Patent Application
20060271379
The present invention relates to the analysis of intellectual property information and the provision of reports. In particular the present invention relates to method and apparatus for analysing intellectual property information and generating a report and also to an intellectual property analysis service for analysing intellectual property information and providing a report to a customer.
Intellectual property (IP), namely trade marks, designs, copyrights and patents is an important asset of any company and knowledge about a company's own IP assets as well a its competitors IP is important. IP information can include a vast amount of technological information, legal information, economic information and strategic business information. Analysis of a company's or industry's IP can allow a company to make strategic decisions about their own IP′ product development and commercial opportunities. IP information is available from many sources and can be downloaded over the internet from many different databases. Some sources are available free of charge, others charge by usage and others require subscription. Each source of IP information provides its own user interface and provides results in its own proprietary format. IP searching requires training in order to carry out efficient and accurate searches and such searches only provide the search results as raw data.
There are many IP analysis tools available on the market for analysing IP and generating graphic representations of IP for companies or technical fields. Such analysis tools includes Derwent Analytics (powered by Vantage Point )™ available from Thomson Corporation and Aureka™ (formerly Aurigin) available from Thomson Corporation. The analysis tools overcome the problem of how to usefully utilise search results and enable search results to be analysed to provide graphical representations of the IP data. However, operators still require significant training in order to operate the analysis software. Also, each analysis tool performs certain types of analysis forcing users to require multiple analysis software tools for the performance of a wide variety of analyses. Further, the analysis software is fully automated and it is thus unable to take into account inconsistencies in the IP information, such as the use of multiple name styles for the same company. In addition, these existing tools cannot be customised to a customer's specific requirements, such as the modification of charts or metrics used in the analysis, and do not include expert commentary on the key trends.
US2002/0138465 discloses a system and method for searching for and organising IP information in which a user can customise reports. A user can create and store templates for population during report generation. This is however a system for automated generation of a report without significant expert human analysis input and thus it is limited by the rigidity of the data being processed.
US2004/0083422 discloses a system and method for automatically generating patent analysis reports. The system and method downloads and stores patent data based on user set download and analysis conditions. A user then selects a patent analysis report template, analysis types and display formats and a report is then automatically generated for the user. Once again, this system does not provide for significant human analysis input and it is thus limited by the rigidity of the data being processed.
The present invention is applicable to all aspects of intellectual property, namely trade marks, designs, copyrights and patents.
A first aspect of the present invention provides a method and apparatus for generating an intellectual property analysis report, in which a user input is received comprising, one of: a user selection of one of a plurality of templates defining a plurality of predetermined intellectual property analyses, and user selections of a plurality of predetermined intellectual property analyses; intellectual property data is retrieved from at least one database; said predetermined intellectual property analyses is performed on said retrieved intellectual property data to generate a plurality of sets of analysed data; a partial intellectual property analysis report is generated displaying said sets of analysed intellectual property data as graphics; intellectual property interpretation data giving an interpreter's interpretation of at least one said displayed set of analysed intellectual property data is received; and said intellectual property interpretation data for said at least one displayed set of analysed intellectual property data is included in said partial intellectual property analysis report to generate said intellectual property analysis report.
This aspect of the present invention can be incorporated in the provision of an intellectual property analysis service to a customer by the generation of the intellectual property report and the provision of the report to a customer.
Thus, in this aspect of the present invention, an expert human and/or machine assisted interpretation of one or a number of the displayed set of intellectual property data is input by an interpreter to provide a report which is enriched compared to an automatically generated report to complement the associated patent bibliographic data. The interpretation can comment on trends in the data and can import knowledge external to the data, such as company knowledge or technology knowledge, in the interpretation of the data.
In all aspects of the present invention, graphics can comprise any pictorial form of data presentation such as tables, spreadsheets, graphical text, graphs, maps, scatter plots, or charts such as bar charts, pie charts or spider charts.
In one embodiment, a user can select of one of a plurality of a graphic types for at least one said graphic for use in the generation of said partial intellectual property analysis report. The graphic types can for example be a table, a graph, a map, a pie chart etc.
