Tech Commercialisation – Laying the Foundation › media › ms_ru › 20190318ru-tech...Patsnap -...
Transcript of Tech Commercialisation – Laying the Foundation › media › ms_ru › 20190318ru-tech...Patsnap -...
-
Tech Commercialisation – Laying the FoundationBy Kho Su Yian & Loh Mee Lan
-
1. Why Research ?2. Business Databases3. Patent Databases4. Q&A / Feedback
Agenda
-
Why Research?
-
• Understanding – Get the macro view of an industry, the overall trends and major events that shape it.
• Viability – Is it realistic to enter a particular market? What are the possible risks and rewards for particular industries (and in particular countries)?
• Context – What are the benchmarks for performance, revenue and other factors for an industry? (E.g. mobile phone market value is $950m, but home insecticides only $20m). Who are the major companies holding the most market share?
Why Research Industries?
-
Data: Macro to Micro
-
What is SWOT?
Positive Negative
Inte
rnal
Strengths Weaknesses
Exte
rnal
Opportunities Threats
-
Feasibility: Technological, Environmental
Desirability:Social,
Legal/Political
Viability: Economic (Industry)
Sweet Spot
Your solutionThe “sweet spot” of innovation is where your solution is at the convergence of Feasibility, Viabilityand Desirability
Source: https://www.ideou.com/pages/design-thinking
-
Database MatrixDesirability Feasibility Viability
Databases Social Political Technology Environment Economics
ABI/Inform Yes No Yes Limited Yes
BMI Research No Limited Limited Limited Yes
Business Source Premier Yes Limited Limited Yes Yes
Factiva Yes Yes Yes Limited Yes
Frost & Sullivan No No Limited Yes Yes
Gartner No No Yes Yes Yes
Passport Yes Limited No No Yes
Patsnap No No Yes No Yes
-
Quick Question
•Are you familiar with:• FindMore @NUSL
• Find It! @ NUS Libraries in Databases
• Find It ! @ NUS Libraries in Google Scholar
• Proxy Bookmarklet
• Boolean Logic (And, Or, Not)
-
Resources
-
Industry Databases• BMI Research - Provides daily views, reports and strategic content, data and
forecasts on various industries. Also includes a small collection of in-house statistical data (BMI Databases).
• Frost & Sullivan - Has market research on various technical and technology industries. Also provides market drivers and restraints, as well as possible market opportunities.
• Passport - Provides statistics, analysis, reports, surveys and breaking news on consumer product industries, some services, F&B packaging and ingredients. Also contains data and analysis on consumer lifestyles, population trends, and socioeconomic analysis for several countries.
-
Company Databases• Business Source Premier- Contains company profiles and SWOT
analyses of major companies. USA-centric, so coverage outside of USA is not comprehensive.
• ABI/Inform – Snapshots of various companies, SWOT analyses and some risk analyses. Global coverage is better than BSP, but still not comprehensive.
• Factiva – Company Snapshots and reports, listing of peer companies, breaking news of current events.
-
• Find out which companies are involved in similar research by looking at patent assignees.
• Searching for patents is also essential to research, as you do not wish to unknowingly infringe on an active patent.
Company Data: Patents
-
Business Database List
• A lot to take in? Don’t panic, you can read about the databases at your leisure with this handout:
bit.ly/bdb201903• More information on relevant library resources can also be found here:
http://libguides.nus.edu.sg
http://bit.ly/bdb201903
-
Free (or Almost Free) Resources• Blogs and free reports from major
market research companies, e.g.• Economist Intelligence Unit (EIU)
• Euromonitor
• Forrester
• Gartner
• McKinsey
• Mintel
• Government websites can offer free statistics and analyses e.g.
• Enterprise Singapore• Export.gov (USA website but with
international data)• National Library Board E-Resources
(some databases have to be accessed from a designated terminal in Lee Kong Chian Reference Library)
http://www.eiu.com/landing/special_reportshttps://blog.euromonitor.com/https://go.forrester.com/blogs/https://www.gartner.com/marketing/insights/research-previewshttps://www.mckinsey.com/industries/high-tech/our-insightshttps://www.mintel.com/resourceshttps://www.enterprisesg.gov.sg/https://www.export.gov/welcomehttp://eresources.nlb.gov.sg/main/Browse?browseBy=subject&filter=9
-
Demo
-
Library Portal
• Go to www.lib.nus.edu.sg to access the Library Portal
http://www.lib.nus.edu.sg/
-
Tech CommercializationPatents Searching
Loh Mee Lan (Senior Librarian, NUS Libraries)18 Mar 2019
1
-
Patent Searching Introduction to IP & patents
How to read a patent document
How to conduct patent searches in Lens.Org
Introduction to patent analysis Patsnap Insights Patsnap Landscape Maps
Learning Outcomes
2
-
Introduction to Intellectual Property (IP) & Patents
Loh Mee Lan
3
-
Introduction to IP & Patents
4
What are the types of IP found in such products?
