Patent-related tools and methodology for use in research and development projects

• US 7,966,328 B2
• Filed: 08/31/2006
• Issued: 06/21/2011
• Est. Priority Date: 03/02/1999
• Status: Expired due to Fees

• Current Assignee: DataCloud Technologies, LLC (IP Investments Group LLC)
• Original Assignee: Rose Blush Software LLC (Intellectual Ventures LLC)
• Inventors: Germeraad, Paul, Hohmann, Luke, Rappaport, Irviing S., Rivette, Kevin G.
• Primary Examiner(s): Ali; Mohammad
• Assistant Examiner(s): Darno; Patrick A
• Application Number:
  US11/513,165
• Publication Number:
  US 20070136116A1
• Time in Patent Office: 1,755 Days
• Field of Search: 707/737, 707/758, 707/933, 707/934, 707/936, 707/937, 707/938, 707/999.003, 707/999.004, 707/999.005
• US Class Current: 707/737
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 50/18 Legal services
• CPC Class Codes: G06Q 50/184 Intellectual property management
• CPC Class Codes: Y10S 707/933 Citation analysis
• CPC Class Codes: Y10S 707/934 Analyzing patent activity
• CPC Class Codes: Y10S 707/936 for use in research and development
• CPC Class Codes: Y10S 707/937 intellectual property searching
• CPC Class Codes: Y10S 707/938 intellectual property markets

Abstract

The present invention is related to patent-related tools, and methodologies involving those tools, for assisting in all stages of research and development (R&D) projects. The IPAM server may be used in conjunction with the tools and methodologies to aid in R&D projects. These tools or methods include, but are not limited to, a topographic map, a top company table, a top inventor table, a inventors by company table, a features grouping, a technology classification, a Standard Industrial Codes (SIC) classification, a patent citation tree, a patent count/year, an application count/year, a nested patent citation tree, a product/patent/revenue table, a patent/months to issue chart, and a document/annotation chart.

Claims

1. A computer-implemented method for facilitating performance of sequential stages of a research and development project wherein one of the stages is an idea stage, comprising:

searching, by a computing device, a group of patents in a technology area related to an idea;

dividing the group into subgroups according to technology classification;

mapping the technology classification to a related Standard Industrial Codes classification;

creating, by the computing device, a patent citation tree by performing a forward citation on the group of patents as part of a sequential stage of a research and development project, wherein the idea stage comprises;

identifying, based on the group of patents, individuals or companies that are researching, developing, or commercializing ideas related to the idea;

identifying relationships between the identified individuals or companies; and

determining, based on the patent citation tree and the identified individuals or companies, the relative uniqueness of the idea and the number of citations to technology related to the idea;

accessing, by the computing device, a tool box comprising a plurality of tools, wherein the tools are associated with one or more tasks of the sequential stages of the research and development project, and the tools are configured to perform a respective task using information from the searching;

selecting a tool to perform a task associated with one of the sequential stages of the research and development project;

performing, by the computing device, the task using the selected tool; and

performing a second task, by the computing device, wherein the second task is associated with a subsequent stage of the research and development project using at least results from the task and information from the search results.

2. The computer-implemented method of claim 1, wherein the searching comprises searching a group of patents from search results stored in a database, and wherein the selected tool generates a company table that provides a patent count report of assignees involved in areas related to the idea.

3. The computer-implemented method of claim 1, wherein the searching comprises searching a group of patents from search results stored in a database, and wherein the selected tool generates an inventor table that provides a patent count report of inventors that are involved in areas related to the idea.

4. The computer-implemented method of claim 1, wherein the selecting a tool to perform a task comprises at least one of:

selecting a tool for generating a topographic map;

selecting a tool for generating a top company table;

selecting a tool for generating a top inventor table;

selecting a tool for generating an inventors by company table;

invoking a tool for generating a features grouping chart;

selecting a tool for generating a technology classification;

selecting a tool for generating a Standard Industrial Codes classification;

selecting a tool for generating a patent count/year chart;

selecting a tool for generating an application count/year report;

selecting a tool for generating a technology by company map;

selecting a tool for generating the patent citation tree;

selecting a tool for generating a nested patent citation tree;

selecting a tool for generating a product/patent/revenue table;

selecting a tool for generating a patent/months to issue report;

or

selecting a tool for generating document annotation.

