Six reasons why analytics is crucial
IPlytics offers various analytical tools and metrics that help organizations understand the competitive landscape, identify potential risks and opportunities, and make informed decisions related to their IP strategy.
What is the Dashboard Hub?
The "Dashboard Hub" on the IPlytics Platform is a versatile feature designed to provide users with a comprehensive overview of patent portfolios, tailored to specific companies or technologies. This hub allows users to create customized dashboards that offer detailed insights into declared and undeclared patents, supporting strategic decision-making and competitive analysis.
You can access the Dashboard hub in your navigation top bar:
In the Dashboard Overview, users have the option to create a dashboard based on "Company" or "Technology."
The Company tab enables users to focus on a single company or compare multiple companies. This feature is particularly useful for analyzing patent portfolios, as it allows users to run dashboards on declared patents and include potentially relevant undeclared patents. The company dashboard provides a general patent and SEP overview, along with an essentiality overview that displays different essentiality rates, offering a nuanced understanding of a company's patent landscape.
Here you can see the example dashboard of the general patent and SEP information of Huawei:
Here you can see the example dashboard of the 'Essentiality' tab of Huawei below:
Alternatively, the Technology dashboard allows users to explore patent data based on "Technology Generation," "Technology Standard," "Standard Document ID," or "Industry Sector." This flexibility ensures that users can tailor their analysis to specific technological areas of interest. Similar to the company dashboard, users can include undeclared patents to gain a more comprehensive view of the technology landscape.
You can see the Technology Dashboard for the 5G search below:
Each dashboard is designed to provide a wealth of information with just one click, offering users quick access to various aspects of the dedicated patent portfolios. This streamlined approach ensures that users can efficiently gather insights and make informed decisions based on the most relevant data.
Six reasons why analytics is crucial
1. Competitive intelligence: Analytics allows companies to analyse their competitors' patent portfolios, track their filing activities, and assess the strength and value of their IP assets.
2. Technology landscaping: By analysing patent data, organizations can identify emerging technologies, monitor trends, and uncover potential areas for innovation or investment.
3. Patent valuation: IPlytics provides metrics and analytical tools to evaluate the quality, essentiality, and potential value of patents, which can inform licensing negotiations, acquisitions, or divestments.
4. Risk assessment: Analytics helps organizations identify potential infringement risks, monitor competitors' patent activities, and develop strategies to mitigate legal and financial risks.
5. Portfolio optimization: By analysing their patent portfolios, companies can identify gaps, redundancies, or areas for strategic focus, enabling them to optimize their IP assets and align them with their business objectives.
6. Standards and patent pools: IPlytics offers analytics related to standard-essential patents (SEPs) and patent pools, helping companies understand their positioning and leverage within specific technical standards.
Overall, the analytical capabilities of IPlytics provide valuable data-driven insights that enable organizations to make informed decisions, stay competitive, and effectively manage their intellectual property assets.
Dashboard Hub Walk Through
Under the Dashboard Hub, you can create a a Company Comparison under the subtab of 'Company'.
Once you've created your company comparison in your dashboard, you can then 'pin' this under your Home page. This option is shown in the top right of your Dashboard:
The dashboard that is created under General or Essentiality provides you with the first insights.
Overview
Under the Essentiality tab, you're provided with an overview of the Essentiality prediction or the Semantic Essentiality Scores under the various distributions.
The 'Portfolio Comparison Dashboard' gives you the preference for a Light or Dark Theme
here:
Every Graph gives you the possibility to save and export to a PDF. This is located here:
Under Search you can create analytics and Graphs under Patents, SEPs, Standards and Companies.
Under every Graph you have the following options when you select the 3 dots:
- Save Image
- Export to csv
- Export to Excel
- Chart Info
General Tab
Patent family portfolio tile
This tile shows the number of patent families in the portfolio. The share of transferred vs patent families without any recorded transfer events indicates a very high-level strategic direction within the general patent portfolio.
Please note that when clicking through for the collection of patent families without records of transfer events, IPlytics' family reduction logic leads to more families retrieved than are displayed in the tile. The reduction logic means that IPlytics searches all families which have at
least one member that falls into the respective category, using the classic search capabilities when you click through from the dashboard tile. The number displayed in the tile avoids the family reduction logic and shows the true number of families without records of transfer events.
SEP family portfolio
This tile shows the number of SEP families in the portfolio you have searched. The share of transferred SEP patent families indicates a high-level strategy within the SEP portfolio specifically.
