Software for Technological Patent Intelligence by Alessandro Comai

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE %VALUATION OF SOFTWARES AND TECHNOLOGICAL INTELLIGENCE NEEDS *UAN #ARLOS 6ERGARA !LESSANDRO #OMAI *OAQU¤N 4ENA -ILLÖN

%-%#/- %DICIONES IN COLLABORATION WITH 05::,% 2EVISTA (ISPANA DE LA )NTELIGENCIA #OMPETITIVA

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE %VALUATION OF SOFTWARE AND TECHNOLOGICAL INTELLIGENCE NEEDS *UAN #ARLOS 6ERGARA !LESSANDRO #OMAI *OAQUÂ¤N 4ENA -ILLÃ&#x2013;N

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE %VALUATION OF SOFTWARE AND TECHNOLOGICAL INTELLIGENCE NEEDS 6ERGARA *UAN #ARLOS #OMAI !LESSANDRO AND 4ENA -ILLÖN *OAQU¤N

0UBLISHED BY %-%#/- %DICIONES IN COLLABORATION WITH 05::,% 2EVISTA (ISPANA DE LA )NTELIGENCIA #OMPETITIVA WWW REVISTA PUZZLE COM %-%#/- #ONSULTORES 3 , ,LACUNA "ARCELONA 3PAIN 4EL£FONO INFO EMECOM EDICIONES COM HTTP WWW EMECOM EDICIONES COM .ATIONAL BOOK CATALOGUE NUMBER " )3".

0RINTED IN 3PAIN Ú #OPYRIGHT *UAN #ARLOS 6ERGARA !LESSANDRO #OMAI AND *OAQU¤N 4ENA -ILLÖN

.O PART OF THIS PUBLICATION INCLUDING COVER DESIGN MAY BE REPRODUCED STORED IN A RETRIEVAL SYSTEM OR TRANSMITTED IN ANY FORM OR BY ANY MEANS ELECTRONICALLY OR OPTICALLY WITHOUT THE PRIOR WRITTEN PERMISSION OF THE PUBLISHER

4!",% /& #/.4%.43

VII

4!",% /& #/.4%.43

4ABLE OF #ONTENTS

VII

0RESENTATION AND !CKNOWLEDGEMENTS

-AIN &INDINGS

)NTRODUCTION

-ETHODOLOGY

$ElNITION OF !PPLICATION #HARACTERISTICS

!NALYSIS OF SUPPLY

$ElNITION OF DEMAND USE RELATIVE NEEDS AND VALUE ATTACHED TO THE APPLICATIONS

2ESULTS OF THE STUDY DEMAND USER

0ROFESSION

3ECTORS REPRESENTED

%XPERIENCE

3EARCHING AND $OWNLOADING

&ILTERING AND 6ALUE ADDING

,OCAL !NALYSIS AND %XPLOITATION

'RAPHIC 'ENERATION

$ISSEMINATION AND 7ORKGROUP

-ANAGEMENT OF 4OOL

)MPORTANCE

#OMPARISON OF 3OFTWARE 3UPPLY

0ROGRAM EVALUATED -ATHEO !NALYZER V

0ROGRAM EVALUATED -ATHEO 0ATENT V

VIII

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

0ROGRAM EVALUATED 0ATENT,AB)) V

0ROGRAM EVALUATED 0- -ANAGER V

0ROGRAM EVALUATED 6ANTAGE 0OINT V

0ROGRAMS NOT EVALUATED

#ONCLUSION AND DISCUSSION

2ESULTS OF COMPARISON

&INAL THOUGHTS

2EFERENCES AND !UTORS

!NNEXES

!NNEX ,ETTER OF INVITATION SENT TO SOFTWARE PRODUCING COMPANIES

!NNEX ,ETTER OF )NVITATION SENT TO PROFESSIONAL INDIVIDUALS

!NNEX RD ,ETTER OF )NVITATION SENT TO PROFESSIONAL INDIVIDUALS

!NNEX ,ETTER OF )NVITATION SENT TO PROFESSIONAL INDIVIDUALS IN 3PANISH

!NNEX &UNCTIONS 4ABLE

!NNEX 1UESTIONNAIRE

!NNEX ,IST OF )0 /RGANIZATIONS

02%3%.4!4)/. !.$ !#+./7,%$'%-%.43

7E WOULD LIKE TO THANK ALL THOSE INDIVIDUALS AND COMPANIES WHO HAVE TAKEN PART IN OUR RESEARCH COMPLETING THE QUESTIONNAIRE AND ATTENDING TO OUR REQUESTS FOR INFORMATION 7E WOULD LIKE TO EXPRESS OUR GRATITUDE ALSO TO ALL THE OTHER INDIVIDUALS AND COMPANIES WE CONTACTED IN THE COURSE OF THIS STUDY FOR THE ATTENTION AND TIME THEY HAVE GIVEN US AND FOR THE INTEREST THEY HAVE SHOWN 7E WOULD ALSO LIKE TO THANK 05::,% -AGAZINE FOR PROVIDING US WITH THE SPACE AND RESOURCES WITH WHICH TO PREPARE AND CARRY OUT THE POLL

XII

3%#4)/. /.% -AIN &INDINGS

-!). &).$).'3

&IVE COMPANIES TOOK PART AND ALLOWED US ACCESS TO THEIR PATENT ANALYSIS SOFTWARE WHICH WE WERE THEN ABLE TO EVALUATE )N ORDER TO EVALUATE THE MAIN FUNCTIONS AND CHARACTERISTICS OF PATENT ANALYSIS SOFTWARE WE PREPARED A MODEL SPECIFYING THE CONCEPTS INTO WHICH SAID FUNCTIONS CAN BE DIVIDED 4HE MODEL WAS APPLIED TO BOTH SUPPLY AND DEMAND IN OTHER WORDS OUR RESEARCH LOOKED ON THE ONE HAND TO EXPERTS IN PATENT ANALYSIS FOR THEIR EVALUATION OF THE FUNCTIONS AND CHARACTERISTICS SPECIlED IN THE MODEL WHILST ON THE OTHER HAND WE ALSO ASSESSED ACCORDING TO THE SAME MODEL THE SOFTWARE CREATED BY INDIVIDUALS OR COMPANIES TO WHICH WE HAD ACCESS 7E WORKED ON THE SUPPOSITION THAT THE SOFTWARE ASSESSED WAS REPRESENTATIVE OF THE SOFTWARE BEING OFFERED ON THE MARKET ALTHOUGH WE ACCEPTED THAT OUR SAMPLE WAS LIMITED AND ALSO BIASED BY THE EAGERNESS OF MANUFACTURERS TO BE INCLUDED IN OUR STUDY 7E CONCLUDED THAT OF ALL THE GROUPS OF FUNCTIONS THE SECTION h3EARCHING AND $OWNLOADINGv IS THE ONE WHICH ADAPTS LEAST WELL IN GENERAL TO USER DEMAND 4HIS WEAKNESS IS ALSO ACCENTUATED BY THE FACT THAT USERS GAVE RELATIVE IMPORTANCE A HIGHER RATING THAN PATENT INFORMATION SEARCHING AND DOWNLOADING COMPARED TO THE OTHER GROUPS /NLY A FEW FUNCTIONS WITHIN THIS GROUP SUCH AS h!BILITY TO IMPORT PATENT RECORDSv FOR INSTANCE ADAPT TO DEMAND 4HE GROUP OF FUNCTIONS WHICH BY AND LARGE LIVES UP TO USER EXPECTATIONS IS h&ILTERING AND 6ALUE !DDINGv )N OTHER WORDS THE SUPPLY OF FUNCTIONS SLIGHTLY EXCEEDS THE USE MADE OF THEM !CCORDING TO THE RESULTS OF THE STUDY h,OCAL !NALYSIS ABD %XPLOITATIONv IS A GROUP OF FUNCTIONS WHICH DOES NOT MEET USER DEMAND 4HE RESULTS OBTAINED

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

SHOW THAT ONLY TWO OF THE lVE SOFTWARE PROGRAMS COVER OF THESE FUNCTIONS h'RAPHIC GENERATIONv SHOWS POSITIVE GLOBAL RESULTS ALTHOUGH THERE ARE SEVERAL AREAS WHICH ARE NOT DEALT WITH QUITE AS PERSISTENTLY AS FOR INSTANCE GRAPHIC AND STATISTICAL EXPLOITATION OF THE SEARCHES CARRIED OUT h3PACE OR TOPOGRAPHIC REPRESENTATION OF A PATENT COLLECTION n TEXT MINING ANALYSISv OR h!BILITY TO USE LOCAL DATABASES TO INTEGRATE NEW DATA AND COMPLETE THE PATENT ANALYSISv ARE HENCE BARELY COVERED BY THE SOFTWARE STUDIED WHEN THEY ARE IN FACT USED RELATIVELY FREQUENTLY h$ISSEMINATION AND 7ORKGROUPv IS ANOTHER GROUP OF FUNCTIONS WHICH IS NOT GIVEN MUCH SPACE IN THE SOFTWARE ANALYZED IN THIS STUDY !LERTS FOR INSTANCE ARE NOT ADEQUATELY COVERED DESPITE THE FACT THEY ARE THE FUNCTIONS MOST USED BY USERS 4HERE IS A MAJOR WEAKNESS IN h-ANAGEMENT OF 4OOLv .ONE OF THE SOFTWARE INCLUDED IN THE STUDY COVERS THE SEVEN FUNCTIONS DESCRIBED FOR THIS GROUP IN ANY SATISFACTORY WAY 4HIS LOW RATING COULD BE DUE TO THE FACT THAT THE PROFESSIONAL INDIVIDUALS WHO REPLIED ARE NOT APPLICATION ADMINISTRATORS ALSO REFERRED TO AS WEBMASTER )T IS FOR THIS REASON PERHAPS THAT BOTH THE USE AS WELL AS THE IMPORTANCE OF THESE FUNCTIONS HAS A RELATIVELY LOW RATING /VERALL WE HAVE REACHED THE FOLLOWING GENERAL CONCLUSIONS .O PATENT MONITORING SOFTWARE FULLY COVERS THE FUNCTIONS ONE WOULD EXPECT TO lND IN SOFTWARE OF THIS KIND !LTHOUGH EXISTING PATENT MONITORING SOFTWARE MEETS USER DEMANDS THERE ARE MAJOR GAPS IN MANY FUNCTIONS

3%#4)/. 47/ )NTRODUCTION

).42/$5#4)/.

0ATENT !NALYSIS 3OFTWARE A REVIEW OF THE SITUATION ! BIBLIOGRAPHICAL REVIEW OF PATENT ANALYSIS SOFTWARE SHOWS THAT NO SPECIALIZED WORK HAS BEEN CARRIED OUT AS REGARDS THE EVALUATION OF SUPPLY AND DEMAND OF COMPUTER APPLICATIONS FOR PATENT ANALYSIS !N INTERESTING WORK WAS PROPOSED BY 4RIPPE WHO EXPLORED THE ADDED VALUE OF PATENT TOOLS AVAILABLE IN THE MARKET 5P UNTIL NOW ALL THAT EXISTED WERE A FEW REPORTS DEALING WITH ISSUES RELATING MAINLY TO COPYRIGHT IN GENERAL h0ATENT 4OOLS 3URVEYv /THER MINOR WORK HAS FOCUSED ON PREPARING LISTS OF TOOLS AVAILABLE IN THE MARKET 4HE APPLICATIONS INCLUDED IN THIS STUDY ARE USED TO OBTAIN MORE ADVANCED KNOWLEDGE RELATING TO COPYRIGHT AND THEY ARE USED IN 4ECHNOLOGICAL 7ATCH OR #OMPETITIVE 4ECHNOLOGICAL )NTELLIGENCE ACTIVITIES )N OTHER WORDS PATENTS ARE A VALUABLE SOURCE OF INFORMATION WHICH IF ANALYZED AS A GROUP CAN HELP TO GENERATE THE BASIC KNOWLEDGE FOR CREATING THEORIES ON THE RELATIVE POSITIONS OF THE DIFFERENT PLAYERS IN A GIVEN lELD !T THE SAME TIME THE HISTORICAL STUDY OF PATENTS ALLOWS FUTURE PROJECTIONS TO BE MADE BY MEANS OF QUANTITATIVE OR STATISTICAL TOOLS OR THE TRENDS WITHIN A SECTOR OR A SPECIlC COMPANY TO BE IDENTIlED 0AAP CONSIDERS FOR INSTANCE THAT THE FOLLOWING CAN BE OBTAINED FROM PATENT ANALYSIS 4HE MAIN PLAYERS COMPETITORS AND CURRENT AND POTENTIAL COLLABORATORS AND THEIR FOCAL AREAS -OVEMENT IN THE INTEREST OF THE AFOREMENTIONED PLAYERS TO EVALUATE THE GREATER OR LESSER IMPORTANCE GIVEN TO A TECHNOLOGY OR A LINE OF RESEARCH AND DEVELOPMENT /RGANIZATION OF THE TECHNICAL ENDEAVORS AND MOVEMENT OF PERSONNEL IN TIME BETWEEN DEPARTMENTS 0ATENT STRATEGIES USED BY PARTICIPANTS AND THE OPPORTUNITIES PROVIDED AND THREATS POSED BY THE STRATEGIES hSURROUNDING THE PATENTSv ! NUMBER OF STUDIES AND ARTICLES IN THIS lELD HAVE SHOWN THE IMPORTANCE AND BENElTS OF CARRYING OUT MORE OR LESS SOPHISTICATED PATENT ANALYSIS 6ERGARA

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

2ODRIGUEZ ,OZANO /THER WORK HAS FOCUSED ON TACKLING PATENT EXPLOITATION 0AAP !DAMS OR HOW TO ORGANIZE A SYSTEMATIC COLLECTION PROCESS USING PATENTS AS A PRIMARY SOURCE !S WE MENTIONED EARLIER COMPUTER APPLICATIONS MAKE THE JOB OF STATISTICAL ANALYSIS OR THE PREPARATION OF PATENT MAPS FAR SIMPLER THUS GIVING RISE TO #OMPETITIVE 4ECHNOLOGICAL )NTELLIGENCE #4) )T HAS BEEN SHOWN THAT COMPUTER APPLICATIONS CAN HAVE A VERY LARGE NUMBER OF CHARACTERISTICS AND FUNCTIONS AIDING THE WORK OF EXPERTS IN THIS AREA &OR THIS REASON IT IS CURRENTLY HIGHLY IMPORTANT THAT WE BE AWARE THAT APPLICATIONS DO EXIST IN THE MARKET AND THAT WE KNOW WHICH OF THEM CAN BEST MEET THE NEEDS OF PROFESSIONAL INDIVIDUALS WORKING IN #4)

3OFTWARE ANALYSIS STUDIES FOR #OMPETITIVE 4ECHNOLOGICAL )NTELLIGENCE #4) #OMPETITIVE 4ECHNOLOGICAL )NTELLIGENCE IS A PRACTICE WHICH SPECIALIZES IN SCIENTIlC AND TECHNOLOGICAL TASKS INCLUDING SEVERAL TYPES OF OPERATIONS 'ENERALLY SPEAKING THE BASIC PROCESS CAN BE COMPARED TO THE PROCESS USED BY #OMPETITIVE )NTELLIGENCE #) (OWEVER SINCE THE EMPHASIS IN THIS CONTEXT IS ON TECHNOLOGY #4) USES SPECIALIZED ACTIVITIES SUCH AS 0ATENT !NALYSIS 0! 7E SHOULD EMPHASIZE THAT IT IS PERHAPS DUE TO THIS THAT THE SOFTWARE DESIGNED CURRENTLY FOR #) SEE FOR INSTANCE "OUTHILLER AND 3HEARER .IKKEL &ULD #OMPANY DO NOT YET INCLUDE PATENT ANALYSIS SINCE THIS IS A SPECIALIST AREA BELONGING TO THE DEPARTMENT OF 2 $

0URPOSE OF THE 3TUDY 4HIS REPORT LOOKS AT THE SUPPLY AND DEMAND OF SOFTWARE AIMED AT EXPLOITING PATENT SYSTEMS !S WE SAW EARLIER IN THE BIBLIOGRAPHICAL REVIEW NO STUDY HAS BEEN MADE OF HOW PATENT USERS EXPLOIT AND UTILIZE SOFTWARE PACKAGES )N THIS REPORT WE MADE OUR ASSESSMENT ON THE BASIS OF TWO SEPARATE STUDIES USING THE SAME BASE STRUCTURE /UR MOTIVES FOR CARRYING OUT THIS PIONEERING STUDY CAN BE SUMMARIZED AS FOLLOWS .ON EXISTENCE OF EXHAUSTIVE STUDIES COMPARING COMPUTER APPLICATIONS FOR 0!

)NTRODUCTION

4HE LACK OF STUDIES ON THE DEMAND FOR SOFTWARE FOR PATENT ANALYSIS 4HAT IS THE LACK OF AWARENESS REGARDING THE USE OF AND THE VALUE ATTACHED TO THE CHARACTERISTICS PROVIDED BY THE PRODUCERS OF THIS TYPE OF COMPUTER APPLICATION .ON EXISTENCE OF ANY COMPARISON OF APPLICATIONS TOGETHER WITH A NEED EXPRESSED BY USERS OF SAID PRODUCTS 4O OBTAIN AN ASSESSMENT OF THE MAGNITUDE AND GROWTH OF THE SUPPLY 7E RECORDED OVER APPLICATIONS EXISTING IN THE MARKET WHICH IN OUR OPINION IS AN EXTENSIVE SUPPLY FOR THIS SPECIALIZED lELD !NOTHER TREND WHICH STANDS OUT IS THE INCREASE IF ONLY MARGINAL IN THE NUMBER OF THIS TYPE OF APPLICATION 7E ARE DEALING WITH A WIDE RANGE OF AVAILABLE COMPUTER APPLICATIONS FOR 0! !N APPLICATION CAN HAVE A VERY LARGE NUMBER OF FUNCTIONS (OWEVER APPLICATIONS CURRENTLY EXISTING IN THE MARKET INCLUDE DIFFERENT GROUPS OF FUNCTIONS AND IT IS AS A RESULT HARD TO MAKE ANY KIND OF PARTIAL COMPARISON OF THEM &OR THIS REASON WE BELIEVE THAT IT IS NECESSARY TO STANDARDIZE OR HAVE A UNIFORM APPROACH TO THE STUDY OF THESE APPLICATIONS IN ORDER TO MAKE THE COMPARISON VALID !LL OF THIS HAS LED US TO FORMULATE SEVERAL RESEARCH QUESTIONS 7HICH ARE THE MAIN CHARACTERISTICS OR FUNCTIONS USED BY PROFESSIONAL INDIVIDUALS WORKING IN 0! (OW MUCH IMPORTANCE DO 0! USERS ATTACH TO EACH GROUP OF FUNCTIONS 7HICH SOFTWARE IS AVAILABLE FOR PATENT 0! 7HICH SOFTWARE MEETS 0! REQUIREMENTS MOST SATISFACTORILY 4HE ANSWERS TO THESE KEY QUESTIONS ARE GIVEN IN THE FOLLOWING CHAPTERS

&OOTNOTES

3EE h0ATENT#AFE S 0ATENT 3OFTWARE 4OOLS SURVEYv HTTP TINYURL COM MJA ;#ONSULTED ON !UGUST = 3EE FOR INSTANCE 0AAP * 5SING TECHNICAL INTELLIGENCE TO DRIVE INNOVATION AND TECHNICAL DECISIONS 7ORKSHOP GIVEN AT THE !NNUAL )NTERNATIONAL 3#)0 CONFERENCE IN #INCINATI 53! )T CAN BE OBSERVED THAT THE DIFFERENCE BETWEEN #) AND #4) DOES NOT OCCUR ONLY

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

IN PATENT ANALYSIS #4) ALSO USES PRIMARY AND SECONDARY SOURCES SPECIALIZING IN RECOVERING TECHNOLOGICAL INFORMATION 3EE !SSESSING #OMPETITIVE )NTELLIGENCE 3OFTWARE BY "OUTHILLER AND 3HEARER 3OFTWARE 2EPORT PUBLISHED BY &ULD #OMPANY HTTP WWW FULD COM 0RODUCTS )32 (OME0AGE HTML OR (OW CAN 7E $ETERMINE WHICH #OMPETITIVE )NTELLIGENCE 3OFTWARE )S -OST %FFECTIVE "Y .IKKEL P &ULL REFERENCES CAN BE OBTAINED AT THE END OF THE BOOK SEE PAGE 3EE SUMMARY TABLE

3%#4)/. 4(2%% -ETHODOLOGY

-%4(/$/,/'9

)N ORDER TO ANSWER THE RESEARCH QUESTIONS POSED ABOVE TWO SEPARATE SECTIONS OF THE STUDY WERE DEVELOPED USING AND INTEGRATING THEM IN A JOINT FRAMEWORK A 3TUDY OF THE PATENT #4) SOFTWARE AVAILABLE THIS STUDY FOCUSED ON ASSESSING THE DIFFERENT APPLICATION FUNCTIONS B 3TUDY OF THE DEMAND FOR PATENT #4) SOFTWARE THIS STUDY FOCUSED ON ASSESSING THE SUBJECTIVE NEEDS OF USERS IN TERMS OF USE AND IMPORTANCE ATTACHED TO THE DIFFERENT APPLICATION FUNCTIONS "OTH SECTIONS USED THE SAME FRAMEWORK FOR STUDYING THE APPLICATION FUNCTIONS )N OTHER WORDS THE SAME GROUPS OF FUNCTIONS WERE STUDIED FROM BOTH A DEMAND AS WELL AS A SUPPLY VIEWPOINT SEE THE FOLLOWING SECTION ON THIS 4HE STUDY OF SUPPLY WAS MADE SEPARATELY THAT IS IT WAS hBLINDv WITH NO KNOWLEDGE OF THE RESULTS OF THE STUDY ON DEMAND )N THIS WAY WE TRIED TO AVOID ANY BIAS IN THE JUDGMENTS MADE IN BOTH SECTIONS OF THE STUDY

$ElNITION OF !PPLICATION #HARACTERISTICS )N ORDER TO EVALUATE BOTH DEMAND AS WELL AS SUPPLY WE USED A LIST OF SOFTWARE CHARACTERISTICS OR FUNCTIONS DElNED ON THE BASIS OF ! REVIEW OF LITERATURE IN THIS lELD !SHTON Y +LAVANS !01# 0AAP 4RIPPE $OU ET AL !DAMAS !NALYSIS OF THE SOFTWARE AVAILABLE ON THE MARKET AND THE PERSONAL EXPERIENCE OF THE AUTHORS 4HE FUNCTIONS IDENTIlED IN THIS WAY IN TOTAL WERE DIVIDED INTO GROUPS AS SHOWN IN THE FOLLOWING TABLE

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

3EARCHING AND $OWNLOADING !BILITY TO SEARCH IN A SET OF ONLINE PATENT DATABASES !BILITY TO SEARCH IN OTHER TECHNICAL GREY LITERATURE ONLINE DATABASES !BILITY TO SEARCH IN LOCAL INTRANET DATABASES !BILITY TO IMPORT PATENT RECORDS !BILITY TO IMPORT OTHER RECORDS NOT PATENTS !BILITY TO LAUNCH SIMULTANEOUS SEARCHES IN MULTIPLE DATABASES !BILITY TO SAVE SEARCH STRATEGIES !BILITY TO 3CHEDULE REPETITIVE SEARCHES $OWNLOADING AND INTEGRATION OF PATENT LEGAL STATUS $OWNLOADING AND INTEGRATION OF GRAPHICS $OWNLOADING AND INTEGRATION OF PDF DOCUMENTS &ILTERING AND 6ALUE !DDING !UTOMATIC DUPLICATE DETECTION AND REMOVAL !UTOMATIC GROUPING OF PATENT FAMILIES !UTOMATIC GENERATION OF lELD INDEXES !BILITY TO DElNE AND BUILD NEW INDEXES 7IZARD FOR GROUPING AND CLEANING TERMS OF INDEXES 0ATENT PERTINENCE USER lLLED lELD !NNOTATION OF PATENTS USER lLLED lELD !BILITY TO DElNE AND EDIT PATENT GROUPS ,INKS TO OTHER RELATED DOCUMENTS 4AXONOMIES CREATION AND EDITION ,OCAL !NALYSIS AND %XPLOITATION !UTOMATIC EXTRACTION OF MAIN KEYWORDS FROM PATENTS !UTOMATIC ABSTRACTS !UTOMATIC CLUSTERING OF PATENTS !UTOMATIC CLASSIlCATION OF PATENTS USING SEMANTIC lLTERS &ULL TEXT SEARCHING CAPABILITIES 3EMANTIC SEARCHING CAPABILITIES

-ETHODOLOGY

'RAPHIC 'ENERATION #ITE !NALYSIS CITED AND CITING PATENTS IN RELATION TO A KNOWN PATENT 2ANKINGS !NALYSIS OF ONE lELD -ATRIX OR "AR GRAPHS n 4WO lELD S CO OCCURRENCE ANALYSIS .ETWORK RELATIONS ANALYSIS n 4WO lELDS CO OCCURRENCE ANALYSIS 3PACE OR TOPOGRAPHIC REPRESENTATION OF A PATENT COLLECTION n TEXT MINING ANALYSIS !BILITY TO USE LOCAL DATABASES TO INTEGRATE NEW DATA AND COMPLETE THE PATENT ANALYSIS $ISSEMINATION AND 7ORKGROUP !BILITY TO PUBLISH THE CONTENTS IN THE INTRANET INTERNET 0ERSONALISED ALERTS !LERTS TO DETECT CHANGES IN THE LEGAL STATUS OF A PATENT !UTOMATIC REPORTS USING TEMPLATES !BILITY TO EXPORT DATA !BILITY TO CREATE A POLL AND LINK A PATENT TO A POLL !BILITY TO LINK A PATENT TO A FORUM !BILITY TO LINK A PATENT TO AN EVENT IN A SHARED AGENDA -ANAGEMENT OF 4OOL !BILITY TO PUBLISH THE CONTENTS IN THE INTRANET INTERNET 5SERS ACCESS RIGHTS MANAGEMENT -ULTI USER ACCESS AND EDITION !CCESS AND SEARCH INTERFACE CUSTOMISATION -ULTILANGUAGE INTERFACE $OCUMENT COLLECTIONS ACCESS RIGHTS MANAGEMENT 3YSTEM UTILISATION STATISTICS

4ABLE $ElNITION OF !PPLICATION &UNCTIONS

4HE FOLLOWING IS A MORE DETAILED LIST OF THE FUNCTIONS

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

3EARCHING AND $OWNLOADING 4HIS SECTION ASSESSES ALL THE CHARACTERISTICS RELATING TO THE PROCESS OF INFORMATION COLLECTION AND ITS AUTOMATION 4HE ENVIRONMENT IN WHICH A TYPICAL USER CURRENTLY CARRIES OUT HIS OR HER WORK MIGHT INCLUDE ACCESS TO PATENT DATABASES AS WELL AS ACCESS TO OTHER BIBLIOGRAPHICAL DATABASES THAT ARE NORMALLY SCIENTIlC AND TECHNOLOGICAL AND WHICH USUALLY COMPLEMENT ONE ANOTHER )N ADDITION TO THIS THESE DATABASES CAN BE LOCATED IN A LOCAL NETWORK IN A PRIVATE DATABASE FOR INSTANCE OR IN A COMMERCIAL #$2/- BASED DATABASE AS WELL AS IN A WEBSITE WHICH MEANS THAT CHANGES MUST BE IMPLEMENTED IN THE PROGRAM IN ORDER TO ALLOW ACCESS TO EACH OF THESE OPTIONS 7HEREVER THE PROGRAM INCLUDED AN INTERFACE FOR INFORMATION SEARCHING IN A WEBSITE WE ALSO CONSIDERED THE OPTION FOR SAVING THE SEARCH STRATEGY AND FOR PROGRAMMING ITS PERIODIC IMPLEMENTATION SINCE THESE ARE BASIC TASKS FOR THE 4ECHNOLOGICAL /BSERVATION FUNCTION !NOTHER VERY BASIC CHARACTERISTIC IS THE ABILITY TO IMPORT THE RESULTS OF THE SEARCHES CARRIED OUT IN ANY INFORMATION SOURCE NORMALLY IN CSV FORMAT COMMA SEPARATED VALUES IN TEXT FORMAT DELIMITED BY lELDS OR IN 8-, FORMAT ,ASTLY THE ABILITY TO INTEGRATE OTHER INFORMATION RELATING TO PATENTS IN ORDER TO ADD TO THEIR VALUE WAS ALSO ASSESSED 4HIS INFORMATION IS NORMALLY IN THE FORM OF GRAPHICS OR PDF DOCUMENTS BUT IT CAN ALSO BE FOR INSTANCE LEGAL INFORMATION WHICH COULD INCREASE OR REMOVE THE VALUE OF A PATENT OR ECONOMIC INFORMATION RELATING TO A COMPANY OR A TECHNOLOGY

&ILTERING AND 6ALUE !DDING 4HIS SECTION COVERS A WHOLE LIST OF TASKS ALL OF WHICH HAVE IN COMMON THE FACT THAT WHEN THEY ARE CARRIED OUT THE INFORMATION BECOMES FAR CLEANER AND BETTER ORGANIZED AND ASSESSED MAKING SUBSEQUENT ANALYSIS FAR EASIER AND IN ADDITION RESULTING IN MUCH lRMER CONCLUSIONS )N PATENT ANALYSIS IT IS IMPORTANT TO DElNE THE INFORMATION hUNITv TO BE ANALYZED 'ENERALLY SPEAKING ANALYSTS WORK WITH hPATENT FAMILIESv WHICH GROUP TOGETHER IN ONE SINGLE RECORD ALL THE DOCUMENTS GENERATED FROM THE SAME PRIORITY NUMBER 4HE DELETION OF DUPLICATE PATENTS AND THE GROUPING OF PATENTS BY FAMILIES IS A TASK WHICH SHOULD BE CARRIED OUT EITHER PRIOR TO LOADING THE INFORMATION INTO THE SOFTWARE OR ONCE IT HAS BEEN LOADED !UTOMATIC GENERATION OF INDEXES THE ABILITY TO EASILY GENERATE NEW INDEXES FROM ELEMENTS CONTAINED IN DIFFERENT INFORMATION lELDS FOR INSTANCE TERMS