5. The computer-implemented method of claim 1, wherein one of the stages is a preliminary assessment stage, wherein the preliminary assessment stage comprises:

searching a group of patents from results stored in a database;

dividing the group into subgroups according to inventor;

dividing the subgroup according to assignee; and

selecting a tool for generating an inventors by company table, wherein the inventors by company table identifies inventors who have worked in an area pertaining to an idea of a company.

6. The computer-implemented method of claim 1, wherein one of the stages is a preliminary assessment stage, wherein the preliminary assessment stage comprises:

searching a group of patents from results stored in a database; and

selecting a tool for generating a features grouping chart that displays product feature sets in a project.

7. The computer-implemented method of claim 1, wherein the searching further comprises:

searching a group of patents from results stored in a database;

wherein the idea stage further comprises;

dividing the group into subgroups according to technology classification; and

selecting a tool for generating a technology classification, wherein the technology classification provides information pertaining to other technology that could be used to build upon an initial concept.

8. The computer-implemented method of claim 1, further comprising:

searching a group of patents related to the idea comprises searching a group of patents from results stored in a database;

wherein the idea stage, further comprises;

dividing the group into subgroups according to assignee; and

selecting a tool for generating a technology by company map, wherein the map provides information regarding competitors that have shown effort in areas related to an idea.

9. The computer-implemented method of claim 1, wherein one of the stages is a preliminary assessment stage, wherein the preliminary assessment stage comprises:

searching a group of patents from results stored in a database;

dividing the group into subgroups according to technology classification;

mapping the technology classification to a related Standard Industrial Codes classification; and

selecting a tool for generating a Standard Industrial Codes classification that provides information to enable markets, which should be assessed, to be located.

10. The computer-implemented method of claim 1, wherein one of the stages is a development stage, wherein the development stage comprises:

searching a group of patents from results stored in a database; and

selecting a tool for generating the patent citation tree, wherein the patent citation tree provides information pertaining to prior art to acquire during the development stage for freedom to practice.

11. The computer-implemented method of claim 1, wherein the idea stage further comprises:

searching a group of patents from results stored in a database; and

selecting a tool for generating a nested patent citation tree that allows promotion of an idea as distinct from other work in a related market.

12. The computer-implemented method of claim 1, wherein one of the stages is a portfolio stage, wherein the portfolio stage comprises:

searching a group of patents from results stored in a database;

sorting the group according to product attributes; and

selecting a tool for generating a product/patent/revenue table that distinguishes features of a proposed project from features of existing technology.

13. The computer-implemented method of claim 1, wherein the selecting a task comprises at least one of:

searching a group of company documents;

searching a group of patents and dividing the group into subgroups according to technology classification;

searching a group of patents, dividing the group into subgroups according to inventor, and dividing the subgroups according to assignee;

searching a group of patents and performing a specified number of forward citations on the patents to create a nested patent citation tree;

searching a group of patents, dividing the group into subgroups according to patent classification, and dividing the subgroups according to assignee;

searching a group of patents and documents and sorting the group according to product attributes;

searching a group of patents, sorting the group by a period of time field, and performing calculations relating to the field;

or

searching a group of patents and documents and annotating the patents and documents.

14. The computer-implemented method of claim 1, wherein the sequential stages of the research and development project further comprise one or more of a preliminary assessment stage, a feasibility stage, a development stage, a scale-up stage, or a portfolio stage.

15. The computer-implemented method of claim 14, wherein the selecting a tool comprises selecting a tool for generating a topographic map, wherein the tool for generating a topographic map is associated with one or more of the idea stage, the preliminary assessment stage, the development stage, and the portfolio stage.

16. The computer-implemented method of claim 14, wherein the selecting a tool comprises selecting a tool for generating a top company table, wherein the tool for generating the top company table is associated with the idea stage.

17. The computer-implemented method of claim 14, wherein the selecting a tool comprises selecting a tool for generating a top inventor table, wherein the tool for generating the top inventor table is associated with the idea stage.

18. The computer-implemented method of claim 14, wherein the selecting a tool comprises selecting a tool for generating an inventors by company table, wherein the tool for generating the inventors by company table is associated with the idea stage.

19. The computer-implemented method of claim 14, wherein the selecting a tool comprises selecting a tool for generating a features grouping chart, wherein the tool for generating the features grouping chart is associated with one or more of the preliminary assessment stage, the feasibility stage, and the development stage.

20. The computer-implemented method of claim 14, wherein the selecting a tool comprises selecting a tool for generating a technology classification, wherein the tool for generating the technology classification is associated with one or more of the idea stage, the preliminary assessment stage, the feasibility stage, the development stage, and the scale-up stage.

21. The computer-implemented method of claim 14, wherein the selecting a tool comprises selecting a tool for generating a Standard Industrial Codes classification, wherein the tool for generating the Standard Industrial Codes classification is associated with one or more of the preliminary assessment stage, the feasibility stage, and the development stage.

22. The computer-implemented method of claim 14, wherein the selecting a tool comprises selecting a tool for generating a patent count/year chart, wherein the tool for generating the patent count/year chart is associated with one or more of the idea stage, the preliminary assessment stage, the feasibility stage, the development stage, and the scale-up stage.

23. The computer-implemented method of claim 14, wherein the selecting a tool comprises selecting a tool for generating an application count/year report, wherein the tool for generating the application count/year report is associated with one or more of the preliminary assessment stage, the feasibility stage, the development stage, and the scale-up stage.

24. The computer-implemented method of claim 14, wherein the selecting a tool comprises selecting a tool for generating a technology by company map, wherein the tool for generating the technology by company map is associated with one or more of the idea stage, the preliminary assessment stage, the feasibility stage, the development stage, and the scale-up stage.

25. The computer-implemented method of claim 14, wherein the selecting a tool comprises selecting a tool for generating a nested patent citation tree, wherein the tool for generating the nested patent citation tree is associated with one or more of the idea stage, the preliminary assessment stage, the feasibility stage, the development stage, and the scale-up stage.

26. The computer-implemented method of claim 14, wherein the selecting a tool comprises selecting a tool for generating a product/patent/revenue table, wherein the tool for generating the product/patent/revenue table is associated with the portfolio stage.

27. The computer-implemented method of claim 14, wherein the selecting a tool comprises selecting a tool for generating a patent/months to issue report, wherein the tool for generating the patent/months to issue report is associated with one or more of the feasibility stage, the development stage, the scale-up stage, and the portfolio stage.

28. The computer-implemented method of claim 14, wherein the selecting a tool comprises selecting a tool for generating document annotation, wherein the tool for generating the document annotation is associated with one or more of the idea stage, the preliminary assessment stage, feasibility stage, the development stage, the scale-up stage, the portfolio stage, and the portfolio stage.

29. A system comprising:

an input device configured to receive information identifying a technology area related to an idea;

a processor configured to perform a search on a database based on the received information as part of performing sequential stages of a research and development project, wherein one of the stages is an idea stage, wherein the search includes a search of a group of patents in the technology area related to the idea;

dividing the group into subgroups according to technology classification;

mapping the technology classification to a related Standard Industrial Codes classification;

a tool for performing a forward citation on the group of patents to create a patent citation tree as part of the idea stage, wherein the tool is configured to;

identify individuals or companies that are researching, developing, or commercializing ideas related to the idea;

identify relationships between the identified individuals or companies; and

determine, based on the patent citation tree and the identified individuals or companies, the relative uniqueness of the idea and the number of citations to technology related to the idea;

a controller configured to generate control signals based on the received information;

a comparator configured to compare stored information and the control signals to determine a set of the stored information correlating with the control signals; and

a plurality of tools in a tool box, the tools being configured to formulate a corresponding type of output from the set of stored information, wherein the output is displayed on a display device, wherein the tools are associated with one or more tasks of the sequential stages of the research and development project, wherein the tools are configured to perform a respective task using at least the set of stored information, and wherein the output formulated by at least one of the tools is used as input into at least one tool associated with one or more tasks of a subsequent stage of the research and development project.

