frédéric caillaud, head of innovation, inpi · 14th & 15th june 2018 the world conference on...

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The World Conference on Intellectual Capital for Communities 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

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Page 1: Frédéric Caillaud, head of Innovation, INPI · 14th & 15th June 2018 The World Conference on Intellectual Capital for Communities - 14th Edition - Safe and Ethical Cyberspace, digital

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

Page 2: Frédéric Caillaud, head of Innovation, INPI · 14th & 15th June 2018 The World Conference on Intellectual Capital for Communities - 14th Edition - Safe and Ethical Cyberspace, digital

14th & 15th June 2018 The World Conference on Intellectual Capital for Communities

- 14th Edition -

Towards a suitable quantitative and qualitative measurementof patents ?

1

Portfolio of patents Mapping

One by one Set of patents

Qualitative

Quantitative

Page 3: Frédéric Caillaud, head of Innovation, INPI · 14th & 15th June 2018 The World Conference on Intellectual Capital for Communities - 14th Edition - Safe and Ethical Cyberspace, digital

14th & 15th June 2018 The World Conference on Intellectual Capital for Communities

- 14th Edition -

Visualisation of patent Big data

Landscape Mapping

ClarivateAnalytics

Page 4: Frédéric Caillaud, head of Innovation, INPI · 14th & 15th June 2018 The World Conference on Intellectual Capital for Communities - 14th Edition - Safe and Ethical Cyberspace, digital

14th & 15th June 2018 The World Conference on Intellectual Capital for Communities

- 14th Edition -

A game of go with a few millions of players

Page 5: Frédéric Caillaud, head of Innovation, INPI · 14th & 15th June 2018 The World Conference on Intellectual Capital for Communities - 14th Edition - Safe and Ethical Cyberspace, digital

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

4

Market

legalTechnical

Page 6: Frédéric Caillaud, head of Innovation, INPI · 14th & 15th June 2018 The World Conference on Intellectual Capital for Communities - 14th Edition - Safe and Ethical Cyberspace, digital

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

Page 7: Frédéric Caillaud, head of Innovation, INPI · 14th & 15th June 2018 The World Conference on Intellectual Capital for Communities - 14th Edition - Safe and Ethical Cyberspace, digital

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

Page 8: Frédéric Caillaud, head of Innovation, INPI · 14th & 15th June 2018 The World Conference on Intellectual Capital for Communities - 14th Edition - Safe and Ethical Cyberspace, digital

14th & 15th June 2018 The World Conference on Intellectual Capital for Communities

- 14th Edition -

Quantity does not match with Quality

Page 9: Frédéric Caillaud, head of Innovation, INPI · 14th & 15th June 2018 The World Conference on Intellectual Capital for Communities - 14th Edition - Safe and Ethical Cyberspace, digital

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

Page 10: Frédéric Caillaud, head of Innovation, INPI · 14th & 15th June 2018 The World Conference on Intellectual Capital for Communities - 14th Edition - Safe and Ethical Cyberspace, digital

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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Page 11: Frédéric Caillaud, head of Innovation, INPI · 14th & 15th June 2018 The World Conference on Intellectual Capital for Communities - 14th Edition - Safe and Ethical Cyberspace, digital

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 ?

Page 12: Frédéric Caillaud, head of Innovation, INPI · 14th & 15th June 2018 The World Conference on Intellectual Capital for Communities - 14th Edition - Safe and Ethical Cyberspace, digital

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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