2015 january technological intelligence_ surveillance_foresight

January 2015 Esther Arias Pérez-Ilzarbe [email protected]

Technological intelligence, surveillance and foresight

The importance of the sources and their analysis

mailto:[email protected]

• The concepts

• The Information sources

• The process

• Tools



“Like a living creature, an organization

works best if it can rely on a nervous

system that sends information

immediately to the parts that need it”

“The winners will be the ones who

develop a world-class digital nervous

system so that information can easily

flow through their companies for

maximum and constant learning”

Information = Power

L’Oreal had to changed an advertisement in

Spain because of the comments of a

scientific blog (SCIENTIA) ….

Examples of how organizations/individuals use information

The enterprise AQUAPHYTEX began after finding, reading

and analising an article of a UPM’s Proyect


Periodical surveillance of new patents


Tuesday, 13 January 2015

BREAKING NEWS: someone wants to register 'Je suis Charlie' as

a trade mark


From data to Intelligence

Words, words, words …

Main concepts?

Intelligence

Surveillance Vigilance

Prospective Foresight Forecasting

Data mining

Simplifying main concepts

Using software to find useful patterns in

large amounts of data

Surveillance Vigilance

Data mining

Prospective Forecasting Foresight

Prediction of future through statistical and

opinion poll techniques.

Collect, interpret and disseminate outside

information.

Identifying the opportunities and threats that

could affect the future growth and survival of

an organization, incorporating this knowledge

into the process of strategic management.

Intelligence

Simplifying main concepts

Club de Roma, RAND Corporation, World Future Society, World Futures Studies Federation, Hudson Institute, Batelle Institute, Futuribles, Secretariat for

Futures Studies de Stockholm, Zentrum für Zukunftsforschung de Berlín, Dutch Scientific Council

for Goverment Policy de La Haya, Swedish Secretariat for Futures Studies, etc.

Forecasting –Think-tanks

Forecasting - Spain

Mapping the Present and the Future through methods and tools

such as the futures triangle and the futures landscape

Anticipating the Future through methods such as emerging issues

analysis and the futures wheel

Timing the Future, understanding the grand patterns of change,

macrohistory and macrofutures

Deepening the Future through methods such as causal layered

analysis and four quadrant mapping

Creating Alternatives to the Present through methods such as

scenarios and nuts and bolts

Transforming the Present and Creating the Future through

visioning, backcasting, action learning and the transcend conflict

resolution method.

Forecasting -Future Studies

Subjective

Approach

(Qualitative in

nature and

usually based on

the opinion of

people

Objective

Approach

(Quantitative

Mathematical

formulations –

statistical

forecasting)

• Scenaries

• Experts

• Delphi

……………………..

• Extrapolation

• Trend estimation

……………………….

Forecasting Methods

The Intelligence cycle

An example with a Patent Report (ITP) prepared by the OEPM

Example from Empar Fos:

Caso de Éxito en la utilización del Informe Tecnológico de Patentes (ITP): BIOIBERICA (marzo 2014)


https://www.oepm.es/comun/documentos_relacionados/Ponencias/67_2014_03_12_0_ProgramaOEPM_11marzo2014.pdf

Thanks to the OEPM report Bioiberica detected that they could have problems with the patent applications because there was a previous US patent .

They collected clinical information to prove patent examiners that Artrosis and Artritis are different and the drugs were designed to Artritis.

They had not the patent in EEUU.

They convinced the European patent examiners.

Example from Empar Fos:

Caso de Éxito en la utilización del Informe Tecnológico de Patentes (ITP): BIOIBERICA (marzo 2014)


https://www.oepm.es/comun/documentos_relacionados/Ponencias/67_2014_03_12_0_ProgramaOEPM_11marzo2014.pdf

Surveillance, Vigilance

BOLETINES DE VIGILANCIA TECNOLOGICA

• Published quarterly

• New patents in a sector

• 14 sectors

• Free of charge

• OEPM, other instituions


“ALERTAS TECNOLOGICAS”

• 6 searches

• Updated daily

• New patents in a

specific search

• Free of charge

• OEPM

Link to

ESPACENET

Automatic

translation Drawings


WIPO's patent

landscapes

reports

12 sectors

Data mining: analysis of large data

Report of patents related with

Fracking using software

AMBERCITE, combining economic

and patent data

Data mining with open data

Open data from UK, correlation patents/RD expenditures

Open data from the Basque Government

Data mining with open data

• The concepts


• The process

• Tools



“Executives have become computer literate.

The younger ones, especially, know more

about the way the computer works than they

know about the mechanics of the automobile

or the telephone. But not many executives

are information-literate. They know how to

get data. But most still have to learn how to

use data.

Few executives yet know how to ask: What

information do I need to do my job? When do

I need it? In what form? And from whom

should I be getting it? Fewer still ask: what

new tasks can I tackle now that I get all these

data? Which tasks should I do differently?

Practically no one asks: What information do

I owe? To whom? When? In what form?”

Asthon y Stacey, 1995

Experts:

•Business Contacts

•Consultants

•Informal Meetings

Technical Literature:

•National and international publications

•Unpublished documents

•Papers and communications, conferences

•Patents

Contacts at the organizational level:

•Trade

•Meetings

•Associations

2015 Internet…

Sources of information have changed

“In situ” remarks:

•Industrial plants

•Equipment and component tests

Sources of information

• The information in all formats

grows exponentially, although

the digital format displaces paper

• This information may be

structured or not

• It can be internal (personal

details, production, costs,

customers ...) or external (news,

blogs, articles, patents ...)