In one embodiment, a user can input a modifying user input to modify the appearance of at least one graphic after the generation of the partial intellectual property analysis report, and the partial intellectual property analysis report is re generated in dependence upon the modifying user input.
In one embodiment, a user can input a modifying user input to define a modified intellectual property analysis to be performed after the generation of the partial intellectual property analysis report, and the partial intellectual property analysis report is re generated in dependence upon the modifying user input.
In one embodiment, at least one said template includes standard text fields, and identifying text is input in said standard text fields for identifying the subject of at least sections of the intellectual property analysis report.
In one embodiment, said at least one template can provide for form based entry of said intellectual property interpretation data and includes at least one text box associated with at least one respective graphic.
In one embodiment, the retrieved intellectual property data is processed to cleanse the data before analysis.
In one embodiment, the retrieved intellectual property data is processed to add associations between data entries before analysis.
In one embodiment, the intellectual property report includes commercial, business and financial information to enhance the intellectual property data.
In one embodiment, the analysed intellectual property data used in the generated intellectual property report can be provided to the customer with the report to enable the customer to carry out their own further analysis of the data based on the information given in the report.
In one embodiment, said received intellectual property interpretation data further comprises receiving summary intellectual property interpretation data summarising the intellectual property data in said report, and said summary intellectual property interpretation data is included in said partial intellectual property analysis report to generate said intellectual property analysis report.
Another aspect of the present invention provides a method and apparatus for generating an intellectual property analysis report, in which intellectual property data is received from at least one database; the retrieved intellectual property data is processed to cleanse the data and to add associations between data entries before analysis; a user selection of one of a plurality of templates defining a plurality of predetermined intellectual property analyses, or selecting a plurality of predetermined intellectual property analyses is received; said predetermined intellectual property analyses is performed on said processed intellectual property data to generate a plurality of sets of analysed data; and an intellectual property analysis report is generated including said sets of analysed intellectual property data as graphics.
This aspect of the present invention can be incorporated in the provision of an intellectual property analysis service to a customer by the generation of the intellectual property report and the provision of the report to a customer.
Thus, in this aspect of the present invention the quality of the intellectual report is enhanced by the processing of the intellectual property data to cleanse the data by, for example, removing disparate names used for the same legal entity, and to add associations between data entries by, for example, associating data entries for related companies.
Another aspect of the present invention provides a method and apparatus for generating an intellectual property report, in which a user selection of one of a plurality of templates defining a plurality of predetermined intellectual property analyses, or selecting a plurality of predetermined intellectual property analyses is received; intellectual property data is retrieved from at least one database in dependence upon intellectual property data required for the selected intellectual property analyses; said predetermined intellectual property analyses is performed on said retrieved intellectual property data to generate a plurality of sets of analysed data; an intellectual property analysis report is generated including said sets of analysed intellectual property data as graphics; a modifying user input is received to define a modified intellectual property analysis; and the intellectual property analysis report is re generated in dependence upon the modifying user input.
This aspect of the present invention can be incorporated in the provision of an intellectual property analysis service to a customer by the generation of the intellectual property report and the provision of the report to a customer.
Thus, in this aspect of the present invention the report is interactive allowing a user to amend the report after its initial generation so as to be able to include a modified analysis in the report. Thus, if a user does not think that a particular analysis provides a useful result for inclusion in the report, a new or modified analysis report can be used instead.
In one embodiment, a user can select one of a plurality of graphic types for at least one said graphic for use in the generation of said intellectual property report.
Another aspect of the present invention provides a method of providing an intellectual property analysis service to a customer, the method comprising: individually selecting a plurality of predetermined intellectual property analyses and/or a plurality of bespoke intellectual property analyses; retrieving intellectual property data from at least one database in dependence upon intellectual property data required for the selected intellectual property analyses; performing said predetermined intellectual property analyses on said retrieved intellectual property data to generate a plurality of sets of analysed data; generating an intellectual property analysis report including said sets of analysed intellectual property data as graphics; and providing said intellectual property report to said customer.
