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Patent Classification Structure and use Webinar 12 September 2013 Andrew Czajkowski Head, Innovation and Technology Support Section

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Page 1: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Patent Classification

Structure and useWebinar12 September2013

Andrew Czajkowski

Head, Innovation and Technology Support Section

Page 2: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Webinar: Asking questions

Page 3: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Webinar: Asking questions

� Enter your question

Page 4: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Webinar: Asking questions

� Press "Send"

Page 5: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Webinar: Asking questions

� See your questions and answers

Page 6: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Overview

Approaches for identifying appropriate patent

classification

Review of the structure of patent classification (IPC) and

its publication

Page 7: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Scenario

A construction material

company has asked you

to identify technologies

related to thermal

insulation for houses.

Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Page 8: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Scenario

You decide to try using patent classification to identify

relevant technologies.

Page 9: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Advantages of patent classification

Applied in a standardized manner

Available for all (almost) patent documents

Available for old patent documents for which little or no

searchable text is available

Page 10: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Approaches

Review individual documents

Analyze document sets

Refer to patent classification publication

Page 11: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Individual documents

� Retrieve documents (keyword search)

Page 12: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Individual documents

� Select relevant documents

Page 13: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Individual documents

� Note classification symbols of relevant documents

Page 14: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Document sets

� Retrieve documents (keyword search)

Page 15: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Document sets

� Statistically analyze all retrieved documents, or1

Page 16: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Document sets

� Retrieve documents (keyword search)

Page 17: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Individual documents

� Select relevant documents

Page 18: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Document sets

� Statistically analyze relevant documents

Page 19: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification publication (IPC)

Scheme Catchwords

Page 20: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

E Fixed constructions

Subclasses

E04 Building Classes

E04B 1/00 Constructions in general;

Structures �

E04B General building

constructions; Walls �

SubgroupsE04B 1/02 Structures consisting primarily of

load-supporting, block-shaped or slab-shaped elements

Subgroups

Groups

Classification: Scheme (IPC)

Page 21: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification: Scheme (IPC)

� Identify an appropriate section (or set of sections)

Page 22: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification: Scheme (IPC)

� Identify an appropriate class (or set of classes)

Page 23: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification: Scheme (IPC)

� Identify an appropriate subclass (or set of subclasses)

Page 24: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification: Scheme (IPC)

� Continue as appropriate1

Page 25: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification: Catchwords (IPC)

� Find the appropriate starting catchword

Page 26: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification: Catchwords (IPC)

� Go to the relevant catchword

Page 27: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Tip!

Pay attention to references and notes!

Page 28: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Tip!

Pay attention to references and notes!

Page 29: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Tip!

Pay attention to references and notes!

Page 30: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Scenario

A construction material company has asked you to

identify technologies related to thermal insulation for

houses.

Page 31: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Query

thermal

insulation

house

Page 32: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Query

thermal: heat, temperature

insulation: insulate

house: building

Page 33: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Query

(thermal OR heat OR temperature)

(insulat*)

(house* OR housing* OR building*)

Page 34: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Query

(thermal OR heat OR temperature) NEAR (insulat*)

Page 35: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Query

(thermal OR heat OR temperature) NEAR (insulat*) AND

(house* OR housing* OR building*)

Page 36: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Query

((thermal OR heat OR temperature) NEAR (insulat*))

AND (house* OR housing* OR building*)

Page 37: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Query

((thermal OR heat OR temperature) NEAR (insulat*))

AND (house* OR housing* OR building*)

Page 38: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Search (PATENTSCOPE)

Page 39: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Results (PATENTSCOPE)

Page 40: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Results (PATENTSCOPE)

Page 41: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Results (PATENTSCOPE)

Page 42: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Results (PATENTSCOPE)

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Page 43: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Record (PATENTSCOPE)

Page 44: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Record (PATENTSCOPE)

Page 45: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Record (PATENTSCOPE)

Page 46: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Record (PATENTSCOPE)

Page 47: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Record (PATENTSCOPE)

Page 48: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Record (PATENTSCOPE)

Page 49: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Results (PATENTSCOPE)

Page 50: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Results (PATENTSCOPE)

Page 51: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Results analysis (PATENTSCOPE)

Page 52: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Results analysis (PATENTSCOPE)

Page 53: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification publication (IPC)

Page 54: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification publication (IPC)

Page 55: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Statistical analysis (IPCCAT)

� Remember to put a period (full stop) at the end of short queries!

Page 56: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Statistical analysis (IPCCAT)

� Remember to put a period (full stop) at the end of short queries!

Page 57: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Statistical analysis (IPCCAT)

Page 58: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Statistical analysis (IPCCAT)

Page 59: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Results (IPCCAT)

Page 60: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Results (IPCCAT)

Page 61: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Results (IPCCAT)

Page 62: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Results (IPCCAT)

Page 63: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Results (IPCCAT)

Page 64: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification: Scheme (IPC)

Page 65: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification publication (IPC)

Page 66: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification publication (IPC)

Page 67: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification: Terms (IPC)

Page 68: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification: Terms (IPC)

� "Path" includes all definitions along the path to a given symbol

Page 69: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification: Terms (IPC)

Page 70: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification: Terms (IPC)

Page 71: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification: Terms (IPC)

Page 72: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification: Scheme (IPC)

Page 73: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification: Terms (IPC)

Page 74: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification: Catchwords (IPC)

Page 75: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification: Catchwords (IPC)

Page 76: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification: Scheme (IPC)

Page 77: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Classification: Scheme (IPC)

Page 78: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Search (PATENTSCOPE)

Page 79: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Results (PATENTSCOPE)

Page 80: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Results (PATENTSCOPE)

Page 81: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Review

Review individual documents

Analyze document sets

Refer to patent classification publication

Scheme

Catchwords

Page 82: 2013-09-12 Webinar Classification.ppt€¦ · Patent Classification Structure and use Webinar 12 September 2013 ... Photo source: Andrew Dunn (top), Radomil (Wikipedia PL) (bottom)

Thank you for your attention!

Any questions?

For more information, please contact:

[email protected]