Trademarks – apple logo, “Iphone”Registered designs – aesthetic appearance (shape of the phone)Layout design of ICsCopyright (embedded operating system and other software)
Patents – Functional features and is one of several forms of intellectual property (IP)
For more information, go to Patent Libguide (FAQs and Articles section).Photo: Pixabay.com
http://www.wipo.int/trademarks/en/http://www.wipo.int/designs/en/http://www.wipo.int/patents/en/topics/integrated_circuits.htmlhttp://www.wipo.int/copyright/en/activities/software.htmlhttp://www.wipo.int/patents/en/http://libguides.nus.edu.sg/patents
-
How to Read a Patent Document
Loh Mee Lan
5
-
HOW to Read a Patent Document
6
View this patent (US9315403) in Google Patent
References CitedFind related patents, what improvements have been made
Classification Numbers“Patent classification is a system of sorting inventions and their documents into technical fields covering all areas of technology.”
Source : https://worldwide.espacenet.com/help?locale=en_EP&method=handleHelpTopic&topic=ipc
See also Patsnap Libguide on how to search patent classification (http://www.lib.nus.edu.sg/ilp/pat/gui/Patsnap_Classification_Search.pdf)
https://patents.google.com/patent/US9315403?oq=US9315403https://worldwide.espacenet.com/help?locale=en_EP&method=handleHelpTopic&topic=ipchttp://www.lib.nus.edu.sg/ilp/pat/gui/Patsnap_Classification_Search.pdf
-
Claims- Defines the legal boundaries of protection- Often provides a clear description of the invention,
process, etc.- Usually starts with phrases like “I claim”, “We claim”,
What is claimed is”, “The invention claimed is”
Independent Claims“Generally an independent claim is one that does not refer to any other
claim. Some independent claims may refer to other claims….”
Dependent Claims“A dependent claim can depend upon one or more independent claims or one or more dependent claims….”
Source: “Independent And Dependent Claims” http://iposinternational.com/guidelines/construing-specification-claims/guide-to-construction/independent-dependent-claims/ (viewed 27 September 2018)
HOW to Read a Patent Document
US 7,074,391
US 8,666,547
7
http://iposinternational.com/guidelines/construing-specification-claims/guide-to-construction/independent-dependent-claims/
-
Suggestions on how to read a patent effectively:
Front page Title, patent type, publication/grant dates Abstracts
Specifications Background of the invention Summary of the invention
Claims
HOW to Read a Patent Document
Patents Libguide : FAQshttp://libguides.nus.edu.sg/patents
8
http://libguides.nus.edu.sg/patents
-
Patent Searching
Loh Mee Lan
9
-
Patent Searching - Introduction
5W1H – Searching Patents
Why? Hold exclusive right to use the invention for aperiod of time +
When? Every step of the innovation journey *
Where? Databases & Internet Sources (free and NUS Libraries subscribed) – refer Patent Libguide
What? What are you looking for? Purpose of Your Search?
Who? Need help? ILO? NUS Libraries?
How? How to Read a Patent DocumentHow to Search Patents
+ Source: https://www.ipos.gov.sg/understanding-innovation-ip/patent* Source: https://www.patsnap.com/blog/ip-data-supercharge-rd
https://www.ipos.gov.sg/understanding-innovation-ip/patenthttps://www.patsnap.com/blog/ip-data-supercharge-rdhttp://libguides.nus.edu.sg/patentshttps://enterprise.nus.edu.sg/technology-commercialisationhttps://libportal.nus.edu.sg/frontend/indexhttps://www.ipos.gov.sg/understanding-innovation-ip/patenthttps://www.patsnap.com/blog/ip-data-supercharge-rd
-
11
Patents
Business
StatisticsCurrent Affairs
Non Patent Literature
Resources- Patent Searches- Patent Analysis on Technology, Company, etc.
Information on:- Country- Industry- Company - Consumer
Newspapers, Websites, industry reports, etc.