This aspect of the present invention provides a service for the provision of a bespoke intellectual property report for a customer by the individual selection of intellectual property analyses based upon a customer's business requirements.
In one embodiment, a selection is made to modify the appearance of at least one graphic after the generation of the intellectual property analysis report, and the intellectual property analysis report is re generated in dependence upon the modifying selection.
In one embodiment, a selection is made to define a modified intellectual property analysis to be performed after the generation of the intellectual property analysis report, and the intellectual property analysis report is re generated in dependence upon the modifying selection.
In one embodiment, the retrieved intellectual property data is cleansed before analysis.
Another aspect of the present invention provides a method and apparatus for generating an intellectual property analysis report, in which intellectual property data is retrieved from at least one database; the retrieved intellectual property data is reclassified; said predetermined intellectual property analyses is performed on said retrieved and reclassified intellectual property data to generate a plurality of sets of analysed data; and an intellectual property analysis report is generated including said sets of analysed intellectual property data as graphics.
This aspect of the present invention can be incorporated in the provision of an intellectual property analysis service to a customer by the generation of the intellectual property report and the provision of the report to a customer.
Thus, in this aspect of the present invention the report generated is more useful to a customer because of the use of reclassified data which has been classified into classifications of relevance to the user, for example classifications which are: product dependant, dependant upon corporate structure, or dependant upon a small group of technical field categories.
Another aspect of the present invention provides a method and apparatus for generating an intellectual property analysis report, in which a user input is received defining a report to be generated; first intellectual property data is received from at least one database in dependence upon intellectual property data required for the report; second intellectual property data cited in and/or citing the retrieved intellectual property data is identified; said second intellectual property data is retrieved from at least one database; the second intellectual property data is associated as citation intellectual property data for said first intellectual property data; said first and second intellectual property data is analysed to generate analysed intellectual property data; and an intellectual property analysis report is generated displaying said analysed intellectual property data as graphics.
This aspect of the present invention can be incorporated in the provision of an intellectual property analysis service to a customer by the generation of the intellectual property report and the provision of the report to a customer.
Thus, in this aspect of the present invention provides for the generation of a report including citation information by building citation associations in the data.
Another aspect of the present invention provides a method and apparatus for citation analysis for intellectual property for a customer, in which data for intellectual property owned by a customer is retrieved from at least one database; data for citation intellectual property cited in and/or citing the retrieved intellectual property is retrieved from at least one database, the data including information on the owner of said citation intellectual property; and a semantic analysis of the intellectual property data for the citation intellectual property is performed to determine pertinent intellectual property in said citation intellectual property.
In this aspect of the present invention, the term semantic analysis is intended to encompass semantic analysis and natural language processing.
This aspect of the present invention is a useful tool in numerous business activities, which include for example IP audits, competitor analysis and infringement, merger and acquisition activities, due diligence, justification of patent threats and reviewing patent strategies over time.
This aspect of the present invention can be incorporated in the provision of a service to a customer for identifying potential licensees and/or licensors for intellectual property by generating a report of the identified owners of the pertinent intellectual property as potential licensees and/or licensors.
Thus, in this aspect of the present invention provides the ability to use the intellectual property analysis for the commercial purpose of identifying potential licensees and/or licensors.
Any of the aspects of the invention briefly described above can be used together in any combination.
The present invention encompasses the use of one or a number of networked computers and the use of one or a number of computer programs in order to implement the present invention. The present invention thus encompasses any suitable carrier medium carrying computer readable code for controlling one or a number of computers to carry out the method. The carrier medium can be any suitable carrier medium, such as a signal e.g. an electronic, electrical, optical, microwave, magnetic, electromagnetic, acoustic, or electro-optical signal (including the specific example of a TCP/IP signal carried over a network), or a storage medium such as a floppy disk, optical memory devices and disks (such as Compact Disk (CD) or Digital Versatile Disk (DVD)), magnetic media such as tapes and disks, and solid state memory devices.