-ETHODOLOGY

INCLUDED IN THE TITLE IS ALSO EXAMINED /NCE THE INDEXES HAVE BEEN CREATED THE DATA INCLUDED THEREIN MUST BE CHECKED FOR ANY POSSIBLE ERRORS AND IF NECESSARY THESE MUST BE CORRECTED SO THAT THE ANALYSES ARE CORRECT 4HE MOST TYPICAL EXAMPLE IS THE NAME OF AN INVENTOR OR A COMPANY WHICH MAY VARY WHERE ABBREVIATIONS ARE USED ,ASTLY IT IS IMPORTANT FOR USERS TO BE ABLE TO ASSESS THE CONTENTS OF THE PATENTS AS THEY READ THEM )N THIS WAY NEW INFORMATION lELDS ARE GENERATED WHICH CAN BE ANALYZED SUBSEQUENTLY SUCH AS GROUPS BASED ON SPECIlC USER INTERESTS LINKS WITH OTHER VALUABLE DOCUMENTS OR COMMENTS ON THE CONTENTS OF EACH PATENT %ACH OF THESE OPERATIONS ADDS VALUE TO THE GROUP OF PATENTS TO BE ANALYZED MAKING GROUP WORK AND THE MAKING OF A lNAL DECISION ON A GROUP OF PATENTS EASIER

,OCAL !NALYSIS AND %XPLOITATION )N THIS SECTION WE ASSESS THE BASIC ABILITIES OF THE SOFTWARE TO MANAGE THE INFORMATION ACCUMULATED lLTERS AND ADVANCED SEARCHES CLASSIlCATION OF RESULTS BY DIFFERENT CRITERIA ETC /THER MORE ADVANCED ABILITIES ARE ALSO ASSESSED SUCH AS THE GENERATION OF AUTOMATIC ABSTRACTS FOR EACH PATENT THE EXTRACTION OF THE MOST REPRESENTATIVE CONCEPTS OF EACH DOCUMENT THE AUTOMATED hCLUSTERINGv OF THE PATENTS INTO DIFFERENT CATEGORIES OR SEMANTIC SEARCHING 4HESE ABILITIES ALREADY HAVE SOME RELATION TO TEXT MINING

'RAPHIC 'ENERATION 4HIS SECTION ITEMIZES THE GRAPHICS MOST USED BY CURRENT APPLICATIONS )N GENERAL THEY CAN BE DIVIDED INTO THE FOLLOWING TYPES 3INGLE DIMENSION RATINGS OR CLASSIlCATIONS NORMALLY REPRESENTED BY A LINE OR BY BAR CHARTS SHOWING ONE SINGLE VARIABLE TERMS WHICH APPEAR IN ONE lELD "AR GRAPHS OR MATRIXES SHOWING THE RELATIONSHIP BETWEEN TWO VARIABLES TWO ANALYZED lELDS 4HESE GRAPHICS SHOW THE NUMBER OF TIMES TWO TERMS APPEAR SIMULTANEOUSLY CO OCCURRENCES EACH IN ONE INFORMATION lELD 2ELATIONSHIP NETWORKS THIS GRAPHIC ALLOWS A FAIR NUMBER OF VARIANTS 'ENERALLY SPEAKING EACH TERM APPEARS AS A NODE IN A BI DIMENSIONAL SPACE WITH LINES LEADING TO OTHER TERMS TO WHICH THE INITIAL TERM

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

IS RELATED 4HESE LINKS CAN BE SHOWN IN A WAY WHICH IS MORE OR LESS VIVID OR USING DIFFERENT COLORS OR ASSOCIATED NUMBERS ACCORDING TO THE NUMBER OF CO OCCURRENCES EXISTING BETWEEN BOTH TERMS )N ADDITION TO THIS EACH NODE CAN BE LARGER OR SMALLER OR A DIFFERENT COLOR DEPENDING ON THE TOTAL NUMBER OF PATENTS IN WHICH IT APPEARS %ACH NODE CAN ALSO BE ASSOCIATED TO A DIFFERENT ICON ACCORDING TO OTHER PARAMETERS ,ASTLY THE POSITION OF THE NODES IN THIS SPACE AND THEIR CLOSE PROXIMITY TO EACH OTHER MAY BE SET BY THE SOFTWARE IN ACCORDANCE WITH SPECIlC ALGORITHMS OR THEY MAY JUST mOAT ALLOWING THE USER TO MOVE THEM AROUND RESULTING IN A CLEARER IMAGE 4OPOGRAPHIC REPRESENTATIONS IMAGES IN OR DIMENSIONS WHICH CAN BE COMPLEMENTED BY DIFFERENT COLOR TONES SHOWING THE MORE REPRESENTATIVE CONCEPTS THE MAIN CLASSIlCATIONS OR THE MOST IMPORTANT COMPANIES IN A GROUP OF PATENTS 4HEY PROVIDE AN INTUITIVE VISION OF THE INFORMATION AVAILABLE IN SAID GROUP AND ALLOW ANALYSIS TO BE FOCUSED ON SPECIlC SECTIONS OF SAID TOPOGRAPHIC REPRESENTATION #ITE ANALYSIS A SPECIAL KIND OF REPRESENTATION OF RELATIONSHIPS BETWEEN PATENTS IN WHICH THE LINKS EXPRESS THE EXISTENCE OF A CITE BETWEEN ONE PATENT AND ANOTHER PREVIOUS ONE

$ISSEMINATION AND 7ORKGROUP 4HIS SECTION INCLUDES A LIST OF THE DIFFERENT TASKS AND FUNCTIONS WHICH CAN BE AUTOMATED IN ORDER TO REINFORCE COLLABORATIVE WORK &IRSTLY THE INITIAL IDEA IS THAT EACH USER SHOULD HAVE HIS OR HER OWN INFORMATION PROlLE AND RECEIVE ANY ALERTS CORRESPONDING TO SAID PROlLE &ROM HERE THE ABILITY OF EACH USER TO GENERATE REPORTS USING PREDElNED TEMPLATES IN HIS OR HER SPECIALTY IS ASSESSED )N ADDITION THE AIM IS TO GENERATE NEW KNOWLEDGE AMONG DIFFERENT INDIVIDUALS BY MEANS OF DISCUSSION AND JOINT ANALYSIS OF DIFFERENT MULTIDISCIPLINARY ISSUES DEALING WITH SAID SHARED INFORMATION 4HE POSSIBILITIES FOR GROUP WORK CONSIDERED WERE THE GENERATION OF POLLS THE GENERATION OF FORUM DISCUSSION AND THE EXISTENCE OF A SHARED AGENDA FOR THE WORK TO BE CARRIED OUT 3EVERAL OPTIONS FOR EXPORTING INFORMATION TO STANDARD FORMATS ALLOWING THEIR USE IN OTHER SOFTWARE WERE ALSO LISTED

-ETHODOLOGY

-ANAGEMENT OF 4OOL 4HIS SECTION CITES A GROUP OF FUNCTIONS THAT ASSESS THE EASE WITH WHICH THE SOFTWARE ADAPTS TO THE REQUIREMENTS OF DIFFERENT USERS FOR INSTANCE DIFFERENT LANGUAGES WITH DIFFERENT RIGHTS EDITION OR CREATION FOR INSTANCE SIMULTANEOUS WORK OR WHETHER OR NOT THE INFORMATION CAN BE PUBLISHED IN AN INTRANET 4HE ABILITY TO GENERATE SYSTEM USE STATISTICS IS INCLUDED SO THAT AN ASSESSMENT CAN BE MADE AS TO HOW THE USE OF THE SOFTWARE IS DEVELOPING AND IN SHORT AS TO HOW EFlCIENT IT IS

!NALYSIS OF SUPPLY ! REVIEW OF APPLICATIONS AVAILABLE ON THE MARKET ALLOWED AN INITIAL APPROACH TO BE PUT FORWARD WITH REGARD TO SPECIALIZED SOFTWARE FOR PATENT ANALYSIS

#RITERIA AND SELECTION OF PATENT ANALYSIS SOFTWARE 4HE INITIAL SOFTWARE SELECTION WAS CARRIED OUT USING THE FOLLOWING CRITERIA THE SOFTWARE CARRIES OUT SOME KIND OF ANALYSIS THE SUPPLIER IS AVAILABLE TO DELIVER A COMPLETE COPY FOR ASSESSMENT IT MUST BE POSSIBLE TO INSTALL THE SOFTWARE IN THE CLIENT COMPANY S SERVER WE RECEIVED A POSITIVE ANSWER TO OUR SUGGESTION REGARDING PARTICIPATION IN THE STUDY 4HE FOLLOWING TABLE SUMMARIZES THE SELECTION CRITERIA ORGANIZED IN SUCH A WAY THAT EACH CRITERION ELIMINATES A SPECIlC NUMBER OF APPLICATIONS FROM OUR STUDY

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

#RITERION /RDER

#ALCULATION 3ELECTION #RITERIA

.UMBER OF 3OFTWARES

!NALYSIS OF EXISTING SOFTWARE OPEN TO STUDY

4HOSE WHICH DO NOT CARRY OUT ANY KIND OF ANALYSIS

4HOSE WHICH CAN BE ASSESSED AND INSTALLED IN A SERVER FOR TESTING

4HOSE WHICH DID NOT RECEIVE AN INVITATION FROM US

4HOSE WHICH DECIDED NOT TO JOIN THE STUDY

$O NOT CONFER SOFTWARE LICENSE AND PREFER TO BRING DOCUMENTATION

4HOSE WHICH DID NOT REPLY TO OUR INVITATION TO TAKE PART IN THE STUDY

!SSESSED SOFTWARE

4ABLE n 3ELECTION OF 0ATENT !NALYSIS 3OFTWARES AND RESULTS OF INVITATION PROCESS

"Y WAY OF AN EXAMPLE WE WOULD LIKE TO CITE TWO PACKAGES WHICH WERE DISCARDED AND WHICH WERE ON THE INITIAL LIST OF PATENT ANALYSIS SOFTWARE SEE POINT OF THE PREVIOUS TABLE "IZ)NT n 4HIS PACKAGE ONLY REFORMATS RECORDS OBTAINED FROM VERY SPECIlC PATENT DATABASES $IALOG OR 1UESTEL FOR INSTANCE 4HAT IS IT CREATES TABLES AND REPOSITIONS THE lELDS IN TABLES BUT IT DOES NOT CARRY OUT ANY KIND OF ANALYSIS 7E DID NOT INCLUDE THIS APPLICATION BECAUSE THE ASSESSMENT WOULD BE PRETTY WELL INVALID IN ALMOST ALL SECTIONS +ALIWATCH 0RO AND 3ERVER IS A GENERIC TECHNOLOGICAL OBSERVATION TOOL )T HAS SOME INTERESTING FUNCTIONS FOR COOPERATION BETWEEN USERS BUT IT DOES NOT FOCUS ON ANALYSIS AND EVEN LESS ON PATENT ANALYSIS IT DOES NOT EVEN MENTION PATENTS AS AN INFORMATION SOURCE

-ETHODOLOGY

7E DID NOT THEREFORE THINK IT APPROPRIATE TO INCLUDE THIS SOFTWARE PROGRAM IN OUR LIST

)NVITATION TO PARTICIPATE /N THE BASIS OF PRIOR ANALYSIS COMPANIES WERE IDENTIlED AS BEING SUITABLE TO PARTAKE IN THE STUDY 4HEY WERE INVITED TO DO SO BY ELECTRONIC MAIL DURING THE lRST WEEK OF *ULY 4HE FOLLOW UP SUBSEQUENT TO THE INVITATION WAS CARRIED OUT BY TELEPHONE !LL OF THE MESSAGES WERE SENT WITH AN ACKNOWLEDGEMENT OF RECEIPT 6ERY FEW OF THESE WERE RETURNED TO US AND WE RECEIVED A REPLY STATING THAT THE MESSAGE HAD BEEN DELETED )N ADDITION THE -!0)4 MAIL SERVER PRODUCED AN ERROR AND WAS NOT THEREFORE INCLUDED IN OUR RESEARCH $ESPITE THE FACT THAT THE NUMBER OF ACKNOWLEDGEMENTS WAS LOW WE ASSUMED THAT A TOTAL OF COMPANIES RECEIVED OUR INVITATION CORRECTLY

$ElNITION OF DEMAND USE RELATIVE NEEDS AND VALUE ATTACHED TO THE APPLICATIONS )N ORDER TO EVALUATE THE SITUATION AS REGARDS DEMAND IN RELATION TO THE CHARACTERISTICS OR FUNCTIONS OF THE SOFTWARE WE CARRIED OUT A POLL AMONG )0 PROFESSIONAL INDIVIDUALS AND USERS INTERESTED IN MONITORING AND ANALYZING PATENTS AND ALSO COPYRIGHT IN GENERAL 4HE QUESTIONS FOR WHICH THIS PART OF THE STUDY HOPES TO lND ANSWERS ARE 7HICH CHARACTERISTICS OR FUNCTIONS DO PROFESSIONAL INDIVIDUALS USE MAINLY (OW MUCH IMPORTANCE DO THEY ATTACH TO EACH GROUP OF FUNCTIONS 4HESE TWO QUESTIONS ESTABLISH A STARTING POINT FOR PATENT ANALYSIS SOFTWARE DEMAND )N OTHER WORDS WE WISH TO IDENTIFY THE POTENTIAL NEEDS OF PATENT USERS WITHOUT ACTUALLY SPECIlCALLY DElNING THE REAL CURRENT AND FUTURE NEEDS OF PROFESSIONAL INDIVIDUALS (AVING CAREFULLY PONDERED THE POSSIBILITIES FOR STUDYING USER NEEDS WE CAME UP WITH A SIMPLE AND REPRESENTATIVE APPROACH )N EFFECT THE APPROACH WE SUGGEST IN OUR STUDY FOCUSES ON THE hUSEv OF THE FUNCTIONS DESCRIBED IN 4ABLE OF OUR POLL )N ADDITION WE INTRODUCED A SECTION IN WHICH WE ASSESS THE DEGREE OF

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

RELATIVE IMPORTANCE ATTACHED BY USERS TO THE DIFFERENT FUNCTIONS 4HIS EXERCISE ALLOWED US TO DETERMINE 4HE DEGREE TO WHICH EACH FUNCTION IS USED 4HE IMPORTANCE ATTACHED TO EACH GROUP OF FUNCTIONS 4HE MAIN FOCUS OF OUR STUDY IS THE SITUATION AS REGARDS SOFTWARE CURRENTLY AVAILABLE AND WHETHER THIS SOFTWARE LIVES UP TO USER EXPECTATIONS 4HE ASSESSMENT OF USER NEEDS AND THE DElNITION OF THE FUTURE OF THE SOFTWARE OR THE DETERMINATION OF THE hVALUEv ATTACHED TO EACH FUNCTION INCORPORATED IN EXISTING SOFTWARE AND INCLUDED IN OUR SAMPLE ARE NOT THE MAIN FOCUS OF THIS STUDY 2EALITY DOES NOT ALWAYS MATCH THE WISHES OF USERS $ESPITE THE FACT THAT A USER MAY WISH FOR A FUNCTION AND VALUE IT HIGHLY AS LONG AS HE HAS NO SOFTWARE PROGRAM WHICH OFFERS SAID FUNCTION HE WILL HAVE TO REPLY IN THE QUESTIONNAIRE THAT HE DOES NOT USE THIS FUNCTION 4HIS GIVES RISE TO A SIMPLIlCATION OF THE QUESTIONS

)NSTRUMENT 4HE INSTRUMENT USED TO COLLECT DATA WAS AN ONLINE QUESTIONNAIRE ACCESSIBLE ON A WEBPAGE SPECIALIZING IN INFORMATION GATHERING AND DATA PROCESSING 4HE QUESTIONNAIRE INCLUDED FUNCTIONS DIVIDED INTO SECTIONS AND AN ADDITIONAL PAGE WHERE GROUPS WERE ASSESSED SEPARATELY SEE !NNEX

!SSESSMENT OF USE AND RELATIVE IMPORTANCE OF FUNCTIONS 4HE ASSESSMENT OF THE USE OF THE FUNCTIONS ITEMS DIVIDED INTO GROUPS DESCRIBED IN THE QUESTIONNAIRE WAS CARRIED OUT BY REQUESTING INFORMATION ON THE FOLLOWING ASPECTS SEE !NNEX OR PAGE &UNCTION USE 4HE DEGREE OF USE WAS ASSESSED USING A POINT ,IKERT SCALE 2ELATIVE IMPORTANCE OF FUNCTIONS )T WAS SUGGESTED TO THOSE RESPONDING TO THE QUESTIONNAIRE THAT THEY USE AN EVALUATION SYSTEM IN WHICH THEY AWARDED POINT TO THE FACTOR WHICH WAS LEAST IMPORTANT TO THEM WHEN COMPARED WITH THE OTHER FACTORS 4HIS METHOD ALLOWED US TO DElNE WHICH GROUPS OF FUNCTIONS USERS CONSIDER MOST IMPORTANT

3AMPLE

-ETHODOLOGY

)N OUR STUDY OF DEMAND WE USED TWO DATABASES CONTAINING DATA ON PROFESSIONAL INDIVIDUALS AND PATENT USERS 4HERE ARE CURRENTLY TWO MAIN SOURCES AMASSING THE VAST MAJORITY OF PROFESSIONAL INDIVIDUALS INVOLVED IN PATENT AND COPYRIGHT ISSUES 7E DISCARDED OTHER DISTRIBUTION LISTS SUCH AS THOSE ORIGINATING IN THE EAST SEE !NNEX FOR INSTANCE SINCE THIS PROJECT IS FOCUSED MAINLY ON WESTERN POPULATIONS 4HESE TWO DATABASES ALLOWED US TO REACH A SIGNIlCANT NUMBER OF PROFESSIONAL INDIVIDUALS ! DETAILED LIST OF THESE IS GIVEN BELOW 4HE ASSOCIATION 0)5' HAS APPROXIMATELY ACTIVE MEMBERS ACCORDING TO ITS WEB PAGE HTTP WWW PIUG ORG FROM COUNTRIES INCLUDING THE 5NITED 3TATES OF !MERICA 4HE MAJORITY OF MEMBERS ARE FROM THE 5NITED 3TATES %UROPE AND *APAN 4HE PROFESSIONAL PROlLE OF THE MEMBERS INCLUDES LAWYERS SPECIALIZING IN PATENTS PATENT AGENTS PEOPLE WHO GRANT LICENSES PATENT INFORMATION RESEARCHERS PATENT INFORMATION SALESPEOPLE AND EXPERTS IN PATENT INFORMATION AND DOCUMENTATION 4HE MAILING LIST h%0/ -AILING ,ISTv HTTP WWW EUROPEAN PATENT OFlCE ORG MAIL HTM 4HE TOTAL NUMBER OF INDIVIDUALS TO BE STUDIED IS APPROXIMATELY )T SHOULD BE REMEMBERED THAT THESE lGURES ARE NOT EXACT DUE TO THE FACT THAT THESE DISTRIBUTION LISTS ARE VOLUNTARY AND FREE AND MAY THEREFORE mUCTUATE CONSIDERABLY OVER TIME )N ADDITION IT WAS IMPOSSIBLE TO OBTAIN ANY DEMOGRAPHIC INFORMATION ON SUBSCRIBERS FROM EITHER 0)5' OR %0/ SINCE THEY ARE ANONYMOUS LISTS OPEN TO ALL

3ENDING OF THE INVITATION 4HE INVITATION TO PARTICIPATE IN THIS INITIAL STUDY WAS SENT BY ELECTRONIC MAIL ! TOTAL OF THREE INVITATIONS WERE SENT /N *ULY THE OFlCIAL INVITATION TO PARTICIPATE IN THE POLL WAS SENT 4HIS INVITATION RESULTED IN AROUND REPLIES TO THE QUESTIONNAIRE )N VIEW OF THE RELATIVELY POOR RESULT WE DECIDED TO SEND A SECOND INVITATION /N *ULY A SECOND INVITATION WAS SENT 4HIS PRODUCED ADDITIONAL QUESTIONNAIRES /N *ULY THE THIRD AND lNAL INVITATION WAS SENT THE RESULT

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

OF WHICH WAS A TOTAL OF REPLIES 4HIS lNAL CALL SET A DEADLINE AT *ULY $ESPITE THE FACT THAT A MAJOR INCREASE WAS OBSERVED IN THE NUMBER OF REPLIES OBTAINED EACH TIME A NEW INVITATION WAS SENT WE CONSIDERED THAT THREE INVITATIONS GAVE A SUFlCIENTLY SATISFACTORY RESULT

2ESULTS 4HE END RESULTS OF THE POLL WERE VALID QUESTIONNAIRES 4HE FOLLOWING TABLE SUMMARIZES THE RESULTS OF THE 0)5' AND %0/ LISTING 2EF

/PERATION

!CTION

.UMBER

)NVITATIONS SENT

-AIL DELETED

5NREAD MAIL

2ESULTS NET INVITATIONS

$ID NOT REPLY

1UESTIONNAIRES OPENED

)NCOMPLETE QUESTIONNAIRES

0EOPLE WHO REPLIED

4ABLE n 0EOPLE INVOLVED AND lNAL SAMPLE OF USERS

&OOTNOTES

4HIS CHARACTERISTIC IS NOT A SELECTION CRITERIA BUT IT DID SIGNIlCANTLY REDUCE THE NUMBER OF APPLICATIONS ASSESSED 4HE PROlLE OF THOSE POLLED AND OF HOW THE SAMPLE WAS CHOSEN IS DESCRIBED IN LATER SECTIONS 4HIS PART OF THE POLL IS RELATIVELY SIMPLIlED 7E HAVE TAKEN A SIMPLE APPROACH HOWEVER SINCE AN ASSESSMENT OF THE RELEVANT FUNCTIONS WOULD HAVE BECOME EXCESSIVELY COMPLEX OTHERWISE 4HE SCALE WAS AS FOLLOWS h.OT AT ALLv h6ERY LITTLEv h,ITTLEv h3OMETIMESv h/FTENv h!LMOST EVERY TIMEv h!LWAYSv h.OT !PPLICABLE . ! v WAS ALSO ADDED &OR FURTHER INFORMATION ON THE PROVIDER USED SEE 3URVEYMONKEY COM HTTP

-ETHODOLOGY

WWW SURVEYMONKEY COM 0ERSONAL COMUNICATION *UAN -ANEL "ATISTA %3!$% "ARCELONA 3PAIN 4O SEE AN APPLICATION WHICH USES THIS METHOD SEE #OMAI ! h&ACTORES Y #ONTINGENCIAS EN LA )NTELIGENCIA #OMPETITIVA 2ESULTADO EN UN ESTUDIO PILOTO v 05::,% 2EVISTA (ISPANA DE LA )NTELIGENCIA #OMPETITIVA SEE HTTP WWW REVISTA PUZZLE COM PUZZLE?SUM? HTM "Y WAY OF AN EXAMPLE IT CAN BE OBSERVED THAT THE TOTAL NUMBER OF CONlRMATIONS OF HAVING READ OR REJECTIONS OF THE INVITATIONS WE SENT BY ELECTRONIC MAIL EXCEEDED )T SHOULD ALSO BE NOTED THAT THESE READINGS WERE MADE LONG AFTER THE QUESTIONNAIRE EXPIRED 7E CONTACTED BOTH 0)5' AS WELL AS %0/ IN ORDER TO OBTAIN THIS INFORMATION 4HE REPLIES HOWEVER WERE NEGATIVE )N OTHER WORDS THEY HAD NO INFORMATION ON THE SUBJECT &OR 0)5' SEE hHTTP PIUG ORG LIST HTML -AJORDOMO #OMMANDS (OW TO *OIN THE $ISCUSSION ,ISTv AND FOR %0/ SEE hHTTP WWW EUROPEAN PATENT OFlCE ORG MAIL HTMv 3EE !NNEX %STIMATION SEE SECTION 3AMPLE PAGE !PPROXIMATION SEE SECTION 3AMPLE PAGE

3%#4)/. &/52 2ESULTS OF THE STUDY DEMAND USERS

2%35,43 /& 4(% 345$9 $%-!.$ 53%23

4HIS CHAPTER GIVES THE RESULTS IN DETAIL OF THE POLL CARRIED OUT AMONG PATENT USERS

3OCIAL AND DEMOGRAPHIC INFORMATION 4HIS SECTION PROVIDES A GENERAL OVERVIEW OF THE RESPONSES WE HAD TO THE QUESTIONNAIRE !S WE MENTIONED EARLIER NEITHER THE 0)5' NOR THE %0/ LIST CONTAINS ANY SOCIAL OR DEMOGRAPHIC INFORMATION AND WE HAVE THEREFORE CONSIDERED IT APPROPRIATE TO INCLUDE A PROlLE OF THE )0 EXPERTS POLLED

0ROFESSION 4HERE IS SOME VARIETY IN THE PROFESSION OF THOSE POLLED 4HE QUESTIONNAIRE INCLUDED THREE CLUSTERS OR GROUPS OF ACTIVITY 2 $ -ANAGER ,IBRARIAN AND TECHNICIANS 4HESE THREE ACTIVITIES ACCOUNTED FOR LESS THAN OF THE TOTAL NUMBER OF INDIVIDUALS POLLED BUT CONSTITUTE AN IMPORTANT MINORITY 4HE PROFESSIONS IDENTIlED AS MOST COMMON WERE h0ATENT SPECIALIST OR SEARCHERv h0ATENT ATTORNEYv AND h#OPYRIGHT MANAGERv .EVERTHELESS LAWYERS PATENT EXPERTS AND COMPANY DIRECTORS ALSO COMPLETED THE QUESTIONNAIRE SEE &IGURE

3ECTORS REPRESENTED 4HE SECTORS REPRESENTED IN THIS SAMPLE ARE ALSO VERY VARIED SEE &IGURE (OWEVER WITH REGARD TO PROFESSION IT CAN BE OBSERVED THAT OF THOSE POLLED COME FROM THE PHARMACEUTICAL CHEMICAL ELECTRONICS COMPUTER AND ENGINEERING AND MECHANICS SECTORS 4HERE IS ALSO A CERTAIN HOMOGENEITY WITHIN THIS GROUP IN WHICH EXCEPTING ELECTRONICS THE FOUR REMAINING SECTORS ACCOUNT FOR VERY SIMILAR PERCENTAGES BETWEEN AND

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

)N THE REST OF THE SAMPLE SEVERAL SECTORS ARE REPRESENTED INCLUDING CONSUMER GOODS BIOTECHNOLOGY COSMETICS SOFTWARE DESIGN AS WELL AS CONSULTANTS THE GOVERNMENT AND UNIVERSITIES 4HE CONSULTANCY GROUP CONTAINS COMPANIES

%XPERIENCE 7E INFERRED FROM THE SAMPLE THAT THE PATENT EXPERTS HAVE NOTABLY EXTENSIVE EXPERIENCE IN EVERYTHING RELATING TO THEIR WORK $ESPITE THE FACT THAT WE DID NOT SPECIlCALLY ASK IN THE QUESTIONNAIRE WHETHER THEIR EXPERIENCE RELATED EXCLUSIVELY TO PATENTS OR WHETHER IT WAS WIDER RANGING WE ARE INCLINED TO THINK THAT THEIR EXPERIENCE IN THE FORMER IS VERY EXTENSIVE )N FACT THE VAST MAJORITY OF THE SAMPLE REPORTS HAVING YEARS EXPERIENCE AND OVER YEARS &IGURE GIVES A BREAKDOWN OF THE SAMPLE IN TERMS OF EXPERIENCE IN THE lELD OF PATENTS 4HESE RESULTS SUPPORT THOSE OBTAINED FOR OUR RESEARCH DUE TO THE FACT THAT EXTENSIVE EXPERIENCE IN THE lELD OF PATENT ANALYSIS IS VERY RELEVANT TO AN ADEQUATE RESPONSE TO OUR QUESTIONNAIRE

)NFORMATION ON THE FUNCTIONS BY AREA OF INTEREST 4HIS SECTION DISCUSSES THE RESULTS RELATING TO THE FUNCTIONS INCLUDED IN THE KEY CHARACTERISTICS OF PATENT ANALYSIS SOFTWARE PLUS A lNAL SECTION ANALYZING THE RELATIVE IMPORTANCE OF SAID CHARACTERISTICS

3EARCHING AND $OWNLOADING 4HIS CHARACTERISTIC ASSEMBLES THE MAIN PATENT SEARCHING FUNCTIONS IN BOTH COMMERCIAL AS WELL AS IN PRIVATE DATABASES 4HE FUNCTIONS RELATING TO PATENT DOWNLOADING IMPORT OR SEARCH STRATEGY RECORDING IN THIS CHARACTERISTIC WERE CONSIDERED AT THE SAME TIME SEE 4ABLE

2ESULTS OF THE 3TUDY DEMAND USERS

&IGURE n 0ROFESSIONS OF THOSE POLLED

&IGURE n 3ECTORS REPRESENTED IN THE SAMPLE

&IGURE n 9EARS OF EXPERIENCE IN PATENT ANALYSIS OF PROFESSIONAL INDIVIDUALS POLLED

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

3EARCHING IN COMPLEMENTARY TECHNICAL GREY LITERATURE ONLINE DATABASES 3EARCHING IN LOCAL INTRANET DATABASES )MPORTING PATENT RECORDS FROM OTHER SOFTWARE ,AUNCHING SIMULTANEOUS SEARCHES IN MULTIPLE DATABASES 3AVING SEARCH STRATEGIES 3CHEDULING REPETITIVE SEARCHES $OWNLOADING AND INTEGRATION OF PATENT LEGAL STATUS $OWNLOADING AND INTEGRATION OF GRAPHICS $OWNLOADING AND LINKING OF PDF DOCUMENTS

4ABLE n 3EARCHING AND $OWNLOADING FUNCTIONS /F THESE FUNCTIONS THE ONE WHICH IS MOST USED FREQUENT USE OR WHICH HAS OBTAINED THE HIGHEST AVERAGE RATING IS h3AVING SEARCH STRATEGIESv 4HIS FUNCTION STANDS OUT FROM THE OTHERS DUE TO THE FACT THAT AROUND OF THOSE POLLED MAINTAIN THAT THEY ALWAYS USE IT /THER FUNCTIONS OBTAINED SIMILAR AVERAGE RATINGS SUCH AS h$OWNLOADING AND LINKING OF PDF DOCUMENTSv h,AUNCHING SIMULTANEOUS SEARCHES IN MULTIPLE DATABASESv OR h$OWNLOADING AND INTEGRATION OF PATENT LEGAL STATUSv FOR INSTANCE WHICH ARE USED WITH A FREQUENCY VERY CLOSE TO hOFTENv )N A SECOND GROUP NOT FAR BEHIND THE lRST WE lND LESS FREQUENTLY USED FUNCTIONS &OR INSTANCE h3CHEDULING REPETITIVE SEARCHESv h3EARCHING IN COMPLEMENTARY TECHNICAL GREY LITERATURE ONLINE DATABASESv h3EARCHING IN LOCAL INTRANET DATABASESv h$OWNLOADING AND INTEGRATION OF PATENT LEGAL STATUSv h)MPORTING PATENT RECORDS FROM OTHER SOFTWAREv ARE USED h3OMETIMESv )T SHOULD BE OBSERVED HOWEVER THAT THE DATA FOR EACH FUNCTION IS SOMEWHAT DISPERSED 4HAT IS USERS MAKE QUITE DIFFERENT USE OF THE FUNCTIONS ! MAXIMUM OF CASES AND A MINIMUM OF USERS PER TYPE OF USE WERE RECORDED FOR ALL FUNCTIONS &IGURE SHOWS THIS DISTRIBUTION

&ILTERING AND 6ALUE !DDING 4HIS GROUP OF FUNCTIONS UNDER THE HEADING lLTERS AND VALUE ADDING ALLOWS PATENTS TO BE MANAGED IN A VERY DIFFERENT WAY ONCE THEY HAVE BEEN CAPTURED AND lLED IN THE COMPANY S DATABASE 4HE FUNCTIONS INCLUDED IN THIS SECTION ARE AS FOLLOWS

. !

