frédéric caillaud, head of innovation, inpi · 14th & 15th june 2018 the world conference on...
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14th & 15th June 2018 The World Conference on Intellectual Capital for Communities
- 14th Edition -
Safe and Ethical Cyberspace, digital assets and risks:
How to assess the intangible impacts of a growing phenomenon?
The World Conference on Intellectual Capital for Communities
UNESCO, June 14&15 2018
Patents : Towards a suitable quantitative and qualitative measurement of an intangible ?
Frédéric Caillaud, head of Innovation, INPI
14th & 15th June 2018 The World Conference on Intellectual Capital for Communities
- 14th Edition -
Towards a suitable quantitative and qualitative measurementof patents ?
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Portfolio of patents Mapping
One by one Set of patents
Qualitative
Quantitative
14th & 15th June 2018 The World Conference on Intellectual Capital for Communities
- 14th Edition -
Visualisation of patent Big data
Landscape Mapping
ClarivateAnalytics
14th & 15th June 2018 The World Conference on Intellectual Capital for Communities
- 14th Edition -
A game of go with a few millions of players
14th & 15th June 2018 The World Conference on Intellectual Capital for Communities
- 14th Edition -
Measurement of the quality of a portfolio of patents
• Appraisal by IP experts• Long, very costly and subjective
• Predictive indicators• Public information
• Competitors point of views
• 3 sets of indicators
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Market
legalTechnical
14th & 15th June 2018 The World Conference on Intellectual Capital for Communities
- 14th Edition -
Calculation of Predictive indicators
Reference set of
patents Sample ranking
Value
Portfolio10% 50% IP
High
Low
Two steps process :- Selection of COMPARABLE sets of patents - Select predictive validated indicators according to final use (OECD)
No black box based on a complex algorithm, Must be robust and understandable by IP practionners
Comparison
14th & 15th June 2018 The World Conference on Intellectual Capital for Communities
- 14th Edition -
Analysis of the technical quality of patents
Technical impact• % of cited families
• Forward citations
• Average number of citation
(sector vs portfolio)
• Selfcites
• Average number of cites/family size.
• Top 1% & Top10%
Technical diversity• Backward cites
• NPL cites
• Originality and Generality index
00.10.20.30.40.50.60.70.80.9
1Généralité à l'OEB
Généralité à l'USPTO
Part des familles noncitées à l'OEB
Part des familles noncitées à l'USPTO
Citations reçues parbrevet dans la famille à
l'USPTO
Citations reçues nettes àl'USPTO
Citations reçues nettes àl'OEB
Citations reçues parbrevet dans la famille à
l'OEB
Citations reçues àl'USPTO
Citations reçues à l'OEB
Top10% à l'USPTO
Top10% à l'OEB
Ethicon
General Electric
Medtronic
Philips
Siemens
Toshiba
14th & 15th June 2018 The World Conference on Intellectual Capital for Communities
- 14th Edition -
Quantity does not match with Quality
14th & 15th June 2018 The World Conference on Intellectual Capital for Communities
- 14th Edition -
Portfolio diversity (same field)
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
Gold nuggets
Diversity is evolving with the release of forward citations
BlockingNiche
Innovationpotential
G1
G2
G4
G3
copyright F.Caillaud
14th & 15th June 2018 The World Conference on Intellectual Capital for Communities
- 14th Edition -
Rating of companies based on technical quality of their R&D
P&G
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14th & 15th June 2018 The World Conference on Intellectual Capital for Communities
- 14th Edition -
MAPPING + RATING • R&D and IP management are becoming Transparent
• Company ranking by patent quantity is not a good proxy.
• Rating of companies based on R&D quality will influence company analysts and shareholders very soon
• Innovative companies will be highlighted
• Companies must anticipate and communicate about IP management in their annualreports
COMPANIES MUST PREPARE THEMSELVES rapidly…
Forthcoming impact on Companies ?
14th & 15th June 2018 The World Conference on Intellectual Capital for Communities
- 14th Edition -
What about tomorrow ?
• A standardization of the methodologies to calculate the predictive indicators is underway and discussion have already been initiated with the top 5 patent Offices to support it.
• International spreading of patents analytics in companies and in the financial/investment sector
• AI is coming soon…• Better measurement of semantic distance between patent concepts• Nature language to get rid of patent classifications• Automated calculation of predictive parameters• More interactive and informative new visualization tools• Automated writing of patents• Ranking of Patent attorney firms, patent examinors• Filing strategies optimized by computer
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