AI-SDV 2020: Delivering AIM™ Patent Landscapes for Competitive Intelligence – It is much more than a “State of Art Search” or an “Instant Report” Yateen Pargaonkar (Riser IP LLC, USA)

AIMTM Patent Landscapes
- More than a “State of the Art” or an “Instant” patent search report
Yateen Pargaonkar | Riser IP LLC
© 2020 Riser IP, LLC - All Rights Reserved.
mailto:info@riserip.com
October 6th 2020

▪ Accelerated, Intentional, and Multifaceted (AIMTM) patent landscapes enable quality decisions, identify
opportunities and mitigate risk.
▪ AIMTM patent landscapes need qualified people, a defined process, and access as well as expertise in the
usage of advanced patent analytics tools.
o People - Led by qualified patent information professionals (QPIP)
o Defined Process – The process includes broadening searches, and a flawed patent landscape process
with unforced search or analysis errors may lead to exponentially amplified mistakes
o Tools - Technology is the key differentiator for competing effectively in a flat world. Scoring rubrics for
patent analytics IT tools should include both value proposition and value extraction capabilities.
▪ AIMTM patent landscapes begins the process of data-driven decisions. It enables IP strategies based on
evolving portfolio and business needs. Regular updates needed to maintain an evergreen curated dataset
and extract maximum value.
2
Key Messages

Patent Landscape Market
▪ Patently questionable online social media disinformation campaigns and
marketing descriptions
3
FREE Very Expensive
INSTANT 6+ Months
AIMTM Patent Landscapes

4
Defining AIMTM Patent Landscapes
▪ Future leaning, purposeful AIMTM
patent landscapes
▪ ACCELERATED – From 1 day to 4
weeks (avg. 2-3 weeks)
▪ INTENTIONAL - Targeted with a
well-defined scope
▪ MULTIFACETED - Interactive
multifaceted visuals & trends
with review of pertinent patent
data
Landscape Definition:
The product of an intentional future learning patent search
and analysis investigation, driven by a qualified people
(preferably a patent informational professional), involving a
standardized process for analyzing reasonable number of
patent documents in an accelerated time-frame for
improving decision quality.
The selected prior art is analyzed at different levels with
one or more categorization methods with multifaceted
analysis, and presented numerically, graphically, including
coherent inferences, plausible anticipated actions, and
intelligent insights.
Derived from IPO Patent Landscape Survey Report*
Definition

AIMTM Patent Landscape Process
• Intentionally targeted search for both precision and recall aligned within scope.
• Analysis can be divided into four different levels of analysis based on needs
5
*REFERENCE:
Leveraging Patent Landscape Analysis and IP Competitive Intelligence for Competitive Advantage; Yateen
Pargaonkar; - World Patent Information June 2016, pp. 10-20; DOI information: 10.1016/j.wpi.2016.03.004
NEED
People
+
Process
+
Tools
AIMTM patent landscape
(avg.2-3 weeks)
Strategic, multifunctional
and more in-depth
(4-12 weeks)

 Data acquisition, integration, data processing and data harmonization from the best possible source(s)
1) Pre-Search and alignment with intended scope
2) Search, data import and fusion of disparate datasets (as needed)
3) Patent data refining and data clean-up with custom thesaurus
4) Custom tagging/categorization, Custom grouping for POV analysis
➢ Patenting statistics & standard charts
5) List – Who, What, Where, When
6) Matrix – Who/What, Who/Where, What/Where
7) Mapping of Relationships - How
8) Emerging/Disruptive technologies (validated by manual review)
9) Interactive charts/pivot tables/IP dashboards with context (provided by analyst)
➢ Accelerated, intentional & multifaceted (AIMTM) analysis for more customized POV, intelligence & insights
10) Accelerated a & purposeful review of different facets of patent data from interpretation of patent data to
understanding intent and implications – “Why. How, & So What” analysis
AIMTM Patent Landscape Process – 10 Workflow Steps
 Data processing and data
harmonization is the key step (too
often overlooked) or last-mile
patent landscape analysis
© 2020 Riser IP LLC - All Rights Reserved.