30. The system of claim 29, wherein the tool box comprises at least one of:

a tool for generating a topographic map;

a tool for generating a top company table;

a tool for generating a top inventor table;

a tool for generating an inventors by company table;

a tool for generating a features grouping chart;

a tool for generating a technology classification;

a tool for generating a Standard Industrial Codes classification;

a tool for generating a patent count/year chart;

a tool for generating an application count/year report;

a tool for generating a technology by company map;

a tool for generating a nested patent citation tree;

a tool for generating a product/patent/revenue table;

a tool for generating a patent/months to issue report;

or

a tool for generating document annotation.

31. A tangible computer-readable medium having instructions stored thereon that, in response to execution by a system, cause the system to perform sequential stages of a research and development project wherein one of the stages is an idea stage, the instructions comprising:

instructions for generating a topographic map to identify existing and non-existing technologies;

instructions for identifying a new technology area as an idea for research and development using the topographic map;

instructions for searching a database as part of an idea stage of the research and development project, wherein the instructions for searching comprise instructions for searching of a group of patents in the new technology area related to the idea;

instructions for dividing the group into subgroups according to technology classification;

instructions for mapping the technology classification to a related Standard Industrial Codes classification;

instructions for performing a forward citation on the group of patents to create a patent citation tree as part of the idea stage, wherein the idea stage comprises;

identifying individuals or companies that are researching, developing, or commercializing ideas related to an idea;

identifying relationships between the identified individuals or companies; and

determining, based on the patent citation tree and the identified individuals or companies, the relative uniqueness of the idea and the number of citations to technology related to the idea; and

instructions for assessing one of the identified existing technologies for possible implementation in the new technology area, wherein the assessment is performed by;

selecting a tool to perform a task associated with one of the sequential stages of the research and development project;

performing the task using the selected tool; and

performing a second task, wherein the second task is associated with a subsequent stage of the research and development project using at least results from the task and information from the search results.

32. The tangible computer-readable medium of claim 31, the instructions further comprising:

instructions for determining market feasibility and alternative technologies using the topographic map.

33. The tangible computer-readable medium of claim 31, wherein the instructions for generating comprise:

instructions for searching a database for existing technology;

receiving a list of existing technologies;

categorizing the existing technologies into groups according to a technology classification; and

instructions for mapping the technology classification to related Standard Industrial Codes classification.

34. A computer-readable medium having computer readable program code for manipulating information in a database stored thereon, the computer readable program code comprising:

a first computer readable program code for causing a processor to receive a search input identifying a technology area related to an idea associated with an idea stage of a research and development project;

a second computer readable program code for causing a processor to receive and store results of the search in the database based on the received search input as part of the idea stage, wherein during the idea stage the second computer readable program code causes the processor to perform a method that comprises;

searching a group of patents in the technology area related to the idea;

dividing the group into subgroups according to technology classification;

mapping the technology classification to a related Standard Industrial Codes classification;

performing a forward citation on the patents to create a patent citation tree;

identifying individuals or companies that are researching, developing, or commercializing ideas related to the idea;

identifying relationships between the identified individuals or companies; and

determining, based on the patent citation tree and the identified individuals or companies, the relative uniqueness of the idea and the number of citations to technology related to the idea; and

a third computer readable program code for causing a processor to access a tool box comprising a plurality of tools, wherein the tools are associated with one or more tasks of the sequential stages of the research and development project, wherein the tools are configured to perform a respective task using information from the search results stored in the database, wherein the tools are configured to formulate a corresponding type of output from the search results stored in the database, and wherein the output formulated by at least one of the tools is used as input into at least one tool associated with one or more tasks of a subsequent stage of the research and development project.

