patent visualisation

Patent visualisation is an application of information visualisation. The number of patents has been increasing,{{Cite web |title=Interactive Charts: Intellectual Property Facts and Figures |url=https://www.wipo.int/en/ipfactsandfigures/patents |access-date=2025-05-23 |website=www.wipo.int |language=en}} encouraging companies to consider intellectual property as a part of their strategy.Kevin G. Rivette, David Kline, "Discovering new value in intellectual property", Harvard Business Review (January–February 2000) Patent visualisation, like patent mapping, is used to quickly view a patent portfolio.

Software dedicated to patent visualisation began to appear in 2000, for example Aureka from Aurigin (now owned by Thomson Reuters).{{Cite web |url=http://thomsonreuters.com/products_services/intellectual_property/ip_products/a-z/aureka/ |title = Thomson Reuters | Aureka | Intellectual Property |archive-url=https://archive.today/20130204105747/http://thomsonreuters.com/products_services/intellectual_property/ip_products/a-z/aureka/ |archive-date=4 February 2013 |url-status=dead}} Many patent and portfolio analytics platforms, such as Questel,{{Cite web|url=https://wiki.piug.org/display/PIUG/Patent+Analysis%2C+Mapping%2C+and+Visualization+Tools|title = Patent Analysis, Mapping, and Visualization Tools - PIUG Space - Global Site}} Patent Forecast, PatSnap, Patentcloud, Relecura, and Patent iNSIGHT Pro,{{cite web|url=http://www.intellogist.com/wiki/Patent_iNSIGHT_Pro|title=Patent iNSIGHT Pro|publisher=|access-date=2014-02-07|archive-url=https://web.archive.org/web/20140221090519/http://www.intellogist.com/wiki/Patent_iNSIGHT_Pro|archive-date=2014-02-21|url-status=dead}} offer options to visualise specific data within patent documents by creating topic maps,[http://www.relecura.com/reports/Relecura_Whitepaper_-_Topic_Maps.pdf Conduct patent portfolio analysis using comparative Topic Maps] priority maps, IP Landscape reports,[http://www.patentinsightpro.com/techreports/1113/Tech%20Insight%20Report%20-%20Graphene.pdf Graphene Technology Insight Report] etc. Software converts patents into infographics or maps, to allow the analyst to "get insight into the data" and draw conclusions.Daniel A Keim et IEEE Computer Society, "Information visualization and visual data mining," IEEE TRANSACTIONS ON VISUALIZATION AND COMPUTER GRAPHICS 8 (2002): 1--8. Also called patinformatics,Anthony J. Trippe, "Patinformatics: Tasks to tools," World Patent Information 25, n°. 3 (September 2003): 211-221. it is the "science of analysing patent information to discover relationships and trends that would be difficult to see when working with patent documents on a one-and-one basis".{{Citation needed|date = January 2016}}

Patents contain structured data (like publication numbers) and unstructured text (like title, abstract, claims and visual info). Structured data are processed by data-mining and unstructured data are processed with text-mining.Laura Ruotsalainen, "Data mining tools for technology and competitive intelligence" VTT Research Notes 2451(October 2008)

Data mining

The main step in processing structured information is data-mining,[http://www.data-mining-software.com/data_mining_history.htm] {{webarchive|url=https://web.archive.org/web/20100612094951/http://www.data-mining-software.com/data_mining_history.htm|date=June 12, 2010}} which emerged in the late 1980s. Data mining involves statistics, artificial intelligence, and machine learning.{{cite web|url=http://www.exforsys.com/tutorials/data-mining/how-data-mining-is-evolving.html|title=How Data Mining is Evolving|publisher=}} Patent data mining extracts information from the structured data of the patent document.Sungjoo Lee, Byungun Yoon, et Yongtae Park, "An approach to discovering new technology opportunities: Keyword-based patent map approach," Technovation 29, n°. 6 (Juin): 481-497. These structured data are bibliographic fields such as location, date or status.

=Structured fields=

class="wikitable"
Structured dataDescriptionBusiness Intelligence use
DataPatents contain identifying data including priority, publication data and the issue date.

  • Priority data regroup priority number assigned for the first application, the corresponding date and priority country.
  • The publication data encompasses the publication number given when the patent is published, 18 months after filling and the publication date.
  • The issue date is the data the patent is granted, usually 3.5 years after filling depending on the patent office.
Crossing dates and locations fields offer a global vision of a technology in time and space.
AssigneePatent assignees are organizations or individuals - the owners of the patent.The field can offer a ranking of the principal actors of the environment, thus allowing us to visualise potential competitors or partners.
InventorInventors develop the invention/patent.Inventors' field combined with the assignee field can create a social network and provide a method to follow field experts.
ClassificationThe classification can regroup inventions with similar technologies. The most commonly used is the International Patent Classification (IPC). However, patent organizations have their own classification; for instance, the European Patent Office has framed the ECLA.Grouping patents by theme offers an overview of the corpus and the potential applications of studied technology.
StatusThe legal status indicates whether an application is filed, approved, or rejected.Patent family and legal status searching is important for litigation and competitive intelligence.

=Advantages=

Data mining allows study of filing patterns of competitors and locates main patent filers within a specific area of technology. This approach can be helpful to monitor competitors' environments, moves and innovation trends and gives a macro view of a technology status.{{cn|date=July 2023}}

Text-mining

=Principle=

Text mining is used to search through unstructured text documents.[http://comminfo.rutgers.edu/~msharp/text_mining.htm] {{webarchive|url=https://web.archive.org/web/20101017010444/http://comminfo.rutgers.edu/~msharp/text_mining.htm|date=October 17, 2010}}{{cite journal| doi=10.1016/j.wpi.2009.05.008 | volume=32 | title=Review of the state-of-the-art in patent information and forthcoming evolutions in intelligent patent informatics | year=2010 | journal=World Patent Information | pages=30–38 | last1 = Bonino | first1 = Dario | last2 = Ciaramella | first2 = Alberto | last3 = Corno | first3 = Fulvio}} This technique is widely used on the Internet, it has had success in bioinformatics and now in the intellectual property environment.Sholom Weiss and al, Text Mining : Predictive Methods for Analyzing Unstructured Information, 1er ed. (Springer 2004).

Text mining is based on a statistical analysis of word recurrence in a corpus.Antoine Blanchard "La cartographie des brevets" La Recherche n°.398 (2006) : 82-83 An algorithm extracts words and expressions from title, summary and claims and gathers them by declension. "And" and "if" are labeled as non-information bearing words and are stored in the stopword list. Stoplists can be specialised in order to create an accurate analysis. Next, the algorithm ranks the words by weight, according to their frequency in the patent's corpus and the document frequency containing this word. The score for each word is calculated using a formula such as:Gerard Salton et Christopher Buckley, "Term-weighting approaches in automatic text retrieval," Information Processing & Management 24, n°. 5 (1988): 513-523.Y Kim, J Suh, et S Park, "Visualization of patent analysis for emerging technology," Expert Systems with Applications 34, no. 3 (4, 2008): 1804–1812.

Weight=\frac{Term\ Frequency}{Document\ Frequency}=\frac{Frequency\ of\ the\ word\ or\ expression\ in\ the\ Text\ Sea}{Number\ of\ documents\ containing\ the\ expression\ or\ word}

A frequently-used word in several documents has less weight than a word used frequently in a few patents. Words under a minimum weight are eliminated, leaving a list of pertinent words or descriptors. Each patent is associated to the descriptors found in the selected document. Further, in the process of clusterisation, these descriptors are used as subsets, in which the patent are regrouped or as tags to place the patents in predetermined categories, for example keywords from International Patent Classifications.

Four text parts can be processed with text-mining :

  • Title
  • Abstract
  • Claim
  • Patent Full-Text

Software offer different combinations but title, abstract and claim are generally the most used, providing a good balance between interferences and relevancy.

=Advantages=

Text-mining can be used to narrow a search or quickly evaluate a patent corpus. For instance, if a query produces irrelevant documents, a multi-level clustering hierarchy identifies them in order to delete them and refine the search. Text-mining can also be used to create internal taxonomies specific to a corpus for possible mapping.{{cn|date=July 2023}}

Visualisations

{{Further|Patent map}}

Allying patent analysis and informatic tools offers an overview of the environment through value-added visualisations. As patents contain structured and unstructured information, visualisations fall in two categories. Structured data can be rendered with data mining in macrothematic maps and statistical analysis. Unstructured information can be shown in like clouds, cluster maps and 2D keyword maps.