▪ Holistic Scoring Rubric for IT tools - Tools + Process + People
o Value Proposition + Value Extraction (Capabilities)
▪ Of concern, many specialized patent data acquisition and
processing tools for patent landscapes are barely disclosed
in the user surveys!
e.g. Vantage Point (Vantage Point - BizInt Smart Chart
Edition or Derwent Data Analyzer), or Orbit Intellixir for
additional data processing and visuals, Linguamatics – I2E
Text Mining & Searching, PatentSight, PatSeer 360 for
qualitative patent quality metrics, Darts-IP for global patent
litigation data, Dolcera PCS/DCS (Patent
Categorization/Data Categorization System) as a patent
intelligence platform and many more…
7
AIMTM Patent Landscape Tools – Scoring Rubric
▪ Technology is the key differentiator and gives competitive advantage during analysis
WIPO Survey

25© 2020 Riser IP, LLC - All Rights Reserved.
Tools - The Devil is in the Details!
▪ Advanced last-mile
patent analysis still
requires detailed
multifaceted patent
tagging and review
▪ Technology
accelerates analysis:
which patents need
review and which
patents to review
first!
▪ It is all about I
(information) in
information
technology (IT)
YEARLY MONTHLY

AIMTM Patent Landscapes –
Competencies
Patent Information
Analytics
Advanced (Skill Level)
Technology
Development &
Business Needs
Proficient (Skill level)
Patent Law/ IP
Management
Proficient (Skill level)
▪ LEAD – Analyst with access and expertise in the usage of patent searching, data
processing and analytics tools
▪ Need collaborative skills and a team with multiple competencies
9
AIMTM Patent Landscape – People First and Foremost!

AIMTM Patent Landscapes, EWS & CTI
10
▪ Generating AIMTM patent landscapes is NOT a one-time activity
▪ Continuous updates to maintain an evergreen curated and
categorized patent dataset from the AIMTM patent landscape is more
helpful as part of an Early warning Systems (EWS) and Competitive
Technology Intelligence (CTI)
▪ AIMTM patent landscapes begins the process of defining IP strategies
and can be used for improving decision quality

AIMTM Patent Landscape Case-Studies
INFORMATION NEEDS (I)
DRIVES USE OF
INFORMATION TECHNOLOGY (IT)
I drives T in IT

AIMTM Patent Landscape - Case-Study 1*
*Asked during Patent Olympiad POP QUIZ #2 2019
USD533331S1
Laceable vampire-shaped
throat choker
New US HALLOWEEN manufacturer needed
interesting vampire related patent assignee
names and US expired patents possibly for
ideas & FTO
(Did not want to be haunted by claims of
patent infringement)

FANGS, VAMPIRES, AND DRACULA
13
Patent Assignees
Bat O Fangst
Vampire Labs
Levitation
Sci
Source:
Dolcera Patent Categorization
System (Dolcera PCS)

Inventor Mr. Donald Nutting’s Vampire Fangs
14
US5547381 dated 1996
FANGS AND APPLICATIONS
THEREOF
USD 551825 S dated 2007
Vampire Fangs Coffin

Coatings/Coated
fragrance & flavor
Coated fragrance
formulations (no
flavor)
Coated fragrance
formulations to
delay activation
• ?
• ?
• ?
• ?
1.Competitors
2.Suppliers/Emerging
3.Specific sub-categories
Examples of fragrance related technologies:
Use (e.g., essential oils, perfumes, deodorants, home or auto care fragrance),
Delayed release, Odor masking, Odor elimination, Formulations, and Packaging Elements)z
Scope of
AIMTM
AIMTM Patent Landscape – Case study 2
▪ Presearch – How will the information be used, by whom and when
Case Study:
Coated
Fragrance & Flavors
patent landscape

Pre-Search
16
Coatings or encapsulations
Delayed release
formulations
Fragrances, deodorants,
and perfumes
Sweetspot
CPG
industry
Competitors
/ Suppliers
Packaging/
container
elements to delay
fragrance release
Outlining Scope and Concepts:

Search Matters! Remember GIGO & TANSTAAFL
17
Aligning scope, quality searches & communication!
▪ High quality reproducible and verifiable searches
- Targeted searches in value-added databases by
professional searcher - both precision and recall
▪ Recommend multiple “smart” smaller searches
using different approaches as opposed to one
large search.
▪ Integrate results from one or more search tools
Coatings or
encapsulations
Delayed
release
formulation
Fragrances,
deodorants, and
perfumes
Sweetspot
CPG
industry
Competitors
/ Suppliers
Packaging/
Container
elements
Search Concepts:

Intentional and Precise Searches
18
▪ Search CAS FORMULATIONS DATABASE on STN for optimal retrieval
New
September
2020!
Source: STN

▪ Patent analyst provides the requisite data processing step (Processing steps include data
clean-up, customized record tagging and custom grouping)
Data Processing Critical
Selected examples of data processing & clean-up in Vantage Point