The present invention provides a system which is particularly, although not exclusively, applicable as an internal system for IP intelligence report generation service in response to customer requirements. The system enables the service provider to integrate analysis tools and human interpretation input i.e. to integrate automated and human steps. IP specialists carry out the manual steps. The service provision allows the reports to be tailored to the requirements of the customer.
The architecture of a system for use in the provision of an IP report generation service will now be described with reference to
Databases 1 and 2 comprise disparate databases of IP information, which are accessible over the internet 3. The databases can be free public resources or subscription based databases for example and the data held by these databases can be in very different formats. An IP data retrieval system 4 is connected to the internet to access the databases 1 and 2 to retrieve IP data for analysis to generate an IP report. The IP data retrieval system 4 comprises a search application 4a, which enables an operator to define search parameters and to send defined searches to the databases 1 and 2. Such search applications are well known in the art. Interfaced to the search application there is provided an application 4b to export the retrieved IP data in for example an XML (extensible mark-up language) format, tagged format, free text format or CSV format. An import filter 4c is provided to filter the data for input to a database 5. The filtering performed performs a low level cleaning of the data by for example removing duplicate data fields, and stripping out new lines and control codes before the IP data is loaded into the database 5.
A data processor 6 is provided connected to the database 5 to access the IP data stored therein to process it in various ways. The data processor 6 is provided with a user interface 7. In this way a user can use the processor 6 to access the IP data to cleanse the data, generate associations between IP data entries and generally perform any operation on the data to make it ready for use in the generation of an IP report. The data processor 5 can process the IP data to identify citations for citation retrieval as will be described in more detail hereinafter. It can also associate IP data with common parameters such as IP families (e.g. patent families). The process of IP data retrieval and processing will be described in more detail hereinafter with reference to
Although in this embodiment, the database 5 is created by accessing the data at remote databases 1 and 2, the present invention is not limited to the creation of a new database from data at other databases. The present invention encompasses the use of a single original database from which all the IP data required for the IP report generation is already available.
The components of the system for the generation of an IP report using the IP data in the database will now be described. The components for a ‘workbench’ for use by one or a number of users in the generation of an IP report.
A report generation interface 13 allows a user to use a user interface 13a to access a graphic creation module 8. The graphic creation module 8 is connected to the database 5 to retrieve all the IP data required for graphic creation. An analyses library 9 containing a library of analyses algorithms for the different analysis of the IP data in the generation of a graphic for the IP report is provided connected to the graphic creation module 8. A graphic type library 10 containing a library of different graphic type such as a bar chart, a pie chart, a table, a graph, etc is provided connected to the graphic creation module 8. A report generation module 11 is provided to generate IP reports and it is connected to the graphic generation module 8 to access graphics generated by the graphic creation module 8 for inclusion in the IP report. A report template library 12 containing predetermined templates for use in the generation of IP reports is provided connected to the report generation module 11. A report store 14 is connected to the report generation module 11 for storing IP reports during the generation of the report and when finalised. The reports can be output using a report generation device 15. The device 15 can be any output device such as a printer, a display, or a transmission device such as an electronic interface e.g. email or a web page in which the IP report is output electronically. The device 15 can even comprise a memory device such as a floppy disk, CD ROM, or solid-state memory device wherein the IP report is output on the memory device.
The report generation interface 13 also included an interpreter's interface 13b connected to the report generation module 11 to enable a human interpreter to input interpretation data into the report for graphics and as a summary for the report.
The hardware and software environment to implement the system of
The process of IP data retrieval and processing will now be described with reference to
In step S1 a user uses the search application 4a to define and send a search to the databases 1 and 2. IP data is then received from the databases 1 and 2 (step S2). The IP data is filtered (step S3) by the import filter 4c to perform a low-level data cleansing and the IP data is then stored in the database 5 (step S4). At this point, it is determined whether the IP report requires citation IP data i.e. IP data cited in the retrieved IP data records (step S5). If not, in step S6 the IP data undergoes processing by the data processor 6 to cleanse the data and to add associations. A user, using the user interface 7, can perform the cleansing manually. This can include:
The associations to be added can include the parsing of the data to create new elements including:
For this process, the fuzzy logic matching process can be used.
Further associations can be generated for known related legal entities such as related or subsidiary companies.
In step S7, a user can use the user interface 7 to optionally access the IP data and reclassify it in accordance with a limited number of classifications which are of some relevance to the customer of the IP report. For example, reclassification can be based on:
The reclassification requires a user to use the current classification data for the IP data and to add a new classification in one of the limited number of classifications. For patents, the classifications can be technical classifications. The number of classifications typically is between 4 and 6, although any number required by the customer can be used.
The reclassification process can involve manual, automatic and semi-automatic processes. An automated reclassification can use a data mining tool to group sets of data together based on thesauri, key words or phrases, and/or natural language processing of data fields. Manual processes includes an expert review of the claim language, patent to product mapping, and mapping of technology classification to application or use of the patented invention. Semi-automated processes include a technical expert review of clusters or predefined groups of patents, applying customer knowledge to pre-defined lists of classification codes, key terms, etc, and applying corporate structure such as department names to category titles to show a representation of the patent portfolio as it relates to the perception of the customer.
If in step S5 it is determined that citation IP data is required for the IP report generation, the required citation IP data is identified by the data processor 6 (step S8). The citation data can include both forward and backward citations i.e. the IP data cited in the retrieved IP data and other IP data, which cites the retrieved IP data. A search request is thus made by the search application 4a to the databases 1 and 2 for the citation IP data (step S9). The search request can be for the citation IP data cited in the retrieved IP data and for citation IP data that cites the received IP data. The citation IP data is received by the search application 4a (step S10) and it is filtered by the import filter 4c (step S11) before being stored in the database 5 in association with the IP data (step S12). The association associates the citation IP data to the IP data and indicates the direction of citation. The process then moves to step S6 for the cleansing of the IP data and the associated citation IP data before the IP data and the associated citation IP data is reclassified in step S7.
Thus in this way ‘value added’ and commercially relevant IP data is created based on human interpretation.
In the flow chart of
The process of IP report generation will now be described with reference to the flow diagram of
In step S20 a user of the user interface 13a selects a report template or a series of analyses from the report template library 12 for the formation of the IP report. A template will predefine a plurality of analyses to be performed on the IP data in the database 5 and it will define default graphic types for the graphics to display the result of the analyses. The graphic creation module 8 will then perform the analyses using the analyses library 9 and the graphic type library 10. If IP data necessary for the analyses is not present in the database 5 (step S21), and error message is generated to ward the user (step S22). The user can then select to remove the graphic or graphics for which there is insufficient data from the IP report (step S23), in which case a draft IP report will be generated (step S26), or the user can select to abort the report generation (step S24), in which case the IP report is aborted (step S25).
The draft IP report generated so far will include the graphics of the predefined template (or the selected graphics) and some predefined text. The predefined text can either be predefined in the template, and/or it can be entered before the report generation process by the user. An example partial template 40r one page of the report is illustrated in
The user using the user interface 13a is able to modify the draft report in several ways to tailor the report and provide a bespoke IP report. The user can select to add or remove graphics i.e. pages in the IP report (step S27) and then select the graphic to be added or removed and hence the analysis to be carried out or removed (step S28). The draft report is regenerated after each addition (step S26). The user can also select to modify a graphic (step S29). The user can modify the graphic by selecting to change the graphic type based on the types of graphics available in the graphic type library 10 e.g. change the graphic from a pie chart to a bar chart. No new analysis is performed on the IP data. It is simply redisplayed in a different graphic type on the report page. The user can also modify display parameters for the graphics such as scaling, colours, font type and size etc.