Please note that when clicking through for the collection of SEP families without records of transfer events, IPlytics' family reduction logic leads to more families retrieved than are displayed in the tile. The reduction logic means that IPlytics searches all families which have at least one member that falls into the respective category, using the classic search capabilities when you click through from the dashboard tile. The number displayed in the tile avoids the family reduction logic and shows the true number of families without records of transfer events.
Patents status distribution tile
The patent status distribution highlights the validity of the patent families within the portfolio.
Applications are characterized by none of the family members being granted but at least one of them being active.
Granted in force patents are characterized by at least one of the family members being granted and active.
Expired (Granted) are families where at least one family member is granted, but none are active.
Expired (Failed Application) are families where all members are neither granted nor active.
Please note that when clicking through for the collection of expired (granted) and expired (failed application) patent families, IPlytics' family reduction logic leads to more families than are displayed in the tile. The reduction logic means that IPlytics searches all families which have at least one member that falls into the respective category. The number in the tile avoids the family reduction logic and shows the true number of expired patents.
SEP status distribution tile
The SEP status distribution highlights the validity of the SEP families within the portfolio.
Applications are characterized by none of the family members being granted but at least one of them being active.
Granted in force patents are characterized by at least one of the family members being granted and active.
Expired (Granted) are families where at least one family member is granted, but none are active.
Expired (Failed Application) are families where all members are neither granted nor active.
Please note that when clicking through for the collection of expired (granted) and expired (failed application) SEP families, IPlytics' family reduction logic leads to more families than are displayed in the tile. The reduction logic means that IPlytics searches all families which have at
least one member that falls into the respective category. The number in the tile avoids the family reduction logic and therefore shows the true number of expired patents.
Indicators tile
Indicators offer a high levelhigh-level overview of the average strengths and weaknesses for both the overall patent portfolio as well as the SEP portfolio.
For documentation on the individual indicators and the underlying calculation, please consult IPlytics' general documentation on indicators (you can find this in the Help and Support section in the user menu)
The indicators displayed here are calculated by using the average value of the indicators belonging to the representative document for every family.
Expiry timeline tile
The expiry timeline shows you an outlook of the patent families which are expected to expire per future year. The expiry year is identified by the patent document representing the family.
Please note that when clicking through for the collection of expiring SEP families for a particular year, IPlytics' family reduction logic leads to more families than are displayed in the tile. The reduction logic means that IPlytics searches all families which have at least one member whose estimated expiry date falls into the respective year, thereby double counting families which have members expiring in different years. The numbers displayed in the tile avoid the family reduction logic and therefore show the true number of expiring patents.
Top Technology Generation tile
This tile shows the SEP portfolio sliced by different selectable technology based criteria.
Technology Generation counts all SEP families that are declared or identified as essential for the respective technology generation. The technology generation is assigned to the SEP family by a proprietary mapping logic based on the standard document id that the declaration refers to.
Handy Hint: In the screenshot below you can see 6,360 SEPs in 5G for Organization X. These are not 5G only SEPs. Those SEPs can also be declared as standard essential in other generations.
Top Technology Standard tile
Technology Standard counts all SEP families that are declared or identified as essential for the respective technology standard. The technology standard is assigned to the SEP family by proprietary mapping logic based on the standard document id that the declaration refers to.
Top Industry Field tile
Industry Field counts all SEP families that are declared or identified as essential for the respective industry field. The industry field is assigned to the SEP family based on the patent classification data that the declared patent refers to.
Committee groups tile
Committee Group counts all SEP families that are declared or identified as essential for a standard document handled by the respective committee group. The committee group is assigned to the SEP based on data present in the declaration document.
Top Standard Document ID tile
Standard Document counts all SEP families that are declared or identified as essential for the respective standard document. The standard document is identified by the standard document that the declaration refers to.
Releases tile
Releases counts all SEP families that are declared or identified as essential for the respective standard releases. The standard release is assigned to the SEP family based on the data present in the declaration.
Note that SEP families are counted for each of the relevant bars separately, in cases where the SEP family is relevant for more than one of the technologies that the chart is slicing the data by. This means that some of the families are double counted in order to represent the weight of every technology within the SEP portfolio correctly.
Essentiality Tab
SEP families in the patent portfolio tile
Under Essentiality Score you have the SEP families in the patent portfolio Sep Families in the patent portfolio.