Information on:- Singapore Stats- Other Stats
Books, Journal Articles, Conference Papers, etc. - Findmore@NUSL- Lens.Org
Resources- Engineering- Medical- Science
Types / Sources of
Information to Check
http://libguides.nus.edu.sg/patentshttp://libguides.nus.edu.sg/c.php?g=145559&p=954796http://libguides.nus.edu.sg/findnewspaperhttp://libguides.nus.edu.sg/singaporestatisticshttp://libguides.nus.edu.sg/c.php?g=145718&p=955892http://libguides.nus.edu.sg/findmorehttps://www.lens.org/http://libguides.nus.edu.sg/engineeringhttp://libguides.nus.edu.sg/sb.php?subject_id=32285http://libguides.nus.edu.sg/science
-
Approaches to Searching
12
Scoping Searches e.g. keywords search
- Start broadly…. using Synonyms, Truncations, wildcards variations, - Refine with additional keywords, classification numbers, etc.
Pearl Growing Searches e.g. start from a single document
- Start with a known patent document- Find other patents with patents using
relevant classification numbers, citations analysis, references (including non patent literature), etc.
Classification Search
-
Quick Comparison of 3 Patent Databases
13
Patsnap The Lens Google Patents
Coverage (information from their websites)
Over 130 million patent publications + DocDB (covers nearly 100 jurisdictions)
Over 111 million documents BibliographicDocDB (covers nearly 100 jurisdictions)Full Text and ImagesUS, EP, WIPO PCT, Australia
Over 120 million patent publications from 100+ patent offices
Semantic Search or similar functions
Yes (by publication number or text with at least 2000 characters). Retrieved up to 1000 relevant documents.Document level - “More Like This” Function
No No separate search option
Document level – have “Find Prior Art” or “Similar” Functions
Scholarly Works (foundin patents document) /Non Patent Literature (NPL)
Literature search as separate option at main pageListed but not hyperlinked in patent documents (citations)
Start search either by patents or scholarly works.Scholarly data from PubMed, CrossRef, Microsoft AcademicScholarly works that found in Lens.org are hyperlinked.
Can includes NPL from Google Scholar at searching screenListed but not hyperlinked in patent documents (citations)
Landscape Maps Yes No No
Patent Analysis YesPatsnap - Overview : 7 options e.g. Application Trends, Top Assignee(s) with further subtopicsPatsnap Insights – Company and Technology Dashboards, each with breakdown by subtopics
Yes
Display “Graphical Analysis”: up to 11 options e.g. Top 10 inventors
Yes
Display 3 options: (assignee, inventors, CPCs) e.g. top assignees
-
Patent Searching – Lens.Org
14
What is Lens.Org? (https://www.lens.org/lens/) “The Lens serves global patent and scholarly knowledge as a
public resource to make science- and technology-enabled problem solving more effective, efficient and inclusive”
Free patent database Includes over 111 million documents (bibliographic / full text) Full text documents from US Patents, European Patents, WIPO
Applications, Australian Patents, etc.) and non patent literature (over 195 million scholarly records from PubMed, CrossRef, Microsoft Academic Scholarly)
https://www.lens.org/lens/
-
Patent Searching – Lens.Org
15
https://www.lens.org/
Strengths: Able to find number of cites from patents to scholarly works and vice versa
Lens Video Tutorials (Help Support)
Optional : Sign up for a free Lens.org account (e.g. save records, set alerts)
https://www.lens.org/https://support.lens.org/lens-video-tutorials/
-
How to Search Lens.Org – Document Search
16
• Search A Patent Document
(US9505172) Search Inventor(s)
Identify and search suitable classification codes
Find Citations (Scholarly Works, Cited By or Cites)
-
Patent Searching – Lens.Org
17
Help on:Boolean Operators
Proximity
Search Syntax
Wildcards
Operators Explanation Example
AND 2 keywords must be found in document apple AND orange
OR Either keywords found in document apple OR orange
NOT 1st keyword must be found but exclude 2nd keyword apple NOT orange
" " Keywords within quotation marks must be next to each other in the order specified
"apple juice"
( ) Using parentheses to define search order (apple OR orange) NOT juice
* Replace a string of characters at the end function*
? Replace a single character anywhere within the word Ne?t
~ Proximity Search (similar to N or W or NEAR operators in other databases). Enter ~ followed by a number.In this example, it will retrieve apple pie, apple sweet potato pie, etc.