=Data mining visualisation=

class="wikitable"
VisualisationPictureDescriptionBusiness Intelligence use
Matrix chartPictureGraphic organizer used to summarize a multidimensional data set in a gridData comparison
Location mapPictureMap with overlaid data values on geographic regions*Spatial patterns

  • Find innovative jurisdictions
Bar chartPictureGraph with rectangular bars proportional to the values that they represent, useful for numerical comparisons.Data evolution
Line graphPictureGraph used to summarize how two parameters are related and how they vary.Data evolution and relationships
Pie chartPictureCircular chart divided into sections, to illustrate proportions.Data comparison
Bubble chartPicture3-axis 2D chart which enables visualization similar to the Magic quadrant chart.*Market maturity
  • Competitive analysis
  • Licensing opportunities
  • =Text mining visualisation=

    class="wikitable"
    VisualisationDescriptionBusiness Intelligence use
    Tree listHierarchy list*Evaluating relevance

    • Taxonomy
    • Concept relationships
    Tag cloudFull text of concepts. The size of each word is determined by its frequency in the corpus*Evaluating relevance
  • More visual than the tree list
  • [http://www.infovis.net/imagenes/T1_N160_A853_Newsmaps.jpg 2D keyword map]{{cite web|url=http://www.infovis.net/printMag.php?num=160&lang=2 |accessdate=April 28, 2017 |url-status=dead |archiveurl=https://web.archive.org/web/20100708040634/http://www.infovis.net/printMag.php?num=160&lang=2 | title=Newsmap|archivedate=July 8, 2010 }}Tomographic map with quantitative representation of relief, usually using contour lines and colors. Distance on map is proportional to the difference between themes.*Landscape vision of thematics
  • Similarity vision with SOM
  • Monitoring competitors
  • 2D hierarchical cluster map with quantitative and qualitative representation of document set association to topic, usually using quantized cells and colors. Size of topic cells may represent patent count per topic relative to overall document set. Density and distribution inside of a topic cell may be proportional to document count relative to association to the topic and strength of association, respectively.*Landscape vision of thematics
  • Monitoring competitors or a technology space
  • Identifying trends in a defined patent set
  • Text is decomposed into logical groupings and sub-groupings, then represented as a navigable hierarchy of those groupings by means of proportionate circle arcs.*Landscape vision of thematics
  • Monitoring a technology space
  • Interactive navigation and granularity
  • =Visualisation for both data-mining and text-mining=

    Mapping visualisations can be used for both text-mining and data-mining results.

    class="wikitable"
    VisualisationPictureDescriptionBusiness Intelligence use
    Tree mapPictureVisualization of hierarchical structures. Each data item, or row in the data set is represented by a rectangle, whose area is proportional to selected parameters.*Landscape vision of hierarchical thematics

    • Position of competitors or technology by thematics
    Network mapPictureIn a network diagram, entities are connected to each other in the form of a node and link diagram.*Relationship visions
  • Monitoring similar competitors or technologies
  • Citation mapPictureIn the citation map, the date of citation is visualized on the x axis and each individual citation takes an entry on the y axis. A strong vertical line indicates the filing date, showing which citations are cited by the patent as opposed to those which cite the patent.*Qualitative and quantitative view of citation history and density

    Uses

    What patent visualisation can highlight:Miyake, M., Mune, Y. and Himeno, K. "Strategic Intellectual Property Portfolio Management: Technology Appraisal by Using the 'Technology Heat Map'", Nomura Research Institute (NRI) Papers, n°. 83, (December 2004).Charles Boulakia [http://sciencecareers.sciencemag.org/career_development/previous_issues/articles/1190/patent_mapping "Patent mapping"] {{Webarchive|url=https://web.archive.org/web/20110313122156/http://sciencecareers.sciencemag.org/career_development/previous_issues/articles/1190/patent_mapping |date=2011-03-13 }}

    • Competitors
    • Partners
    • New innovations
    • Technologic environment descriptionRichard Seymour, "Platinum Group Metals Patent Analysis and Mapping," Platinum Metals Review 52, n°. 4 (10, 2008): 231-240.
    • Networks

    Field application:Susan E Cullen, "Introduction, From acorns to oak trees : how patent audits help innovations reach their full potential" IP Value 2010 - An International Guide for the Boardroom : 26--30

    References