Data Grouping is a feature that enables you to consolidate data together for better visualization. A set of assignees, agencies, agents, inventors, or examiners can be treated as one variable based on your definition.
Create a Group
1. Go to Data Grouping.
2. Select the Group Category from the dropdown - if you want to group by Assignee, Agency, or Agent/Inventor/Examiner.
3. Enter the Name of the Party directly in the search box. To view the names you have in your project, click on the Select a Party icon.
Note: You can also use the Corporate Affiliation icon to select affiliates.
4. Use the Filter and tick the checkboxes of the parties you want to combine in a group. Then, click on Confirm.
Note: You may select multiple party names across different filter categories.
5. Once you have selected the parties that you wish to combine, click on Search.
6. An Expanded Search Results will be displayed. It will show the number of patents involving the party/ies’ names selected and based on the category selected in the previous step.
Review the list and tick the checkboxes for the parties you want to group together. Then, click Save.
The example below shows the count of patents by organization (pledgee, assignee, assignor) for the 3 parties (United Video Properties, Rovi Guides, Tessera).
7. Create a Group Name and click on Save.
Use Data Grouping in Analysis
Either in Basic or in Advanced Analysis, you can use your saved data groups as individual variables.
1. Go to Patent Analysis and choose between Basic or Advanced.
2. Set your parameters. Data groups are only available for assignee, agency, agent, inventor, and examiner.
3. Click on Select Data and you will see the data groups that you have created (under Assignee).
4. Select your data group/s and compare it with other party names in the list. Then, click on Generate Chart.
5. A new Matrix Chart will be generated based on your selection.