What is the quality export report, the methodology, how to create it and how to interpret it
What is the Quality Export report?
The Quality export report is ideal if you are dealing with a large portfolio and need a recommendation of which patent families you should focus on first. This report provides you with a suggested ranking which is based on what represents value to you and how you score three key factors: Age, Citations and Geography.
An example use case may be that you are pruning or reviewing a portfolio, and wish to sort patent families based on any of these three factors.
The Methodology of the report
The default values of these factors are balanced at 0.5. You can choose to place value on:
Age: young (0), balanced (0.5) or old patents (1.0)
Citations: the weight applied to the citations score in the report (forward citations)
Geography: the weight applied to the geography score in the report (narrow or wide geographical coverage)
The weight controls drop down, shown beside each factor, decides how much each factor is used in the final score.
If any of the weights are set to zero, then that factor is ignored.
The summary tab provides you with a suggested ranking of the top 20 patent families from the whole of the portfolio.
The families tab provides you with a detailed view of all families in your report, allowing you to filter very easily by your fields of interest, one of which is score which is given to the family based on your selected criteria.
How to create the Quality export report
1. Click 'Start' to create a new report
2. Using the organisation search, boolean search or patent upload functionality, add portfolios into the report
3. When you're happy with your selection, click 'done'. From here you can name your report and select clustering
4. After running the report, click the 'download' icon in the top left hand corner of your report (below). Then click the 'Cipher Quality' option to begin your excel download.
Handy Hint: The quality report is useful when looking to compare a list of patent families. If you wish to compare more than one portfolio looking in more detail of ranking against competitors as a measure of IP, this is something that we may be able to assist you with.
How to interpret the Quality export report
The report is an Excel download containing 2 main tabs: Summary and Families.
Summary
This tab provides you with a suggested ranking of the top 20 patent families from the whole of the portfolio.
The ranking is based on what represents value to you and how you score 3 key factors: Age, Citations and Geography. The default values are balanced at 0.5 as displayed at the top of this tab.
You can choose to place value on:
Age: young (0), balanced (0.5) or old patents (1.0)
Citations: the weight applied to the citations score in the report (number of forward citations)
Geography: the weight applied to the geography score in the report (narrow or wide geographical coverage)
The weight controls how much each factor is used in the final score.
If Citations and Geography are equal (i.e. 0.5 for both citations and geography) then the score places equal emphasis on the two factors.
If one is double the other (i.e. 0.5 for citations, and 1 for Geography) then Geography will count twice as much i.e you're saying that Geography is twice as important to the final score.
If either of the weights is zero, then that factor is ignored. Clicking on the red 'View' hyperlink will take you the family view in Cipher.
Families
This tab provides you with a detailed view of families in your report allowing you to filter very easily by your fields of interest.
This table looks at key family data such as: portfolio, status, age, number of citations and protected territories.
There is also an additional valuable perspective through the following:
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Age - age in years
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Citations - number of forward citations
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Citations corrected - a calculation that normalises the citations score in proportion to the age of the family, and technology. It’s the ratio of citations to that family, compared to a typical family in that technology and of that age.
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Country score - this is given to the country, and is based on the GDP of the country for example, US + China is worth more than UK + Spain. In addition to this, live applications score half when compared to a grant.
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Score - this is given to the family based on the selected criteria
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Rank - this positions the families based on the score, making it easy to select the top 10 for example
Need help? Request support and we'll connect you with a Cipher expert.