The SEP portfolio overview highlights the prevalence of SEP families within the overall patent portfolio, by weighting the overall size of the SEP family portfolio against the overall size of the patent family portfolio.
SEP family types tile
This type of overview takes a closer look at the SEP portfolio and identifies the various origins of the SEP families.
Declaration: At least one member of the patent family was declared essential to at least one technical standard. The is a public record of this declaration, which is linked to the company making the declaration.
Pooled: At least one member of the patent family is present on a patent list issued by the pool provider. Patent lists are often issued as samples of the complete set of patents licensed under the respective pool license, so there may be patents included under a patent pool license that have no public record of being pooled. They don not contribute to this collection.
Undeclared: IPlytics identifies potentially essential patents using AI Classifications amongst others for some selected standardized technologies, with a focus of bringing transparency to traditionally undeclared spaces. These patents are only taken into account in the dashboard, if the option to include relevant patents is checked at the time of the dashboard creation.
Currently the undeclared patents cover the following technology spaces:
- Qi Standard (Qi1)
- AVC (H.264)
- HEVC (H.265)
- VVC (H.266)
- Wi-Fi (Wi-Fi 4, Wi-Fi 5, Wi-Fi 6)
Note that some families have members in more than one category – these are shown as combined categories.
When clicking through some categories, you may find the number of SEPs retrieved by this search is bigger than the number shown in the dashboard tile. IPlytics’ family reduction logic means that in search, IPlytics retrieves every family of which at least one member is of the selected type, which includes SEP families of mixed types. The tile on the dashboard avoids family reduction and shows mixed type SEP families as a separate category.
Distribution of essentiality predictions tile
The overall distribution of essentiality prediction categorizes the likelihood of the SEP families of the SEP portfolio being truly essential.
The underlying score measures the semantic similarity between the claims of the patent and the sections of the standard that the patent was declared essential for. It then uses the highest score achieved within each family member and the entire family to represent the family score.
The thresholds are defined based on the underlying technology and correlation tests run on sets of proved essential patents and disproven essential patents. Due to either under-declaration or over-declaration in the different technology spaces, the actual score thresholds vary by technology and are manually defined based on aforementioned tests and knowledge of the technology space.
High Semantic Essentiality Score means that there is a high likelihood of the families counted in this category being truly essential.
Medium Semantic Essentiality Score means that there is a medium likelihood of the families counted in this category being truly essential. Some of the families in this category may be partially essential.
Low Semantic Essentiality Score means that there is a low likelihood of the families counted in this category being truly essential.
Note that not all SEPs in the IPlytics SEP collection can be scored. To find out more about the SES score itself, please consult the Help and Support section in the user menu.
Furthermore, you may notice that when you click on one of the bars in the chart to access the underlying SEP families, the numbers you see there are higher than the numbers recorded in the dashboard chart. The family reduction logic applied in the IPlytics Application Search means that IPlytics searches all families which have at least one member that falls into the respective category. The number in the tile avoids the family reduction logic and therefore shows the true number of SEP families in the respective category.
In the graph for the 'Distribution of Essentiality Predictions', you have the following visualization options:
- By Technology Generation
- By Technology Standard
-
By Standard Document Id (Normalized)
- By Industry Field
- By Releases:
- By Committee Groups:
Essentiality over time tile
Essentiality over time shows the development of the predicted essentiality of SEP families in the portfolio over time. The chart can be used to evaluate the success over time in filing patents that are truly essential to standardized technologies.
The underlying score measures the semantic similarity between the claims of the patent and the sections of the standard that the patent was declared essential for. It then uses the highest score achieved within each family member and the entire family to represent the family score.
The thresholds are defined based on the underlying technology and correlation tests run on sets of proved essential patents and disproven essential patents. Due to either under-declaration or over-declaration being present in the different technology spaces, the actual score thresholds vary by technology and are manually defined based on aforementioned tests and knowledge of the technology space.
High Semantic Essentiality Score means that there is a high likelihood of the families counted in this category being truly essential.
Medium Semantic Essentiality Score meant that there is a medium likelihood of the families counted in this category being truly essential. Some of the families in this category may be partially essential.
Low Semantic Essentiality Score means that there is a low likelihood of the families counted in this category being truly essential.
Note that not all SEPs in the IPlytics SEP collection can be scored. To find out more about the SES score itself, please consult the Help and Support section in the user menu.