!LWAYS

/FTEN

!LMOST EVERY TIME

3OMETIMES ,ITTLE

6ERY LITTLE

.OT AT ALL

!LWAYS

/FTEN

. !

3OMETIMES

,ITTLE

.OT AT ALL

6ERY LITTLE

!LMOST EVERY TIME

2ESULTS OF THE 3TUDY DEMAND USERS

3EARCHING IN COMPLEMENTARY TECHNICAL GREY LITERATURE ONLINE DATABASES

3EARCHING IN LOCAL INTRANET DATABASES

)MPORTING PATENT RECORDS FROM OTHER SOFTWARE

,AUNCHING SIMULTANEOUS SEARCHES IN MULTIPLE DATABASES

3AVING SEARCH STRATEGIES

3CHEDULING REPETITIVE SEARCHES

$OWNLOADING AND INTEGRATION OF PATENT LEGAL STATUS

$OWNLOADING AND INTEGRATION OF GRAPHICS

$OWNLOADING AND LINKING OF PDF DOCUMENTS

&IGURE n 3EARCHING AND $OWNLOADING

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

!UTOMATIC PATENT DUPLICATE DETECTION AND REMOVAL !UTOMATIC GROUPING OF PATENT FAMILIES !UTOMATIC GENERATION OF lELD INDEXES $ElNITION AND BUILDING OF ADDITIONAL INDEXES 'ROUPING AND CLEANING OF INDEX TERMS %VALUATION OF PERTINENCE USER lLLED lELD !NNOTATION OF PATENTS USER lLLED lELD $ElNITION AND EDITION OF PATENT GROUPS ,INKING TO OTHER RELATED DOCUMENTS #REATION AND EDITION OF TAXONOMIES

4ABLE n &ILTERING AND 6ALUE !DDING FUNCTIONS 4HE RESULTS OF THE POLL SHOW THAT THERE IS SOME DIFFERENCE IN THE WAY IN WHICH THESE FUNCTIONS ARE USED &IRSTLY IT SHOULD BE OBSERVED THAT THE MOST FREQUENTLY USED FUNCTIONS ARE h!UTOMATIC GROUPING OF PATENT FAMILIESv AND h!UTOMATIC PATENT DUPLICATE DETECTION AND REMOVALv 4HE USE ASSOCIATED WITH THESE TWO FUNCTIONS IS hOFTENv AND RESPECTIVELY )N ADDITION AND EXPERTS IN EACH CASE STATED THAT THEY hALWAYSv USE THESE FUNCTIONS /N THE OTHER HAND THE FUNCTION WHICH IS LEAST USED IS h#REATION AND EDITION OF TAXONOMIESv (ALF OF ALL USERS OF THIS FUNCTION REPORT USING IT hLITTLEv /THER FUNCTIONS SUCH AS h!UTOMATIC GENERATION OF lELD INDEXESv h%VALUATION OF PERTINENCEv h!NNOTATION OF PATENTSv OR h,INKING TO OTHER RELATED DOCUMENTSv FOR INSTANCE HAVE AN AVERAGE USE RANGING BETWEEN hSOMETIMESv AND hOFTENv WHILST USE OF THE REMAINING FUNCTIONS SUCH AS h$ElNITION AND BUILDING OF ADDITIONAL INDEXESv h$ElNITION AND EDITION OF PATENT GROUPSv OR h'ROUPING AND CLEANING OF INDEX TERMSv APPEARS TO BE CLOSER TO hSOMETIMESv )T SHOULD BE EMPHASIZED HOWEVER THAT ALTHOUGH SOME FUNCTIONS OBTAINED A SPECIlC AVERAGE RATING RESPONSES WERE ALSO EXTREMELY WIDE RANGING )N OTHER WORDS THERE ARE AS MANY EXPERTS hALWAYSv USING A SPECIlC FUNCTION AS THOSE hNEVERv USING THAT SAME FUNCTION 4HERE ARE CLEAR DIFFERENCES IN THE USE BY EXPERTS OF FUNCTION h!UTOMATIC GENERATION OF lELD INDEXESv SHOWN BY THE FACT THAT A SIZEABLE NUMBER OF EXPERTS IN ALL USE GROUPS APPEARED ON THE SCALE OF POINTS WE ESTABLISHED IN THE QUESTIONNAIRE 4HESE lNDINGS CAN BE SEEN IN lGURE

2ESULTS OF THE 3TUDY DEMAND USERS

&IGURE n &ILTERING AND 6ALUE !DDING

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

,OCAL !NALYSIS AND %XPLOITATION 4HIS GROUP OF FUNCTIONS IS CHARACTERIZED BY ITS ABILITY TO ANALYZE AND USE PATENTS IN ACCORDANCE WITH THE CONCEPTS STATED IN THE FOLLOWING TABLE !UTOMATIC EXTRACTION OF MAIN KEYWORDS FROM PATENTS !UTOMATIC ABSTRACTS !UTOMATIC CLUSTERING OF PATENTS !UTOMATIC CLASSIlCATION OF PATENTS IN PRE DElNED CATEGORIES &ULL TEXT INDEXING SEARCHING 3EMANTIC INDEXING SEARCHING !BILITY TO USE LOCAL DATABASES TO INTEGRATE NEW DATA AND COMPLETE THE PATENT ANALYSIS

4ABLE n ,OCAL !NALYSIS AND %XPLOITATION FUNCTIONS

4HE RESULTS OF THE STUDY SHOW THAT THE FUNCTION WHICH STANDS OUT MOST IS h&ULL TEXT INDEXING SEARCHINGv OF PATENTS HAVING ASCERTAINED THAT EXPERTS USE THIS FUNCTION hOFTENv )T SHOULD BE OBSERVED THAT ALMOST OF EXPERTS OF THE TOTAL WHO ANSWERED THIS QUESTION ALWAYS USE THIS FUNCTION ! SECOND GROUP INCLUDES THE REMAINING FUNCTIONS WITH RELATIVELY SIMILAR RATINGS AN AVERAGE USE OF BETWEEN hLITTLEv AND hSOMETIMES 4HE FUNCTION IN THIS GROUP WHICH IS MOST USED IS THE OBTAINING OF h!UTOMATIC ABSTRACTSv AND THE LEAST USED IS h!UTOMATIC CLASSIlCATION OF PATENTS IN PRE DElNED CATEGORIESv 4HE OTHER FUNCTIONS ARE SITUATED BETWEEN THESE TWO EXTREMES SEE &IGURE

'RAPHIC 'ENERATION 4HE APPLICATIONS USED IN PATENT ANALYSIS CAN SHOW THE INFORMATION THEY ARE PROCESSING IN GRAPHIC FORM ALLOWING AN ADDITIONAL VISUAL EXPLOITATION WHICH IS SOMEHOW FAR MORE VIVID THAN IN THE CASES DESCRIBED ABOVE 4HE lVE FUNCTIONS FOR WHICH INFORMATION WAS REQUESTED IN THIS STUDY ARE AS FOLLOWS

. !

!LWAYS

!LMOST EVERY TIME

/FTEN

3OMETIMES

6ERY LITTLE

,ITTLE

!LWAYS

.OT AT ALL

. !

/FTEN

!LMOST EVERY TIME

3OMETIMES

,ITTLE

6ERY LITTLE

.OT AT ALL

2ESULTS OF THE 3TUDY DEMAND USERS

!UTOMATIC EXTRACTION OF MAIN KEYWORDS FROM PATENTS

!UTOMATIC ABSTRACTS

!UTOMATIC CLUSTERING OF PATENTS

!UTOMATIC CLASSIFICATION OF PATENTS IN PRE DEFINED CATEGORIES

&ULL TEXT INDEXING SEARCHING

3EMANTIC INDEXING SEARCHING

!BILITY TO USE LOCAL DATABASES TO INTEGRATE NEW DATA AND COMPLETE THE PATENT ANALYSIS

&IGURE n ,OCAL !NALYSIS AND %XPLOITATION

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

#ITE ANALYSIS CITED AND CITING PATENTS IN RELATION TO A KNOWN PATENT 2ANKINGS n !NALYSIS OF ONE lELD -ATRIX OR BAR GRAPHS n 4WO lELDS CO OCCURRENCE ANALYSIS .ETWORK RELATIONS ANALYSIS 4WO lELDS CO OCCURRENCE ANALYSIS 3PACE OR TOPOGRAPHIC REPRESENTATION OF A PATENT COLLECTION n TEXT MINING ANALYSIS

4ABLE n 'RAPHIC 'ENERATION FUNCTIONS 4HE TWO MOST USED FUNCTIONS ARE h2ANKINGS n !NALYSIS OF ONE lELDv AND h#ITE ANALYSISv WITH AND RESPECTIVELY SUGGESTING THAT THEY ARE USED hSOMETIMESv 4HESE ARE FOLLOWED BY h-ATRIX OR BAR GRAPHS n 4WO lELDS CO OCCURRENCE ANALYSISv WHICH IS USED FROM hLITTLEv TO hSOMETIMESv AND h.ETWORK RELATIONS ANALYSIS 4WO lELDS CO OCCURRENCE ANALYSISv WHICH IS USED SLIGHTLY MORE THAN hLITTLEv ,ASTLY h3PACE OR TOPOGRAPHIC REPRESENTATION OF A PATENT COLLECTION n TEXT MINING ANALYSISv IS SELDOM USED GIVEN THAT THE MAJORITY OF THE RESPONSES WE RECEIVED FELL INTO THE CATEGORIES hVERY LITTLEv AND hLITTLEv SEE &IGURE

$ISSEMINATION AND 7ORKGROUP 4HIS GROUP CONTAINS THE FOLLOWING FUNCTIONS 0UBLISH THE CONTENTS IN THE INTRANET INTERNET #USTOMIZED ALERTS !LERTS WITH CHANGES ON THE LEGAL STATUS !UTOMATIC REPORTS USING TEMPLATES %XPORT ALL THE lELDS CSV TXT XML ETC ,INK A PATENT TO A POLL WITH A KEY QUESTION ,INK A PATENT TO A FORUM AND BEGIN DISCUSSION ,INK A PATENT TO AN EVENT WITH A SHARED AGENDA

4ABLE n $ISSEMINATION AND 7ORKGROUP FUNCTION 4HE FUNCTION h#USTOMIZED ALERTSv IS USED hOFTENv )N SECOND PLACE SOMEWHERE BETWEEN hSOMETIMESv AND hOFTENv COMES h%XPORT ALL THE lELDSv AND h0UBLISH THE CONTENTS IN THE INTRANET INTERNETv WITH AND RESPECTIVELY 4WO FUNCTIONS h!LERTS WITH CHANGES ON THE LEGAL STATUSv AND h!UTOMATIC

2ESULTS OF THE 3TUDY DEMAND USERS

&IGURE n 'RAPHIC 'ENERATION

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

REPORTS USING TEMPLATESv WERE IDENTIlED AS BEING USED hSOMETIMESv ,ASTLY ANOTHER THREE FUNCTIONS ARE USED hLITTLEv )T SHOULD BE NOTED THAT THESE FUNCTIONS h,INK A PATENT TO AN EVENT WITH A SHARED AGENDAv h,INK A PATENT TO A POLL WITH A KEY QUESTIONv AND h,INK A PATENT TO A FORUM AND BEGIN DISCUSSIONv ARE THE ONES WHICH WERE RATED LOWEST IN THIS GROUP SINCE OVER OF THOSE POLLED SAID THAT THEY DO NOT USE THESE FUNCTIONS SEE &IGURE

-ANAGEMENT OF 4OOL 4HIS GROUP CONTAINS THE FOLLOWING FUNCTIONS -ANAGEMENT OF USERS ACCESS RIGHTS -ANAGEMENT OF $OCUMENT COLLECTIONS ACCESS RIGHTS 3IMULTANEOUS MULTI USER ACCESS AND EDITION #USTOMIZATION OF ACCESS AND SEARCH INTERFACE -ULTILANGUAGE INTERFACE 3YSTEM UTILIZATION STATISTICS

4ABLE n -ANAGEMENT OF 4OOL FUNCTIONS 4HE FUNCTIONS ABOVE REFER TO THE ABILITY OF THE SOFTWARE TO MANAGE THE APPLICATIONS IN SUCH A WAY THAT USER NEEDS ARE MET )T SHOULD BE EMPHASIZED THAT THE OVERALL RESULTS OBTAINED IN THIS SECTION ARE AMONG THE LOWEST IN THE POLL !S IS SHOWN IN lGURE USER RESPONSES ARE FAIRLY SIMILAR FOR ALL FUNCTIONS WITH AN AVERAGE USE WHICH IS CLOSE TO hSOMETIMESv !LTHOUGH THE RESPONSES ARE QUITE VARIED THE ONE WHICH APPEARS MOST FREQUENTLY FROM TO IS hNEVERv 4HE FUNCTION WHICH STANDS OUT AS BEING LEAST USED IS h-ULTILANGUAGE INTERFACEv

)MPORTANCE 4HE IMPORTANCE ATTACHED TO EACH OF THE FUNCTIONS INCLUDED IN THIS SECTION IS A RELEVANT ESTIMATE OF HOW HIGHLY THEY ARE RATED 4HIS IS HOW WE DISTINGUISH FREQUENCY OF USE FROM THE RELATIVE VALUE EACH USER CONSIDERS HAS BEEN ADDED TO HIS WORK BY EACH GROUP OF FUNCTIONS

2ESULTS OF THE 3TUDY DEMAND USERS

&IGURE n$ISSEMINATION AND 7ORKGROUP

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

&IGURE n -ANAGEMENT OF 4OOL

)N ORDER TO ASSESS THIS ASPECT OF THE SOFTWARE WE HAVE USED AN APPROACH WHICH RELATES ALL THE FUNCTIONS TO THE ONE GIVEN THE LOWEST RATING BY USERS )N THIS WAY A COMPARISON BETWEEN ALL THE FUNCTIONS CAN BE ESTABLISHED ON A QUALITATIVE BASIS WHICH IS APPROPRIATE FOR OUR STUDY ! TOTAL OF EXPERTS COMPLETED THIS SECTION )N ORDER TO MAKE THE EVALUATION PROCESS EASIER THE QUESTIONNAIRE SUGGESTED AN ASSESSMENT SCALE OF TO WITH INTERVALS OF POINTS 4HE RESULTS OF THE AVERAGE USER RATINGS OBTAINED ARE SHOWN IN TABLE 4HE TABLE SHOWS THE AVERAGE OF THE RESULTS OBTAINED AND THE CORRECTION CARRIED OUT IN ORDER TO OBTAIN THE RELATIVE VALUE

2ESULTS OF THE 3TUDY DEMAND USERS

'ROUPS

!VERAGE

#ORRECTION

3EARCHING AND $OWNLOADING

&ILTERING AND 6ALUE !DDING

,OCAL !NALYSIS AND %XPLOITATION

'RAPHIC 'ENERATION

$ISSEMINATION AND 7ORKGROUP

-ANAGEMENT OF 4OOL

4ABLE n 2ELATIVE IMPORTANCE OF FUNCTIONS

&IRSTLY h3EARCHING AND $OWNLOADINGv IS THE CHARACTERISTIC MOST APPRECIATED BY USERS FOR ANALYZING PATENTS 4HIS GROUP WAS RATED HIGHEST WITH RESULTS WHICH REmECT THE FACT THAT THOSE POLLED ATTACH AN IMPORTANCE TO IT WHICH IS MORE THAN TWICE THAT ATTRIBUTED TO h-ANAGEMENT OF 4OOLv )N ADDITION TO THIS MORE THAN OF THOSE POLLED GAVE THIS TYPE OF FUNCTION MAXIMUM RATING 4HE SECOND ITEM h&ILTERING AND VALUE ADDINGv ALSO STANDS OUT AS BEING APPRECIATED ALMOST TWICE AS MUCH BY THOSE POLLED AS THE REFERENCE CHARACTERISTIC 4HIS MEANS THAT THE FUNCTIONS ASSOCIATED WITH THIS CHARACTERISTIC RANK HIGHLY AMONG USERS .EVERTHELESS ONLY OF THOSE POLLED EXPRESSED AN OPINION ON THIS CONCEPT AND SO IT DElNITELY HAS LESS OF AN IMPACT THAN IN THE CASE OF THE PREVIOUS CONCEPT h3EARCHINGv h,OCAL !NALYSIS AND %XPLOITATIONv WAS RATED AT ,ASTLY ANOTHER TWO CHARACTERISTICS WERE GIVEN A SIMILAR DEGREE OF IMPORTANCE 4HOSE POLLED RATED h'RAPHIC 'ENERATIONv AND h$ISSEMINATION AND 7ORKGROUPv ONLY JUST ABOVE h-ANAGEMENT 4OOLv 4HE DATA OBTAINED ALLOWS PRIORITIES TO BE ESTABLISHED EMANATING FROM THE OPINIONS OF USERS REGARDING WHICH FUNCTIONS REQUIRE MORE ATTENTION IN TERMS OF DESIGN AND THE IMPROVEMENT OF THE TYPE OF SOFTWARE BEING STUDIED

&OOTNOTES

&OR INSTANCE LEGAL COPYRIGHT MANAGEMENT CONSULTANTS ANALYSIS AND ASSESSMENT OF THE lNANCIAL RISK IN COPYRIGHT LAWYERS AND CONSULTANTS OR )0 CONSULTANTS 4HE SCALE USED WAS .OT AT ALL 6ERY LITTLE ,ITTLE 3OMETIMES /FTEN !LMOST EVERY TIME !LWAYS Y . !

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

-ETHOD SUGGESTED BY *UAN -ANEL "ATISTA OF %3!$% "USINESS 3CHOOL 0ERSONAL #OMMUNICATION 4HE QUESTIONNAIRE CONTAINS THE FOLLOWING EXPLANATION FOR USERS INTERVIEWED ./4% !SSIGN h v TO THE LEAST IMPORTANT GROUP OF METHODS TECHNIQUES AND RATE !,, THE OTHERS GROUPS AGAINST IT )F YOU RATE h v IT MEANS THAT THE GROUP OF METHODS ARE EQUIVALENT TO THE ONE BEING COMPARED WITH )F YOU RATE THEN IT MEANS THAT THE GROUP OF METHODS ARE MORE IMPORTANT TO THE ONE BEING COMPARED WITH )F YOU RATE THAT MEANS THAT IT IS ONE TIME MORE IMPORTANT OR DOBBLE AND IF YOU RATE IT IS TWO TIME MORE IMPORTANT AND SO ON 4HE CORRECTION WAS CARRIED OUT AS FOLLOWS 4HE LOWEST AVERAGE RATING WAS IDENTIlED )N THE CASE OF h3OFTWARE -ANAGEMENTv IT IS 3INCE THE SYSTEM TAKES AS THE LOWEST RATING WE MADE THE LOWEST RATING THE REFERENCE RATING 4HAT IS REDUCING BY )N THIS CASE h3OFTWARE -ANAGEMENTv BECAME THE REFERENCE AND THUS TOOK ON THE RATING 4HE RATINGS OF OTHER ITEMS WERE REDUCED BY THE SAME AMOUNT IN ORDER TO STUDY THE INCREMENTAL RATINGS IN TERMS OF IMPORTANCE IN ACCORDANCE WITH THE EVALUATION SYSTEM USED IN THE QUESTIONNAIRE

3%#4)/. &)6% #OMPARISON OF 3OFTWARE 3UPPLY

#/-0!2)3/. /& 3/&47!2% 3500,9

)N THIS SECTION THE TECHNICAL SPECIlCATIONS FOR lVE OF THE SOFTWARES WILL BE EVALUATED IN DEPTH IN THIS STUDY (OWEVER INFORMATION WILL ALSO BE ADDED ON A FURTHER TEN SOFTWARES WHICH HAVE NOT BEEN FULLY EVALUATED 4HE PARTIAL OR COMPLETE DESCRIPTION OF THE PROGRAMS IS CARRIED OUT USING THE FORMAT BELOW .AME OF THE PROGRAM AND THE COMPANY S DETAILS %VALUATION TABLE SUMMARISING FEATURE ACCORDING TO THE SYSTEM ADOPTED BY THIS STUDY $ESCRIPTION AND DETAILS OF THE PROGRAM S FEATURES IN SIX KEY AREAS 4HE TECHNICAL DETAILS OF EACH PROGRAM ARE PRESENTED IN THE FOLLOWING SECTION IN ALPHABETICAL ORDER

0ROGRAM EVALUATED -ATHEO !NALYZER V 0RODUCER )-#3 RUE #RILLON -ARSEILLE &RANCE 4ELEPHONE &AX % MAIL INFO IMCSLINE COM 7EBSITE HTTP WWW MATHEO SOFTWARE COM

%VALUATION 4ABLE -!4(%/ !.!,9:%2 V

%VALUATION

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

&ILTERING AND 6ALUE !DDING !UTOMATIC DUPLICATE DETECTION AND REMOVAL !UTOMATIC GROUPING OF PATENT FAMILIES !UTOMATIC GENERATION OF lELD INDEXES !BILITY TO DElNE AND BUILD NEW INDEXES 7IZARD FOR GROUPING AND CLEANING TERMS OF INDEXES 0ATENT PERTINENCE USER lLLED lELD !NNOTATION OF PATENTS USER lLLED lELD !BILITY TO DElNE AND EDIT PATENT GROUPS ,INKS TO OTHER RELATED DOCUMENTS 4AXONOMIES CREATION AND EDITION ,OCAL !NALYSIS AND %XPLOITATION !UTOMATIC EXTRACTION OF MAIN KEYWORDS FROM PATENTS !UTOMATIC ABSTRACTS !UTOMATIC CLUSTERING OF PATENTS !UTOMATIC CLASSIlCATION OF PATENTS USING SEMANTIC lLTERS &ULL TEXT SEARCHING CAPABILITIES 3EMANTIC SEARCHING CAPABILITIES 'RAPHIC 'ENERATION #ITE !NALYSIS CITED AND CITING PATENTS IN RELATION TO A KNOWN PATENT 2ANKINGS !NALYSIS OF ONE lELD -ATRIX OR "AR GRAPHS n 4WO lELD S CO OCCURRENCE ANALYSIS .ETWORK RELATIONS ANALYSIS n 4WO lELDS CO OCCURRENCE ANALYSIS

#OMPARISON OF 3OFTWARE 3UPPLY -ATHEO !NALYZER V

3PACE OR TOPOGRAPHIC REPRESENTATION OF A PATENT COLLECTION n TEXT MINING ANALYSIS !BILITY TO USE LOCAL DATABASES TO INTEGRATE NEW DATA AND COMPLETE THE PATENT ANALYSIS $ISSEMINATION AND 7ORKGROUP !BILITY TO PUBLISH THE CONTENTS IN THE INTRANET INTERNET 0ERSONALISED ALERTS !LERTS TO DETECT CHANGES IN THE LEGAL STATUS OF A PATENT !UTOMATIC REPORTS USING TEMPLATES !BILITY TO EXPORT DATA !BILITY TO CREATE A POLL AND LINK A PATENT TO A POLL !BILITY TO LINK A PATENT TO A FORUM !BILITY TO LINK A PATENT TO AN EVENT IN A SHARED AGENDA -ANAGEMENT OF 4OOL -ANAGEMENT OF USERS ACCESS RIGHT -ANAGEMENT OF $OCUMENT COLLECTIONS ACCESS RIGHTS 3IMULTANEOUS MULTI USER ACCESS AND EDITION #USTOMIZATION OF ACCESS AND SEARCH INTERFACE -ULTILANGUAGE INTERFACE 3YSTEM UTILIZATION STATISTIC

4ABLE n "ENCHMARK FOR THE h-ATHEO !NALYZER V v

$ElNITION OF THE SOFTWARE -ATHEO !NALYZER IS A TOOL SPECIALISING IN GRAPHICALLY VISUALISING AND ANALYSING INFORMATION RETRIEVED FROM BIBLIOGRAPHIC DATABASES 4HE PURPOSE IS TO ANALYSE ALL TYPES OF BIBLIOGRAPHIC REFERENCES RETRIEVE THIS INFORMATION FROM ITS

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

RESPECTIVE lELDS AND GIVE IT THE APPROPRIATE BIBLIOMETRIC TREATMENT

&IGURE n h-ATHEO !NALYZER V v MAIN SCREEN

#OMMENTS ON THE FEATURES STUDIED 3EARCHING AND $OWNLOADING #ONNECTION TO DATABASES -ATHEO !NALYZER DOES NOT HAVE MODULES FOR CARRYING OUT DATABASE SEARCHES )TS STARTING POINTS ARE THE LISTS IN TEXT FORM WHICH CONTAIN REGISTERS OBTAINED FROM DATABASES OR OTHER APPLICATIONS &OR INSTANCE IT CAN USE DATA ACCESSED FROM EXPORTED -ATHEO 0ATENT BIBLIOGRAPHIC lLES -ATHEO !NALYZER CONTAINS AN ASSISTANT TO TAKE THE INEXPERIENCED USER STEP BY STEP THROUGH THE IMPORTATION OF A LIST OF lLES 7HEN THE PROCESS HAS lNISHED THE CORRECT STEPS FOR IMPORTING FROM SUCH A SOURCE CAN BE SAVED FOR LATER REFERENCE AND USE -ATHEO !NALYZER ALLOWS THE USER TO CARRY OUT VARIOUS TYPES OF IMPORTATION AT ANY TIME FOR A GIVEN PROJECT NEW lELDS WHICH HAD NOT BEEN IMPORTED PREVIOUSLY MAY BE ENTERED )N ADDITION

4HE PROGRAM CAN IMPORT NEW RECORDS DIFFERENTIALLY RECORDS WITH hKEYv lELDS DIFFERING FROM THOSE ALREADY LOADED CAN BE IMPORTED -ATHEO !NALYZER IS NOT DESIGNED TO IMPORT OR MANAGE EITHER GRAPHICS OR ATTACHED PDF DOCUMENTS