An interpreter can use the interpreter's interface 13b to access the draft report and to add interpretation text to the report (step S31). The interpreter can be an IP expert or technology expert who reviews each graphic and uses their knowledge to interpret the graphic so as to be able to make a contribution to the information conveyed by the IP report. The interpreter adds the interpretation data as text in the text box 44 under each graphic in the IP report using a form based input, whereby the interpreter simply selects the text box and enters the text. The interpreter can also add a summary interpretation at the end of the IP report to give an overall summary interpretation of the IP information contained in the IP report.
Once all of the interpretations have been entered in the draft IP report (step S32), the user can perform a final format layout and finalise the IP report (step S33). The report is then generated (step S34). The report can be generated in any known electronic form, such as a word processor document, or an image document such as a PDF document.
The report can include business and financial information which can either be input by the interpreter manually, or can be obtained from data sources automatically and inserted into the report. The report can thus be enhanced with this information.
In addition to the provision of the report to the customer, the analysed data used in the report can be provided to the customer in electronic form e.g. as a spreadsheet to enable the customer to perform their own further analysis on the data based on the information given in the report.
There are many different types of reports that a customer may wish to commission to address specific business needs. The templates provide for a number of standard reports such as a brief report on a company's IP, a detailed report on a company's IP with a more in depth commentary, a brief report on a technology sector showing other companies' IP, and a detailed report on a technology sector showing other companies' IP with a more in depth commentary. The IP report can be a static report or a dynamic report with mark-up links within to allow a customer to access more detail by following links in the report. Also reports can be generated to show IP being handled by professional representatives. A report can also be generated to identify licensing opportunities, whereby the citation data is used in the graphics to illustrate where potential licensees IP has been cited against the customer's IP. The fact that the IP has been cited means that the IP owner is working in the same field and may thus be interested in licensing the customers IP.
For a company report the report can include analysis of IP for authors, geographical origin of IP, IP over time, attorneys, classification or subject area and competitor's IP information.
Although in the above description of IP report generation, a user and an interpreter are described, they can be the same person. Also the interpreter need not be at the same location or be from the same organisation as the user performing the report generations. In this way the interpretation can be outsourced to appropriate experts. Further, the interpretation data can be manually generated or it can be generated with machine assistance.
A more specific non-limiting embodiment of the present invention will now be described in relation to patent report generation.
The main patent data 20 is linked in the database 5 to patent family data 21 identifying other patent records in the same patent family, inventor data 22 for the inventor or inventors, assignee data 23 identifying the assignee to whom the patent has been assigned, attorney data 24 identifying the responsible attorney, IPC and other data 25 identifying the IPC (International Patent Classification) in which the patent has been classified, the UPC data 26 identifies the US patent classification into which the patent has been classified, and the citation data 27 identifies data on patents that have been cited against the patent. The citation data 27 comprises citation assignee data 28 identifying the assignee to whom the cited patent has been assigned, citation attorney data 29 identifying the representative for the cited patent, citation inventor 31 identifying the inventor for the cited patent, and citation other data 30 identifying data such as the citation publication number, priority date, priority number, and application number.
Example graphics generated for patent reports will now be described with reference to FIGS. 8 to 17. The graphics illustrated in FIGS. 8 to 17 are merely examples of the types of graphics that can be generated in accordance with the invention and the invention is not limited to the specific graphics shown.
In another embodiment of the present invention, one of the processes performed on the retrieved IP data and citation IP data by the data processor 6 includes semantic processing or natural language processing (NLP) on the wording in the IP data e.g. patent claims for patents. Semantic processing is well known in the art and commercially available tools such as Autonomy™ or Enginium™ can be used. Semantic processing and NLP assists in the analysis of the IP so that the most relevant IP can be determined. The result of the semantic analysis or NLP in combination with citation analysis identifies IP, which is more likely to be of high relevance to a customer. A customer can use the results of the semantic or NLP analysis on the citation data for a variety of purposes. For example it can be used to identify potential licensees an/or licensors, for competitor analysis, etc.
Although the present invention has been described with reference to specific embodiments, it will be apparent to a skilled person in the art that modifications lie within the spirit and scope of the present invention.
