Ric Snead, Presenter Nancy Lee, Moderator

Transcription

1 AurekaKNOW 3: R & D ANALYSIS UNDERSTANDING MARKETS Ric Snead, Presenter Nancy Lee, Moderator

2 AGENDA Quick review of sessions 1 and 2 Common Data Types Analysis Types Efficiency / Visualization Tools Graphics Generation Analysis Geographic distribution Company distribution, tiered approach Publication trends Graphics vs. Matrixes University publication trends Technology evaluations based on IPC Summary 3

3 REVIEW - SESSION 1 BUILDING YOUR SEARCH STRATEGY Simple-Known Technology Terms Cluster PowerBrowser Keywords identified Haptic/Endo Query Development Test search field combinations Fulltext vs Titles/Abstract/Claims Evaluation using Boolean list Union-Subtraction Focused Keyword Derived Document List IPC Ranking IPC Derived Document List Keyword Filtered IPC Identification Forward Citations Forward Citations Derived List 4

4 REVIEW - SESSION 2 DATA CLEANING, DEDUPING Data consistency critical for accurate analysis Assignee Inventor Add columns to enhance analysis Parent assignee Type: Corporate, Inventor, Institute, University Publication Stage Deduplication Avoid multiple counting of country representation Excel pivot table with Document Type, Country Code and Kind Code Review final spreadsheet 5

5 MOST COMMON DATA TYPES Geographic Analysis Publication Country Code Priority Application Country Code Company Analysis Assignee Reformatted and Cleaned Parent Assignee - Defined Type Corp, Inv, Inst, Univ Defined Inventor Analysis Inventor Reformatted and Cleaned Trends Publication/Grant Year Filing Year Years Since Pub/Grant - Calculated 6

6 MOST COMMON DATA TYPES (cont) Technology Evaluation IPC Section (B) Class (B25) SubClass (B25J) Class Group (B25J0009) Subgroup (B25J000916) Citation Counts Cited By Count Citing Count Avg Cites/Year - Calculated 7

7 ANALYSIS TYPES PATENT COUNTS Geographic Market Understanding Count per Country Code Count per Priority Application Country Company Distribution Dealing with large numbers tiered approach Company publications by region Use matrix approach to handle large numbers Assignee type University trends Technology analysis Relative IPCs 8

8 USEFUL TOOLS EFFICENCY / VISUALS Efficient / Convenient EXCEL Data Manipulation ASAP Utilities Screen Capture Applications Reviewed SNAGIT FullShot HyperSnap MadCap 9

9 GRAPHICS GENERATION Dynamic Graphics Pivot Charts with Pivot Table Able to build graphic presentation Difficult to manipulate and copy Static Graphics Copy of PivotTable to new Worksheet Remove links to PivotTable data Paste Special Values Build Charts in New Worksheet Manipulate font, color, size Screen Capture Graphic Copy and paste to report (word) Format image double click picture, layout 10

10 MAKE GRAPHIC STATIC Drag 2 Copy 3 Insert Worksheet 1 Select table 4 Paste Special - Values New worksheet 5 Separate Total 11

11 SCREEN CAPTURE GRAPHIC 6 Chart Wizard Screen Capture Copy 12

12 COPY TO WORD FORMAT PICTURE Paste in Word and format picture 13

13 GEOGRAPHIC DISTRIBUTION PivotTable PivotTable Wizard 14

14 TRENDS IN GEOGRAPHIC DISTRIBUTION PIVOT TABLE AND CHART EVALUATION PivotTable PivotTable Wizard PivotChart 15

15 TRENDS IN GEOGRAPHIC DISTRIBUTION STATIC CHART DEVELOPMENT Chart Wizard Chart Wizard Horizontal Stacked Chart 16

16 GEOGRAPHIC TRENDS FINAL GRAPHIC 17

17 COMPANY DISTRIBUTION TIERED 18

18 TOP ASSIGNEE COUNTRY PUBLICATIONS 19

19 PUBLICATION TRENDS TOP COs PivotChart Too Much Data A better way? 20

20 COPY PIVOT TABLE TO NEW WORKSHEET 21

21 PUBLICATION TRENDS MATRIX WITH EARLY/LATE AND PEAKS Sort ascending sequentially starting with earliest year Early Recent Cell shading 22

22 TIER 2: PATENTS / COMPANY Locate small players with significant IP 23

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24 TECHNOLOGY EVALUATION TOP 8 25

25 TECHNOLOGY ANALYSIS OLD VS NEW Group year spans, and

26 SUMMARY Critical that data is made consistent Enhance analysis with added fields, i.e., parent, type Efficiency programs Graphics generation Analysis Geographic Company Technology 27

27 AurekaKNOW 3: R & D ANALYSIS UNDERSTANDING MARKETS THANK YOU! Ric Snead, Presenter Nancy Lee, Moderator