#OMPARISON OF 3OFTWARE 3UPPLY -ATHEO !NALYZER V

&IGURE n h-ATHEO !NALYZER V v IMPORTATION

&ILTERING AND 6ALUE !DDING )DENTIlCATION OF DUPLICATES -ATHEO !NALYZER DETECTS DUPLICATED PATENTS BY IDENTIFYING A hKEYv lELD WHICH CANNOT BE COPIED 7ORKING WITH lELDS -ATHEO !NALYZER CAN CREATE NEW SUBlELDS FROM EXISTING ONES AND CAN CREATE NEW LINKED INDICES 4HIS OPERATION IS GENERALLY CARRIED OUT IN ORDER TO WORK LATER WITH SUBGROUPS OF SPECIAL INTEREST FOR EXAMPLE THE MAIN PATENTEES OF THE lRST CLASSIlCATIONS 4HE SELECTION OF THE TERMS WHICH A USER WISHES TO INCORPORATE INTO A NEW SUBlELD MAY BE DElNED USING VARIOUS CRITERIA RANGE OF FREQUENCY SEARCH USING KEY TERMS OR DIRECT SELECTION FROM AN INDEX 3TANDARDISATION AND CLEANING OF INDICES -ATHEO !NALYZER AUTOMATICALLY GENERATES AS MANY INDICES AS THERE ARE lELDS DElNED IN THE IMPORTATION PROCESS 4HE USER MAY SEARCH THROUGH THESE AND EXAMINE THE PATENTS CLASSIlED WITH EACH TERM !LL lELDS CAN BE EDITED 4HERE ARE TWO METHODS TO FACILITATE THE CREATION OF A PARTICULAR lELD 2EFERENCE TABLE lLTERED 4HIS CONSISTS OF A TOOL FOR AUTOMATICALLY DELETING ALL THE UNWANTED TERMS IN A PARTICULAR lELD )T IS MADE UP OF A LIST OF TERMS OR COMMON EXPRESSIONS 4HIS TABLE IS OF INTEREST FOR

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

CLEANING AN INDEX IN TWO VERY DIFFERENT WAYS A !S A POSITIVE lLTER IF WE ARE ONLY INTERESTED IN WORKING WITH SPECIlED TERMS B !S A NEGATIVE lLTER IF WE ARE INTERESTED IN DELETING SPECIlED TERMS )N THIS CASE THE REFERENCE TABLE ACTS AS A LIST OF EMPTY WORDS 4HE REFERENCE TABLE CAN EITHER BE ENTERED BY HAND OR BY SELECTING A TEXT lLE WITH A LIST OF THE TERMS ONE PER LINE #ORRESPONDENCE TABLE THIS CONSISTS OF A TOOL USED FOR AUTOMATICALLY hSTANDARDISINGv TERMS IN A PARTICULAR lELD 4HE MECHANISM USED IS THAT OF SEARCH AND AUTOMATIC SUBSTITUTION BASED ON A DOUBLE LIST OF TERMS 4HE lRST LIST INDICATES THE hNON STANDARDv TERM WHILE THE SECOND INDICATES THE hSTANDARDv ONE WHICH SHOULD SUBSTITUTE IT 4HIS TABLE CAN BE LOADED AND EDITED MANUALLY BUT THE USER CAN ALSO CREATE A TEXT lLE WITH A PAIR OF TERMS ON EACH LINE AND THEN LOAD IT AUTOMATICALLY )N BOTH CASES THE USER CAN CREATE AS MANY CROSSED OR REFERENCE TABLES CROSSED TABLES AS THEY WISH

&IGURE n h-ATHEO !NALYZER V v REFERENCE TABLE

#OMPARISON OF 3OFTWARE 3UPPLY -ATHEO !NALYZER V

4HESAURUS -ATHEO !NALYZER DOES NOT CONTAIN A THESAURUS TO ESTABLISH EQUIVALENCE AMONG TERMS 4EXT MINING -ATHEO !NALYZER IS NOT EQUIPPED WITH TEXT MINING TECHNOLOGY 4EXT lELDS ALONG WITH THE TITLE A SUMMARY OR VARIOUS SEARCH REQUESTS CAN BE LOADED ANALYSED OR REMOVED USING THE REFERENCE TABLES BUT THEY ARE NOT ANALYSED USING SEMANTIC ALGORHYTHMS 5SER CLASSIlCATION -ATHEO !NALYZER IS NOT DESIGNED SO THAT THE USER CAN CLASSIFY INFORMATION )T IS ASSUMED THAT THIS TASK HAS BEEN CARRIED OUT PREVIOUSLY ,OCAL !NALYSIS AND %XPLOITATION -ATHEO !NALYZER CONTAINS THREE BASIC ELEMENTS FOR EXPLOITING INFORMATION EFFECTIVELY &ORMS "Y SELECTING A lELD THE INDEX IN THAT lELD IS DISPLAYED WITH ALL THE TERMS CONTAINED WITHIN AND THEIR FREQUENCY 4HIS INDEX FORMS THE BASIS FOR CARRYING OUT OTHER OPERATIONS 0AIRS "Y SELECTING ANY TWO lELDS AN INDEX WITH ALL COMBINATIONS OF PAIRS OF TERMS AND THEIR FREQUENCY OF CO OCCURRENCE IS SHOWN

&&IGURE n ! h-ATHEO !NALYZER V v CLUSTER #LUSTERS "Y SELECTING A lELD WHICH IN MOST CASES WILL BE A COMPLEX

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

TEXT lELD WITH SEVERAL CLASSIlCATIONS OR DESCRIPTORS AN ANALYSIS BASED ON THE + MEANS ALGORHYTHM IS CARRIED OUT 4HIS CLASSIlES THE PATENTS INTO GROUPS SHARING CERTAIN FEATURES WHICH IN TURN DIFFERENTIATE THEM FROM THE REST OF THE GROUPS 'RAPHIC 'ENERATION -ATHEO !NALYZER CAN CREATE THE FOLLOWING GRAPH TYPES (ISTOGRAMS &REQUENCY HISTOGRAM THIS ANALYSES THE CONTENT OF A lELD 4HE HEIGHT OF EACH BAR REPRESENTS THE NUMBER OF PATENTS CORRESPONDING TO EACH TERM 4HIS IS THE MOST COMMONLY USED TYPE 2ANGE HISTOGRAM THIS ANALYSES THE FREQUENCY OF THE TERMS USED IN A PARTICULAR lELD 4HE HEIGHT OF EACH BAR REPRESENTS THE NUMBER OF TERMS IN THIS lELD WITH A DETERMINED FREQUENCY )NDEXING DEPTH HISTOGRAM THIS ANALYSES THE LISTS WITH A DElNED NUMBER OF TERMS IN A PARTICULAR lELD )T INDICATES TO WHAT EXTENT THIS lELD IS WIDE RANGING MANY TERMS USED TO DElNE THIS lELD OR EXTREMELY CONCENTRATED VERY FEW TERMS USED TO DElNE THIS lELD

&IGURE n h-ATHEO !NALYZER V v FREQUENCY HISTOGRAM )N ALL THREE CASES A PREVIOUS CONDITION CAN BE CREATED BASED ON TEXT FREQUENCY

#OMPARISON OF 3OFTWARE 3UPPLY -ATHEO !NALYZER V

OR SELECTED TERMS FROM THE INDEX LINKED TO ANY lELD )N THIS CASE THE HISTOGRAM FROM ANY lELD WILL ONLY ANALYSE THE TERMS WITHIN THE LIMITS OF THAT PREVIOUS CONDITION .ETWORK A TWO DIMENSIONAL CARTOGRAPHIC DIAGRAM OF DIFFERING ELEMENTS NETWORK NODES AND THE RELATIONSHIPS AMONG THEM LINKS AMONG NODES %ACH ELEMENT USUALLY HAS AN ASSOCIATED NUMBER INDICATING ITS FREQUENCY AND MAY ALSO HAVE LINKS TO ANY OTHER ELEMENT )N THIS CASE THE TWO ELEMENTS FORM A hPAIRv 4HIS PAIR ALSO HAS AN ASSOCIATED NUMBER INDICATING THE FREQUENCY OF THE RELATIONSHIP BETWEEN THE TWO ELEMENTS "Y WAY OF A CONTEXTUAL MENU EVERY NODE IN THE NETWORK ALLOWS THE VISUALISATION OF THE PATENTS INCLUDED WITHIN IT AS WELL AS ALLOWING THE INSERTION OF COMMENTARIES IN THESE LISTS 4HERE ARE FOUR KINDS OF NETWORK GRAPHICS 3YMMETRIC NETWORK THIS CORRESPONDS WITH THE ANALYSIS OF THE TERMS IN A PARTICULAR lELD FOR INSTANCE ANALYSIS OF THE CO OPERATIVE RELATIONSHIP BETWEEN COMPANIES OR AUTHORS !SYMMETRIC NETWORK THIS CORRESPONDS WITH THE ANALYSIS OF THE TERMS FROM TWO lELDS FOR INSTANCE ANALYSIS OF THE RELATIONSHIP BETWEEN COMPANIES AND TECHNICAL lELDS

&IGURE n h-ATHEO !NALYZER V v ASYMMETRIC NETWORK #ONDORCET NETWORK THIS CORRESPONDS WITH THE ANALYSIS OF THE RELATIONSHIPS AMONG A GROUP OF PATENTS AS THEY SHARE A GROUP OF

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

TERMS FROM A PARTICULAR lELD FOR EXAMPLE ANALYSIS OF THE RELATIONSHIPS AMONG VARIOUS GROUPS OF PATENTS 0ROPAGATION NETWORK 4HIS CORRESPONDS TO THE MAXIMUM DEPLOYMENT OF THE 2ELATIONSHIPS AMONG TERMS IN THE SAME lELD BASED ON ONE OR MORE RECOGNISED TERMS FOR EXAMPLE THE RELATIONSHIPS AMONG INVENTORS FROM h,I -INGv ONWARDS

&IGURE n h-ATHEO ANALYZER V v PROPAGATION NETWORK -ATRIX 4HIS CARRIES OUT AN ANALYSIS OF CO OCCURRENCES BETWEEN TWO LISTS OF TERMS 4HE RESULT IS A MATRIX OF CELLS IN WHICH THE NUMBER OF CO OCCURRENCES APPEARING FOR EACH ONE IS GIVEN 4HE GREATER THE NUMBER OF CO OCCURRENCES THE DARKER COLOURED THE CELLS 4HEY CAN BE OF TWO KINDS 3IMPLE 4HESE CAN BE BINARY CONDORCET SYMMETRIC AND ASYMMETRIC 4HEY CONSIST OF TABLES WHOSE ROWS AND COLUMNS CONTAIN THE TERMS IN EACH lELD OR SUBlELD SEE lGURE %VOLVED -ETA-ATRIX 4HIS TYPE OF MATRIX CONTAINS THE TERMS OF A lELD OR SUBlELD IN ITS COLUMNS BUT IN ITS ROWS IT CONTAINS GROUPS OF TERMS SEE lGURE $ISSEMINATION AND 7ORKGROUP -ATHEO !NALYZER SOFTWARE IS FOR INDIVIDUAL USE AND DOES NOT PERMIT GROUPS OF USERS TO INTERACT .EITHER IS IT POSSIBLE TO PUBLISH INFORMATION ON THE WEB FOR OTHER USERS TO SEARCH FOR INFORMATION FROM ANOTHER COMPUTER -ATHEO

#OMPARISON OF 3OFTWARE 3UPPLY -ATHEO !NALYZER V

!NALYZER CAN EXPORT MATRICES TO A CSV COMMA SEPARATED VALUES FORMATTED TEXT DOCUMENT READABLE BY ANY SPREADSHEET OR DATABASE SOFTWARE

&IGURE n h-ATHEO !NALYZER V v ASYMMETRIC MATRIX

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

&IGURE n h-ATHEO !NALYZER V v META MATRIX -ANAGEMENT OF 4OOL 4HE FUNCTIONS DESCRIBED IN THIS SECTION ARE APPLICABLE TO SOFTWARE UTILISED BY VARIOUS PEOPLE 4HESE FUNCTIONS ARE NOT AVAILABLE IN -ATHEO !NALYZER

#OMPARISON OF 3OFTWARE 3UPPLY -ATHEO 0ATENT V

0ROGRAM EVALUATED -ATHEO 0ATENT V 0RODUCER )-#3 RUE #RILLON -ARSEILLE &RANCE 4ELEPHONE &AX % MAIL INFO IMCSLINE COM 7EBSITE HTTP WWW MATHEO SOFTWARE COM

-!4(%/ 0!4%.4 V

%VALUATION

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

#OMPARISON OF 3OFTWARE 3UPPLY -ATHEO 0ATENT V

!BILITY TO USE LOCAL DATABASES TO INTEGRATE NEW DATA AND COMPLETE THE PATENT ANALYSIS $ISSEMINATION AND 7ORKGROUP !BILITY TO PUBLISH THE CONTENTS IN THE INTRANET INTERNET 0ERSONALISED ALERTS !LERTS TO DETECT CHANGES IN THE LEGAL STATUS OF A PATENT !UTOMATIC REPORTS USING TEMPLATES !BILITY TO EXPORT DATA !BILITY TO CREATE A POLL AND LINK A PATENT TO A POLL !BILITY TO LINK A PATENT TO A FORUM !BILITY TO LINK A PATENT TO AN EVENT IN A SHARED AGENDA -ANAGEMENT OF 4OOL -ANAGEMENT OF USERS ACCESS RIGHTS -ANAGEMENT OF $OCUMENT COLLECTIONS ACCESS RIGHTS 3IMULTANEOUS MULTI USER ACCESS AND EDITION #USTOMIZATION OF ACCESS AND SEARCH INTERFACE -ULTILANGUAGE INTERFACE 3YSTEM UTILIZATION STATISTICS

4ABLE n h-ATHEO 0ATENT V v "ENCHMARK

$ElNITION OF THE SOFTWARE -ATHEO 0ATENT IS A TOOL SPECIlCALLY DESIGNED FOR 4ECHNOLOGICAL 3UPERVISION AND -ANAGEMENT OF )NDUSTRIAL 0ROPERTY WHICH ALLOWS THE AUTOMIZATION OF THE USE OF VARIOUS SOURCES OF PATENTS %SPACENET 5304/ REQUESTS AND 5304/ CONCESSIONS )N ADDITION IT MANAGES THE PUBLISHING ANNOTATION GROUPING

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

AND CONSULTATION OF PATENTS FOUND AS WELL AS UPDATING THEM &INALLY IT IS CAPABLE OF ANALYSING PATENTS FROM A VARIETY OF VIEWPOINTS GENERATING MATRICES HISTOGRAMS OR RELATIONSHIP MAPPING

&IGURE n h-ATHEO 0ATENT V v MAIN SCREEN

#OMMENTS ON THE FEATURES STUDIED 3EARCHING AND $OWNLOADING #$ATABASE CONNECTIONS -ATHEO 0ATENT CONTAINS A MODULE INTERFACE TO CARRY OUT SEARCHES IN %SPACENET AND 5304/ -ATHEO 0ATENT BREAKS DOWN THE SEARCHES INTO TIME PERIODS YEAR TO YEAR OR EVEN MONTH TO MONTH 4HUS EVEN WITH WIDE SEARCH STRATEGIES IT DOES NOT GO BEYOND THE VISUALISATION LIMIT OF PATENTS IMPOSED BY %SPACENET )T IS THEREFORE CAPABLE OF RETRIEVING ALL EXISTING INFORMATION )T CAN ALSO DOWNLOAD ALL THE lELDS AVAILABLE FOR EACH PATENT BIBLIOGRAPHIC lLE SUMMARY SEARCH REQUESTS GRAPHICS lRST PAGE AND EVEN A 0$& lLE WITH THE WHOLE PATENT DOCUMENT 4HESE lELDS CAN THEN BE STORED IN A LOCAL DATABASE -ATHEO 0ATENT ALSO ALLOWS THE USER TO CARRY OUT VARIOUS COMPLEMENTARY SEARCH STRATEGIES IN VARIOUS PHASES GIVEN THAT ONCE A PARTICULAR SET OF SEARCH RESULTS HAS BEEN DOWNLOADED A NEW QUESTION CAN BE ASKED AND NEW PATENTS CAN BE DOWNLOADED 0ATENTS ALREADY DOWNLOADED FROM AN EARLIER SEARCH WILL

#OMPARISON OF 3OFTWARE 3UPPLY -ATHEO 0ATENT V

NOT BE REPEATED )T ALSO PERMITS THE SELECTIVE LOADING OF A SPECIlC LIST OF PATENTS OF INTEREST !T ANY GIVEN MOMENT AND FOR ANY PATENT -ATHEO 0ATENT PERMITS THE DOWNLOAD OF THOSE lELDS WHICH WERE NOT INITIALLY DONE SO

&IGURE n 3EARCH FORM FOR h-ATHEO 0ATENT V v !T ANY GIVEN MOMENT THE USER MAY CARRY OUT ANY OF THE ABOVE SEARCH STRATEGIES FOR THE PROJECT AND DOWNLOAD THE NEW PATENTS PUBLISHED CONCERNING THAT SUBJECT -ATHEO 0UBLISHER DETECTS THE DATE ON WHICH THIS SEARCH WAS LAST RUN AND RUNS THE SEARCH ONLY FROM THAT DATE ONWARDS !LL NEW PATENTS ARE ASSIGNED AN ICON INDICATING THAT THIS INFORMATION IS PENDING REVISION &ILTERING AND 6ALUE !DDING )DENTIFYING DUPLICATES -ATHEO 0ATENT DETECTS DUPLICATED PATENTS AND DOES NOT DOWNLOAD THEM 7ORKING WITH lELDS -ATHEO 0ATENT CANNOT CREATE NEW lELDS BASED ON EXISTING ONES .EITHER CAN IT CREATE NEW INDICES -ATHEO 0ATENT HAS AN INTERNAL ENGINE ALLOWING IT TO CARRY OUT ADVANCED SEARCHES IN ALL lELDS USING "OOLEAN ,OGIC 4HIS FUNCTION FACILITATES THE IDENTIlCATION OF PATENTS FULlLLING CERTAIN CONDITIONS AND THUS PERMITS THE CREATION OF GROUPS 3TANDARDIZING AND CLEANING INDICES -ATHEO 0ATENT AUTOMATICALLY GENERATES

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

INDICES INVENTOR APPLICANT YEAR OF PRIORITY YEAR OF PUBLICATION NUMBER OF FAMILY MEMBERS GROUP DIGIT )0# CLASSIlCATION COMPLETE )0# CLASSIlCATION AND %#,! CLASSIlCATION MAKING THEM AVAILABLE TO USERS SO THEY MAY CHECK THEM AND EXAMINE THE PATENTS CLASSIlED WITHIN EACH TERM &IELDS WITH INFORMATION DOWNLOADED FROM THE DATABASES CANNOT BE EDITED EXCEPT FOR @INVENTOR AND @APPLICANT 4HERE IS NO HELP FACILITY FOR EDITING INVENTORS AND APPLICANTS )F A USER WISHES TO PURGE AN INDEX THE NON STANDARD ENTRIES MUST BE CORRECTED MANUALLY

&IGURE n h-ATHEO 0ATENT V v INDEX 4HESAURUS -ATHEO 0ATENT DOE NOT PERMIT THE CREATION OF LISTS OF KEY WORDS A THESAURUS OR LISTS OF EMPTY WORDS 4EXT MINING -ATHEO 0ATENT DOES NOT DISPOSE OF TEXT MINING TECHNOLOGY 4HE TITLE SUMMARY AND QUERIES CAN BE LOADED BUT MAY NOT BE ANALYSED 5SER CLASSIlCATION 4HE USER CAN GIVE VALUE TO THE INFORMATION BY ADDING NOTES TO ANY PATENT 4O DO THIS THE hCOMMENTSv lELD IS USED )T IS ALSO POSSIBLE TO EVALUATE A PATENT S RELEVANCE ON A SCALE OF TO AND CREATE CUSTOMIZED GROUPS 5SERS CANNOT CREATE A LINK BETWEEN EACH PATENT AND ITS PDF DOCUMENT FORMAT ALTHOUGH THE PATENT S lRST PAGE CAN BE LINKED WITH THE hMOSAICv PAGE WHICH CONTAINS THE MOST REPRESENTATIVE GRAPHICS AND DIAGRAMS ,OCAL !NALYSIS AND %XPLOITATION -ATHEO 0ATENT INCLUDES THE h2EPORTv FUNCTION WHICH CREATES A NEW DOCUMENT

#OMPARISON OF 3OFTWARE 3UPPLY -ATHEO 0ATENT V

IN -3 WORD WITH A VARIETY OF OPTIONS TO CHOOSE FROM 1UICK 2EPORT CREATES A DOCUMENT WITH THE PROJECT TITLE THE NUMBER OF FAMILIES THE NUMBER OF PATENTS THE SEARCH STRATEGIES USED AND A RANGE OF CALCULATIONS FOR EACH OF THE MOST SIGNIlCANT lELDS 'LOBAL 2EPORT THIS MAY INCLUDE THE FOLLOWING SECTIONS AT THE USER S DISCRETION 'ENERAL OVERALL DATA ON THE PROJECT $ETAILS HISTOGRAMS -AIN INVENTORS APPLICANTS DIGIT )0# CLASSIlCATIONS DIGIT #0)S COMPLETE #ONSUMER 0RICE )NDICES AND %#,! CLASSIlCATIONS 3TATISTICS MAIN CO OCCURRENCES )NVENTORS APPLICANTS INVENTORS DIGIT #ONSUMER 0RICE )NDICES FROM NOW ON #0)S APPLICANTS DIGIT )0#S 5SER INFORMATION (ISTOGRAM WITH THE NUMBER OF PATENTS PER GROUP AND LISTS OF THE NUMBER OF PATENTS INCLUDED IN EACH GROUP )0# 2EPORT )NCLUDES ANALYSIS FOCUSED ON THE )0# lELD 'ENERAL /VERALL PROJECT DATA $ETAILS HISTOGRAMS DIGIT #0) DIGIT #0) COMPLETE #0) 3TATISTICS MAIN MATCHES DIGIT #0) !PPLICANT DIGIT #0) 9EAR OF PUBLICATION DIGIT #0) !PPLICANT DIGIT #0) 9EAR OF PUBLICATION DIGIT #0) DIGIT #0) COMPLETE #0) COMPLETE #0) -ATRICES TABLES DIGIT #0) !PPLICANT DIGIT #0) 9EAR OF PUBLICATION DIGIT #0) !PPLICANT DIGIT #0) 9EAR OF PUBLICATION ,IST 4HERE ARE FOUR KINDS OF LISTS )NVENTORS LIST OF INVENTORS WITH THEIR FREQUENCY )0# #LASS DIGITS LISTS THE DIGIT #0) CLASSIlCATIONS AND THEIR FREQUENCY )0# #LASS ALL DIGITS LISTS THE DIGIT #0) CLASSIlCATIONS AND THEIR FREQUENCY 0ATENT ASSIGNEE LISTS THE PATENTEES AND THEIR FREQUENCY 0ATENT !SSIGNEE 2EPORT INCLUDES ANALYSIS FOCUSED ON THE APPLICANT lELD 'ENERAL /VERALL PROJECT DATA $ETAILS (ISTOGRAM WITH MAIN APPLICANTS AND LISTS OF ALL APPLICANTS BY FREQUENCY 3TATISTICS MAIN MATCHES !PPLICANTS DIGIT #0)S APPLICANTS

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

COMPLETE #0)S APPLICANTS YEAR OF PUBLICATION 3HORT 2EPORT )NCLUDES THE FOLLOWING ANALYSIS 'ENERAL /VERALL PROJECT DATA 3TATISTICS MAIN MATCHES !PPLICANTS YEAR APPLICANTS DIGIT #0)S APPLICANTS COMPLETE #0)S DIGIT #0)S YEAR OF PUBLICATION COMPLETE #0) YEAR OF PUBLICATION 'RAPHIC 'ENERATION -ATHEO 0ATENT CAN CREATE THE FOLLOWING TYPES OF GRAPHS #HART HISTOGRAM #ORRESPONDS TO THE ANALYSIS OF A lELD S CONTENT 4HE VERTICAL AXIS 2EPRESENTS THE NUMBER OF PATENTS WHICH CORRESPOND TO EACH TERM 4HE GRAPH CAN EASILY BE SET TO LIMIT THE MINIMUM FREQUENCY OF EACH TERM

&IGURE h-ATHEO 0ATENT V v CHART -ATRIICE -ATRIX #ARRIES OUT ANALYSIS OF MATCHES IN TWO lELDS 4HE lELDS WHICH CAN BE USED FOR THIS ANALYSIS ARE INVENTOR APPLICANT YEAR OF PRIORITY YEAR OF PUBLICATION NUMBER OF FAMILY MEMBERS GROUP DIIT #0) CLASSIlCATION COMPLETE )0# CLASSIlCATION AND %#,! CLASSIlCATION 4HE RESULT IS A MATRIX OF CELLS IN WHICH THE MATCH NUMBER APPEARS FOR EACH ONE 4HE CELLS COLOUR BECOMES MORE INTENSE THE HIGHER THE NUMBER OF MATCHES

#OMPARISON OF 3OFTWARE 3UPPLY -ATHEO 0ATENT V

&IGURE n 4HE h-ATHEO 0ATENT V v MATRIX .ETWORK 4HIS IS A DIMENSIONAL MAP DIAGRAM OF THE MAIN ELEMENTS IN TWO lELDS AND THE RELATIONSHIP BETWEEN THEM %ACH ELEMENT IS SHOWN AS A COLOURED RECTANGLE WITH ITS NAME %ACH ELEMENT HAS A NUMBER INDICATING ITS FREQUENCY THE NUMBER OF PATENTS IN WHICH IT APPEARS %VERY ELEMENT CAN HAVE A LINK TO ANOTHER ONE IN ANOTHER lELD )N THIS CASE THEY FORM A hPAIRv 4HIS PAIR HAS A REFERENCE NUMBER INDICATING ITS CO OCCURRENCE THE NUMBER OF PATENTS IN WHICH THE TWO TERMS APPEAR 4HE USER CAN CREATE A NETWORK FROM ONE lELD FOR INSTANCE TO ANALYSE THE RELATIONSHIP BETWEEN INVENTORS OR FROM TWO )N THE LATTER CASE THE RELATIONSHIP BETWEEN COMPANIES AND THE GROUPS OF PATENTS THEY HAVE CREATED ARE SHOWN

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

&IGURE n h-ATHEO 0ATENT V v NETWORK $ISSEMINATION AND 7ORKGROUP -ATHEO 0ATENT IS DESIGNED FOR PERSONAL USE AND DOES NOT HAVE AT ITS DISPOSAL FUNCTIONS ENABLING VARIOUS USERS TO INTERACT .EITHER IS IT POSSIBLE TO PUBLISH INFORMATION THROUGH THE WEB IN ORDER FOR OTHERS TO PERFORM A SEARCH FOR THAT INFORMATION FROM OTHER TERMINALS -ATHEO 0ATENT CAN HOWEVER EXPORT ANY GROUP OF PATENTS TO -3 7ORD INDICATING THE lELDS WHICH A USER WANTS TO INCLUDE "IBLIOGRAPHICAL REFERENCES CAN ALSO BE EXPORTED IN TEXT FORMAT INDICATING THE INFORMATION ABOUT EACH lELD WITH A LABEL OR IN XML FORMAT SO THAT THEY CAN BE INCORPORATED INTO ANOTHER APPLICATION ON AN INTRANET -ANAGEMENT OF 4OOL 4HE FUNCTIONS MENTIONED IN THIS SECTION REFER TO SOFTWARE ACCESSED BY VARIOUS USERS AT ONCE -ATHEO 0ATENT DOES NOT HAVE THESE FUNCTIONS

#OMPARISON OF 3OFTWARE 3UPPLY 0ATENT,AB)) V

0ROGRAM EVALUATED 0ATENT,AB)) V 0RODUCER 7ISDOMAIN )NC .ORTH "ARRINGTON 2OAD 3UITE (OFFMAN %STATES ), 4EL &AX 7EBSITE WWW WISDOMAIN COM

0!4%.4,!" )) V ,AA-ERGER ,AB6IEWER

%VALUATION

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

#OMPARISON OF 3OFTWARE 3UPPLY 0ATENT,AB)) V

4ABLE n h0ATENT,AB))V Lv "ENCHMARK

$ElNITION OF 3OFTWARE 0ATENT,AB IS A TOOL USED FOR THE STATISTICAL ANALYSIS AND VISUALISATION OF REGISTRY DETAILS FROM PATENTS OBTAINED THROUGH THE $ELPHION PATENT SEARCH SERVICE 4HIS SITE OFFERS THE FOLLOWING COLLECTIONS OF PATENTS 0#4 %UROPEAN REQUEST CONCESSION .ORTH !MERICAN REQUEST AND CONCESSION 'ERMAN *APANESE

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

AND )NPADOC

#OMMENTS ON THE FEATURES STUDIED 3EARCHING AND $OWNLOADING #ONNECTION TO DATABASES 0ATENT,AB)) DOES NOT CONTAIN MODULES TO CONNECT AND CARRY OUT SEARCHES IN $ELPHION 7HEN A SEARCH HAS BEEN UNDERTAKEN IN $ELPHION THE RESULTS TO BE ANALYSED HAVE TO BE DOWNLOADED TO A lLE REGARDLESS OF THE NUMBER OF REGISTERS IN h LAAv FORMAT IN ORDER TO BE USED BY THIS SOFTWARE )F THE USER WISHES TO COMBINE SEVERAL h LAAv lLES OBTAINED THROUGH VARIOUS SEARCHES AND THEN CARRY OUT AN ANALYSIS ON THAT GROUP OF PATENTS THEY NEED TO USE THE ,AA-ERGER ,AB6IEWER PROGRAM ALLOWING THE MERGER OF TWO h LAAv lLES

&IGURE n ,AA -ERGER IN h0ATENT,AB))V v 00ATENT,AB CANNOT CONNECT TO $ELPHION TO CHECK OR COMPLETE THE INFORMATION 0ATENT,AB)) CAN LOAD THE MAJORITY OF lELDS WITH TEXT INFORMATION FROM $ELPHION BUT IS UNABLE TO LOAD THE GRAPHICS CONNECTED TO EACH REGISTRY &ILTERING AND 6ALUE !DDING )DENTIlCATION OF DUPLICATES ,AA-ERGER HAS A SYSTEM FOR DETECTING DUPLICATED PATENTS FROM SEVERAL h LAAv lLES 0ATENT,AB)) DOES NOT PROVIDE ANY SYSTEM FOR DETECTING DUPLICATED PATENTS NOR FOR GROUPING PATENTS FROM THE SAME FAMILY IN

