Target group: Enterprise, Essentials
Last updated: December 2020
CONTENTS
Advanced settings of line charts
Introduction
The Apple Swatch Use Case is a citation-based trend analysis that was created by PatentSight and is publicly available in our reference material. It demonstrates how PatentSight can offer unique perspectives such as the Reporting Date or the Patent Asset Index to spot developments years before successful products are launched or even rumored about.
By setting the search filter as outlined below and selecting a standard template, you can easily recreate this use case in the PatentSight Business Intelligence.
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Note: By replacing the owner Swatch in the search filter by a different owner, you can gain similar insights on any other enterprise or institution of your choice. E.g., replace Swatch by your own company to find out which players own strong patents that are citing you and building on your inventions! Insights gained from such an analysis allow you not only to spot upcoming technology trends early on – drilling into the results might also help you in recognizing litigation risks, finding licensing candidates and potential licensees. |
How to set the search filter
To recreate the search we need to search for patents which cite Swatch patents. Therefore, the owner Swatch has to be defined as the owner of cited patents.
Visual Search Mode
If you are working in the Visual Search Mode, set the search filter as shown below:
To do so, follow the steps outlined below:
1) Add the filter element "Owner" to the search filter.
2) Select Swatch within the Owner filter element.
This will add the patent portfolio of Swatch to the search filter:
Your search is now limited to patent families that are currently owned by Swatch.
3) Next, select "Owner of cited active patents" from the dropdown menu of the Owner filter element.
This will limit your search results to the subsequent art of active patents owned by Swatch (= patents that are citing active Swatch patents, so Swatch is the owner of cited (active) patents).
If you are an Essentials user, you can select "Owner of cited patents (incl. inactive)" instead.
4) If you want to exclude internal subsequent art (Swatch patents that are citing Swatch patents) from the search results you can add the filter element "Owner" to the search filter one more time and select Swatch within the Owner filter element.
Now, your search filter should have the following settings:
5) Finally, replace the default Boolean operator AND by AND NOT. To do so, click into the search filter to place the cursor at the respective location and use your keyboard.
Syntax Mode
If you are working in the Syntax Mode, you can simply copy the search string below and paste it into the search filter:
| OwnerOfCitedActivePatents=(Swatch) AND NOT Owner=(Swatch) |
If you are an Essentials user, you can use the below search string instead:
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OwnerOfCitedPatentsInclInactive=(Swatch) AND NOT Owner=(Swatch)
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Which template to select
Select the template "Patent Asset Index trend" from Analysis templates accessible under PatentSight Standards and Charts.
If you are an Essentials user, you can e.g. select the template "Owner: Citations Received Trend" instead.
How to adjust the template
The line chart "Patent Asset Index trend" has the following default settings:
y-axis (vertical): Patent Asset Index
x-axis (horizontal): Reporting date (year end)
Lines: Owner
By default, the attribute "Reporting date (year end)" displayed on the x-axis only shows the past 10 years. Currently, this means that data between 2011 and the present Reporting Date are shown. To recreate the Apple Swatch Use Case, it is thus necessary to adjust the x-axis as outlined below.
1) Click on "Reporting date (year end)" and select "Format x-axis ..." from the dropdown menu. 
2) Access the menu "Edit chart → x-axis → Filter and sort" and use your mouse to move the time slider (▼) from 2011 to 2000.
These settings will allow you to recreate the Apple Swatch Use Case in the PatentSight BI:
Advanced Settings of Line Charts
In the PatentSight BI, the color and style of lines in line charts can be adjusted. To do so, left-click on the line you would like to adjust and select "Change color and line style ...".
In the "Change color and line style" menu, you can adjust the line color, style and weight.
Note: The color selected for an owner will not only be applied to the line chart but to all charts where this owner appears.