"apple pie"~2
Field Search Search Specific field (e.g. Title) Field followed by use of “:”Can also use structured search form
title:treatmenttitle:(apple AND orange)full_text:"competitiveadvantage"
https://support.lens.org/help-resources/video-tutorial/boolean-operators/https://support.lens.org/help-resources/video-tutorial/proximity-search/https://support.lens.org/help-resources/basic-help/search-syntax/https://support.lens.org/help-resources/video-tutorial/wildcards/
-
All Fields:(3D printing) OR (Additive Manufacturing) – about 6.5M records
Titles/Abstracts/Claims:(3D printing) OR (Additive Manufacturing) – about 312K records
"3D printing" OR "Additive Manufacturing" – about 37K records
"3D printing"~2 OR "Additive Manufacturing"~2 – about 45K records
Patent Searching – Lens.Org
18
-
How to Search Lens.Org – Topic Search
19
• Topic Search
• Filter/Refine Search
• Patent Analysis
• Cited Works
Title/Abstracts/Claims Search on "3D printing" OR "Additive Manufacturing"
-
How to Search Lens.Org - ORCID
20
• Dr Ge Yu, Julia - orcid.org/0000-0002-0861-2488
For more information on Open Researcher and Contributor ID (ORCID), see ORCID Libguide
Searching by ORCID in Lens.Org
http://orcid.org/0000-0002-0861-2488http://libguides.nus.edu.sg/orcidhttps://www.lens.org/lens/search?q=citing_orcid_works:("0000-0002-0861-2488")&l=en
-
HOW to Search Patents Effectively
21
Beware of "naïve" keyword searches!
"energy-storing
means"
spring "spherical object
with floppy filaments"
Sometimes the applicant
simply doesn't want his
application to be found.
"plurality of balls""fastening means"
Patent jargon is used to
broaden scope of the patent.
nail, screw, rivet ball bearing
toy ball
Source: Intellectual Property Teaching Kit (https://www.epo.org/learning-events/materials/kit/download.html)
https://www.epo.org/learning-events/materials/kit/download.html
-
Patent Analysis
Loh Mee Lan
22
-
Patent Analysis
23
- Broad overview of the technology- Identify trends- Who are the major companies/
institutions
Remember!!Patent analysis forms part of the overall analysis about the market/technology
Combine with business information, current affairs, non patent literature, etc. to get a more accurate view.
Patents
Business Information
Statistical Data
Current Affairs
Non patent literature
-
NUS Libraries Patent Libguide(http://libguides.nus.edu.sg/patents)
Subscribed databases Patsnap Inspec, etc.
Free databases on Internet Google Patents The Lens
PATENTSCOPE, etc.
Patent Analysis
24
http://libguides.nus.edu.sg/patents
-
Access Patsnap via NUS Portal (http://lib.nus.edu.sg)
Patent Analysis - Access Patsnap
25
http://lib.nus.edu.sg/
-
Search for a set of documents
Patent analysis using:- Landscape maps- Patsnap Insights
Patent Analysis - Patsnap
26
-
Help on Patsnap Search Operators, Syntax, etc.
Patent Analysis - Patsnap
28
Go to Search Helper for more tips: Search Syntax Tab; Use of stemming and wildcards
Operator Explanation Example
AND 2 keywords must be found in document apple AND orange
OR Either keywords found in document apple OR orange
NOT 1st keyword must be found but exclude 2nd
keywordapple NOT orange
“ “ Keywords within quotation marks must be next to each other in the order specified
“apple juice”
( ) Using parentheses to define search order (apple OR orange) NOT juice
* Replace a string of characters function*
$Wn Search words within “n” words of each other, in any order
vitamins $W5 nutrients
$WS Search words within SAME sentence vitamins $WS nutrients
http://analytics.patsnap.com.libproxy1.nus.edu.sg/search_helperhttps://www.patsnap.com/blog/stemming-wildcards-enhance-patent-search
-
Patsnap Landscape Maps
Ms Loh Mee Lan
29
-
How the patents are organized:- “patent analysis algorithms to create what is essentially a self-
organising map”- “Similar patents are positioned closer together, and different patents
are spaced further apart”- “the mountains, where patents will be clustered, represent areas of
high activity and the low lying areas represent lower levels of patent activity”
- Clusters based classification codes and semantic analysis of keywords (title/abstracts)
Patent Analysis - Patsnap Landscape Maps
30
Sources: Patsnap Help : Using The Landscape Tool & How are patents assigned to each category in Landscape
https://help.patsnap.com/hc/en-us/articles/115000409785-Using-The-Landscape-Toolhttps://help.patsnap.com/hc/en-us/articles/209459385-How-are-patents-assigned-to-each-category-in-Landscape-
-
Titles/Abstracts"3D printing" OR "Additive Manufacturing"
Additional Help (from Patsnap Website):- Help on Landscaping
How to Access- From Search Results
Sets- Workspace
Patent Analysis - Patsnap Landscape Maps
31
https://help-patsnap-com.libproxy1.nus.edu.sg/hc/en-us/sections/201920775-Landscape
-
Patent Analysis - Patsnap Landscape Maps
32
See the “forests” (big picture/overview)
Landscape maps based on the set of documents retrieved
Is accurate as of today (legal status will change, new patents are published, etc.)