#OMPARISON OF 3OFTWARE 3UPPLY 0ATENT,AB)) V

A SINGLE REGISTRY 4HESE OPERATIONS SHOULD BE UNDERTAKEN BEFORE DOWNLOADING THE COLLECTION OF PATENTS 7ORKING WITH lELDS 0ATENT,AB)) CANNOT CREATE NEW lELDS FROM EXISTING ONES NOR CAN IT CREATE NEW INDICES 4HE MAJORITY OF THE INFORMATION IN EACH REGISTRY CAN BE EDITED 0ATEN,AB))V DOES NOT PERMIT THE SEARCH FOR AND CONSEQUENT EDITING OF PARTICULAR REGISTERS )T ONLY ALLOWS SEARCHES WHICH ARE PART OF THE lLTERING PROCESS TAKING PLACE BEFORE THE ANALYSIS IS CARRIED OUT 3TANDARDIZATION AND CLEANING OF INDICES 0ATENT,AB)) HAS A FEATURE WHICH ALLOWS THE DETECTION OF PATENTEES WITH IDENTICAL NAMES &URTHERMORE IT PERMITS THE CUTTING AND PASTING OF ONE NAME ON TOP OF ANOTHER CONSIDERING THIS ACTION AS A h.ON NORMALIZED VARIANTv

&IGURE n h0ATENT,AB))V v EDIT ASSIGNEE 4HESAURUS 0ATENT,AB)) DOES NOT ALLOW THE CREATION OF LISTS OF KEY WORDS THESAURUSES EMPTY WORDS ETC 4EXT MINING 0ATENT,AB)) DOES NOT HAVE TEXT MINING TECHNOLOGY 4HE TITLE SUMMARY AND ENQUIRIES CAN BE LOADED IN 0ATENT,AB)) BUT CANNOT BE ANALYSED 5SER #LASSIlCATIONS 4HERE ARE FOUR lELDS INTO WHICH THE USER CAN DOWNLOAD INFORMATION OF HIS CHOICE (OWEVER THERE IS NO TOOL TO EASE THIS TASK OR TO GUARANTEE THAT THE CLASSIlCATIONS ARE ADDED WITHOUT ERRORS

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

&IGURE n %DITING A REGISTRY IN h0ATENT,AB))V v

&IGURE n %DITING A REGISTRY IN h0ATENT,AB))V v 0ATENT,AB)) DOES NOT HAVE SPECIlC lELDS FOR MAKING NOTES NOR FOR THE EVALUATION OF A PATENT S IMPORTANCE (OWEVER THE hlELDS DElNED BY THE USERv CAN BE USED FOR THIS PURPOSE )T IS ALSO NOT POSSIBLE TO INCLUDE A LINK FOR EACH PATENT TO ITS CORRESPONDING PDF DOCUMENT

#OMPARISON OF 3OFTWARE 3UPPLY 0ATENT,AB)) V

,OCAL !NALYSIS AND %XPLOITATION 0ATENT,AB)) V HAS AN ASSISTANT TO CREATE THE MOST COMMON MATRICES AND GRAPHICS 4HIS ASSISTANT DOES NOT OFFER THE FULL RANGE OF COMBINATIONS OF lELDS .EVERTHELESS IT IS CAPABLE OF CREATING MATRICES AND GRAPHICS MANUALLY SELECTING ANY PAIR OF lELDS 4HE ,AB6IEWER FACILITY ALLOWS THE USER TO VISUALIZE ALL THE REGISTERS FROM THE DATABASE SEQUENTIALLY )T DOES NOT PERMIT A SEARCH BUT ALLOWS THE LISTING OF THE lELDS OF MOST INTEREST FROM A GROUP OF MARKED REGISTERS 4HERE IS A hREPORTv FUNCTION WITH VARIOUS STANDARD OPTIONS /VERALL 3UMMARY #REATES TABLES WITH AN ANALYSIS OF THE FOLLOWING lELDS PATENTEE )NVENTOR COUNTRY YEAR AND CLASSIlCATION SHOWING THE MOST SIGNIlCANT ONES !SSIGNEE 3UMMARY #REATES THE FOLLOWING TABLES PATENTEE YEAR PATENTEE COUNTRY 0ATENTEE COUNTRY YEAR PATENTEE CLASSIlCATION AND PATENTEE MAIN INVENTOR !SSIGNEE $ETAIL n 0ATENT #LASSIlCATION #REATES THE FOLLOWING TABLES -AIN #LASSIlCATION PATENTEE MAIN ASSOCIATED CLASSIlCATION PATENTEE AND PATENTEE ORIGINAL CLASSIlCATION CROSSED CLASSIlCATION 0ATENT #LASSIlCATION 3UMMARY #REATES THE FOLLOWING TABLES #LASSIlCATION YEAR AND /RIGINAL CLASSIlCATION CROSSED CLASSIlCATION #OUNTRY 3UMMARY #REATES THE FOLLOWING TABLES #LASSIlCATION COUNTRY COUNTRY YEAR AND COUNTRY PATENTEE 'RAPHIC 'ENERATION 0ATENT,AB)) CAN CREATE GRAPHICS IN TWO OR THREE DIMENSIONS 4HE GRAPHICS IN TWO DIMENSIONS CORRESPOND WITH THE STATISTICAL ANALYSIS OF A lELD S CONTENT IN WHICH THE HEIGHT OF EACH BAR IS PROPORTIONAL TO THE NUMBER OF PATENTS CORRESPONDING TO EACH TERM "Y CLICKING TWICE ON EACH ELEMENT THE LIST OF PATENTS CORRESPONDING TO THAT TERM APPEARS 4HE THREE DIMENSIONAL GRAPHICS CORRESPOND TO ANALYSIS OF THE CO OCCURRENCES BETWEEN TWO lELDS 4HE HEIGHT OF THE BAR IS PROPORTIONAL TO THE NUMBER OF CO OCCURRENCES EXISTING BETWEEN EACH PAIR OF TERMS "Y CLICKING TWICE ON EACH CELL THE LIST OF PATENTS CORRESPONDING TO THESE TERMS APPEARS

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

&IGURE n DIMENSIONAL BAR GRAPH h0ATENT,AB))V v

#OMPARISON OF 3OFTWARE 3UPPLY 0ATENT,AB)) V

4HANKS TO THE EXISTENCE OF PERSONALIZED lELDS 0ATENT,AB)) ALLOWS THE CREATION OF TOTALLY PERSONALIZED GRAPHS AND MATRICES )N THIS CASE THE FOLLOWING lELDS HAVE BEEN CREATED RISK OF INFRINGEMENT OF A PATENT HIGH MEDIUM LOW AND THE DIFlCULTY OF A TECHNOLOGY HIGH MEDIUM LOW LEADING TO THE FOLLOWING EXAMPLES BELOW IN lGURES AND

&IGURE n #OMPETITOR n 2ISK OF )NFRINGEMENT GRAPH FROM h0ATENT,AB))V v

&IGURE n 4ECHNOLOGICAL $IFlCULTY n 2ISK OF )NFRINGEMENT FROM h0ATENT,AB))V v

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

$ISSEMINATION AND 7ORKGROUP 0ATENT,AB)) IS DESIGNED FOR PERSONAL USE AND DOES NOT HAVE FUNCTIONS ENABLING VARIOUS USERS TO INTERACT .EITHER IS IT POSSIBLE TO PUBLISH INFORMATION VIA THE WEB IN ORDER FOR OTHERS TO VISUALIZE INFORMATION FROM OTHER TERMINALS 0ATENT,AB)) CAN DIRECTLY EXPORT AREAS OF INTEREST FROM MATRICES TO -3 %XCEL AND CAN ALSO GENERATE DOCUMENTS IN (4-, FORMAT WHICH CAN THEN BE PUBLISHED DIRECTLY ON AN INTRANET -ANAGEMENT OF 4OOL 4HE FUNCTIONS MENTIONED IN THIS SECTION ARE OF RELEVANCE ONLY TO THOSE PROGRAMS DESIGNED FOR USE BY SEVERAL PEOPLE AT ONCE 0ATENT,AB)) DOES NOT OFFER THESE FUNCTIONS

#OMPARISON OF 3OFTWARE 3UPPLY 0- -ANAGER V

0ROGRAM %VALUATED 0- -ANAGER V 0RODUCER 7)03 #O ,TD "OOKCHANG $ONG *OONG 'U

3EOUL 2EPUBLIC OF +OREA 4%, &!8 %MAIL GLOBAL WIPS CO KR 7EBSITE WWW WIPSGLOBAL COM

0- -!.!'%2 V

%VALUATION

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

#OMPARISON OF 3OFTWARE 3UPPLY 0- -ANAGER V

4ABLE n h0- -ANAGER V v "ENCHMARK

$ElNITION AND POSITIONING OF SOFTWARE 0- -ANAGER HAS BEEN DEVELOPED AS A COMPLEMENT TO THE 7)03 'LOBAL PATENT SEARCH SYSTEM 4HE PRESENT GLOBAL REACH OF THIS SYSTEM IS 0ATENTS IN +OREA *APAN #HINA 53! 0AT %UROPE 0AT 0#4 )NPADOC AND '0!4 3WITZERLAND &RANCE 'REAT "RITAIN AND 'ERMANY

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

0- -ANAGER IS ABLE TO LOAD lLES OBTAINED FROM 7)03 'LOBAL AND THEN CLASSIFY ANALYSE AND PROCESS INFORMATION FROM PATENTS BY APPLYING DIFFERENT VIEWPOINTS 0- -ANAGER S FOCUS IS ON GIVING THE USER THE CAPACITY TO MODIFY ANNOTATE AND COMPLETE INFORMATION BY ADDING NEW PERSONALIZED lELDS )T THEN ALLOWS BASIC STATISTICAL ANALYSIS ADVANCED STATISTICAL ANALYSIS AND OTHER ANALYSIS TAILOR MADE FOR THE PERSONALIZED lELDS CREATED BY THE USER

#OMMENTS ON THE FEATURES STUDIED 3EARCHING AND $OWNLOADING #ONNECTION TO DATABASES 0- -ANAGER DOES NOT DISPOSE OF MODULES TO CONNECT AND RUN SEARCH IN 7)03 'LOBAL )TS STARTING POINT IS THE IMPORTATION OF A LIST OF ALREADY EXISTING REGISTERS IN h PMDv FORMAT DOWNLOADED FROM 7)03 'LOBAL /NCE A SEARCH HAS BEEN RUN ON 7)03 'LOBAL THE RESULTS CAN BE DOWNLOADED IN GROUPS OF REGISTERS AT THE MOST IN h PMDv FORMAT TO BE TREATED BY THE PROGRAM 0- -ANAGER IS EQUIPPED TO CONNECT WITH 7)03 'LOBAL TO CHECK FOR NEW INFORMATION E G WHETHER A FAMILY OF PATENTS HAS CHANGED

&IGURE n -AIN SCREEN h0- -ANAGER V v

#OMPARISON OF 3OFTWARE 3UPPLY 0- -ANAGER V

)MPORTATION 0- -ANAGER CAN ALSO IMPORT REGISTERS IN ELECTRONIC SPREADSHEET FORMAT XLS 0- -ANAGER IS ABLE TO LOAD AN ASSOCIATED GRAPH IN EACH REGISTER )F THIS INFORMATION IS NOT AVAILABLE IT CAN CONNECT TO 7)03 'LOBAL TO CHECK WHETHER A GRAPH IS AVAILABLE AND IF SO DOWNLOAD IT &ILTERING AND 6ALUE !DDING )DENTIlCATION OF DUPLICATES .EW LISTS OF PATENTS IN h PMDv FORMAT MAY BE ADDED MERGED )F THERE ARE EQUIVALENT PATENTS THE SYSTEM WILL DETECT THEM AUTOMATICALLY AND ASK IF THE USER WISHES TO KEEP THE EXISTING VERSION SUBSTITUTE IT FOR THE NEW ONE OR COMPLETE THE PRESENT lELDS WITH THE NEW INFORMATION OBTAINED &AMILIES OF PATENTS 0- -ANAGER CAN IDENTIFY MEMBERS OF THE SAME FAMILY THROUGH THE PRIORITY NUMBER 7ORKING WITH lELDS 0- -ANAGER CANNOT CREATE NEW lELDS FROM EXISTING ONES NOR CAN IT CREATE NEW INDICES .EVERTHELESS ALL INFORMATION LOADED CAN BE EDITED 3TANDARDIZATION AND CLEANING OF INDICES 0- -ANAGER HAS A FEATURE ALLOWING THE SELECTION OF THE NAMES OF hNON UNIlEDv PATENTEE COMPANIES WHICH ARE IN THE USER S JUDGEMENT EQUIVALENT 4HE USER CAN THEN KEY IN THE NAME hUNIlEDv WHICH IS THEN SAVED FOR FUTURE USE )T IS ALSO POSSIBLE TO IMPORT LISTS OF UNIlED COMPANIES FROM PREVIOUS PROJECTS 4HUS THE LIST GROWS AS TIME PASSES

&IGURE n )NDEX CLEANER h0- -ANAGER V v

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

4HESAURUS 0- -ANAGER DOES NOT PERMIT THE CREATION OF LISTS OF KEY WORDS THESAURUS OR EMPTY WORDS 4EXT MINING 0- -ANAGER DOES NOT HAVE TEXT MINING TECHNOLOGY 5SER #LASSIlCATIONS 4HE SOFTWARE ALLOWS FOR THE CREATION OF A THREE LEVEL THEMATIC CLASSIlCATION WHICH CAN BE AS EXTENSIVE AS REQUIRED )N ORDER TO FACILITATE THIS TASK THIS STRUCTURE APPEARS WHEN THE USER WISHES TO CLASSIFY THE CONTENT OF A PATENT 0- -ANAGER ALSO PERMITS THE USER TO DElNE UP TO KINDS OF CLASSIlCATIONS TO EVALUATE A PATENT TOGETHER WITH ITS VARIABLES 4HESE CLASSIlCATIONS CAN BE WHATEVER THE USER WISHES !S AN EXAMPLE THE FOLLOWING CAN BE CITED POSSIBILITY OF INFRACTION HIGH MEDIUM LOW PRICE OF TECHNOLOGY EXPENSIVE MID LOW DIFlCULTY OF TECHNOLOGY COMPLEX NORMAL SIMPLE

&IGURE n 5SER CLASSIlCATION h0- -ANAGER V v

0- -ANAGER ALSO CONTAINS ANOTHER lELD TO EVALUATE THE IMPORTANCE OF THE PATENT ! " # $ A hMEMOv lELD IN WHICH NOTES CAN BE INCLUDED AND A hCORE PATENTv lELD USED TO LABEL A PATENT AS hKEYv

#OMPARISON OF 3OFTWARE 3UPPLY 0- -ANAGER V

,AST BUT NOT LEAST WITH EACH PATENT A RANGE OF LINKS WITH DOCUMENTS AND APPLICATIONS CAN BE INCLUDED

&IGURE n %DIT KEY INFORMATION IN h0- -ANAGER V v ,OCAL !NALYSIS AND %XPLOITATION 0- -ANAGER OFFERS SEVERAL FUNCTIONS TO CARRY OUT ALL KINDS OF ANALYSIS 4HE h#REATE 4ECHNOLOGY DEVELOPMENT -APv FUNCTION HIGHLIGHTS ONE OR SEVERAL OF THE TECHNOLOGICAL CLASSIlCATIONS OF INTEREST AND INDICATES TO THE USER HOW THESE TECHNOLOGIES HAVE EVOLVED OVER TIME SHOWING FOR EACH YEAR THE NUMBER OF PATENTS THE TITLES AND THE PATENTEES OF THE TECHNOLOGIES SEE &IGURE 4HE h#REATE +EY )NFORMATION ,ISTv FUNCTION AUTOMATICALLY CREATES A REPORT IN -3 7ORD FORMAT WITH ALL REGISTRIES OF PATENTS MARKED hKEYv INCLUDING THE hPURPOSE OF THE PATENTv THE MAIN CLAIMv hPROBLEMS WITH THE STATE OF THE PREVIOUS TECHNIQUE AND THE hEXPLANATION OF THE GRAPHv 4HIS REPORT IS OF VALUE WHEN EVALUATING AND COMPARING TECHNOLOGIES COMPETING AMONG THEMSELVES SEE &IGURE

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

&IGURE n 4ECHNOLOGY $EVELOPMENT -AP h0- -ANAGER V v

&IGURE n +EY )NFORMATION ,IST h0- -ANAGER 6 v 'RAPHIC 'ENERATION -0 -ANAGER CAN CREATE GRAPHS IN TWO OR THREE DIMENSIONS 4HE TWO DIMENSIONAL GRAPHS CORRESPOND TO THE STATISTICAL ANALYSIS OF A lELD S CONTENT IN

#OMPARISON OF 3OFTWARE 3UPPLY 0- -ANAGER V

WHICH THE HEIGHT IS PROPORTIONAL TO THE NUMBER OF PATENTS CORRESPONDING TO EACH TERM "Y CLICKING TWICE ON EACH ELEMENT THE LIST OF PATENTS CORRESPONDING TO THE TERM APPEARS SEE &IGURE

&IGURE n DIMENSIONAL GRAPH h0- -ANAGER 6 v

&IGURE n 3TATISTICAL ANALYSIS h0- -ANAGER 6 v

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

0- -ANAGER ALLOWS FOR THE CREATION OF MATRICES USING THREE lELDS IN THE ANALYSIS INCLUDING THOSE CREATED BY A USER )N THIS CASE 0- -ANAGER PERMITS THE RUNNING OF A CO OCCURRENCE ANALYSIS IN TWO lELDS )F THIS CO OCCURRENCE EXISTS IT SHOWS THE VALUE OF THE THIRD lELD 4HE USEFULNESS OF THIS ANALYSIS MAY BE VERY DIFFERENT DEPENDING ON THE TYPE OF CONTENT WITHIN THE TWO lELDS DElNED BY THE USER

&IGURE n !NALYSIS OF THE POSSIBILITY OF INFRINGING COMPETITORS PATENTS h0- -ANAGER V v

&IGURE n !NALYSIS OF THE PROBABILITY OF PATENT INFRINGEMENT IN DIFFERENT TECHNOLOGIES h0- -ANAGER 6 v $ISSEMINATION AND 7ORKGROUP 0- -ANAGER IS DESIGNED FOR INDIVIDUAL USE AND DOES NOT HAVE FUNCTIONS ENABLING VARIOUS USERS TO INTERACT .EITHER IS IT POSSIBLE TO PUBLISH INFORMATION

#OMPARISON OF 3OFTWARE 3UPPLY 0- -ANAGER V

VIA THE WEB IN ORDER FOR OTHERS TO VISUALIZE INFORMATION FROM OTHER TERMINALS )T CAN INTERACT WITH -3 %XCEL AND -3 7ORD !PART FROM THE REPORT ON THE h+EY )NFORMATION ,ISTv IT CAN GENERATE lLES IN -3 %XCEL FROM PRACTICALLY ANY ANALYSIS WHICH HAS BEEN CARRIED OUT -ANAGEMENT OF 4OOL 4HE FUNCTIONS MENTIONED IN THIS SECTION ARE OF RELEVANCE ONLY TO THOSE PROGRAMS DESIGNED FOR USE BY SEVERAL PEOPLE AT ONCE 0- -ANAGER DOES NOT OFFER THESE FUNCTIONS

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

#OMPARISON OF 3OFTWARE 3UPPLY 6ANTAGE 0OINT V

0ROGRAM %VALUATED 6ANTAGE 0OINT V 0RODUCER 3EARCH 4ECHNOLOGY )NC 0EACHTREE )NDUSTRIAL "LVD 3UITE .ORCROSS '! 5NITED 3TATES 4ELEPHONE &AX %MAIL VANTAGEPOINT SEARCHTECH COM 7EBSITE HTTP WWW THEVANTAGEPOINT COM

6!.4!'% 0/).4 6

%VALUATION

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

#OMPARISON OF 3OFTWARE 3UPPLY 6ANTAGE 0OINT V

4ABLE n "ENCHMARK h6ANTAGE 0OINT V v

"RIEF DElNITION AND POSITIONING OF 6ANTAGE 0OINT 6ANTAGE 0OINT IS TEXT MINING SOFTWARE SPECIALIZING IN THE ANALYSIS OF USUALLY BIBLIOGRAPHICAL REGISTERS OBTAINED FROM DATABASES )TS PURPOSE IS TO ASSIST THE USER WHEN SURlNG THROUGH LARGE VOLUMES OF TEXT BASED INFORMATION AND TO

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

OFFER NEW PERSPECTIVES ON THE MOST IMPORTANT CONCEPTS DISCOVERED IN THAT INFORMATION 6ANTAGE 0OINT IS ABLE TO ANALYSE PATENTS ALTHOUGH ITS BRIEF IS MORE GENERAL 4HE MOST COMMON USE OF THIS SOFTWARE IS FOR THE ANALYSIS OF BIBLIOGRAPHICAL REGISTRIES IN TECHNOLOGY FOCUSED DATABASES TECHNICAL MAGAZINES PATENTS OR 2 $ PROJECTS

&IGURE n -AIN SCREEN h6ANTAGE 0OINT V v 3EARCHING AND $OWNLOADING #ONNECTION TO DATABASES 6ANTAGE 0OINT V DOES NOT CONTAIN MODULES TO CONNECT TO AND UTILIZE DATABASES )TS STARTING POINT IS THE IMPORTATION OF AN EXISTING LIST OF REGISTERS )MPORTATION )T CAN IMPORT REGISTERS IN mAT TEXT DAT TXT CSV TRN XML ALTHOUGH IT CAN ALSO DIRECTLY LOAD lLES IN SPREADSHEET FORMAT -3 %XCEL 6ANTAGE 0OINT IS ABLE TO LOAD ONE OR MORE ASSOCIATED GRAPHS IN EACH REGISTER AS LONG AS THESE FORM A PART OF THE LIST OBTAINED FROM THE ORIGINAL DATABASE 4HE IMPORTATION PROCESS FOR REGISTERS CAN BE CARRIED OUT IN TWO WAYS !DVANCED USERS CAN BUILD AND EDIT IMPORT lLTERS FOR A DATABASE EDITING THE PARAMETERS OF AN hIMPORTATION ENGINEv !NY REGISTER OBTAINED FROM ANY DATABASE CAN BE CONSIDERED AS IMPORTABLE FROM 6ANTAGE 0OINT %LEMENTARY USERS HAVE AN ASSISTANT AT THEIR DISPOSAL WHICH WILL GUIDE

#OMPARISON OF 3OFTWARE 3UPPLY 6ANTAGE 0OINT V

THEM DURING THE IMPORTATION PROCESS 4HE IMPORTATION OF INFORMATION lELDS CAN BE CARRIED OUT IN A STANDARD WAY OR BY CREATING NEW lELDS OBTAINED THROUGH PROCESSING IN THE NATURAL LANGUAGE OF THESE lELDS CONTENT &OR INSTANCE IT CAN IMPORT THE lELD hTITLEv AND ALSO CREATE TWO NEW lELDS ONE WITH THE hWORDSv CONTAINED IN THE TITLE AND THE OTHER WITH THE hEXPRESSIONSv CONTAINED IN THE TITLE

&IGURE n -ODULE IMPORTATION h6ANTAGE 0OINT V v

&ILTERING AND 6ALUE !DDING )DENTIFYING DUPLICATES 4HE USER CAN FREELY DElNE WHEN HE CONSIDERS THAT TWO REGISTERS ARE IDENTICAL FOR EXAMPLE IF THE lELDS 0UBLICATION . AND 0RIORITY . ARE IDENTICAL $ETECTION OF IDENTICAL REGISTERS IS CARRIED OUT IMMEDIATELY 6ANTAGE 0OINT HAS TWO SPECIlC FUNCTIONS TO EITHER ELIMINATE DUPLICATED REGISTERS OR COMBINE THEM E G IF THEY HAVE BEEN OBTAINED FROM DIFFERENT SOURCES AND THEIR CONTENTS ARE COMPLEMENTARY &AMILIES OF PATENTS )T IS SIMPLE TO GROUP REGISTERS BY FAMILY "Y SIMPLY

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

LISTING THE VARIANTS IN THE 0RIORITY lELD AND CLICKING ON AN ENTRY ALL MEMBERS OF THAT FAMILY CAN BE SEEN 7ORKING WITH lELDS 6ANTAGE 0OINT IS CAPABLE OF CARRYING OUT A MULTITUDE OF OPERATIONS USING lELD CONTENT COPYING MERGING EXISTING lELDS TO CREATE NEW ONES OR CREATING NEW INDICES FROM THE CONTENTS OF A GROUP OF TERMS 3TANDARDIZATION AND INDEX CLEANING 6ANTAGE 0OINT HAS DEVELOPED SEVERAL DIFFUSE LOGIC PROGRAMS TO MINIMIZE THE WORK INVOLVED IN CLEANING CERTAIN INFORMATION lELDS )N PARTICULAR IT IS POSSIBLE TO INDICATE THE SYSTEM WHICH AUTOMATICALLY GROUPS INVENTORS AND PATENTEES IN LINE WITH PREVIOUSLY PROGRAMD CRITERIA &URTHERMORE THE USER CAN MANUALLY CHECK THE INDICES AND GROUP SYNONYMOUS TERMS USING THE hDRAG AND DROPv TOOL

&IGURE n )NDEX CLEANING h6ANTAGE 0OINT V v

4HESAURUS ,ISTS OF KEY WORDS CAN BE MADE TAKEN FROM THE CONTENTS OF ONE OR MORE lELDS 4HEY CAN THEN BE EDITED OR COMBINED 4HERE ARE ALSO LISTS OF EMPTY WORDS USED TO CLEAN THE INDICES 4HESE LISTS CAN BE EDITED 4EXT MINING 6ANTAGE 0OINT USES ITS .,0 .ATURAL ,ANGUAGE 0ROCESSING TECHNOLOGY TO ANALYSE ANY NON STRUCTURED TEXT TITLE SUMMARY FULL TEXT WRITTEN

#OMPARISON OF 3OFTWARE 3UPPLY 6ANTAGE 0OINT V

IN %NGLISH WITH THE PURPOSE OF EXTRACTING THE MOST SIGNIlCANT CONCEPTS &IRSTLY IT DIVIDES THE TEXT INTO SENTENCES AND LABELS EACH WORD AS NOUN ADJECTIVE OR VERB )T THEN APPLIES LINGUISTIC RULES TO IDENTIFY hMULTITERMSv COMPOSED OF VARIOUS WORDS )F THE USER WISHES TO ANALYSE TEXT IN ANOTHER LANGUAGE IT CAN RETRIEVE THE TEXT BUT CANNOT RECOGNIZE VERBS OR ADJECTIVES 4HUS IT CANNOT IDENTIFY THE hMULTITERMSv MADE UP OF SEVERAL WORDS ,OCAL !NALYSIS AND %XPLOITATION 6ANTAGE 0OINT OFFERS SEVERAL FUNCTIONS TO CARRY OUT A WIDE RANGE OF ANALYSIS )T HAS A BATTERY OF SCRIPTS PROGRAMS WHICH AUTOMATE A DETERMINED SEQUENCE OF FUNCTIONS OF USE FOR SPECIlC PURPOSES "ELOW ARE SEVEN EXAMPLES #ARRY OUT SEQUENTIAL SEARCHES FOR lELDS AND CREATE A GROUP WITH THE RESULTS #OMBINE GROUPS %XPORT GROUPS TO -3 %XCEL %XPORT PART OF A MATRIX TO -3 %XCEL AND CREATE ASSOCIATED $ GRAPHS %XPORT SELECTED lELDS FROM A GROUP OF REGISTERS TO -3 7ORD #REATE A THESAURUS FROM MARKED ELEMENTS IN A MATRIX $ETECT THE TERMS WHICH HAVE APPEARED FOR THE lRST TIME YEAR AFTER YEAR AND %XPORT THEM TO -3 %XCEL )F A USER WISHES TO CARRY OUT A PARTICULAR SYSTEMATIC ANALYSIS 6ANTAGE 0OINT OFFERS THE OPTION OF MODIFYING THE EXISTING SCRIPTS AND CREATING NEW ONES )N ORDER TO DO THIS 6"3CRIPT LANGUAGE MUST BE USED FOR THE PROGRAMMING 'RAPHIC 'ENERATION 6ANTAGE 0OINT CAN CREATE DIMENSIONAL MATRICES OR MAPS 4HE MATRICES MAY BE OF VARIOUS TYPES #O OCCURRENCE MATRIX %ACH CELL CONTAINS THE NUMBER OF TIMES THAT THE TWO TERMS APPEAR IN THE SAME REGISTER SEE &IGURE 3ELF CORRELATION MATRIX %ACH CELL SHOWS THE DEGREE OF CORRELATION BETWEEN ONE TERM AND THE REST OF TERMS IN THE SAME lELD USING A DECIMAL NUMBER BETWEEN AND #ROSS CORRELATION MATRIX %ACH CELL SHOWS THE DEGREE OF CORRELATION BETWEEN ONE TERM AND THOSE IN ANOTHER lELD &ACTOR MATRIX 4HIS SHOWS THE RESULT OF APPLYING AN !NALYSIS OF -AIN #OMPONENTS TO THE TERMS IN A LIST 4HE ROWS CORRESPOND WITH THE

