emerging trends in ip searching: machine/ai based searching - anoop cheeran & manish badani

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Emerging Trends in IP Searching: Machine/AI Based Search Strategies Anoop Cheeran & Manish Badani Philips IP&S/IP Analysis September 27, 2016

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Emerging Trends in IP Searching:

Machine/AI Based Search Strategies

Anoop Cheeran & Manish Badani

Philips IP&S/IP Analysis

September 27, 2016

September 27, 2016

Philips IP Analysis Team

IP&S IP Analysis

IP Search

IP Intelligence

Market Intelligence

2

3 IP&S IP AnalysisSeptember 27, 2016

Search Tasks

• Patentability search for Invention Disclosures

• Validity/Invalidity Searches

• Product Risk Assessment Searches

• Trade Mark Searches

• Landscape Searches

• Company Analysis

• Market Intelligence

September 27, 2016

Patentability SearchBuilding the IP Assets of Philips

IP&S IP Analysis

Input

• Abstract

• Invention Disclosure

• Prior art (if any)

Output

• Search Criteria

• Prior art

Challenges

• Large number of patent applications filed

each year

• Filings in several different languages

• Traditional keyword search is increasingly

inadequate

Stringent Quality

Checks

4

Source: http://ipstats.wipo.int/ipstatv2/

September 27, 2016

Artificial/Machine IntelligenceApplication in IP Search

Artificial Intelligence

• Simulate human like intellect and/or behavior by a

machine

Natural Language Processing

� A sub-field of Artificial Intelligence

� Computers/Search Engines can interact with

human beings like human

Semantic Search

� Understands searcher’s intent and context

� Major web search engines like Google

incorporate some elements of Semantic

search

IP&S IP Analysis5

Source: http://www.slideshare.net/ecodrew/future-of-artificial-

intelligence-iftf-fujitsu-labs-2015

Semantic SearchSituations when it helps

6 IP&S IP AnalysisSeptember 27, 2016

Source: http://www.slideshare.net/fullscreen/ABLVienna/semantic-search-8159539/4

7 IP&S IP AnalysisSeptember 27, 2016

Keyword Search vs Semantic Search

Semantic search helps

• Reduce the time of running the search

• Improves RECALL and PRECISION

• Uncover relevant patents that would

otherwise be missed with keyword

search

Semantic Search - OrbitFree Text

8 IP&S IP AnalysisSeptember 27, 2016

• Find similar patents based on freely entered text

• One paragraph is required for the search to run

• If the text is entered in non-English language, it gets translated by Google

9 IP&S IP AnalysisSeptember 27, 2016

Semantic Search - OrbitConcept Selection

• Concepts are extracted and shown in the

selection window

• Additional concepts can be searched and

added to the list

• Based on the selected concepts relevant

patent families are searched and listed

Semantic Search - Relecura

10 IP&S IP AnalysisSeptember 27, 2016

• Semantic search

based on uploaded

text/file

• Suggested keywords

and concepts

• Seed Data to quickly

zoom into relevant

documents

• Search trail to track

selected concepts

and keywords

11 IP&S IP AnalysisSeptember 27, 2016

Semantic Search - AutoMatch

www.auto-match.se

• AutoMatch is a natural language text based search tool for patents and patent

applications

• Tool creates a finger print reflecting the given input textual content (for example, from

an abstract) that is adapted and matched against the tool’s IP publication repository

• Customization of technology areas (search index) possible

• Provides up to 100 hits per search

https://www.auto-match.se/Guide%20AutoMatch%20Evaluation.pdf

12 IP&S IP AnalysisSeptember 27, 2016

� Can copy paste directly from

an invention disclosure or

can provide a descriptive

summary encompassing the

keywords as the search

query

� Tool uses text in title and

the descriptive summary to

match and provides the

result set

https://www.automatch.se/Guide%20AutoMatch%20

Evaluation.pdf

Step 1: Register an idea: Concise summary

text (without truncations) about half a

page disclosing the subject area

Choose the technical index (default AM Master

covering all areas or the optimized index covering

specific technical fields) and run the query

Semantic Search - AutoMatch

September 27, 2016 IP&S IP Analysis13

Semantic Search - AutoMatch

� Tool has an option of ranking

each of the retrieved

references to ‘match, relevant,

background & noise’

� Can add annotations for each

document analyzed

� Can add new text into the idea

summary and create a new

search

� Can download matched results

to an Excel report

Summary

https://www.auto-match.se/Guide%20AutoMatch%20Evaluation.pdf

September 27, 2016 IP&S IP Analysis14

Citation Based Search - Ambercite

� Citation based tool that has 7 generations of citations; 3 earlier generations, 3 later

generations and the seed document (citations of citations of citations)

� The relevancy of a document is based on the direct and indirect connection of the

document with the seed document(s)

� The citations are based on individual records and not patent family; all members of

patent families may need to be added as a seed documenthttp://www.ambercite.com/index.php/support/getting-started

Ambercite: Ranking Method

September 27, 2016 IP&S IP Analysis15

Direct Citations

In-Direct Citations

� Higher number of

shared citations

(direct & indirect)

result in higher

similarity ranking

� Indirect citation

analysis identifies

references otherwise

not obtained through

direct citation analysis

http://www.ambercite.com/index.php/support/getting-started

Citation Based Search - Ambercite

September 27, 2016 IP&S IP Analysis16

http://www.ambercite.com/index.php/support/getting-started

Citation Based Search - Ambercite

� Searching based on relevant patent

numbers, avoiding need to make

predictions on likely keywords or

class codes

� Listing of direct patent citations,

and indirect ‘unknown’ citations in

search results

� Tool provides an ‘AmberScore’, a

similarity metric based on

citation(s) to each document

� Recent patent/patent applications

may have a lower AmberScore

� Option for ‘hiding’ known

documents from search results and

a ‘like’ button to categorize

documents

Summary

Summary

17 IP&S IP AnalysisSeptember 27, 2016

• Large number of patent applications in various languages have increased

challenges for searching prior art

• Several patent search tools are now available that utilize natural language

processing systems

• Machine intelligence based on citations is also used in identifying related patents

• The AI/MI based search tools can significantly reduce the search time and improve

the search accuracy

• At the moment, there is still room for improvement of these tools for them to

exactly mimic a human

� Until then, there will always be a need for the traditional IP Search Analyst ☺