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Manual

Analytics

The Insightloupe platform hosts an enormous amount of data related to the project and users can interact with this data by creating charts. You can perform analytics based on the documents that are uploaded from the upload data section in the manage module of the project. Charts created in Analytics Module can be added to Background module and Interactive reports modules. The Analytics module has three different tabs:

  • Charts
  • Indicators
  • Scorecards

Access to Analytics Module

The Analytics module can be accessed from the hamburger menu:

  1. Click on the menu and select the project from the project section for which you want to access the Analytics module.
  2. Click on the Analytics module in the sub-menu of the projects.

Charts

There are different types of chart categories that users can create in the Analytics module.

  • Project Charts
  • My Charts
  • Project KMX Maps
  • My KMX Maps
  • Project Citation Charts
  • My Citation Charts

Project Charts

Charts created under Project Charts will be visible to all users that have access to the project. Multiple chart formats such as bar, line, bubble, pie, among others can be created based on the requirement.

Create Chart

Follow the steps provided below to create a chart:

  1. Click on the New Chart button in the project chart section.
  2. Select the document type from the document types dropdown for which you want to create the chart.
  3. Click on the chart type dropdown and select the chart that you want to create.
  4. Select the parameter(s) to create a chart.
    • The number of parameters depends upon the selected chart.
    • Select/update custom values or top values for the parameter by clicking on the Select button in the parameter section.
    • Change the default parameter value and add custom values to the selected parameter by clicking on the Select button in the parameter section.
  5. Click on the Create button to create the chart.

Different Chart Types

Charts on Insightloupe can be categorized as:

  • Two-Dimensional Charts
  • Three-Dimensional Charts
  • Bar + MultiLine Chart
  • Mekko Chart
  • Quadrant Chart
  • Indicators Chart
  • Small Multiple Chart

Two and Three Dimensional charts here refer to the number of parameters that can be displayed in the chart. E.g. charts with two parameters (parameter 1 and document count) can be classified as two-dimensional charts and charts with three parameters (parameter 1, parameter 2, and document count) as three-dimensional charts.

Two-Dimensional Charts

Insightloupe offers a variety of two-dimensional charts such as Bar Chart, Pie Chart, Line Chart, and World Map Chart.

  • Bar Chart - It offers advanced settings to make the following changes:

    • Select Y Value parameter: scorecards and indicators can be used as the Y value parameter.
    • Bar Direction: Charts can be displayed in horizontal and vertical bars.
    • Font Size
    • Change the order of parameter: The order of the parameter can be changed to Name ascending or descending order and Count ascending or descending order.
    • Turn data labels on/off

  • Pie Chart - It offers advanced settings to make following changes:

    • Font Size
    • Legend Position

  • Line Chart - It offers advanced settings to make the following changes:

    • Select Y Value parameter: scorecards and indicators can be used as the Y value parameter.
    • Font Size
    • Change order of parameter: The order of the parameter can be changed to Name ascending or descending order and Count ascending or descending order.
    • Turn data labels on/off

  • World Map - The world map chart will display the count of documents filed/published under different jurisdictions. The variation in color intensity will represent the document count. Lighter colors denote fewer documents and darker colors denote more documents. It offers advanced settings to make the following changes:

    • Select Y Value parameter: scorecards and indicators can be used as the Y value parameter.
    • Font Size
Three-Dimensional Charts

Insightloupe offers a variety of three-dimensional charts such as a Stacked chart, Grouped chart, Bubble chart, Heat map, Multi-line chart.

  • Stacked Bar Chart - It offers advanced settings to make the following changes:

    • Select Y Value parameter: scorecards and indicators can be used as the Y value parameter.
    • Bar Direction: Charts can be displayed in horizontal and vertical bars.
    • Font Size
    • Legend Position
    • Change order of both parameter: The order of the parameter can be changed to Name ascending or descending order and Count ascending or descending order.
    • Turn data labels on/off

  • Grouped Bar Chart - It offers advanced settings to make the following changes:

    • Select Y Value parameter: scorecards and indicators can be used as the Y value parameter.
    • Bar Direction: Charts can be displayed in horizontal and vertical bars.
    • Font Size
    • Legend Position
    • Change order of both parameter: The order of the parameter can be changed to Name ascending or descending order and Count ascending or descending order.
    • Turn data labels on/off

  • Bubble Chart - It offers advanced settings to make the following changes:

    • Select Y Value parameter: scorecards and indicators can be used as the Y value parameter.
    • Font Size
    • Change order of both parameter: The order of the parameter can be changed to Name ascending or descending order and Count ascending or descending order.
    • Turn data labels on/off