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

TERMS WHICH HAVE BEEN ANALYSED 4HE COLUMNS CORRESPOND TO THE GROUPS OR hFACTORSv WHICH THE SYSTEM HAS DETECTED 4HOSE TERMS DISPLAYING AN ESPECIALLY HIGH OR LOW NUMBER HIGHER THAN OR LOWER THAN AND A MARKED SIMILARITY BETWEEN EACH OTHER FORM PART OF THE SAME hCLUSTERv GROUPS OF TERMS HAVING A SPECIAL RELATIONSHIP AMONG THEMSELVES

&IGURE n #O OCCURRENCE MATRIX h6ANTAGE 0OINT V v 4HE MAPS CAN BE !UTOCORRELATION MAPS -APS ILLUSTRATING THE MAIN RELATIONSHIPS AMONG TERMS IN A lELD #ROSS CORRELATION MAPS -APS ILLUSTRATING THE MAIN RELATIONSHIPS BETWEEN TERMS FROM TWO lELDS SEE &IGURE &ACTOR MAPS -APS IN WHICH THE MAIN TERMS ANALYSED ARE SITUATED 4HE TERMS MAY BE EXPRESSED AS CODES COMPANY NAMES OR CONCEPTS

#OMPARISON OF 3OFTWARE 3UPPLY 6ANTAGE 0OINT V

SEE &IGURE 4O CREATE THESE MAPS THE FOLLOWING TECHNOLOGIES ARE USED -AIN #OMPONENTS !NALYSIS TO GROUP CLOSELY RELATED TERMS 3IMILITUDE -EASUREMENTS BASED ON THE CORRELATION BETWEEN TERMS -ULTIDIMENSIONAL 3CALE TO REPRESENT MULTI DIMENSIONAL DATA IN DIMENSIONS !LGORHYTHMS FOR THE GENERATION OF LINKS BASED ON SIMILARITY TO PRIORITIZE CERTAIN LINKS IN THE MAP OVER OTHERS

&IGURE n #ROSS CORRELATION MAP #OMPANIES )0# h6ANTAGE 0OINT V v

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

&IGURE n &ACTOR MAP TITLE TERMS h6ANTAGE 0OINT V v $ISSEMINATION AND 7ORKGROUP 6ANTAGE 0OINT IS FOR INDIVIDUAL USE AND IS NOT DESIGNED FOR VARIOUS USERS TO INTERACT .EITHER IS IT POSSIBLE TO PUBLISH INFORMATION VIA THE WEB FOR OTHER USERS TO ACCESS THAT INFORMATION ON OTHER TERMINALS )T CAN INTERACT WITH OTHER 7INDOWS PROGRAMS THROUGH 6"3CRIPT AND CAN EXPORT INFORMATION IN VARIOUS FORMATS -ANAGEMENT OF 4OOL 4HE FUNCTIONS OUTLINED IN THIS SECTION ARE OF RELEVANCE FOR MULTIPLE USER SOFTWARE 6ANTAGE 0OINT DOES NOT HAVE THESE FUNCTIONS

#OMPARISON OF 3OFTWARE 3UPPLY 0ROGRAMS NOT EVALUATED

0ROGRAMS NOT EVALUATED

0ROGRAM NOT EVALUATED !NACUBIS $ESKTOP )NTELLECTUAL 0ROPERTY !NALYSIS !DD IN 0RODUCER ) 4HE 6ISUAL 3PACE #APITAL 0ARK

&ULBOURNE #AMBRIDGE #" 8( 5NITED +INGDOM 4EL &AX INFO I CO UK 7EBSITE HTTP WWW I CO UK ANACUBIS $ElNITION OF SOFTWARE !NACUBIS $ESKTOP IS AN APPLICATION WHICH CREATES AN INTUITIVE VISUAL REPRESENTATION OF INFORMATION SHOWING ALL TYPES OF ENTITIES PEOPLE COMPANIES PATENTS ETC AS ICONS AND INDICATING THEIR RELATIONSHIPS THROUGH LINKS ! DIFFERENTIATING FEATURE OF !NACUBIS IS THAT IT PERMITS THE USERS TO CONSULT VARIOUS SOURCES OF INFORMATION AND COMBINE THEM TO INSTANTANEOUSLY OBTAIN A SINGLE ALL ENCOMPASSING VIEW !NACUBIS $ESKTOP HAS A SPECIlC COMPLEMENT FOR THE TREATMENT OF PATENTS )TS USEFULNESS LIES IN THAT IT ALLOWS THE INEXPERIENCED USER TO CARRY OUT ADVANCED ANALYSIS BY FOLLOWING THE STEP BY STEP INSTRUCTIONS OF A GUIDE -AIN &EATURES 4HE MAIN ANALYSES h!NACUBIS $ESKTOPv COMPLEMENTED BY h)NTELLECTUAL 0ROPERTY !NALYSIS !DD INv CAN CARRY OUT ARE THE FOLLOWING !NALYSIS OF CITATIONS ! PATENTEE S CITATIONS #REATES AN ANALYSIS OF hWHO MENTIONS WHOMv )T CAN PRODUCE AN ANALYSIS OF ALL THE PATENTEES APPEARING IN A DOCUMENT OR ALTERNATIVELY A RESTRICTED ANALYSIS OF SEVERAL PATENTEES RECEIVING A MINIMUM NUMBER OF MENTIONS (ISTORY OF CITATIONS 3HOWS GENERATIONS OF CITATIONS BOTH FORWARD AND BACKWARD BASED ON SELECTED PATENTS 0ATENT CITATIONS 3HOWS WHO CITES OR IS CITED BY WHOM FOR ONE OR MORE KEY PATENTS

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

!UTO CITATIONS 3HOWS THE AUTO CITATIONS OF A PATENTEE !NALYSIS OF )NVENTORS #OMPANY INVENTORS #REATES A VISION ABOUT WHO INVENTS IN A COMPANY #OMMON INVENTORS &ROM A GROUP OF SELECTED COMPANIES IT SHOWS THOSE INVENTORS WHO HAVE OR HAVE HAD A CONNECTION WITH MORE THAN ONE OF THAT COMPANY 2ESEARCH GROUPS &OR A COMPANY THIS SHOWS hWHO IS WORKING WITH WHOMv !NALYSIS OF CLASSIlCATIONS AND VALUE #LASSIlCATION OF PATENTEES 0RODUCES AN ANALYSIS OF THE MAIN CLASSIlCATIONS !SSOCIATED WITH THE PATENTS OF ONE OR MORE PATENTEES )NDICATES THE VALUE OF A PATENT !DDS A BAR TO EACH PATENT IN A GROUP INDICATING ITS VALUE 4HIS VALUE CAN THEN BE TRANSFERRED TO A PATENTEE INVENTOR OR CLASSIlCATION 4HE VALUE ASSIGNED TO EACH PATENT IS BASED ON A SIMPLE MEASURE OF NUMBER OF CITATIONS RECEIVED 3EASONAL ANALYSIS 0ATENT CITATIONS OVER TIME 0RODUCES AN ANALYSIS WITH ALL PATENTS THAT CITE OR ARE CITED BY ONE OR MORE KEY PATENTS IN SEQUENTIAL ORDER %ACH PATENT IS LINKED TO THE REQUEST MADE FOR IT #ITATIONS FROM PATENTEES OVER TIME 4HIS PRODUCES A TIMELINE WHICH ILLUSTRATES THE RELATIONSHIP OF CITATIONS BETWEEN ONE PATENTEE AND OTHERS SELECTED BY THE USER -ERGING WITH ECONOMIC INFORMATION !NACUBIS $ESKTOP CAN BE USED TO MERGE ECONOMIC INFORMATION OR BUSINESS lGURES WITH A PATENT ANALYSIS 4HIS OPTION ALLOWS FOR THE ENRICHMENT OF INFORMATION BEING ANALYSED !NACUBIS CAN BE SET TO STORE RELEVANT lELDS &OR EXAMPLE NUMBER OF EMPLOYEES SALES ETC 4HESE lELDS CAN BE ACCESSED AND COMPLETED IN VARIOUS WAYS -ANUALLY 5SING ON LINE SOURCES OF INFORMATION 5SING AN -3 %XCEL IMPORTER

#OMPARISON OF 3OFTWARE 3UPPLY 0ROGRAMS NOT EVALUATED

&IGURA !NACUBIS $ESCTOP &UENTE &IGURE n !NACUBIS DESKTOP 3OURCE HTTP WWWI CO UK ANACUBIS ANACUBISVIEWER HELP 3TEP HTM VISITED .OV

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

0ROGRAM NOT EVALUATED !UREKA V 0RODUCER -ICROPATENT ,,# BELONGING TO THE 4HOMSON GROUP $ODGE !VENUE %AST (AVEN #4 5NITED 3TATES 4EL &AX 7EBSITE HTTP WWW MICROPATENT COM $ElNITION OF SOFTWARE !UREKA IS A WIDE RANGING PROGRAM FOCUSING ON )NDUSTRIAL PROPERTY MANAGEMENT WITHIN A COMPANY )T INCLUDES FUNCTIONS FOR SEARCHING FOR PATENT INFORMATION OPTIONS FOR THEIR VALIDATION AND EVALUATION THE CAPABILITY OF ADDING A USER S OWN lELDS ADVANCED FUNCTIONS FOR ANALYSING RESULTS INCLUDING TEXT MINING CARTOGRAPHIC REPRESENTATION OF GROUPS OF PATENTS MANAGEMENT OF WARNINGS AND FUNCTIONS FOR WORKING IN GROUPS -AIN FEATURES 3INCE !URIGIN ORIGINAL MANUFACTURER OF !UREKA WAS TAKEN OVER BY -ICROPATENT !UREKA HAS BECOME THE APPLICATION USED BY THIS COMPANY FOR THE MANAGEMENT AND ANALYSIS OF INFORMATION SOURCED FROM ITS PATENT DATABASES !T PRESENT -ICROPATENT OFFERS ACCESS TO THE 5NITED 3TATES 0ATENT #OLLECTION REQUESTS AND CONCESSIONS %UROPEAN 0ATENTS REQUESTS AND CONCESSIONS 0#4 0ATENTS AND PATENTS FROM 'ERMANY &RANCE 'REAT "RITAIN AND *APAN ,OCAL OR $ISTANCE -ODE !UREKA IS A CLIENT SERVER APPLICATION CAPABLE OF DEALING WITH INTERACTION BETWEEN DIFFERENT MEMBERS OF AN ORGANIZATION )T CAN WORK EITHER AS AN INTERNAL SERVER FOR THE COMPANY OR CAN BE STORED IN A -ICROPATENT SECURE SERVER -ESSAGING 4HE COLLABORATION OR WORKING GROUPS FUNCTIONS ARE BASED ON AN E MAIL MESSAGING SYSTEM AMONG ALL USERS OF THE SYSTEM 4HERE MAY BE SEVERAL USER CATEGORIES ADMINISTRATOR TRAINER EXPERT AND EACH HAS ITS OWN PARTICULAR FUNCTIONS 4HIS SYSTEM IS USED FOR DISTRIBUTING THE RESULTS OF THE SEARCHES lLTERS OR ANALYSIS AMONG THE USERS

#OMPARISON OF 3OFTWARE 3UPPLY 0ROGRAMS NOT EVALUATED

.OTES !UREKA ALLOWS EACH USER TO MAKE NOTES ON EACH PATENT AND SEARCH NOTES FOR ALL PATENTS %ACH USER S OWN lELDS %ACH USER CAN ADD SEVERAL PERSONALIZED lELDS IN ORDER TO INCORPORATE INTERNAL DATA &OR INSTANCE CLASSIlCATIONS OF CERTAIN TECHNOLOGIES OR MARKETS INTERNAL DIVISIONS IN COMPANIES NAMES OF CONNECTED COMPANIES AND CLIENTS DEGREES OF RELEVANCE DATES AND DATA RELATIVE TO LEGAL STATUS CIVIL SERVICE ENTRANCE EXAMS OR LICENCES !LERTS %ACH USER MAY DElNE WEEKLY OR MONTHLY ALERTS WHICH CAN BE SENT TO OTHER PEOPLE OR GROUPS WITHIN THE ORGANIZATION 4ECHNOLOGICAL MAPS !UREKA HAS SOFTWARE FOR THE TEXTUAL ANALYSIS OF INFORMATION CONTAINED WITHIN A GROUP OF PATENTS 4HE RESULT IS THE GENERATION OF A TOPOGRAPHICAL MAP IN WHICH THE HIGHEST PEAKS REPRESENT AN ACCUMULATION OF DOCUMENTS SHARING A PARTICULAR CONCEPT 4HE USER CAN SPECIFY THE lELDS WHOSE TEXT HE WISHES TO ANALYSE HIS OWN lELDS MAY BE INCLUDED BEFORE THE GENERATION OF THE MAP 4HEN ONE PART OF THE MAP CAN BE SELECTED IN ORDER TO OBTAIN A MORE DETAILED OVERVIEW !DDITIONALLY A SEARCH FOR KEY WORDS CAN BE CARRIED OUT AND THE PROGRAM IS ABLE TO lND THE AREA OF THE MAP WHERE THE ANSWERS ARE CONCENTRATED 4HESE MAPS CAN BE SHARED AMONG SELECTED GROUPS OF USERS SO THAT THEY CAN COMMENT ON AND DISCUSS SPECIlC AREAS OF INTEREST AND REACH SHARED CONCLUSIONS #ITATION hTREESv !UREKA ALSO HAS AN ANALYSIS OF CITATIONS IN WHICH THE CITING AND CITED PATENTS ARE VISUALIZED IN THEIR TIME SEQUENCE 4HESE ANALYSES CAN BE LIMITED THROUGH CERTAIN KEY WORDS OR BY DEMANDING THAT PATENTS FULlL CERTAIN REQUIREMENTS INCLUDING THOSE IN OWN lELDS !UREKA ALLOWS FOR COLOUR CODING OF PATENTS DEPENDENT ON FOR EXAMPLE THE PATENTEE OR THE RATE OF INmATION

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

&IGURE n %UREKA 3OURCE HTTP WWW MICROPATENT COM STATIC ADVANCED HTM VISITED .OV

#OMPARISON OF 3OFTWARE 3UPPLY 0ROGRAMS NOT EVALUATED

0ROGRAM NOT EVALUATED #LEAR&OREST !NALYTICS n 0ATENT !NALYSIS 0RODUCER #LEAR&OREST #ORP 7INTER 3TREET 3UITE 7ALTHAM -! 5NITED 3TATES 4EL &AX 7EBSITE HTTP WWW CLEARFOREST COM $ElNITION OF SOFTWARE #LEAR&OREST !NALYTICS IS TEXT MINING SOFTWARE WHICH CONVERTS NON STRUCTURED INFORMATION INTO STRUCTURED AND CLEARLY RELATED CONCEPTS AND DATA 4HIS ALLOWS USERS TO CONCENTRATE ON THEIR KEY COMPETENCIES ANALYSING DATA AND TAKING DECISIONS 4HE THREE OBJECTIVES ARE )MPROVING THE DETECTION OF EARLY WARNING SIGNALS USING TEXTUAL INFORMATION TO BETTER DIRECT THE ORGANIZATIONAL RESPONSES $ISCOVERING NEW PERSPECTIVES IDENTIFYING TRENDS PATTERNS AND COMPLEX RELATIONSHIPS IN WIDE REACHING COLLECTIONS OF TEXT #REATING LINKS TO STRUCTURED DATA THIS ALLOWS FOR IMPROVEMENT IN THE "USINESS INTELLIGENCE PROCESS BY SHOWING RELATIONSHIPS WHICH HAD PREVIOUSLY BEEN IMPOSSIBLE TO VISUALIZE -AIN FEATURES #LEAR&OREST !NALYTICS IS PART OF THE #LEAR&OREST PLATFORM WHICH INCLUDES #LEAR&OREST 4AG AND #LEAR&OREST )NDUSTRY -ODULES /NCE THE LABELS FOR #LEAR&OREST 4AG ARE ENTERED #LEAR&OREST !NALYTICS EXTRACTS RELEVANT CONCEPTS FROM THE TAGGED TERMS PERMITS NAVIGATION BY CONCEPT AND DETECTS TRENDS EMPIRICALLY 0ATENT !NALYSIS IS A MODULE SPECIlCALLY FOR PROFESSIONALS WORKING IN THE lELD OF )NDUSTRIAL 0ROPERTY 4HIS MODULE HAS A hRULE BOOKv CONCERNING PATENTS TO EXTRACT SPECIlC INFORMATION FROM PATENT DATABASES )T IS DESIGNED TO SHORTEN THE TIME REQUIRED TO TAKE DECISIONS CONCERNING TECHNOLOGY TO CARRY OUT MORE WIDE RANGING COMPETITIVE ANALYSIS TO OBTAIN AN IMPROVED OVERVIEW OF COMPETITORS 2 $ ACTIVITIES AND TO REDUCE RESEARCH COSTS "Y EXAMINING PATENT DATABASES THIS MODULE CAN DISCOVER THE NAMES OF

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

THE PRINCIPAL PLAYERS MAIN RESEARCHERS IN A PARTICULAR lELD OR PATENTS WHICH APPEAR TO BE KEY FOR A PARTICULAR lELD )TS FUNCTIONS ARE !DVANCED EXPLORATION OF DATA 0ERMITS INTERACTIVE QUESTIONING CONCERNING PREVIOUSLY TAGGED NON STRUCTURED CONTENT 6ISUALIZATION OF RELATIONSHIP MAPS 2EPRESENTS COLLECTIONS OF DOCUMENTS IN GRAPH FORM SHOWS LINKS AND CONNECTIONS BETWEEN ENTITIES FROM THE SAME OR DIFFERENT CATEGORIES !NALYSIS OF INDIRECT LINKS )DENTIlES RELATIONSHIPS BETWEEN ENTITIES OR CONCEPTS CONNECTED BY OTHER ENTITIES OR CONCEPTS ,INKS TO DOCUMENTS 5SERS CAN ALWAYS HAVE ACCESS TO TEXT lLES 4HEY HAVE AN INTEGRATED DOCUMENT VIEWER WHICH HIGHLIGHTS TAGGED TERMS IN COMPLETE TEXT 4RACKING OF CONCEPTS AND EVENTS OVER A PERIOD OF TIME -ONITORS CONCEPTS AND THEIR RELATIONSHIPS WITH EACH OTHER SHOWING CHANGES AND REVEALING GENERAL TRENDS 2EPORTS USING ASSISTANTS #LEAR&OREST !NALYTICS OUTLINES A SERIES OF SIMPLE STEPS TO PRODUCE REPORTS )T GUIDES THE USER THROUGH USE OF A SERIES OF QUESTIONS FACILITATING ACCESS TO INFORMATION 3IMULTANEOUS ANALYSIS OF STRUCTURED AND UNSTRUCTURED DATA #LEAR&OREST S SETTINGS ALLOW THE USER TO INCLUDE STRUCTURED DATA FROM OTHER "USINESS )NTELLIGENCE SYSTEMS %ASY INTEGRATION WITH OTHER ANALYTICAL SOLUTIONS "USINESS )NTELLIGENCE SOLUTIONS CAN BE INTEGRATED THROUGH #LEAR&OREST S !0) WEB SERVICES AS THOSE ALLOW EASY ACCESS TO #LEAR&OREST !NALYTICS )T IS ALSO POSSIBLE TO USE XML lLE FORMAT TO INPUT INFORMATION ON A RELATIONAL DATABASE OR DIRECTLY TO A "USINESS )NTELLIGENCE APPLICATION

#OMPARISON OF 3OFTWARE 3UPPLY 0ROGRAMS NOT EVALUATED

0ROGRAM NOT EVALUATED $ERWENT !NALYTICS #ONTACT 4HOMSON 3CIENTIlC n %UROPE -IDDLE %AST AND !FRICA 'REAT 1UEEN 3TREET ,ONDON 7# " $& 'REAT "RITAIN 0HONE &AX 7EBSITE HTTP SCIENTIlC THOMSON COM PRODUCTS DERWENTANALYTICS

$ElNITION OF SOFTWARE $ERWENT !NALYTICS IS A SOFTWARE PROGRAM WHICH IS NOT SOLD INDEPENDENTLY BUT OFFERED IN COMBINATION WITH A SUBSCRIPTION TO THE $ERWENT 7ORLD 0ATENTS )NDEX DATABASE 4HIS HAS COVERAGE IN COUNTRIES AND PATENT ORGANIZATIONS )T OFFERS EXCLUSIVE lELDS AND VERY HIGH QUALITY CONTENT 4HE SOFTWARE ITSELF IS A PERSONALIZED VERSION OF 6ANTAGE 0OINT SEE EARLIER SECTION WHICH INCLUDES THE PROGRAMMING OF SEVERAL SPECIlC MACROS TO FULLY UTILIZE THE DATABASE 4HEREFORE $ERWENT !NALYTICS CAN BE DElNED AS TEXT MINING SOFTWARE SPECIALIZING IN THE ANALYSIS OF REGISTERS OBTAINED FROM THE 7ORLD 0ATENTS )NDEX )TS AIM IS TO ANALYSE THESE REGISTERS TO GAIN NEW PERSPECTIVES ON THE MOST IMPORTANT CONCEPTS THEY CONTAIN -AIN FEATURES $ERWENT !NALYTICS DOES NOT CONTAIN MODULES TO CONNECT TO AND USE DATABASES )TS STARTING POINT IS THE IMPORTATION OF A LIST OF REGISTERS OBTAINED FROM VARIOUS HOSTS WHERE $ERWENT 70) IS SOLD BY WAY OF PREVIOUSLY PROGRAMD IMPORTATION MODULES 7ORKING WITH lELDS $ERWENT !NALYTICS CAN COPY OR MERGE EXITING lELDS TO CREATE NEW ONES $URING THE IMPORT PROCESS IT CAN CREATE NEW lELDS WITH THE MOST SIGNIlCANT CONCEPTS FROM THOSE CONTAINING FREE TEXT FOR EXAMPLE TITLES OR SUMMARIES IDENTIFYING hMULTITERMSv MADE UP OF SEVERAL WORDS )NDEX CLEANING )NVENTORS AND 0ATENTEES CAN BE AUTOMATICALLY GROUPED EVEN THOUGH THEY MAY SHOW SMALL VARIATIONS

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

4HESAURUS ,ISTS OF KEY WORDS CAN BE CREATED FROM THE CONTENTS OF ONE OR MORE lELDS 4HEY MAY THEN BE EDITED OR COMBINED 4HE PROGRAM ALSO HAS LISTS OF EMPTY WORDS WHICH CAN BE USED TO CLEAN THE INDICES 4HESE LISTS ARE ALSO EDITABLE 'RAPHICS GENERATION $ERWENT !NALYTICS CAN CREATE DIMENSIONAL LISTS MATRICES OR MAPS $ATA ANALYSIS $ERWENT !NALYTICS HAS SPECIlCALLY PROGRAMD MACROS FOR $70) SO A VARIETY OF TASKS AND ANALYSES ARE AUTOMATED )T SECURES UNIFORMITY AS REGARDS THE PATENTEE INVENTOR )0# AND $ERWENT #LASSIlCATIONS lELDS )T IDENTIlES THE MAIN PATENTEES AND INVENTORS )T PRODUCES A TABLE CHARACTERIZING THE MOST IMPORTANT PATENTEES )T PRODUCES AN -3 %XCEL TABLE IN WHICH THE ENTIRE GROUP OF CURRENT PATENTEES IS DISPLAYED )T CARRIES OUT AN ANALYSIS AND PRODUCES GRAPHS SHOWING THE TRENDS FOR A TECHNOLOGY OVER A PERIOD OF TIME )T ANALYSES THE TRENDS IN 2 $ FOR EACH OF THE MAIN PATENTEES )F A USER WISHES TO CARRY OUT A PARTICULAR ANALYSIS SYSTEMATICALLY $ERWENT !NALYTICS CAN CREATE A NEW MACRO 4O DO THIS IT HA TO BE PROGRAMD USING 6"3CRIPT LANGUAGE

#OMPARISON OF 3OFTWARE 3UPPLY 0ROGRAMS NOT EVALUATED

&IGURE n $ERWENT !NALYTICS 3OURCE HTTP SCIENTIlC THOMSON COM PRODUCTS DERWENTANALYTICS VISITED .OV

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

0ROGRAM NOT EVALUATED 'OLDlRE )NNOVATOR #ONTACT )NVENTION -ACHINE #ORPORATION 0ORTLAND 3TREET "OSTON -! 5NITED 3TATES 4EL &AX %MAIL INFO INVENTION MACHINE COM 7EBSITE HTTP WWW INVENTION MACHINE COM PRODSERV '&). CFM $ElNITION OF 3OFTWARE 'OLDlRE )NNOVATOR USES PATENT ANALYSIS WITHIN A STRUCTURED SYSTEM AIMED AT IMPROVING THE SOLVING OF INVENTION PROBLEMS )T FACILITATES THE IDENTIlCATION OF PROBLEMS FOR USERS AND CAPACITATES THEM TO SOLVE THE PROBLEM AND GENERATE SOLUTIONS 4HE SOFTWARE )MPROVES THE QUANTITY AND QUALITY OF IDEAS GENERATED )MPROVES THE CONVERSION RATE OF IDEAS INTO PRODUCTS !CHIEVES IMPROVED MANUFACTURING PROCESSES !CHIEVES GREATER SPEED IN ACCESS TO MARKETS !CHIEVES A GREATER RATE OF RETURN ON INVESTMENT IN 2 $ !CCELERATES CORPORATE GROWTH %NSURES A BETTER DElNITION AND KNOWLEDGE OF PROBLEMS 0ERMITS AN IN DEPTH ANALYSIS OF THE VALUE OF EXISTING PHYSICAL RESOURCES AND OF PRODUCTION PROCESSES $ElNES AND PRIORITIZES ENGINEERING PROBLEMS AND SOLUTIONS &ACILITATES THE CAPTURE AND SHARING OF PERSONAL AND CORPORATE KNOWLEDGE ELIMINATING DUPLICATED EFFORT AND PROMOTING THE RECYCLING OF IDEAS %ASES COMPETITIVE ANALYSIS ANALYSIS OF PATENTS AND ANALYSIS OF TECHNOLOGICAL TRENDS 'ENERATES AN EARLIER AND BETTER KNOWLEDGE OF THE MARKET IN THE PRODUCT DEVELOPMENT PROCESS )N PROCESSES OF NEW PRODUCT CONCEPTION RECTIlCATION OF FAULTS DESIGNING MODIlCATION OF FEATURES ON EXISTING PRODUCTS IDENTIlCATION OF TECHNOLOGICAL TRENDS AND DEVELOPMENT OF FUTURE PRODUCTS PROTECTION OF INDUSTRIAL PROPERTY OR IN THE IMPROVEMENT OF PRODUCTION PROCESSES 'OLDlRE )NNOVATOR IMPROVES AND ACCELERATES ENGINEERING PROCESSES MARKETING AND PRODUCTION )T

#OMPARISON OF 3OFTWARE 3UPPLY 0ROGRAMS NOT EVALUATED

METHODICALLY EXPLORES AND VALIDATES SYSTEM DESIGNS WHICH ARE MORE EFlCIENT CHEAPER MORE COMPETITIVE AND OF HIGHER QUALITY -AIN FEATURES 'OLDlRE )NNOVATOR HAS THREE MODULES 4HE /PTIMIZER 7ORKBENCH 4HIS SPECIALIZES IN STRUCTURING THE SOLUTION TO INVENTION PROBLEMS )T FOCUSES ON AND CLARIlES THE DElNITION OF THE PROBLEM AND THE ANALYSIS HELPS TO GENERATE INNOVATIVE IDEAS AS WELL AS EVALUATING VALIDATING AND PRIORITIZING SOLUTIONS 2ESEARCHER 4HIS IS A SEMANTIC ENGINE WHICH FACILITATES ACCURATE SEARCHES MANAGES KNOWLEDGE AND OFFERS THE CAPACITY TO ANALYSIS INNOVATIVE TRENDS )NNOVATION INTELLIGENCE /FFERS SCIENTIlC INFORMATION ON CRITICAL PATENTS )NCLUDES ACCESS TO MORE THAN MILLION PATENTS A DATABASE WITH SCIENTIlC lNDINGS AND SCIENTIlC WEBSITES 4HIS DATABASE HELPS THE ENTIRE ANALYTICAL PROCESS PROBLEM DElNITION GENERATION OF CONCEPTS AND THE PRIORITIZATION AND VALIDATION OF SOLUTIONS

