Saved analysis metric definition sheet

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Saved analysis metric definition sheet Overview There are three types of count options each containing a number of metrics. 1. Patent families 2. Forward 3. Other metrics 1. Patent families These metrics are simple counts of patent families with different limits: Limited by legal status Count of Alive patent families Count of Pending patent families Count of Granted patent families Count of Dead patent families Limited by the presence of events

Count of Litigated patent families Count of Opposed patent families Count of Licensed patent families Count of patent families which are Cited in standards (SEPs - Standard Essential Patents) Limited by Other criteria Count of patent families with a Predator presence Count of patent families with a Shark presence Count of patent families with a Fence in place Count of patent families with exceptionally High forward citation counts Count of patent families with exceptionally High IPC dispersity Count of Coassigned patent families 2. Forward The number of forward received by the families on each point on your graph. Count of All forward Count of Self forward Count of Non-self forward forward Count of Recent forward Count of Recent self forward Count of Recent non-self forward Understanding "duplicate " You may notice that the citation counts in the analysis module are sometime different from the results in the evaluation modules, this is because we have changed the logic of how citation counts are summed. To understand the difference, you need to understand the concept of "duplicate : In the above example the total count of forward in the evaluation modules would be 1. Even though the three individual analyzed families each have a forward citation count of 1. In the saved analysis the forward citation count of the portfolio illustrated above would be 3 and not 1. We calculate the for each family and then sum, to get the total number of.

This means that the number of you see when you make a selection on the graph won't always match the number shown in the graph, because when you make a selection we remove the duplicates in the same way that the duplicates are removed from the counts in the evaluation modules: Note the color by and drill down options are not available on the citation charts. 3. Other metrics The final value option category contains all of the remaining metrics which are neither a count of patent families nor a count of forward. Velocity of application for new families over the last 5 years Average Family size Average Geographic coverage Average Generality index score Average Originality index score Average Radicalness index score Average Age Average first/main Claim length Average IPC count Again, color by is not available for charts displaying these "Other metrics". When you make a selection or use the drill down, all source records will be shown. For instance, if you're looking at a bar chart showing average claim length for IBM, when you make a selection you'll see all of IBM's families in this analysis.

Access The metrics described above can be access by exclusively by platinum user, in saved analysis on the following charts Bar/Column chart Pie chart Bubble chart / Heat map World map Hex chart Tag cloud Tabular bar The metrics are not available for saved analysis created from WorkFiles because the data needed to calculate the metrics is not currently saved in the WorkFiles. Definition table Type Sub type Metric Definition Patent families Patent families Legal status Alive Patent families Legal status Pending Patent families Legal status Granted Patent families Legal status Dead Patent families Events Litigated Patent families Events Opposed Patent families Events Licensed All patent families Patent families Events Cited in a standard Patent families Other Predator present Number of families where over 15 percent and less than 30 percent of the forward (minimum of two) are from a single entity that is not the same as the assignee Patent families Other Shark present Number of families where over 30 percent of the forward (minimum of three) are from a single entity that is not the same as the assignee Patent families Other Fence in place Number of families where over 30 percent of the forward (minimum of three) are from the same assignee (self-) Patent families Other High forward Number of patent families where the number of forward is in excess of the average plus 3 standard deviation. The average is derived from the complete analysis set.

Patent families Other High IPC dispersity Number of patent families where the number of different IPC/CPC subclasses (e.g. H04G) is in excess of the average plus 3 standard deviation. The average is derived from the complete analysis set. Patent families Other Coassigned The number of patent families with multiple assignees. Forward All The number of citing patent families calculated at the family level and then summed. Forward Self The number of self calculated at the family level and then summed. Forward Non-self The number of non-self calculated at the family level and then summed. Forward Recent The number of forward with an application date within the last 5 calendar years. Forward Recent non-self The number of non-self with an application date within the last 5 years. Forward Recent self The number of self with an application date within the last 5 years. Other Velocity Count of families with a first application date within the last 5 years, divided by 5 Other Family size The average number of granted or pending patents in each patent family Other Geographic coverage The average number, per patent family of BRIC and Tier 1 patent authorities (US, JP, DE, FR, BR, IN, CN, KR, AU, TW, RU) in which patent protection is pending or granted Other Originality index Values range between 0 and 1; the score is In brief; the broader the spread of cited IPC/CPC subclasses the higher score. Fully defined by Hall Jaffe and Trajtenberg (2001) Other Generality index Values range between 0 and 1. The score is In brief; the broader the spread of citing IPC/CPC subclasses the higher score. Fully defined by Hall Jaffe and Trajtenberg (2001) Other Radicalness index Values range between 0 and 1. The score is The calculation for Radicalness is similar to Originality (the broader the spread of cited IPC/CPC subclasses the higher score) but for radicalness the subclasses listed in analysed family are not counted. Fully defined by Shane (2001) Other Age Average age in years since the first publication per patent family Other Claim length The number of non-duplicate words in the first independent claim. Calculated for each patent family and averaged. Other IPC count the average number of different IPC/CPC subclasses (e.g. H04G) per patent family