• Information can be free of charge

or payment

What happens on the internet in 60 seconds

http://whathappensontheinternetin60seconds.com

Sources of information: web/deepweb; free/payment; formats…

Formal vs informal

Primary vs secundary ( papers, abstracts)

Web vs Deep web

Public vs Payment

Format: HTML, XHTML, XML, JSON, RSS, ATOM,

RDF, CSV, PDF, XLS, TXT

Sources of information: How to evaluate information sources?

Availabilitty to answer our questions

Quality and reliability

Update

Added value: classification, translation, abstract…

Coverage: country, subject…

Format

Language

Accesibility: confidential; payment; free access

Cost: free, fix price, variable price

Level of automation

Sources of information: How to evaluate information sources?

Scopus

Scopus: multidisciplinar. Sources of information: articles

Pubmed

Google Scholar

http://bib.us.es/ingenieros/

Business Source

Premier

Sources of information: market and business reports

ABI inform

Data

monitor

Market research com

Sabi

Sources of information: laws

Lexis Nexis

Sources of information: information platforms

Thomson Innovation

Only in 2012, 2.350.000 patents and 827.000 utility models

were applied

(nearly 8.700 applications per day)

Patent collections grow and grow

Sources of information: patents

Patent roles


3 pgs

111 pgs


Complete and exhaustive information

TotaTotalPatentTM

PatBase

Dialog

QPAT, Orbit.com

CAS, Registry, Beilstein, ….

Delphion, Thomson Innovation

Sources of information: payment patent databases

European Patent Office

World Intellectual Property Organisation (WIPO)

National offices

Sources of information: free patent databases

..... Private

...............

Sources of information: free patent databases

Tool 1: •Simple, advance , smart search, number, Classification •English, German, French •ECLA classification •Full text searching for EP and WO •More than 70 million documents from 90 countries •RSS •Export results •PDF and html •Citations •Machine Translation: main users are from USA


Tool 2:

• Espacenet specialized in Latinoamerican patents • Machine Translation •“Vigilancia Tecnológica”


“Vigilancia Tecnológica”

Predefined classification codes to search Biotechnological and Green Patents

Tool 3:

•Simple, advance and Cross lingual search •Full text search •Search interface for mobile •42 patent collections


Tool 4:

•5 patent collections and non-patent literature •Search claims and description


Tool 5: PatSeq (PatenLens)


•17 patent collections •Search sequences, claims and description

Tool 6:

•USA documents •Search in full text


Tool 7:

•Spanish documents since 1960 •PDF •Export


• The concepts


• The process

• Tools



UNE 166006:2011

Standar in Spain

Compromiso de la Dirección

Enfoque a las partes interesadas

Planificación de la VT: planificación y

objetivos de mejora

Competencia, motivación y formación

Recursos materiales e infraestructura

Caracterización de los procesos de

VT:

• Identificación de necesidades de

información

• Proceso de búsqueda,

tratamiento, y validación de la

• información

• Proceso de valoración de la

información

Medición, análisis y mejora

Source:

http://www.madrimasd.org/informacionidi/agenda/documentos/Seminario_VT/Seminario_VT_Gerardo_Malvido.pdf

STEP 1: Identify the needs

STEP 3: Search strategy

STEP 2: Identify suitable

information sources

Prepare a list and evaluate

e.g: Chemistry/Biotechnology

Articles: PubMED, EBI, Metalife

Patents: Patents lens (sequence searches)

News: Genomeweb., Process and production

pharmaceutical business review; Bionity; Chemeurope,

DDN-news

STEP 4: Analyze

information

STEP 5: Diffussion

Corpus of information Words

Classifications

Authors/inventors/enterprises

Simplify, you have to focus

“all about silk” NO

“Silk for biocompatible materials” YES

Review, eliminate

Variable: user/cost/update Report, Newsletter, e-mail

Steps in the surveillance process

An example (1)

Technology

suported by the

Technical University

of Madrid

An example (1)

Articles

• PubMed

• Royal society of

Chemistry

• Google Schoolar

• Scopus

• ……

An example (1)

Silk specialized Spanish Research Institution

An example (1)

University/Research

centers

• Publications

• Transfers portals

An example (1)

ChemEurope

Chemistry Information portal

An example (1)

Reports can help you

when there are many

documents

An example (1)

Patents:

key words , Patent Clasiffication

An example (1)

Espacenet

includes

“old “ patents

Searching Raúl Pérez, as inventor or

applicant, gives

O RESULT

We received a question at the SPTO

(OEPM)

An example (2)

“ We would like to find a patent in the

name of Raúl Pérez, related to a magnet

supported on the barrel of a rifle to pick

hunting cartridges. We have read that

there is a 2012 patent, but we have not

located anything”

Some times we have to search in

different places: Youtube, LinkedIn

In 2012 it was applied the patent

201201070

This patent application is not

“available” since in 2014

It was withdrawn

• The concepts


• The process

• Tools



Social Bookmarks: store, classify

and share internet links

Combines sources to create a single

RSS

Platforms for management

information

Tools

Google sends to user emails new results (eg,

web pages, news, etc.) that match the

predefined search criteria

- Free sources can help : explore the web - “Open you mind” and “creative”

identifying information sources and defining search strategies

- Contact experts

- Next time you will do better!!!

Conclusions

Excuse my English, when I was a kid, there weren´t baby’s dummies (pacifiers) so sophisticated ...

End

Esther Arias Pérez-Ilzarbe

[email protected]

mailto:[email protected]