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

0ROGRAM NOT EVALUATED /MNI6IZ #ONTACT /MNI6IZ )NC #LOCK 4OWER 0LACE 3UITE -AYNARD -! 5NITED 3TATES 4EL &AX %MAIL SUPPORT OMNIVIZ COM 7EBSITE HTTP WWW OMNIVIZ COM $ElNITION OF SOFTWARE /MNI6IZ IS GEARED TOWARDS hVISUAL INTELLIGENCEv 4HAT IS THE VISUALIZATION AND ANALYSIS OF LARGE VOLUMES OF STRUCTURED AND UNSTRUCTURED INFORMATION AS AN AID TO DECISION MAKING )TS PURPOSE IS TO OFFER AN OVERALL VISION WHICH CAN LEAD TO RAPID IDENTIlCATION AND INTERPRETATION OF THE MOST RELEVANT DETAILS )T CAN ANALYSE NUMERICAL CATEGORICAL AND COMPLETE TEXT DATA INCLUDING PATENTS ALL WITHIN THE SAME VISUAL LAYOUT )T IS ALSO ABLE TO SUPPORT THE ANALYSIS OF CHEMICAL STRUCTURES AND GENOME SEQUENCES 4HIS ALLOWS THE INCLUSION OF ALL RELEVANT INFORMATION WHEN TAKING DECISIONS /MNI6IZ IS CAPABLE OF INTEGRATING THE ANALYSIS OF EXPERIMENTAL DATA WITH THAT OF SCIENTIlC LITERATURE PATENTS AND MARKETING DATA SOURCED FROM PRESS RELEASES )TS lELDS OF APPLICATION ARE RESEARCH DEVELOPMENT TESTING CONTROL OF PROCESSES MARKETING lNANCE OR LEGAL INFORMATION -AIN FEATURES 4HE SOFTWARE IS SUITABLE FOR USE AS MUCH BY BEGINNERS OR ELEMENTARY USERS AS WELL AS EXPERTS )T CAN IMPORT DATA FROM ANY SOURCE OR FORMAT !S WELL AS ACCEPTING THE AUTOMATIC IMPORTATION OF COMMON DATA TYPES IT ALSO HAS AN INTERFACE TO CREATE REUSABLE INSTRUCTIONS TO ANALYSE OTHER DATA FORMATS !DDITIONALLY IT PERMITS THE CREATION OF TAILOR MADE DATA IMPORTERS !NALYSIS 4HE PROGRAM IS mEXIBLE WITH DIFFERENT KINDS OF ANALYSIS /MNI6IZ CAN CARRY OUT SIMPLE ANALYSIS FOR INEXPERIENCED USERS THOSE WHO ARE NOT EXPERTS IN DATA PROCESSING OR IN THE STANDARDIZATION OF DATA ANALYSIS /N THE OTHER HAND IT IS CAPABLE OF CONTROLLING ALL ANALYTICAL PARAMETERS AND OFFERS A WIDE RANGE OF

#OMPARISON OF 3OFTWARE 3UPPLY 0ROGRAMS NOT EVALUATED

ADVANCED TOOLS FOR THE EXPERT USER TO ANALYSE ANY PROBLEM &URTHERMORE NEW METHODS OF CLUSTERING OR GROUPING DATA CAN BE ADDED )NTEGRATION 8-, CAN BE USED TO DElNE WHICH DATA TO USE HOW TO CARRY OUT ANALYSIS AND WHICH VISUALISATION TO USE /MNI6IZ CAN BE EXECUTED FROM OTHER INTERFACES AND THEREFORE IT CAN BE USED BY THOSE WHO DO NOT NECESSARILY WANT OR REQUIRE ADVANCED PARAMETERS !UTOMATED ANALYSES ALLOW END USERS TO SEE AND EVALUATE THEIR DATA RAPIDLY WHILE STILL PROVIDING A PLATFORM WHICH CAN BE EXPLOITED BY EXPERT USERS TO CARRY OUT FURTHER ANALYSIS /MNI6IZ CAN SHARE ITS DATA WITH OTHER APPLICATIONS )T MAY BOTH RECEIVE DATA AND SEND IT TO OTHER APPLICATIONS VIA XML FORMAT -OREOVER DATA CAN BE SENT IN PERSONALIZED FORMAT FOR OTHER APPLICATIONS /MNI6IZ 0LATINUM #ONTAINS SIX INTERACTIVE VISUALIZATIONS DESIGNED TO RESPOND TO FUNDAMENTAL QUESTIONS CONCERNING THE RELATIONSHIPS BETWEEN REGISTERS AND HOW CERTAIN ATTRIBUTES ARE DISTRIBUTED THROUGHOUT A GROUP OF REGISTERS 4HE OPPORTUNITY TO ANALYSE AND VISUALIZE MULTIPLE DATA PERMITS INTEGRATED ANALYSIS )T ALSO CONTAINS QUESTIONING TOOLS INCLUDING DYNAMIC QUESTIONING THREE DIMENSIONAL GRAPHIC TOOLS VARIOUS SOPHISTICATED STATISTICS PACKAGES AND MANY OTHER UNIQUE FEATURES /MNI6IZ 4ITANIUM 4HIS PACKAGE INTEGRATES FURTHER ADVANCED MODULES SUCH AS THE "ARNARD #HEMICAL )NFORMATION "#) THE 7ARD CLUSTERING ALGORHYTHM OR THE 3TANFORD 3!- ANALYTICAL ALGORHYTHM 4HESE MAKE POSSIBLE THE DIRECT IDENTIlCATION AND GROUPING OF CHEMICAL COMPOUNDS FROM LARGE VOLUMES OF DATA AS WELL AS THE IDENTIlCATION OF CHANGES IN LARGE AMOUNTS OF DATA

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

&IGURE n /MNI6IZ 3OURCE HTTP WWW OMNIVIZ COM APPLICATIONS OMNI?VIZ HTM VISITED .OV

#OMPARISON OF 3OFTWARE 3UPPLY 0ROGRAMS NOT EVALUATED

0ROGRAM NOT EVALUATED 0AT,IST #ONTACT 2AYTEC #O ,TD (AYAO "UILDING &

+ANDA )ZUMICHO #HIYODA +U 4OKYO *APAN 7EBSITE HTTP WWW RAYTEC CO JP %NG0AGES )NDEX%NG HTM $ElNITION OF SOFTWARE 0AT,IST IS USED FOR THE REFORMATTING AND STATISTICAL ANALYSIS OF INFORMATION ON PATENTS EXTRACTED FROM CERTAIN DATABASES -AIN FEATURES )MPORTATION #AN IMPORT DATA FROM BIBLIOGRAPHIC REFERENCE LISTS TAKEN FROM $ERWENT 70) OR FROM )&) #LAIMS IN THE FOLLOWING HOSTS n $IALOG 34. OR 1UESTEL /RBIT !NALYSIS 4HIS PROGRAM PERMITS DIFFERENT TYPES OF STATISTICAL ANALYSIS #O OCCURRENCE MATRIX #REATES A TABLE WITH A COMBINATION OF TWO lELDS )N THE CELLS EITHER AN IDENTITY NUMBER FOR EACH PATENT CAN BE INCLUDED PATENT NUMBER PRIORITY REQUEST OR THE FREQUENCY OF CO OCCURRENCES 'RAPHS #AN CREATE VARIOUS TYPES OF GRAPHS BAR CYLINDER TAPE LINE CIRCLE RADAR PORTFOLIO AND LIFE CYCLE ALSO BASED ON THE CO OCCURRENCES OF TWO lELDS 4HE TABLE CONTENTS CAN BE EXPORTED IN CSV FORMAT IN ORDER TO VISUALIZE OR WORK ON THEM IN -3 %XCEL

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

&IGURE n 0AT,IST 3OURCE HTTP WWW RAYTEC CO JP %NG0AGES 4OUR 70)PATENT-AP HTML GRAPH VISITED .OV

#OMPARISON OF 3OFTWARE 3UPPLY 0ROGRAMS NOT EVALUATED

0ROGRAM NOT EVALUATED 34. !NA6IST #ONTACT &): +ARLSRUHE n (ELP$ESK 4EL 'ERMANY %MAIL HELPDESK lZ KARLSRUHE DE 52, HTTP WWW CAS ORG STNANAVIST INDEX HTML $ElNITION OF SOFTWARE 34. !NA6IST IS SOFTWARE USED FOR VISUALIZATION AND INTERACTIVE ANALYSIS WHICH OFFERS A WIDE VARIETY OF WAYS OF ANALYSING THE RESULTS OF SEARCHES IN SCIENTIlC AND PATENT DATABASES )T ALSO VISUALIZES TRENDS IN A RESEARCH lELD 34. !NA6IST CAN HELP TO SOLVE COMPLEX QUESTIONS AS WELL AS PROVIDING INFORMATION WHICH CAN BE USED TO TAKE FASTER AND BETTER BUSINESS DECISIONS 34. !NA6IST ALLOWS THE USER TO !NALYSE THE COMPETITIVE ENVIRONMENT n DETERMINE WHO WHAT WHERE WHEN AND WHY #ARRY OUT #OMPETITIVE )NTELLIGENCE TRACKING n DISCOVER WHAT COMPETITORS ARE DOING $ISCOVER NEW APPLICATIONS FOR EXISTING TECHNOLOGY $ETERMINE TRENDS IN A RESEARCH lELD n LOCALIZE WHETHER A PARTICULAR lELD OF RESEARCH IS GAINING SIGNIlCANCE REMAINING STABLE OR IN DECLINE 3UPPORT THE DEVELOPMENT OF STRATEGIC PLANNING -AIN FEATURES 34. !NA6IST OFFERS A UNIQUE COMBINATION OF FUNCTIONS FOR GATHERING ANALYSING AND INTERPRETING INFORMATION OBTAINED FROM SCIENTIlC AND 34. PATENT DATABASES )TS MAIN FUNCTIONS ARE &LEXIBLE CREATION OF GROUPS OF RESULTS )T IS POSSIBLE TO IMPORT A GROUP OF REGISTERS CREATED BY 34. %XPRESS $ISCOVER Â AND !NALYSIS %DITION OR USE THE SEARCH CAPACITY OF 34. !NA6IST )NTEGRATING THE CONTENT OF MULTIPLE DATABASES )T IS POSSIBLE TO SEARCH ANALYSE AND VISUALIZE DATA FROM DIVERSE SOURCES INCLUDING #APLUS3- AND THE 0#4 AND 53! COMPLETE TEXT DATABASES &IND UNIQUE RELATIONSHIPS BETWEEN STRUCTURED AND UNSTRUCTURED DATA IN TOTAL NINE lELDS ARE ANALYSED &OR EXAMPLE COMPANIES INVENTORS YEARS AND CONCEPTS DRAWN FROM TEXTS

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

'ROUPING AND CLEANING OF DATA 4HE PROGRAM HAS A THESAURUS OF COMPANY NAMES WHICH GROUPS THE LARGE NUMBER OF VARIANTS ON COMPANY NAMES BEFORE CARRYING OUT THE ANALYSIS )T ALSO ALLOWS THE GROUPING OF INVENTORS NAMES IN ORDER TO REUSE THEM AT A LATER MOMENT 3TANDARDIZATION OF CONCEPTS 4HE APPLICATION OF #!3 VOCABULARY STANDARDIZES TERMS AMONG DATABASES REDUCING THE NUMBER OF SYNONYMOUS TERMS THUS SAVING TIME AND PROVIDING MORE SIGNIlCATIVE RESULTS )NTERACTIVE RELATIONSHIPS BETWEEN DATA AND TABLES THE VISUALIZATION SPACE ALLOWS THE USER TO SEE RELATIONSHIPS WHICH INTENSIFY THE DATA DURING ANALYSIS )NSTANT AND UNDERSTANDABLE RESULTS )MMEDIATELY AFTER THE VISUALIZATION UNDERSTANDING OF THE SUBJECT OF INTEREST IS IMPROVED

&IGURE n 34. 3OURCE HTTP WWW CAS ORG STNANAVIST VIDUAL HTML VISITED .OV

#OMPARISON OF 3OFTWARE 3UPPLY 0ROGRAMS NOT EVALUATED

0ROGRAM NOT EVALUATED 4ETRALOGIE V #ONTACT ) 2 ) 4 5 0 3 Â£QUIPE 3)' ROUTE DE .ARBONNE 4OULOUSE #EDEX &RANCE 4EL &AX %MAIL DOUSSET IRIT FR 7EBSITE HTTP ATLAS IRIT FR

$ElNITION OF SOFTWARE 4ETRALOGIE IS SOFTWARE AIMED AT ANALYSIS AND GRAPHIC REPRESENTATION OF LARGE AMOUNTS OF REGISTERS FROM DATABASES )TS PRINCIPAL lELD OF APPLICATION IS IN 4ECHNOLOGICAL -ONITORING AND %CONOMIC )NTELLIGENCE 4ETRALOGIE IS A TOOL FOR $ESCRIBING THE STATE OF THE ART IN A RESEARCH lELD 4RACKING THE EVOLUTION OF A TECHNICAL ECONOMIC OR JURIDICAL lELD %VALUATING THE RELATIVE POSITION OF AN ORGANIZATION COMPANY OR RESEARCH GROUP %VALUATING THE CONNECTIONS BETWEEN A WEBSITE AND THE REST OF THE INTERNET %VALUATION RESEARCH $ETECTING EXPERTS -AIN FEATURES 4ETRALOGIE ACCESSES ITS MATERIAL FROM LISTS OF BIBLIOGRAPHICAL REGISTERS OF DATABASES AVAILABLE ON LINE #$ 2/-S OR FROM ANY OTHER SOURCE 4HESE REGISTERS MAY BE FACTUAL OR MAY HAVE lELDS IN COMPLETE TEXT 4ETRALOGIE IS A POWERFUL TOOL IN STATISTICAL EXPLORATORY ANALYSIS AND INTERACTIVE CARTOGRAPHY METHODS !FTER A PRELIMINARY PHASE PREPARING THE DATA IT CARRIES OUT ANALYSIS OF THE INFORMATION PROVIDED AS A RESULT OF THE APPEARANCE OF FOCUSES AND KNOWLEDGE WHICH CANNOT BE OBTAINED THROUGH READING THE INFORMATION SEQUENTIALLY SUCH AS )DENTIlCATION OF THE MAIN PROTAGONISTS AND THEIR WORKPLACES %VALUATION OF THEIR IMPORTANCE THEIR RELATIONSHIPS AND MOBILITY IN TIME %MERGENCE AND EVOLUTION OF IDEAS AND CONCEPTS

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

-OST RELEVANT TERMINOLOGY -AIN THEMATIC AREAS $ETECTION OF KEY DOCUMENTS $ETECTION OF MAIN SOURCES OF INFORMATION $ETECTION OF MAIN POTENTIAL PARTNERS WITH WHOM CO OPERATION IS POSSIBLE )N ORDER TO FULlL THESE AIMS 4ETRALOGIE HAS 4OOLS FOR THE MANIPULATION OF CORPUS DATA WORDS ETC SUCH AS DESCRIPTOR DATABASES DESCRIPTOR STRUCTURES SYNONYMS OR lLTERS AND FORMATS FOR DATA CORRECTION 4HREE DIMENSIONAL ELECTRONIC SPREADSHEETS TO CARRY OUT OPERATIONS SUCH AS TABLE CLEANING RETRIEVAL OF NEW TABLES REALINEATIONS COMPARISONS CLASSIlCATIONS OF VARYING TYPES GROUPINGS DETECTION OF MULTITERMS OR EMERGING TERMS -ULTIDIMENSIONAL METHODS OF ANALYSIS !NALYSIS OF MAIN COMPONENTS &ACTORIAL ANALYSIS OF CORRESPONDENCE 6ISUALIZATION OF FACTORIAL MAPS $ $ $ 6ISUALIZATION OF QUANTITIVE LINKS IN $ #!( HIERARCHICAL ASCENDANCY CLASSIlCATION FOR NAVIGATION IN THIS CLASSIlCATION #00 PARTITIONED CLASSIlCATION METHOD 3TUDY OF ABSOLUTE EVOLUTION TRAJECTORY 3TUDY OF DIFFERENTIAL EVOLUTION SPEED AND ACCELERATION 3TUDY OF RELATIVE EVOLUTION PROCRUSTEAN ROTATION

3%#4)/. 3)8 #ONCLUSION AND DISCUSSION

#/.#,53)/. !.$ $)3#533)/.

'ENERAL #ONCLUSION 2ESULTS OF COMPARISON 4HE STUDY OF SUPPLY AND DEMAND FOR PATENT ANALYSIS SOFTWARES ALONG WITH THEIR COMPARISON ALLOWS US TO MAKE SEVERAL OBSERVATIONS AND DRAW CERTAIN CONCLUSIONS 4O BEGIN WITH THE COMPARISON IN THIS STUDY IS THE lRST OF ITS KIND TO BE CARRIED OUT )T UNDERLINES NOT ONLY THE DElCIENCIES OF COMMERCIALLY AVAILABLE APPLICATIONS BUT ALSO THE OVERLOAD OF FUNCTIONS WHICH ARE NOT STRICTLY OF USE TO REGULAR USERS 4ABLE SUMMARIZES ALL THE DATA GATHERED )N THE hSUPPLYv SECTION OF THE TABLE VALUES ARE LISTED FOR THE ITEMS CONSIDERED IN THE STUDY FOR EACH PROGRAM TO WHICH WE HAVE BEEN GIVEN ACCESS )N THE COMPARATIVE STUDY A VALUE RANGE OF TO WAS ASSIGNED TO EACH FUNCTION ! COLUMN HAS BEEN ADDED REmECTING THE AVERAGE VALUE OF EACH FUNCTION AND EACH GROUP OF FUNCTIONS AVERAGE WEIGHTED VALUE /N THE hDEMANDv SIDE TABLE SHOWS THE RESULT OBTAINED IN THE STUDY OF SUPPLY 4HOSE PROGRAM USERS SURVEYED WERE ASKED TO GIVE A VALUE TO EACH FUNCTION "ELOW WE OUTLINE SOME COMMENTS AND CONCLUSIONS TO BEAR IN MIND FOR EACH SECTION 3EARCHING AND $OWNLOADING 4HIS IS THE GROUP OF FUNCTIONS WHICH GENERALLY LEAST CORRESPONDS TO THE REQUIREMENTS OF USERS -OREOVER THIS DElCIENCY IS ACCENTUATED BY THE FACT THAT USERS HAVE GIVEN GREATER VALUE TO THE RELATIVE IMPORTANCE WHICH THE SEARCH AND DOWNLOAD OF PATENT INFORMATION HAS FOR THEM IN COMPARISON WITH OTHER GROUPS /NLY A FEW FUNCTIONS IN THIS GROUP RESPOND TO THE DEMAND SUCH AS THE CAPACITY TO IMPORT PATENTS h!BILITY TO IMPORT PATENT RECORDSv &ILTERING AND 6ALUE !DDING )N THE LARGE MAJORITY OF CASES THIS GROUP OF FUNCTIONS FULlLS THE REQUIREMENTS OF USERS VERY SATISFACTORILY )N

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

OTHER WORDS THE RANGE OF FUNCTIONS AVAILABLE SLIGHTLY EXCEEDS THE USE MADE OF THEM ,OCAL !NALYSIS AND %XPLOITATION !CCORDING TO THE RESULTS OF THE STUDY THIS FUNCTION DOES NOT SATISFY USERS NEEDS 2ESULTS OBTAINED SHOW THAT ONLY TWO OF THE lVE PROGRAMS COVER OF THESE FUNCTIONS 'RAPHIC 'ENERATION !LTHOUGH THE OVERALL RESULT IS POSITIVE THERE ARE SOME AREAS WHERE IT IS NOT POSSIBLE TO WORK IN ANY GREAT DEPTH &UNCTIONS SUCH AS h3PACE OR TOPOGRAPHICAL REPRESENTATION OF A PATENT COLLECTION TEXT MINING ANALYSISv OR h!BILITY TO USE LOCAL DATABASES TO INTEGRATE NEW DATA AND COMPLETE THE PATENT ANALYSISv ARE POORLY COVERED BY THE PROGRAMS STUDIED BUT ARE GENERALLY USED FREQUENTLY $ISSEMINATION AND 7ORKGROUP 4HIS IS ANOTHER GROUP OF FUNCTIONS WHICH IS NOT PARTICULARLY NOTED FOR ITS PRESENCE IN THE PROGRAMS ANALYZED IN THE STUDY &OR EXAMPLE ALERTS IMPORTANT TOOLS FOR ALL USERS ARE NOT SUFlCIENTLY COVEREDS -ANAGEMENT OF 4OOL 4HERE IS A SERIOUS LACK IN THIS AREA 0RACTICALLY NONE OF THE PROGRAMS ANALYZED IN THE STUDY FULlL TO AN ACCEPTABLE DEGREE THE SEVEN FUNCTIONS DESCRIBED IN THIS GROUP 4HEIR LOW VALUE SCORES MAY BE DUE TO THE FACT THAT THE PROFESSIONALS WHO HAVE RESPONDED TO THE SURVEY ARE NOT THE APPLICATION ADMINISTRATORS ALSO KNOWN AS WEBMASTER 4HEREFORE PERHAPS BOTH THE USE AND THE IMPORTANCE OF THESE FUNCTIONS HAVE A RELATIVELY LOW VALUE

#ONCLUSION AND DISCUSSION

3EARCHING AND $OWNLOADING !BILITY TO SEARCH IN A SET OF ONLINE PATENT DATABASES

!BILITY TO SEARCH IN OTHER TECHNICAL GREY LITERATURE ONLINE DATABASES

!BILITY TO SEARCH IN LOCAL INTRANET DATABASES

!BILITY TO IMPORT PATENT RECORDS

!BILITY TO IMPORT OTHER RECORDS NOT PATENTS

!BILITY TO LAUNCH SIMULTANEOUS SEARCHES IN MULTIPLE DATABASES

!BILITY TO SAVE SEARCH STRATEGIES

$OWNLOADING AND INTEGRATION OF PATENT LEGAL STATUS

$OWNLOADING AND INTEGRATION OF GRAPHICS

$OWNLOADING AND INTEGRATION OF PDF DOCUMENTS

!BILITY TO 3CHEDULE REPETITIVE SEARCHES

2ELATIVE )MPORTANCE !VERAGE

5SE !VERAGE BY &UNCTION

3UPPLY !VERAGE BY &UNCTION

$EMAND

6ANTAGE 0OINT V 60

0- -ANAGER 6 0-

0ATENT,AB)) V 0,

-ATHEO 0ATENT V -0

-ATHEO !NALYZER V -!

3UPPLY

!UTOMATIC GROUPING OF PATENT FAMILIES

!UTOMATIC GENERATION OF lELD INDEXES

!BILITY TO DElNE AND BUILD NEW INDEXES

7IZARD FOR GROUPING AND CLEANING TERMS OF INDEXES

!UTOMATIC DUPLICATE DETECTION AND REMOVAL

&ILTERING AND 6ALUE !DDING

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

-0

0ATENT PERTINENCE USER lLLED lELD

!NNOTATION OF PATENTS USER lLLED lELD

!BILITY TO DElNE AND EDIT PATENT GROUPS

,INKS TO OTHER RELATED DOCUMENTS

4AXONOMIES CREATION AND EDITION

,OCAL !NALYSIS AND %XPLOITATION

-0

!UTOMATIC EXTRACTION OF MAIN KEYWORDS FROM PATENTS

!UTOMATIC ABSTRACTS

!UTOMATIC CLUSTERING OF PATENTS

!UTOMATIC CLASSIlCATION OF PATENTS USING SEMANTIC lLTERS &ULL TEXT SEARCHING CAPABILITIES 3EMANTIC SEARCHING CAPABILITIES

#ITE !NALYSIS CITED AND CITING PATENTS IN RELATION TO A KNOWN PATENT 2ANKINGS !NALYSIS OF ONE lELD

-0

'RAPHIC 'ENERATION

#ONCLUSION AND DISCUSSION

-ATRIX OR "AR GRAPHS n 4WO lELD S CO OCCURRENCE ANALYSIS

.ETWORK RELATIONS ANALYSIS n 4WO lELDS CO OCCURRENCE ANALYSIS

3PACE OR TOPOGRAPHIC REPRESENTATION OF A PATENT COLLECTION n TEXT MINING ANALYSIS

!BILITY TO USE LOCAL DATABASES TO INTEGRATE NEW DATA AND COMPLETE THE PATENT ANALYSIS

0UBLISH THE CONTENTS IN THE INTRANET INTERNET 0ERSONAED ALERTS !LERTS TO DETECT CHANGES ON THE LEGAL STATUS OF A PATENT !UTOMATIC REPORTS USING TEMPLATES !BILITY TO EXPORT DATA

$ISSEMINATION AND 7ORKGROUP

-0

!BILITY TO CREATE A POLL AND LINK A PATENT TO A POLL !BILITY TO LINK A PATENT TO A FORUM

!BILITY TO LINK A PATENT TO AN EVENT IN A SHARED AGENDA

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

-0

-ANAGEMENT OF 4OOL

-ANAGEMENT OF USERS ACCESS RIGHTS -ANAGEMENT OF $OCUMENT COLLECTIONS ACCESS RIGHTS 3IMULTANEOUS MULTI USER ACCESS AND EDITION #USTOMIZATION OF ACCESS AND SEARCH INTERFACE -ULTILANGUAGE INTERFACE

3YSTEM UTILISATION STATISTICS

4ABLE n #OMPARISON OF ADJUSTED VALUES FOR SUPPLY AND DEMAND

4HE TABLE ABOVE TABLE SUMMARIZES THE CONCLUSIONS DRAWN ABOUT THE PREVIOUS GROUPS OF FUNCTIONS WITH THOSE FUNCTIONS NOT SATISFYING THE DEMAND MARKED IN RED AND THOSE WHICH TO A GREATER OR LESSER EXTENT DO MARKED IN GREEN 7E CAN CONCLUDE THAT ONLY TWO FEATURES FULlL THE AVERAGE EXPECTATIONS OF PROGRAM USERS 4HE RESULTS FROM TABLE ARE SUMMARIZED IN TABLE &IGURE OFFERS A DIFFERENT VISUALIZATION OF THE RESULTS OBTAINED IN TABLE 4HE GROUPS OF FACTORS HAVE BEEN COMPARED WITH THE AVERAGE USE OF THOSE FACTORS )T CAN BE SEEN THAT IN THE MAJORITY OF CASES THERE IS A CERTAIN POSITIVE RELATIONSHIP BETWEEN THE FREQUENCY OF USE OF THOSE FUNCTIONS AND THE VALUE GIVEN TO THEM 4HIS RELATIONSHIP IS SIMILAR TO THAT DISCOVERED IN OTHER STUDIES USING THE SAME METHODOLOGY FOR EXAMPLE SEE #OMAI

2ELATIVE )MPORTANCE

!VERAGE 6ALUE OF $EMAND

'ROUP OF &UNCTIONS

!VERAGE 6ALUE OF 3UPPLY

#ONCLUSION AND DISCUSSION

3EARCHING AND $OWNLOADING

&ILTERING AND 6ALUE !DDING

,OCAL !NALYSIS AND %XPLOITATION

'RAPHIC 'ENERATION

$ISSEMINATION AND 7ORKGROUP

-ANAGEMENT OF 4OOL

4ABLE n 3UMMARY OF THE COMPARISON BETWEEN GROUPS OF FUNCTIONS AND THEIR PRIORITIES

&INAL THOUGHTS 4HE PROGRAMS EVALUATED HERE DO NOT TOTALLY ADDRESS THE FUNCTIONS IDENTIlED AS BEING OF SPECIAL SIGNIlCANCE FOR PATENT TRACKING PROGRAMS 4HESE PROGRAMS COVER THE RANGE OF AREAS WITH DIFFERING LEVELS OF INTENSITY !LTHOUGH THIS STUDY ONLY CONCERNS ITSELF WITH THE lVE PROGRAMS WHICH KINDLY GAVE US PERMISSION TO EVALUATE WE BELIEVE THAT THE NON EVALUATED PROGRAMS POSSESS SIMILAR FEATURES THEREFORE THEY DO NOT FULLY SATISFY THE FUNCTIONS EXAMINED IN THIS STUDY 4HE MAIN lNDINGS OF OUR REPORT CAN BE SYNTHESIZED INTO THE FOLLOWING STATEMENTS .ONE OF THE PATENT TRACKING PROGRAMS TOTALLY COVER THE FUNCTIONS WHICH ONE WOULD EXPECT TO lND IN A PROGRAM OF THIS TYPE %XISTING PATENT TRACKING PROGRAMS SATISFY USERS DEMANDS ALTHOUGH THERE ARE SERIOUS DElCIENCIES IN SOME FUNCTIONS 7E BELIEVE THAT THE RESULTS OF THIS TEST SHOW THAT THERE IS STILL WORK TO BE DONE BY THE COMPANIES PRODUCING THESE SOFTWARES -ANUFACTURERS NEED TO INCREASE

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2ELATIVE )MPORTANCE

3%!2#().' !.$ $/7.,/!$).'

