1. Almaden Services Research © 2008 IBM Corporation Intellectual Property Analytics Turning Unstructured Information Into Value Jeffrey T. Kreulen, Ph.D. kreulen@almaden.ibm.com W. Scott Spangler spangles@almaden.ibm.com

2. Almaden Services Research © 2008 IBM Corporation Innovation is About More Than Building a Better Mouse Trap …

3. Almaden Services Research © 2008 IBM Corporation It’s About Beating The Competition …

4. Almaden Services Research © 2008 IBM Corporation From Transaction To Interaction Business Intelligence  Classic BI focuses on transactions at the boundary of the enterprise  Transactions are evolving to include more of the enterprise eco-system and a richer set of the life-cycle of interactions  Contextual information and its derived intelligence has to be integrated into the overall picture  Incorporation of unstructured information into individual and collection level analytics Execute Control Direct Business Competencies The Enterprise Execute Control Direct Business Competencies Suppliers Execute Control Direct Business Competencies Customers Execute Control Direct Business Competencies Business Partners Context

5. Almaden Services Research © 2008 IBM Corporation Leveraging Interactions in the Enterprise Eco-System Business partners Customers Consultants Competitors Associations, trade groups, conference boards AcademiaInternet, blogs, bulletin boards Think tanks Other R&D (internal) Sales or service units Employees (general population) IBM Institute for Business Value, CEO Study 2006 5%15%25%35%45% 35%25%15%5% CEO Survey: Sources of New Ideas and Innovation “We have...today a lot more capability and innovation in the [competitive] marketplace... than we [could] try to create on our own.” External Internal Procter & Gamble has set itself a goal of getting half its new product ideas from outside the company by 2010. Classic BI JamsCRM / Call Centers IP, Web, …

6. Almaden Services Research © 2008 IBM Corporation Explore The Analytical Approach Understand Analyze - Multiple data source collections - On-Topic data search - Nearest neighbor search -Intermediate analytics results - Taxonomy Generation - Clustering - Classification - Dictionary - Synonyms - Editing - Refinement - Trending - Network analysis - Co-occurrence - Scatter plot - Graphing/Reporting - Visualizations -... Understand the Business Objective Identify Information Sources

7. Almaden Services Research © 2008 IBM Corporation Business Analytical Solutions Business Insights Workbench (BIW) A comprehensive platform for structured and unstructured information analytics Business Information Services On the Network (BISON) An SOA implementation of information analytical capabilities used to enable solution developement Almaden Patent Analytical Workbench (SIMPLE) Corporate Brand and Reputation Analysis (COBRA) Service Delivery Insight (SDI) Call Center Analysis

8. Almaden Services Research © 2008 IBM Corporation Business Objectives of Patent Analytics  Prior Art Search  Strategic Analysis –Competitive Landscape –Technology Landscape –People Landscape –Mergers & Acquisitions  Portfolio Management –Partnering and Licensing –Defensive –Valuation

9. Almaden Services Research © 2008 IBM Corporation IBM Patent Portfolio Since 1994 A simple taxonomy of IBM’s patent portfolio since 1994 with counts and sorted by recency. The portfolio is migrating to the categories at the top (see summary trend lines).

10. Almaden Services Research © 2008 IBM Corporation Johnson & Johnson Novartis Bristol Myers Squibb Merck  By comparing the most relevant concepts in patent data, we observed patterns emerging.  Genentech is staking out white space in the areas not covered by the other major pharmaceuticals. Using patent data from last 18 years, we compared the most relevant concepts to identify emerging patterns  Looking at US patent data for the last 18 years shows how pharmaceutical companies are positioning themselves in the market.  Leading companies like Pfizer, AstraZeneca, and Amgen are increasing their patent activity while other companies are decreasing.

11. Almaden Services Research © 2008 IBM Corporation SIMPLE Strategic Information Mining Platform  Full text search on all US patents and applications  Nearest Neighbor search from a list of input patents or document text  Claims originality Analysis  Divestiture Impact Analysis  Chemical Structure Searches  Patent Clustering  View IBM patent status information from Dossier  Create and save patent “projects” and export reports

12. Almaden Services Research © 2008 IBM Corporation BISON - Component Architecture for SIMPLE

13. Almaden Services Research © 2008 IBM Corporation SIMPLE Patent Searching Full-text and fielded searching for US, EP and WIPO patents.

14. Almaden Services Research © 2008 IBM Corporation Nearest Neighbor Searching Novel collection based prior art searching and similarity metrics.

15. Almaden Services Research © 2008 IBM Corporation Claims Originality Identification of novel language in claims. Useful in identifying emergent topics and seminal patents.

16. Almaden Services Research © 2008 IBM Corporation Divestiture A portfolio management tool useful in determining relative value.

17. Almaden Services Research © 2008 IBM Corporation Patent Clustering The ability to automatically group a collection of patents into semantically similar groups.

18. Almaden Services Research © 2008 IBM Corporation Chemical Search We have identified occurrences of chemical compounds, disambiguated by structure (using InChi and SMILES) and have a chemical similarity search engine. Demo at http://chemsearch.almaden.ibm.com

19. Almaden Services Research © 2008 IBM Corporation And of course, this doesn’t just work for patents…

20. Almaden Services Research © 2008 IBM Corporation Themes are configured for brands, competitors, people and other topics of interest. The system filters blogs, boards, and online news to identify the snippets which contains the information of interest Using orthogonal filtering techniques we can get an accuracy rate of 95%. Even with this, the users still need to look at the document for context User define folders provide the user to organized the alerts into their own taxonomy. We use multiple techniques to identify documents of interest for alerting and analysis. We are creating industry templates. COBRA – Corporate Brand and Reputation Analysis

21. Almaden Services Research © 2008 IBM Corporation Sentiment Analysis is combined with Themes There were 20 blog postings which were identified with negative sentiment. Just know that a number of posting are negative tell only part of the story. Trends help determine if this is something to be concerned about or “old news” COBRA – Corporate Brand and Reputation Analysis

22. Almaden Services Research © 2008 IBM Corporation Interactive Analytical Dashboard COBRA – Corporate Brand and Reputation Analysis

23. Almaden Services Research © 2008 IBM Corporation 1 2 3 4 5 We look for interesting correlations COBRA – Corporate Brand and Reputation Analysis

24. Almaden Services Research © 2008 IBM Corporation How do Jams work?

25. Almaden Services Research © 2008 IBM Corporation Service Delivery Insight  Call Center mining and analysis

26. Almaden Services Research © 2008 IBM Corporation http://www.miningthetalk.com Brazen Plug!