Quantitative/Qualitative Analysis
20
Patent analyst provides “context” to generate insights! Review of patents needed to answer (after custom
tagging and grouping) to answer “So What?”
Sources: Premium Search Tools (STN), Data processing (Vantage Point), Visuals (Flourish Studio), PatSeer (Quality Scores)
OEM
Competitors
Suppliers
Static?/
Video?
Quantitative Counts Qualitative Counts
Patent Number Patent Assignee
360 Quality
Score
Legal
Score
Citation
Score
Intrinsic
Score
US20080014224A1 COLGATE PALMOLIVE CO 69.540985 71.5 75.23552 53.3
US20080118568A1 PROCTER & GAMBLE CO 67.93437 63.65 77.05971 54.9
US20120238005A1 BASF SE 63.8084 64.5 71.36312 45.6
US20120121737A1 SYMRISE AG 63.44438 59.35 71.893074 51.6
US20110256085A1 SOLVAY SA 61.71894 57.85 71.536545 46.4
US20080095719A1 SYMRISE AG 59.746105 58.75 75.65246 25.7
US20080287538A1 3M CO 58.75686 59.8 61.43746 50.9
US20160338939A1 BASF SE 58.3625 63.9 58.35 48.7
US20110223125A1 SOLVAY SA 57.864548 58.6 57.32122 57.8
US20130129646A1 SYMRISE AG 57.70779 59.35 61.233974 45.9
Redacted
PatSeer Scores

Multifaceted LIST Review
Source: Vantage Point
Common
examples of
multifaceted
lists:
▪ Who?
▪ What?
▪ When
▪ Where?
…
Custom Categories
WHO - Assignees
Priority Years

Multifaceted MATRIX Review
Common
examples of
multifaceted
matrix analysis:
▪ Who-What
▪ Who-When
▪ Who-Where
▪ What-When
▪ What-Where
….
Assignee Inventor
TECHNOLOGY
TITLE TERMS

AIMTM Multifaceted MAP View
23
Common examples
of multifaceted*
maps
▪ Auto-correlation
▪ Cross-correlation
▪ Citations
Dupont/IFF Inventors Auto-correlation Map
– 4 groups of inventors
* (multifaceted detail
windows not shown)

AIMTM IP Dashboards & Early Warning System (EWS)
24
▪ Customized IP dashboard helpful for collaboration and EWS (e.g. Dolcera DCS patent intelligence
platform)
▪ Ease of use is a major driver for adoption – a simple two step process to select and review data!
Dolcera
IP Dashboard
Source:
Dolcera Data
Categorization
System (DCS)
Step 1: Select
WHAT?
WHO
Multifaceted
Matrix View –
Encapsulated
Fragrances
Technology
Categories
(What) &
Assignee (Who)

AIMTM IP Dashboards & Early Warning System (EWS)
25
▪ Ease of use is a major driver for adoption – a simple two step process to review data!
▪ Enables end users to focus on the patent analysis results and just review
Source:
Dolcera Data
Categorization
System (DCS)
Step 2:
Review
FULL-TEXT
FACILITATES COLLABORATION AND DATA REVIEW
Dolcera
IP Dashboard

AIMTM Patent Landscapes - Appropriate Documentation
26
1. Key Messages & Recommendations
2. Analysis – Appropriate Quantitative and Qualitative Innovation Indicators
3. Repository - Curated core data collection in a patent intelligence platform
with updates at regular intervals as part of an EWS
4. Source documentation including pre-defined scope and search strategies.

© Riser IP LLC; All Rights Reserved
▪ US-based patent search and analysis company founded in 2016
▪ Access and expertise in the best tools for our premium VIP clients
▪ Usage of proven patent search and analysis processes
Consider using Riser IP Analysis Services for cost-effective patent landscapes and smarter patent searches!
Riser IP Analysis Services
Right level of patent information to the right person at the right time!
27
Contact: Riser IP LLC
Mailto:info@riserip.com
Website

Questions?
Additional Review
1) Leveraging Patent Landscape Analysis and IP Competitive Intelligence for Competitive
Advantage; Yateen Pargaonkar; - World Patent Information June 2016, pp. 10-20;
DOI information: 10.1016/j.wpi.2016.03.004
2) Minimizing Patent Search Infodemics Online Seminar Materials (With Edlyn Simmons)
3) Patent Trends Disrupted – Increasing Confidence in your Patenting Trends Analysis and
Visualizations (With Edlyn Simmons) – Annual PIUG October 2020

AI-SDV 2020: Delivering AIM™ Patent Landscapes for Competitive Intelligence – It is much more than a “State of Art Search” or an “Instant Report” Yateen Pargaonkar (Riser IP LLC, USA)

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