  • Heat Maps - It offers advanced settings to make the following changes:

    • Select Y Value parameter: scorecards and indicators can be used as the Y value parameter.
    • Font Size
    • Change order of both parameter: The order of the parameter can be changed to Name ascending or descending order and Count ascending or descending order.
    • Turn data labels on/off

  • Multi-Line Chart - It offers advanced settings to make the following changes:

    • Select Y Value parameter: scorecards and indicators can be used as the Y value parameter.
    • Font Size
    • Legend Position
    • Change order of both parameter: The order of the parameter can be changed to Name ascending or descending order and Count ascending or descending order.
    • Turn data labels on/off
Bar + Multiline Chart

Follow the steps provided below to create a bar + multiline chart:

  1. Click on the new chart button in the charts section.
  2. Select the document type and select the chart type to Bar + Multiline
  3. Select parameter 1 for the bar chart and select the parameter 2 for the line chart.
    • For parameter 2 user must select at least 2 values.
    • Select/update custom values or top values for the parameter by clicking on the Select button in the parameter section.
  4. Click on the Create button to create the chart.

It offers advanced settings to make the following changes for bar chart(parameter 1) and Multi-line(parameter 2):

  • Select Y Value parameter: scorecards and indicators can be used as the Y value parameter.
  • Chart Element Order: The order of the parameter can be changed to Name ascending or descending order and Count ascending or descending order.
  • Font Size
  • Turn data labels on/off
  • Legend Position

Mekko Chart

Follow the steps below to create a mekko chart:

  1. Click on the new chart button in the charts section.
  2. Select the document type and select the chart type to Mekko.
  3. Select parameter 1 and parameter 2 from the dropdown.
    • Select/update custom values or top values for the parameter by clicking on the Select button in the parameter section.
  4. Click on the Create button to create the chart.

It offers advanced settings to make the following changes:

  • Font Size
  • Legend Position
  • Change order of both parameter: The order of the parameter can be changed to Name ascending or descending order and Count ascending or descending order.
  • Turn data labels on/off

Quadrant Chart

In the quadrant chart, a bubble is created for each value of the selected parameter (e.g. assignees, inventors, etc.) and the size of the bubble indicates the document count. The position of bubbles depends on the score of indicators for that specific value of the parameter. You can change font size and legend position from advanced settings.

Follow the steps below to create a quadrant chart:

  1. Click on the new chart button in the charts section.
  2. Select the document type and select the chart type to Quadrant Charts.
  3. Select parameter 1 and select the X-axis and Y-axis indicators.
    • X-axis and Y-axis dropdown will have indicators that users have created in the indicators section.
  4. Click on the Create button to create the chart.

Indicators Chart

Indicators can be used to benchmark clusters of documents on custom parameters. The Normalized Total Score in the indicator chart is based on a weighted combination of certain parameters called indicators.

Follow the steps provided below to create an indicators chart:

  1. Click on the new chart button in the charts section.
  2. Select the document type (only patent document types are allowed) and select the chart type to Indicator Charts.
  3. Select the parameter 1 which you want to be benchmark based on the selected indicators and parameter 2 will be selected as Indicators by default.
  4. Select indicators from parameter 2 dropdown.
    • Maximum 10 indicators can be selected.
  5. Select weightage of each indicator and click on Save button.
    • Total weightage of all the selected indicators should be 100%.
    • The selected indicators are in the order in which you have selected, but you can use the drag and drop icon to rearrange them in the chart to display in the order you want.
  6. Click on the Create button to create the chart.

It offers advanced settings to make the following changes:

  • Font Size
  • Change order of parameter: The order of the parameter can be changed to Name ascending or descending order and Count ascending or descending order.
  • Turn data labels on/off

Small Multiple Chart

If you want to compare multiple elements and need an individual chart for each element, use this chart type. The Small Multiple Chart Parameter dropdown will have the specific values of the selected field on which you want to create an individual chart and based on parameter 1 and parameter 2 selected further you can compare the individual charts.

Follow the steps provided below to create a Small Multiple Chart:

  1. Click on the new chart button in the charts section.
  2. Select the document type and select the chart type to Small Multiple Charts.
  3. Select the small multiple chart type (line, stacked, grouped bar) from the dropdown.
  4. Select the small multiple chart parameter from the dropdown and select the values by clicking on the select button corresponding to the parameter selected.
    • The number of charts created will depend on the number of selected values.
  5. Select parameter 1 and parameter 2 from the dropdown on which you want to compare the charts.
  6. Click on the Create button to create the chart.