35. The computer-readable medium of claim 34, wherein the third computer readable program code comprises computer readable program code for at least one of:

computer readable program code for causing a processor to search a group of company documents;

computer readable program code for causing a processor to search a group of patents and dividing the group into subgroups according to technology classification;

computer readable program code for causing a processor to search a group of patents, dividing the group into subgroups according to inventor, and dividing the subgroups according to assignee;

computer readable program code for causing a processor to search a group of patents and performing a specified number of forward citations on the patents to create a nested patent citation tree;

computer readable program code for causing a processor to search a group of patents, dividing the group into subgroups according to patent classification, and dividing the subgroups according to assignee;

computer readable program code for causing a processor to search a group of patents and documents and sorting the group according to product attributes;

computer readable program code for causing a processor to search a group of patents, sorting the group by a period of time field, and performing calculations relating to the field;

or

computer readable program code for causing a processor to search a group of patents and documents and annotating the patents and documents.

36. A computer-implemented method comprising:

searching, by a computing device, a group of patents in a technology area related to an idea;

dividing, by the computing device, the group into subgroups according to technology classification;

mapping, by the computing device, the technology classification to a related Standard Industrial Codes classification;

performing a forward citation on the group of patents as part of one or more sequential stages of a research and development project, said stages including an idea stage, a preliminary assessment stage, a feasibility stage, a development stage, a scale-up stage, and a portfolio stage, and wherein the idea stage comprises;

identifying, based on the group of patents, individuals or companies that are researching, developing, or commercializing ideas related to the idea;

identifying relationships between the identified individuals or companies; and

determining, based on the forward citation and the identified individuals or companies, the relative uniqueness of the idea and the number of citations to technology related to the idea;

accessing, by the computing device, a tool box comprising a plurality of tools, wherein the tools are associated with one or more tasks of the sequential stages of the research and development project, and the tools are configured to perform a respective task using information from the searching;

receiving a selection of a tool to perform a task associated with the preliminary assessment stage;

performing, by the computing device, the task associated with the preliminary assessment stage using the selected tool and results from the idea stage; and

receiving a selection of a tool to perform a second task associated with a subsequent stage of the research and development project; and

performing, by the computing device, the second task associated with the subsequent stage using the selected tool and results from the preliminary assessment stage, wherein the subsequent stage is one or more of the feasibility stage, the development stage, the scale-up stage, and the portfolio stage.

37. A computer-implemented method for enabling review of patent and non-patent documents as part of a research and development project, the method comprising:

searching, by an intellectual property asset manager (IPAM) server, a group of patents in a technology area related to an idea;

dividing, by the IPAM server, the group into subgroups according to technology classification;

mapping, by the IPAM server, the technology classification to a related Standard Industrial Codes classification;

performing, by the IPAM server, a forward citation on the group of patents as part of one or more sequential stages of the research and development project, said stages including an idea stage and one or more of a preliminary assessment stage, a feasibility stage, a development stage, a scale-up stage, and a portfolio stage, and wherein the idea stage comprises;

identifying, based on the group of patents, individuals or companies that are researching, developing, or commercializing ideas related to the idea;

identifying relationships between the identified individuals or companies; and

determining, based on the forward citation and the identified individuals or companies, the relative uniqueness of the idea and the number of citations to technology related to the idea;

accessing, by the IPAM server, a tool box comprising a plurality of tools, wherein the tools are associated with one or more tasks of the sequential stages of the research and development project, and the tools are configured to perform a respective task using information from the searching;

receiving, at the IPAM server, a selection of a tool to perform a first task associated with one of the sequential stages of the research and development project;

performing, by the IPAM server, the first task associated with the stage using the selected tool and results from the idea stage;

receiving a selection of a tool to perform a second task associated with a next stage of the research and development project; and

performing the second task, by the IPAM server, wherein the second task is associated with the next stage of the research and development project using at least results from the first task and information from the search results.