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&REQUENCY IN THE USE

&IGURE n 2ELATIVE IMPORTANCE AND &REQUENCY IN THE USE OF GROUPS OF FUNCTIONS

#ONCLUSION AND DISCUSSION

THEIR CAPACITIES IN THE AREAS UNDERLINED ABOVE IN ORDER TO INCREASE THE ADDED VALUE OF THESE PROGRAMS 4HE MAIN IMPROVEMENTS IN THE SOFTWARES SHOULD BE CENTRED ON THE FUNCTIONS MOST COMMONLY ACCESSED BY USERS ADOPTING THE PRIORITIES SUGGESTED IN TABLE AS h3EARCHING AND $OWNLOADINGv h,OCAL !NALYSIS AND %XPLOITATIONv h-ANAGEMENT OF 4OOLv AND h$ISSEMINATION AND 7ORKGROUPv

&OOTNOTES

4HIS VALUE WAS CALCULATED BY TAKING THE AVERAGE OF THE ADJUSTED VALUES FOR ALL THE FUNCTIONS IN A CLASS 4HE VALUE REmECTS THE AVERAGE OF THE FUNCTIONS CLASSIlED IN A CATEGORY 4HE VALUE COMES FROM TABLE PAGE 4HE VALUE REmECTS THE INDIVIDUAL TABLES FOR EACH PROGRAM IN THE STUDY PRESENTED IN CHAPTER WHICH HAVE AN ORIGINAL SCALE OF NO FUNCTION IN THE PROGRAM TO THE PROGRAM FULLY COVERS THIS FUNCTION 4HIS SCALE HAS BEEN ADJUSTED TO TO IN ORDER FOR SUPPLY AND DEMAND TABLE TO BE DIRECTLY COMPARABLE 3EE COMPARISON TABLES AND SURVEY USED IN THE INDICES )F THE BOX INDICATES NO MARK AND IS NOT MARKED THIS MEANS THAT THE PROGRAM DOES NOT FULlL THE FUNCTION IN QUESTION 4HIS VALUE WAS OBTAINED BY TAKING THE AVERAGE OF THE ASSOCIATED VALUES OF THE lVE PROGRAMS FOR THE SAME FUNCTION 4HIS VALUE WAS CALCULATED BY TAKING THE AVERAGE OF USERS RESPONSES TO THE PROGRAMS IN THE STUDY OBTAINED IN THE STUDY OF USE OF FUNCTIONS SEE CHAPTER

3%#4)/. 3%6%. 2EFERENCES AND !UTHORS

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3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

4RIPPE ! * h0ATINFORMATICS 4ASKS TO TOOLS v 7ORLD 0ATENT )NFORMATION .O 6ERGARA * # h5SO DE LAS PATENTES EN LA PRÃ&#x2022;CTICA DE LA 6IGILANCIA 4ECNOLÂ&#x2DC;GICA E )NTELIGENCIA #OMPETITIVA v 05::,% 2EVISTA (ISPANA DE LA )NTELIGENCIA #OMPETITIVA

2EFERENCES AND !UTHORS

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*UAN #ARLOS 6ERGARA )S AN )NDUSTRIAL %NGINEER FROM THE 5NIVERSITY OF .AVARRA WITH A POSTGRADUATE DEGREE FROM THE 5NIVERSITY OF "ARCELONA IN BOTH THE 3PANISH AND THE %UROPEAN 0ATENT (E IS THE CO FOUNDER OF h#$% #ENTRO DE 6IGILANCIA .ORMAS Y 0ATENTESv A COMPANY WHICH IS PART OF THE #$% 'ROUP WHERE HE IS 4ECHNICAL $IRECTOR (E HAS EXTENSIVE EXPERIENCE IN THE CREATION OF !UTOMATED /BSERVATION 3ERVICES IN )NTERNET USING HIS #$%4RACKER (E PROVIDES TRAINING IN AND ADVICE ON THE IMPLEMENTATION OF 4ECHNOLOGICAL /BSERVATION AND #OMPETITIVE )NTELLIGENCE 3YSTEMS IN ORGANIZATIONS OF ALL KINDS (E CREATED 3ECTOR BASED 4ECHNOLOGICAL /BSERVATION 3ERVICES ASSISTING IN AREAS SUCH AS DElNITION CONlGURATION AND START UP (E IS A CONSULTANT IN )NTELLECTUAL 0ROPERTY FROM BOTH THE TECHNOLOGICAL ANALYSIS OF PATENT RIGHTS STATUS IDENTIlCATION OF COMPETITION S LINES OF RESEARCH TECHNOLOGICAL LEADERS AND THEIR SPECIALTIES AS WELL AS FROM THE LEGAL VIEWPOINT IN ORDER TO PREVENT AND lND SOLUTIONS FOR CONmICT BETWEEN PATENTS ANALYSIS OF PATENTABILITY ANALYSIS OF THE RISK OF PATENT INFRINGEMENT IN A COUNTRY ANALYSIS OF THE LEGAL STATUS OF A PATENT ETC (E IS A MEMBER OF 3#)0 AND IS AN EXPERT COLLABORATOR WITH 6IZCAYA #ITY #OUNCIL S :AINTEK 3ERVICIOS 4ECHNOLOGICAL /BSERVATION FOR 3-%S IN 6IZCAYA AND .AVARRA )NNOVATION !GENCY S .AVACTIVA #ONTACT JCVERGAR CDE ES

!LESSANDRO #OMAI 0H $ CANDIDATE AT %3!$% BUSINESS SCHOOL 52, HE HOLDS A "3C (ONOR IN %NGINEERING #OVENTRY 5NIVERSITY AND AN -"! FROM THE 5NIVERSITY OF 0OMPEU &ABRA "ARCELONA !T THE MOMENT HE IS AN ASSOCIATE PROFESSOR OF THE 5NIVERSITY OF 0OMPEU &ABRA "ARCELONA 3PAIN AND WAS A VISITING PROFESSOR AT 4AMPERE 5NIVERSITY OF 4ECHNOLOGY 4AMPERE &INLAND DURING (E RESEARCHES AND TEACHES COMPETITIVE INTELLIGENCE #) (E HAS WRITTEN SEVERAL ARTICLES AND PAPERS ABOUT #) AND HE IS INVOLVED IN SEVERAL RESEARCH PROJECTS IN THIS lELD (E HAS ALSO GIVEN SEVERAL WORKSHOPS AND

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PRESENTATIONS ABOUT #) AT INTERNATIONAL CONFERENCES #O AUTHOR OF SEVERAL BOOKS h)NTELIGENCIA #OMPETITIVA Y 6IGILANCIA 4ECNOLÂ&#x2DC;GICA %XPERIENCIAS DE )MPLANTACIÂ&#x2DC;N EN %SPAÂ¶A Y ,ATINOAMÂ£RICAv "ARCELONA %MECOM AND STUDIES HE IS CURRENTLY THE DIRECTOR OF THE 3PANISH #OMPETITIVE )NTELLIGENCE -AGAZINE h05::,% 2EVISTA (ISPANA DE LA )NTELIGENCIA #OMPETITIVAv AND IS A MEMBER OF THE EDITORIAL BOARD OF THE *OURNAL OF #OMPETITIVE )NTELLIGENCE AND -ANAGEMENT (E IS ALSO A MEMBER OF 3#)0 3OCIETY OF #OMPETITIVE )NTELLIGENCE 0ROFESSIONALS #ONTACT DIRECCION REVISTA PUZZLE COM

*OAQUÂ¤N 4ENA -ILLÃ&#x2022;N (AS A DEGREE AND A DOCTORATE IN "USINESS !DMINISTRATION FROM THE !UTONOMOUS 5NIVERSITY OF "ARCELONA AND A -ASTER OF "USINESS !DMINISTRATION FROM THE 5NIVERSITY OF #ALIFORNIA IN ,OS !NGELES &ULL 0ROFESSOR AT 0OMPEU &ABRA 5NIVERSITY 50& $IRECTOR OF THE -"!PT FOR THE $IPLOMA IN "USINESS -ANAGEMENT AND CO DIRECTOR WITH !LESSANDRO #OMAI OF THE ONLINE #OURSE IN #OMPETITIVE )NTELLIGENCE #)#/, AT THE )NSTITUTE OF &URTHER %DUCATION OF THE 50& $IRECTOR OF THE "USINESS 3CHOOL AT 50& !UTHOR OF AMONG OTHER TITLES h)NTELIGENCIA #OMPETITIVA Y 6IGILANCIA 4ECNOLÂ&#x2DC;GICA %XPERIENCIAS DE )MPLANTACIÂ&#x2DC;N EN %SPAÂ¶A Y ,ATINOAMÂ£RICAv "ARCELONA %MECOM h%L %NTORNO DE LA %MPRESAv "ARCELONA %DITIONS h/RGANIZACIÂ&#x2DC;N DE LA %MPRESA 4EORÂ¤A Y !PLICACIONESv %DITIONS h!NÃ&#x2022;LISIS Y &ORMULACIÂ&#x2DC;N DE %STRATEGIA %MPRESARIALv WITH * $ 'RIMA "ARCELONA (ISPANO %UROPEA #O DIRECTOR OF 05::,% AND MEMBER OF THE !CADEMY OF -ANAGEMENT THE 3TRATEGIC -ANAGEMENT 3OCIETY AND 3#)0 #ONTACT JOAQUIN TENA UPF EDU

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!NNEX ,ETTER OF INVITATION SENT TO SOFTWARE PRODUCING COMPANIES $EAR 3IR

7E ARE INVITING YOU TO PARTICIPATE IN OUR STUDY 05::,% 4HE (ISPANIC -AGAZINE OF #OMPETITIVE )NTELLIGENCE WWW REVISTA PUZZLE COM IS WORKING ON A RESEARCH PROJECT TO ESTABLISH THE CHARACTERISTICS OF PATENT ANALYSIS SOFTWARE 4HIS STUDY SEEKS TO UNDERSTAND THE USAGE OF PATENTS ANALYSIS SOFTWARE AND MAKE A COMPARISON BETWEEN SEVERAL SOFTWARES 4HE BENCHMARK EVALUATION WILL BE DONE FOR EACH SOFTWARE AGAINST A DElNED LIST OF CHARACTERISTICS WHICH WILL BE VALIDATED FROM A SURVEY WE ARE DOING WITH PRACTITIONERS 4HIS SURVEY WILL DElNE THE RELEVANCE AND IMPORTANCE OF DIFFERENT METHODS OR TECHNIQUES WITHIN THE PROFESSION 7E ARE INTERESTED IN INSTALLING YOUR SOFTWARE h#OMPANY "RAND .AMEv AND MAKING THE TEST WITH RESULTS OBTAINED FROM h#OMPANY "RAND .AMEv(OST 7E WOULD LIKE TO ASK IF YOU COULD SEND US A MONTH LIMITED COPY OF YOUR SOFTWARE h#OMPANY "RAND .AMEv AND IF YOU COULD ALLOW US LIMITED ACCESS TO h#OMPANY "RAND .AMEv SO THAT WE CAN TEST THE SOFTWARE )F THIS WERE NOT POSSIBLE WE WOULD APPRECIATE IF YOU COULD SEND US THE DOCUMENTATION AND OTHER RELEVANT MATERIAL THAT WOULD ALLOW US TO STUDY THE SOFTWARE )N THIS SPECIlC CASE THE CONCLUSION OF THE SOFTWARE BENCHMARK WILL BE CLASSIlED IN A SPECIAL GROUP OF PRODUCTS THAT HAVE NOT BEEN TESTED !S A SMALL TOKEN OF OUR APPRECIATION WE WILL PROVIDE A SUMMARY OF OUR lNDINGS FOR EACH STAGE OF THE RESEARCH 4HE FULL REPORT WHICH PROVIDES SEVERAL

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

PATENT ANALYSIS SOFTWARE PROGRAMS AND THE RESULTS WILL BE PUBLISHED AT THE BEGINNING OF .OVEMBER )F YOU HAVE ANY QUESTIONS PLEASE DO NOT HESITATE TO CONTACT US 3INCERELY

*UAN #ARLOS 6ERGARA 4ECHNICAL !DVISER

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!NNEX ,ETTER OF )NVITATION SENT TO PROFESSIONAL INDIVIDUALS

$EAR 3IR

05::,% 4HE (ISPANIC -AGAZINE OF #OMPETITIVE )NTELLIGENCE WWW REVISTA PUZZLE COM IS WORKING ON A RESEARCH PROJECT TO ESTABLISH THE CHARACTERISTICS OF PATENT ANALYSIS SOFTWARE 7E ARE SEEKING YOUR EXPERT ASSISTANCE AND YOUR PARTICIPATION IS CRITICAL IN THIS RESEARCH 4HIS STUDY SEEKS TO UNDERSTAND THE USAGE OF PATENTS ANALYSIS SOFTWARE 4HEREFORE WE ARE PARTICULARLY INTERESTED IN DElNING THE RELEVANCE AND IMPORTANCE OF DIFFERENT METHODS OR TECHNIQUES WITHIN THE PROFESSION 7E WOULD VERY MUCH APPRECIATE IT IF YOU COULD COMPLETE THE QUESTIONNAIRE ONLINE AT HTTP WWW SURVEYMONKEY COM S ASP U 4HE DEADLINE WILL BE T*ULY !S A SMALL TOKEN OF OUR APPRECIATION WE WILL PROVIDE A SUMMARY OF OUR lNDINGS FOR EACH STAGE OF THE RESEARCH 4HE FULL REPORT WHICH PROVIDES SEVERAL PATENT ANALYSIS SOFTWARE PROGRAMS AND THE RESULTS WILL BE PUBLISHED AT THE BEGINNING OF .OVEMBER )F YOU HAVE ANY QUESTIONS PLEASE DO NOT HESITATE TO CONTACT US 3INCERELY

!LESSANDRO #OMAI $IRECTOR OF 05::,% AND 0H $ CANDIDATE %3!$% "USINESS 3CHOOL ALESSANDRO COMAI REVISTA PUZZLE COM

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

!NNEX RD ,ETTER OF )NVITATION SENT TO PROFESSIONAL INDIVIDUALS $EAR 3IR

) AM SENDING A RD AND LAST CALL FOR PARTICIPATING IN OUR STUDY 4HIS STUDY SEEKS TO UNDERSTAND THE USAGE OF PATENT ANALYSIS SOFTWARE !FTER THE ND CALL WE HAVE ADDED VALID QUESTIONNAIRES TO THE INITIAL 4HEREFORE WE HAVE ACHIEVED VALID RESPONSES AT THE MOMENT 7E WOULD VERY MUCH APPRECIATE IT IF YOU COULD COMPLETE THE QUESTIONNAIRE ONLINE AT HTTP WWW SURVEYMONKEY COM S ASP U 4HE DEADLINE WILL BE *ULY !S A SMALL TOKEN OF OUR APPRECIATION WE WILL PROVIDE A SUMMARY OF OUR lNDINGS FOR EACH STAGE OF THE RESEARCH )F YOU HAVE ANY QUESTIONS PLEASE DO NOT HESITATE TO CONTACT US 3INCERELY

!LESSANDRO #OMAI $IRECTOR OF 05::,% AND 0H $ CANDIDATE %3!$% "USINESS 3CHOOL ALESSANDRO COMAI REVISTA PUZZLE COM

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!NNEX ,ETTER OF )NVITATION SENT TO PROFESSIONAL INDIVIDUALS IN 3PANISH %STIMADO A 3R A

05::,% LA REVISTA HISPANA DE )NTELIGENCIA #OMPETITIVA WWW REVISTA PUZZLE COM ESTÃ&#x2022; LLEVANDO A CABO UN TRABAJO DE INVESTIGACIÂ&#x2DC;N PARA ESTABLECER LAS CARACTERÂ¤STICAS MÃ&#x2022;S VALORADAS DE LOS 3OFTWARE DE !NÃ&#x2022;LISIS DE 0ATENTES Y A CONTINUACIÂ&#x2DC;N HACER UNA COMPARATIVA ENTRE ELLOS "USCAMOS SU OPINIÂ&#x2DC;N COMO EXPERTO EN PATENTES Y CONSIDERAMOS QUE SU PARTICIPACIÂ&#x2DC;N ES CRÂ¤TICA EN ESTA INVESTIGACIÂ&#x2DC;N %STE ESTUDIO BUSCA ENTENDER EL USO QUE SE HACE DEL SOFTWARE DE ANÃ&#x2022;LISIS DE PATENTES 0OR TANTO ESTAMOS PARTICULARMENTE INTERESADOS EN DElNIR LA RELEVANCIA Y LA IMPORTANCIA DE DIFERENTES MÂ£TODOS O TÂ£CNICAS DE ANÃ&#x2022;LISIS EN EL DESEMPEÂ¶O DE SU PROFESIÂ&#x2DC;N ,E AGRADECEREMOS QUE DEDIQUE UNOS MINUTOS EN RESPONDER A UN CUESTIONARIO DISPONIBE ONLINE EN HTTP WWW SURVEYMONKEY COM S ASP U ,A FECHA PARA LA RECOPILACIÂ&#x2DC;N DE LOS RESULTADOS ES EL DE *ULIO DE #OMO MUESTRA DE AGRADECIMIENTO A LOS PARTICIPANTES LES ENVIAREMOS UN RESUMEN CON LAS CONCLUSIONES DE CADA ETAPA DE INVESTIGACIÂ&#x2DC;N %L INFORME QUE INCLUYE UNA COMPARACIÂ&#x2DC;N DE VARIOS PAQUETES DE ANÃ&#x2022;LISIS DE PATENTES SE PUBLICARÃ&#x2022; EN .OVIEMBRE DE ,E AGRADECEREMOS QUE RE ENVIE ESTE MENSAJE A OTROS COLEGAS QUE PUEDAN RESPONDER AL CUESTIONARIO 3I 5D TIENE ALGUNA PREGUNTA POR FAVOR NO DUDE EN CONTACTARNOS 3INCERAMENTE

!LESSANDRO #OMAI $IRECTOR DE 05::,% Y DOCTORANDO %3!$% ALESSANDRO COMAI REVISTA PUZZLE COM

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*OAQUÂ¤N 4ENA #O $IRECTOR DE 05::,% *OAQUIN TENA UPF EDU *UAN #ARLOS 6ERGARA !SESOR DE 05::,% JUANCARLOS VERGARA REVISTA PUZZLE COM

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!NNEX &UNCTIONS 4ABLE 3EARCHING AND $OWNLOADING !BILITY TO SEARCH IN A SET OF ONLINE PATENT DATABASES !BILITY TO SEARCH IN OTHER TECHNICAL GREY LITERATURE ONLINE DATABASES !BILITY TO SEARCH IN LOCAL INTRANET DATABASES !BILITY TO IMPORT PATENT RECORDS !BILITY TO IMPORT OTHER RECORDS NOT PATENTS !BILITY TO LAUNCH SIMULTANEOUS SEARCHES IN MULTIPLE DATABASES !BILITY TO SAVE SEARCH STRATEGIES !BILITY TO 3CHEDULE REPETITIVE SEARCHES $OWNLOADING AND INTEGRATION OF PATENT LEGAL STATUS $OWNLOADING AND INTEGRATION OF GRAPHICS $OWNLOADING AND INTEGRATION OF PDF DOCUMENTS &ILTERING AND 6ALUE !DDING !UTOMATIC DUPLICATE DETECTION AND REMOVAL !UTOMATIC GROUPING OF PATENT FAMILIES !UTOMATIC GENERATION OF lELD INDEXES !BILITY TO DElNE AND BUILD NEW INDEXES 7IZARD FOR GROUPING AND CLEANING TERMS OF INDEXES 0ATENT PERTINENCE USER lLLED lELD !NNOTATION OF PATENTS USER lLLED lELD !BILITY TO DElNE AND EDIT PATENT GROUPS ,INKS TO OTHER RELATED DOCUMENTS 4AXONOMIES CREATION AND EDITION ,OCAL !NALYSIS AND %XPLOITATION !UTOMATIC EXTRACTION OF MAIN KEYWORDS FROM PATENTS !UTOMATIC ABSTRACTS !UTOMATIC CLUSTERING OF PATENTS !UTOMATIC CLASSIlCATION OF PATENTS USING SEMANTIC lLTERS &ULL TEXT SEARCHING CAPABILITIES

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

3EMANTIC SEARCHING CAPABILITIES 'RAPHIC 'ENERATION #ITE !NALYSIS CITED AND CITING PATENTS IN RELATION TO A KNOWN PATENT 2ANKINGS !NALYSIS OF ONE lELD -ATRIX OR "AR GRAPHS n 4WO lELD S CO OCCURRENCE ANALYSIS .ETWORK RELATIONS ANALYSIS n 4WO lELDS CO OCCURRENCE ANALYSIS 3PACE OR TOPOGRAPHIC REPRESENTATION OF A PATENT COLLECTION n TEXT MINING ANALYSIS !BILITY TO USE LOCAL DATABASES TO INTEGRATE NEW DATA AND COMPLETE THE PATENT ANALYSIS $ISSEMINATION AND 7ORKGROUP !BILITY TO PUBLISH THE CONTENTS IN THE INTRANET INTERNET 0ERSONALISED ALERTS !LERTS TO DETECT CHANGES IN THE LEGAL STATUS OF A PATENT !UTOMATIC REPORTS USING TEMPLATES !BILITY TO EXPORT DATA !BILITY TO CREATE A POLL AND LINK A PATENT TO A POLL !BILITY TO LINK A PATENT TO A FORUM !BILITY TO LINK A PATENT TO AN EVENT IN A SHARED AGENDA -ANAGEMENT OF 4OOL !BILITY TO PUBLISH THE CONTENTS IN THE INTRANET INTERNET 5SERS ACCESS RIGHTS MANAGEMENT -ULTI USER ACCESS AND EDITION !CCESS AND SEARCH INTERFACE CUSTOMISATION -ULTILANGUAGE INTERFACE $OCUMENT COLLECTIONS ACCESS RIGHTS MANAGEMENT 3YSTEM UTILISATION STATISTICS

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!NNEX 1UESTIONNAIRE

4HE QUESTIONNAIRE USED IN THE POLL WAS A FORM CONSISTING OF A TOTAL OF PAGES IN (4-, FORMAT ACCESSIBLE ONLY THROUGH THE INTERNET SEE EXAMPLE SCREENS BELOW

4HE ENTIRE CONTENTS OF THE QUESTIONNAIRE ARE SHOWN BELOW ALTHOUGH THE FORMAT OF THE DOCUMENT IS SLIGHTLY DIFFERENT TO THE ONE WHICH APPEARS IN THE INTERNET

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

0ATENT !NALYSIS 3OFTWARE 0URPOSE 4HIS STUDY SEEKS TO UNDERSTAND THE USAGE OF PATENTS ANALYSIS SOFTWARE 7E ARE PARTICULARLY INTERESTED IN DElNING THE RELEVANCE AND IMPORTANCE OF DIFFERENT METHODS OR TECHNIQUES WITH RESPECT TO YOUR PROFESSION 4HE QUESTIONNAIRE IS DIVIDED IN TWO PARTS 4HE lRST WILL EXPLORE WHAT METHODS OR TECHNIQUES ARE MOST COMMONLY USED 4HE SECOND ONE DISTINGUISHES THE IMPORTANCE OF THE METHODS

$EMOGRAPHIC )NFORMATION

#ONlDENTIALITY 7E ASSURE YOU THAT YOUR IDENTITY AND THAT OF YOUR COMPANY WILL BE TREATED AS STRICTLY CONlDENTIAL 4HE INFORMATION YOU PROVIDE WILL NOT BE SHARED WITH ANY OTHER PERSON AND ALL REFERENCES TO YOUR COMPANY S DATA WILL BE BLINDED IN ANY REPORT RESULTING FROM THIS RESEARCH 0OSITION 2 $ $IRECTOR ,IBRAIAN 4ECHNICIAN /THER PLEASE SPECIFY )NDUSTRY 3ECTOR 0HARMACY 6ETERINARY #HEMICAL 0ETROCHEMICAL !UTOMOTIVE %LECTRONIC -ETAL 0LASTIC -EDICAL %NGINEERING OR -ECHANICAL #OMPUTER /THER PLEASE SPECIFY 9EARS OF %XPERIENCE ?????? )F YOU ARE INTERESTED IN RECEIVING AN EXECUTIVE COPY OF THE FULL STUDY PLEASE lLL THE FOLLOWING INFORMATION .AME 3URNAME E MAIL

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3EARCH

3EARCH IN COMPLEMENTARY TECHNICAL GREY LITERATURE ONLINE DATABASES 3EARCH IN LOCAL INTRANET DATABASES )MPORT PATENT RECORDS FROM OTHER SOFTWARE ,AUNCH SIMULTANEOUS SEARCHES IN MULTIPLE DATABASES 3AVE SEARCH STRATEGIES 3CHEDULE REPETITIVE SEARCHES $OWNLOAD AND INTEGRATE OF PATENT LEGAL STATUS $OWNLOAD AND INTEGRATE OF GRAPHICS $OWNLOAD AND LINK OF PDF DOCUMENTS

. !

!LWAYS

!LMOST EVERY TIME

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3OMETIMES

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3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

&ILTER AND VALUE ADD

!UTOMATIC PATENT DUPLICATE DETECTION AND REMOVAL !UTOMATIC GROUPING OF PATENT FAMILIES !UTOMATIC GENERATION OF lELD INDEXES $ElNITION AND BUILDING OF ADDITIONAL INDEXES 'ROUP AND CLEAN OF INDEX TERMS %VALUATION OF PERTINENCE USER lLLED lELD !NNOTATION OF PATENTS USER lLLED lELD $ElNITION AND EDITION OF PATENT GROUPS ,INK TO OTHER RELATED DOCUMENTS #REATION AND EDITION OF 4AXONOMIES

. !

!LWAYS

!LMOST EVERY TIME

/FTEN

3OMETIMES

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0LEASE RATE THE EXTENT TO WHICH YOU USE THE FOLLOWING METHODS TECHNIQUES TO &),4%2 6!,5% !$$ PATENTS

!NNEXES

,OCAL !NALYSIS AND %XPLOITATION

!UTOMATIC EXTRACTION OF MAIN KEYWORDS FROM PATENTS !UTOMATIC ABSTRACTS !UTOMATIC CLUSTERING OF PATENTS !UTOMATIC CLASSIlCATION OF PATENTS IN PRE DElNED CATEGORIES &ULL TEXT INDEXING SEARCHING 3EMANTIC INDEXING SEARCHING !BILITY TO USE LOCAL DATABASES TO INTEGRATE NEW DATA AND COMPLETE THE PATENT ANALYSIS

. !

!LWAYS

!LMOST EVERY TIME

/FTEN

3OMETIMES

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.OT AT ALL

0LEASE RATE THE EXTENT TO WHICH YOU USE THE FOLLOWING METHODS TECHNIQUES TO !.!,93% %80,/)4 PATENTS

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

'RAPHIC 'ENERATION

#ITE !NALYSIS CITED AND CITING PATENTS IN RELATION TO A KNOWN PATENT 2ANKINGS !NALYSIS OF ONE lELD -ATRIX OR "AR GRAPHS n 4WO lELDS CO OCCURRENCE ANALYSIS .ETWORK RELATIONS ANALYSIS n 4WO lELDS CO OCCURRENCE ANALYSIS 3PACE OR TOPOGRAPHIC REPRESENTATION OF A PATENT COLLECTION n TEXT MINING ANALYSIS

. !

!LWAYS

!LMOST EVERY TIME

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3OMETIMES

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!NNEXES

$ISSEMINATION AND 7ORKGROUP

0UBLISH THE CONTENTS IN THE INTRANET INTERNET #USTOMISED ALERTS !LERTS WITH CHANGES ON THE LEGAL STATUS !UTOMATIC REPORTS USING TEMPLATES %XPORT ALL THE lELDS CSV XML ETC ,INK A PATENT TO A POLL WITH A KEY QUESTION ,INK A PATENT TO A FORUM AND BEGIN A DISCUSSION ,INK A PATENT TO AN EVENT IN A SHARED AGENDA

. !

!LWAYS

!LMOST EVERY TIME

/FTEN

3OMETIMES

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.OT AT ALL

0LEASE RATE THE EXTENT TO WHICH YOU USE THE FOLLOWING METHODS TECHNIQUES TO $)33%-).!4% PATENTS

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

-ANAGEMENT OF 4OOL

-ANAGEMENT OF USERS ACCESS RIGHTS -ANAGEMENT OF $OCUMENT COLLECTIONS ACCESS RIGHTS 3IMULTANEOUS MULTI USER ACCESS AND EDITION #USTOMISATION OF !CCESS AND SEARCH INTERFACE -ULTILANGUAGE INTERFACE 3YSTEM UTILISATION STATISTICS

. !

!LWAYS

!LMOST EVERY TIME

/FTEN

3OMETIMES

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6ERY LITTLE

.OT AT ALL

0LEASE RATE THE EXTENT TO WHICH YOU USE THE FOLLOWING CHARACTERISTICS TO -!.!'% 0ATENT 3/&47!2%

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0LEASE RATE HOW IMPORTANT YOU THINK THE FOLLOWING GROUP OF METHODS TECHNIQUES FOR ANALYZING PATENTS IS ./4% !SSIGN h v TO THE LEAST IMPORTANT GROUP OF METHODS TECHNIQUES AND RATE !,, THE OTHERS GROUPS AGAINST IT )F YOU RATE h v IT MEANS THAT THE GROUP OF METHODS IS EQUAL TO THE GROUP THEY ARE BEING COMPARED AGAINST )F YOU RATE h v THEN IT MEANS THAT THE GROUP OF METHODS IS MORE IMPORTANT THAN THE ONE THEY ARE BEING COMPARED AGAINST )F YOU RATE h v THEN IT MEANS THAT THE GROUP IS MORE IMPORTANT OR TWICE AS IMPORTANT AND IF YOU RATE h v THEN IT IS MORE IMPORTANT OR THREE TIMES AS IMPORTANT AND SO ON

3EARCH &ILTER AND VALUE ADD ,OCAL !NALYSIS AND %XPLOITATION 'RAPHIC GENERATION $ISSEMINATION AND 7ORKGROUP 3OFTWARE -ANAGEMENT

. !

2ELATIVE )MPORTANCE

3OFTWARE FOR 4ECHNOLOGICAL 0ATENT )NTELLIGENCE

#ONCLUSION 4HANK YOU FOR COMPLETING THIS 3URVEY 7E APPRECIATE YOUR INPUT )F YOU HAVE ANY QUESTIONS PLEASE SEND AN E MAIL TO -R !LESSANDRO #OMAI

0H $ #ANDIDATE %3!$% AND DIRECTOR OF THE MAGAZINE 05::,% ALESSANDRO COMAI REVISTA PUZZLE COM

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!NNEX ,IST OF )0 /RGANIZATIONS 7ORLD )NTELLECTUAL 0ROPERTY /RGANIZATION HTTP WWW WIPO ORG 7)0/ /FlCE FOR (ARMONIZATION IN THE )NTERNAL -ARKET /!-)

HTTP OAMI EU INT

)NTERNATIONAL )NTELLECTUAL 0ROPERTY )NSTITUTE ))0)

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%UROPEAN 0ATENT /FlCE %0/

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)NTERNATIONAL &EDERATION OF )NTELLECTUAL 0ROPERTY !TTORNEYS &)#0)

HTTP WWW lCPI ORG

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)NTERAMERICAN !SSOCIATION OF )NDUSTRIAL 0ROPERTY !3)0)

HTTP WWW ASIPI ORG

!MERICAN "AR !SSOCIATION )0 ,AW

HTTP WWW ABANET ORG INTELPROP

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