DERWENT INNOVATION TIPS & TRICKS Using Custom Fields for Additional Analysis Options in Derwent Innovation
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1 DERWENT INNOVATION TIPS & TRICKS Using Custom Fields for Additional Analysis Options in Derwent Innovation Charts and the Results Dashboard on Derwent Innovation are convenient ways to show trends occurring across thousands of patents in one view. It allows you to search on one criterion, such as keywords or a classification code, for a technology, and then reveals who the top companies or assignees are in that space. You may want to take your analysis to the next level and introduce categories or classifications schemes that are customized for your needs. For example, you have identified a few synonymous technologies and want to do a thorough job of analyzing these technologies together. Dealing with mixed assets in synonymous technologies makes it difficult to represent a true technology landscape with visualization tools. Let us consider when you need to bring together three synonymous technologies such as Smart Home, Home Automation, and Domotics under the same name. You can do this with Custom Fields. 1. First, you will need to create a Custom Field that can accept text and can be filterable. The administrator of your account creates the fields, or they can make you an administrator so you can create them. To do this first click on the Administration icon from the Dashboard page. Next, click on the Custom Fields icon.
2 2. To create a new Custom Field in the Custom Fields menu, click Create Field. Next, the Custom Field will need a name, a type and a tag. In this example: the name is Combined Technology; the type of field is a Text Field; and the Tag is CT, respectively. 3. There are several different types of Custom Fields that you can create including: Single Select Field, Multi-Select Field, Date Field, Numeric Field, Text Field, URL Field, and Year Field. 4. Note: any Custom Field may be permissioned independently for any individual user or group on your Derwent Innovation contract. To do this, first click on the Permissions tab. Second, choose the appropriate level of access: No Access indicates individuals or groups will not see the Custom Field at all. Read Only indicates individuals or groups will see the Custom Fields and associated values but will not be able to edit them. Read and Write indicates individuals or groups can see and edit the Custom Fields.
3 5. Finally, click Save ( ). Now, you re ready to create custom Charts or use the Results Dashboard with Custom Fields. To do this, you first want to add each technology to be shown in the custom chart to the newly created Custom Field Combined Technology. 6. The search below is for Smart Home restricted by publication date. 7. Next, click on Edit Custom Fields link in the bottom toolbar ( ). 8. In the Edit Custom Fields menu, find the appropriate text field (Combined Technology) and enter in the new Custom Field value (Smart Home) and click Save.
4 9. Return to the search page and repeat the process for each synonymous technology you d like to group under Combined Technology. Note: after tagging the patents, you are able to retrieve the results by selecting the Custom Field Combined Technology and searching for each tagged technology. 10. Use the Results Dashboard to get a first level analysis of your tagged patents. For example, the chart below illustrates the spread of technologies under the Combined Technology field. As can be seen, Smart Home, Home Automation, and Domotics have been combined into a single field, Combination Technology. 11. Alternatively, use the Charts to delve deeper into the data. Open the Charts menu and click Vertical Stacked Bar under Create Custom Chart.
5 12. In the Chart Options menu, select Combined Technology as the Primary Field to Analyze and Publication Year as the Secondary Field to Analyze. Next, click View Chart. 13. In this Custom Chart, we have introduced the element of time to our analysis by using a stacked bar chart.
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