Furthermore, you may notice that when you click on one of the chart data points to access the underlying SEP families, the numbers you see there are higher than the numbers recorded in the dashboard chart. The family reduction logic applied in the IPlytics Application Search means that IPlytics searches all families which have at least one member that falls into the respective category. The number in the tile avoids the family reduction logic and therefore shows the true number of SEP families in the respective category.
The graph for essentiality over time offers you the following options:
- Publication Year
- Expiration Year
- Priority Year Earliest
- By Publication Year
- By Expiration Year
- By Priority Year Earliest
Top scoring families tile
This tile shows you the SEP families predicted to have the highest likelihood of being truly essential within the SEP portfolio, sorted by the number value of the prediction value. You can view the details of the SEP family, including the claim and sections identified as being most semantically similar, by clicking on the arrow.
The underlying prediction score measures the semantic similarity between the claims of the patent and the sections of the standard that the patent was declared essential for. It then uses the highest score achieved within each family member and the entire family to represent the family score.
The thresholds are defined based on the underlying technology and correlation tests run on sets of proven essential patents and disproven essential patents. Due to either under-declaration or over-declaration being present in the different technology spaces, the actual score thresholds vary by technology and are manually defined based on aforementioned tests and knowledge of the technology space.
High Semantic Essentiality Score means that there is a high likelihood of the families counted in this category being truly essential.
Medium Semantic Essentiality Score meant that there is a medium likelihood of the families counted in this category being truly essential. Some of the families in this category may be partially essential.
Low Semantic Essentiality Score means that there is a low likelihood of the families counted in this category being truly essential.
Note that not all SEPs in the IPlytics SEP collection can be scored. To find out more about the SES score itself, please consult the Help and Support section in the user menu.
Portfolio Essentiality over time tile (cumulative)
This chart offers you the following options:
- Publication Year
- Expiration Year
- Priority Year Earliest
- By Publication Year
- By Expiration Year
- By Priority Year Earliest
This chart shows you the cumulative weight of SEPs falling into the respective prediction score categories developing over time. It counts the total size of the SEP portfolio by year, split by the prediction score categories, and gives you a feel for overall success rate development of filing patents that are truly essential.
The underlying prediction score measures the semantic similarity between the claims of the patent and the sections of the standard that the patent was declared essential for. It then uses the highest score achieved within each family member and the entire family to represent the family score.
The thresholds are defined based on the underlying technology and correlation tests run on sets of proven essential patents and disproven essential patents. Due to either under-declaration or over-declaration being present in the different technology spaces, the actual score thresholds vary by technology and are manually defined based on aforementioned tests and knowledge of the technology space.
High Semantic Essentiality Score means that there is a high likelihood of the families counted in this category being truly essential.
Medium Semantic Essentiality Score meant that there is a medium likelihood of the families counted in this category being truly essential. Some of the families in this category may be partially essential.
Low Semantic Essentiality Score means that there is a low likelihood of the families counted in this category being truly essential.
Note that not all SEPs in the IPlytics SEP collection can be scored. To find out more about the SES score itself, please consult the Help and Support section in the user menu.
Furthermore, you may notice that when you click on one of the chart data points to access the underlying SEP families, the numbers you see there are higher than the numbers recorded in the dashboard chart. The family reduction logic applied in the IPlytics Application Search means that IPlytics searches all families which have at least one member that falls into the respective category. The number in the tile avoids the family reduction logic and therefore shows the true number of SEP families in the respective category.
Drilldown from Dashboard View
Is it possible to drill down to specific events such as Expired (Failed applications)?
It is possible to drill down from the Dashboard View charts and metrics for further insights. Simply click the metric or data point that you'd like to review further, such as the pie chart slice, or text in the chart, and a new tab will open to display the 'Search Data' section.
Here we clicked the 'Expired (failed application) data' in the SEPs Status Distribution Pie Chart. If the relevant column does not then show in the 'Search Data' view, simply click the 'Show/Hide Columns' button in the top right to add it in:
Handy Hint: IPLytics counts on a document level. The 'Expired Applications' shown in the Search Data section may be active families, but that specific document has expired. In the example above, it is Oppo‘s WO documents that have expired.
Is it possible to drill down to see information on acquired patents/SEPs?
It is possible to drilldown to the acquired patents/ SEPs by clicking at the number in the relevant chart.
A new tab will be opened that shows the Search Data section with the information on the acquired patents/ SEPs. If the relevant column does not then show in the 'Search Data' view, simply click the 'Show/Hide Columns' button in the top right to add it in: