Custom Fields

Last updated: July 2021

 

Table of Contents

Introduction

Types of Custom Fields

The Difference between Single-Value and Multiple-Value Custom Fields

Aggregation of Multiple-Value Numeric Custom Fields

Supported Import Formats

How to Import Data to Custom Fields

How to Import Data to Single-Value Custom Fields

How to Import Data to Multiple-Value Custom Fields

How to Use Custom Fields

How to Use Custom Fields in the Search Filter

How to Use Custom Fields in Charts

How to Use Custom Fields in Tables

How to Use Custom Fields in the Result List

How to Administrate Existing Custom Fields

How to Update Existing Custom Fields

Case 1) Adding New Data to Single-Value Custom Fields

Case 2) Overwriting Existing Values in Single-Value Custom Fields

Case 3) Adding New Data to Multiple-Value Custom Fields

Case 4) Overwriting Existing Values in Multiple-Value Custom Fields

Case 5) Adding New Values to Existing Multiple-Value Custom Fields

Case 6) Deleting Values in Existing Custom Fields

Example Analyses Using Custom Fields

Sales Revenue – Mapping Information to Owner Portfolios

Win/Loss Calculation – Displaying Negative Values

Internal Numbers – Bringing Own Identifiers Into the PatentSight BI

Similarity Score – Importing Values From Other Tools

Time Series – Custom Fields and the Reporting Date Concept


 

Introduction

Like tags, Custom Fields allow you to insert your own data into the PatentSight Business Intelligence Analytics Software (BI) and to analyze groups of patents predefined by you. However, in contrast to tags, Custom Fields not only support mapping of text information but also mapping of numeric information to patent families – all you need to do is to import such information into the PatentSight BI.

With Custom Fields, you can map your own text and numeric values to patent families. You can display these values in charts and tables in the PatentSight BI and use them along with PatentSight indicators.

 

Types of Custom Fields

Depending on your use case, you can select between three types of Custom Fields:

Text
The Custom Field type “Text” allows you to map text information to patent families
(e.g., technology classification, products, responsible attorneys, business units, etc.).

Numeric 
The Custom Field type “Numeric” allows you to map numeric information to patent families (e.g., internal scores, licensing revenue, R&D expenses, prosecution costs, etc.).

Notes
The default Custom Field “Notes” is a pre-defined single-value text Custom Field that allows you to enter a comment on each patent family available in the PatentSight BI. “Notes” are displayed in the Result List and visible for and editable by all users in the same account, i.e., you and your colleagues.

When creating a text or numeric Custom Field, you need to select between single-value and multiple-value:

  • Single-value Custom Fields allow you to map only one value per Custom Field to the same patent family.
  • Multiple-value Custom Fields allow you to map one or more values per Custom Field to the same patent family.

 

The Difference between Single-Value and Multiple-Value Custom Fields

Single-Value Custom Fields

Single-value Custom Fields allow you to map only one value per Custom Field to the same patent family. Single-value Custom Fields are best used in the following cases:

  • You are working with the same patent family definition as used in PatentSight.
  • You want to map exactly one numeric or text value per Custom Field to one patent family.

Example:
Each of the patent families P1 to P3 is internally categorized into exactly one internal technology (text, single-value). Moreover, in an internal valuation, each of the patent families P1 to P3 receives exactly one score (numeric, single-value).

 

Multiple-Value Custom Fields

Multiple-value Custom Fields allow you to map multiple values per Custom Field to the same patent family. Multiple-value Custom Fields are best used in the following cases:

  • You are working on document level.
  • You are using a different patent family definition than PatentSight.
  • You want to map one or more numeric or text values per Custom Field to the same patent family.

Example:
The patent family P1 belongs to multiple sub-technologies (text, multiple-value). Moreover, each of the documents D1 to D3, which all belong to the patent family P1, generate a licensing income (numeric, multiple-value).

 

Aggregation of Multiple-Value Numeric Custom Fields

Simple patent families are the smallest unit for analysis available in the PatentSight BI. Therefore, when importing multiple-value numeric Custom Fields, values are aggregated within families in the following cases:

  • A patent family is mapped to more than one value within the same Custom Field.
  • Documents that belong to the same patent family are mapped each to one or more values within the same Custom Field.

When analyzing patent portfolios, the values are aggregated across families. This applies for both multiple-value and single-value numeric Custom Fields.

The default aggregation method within families and across families is the average (AVG). However, you can choose your preferred aggregation method independently for each step. The following five aggregation options are available:

  • AVG (average)
  • SUM (sum)
  • MIN (minimum value)
  • MAX (maximum value)
  • LIST (list of all values)

In the below example, SUM is used as aggregation method within families on family level and AVG is used as aggregation method across families on portfolio level:

 

Supported Import Formats

Zeros (“0”) and Empty Cells

Zeros are counted as the numeric value “0”. Empty cells with no value are ignored. This influences some of the aggregation methods within and across families.

Zeros:

Empty Cells:

Negative Values

Custom Fields support the import of negative values, which can also be displayed in charts.

Decimal and Thousand Separators

Custom Fields support the import of numeric values with decimal or thousand separators.

Important:
Before importing values with decimal or thousand separators, please make sure that you have the same language settings in your data file and in your browser.

Non-Latin Characters

Non-Latin characters are supported. You can import text Custom Fields written in, e.g., Chinese, Japanese, Korean, or Russian.

Letter Case

Custom Fields are case-insensitive. This means that no differentiation is made between upper case (capital) and lower case (small) letters.

 
  • Electrotherapy
  • electrotherapy
  • ELECTROTHERAPY


These three terms will be interpreted as the same text Custom Field.

 

 

Tip:
For details regarding supported patent number formats that can be used for importing Custom Fields, please consult the article "Importable Number Format".

 


 

 

How to Import Data to Custom Fields

Custom Fields are used to map information to patent families. Therefore, the first column in any data file used to import Custom Fields must contain the numbers of the patent documents you plan to map information to. Any subsequent columns should contain the information (= values) that you would like to map to the patent families.

Depending on the kind of information imported, you can choose between numeric and text Custom Fields. Depending on the number of values mapped to one patent family within one Custom Field, you can choose between single-value and multiple-value Custom Fields.

→  How to Import Data to Single-Value Custom Fields

→  How to Import Data to Multiple-Value  Custom Fields

 

 

How to Import Data to Single-Value Custom Fields

To map information to patent families using Custom Fields, you need to begin by preparing a spreadsheet or a similarly formatted document (e.g., MS Excel) with the information you plan to import. Alternatively, you can use the sample data provided in this guide.

The titles in the top row of your list can be used as names for the Custom Fields created.

Patent Numbers
The first column of your data file must contain the numbers of the documents or patent family representatives which you would like to map information to.

Single-value text Custom Field “Internal Technology”
In the above example, column B contains text information that is used to create a single-value text Custom Field. Each cell may contain more than one word. However, only one text value may be mapped to the same patent family.

Single-value numeric Custom Field “Internal Valuation (1-4)”
In the above example, column C contains numeric information that is used to create a single-value numeric Custom Field. Each cell may contain only one numeric value. Only one numeric value may be mapped to the same patent family.

Single-value text Custom Field “Notes”
In the above example, column D is called “Notes”. “Notes” is a predefined single-value text Custom Field that allows you to add comments to each patent family. Entries added to the Custom Field “Notes” are displayed in the Result List and can be seen and edited by all users in your account.

Important:
When importing single-value Custom Fields, each patent family may exist only once in your list!

 

1. In your data file, select the information you would like to import and copy it (“Ctrl + C”). 

 

2. In the PatentSight BI, select “Import data to Custom Field” under “Import” in the main tool bar.

 

3. Paste (“Ctrl + V”) the information copied from your data file into the import dialogue box and click on the arrow icon to move on.

Verify that the correct information has been pasted.
Note: Alternative to pasting, you can select “Open from file” or drag and drop your data file into the import dialog box in the previous step. However, for these alternative import  options, your file must not contain any empty rows above or empty columns to the left of your data columns.

Click on the x icon to delete the information pasted.

Click on the info icon for more information about supported formats.

Under “Separator” you can select your preferred type of separator depending on your import file.  Valid separators are commas (“,”), semicolons (“;”), tab stops, spaces (“ “), and vertical bars (“|”).

 

4. If your import includes numbers that could not be matched, you can click on “Edit matching…” to verify and edit such numbers.

 

5. After editing ambiguous or not matched patent numbers, click on the right arrow to confirm your changes and to move on.

Select to display matched, ambiguous and/or not matched numbers.
Verify the information of matched numbers, including the row from your data file.
Click on the download icon to export the list of matched, ambiguous and/or not matched numbers.
To edit ambiguous or not matched numbers, click on the respective number, type in any corrections and confirm by clicking out or pressing the Enter key.

→ For details regarding supported patent number formats, see "Importable Number Format".

 

6. With this step, you can create new Custom Fields, add data to existing Custom Fields, overwrite data in existing Custom Fields, or ignore columns with redundant data.

The column with the patent numbers is recognized under “Patent family”.

Each further column from your data file is recognized as one Custom Field.

Notes” is recognized as the pre-defined single-value text Custom Field “Notes”.

Click on “Administrate Custom Fields” to administrate existing Custom Fields.

 

7. To create a new Custom Field, click on „Please select Custom Field“ and select „Create new Custom Field...“.

 

8. Define the settings of the new Custom Field and click on the check icon (✔) to confirm.

The column title from your data file is automatically used as the name for the Custom Field. You can edit the name if necessary.
Note: The same Custom Field name cannot be used more than once. This also applies for the usage of the same Custom Field name by different users in the same account.

Under “Type”, select “Text”, if your column contains text values and “Single-value” if your data file contains each family only once.
Note: Once a Custom Field has been created, its type can no longer be changed.

Optional: Under “Advanced settings”, check “Only allow predefined input values” to enter a set of predefined input values for this Custom Field.

Optional: Open “Description” to enter a text that will be displayed as tooltip when you use this Custom Field as measure, grouping, or filter element.

Optional: Open “Sharing settings” to grant other users in your account access to the Custom Field.

 

9. If you have selected “Only allow predefined input values”, any values that do not meet the predefined criteria will be highlighted in red as wrong input. To correct such values, click into the cell and select one of the pre-defined input values. Alternatively, select “Ignore” to ignore this row (i.e., no value will be mapped to this patent family).

 

10. Move on to the next column, click on „Please select Custom Field“ and select „Create new Custom Field...“.

 

11. Define the settings of the new Custom Field and click on the check icon () to confirm.

The column title from your data file is automatically used as name for the Custom Field. You can edit the name if necessary.
Note: The same Custom Field name cannot be used more than once. This also applies for the usage of the same Custom Field name by different users in the same account.

Under “Type”, select “Numeric”, if your column contains numeric values and “Single-value” if your data file contains each family only once.
Note: Once a Custom Field has been created, its type can no longer be changed.

Optional: Under “Advanced settings”, check “Only allow predefined input values” to enter a set of predefined input values for this Custom Field.

Optional: Open “Description” to enter a text that will be displayed as tooltip when you use this Custom Field as measure, grouping, or filter element.

Optional: Open “Sharing settings” to grant other users in your account access to the Custom Field.


12. 
To finalize the Custom Field import, click on the right arrow.


13. 
You can use the Custom Fields created in the search filter, charts, and tables (→ How to Use Custom Fields).

Text and numeric Custom Fields can be used as filter elements in the search filter.

Text and numeric Custom Fields can be used as groupings in charts and tables.

Numeric Custom Fields can be used as measures in charts and tables.

 

 

How to Import Data to Multiple-Value Custom Fields

To map information to patent families using Custom Fields, you need to begin by preparing a spreadsheet or similarly formatted document (e.g., MS Excel) with the information you plan to import. Alternatively, you can use the sample data provided in this guide.

The titles in the top row of your list can be used as names for the Custom Fields created.

 

Patent Numbers
The first column of your data file must contain the numbers of the documents or patent family representatives which you would like to map information to.

Multiple-value text Custom Field
In the above example, column B contains text information that is used to create a multiple-value text Custom Field. Each cell may contain more than one term. More than one value may be mapped to the same patent family.

Ignore (redundant information)
In the above example, column C contains document numbers that relate to the values in column D. Since this is redundant information, you may ignore this column.

Multiple-value text Custom Field
In the above example, column D contains numeric information that is used to create a multiple-value numeric Custom Field. Each cell may contain only one numeric value. More than one numeric value may be mapped to the same patent family.

Important:
When importing multiple-value Custom Fields, each patent family may exist more than once in your list. You can also list different member documents of the same family. However, all information will be aggregated on the patent family level.

 

1. In your data file, select the information you would like to import and copy it (“Ctrl + C”).

 

2. In the PatentSight BI, select “Import data to Custom Field” under “Import” in the main tool bar.

 

3. Paste (“Ctrl + V”) the information copied from your data file into the import dialogue box and click on the arrow icon to move on.

Verify if the correct information has been pasted.
Note: As an alternative to pasting, you can select “Open from file” or drag and drop your data file into the import dialog box in the previous step. However, your file must not contain any empty rows above or to the left of your data columns for these alternative options.

Click on the x icon to delete the information pasted.

Click on the info icon for more information about supported formats.

Under “Separator” you can select your preferred type of separator depending on your import file. Valid separators are commas (“,”), semicolons (“;”), tab stops, spaces(“ “), and vertical bars (“|”).

 

4. If your import includes numbers that could not be matched, you can click on “Edit matching…” to verify and edit such numbers.

5. After editing ambiguous and not matched patent numbers, click on the right arrow to confirm your changes and to move on.

Select to display matched, ambiguous and/or not matched numbers.

Verify the information of matched numbers, including the row from your data file.

Click on the download icon to export the list of matched, ambiguous and/or not matched numbers.

To edit ambiguous or not matched numbers, click on the respective number, type in any corrections and confirm by clicking out or pressing the Enter key.

→ For details regarding supported patent number formats, see "Importable Number Format".

 

6. With this step, you can create new Custom Fields, add data to existing Custom Fields, overwrite data in existing Custom Fields, or ignore columns with redundant data.

The column with the patent numbers is recognized under “Patent family”.

Each further column from your data file is recognized as one Custom Field.

Click on “Administrate Custom Fields” to administrate existing Custom Fields.

  

7. To create a new Custom Field, click on „Please select Custom Field“ and select „Create new Custom Field...“.

 

8. Define the settings of the new Custom Field and click on the check icon (✔) to confirm. 

The column title from your data file is automatically used as the name for the Custom Field. You can edit the name if necessary.
Note: The same Custom Field name cannot be used more than once. This also applies for the usage of the same Custom Field name by different users in the same account.

Under “Type”, select “Text”, if your column contains text values and “Multiple-value” to map one or more values the same patent family.
Note: Once a Custom Field has been created, its type can no longer be changed.

Optional: Under “Advanced settings”, check “Only allow predefined input values” to enter a set of predefined input values for this Custom Field.

Optional: Open “Description” to enter a text that will be displayed as tooltip when you use this Custom Field as measure, grouping, or filter element.

Optional: Open “Sharing settings” to grant other users in your account access to the Custom Field.

 

9. Move on to the next column, click on „Please select Custom Field“ and select „Ignore“ to ignore data.

Note:
The option “Ignore” can conveniently be used to omit columns do not contain information intended for the creation of Custom Fields. Therefore, you do not have to delete such information from your data file.

 

10. Move on to the next column, click on „Please select Custom Field“ and select „Create new Custom Field...“.

 

11. Define the settings of the new Custom Field and click on the check icon (✔) to confirm.

The column title from your data file is automatically used as the name for the Custom Field. You can edit the name if necessary.
Note: The same name cannot be used more than once. This also applies for the usage of the same Custom Field name by different users in the same account.

Under “Type”, select “Numeric”, if your column contains numeric values and “Multiple-value” to map one or more values to the same patent family.

Optional: Under “Advanced settings”, check “Allow different aggregation methods within families and across families” to allow different aggregation methods within families (patent family level) and across families (portfolio level). If left unchecked, the aggregation method that you select on portfolio level in charts or tables will always be adapted as aggregation method on patent family level.
(Advanced Settings: Aggregation of Multiple-Value Numeric Custom Fields)

Optional: Open “Description” to enter a text that will be displayed as tooltip when you use this Custom Field as measure, grouping, or filter element.

Optional: Open “Sharing settings” to grant other users in your account access to the Custom Field.

Advanced Settings: Aggregation of Multiple-Value Numeric Custom Fields

This example illustrates how numeric values are aggregated depending on whether different aggregation methods within families and across families are forbidden or allowed. Within the multiple-value numeric Custom Field “Score”, the patent families P1 and P2, which belong to Company A, are mapped to the following values:

  • The values “-1” and “5” are mapped to the patent family P1.
  • The values “-5” and “1” are mapped to the patent family P2.

Case 1) In this case, different aggregation methods within and across families are forbidden. The values are aggregated with the same aggregation method on both levels.

 Patent Family Level: Example Table with “Patent Family” as Grouping

Portfolio Level: Example Table with “Owner” as Grouping

 

Case 2) In this case, different aggregation methods within and across families are allowed. “MAX” is selected as aggregation method within families.

Patent Family Level: Example Table with “Patent Family” as Grouping

Portfolio Level: Example Table with “Owner” as Grouping

 

12. To finalize the Custom Field import, click on the right arrow.

 

13. You can use the Custom Fields created in the search filter, charts, and tables (How to Use Custom Fields).

Text and numeric Custom Fields can be used as filter elements in the search filter.

Numeric Custom Fields can be used as measures in charts and tables.

Text and numeric Custom Fields can be used as groupings in charts and tables.

 

 


 

How to Use Custom Fields

Custom Fields can be used as filter elements in the search filter, attributes or measures in charts, and groupings and measures in tables. They can also be displayed and even edited in the Result List.

Once you have imported a Custom Field, you can find it in the section “Custom Fields”, e.g., when selecting a filter element.

How to Use Custom Fields in the Search Filter

How to Use Custom Fields in Charts

How to Use Custom Fields in Tables

How to Use Custom Fields in the Result List

You can administrate, edit, or delete existing Custom Fields under “Options > Administrate Custom Fields”.

How to Administrate Existing Custom Fields

 

 

How to Use Custom Fields in the Search Filter

Custom Fields can be used as filter elements in the search filter.

1. To add a Custom Field as a filter element to the search filter, click on “More”. Under “Add filter element”, go to the tab “Custom Fields” and select a Custom Field.

Note:
If you are working in Syntax Mode, enter “CustomField_”. Next, select one of your Custom Fields from the dropdown menu either by clicking on it or by typing its name.

 

2. If you have selected a text Custom Field as a filter element, click on “Add…” and select the values you would like to add to the search filter.

Note:
If you are working in Syntax Mode, use commas (“,”) as separators between the values inside the parentheses.

 

3. If you have selected a numeric Custom Field as a filter element, you can use the slider or enter values after “From:” and “To:” to set a range.

Note:
If you are working in Syntax Mode, enter “TO” between the values to define the range.

 

 

 

How to Use Custom Fields in Charts

Custom Fields can be used as attributes and measures in charts.

1. To create a new chart, click on “Chart” under “Insert” in the main tool bar. Alternatively, you can use one of the templates available under “Analysis templates”.

 

2. Select the chart type, for example, a bar chart. To add a Custom Field as an attribute, open the dropdown menu under “Bars” (or equivalent) and select “More”. Under “Select attribute”, go to the tab “Custom Fields” and select a Custom Field.

 

3. To add a Custom Field as a measure, open the dropdown menu under “x2-axis (horizontal)” (or equivalent) and select “More”. Under “Select attribute”, go to the tab “Custom Fields” and select a Custom Field.

Optional: Select a different → aggregation method across families (e.g., “SUM”). Unless otherwise selected, the default aggregation method is “AVG”.

Optional: Open “Further details” and click on “Edit Custom Field” to edit the → aggregation method within families.
Note: This option is only available for multiple-value numeric Custom Fields.

 

4. To add another Custom Field as a second attribute, open the dropdown menu under “Slice bars by” (or equivalent) and select “More”. Under “Select attribute”, go to the tab “Custom Fields” and select a Custom Field.

 

In this sample bar chart, the Custom Fields “Internal Technology” and “Internal Sub-Technology” are used as groupings, while the Custom Field “Licensing Income (US $)” and the Patent Asset Index™ are used as measures on the two x-axes.

 

How to Use Custom Fields in Tables

Custom Fields can be used as vertical grouping or measure in tables.

1. To create a new table, click on “Table” under “Insert” in the main tool bar. (Alternatively, you can use one of the templates under “Analysis templates”.)

 

2. To add a Custom Field as a vertical grouping, click on the green plus icon (+) next to “Vertical Grouping”. Under “Add vertical grouping”, go to the tab “Custom Fields” and select a Custom Field.

 

3. To add a Custom Field as a measure, click on the green plus icon (+) next to “Measures”, go to the tab “Custom Fields” and select a Custom Field.

Optional: Select a different → aggregation method across families (e.g., “SUM”). Unless otherwise selected, the default aggregation method is “AVG”.
Note: This option is only available for numeric Custom Fields.

Optional: Open “Further details” and click on “Edit Custom Field” to edit the → aggregation method within families.
Note: This option is only available for multiple-value numeric Custom Fields.

 

4. To use your Custom Fields in combination with other indicators, you can add measures that are already available in the PatentSight BI, e.g., the Patent Asset Index™ and its constituent indicators.

In the above example, the multiple-value text Custom Field “Internal Sub-Technology” is used as the vertical grouping.

In this specific example, the sum of the multiple-value numeric Custom Field “Licensing Income (US $)” correlates with the Patent Asset Index™.

In this specific example, the average of the single-value numeric Custom Field “Internal Valuation (1-4)” correlates with the average Competitive Impact™.

 

 

 

How to Use Custom Fields in the Result List

Custom Fields that have been marked as favorites under → Administrate Custom Fields are displayed and can be edited in the Result List. The only Custom Field that is always displayed by default is “Notes”.

 

1. Add a Custom Field, e.g., “Notes”, to the search filter.

 

2. Open the → Result List (“Analysis templates” > “Favorites”) and scroll down to the bottom of the patent family viewer.

 

3. Click into the text box under “Notes” to add, edit, or delete comments.

Important:
The single-value text Custom Field “Notes” is visible for and editable by all users in the same PatentSight account.

 

4. To display other Custom Fields in the Result List, click on “Administrate Custom Fields” in the card “Custom Fields”.

 

5. Under “Administrate Custom Fields”, click on the star icon () under “Favorites” to mark Custom Fields as favorites to display them in the Result List.

6. In the Result List, click on a Custom Field to edit the value(s).

Edit the Custom Field value mapped to the patent family.

For multiple-value Custom Fields, click on “Add text…” or “Add numeric …” to map additional values to the patent family within this Custom Field.

Click on the bin icon to delete the Custom Field value mapped to the patent family.

 

7. Click on the gear wheel icon () in the top left corner of the Result List and select “Switch to customized layout“ to display Custom Fields as separate cards. Use drag and drop to arrange cards to their desired position.

In this example, four Custom Fields are arranged to their respective positions of the Result List.

 

 


How to Administrate Existing Custom Fields

 

1. To administrate your existing Custom Fields, click on “Administrate Custom Fields” under “Options” in the main tool bar.

 

2. Administrate your Custom Fields.

The overview includes Custom Fields created by you and Custom Fields that have been shared with you by other users in the same account.

Mark Custom Fields as favorites (★) to display them in the → Result List.

Click on “Edit data…” to access an overview of patent families and the values mapped to them within the Custom Field.

Click on the pencil icon to edit the settings of the Custom Field.

Click on the bin icon to delete the Custom Field. 

 

3. Click on “Edit data…” to edit or delete values mapped to patent families within this Custom Field.

In the second column, click into a cell to edit the value mapped to the patent family that is displayed in the same row.

A bin icon will be displayed as you hover your mouse cursor over each row. Click on the bin icon to remove a value from the patent family in this row.

Click on the download icon to download the full list shown under “Edit Custom Field data” as an Excel file. 

Click on the copy icon to copy the list shown under “Edit Custom Field data” to the clipboard. Note that only visible (= loaded) rows will be copied.

 

4. Click on the pencil icon to edit the settings of the Custom Field.

Edit the name of the Custom Field.
Note: The type of the Custom Field cannot be edited.

Edit the advanced settings of the Custom Field. For multiple-value numeric Custom Fields, you can edit the → aggregation method. For Custom Fields with predefined input values, you can → edit the predefined input values.

Add or edit the description of the Custom Field displayed in its tooltip.

Edit the sharing settings of the Custom Field.

Click on “Clear Custom Field values” to delete all values mapped to patent families within this Custom Field.
Note: This action will not delete the Custom Field.

 

For Custom Fields that have been set up with predefined input values, you can add, edit, or delete the predefined input values under “Advanced settings”.

Note: It is not possible to add predefined input values to Custom Fields that have been set up without predefined input values. It is also not possible to undo the setting “Only allow predefined input values” for Custom Fields that have been set up with predefined input values. It is only possible to add, edit, and delete the predefined input values.

Click on “Add text…” to add another predefined value.
Click on the pencil icon to edit a predefined input value. By editing a predefined input value (e.g., “Surgical Instruments B” into “Surgical Instruments D”), the existing value will be overwritten by the edited value for all patent families that have been previously mapped to it.
Click on the bin icon to delete a predefined input value. By deleting a predefined input value, this value will be removed from all patent families that have been mapped to it.

 

 


How to Update Existing Custom Fields

Once created, Custom Fields may require regular updates. Such updates might include the addition of new data, the update (overwriting) of values, or the addition of new values.

  • The term “data” refers to the connection between patent families and values within a Custom Field, e.g., the patent family “EP3579789.A1” in combination with the value “2” within the numeric Custom Field “Internal Valuation (1-4)”.
  • The term “value” refers to the text or numeric value mapped to a patent family within a Custom Field, e.g., “MRI Technology”, “3”, or “To be reviewed by BU A”.

To add data, to update values, or to add values to existing Custom Fields, you can re-run the “→ Import data to Custom Field” dialogue using an updated data file. 

 

Single-Value Custom Fields

Multiple-Value Custom Fields

Addition of new data (= new patent families with new values) to a Custom Field

→ Case 1)

→ Case 3)

Overwriting (Updating) values that have been mapped to the patent families within a Custom Field

→ Case 2)

→ Case 4)

Addition of new values to values that have been mapped to the patent families within a Custom Field

→ Case 5)

Deleting values that have been mapped to the patent families within a Custom Field

→ Case 6)

Note:

If you have set predefined input values while creating a Custom Field, it is not possible to add values to this Custom Field that do not meet the predefined criteria.

To add values that are different from predefined input values, you first need to → edit the predefined input values in the advanced settings of this Custom Field.

 

 

Case 1) Adding New Data to Single-Value Custom Fields

After the evaluation of new patent families in an owner’s portfolio, new data needs to be added to the single-value numeric Custom Field “Internal Valuation (1-4)”.

Existing Data

 

Additional Data

1. Prepare a data file with the additional data you would like to import. You can either keep or omit rows with data that has already been imported before.

2. Import the additional data. Make sure that the existing Custom Field (here: “Internal Valuation (1-4)”) is selected.

3. Click on the check icon to confirm.

  • The value “2” is now mapped to the added patent family EP3579789.A1.
  • The values “3” and “1” previously mapped to the patent families AU3638500.A and CN101495048.A have not changed and are retained.

 

 

Case 2) Overwriting Existing Values in Single-Value Custom Fields

After a re-evaluation of an owner’s patent portfolio, some values within the single-value numeric Custom Field “Internal Valuation (1-4)” need to be replaced by updated values.

Current Values

 

Updated Values

 
1. Prepare a data file with the updated values you would like to import. You can either keep or omit rows with values that do not need to be updated.

2. Import the updated data file. Make sure that the existing Custom Field (here: “Internal Valuation (1-4)”) is selected.

3. Click on the check icon to confirm.

  • The values “3” and “2” previously mapped to the patent families AU3638500.A and EP3579789.A1 have been overwritten with the new values “1” and “4”.
  • The value “1” previously mapped to the patent family CN101495048.A has not changed and is retained.

 

Case 3) Adding New Data to Multiple-Value Custom Fields

After new patent families in an owner’s portfolio have been classified, new data needs to be added to the multiple-value text Custom Field “Internal Sub-Technology”.

Existing Data

 

Additional Data


1. Prepare a data file with the additional data you would like to import. You can either keep or omit rows with data that has already been imported before.

2. Import the updated data file. Make sure that the existing Custom Field (here: “Internal Sub-Technology”) is selected.

3. Click on the check icon to proceed.

  • The patent family AU3638500.A is still mapped to the values “MRI Technology A” and “MRI Technology B”.
  • The patent family GB2372211.A is now mapped to the values “MRI Technology A” and “MRI Technology C”.

Case 4) Overwriting Existing Values in Multiple-Value Custom Fields

After a reclassification to different sub-technologies, some values within the multiple-value text Custom Field “Internal Sub-Technology” need to be replaced by new values.

Existing Values

 

Updated Values

 

1. Prepare a data file with the updated values you would like to import.

2. Import the updated data file. Make sure that the existing Custom Field (here: “Internal Sub-Technology”) is selected.

3. Click on the check icon to confirm.

  • The patent family AU3638500.A is now mapped to the following three values:
    • “MRI Technology C”
    • “MRI Technology D”
    • “MRI Technology E”
  • AU3638500.A is no longer mapped to “MRI Technology A” or “MRI Technology B”.

 

Case 5) Adding New Values to Existing Multiple-Value Custom Fields

After the classification to additional sub-technologies, values need to be added to patent families within the multiple-value text Custom Field “Internal Sub-Technology”.

Existing Values

 

Additional Values

1. Prepare a data file with the additional values you would like to import.
Important: To avoid the duplication of values, remove all values that have been previously imported and include only the new, additional values. This is particularly important when working with multiple-value numeric Custom Fields.

2. Import the updated data file. Make sure that the existing Custom Field (here: “Internal Sub-Technology”) is selected. Select “add to existing data”.

  • The patent family AU3638500.A is now mapped to the following five values:
    • “MRI Technology A”
    • “MRI Technology B”
    • “MRI Technology C”
    • “MRI Technology D”
    • “MRI Technology E”

 

Case 6) Deleting Values in Existing Custom Fields

It is not possible to overwrite (delete) existing values by importing blanks (empty cells) to Custom Fields.

In this example, the patent family AU3638500.A was given the score “3.5”, which has been imported as value within the Custom Field “Score”. After a reassignment of this patent family to a different owner, this value needs to be removed from the Custom Field “Score”.

Current Value

 

New Value

  • The patent family AU3638500.A is now mapped to the following value:
    • “3.5” 

Explanation:
A blank (= no value, empty cell) cannot be used to overwrite a value via the import dialogue. Even if the value “blank” is imported to the Custom Field “Score”, the initial value (here: “3.5”) will stay mapped to the patent family AU3638500.A.


To remove values from patent families within an existing Custom Field, you can use one of the following options:

a) Access → “Options” > “Administrate Custom Fields” > “Edit data...” and delete values from patent families by clicking on the bin icon.

b) Display the Custom Field in the → Result List and delete values from patent families by clicking on the bin icon.

c) For the removal of many values, delete the entire existing Custom Field and re-import the Custom Field using an updated data file.

d) For text Custom Fields, instead of using blanks, you can overwrite existing values using “n.a.” or “–” and later exclude these values from your analyses.

 

 


 

Example Analyses Using Custom Fields

Sales Revenue – Mapping Information to Owner Portfolios

The bubble chart below compares the sales revenue of five chemical companies and the Patent Asset Index of these companies’ patent portfolios.

Sales (US $)” (y-axis) is a multiple-value numeric Custom Field. To create this Custom Field, the sales value* of each of the five companies from the year 2018 was mapped to each patent family in the portfolio of the respective company. For example, the numeric value “86.000.000.000” was mapped to all families in the portfolio of BASF. In the chart, the average (AVG) was selected as aggregation method.

* The sales values used in this example are based on own research and not provided in the PatentSight BI.

Tip: 
The current version of Custom Fields supports the mapping of values to patent families, but not to other entities such as, e.g., ultimate owners. For analyses of whole owner portfolios, it is sufficient to map the numeric value to only one active patent family per owner portfolio instead of mapping the same numeric value to each patent family in the owner portfolio. Since the average is used as aggregation method, this family should not be co-owned by any other owner.

 

Win/Loss Calculation – Displaying Negative Values

With Custom Fields, you can import negative numeric values and display them in charts. The bar chart below compares the win/loss indicator of the three products A, B and C with the average Competitive Impact of the patent families related to these products.

Product (A-C)” (y-axis) is a single-value text Custom Field. To create this Custom Field, each patent family in an owner portfolio was mapped to one of the products A, B or C.

Win/Loss Indicator” (x-axis) is a single-value numeric Custom Field. To create this Custom Field, each of the patent families was also mapped to the numeric value calculated for the product this patent family is related to. For example, the numeric value “2.3” was mapped to all families that were mapped to “Product B”.

In this example, patent families that belong to Product A have the lowest average Competitive Impact. At the same time, Product A has a negative win/loss indicator of -5.2.

 

Internal Numbers – Bringing Own Identifiers Into the PatentSight BI

Custom Fields allow you to bring internal identifiers used in your organization, such as patent numbers in a specific format or internal file numbers, into the PatentSight BI.

This is particularly convenient for integrating data exported from PatentSight tables into internal systems.

Importing internal numbers as Custom Fields can also be convenient for review processes and other workflows that include the Result List.

 

Tip: 
Since family definitions can be different, we recommend using multiple-value text Custom Fields when importing internal numbers.

 

Similarity Score – Importing Values From Other Tools

Custom Fields allow you to import and work with scores, indicators, and other numeric values that are not available in the Custom Analysis. The below bubble chart is grouped by owners and compares the number of patent families found by the → Similarity Search with the average Similarity Score of these patent families.

Similarity Score” (x-axis) is a single-value numeric Custom Field. To create this Custom Field, a list of patent families found by the Similarity Search with the corresponding Similarity Score (Narrow Field: 0.8 to 1.0) was exported as Excel file and subsequently imported into the Custom Analysis.

In this example, Enercon’s patent families have the highest average Similarity Score while GE owns the highest number of patent families found by the Similarity Search.

 

 


Time Series – Custom Fields and the Reporting Date Concept

The present version of Custom Fields does not support the Reporting Date Concept in the same way as most of the PatentSight indicators. It is not possible to map a values to patent families and, at the same time, to certain points in time to display the development over time.

Although several values can be mapped to the same patent family using multiple-value Custom Fields and although several Custom Fields can be imported at once, values from different Custom Fields are not directly linked to one another.

When importing a table with two Custom Fields (here: “Date” and “Value”), the values are imported per column (= Custom Field) and not per line. For example, there is no connection between the date “2017/12/31” and the value “368” that are both mapped to the patent family P1.