Lastly…. Store your relevant patents in workspace Set up alerts to keep updated……
-
Patsnap Insights
Loh Mee Lan
33
-
Patsnap InsightsPatsnap Insights provides business intelligence information. You can assess opportunities andthreats, find valuable information, about the company or technology, etc. The data is based on information extracted from Patsnap database.
2 Types of Dashboards- Technology- Company
How to Access- From Search Results Sets (Patsnap)- Workspace (Patsnap)- Direct from NUS Libraries Portal
Patent Analysis - Patsnap Insights
34
-
Patent Analysis - Patsnap Insights
Titles/Abstracts"3D printing" OR "Additive Manufacturing"
Patsnap Insights
Additional Help- Quick guide on finding company
information- Quick guide on finding
technology information
Patsnap Website- Additional Help on Patsnap Insights
35
http://www.lib.nus.edu.sg/ilp/pat/gui/Patsnap_Insights_Company.pdfhttp://www.lib.nus.edu.sg/ilp/pat/gui/Patsnap_Insights_Technology.pdfhttps://help-patsnap-com.libproxy1.nus.edu.sg/hc/en-us/sections/201671335-Insights
-
Additional Search Tips
Ms Loh Mee Lan
37
-
Can’t View Full Text Articles?
-Try apply Library Proxy Bookmarklet to see if NUS Libraries has the online version of the article. NUS staff/students may be able to access full text article.
We may also have the print copy of the journal in our library.
Additional Tips – Lens.Org
38
You may be asked to purchased the article.
Apply NUS Libraries Proxy Bookmarketand get full text
http://libguides.nus.edu.sg/proxybookmarklet
-
You may also be interested to view the powerpoint slides from other Researcher Unbound Workshops
Introduction to Intellectual Property (IP) & Patents (13 March 2019) Dr Grace Wee (ILO, NUS) shared on brief introduction to IP Ms Loh Mee Lan (NUS Libraries) shared about basic searching in
Patsnap The Importance of Intellectual Property (IP) to Your Research (24
October 2018) Mr Daniel Poh (Partner & Patent Attorney from Marks & Clarks share about IP and its
relevance to research and about the Patent System)
Additional Search Tips
39
https://libportal.nus.edu.sg/media/ms_ru/20190313ru-intellectualproperty.pdfhttps://libportal.nus.edu.sg/media/ms_ru/20181024ru-intellectualpropertypart2.pdf
-
Need help on searching Patsnap?
Go to Patent Libguide : Databases
Patsnap Online Help
Additional Search Tips
40
http://libguides.nus.edu.sg/c.php?g=145610&p=954535https://help-patsnap-com.libproxy1.nus.edu.sg/hc/en-us
-
Additional Search Tips
41
Refer to NUS Libaries Patent Libguide
- FAQs and articles on IP and patents- Powerpoint presentations on other
sessions conducted by NUS Libraries- Quick Guides to Searching Patsnap
and Patsnap Insights- Access to other subscribed and free
patent related databases- Etc…
http://libguides.nus.edu.sg/patents
http://libguides.nus.edu.sg/patents
-
HAVE A MINUTE? HELP US IMPROVE
j.mp/RUfeedback1
http://j.mp/RUfeedback1
PatTut_20190318RUbiz18Mar2019Slide Number 1Slide Number 2Slide Number 3Slide Number 4Slide Number 5Slide Number 6Slide Number 7Slide Number 8Slide Number 9Slide Number 10Slide Number 11Slide Number 12Slide Number 13Slide Number 14Slide Number 15Slide Number 16Slide Number 17Slide Number 18