It offers advanced settings to make the following changes:

  • Select Y Value parameter: scorecards and indicators can be used as the Y value parameter.
  • Font Size
  • Legend Position
  • Change order of both parameter: The order of the parameter can be changed to Name ascending or descending order and Count ascending or descending order.
  • Turn data labels on/off

Edit Chart

To edit any saved chart users can use the edit chart option.

Follow the steps provided below to edit a chart:

  1. Click on the chart that you want to edit.
  2. Click on the Edit Chart option in the breadcrumb to edit the chart.
  3. Users can edit the document type, chart type, and parameter, and can also toggle the advanced setting of the chart.
  4. All the changes will be saved automatically.

Change the Color Palette

Insightloupe offers to create different color palettes to color different elements of charts. For each project, a default color palettes is created but they can be modified from the project management.

Follow the steps provided below to change the color palette of the charts:

  1. Click on the chart that you want to change the color palette.
  2. Click on the Edit Chart option in the breadcrumb to edit the chart.
  3. Click on the Choose palette option in the breadcrumb to change the color palette.
    • Pop-up windows will have a pre-existing color palette and a new color palette added by the user.
  4. Select the color palette from the list and click on the Select button.
  5. All the changes will be saved automatically.

Clone chart

Users can also clone the existing chart in the project chart or my chart section. Follow the steps provided below to clone the chart:

  1. Select the chart that you want to clone and click on the chart.
  2. Click on the Clone Chart As button dropdown option in the breadcrumb.
  3. There are 2 options by which the user can clone the chart:
    • My chart: The chart will be cloned to the My chart section and will be only visible to you.
    • Project chart: The chart will be cloned to the Project chart section and will be visible to users having access to the project.

Download Chart

Charts can be downloaded in image or excel format for offline use. Follow the steps provided below to download the chart:

  1. Select the chart that you want to download and click on the chart.
  2. Click on the Download button dropdown option in the breadcrumb.
  3. There are four ways by which users can download the chart:
    • ESP vector Drawing: The chart will be downloaded in an ESP format file. It will be a high-resolution image.
    • PDF vector Drawing: the chart will be downloaded in a pdf format file.
    • PNG bitmap image: the chart will be downloaded in a png format file.
    • Chart data: This option will download the chart data in the excel file format file.

Delete Chart

Follow the steps provided below to delete the chart:

  1. In the Charts section hover your mouse over the chart to see the delete icon.
  2. Click on the delete icon and click yes on the final prompt.

KMX Maps

Insightloupe KMX Maps brings to Insightloupe the same technology used in Evalueserve KMX text analytics application.

What are the key benefits?

  • KMX Maps provide a data-driven overview of the most prominent topics covered by the documents in an Insightloupe project.
  • In addition to the technology tags, they provide another perspective on the project data.
  • Helps you to quickly identify documents with similar terminology.
  • KMX Maps are generated without any human intervention or effort.

What do I see?

  • Dots - Each dot represents a single document (i.e. a patent, an article, or a representative family member). Hover your mouse over the dot to see some details. Double-click the dots to see the document on the Records page.
  • Clusters - Dots that are close together on the map share similar terms. If many documents pack together closely to form a cluster, it means that certain terms are shared across a significant subset of documents; i.e. they cover an important topic or theme.
  • Cluster labels - By default Insightloupe annotates each cluster with the three most common terms in that cluster. This will give you a sense of the topic represented by the cluster. The analyst who prepared the chart also has the option to replace the default terms in case they are not so meaningful.
  • Contours and peaks - Both the contours and peaks help you identify the clusters with the highest density. A cluster with a higher peak contains more documents than a cluster with a lower peak.
  • Colored dots - Analysts can color code dots with specific field values using brushes. You can use this to highlight documents of a certain assignee or technology tag. The brush legend is shown in the top right corner.
  • Greyed-out cluster labels - To improve the legibility of the map you have the option to show only those few cluster labels that are in the foreground. Cluster labels in the background are greyed out. Rotate the map to see how the label formatting changes.
  • Greyed-out dots - In some cases the analyst who created the map applied a filter to emphasize a subset of documents. Filtered-out documents were used to generate the map but show up as greyed-out dots.
  • Magnifying glass icon - Click the magnifying glass in the top right corner to launch a fully interactive map. From there you also have access to the brushes and filters.

Citation charts

Insightloupe citation charts provide an overview of the history and key documents in your project:

  • Citation charts are based on the top 100 most cited families in the project.
    • The top 100 families are computed by counting all citations or in-project citations only.
  • By default, we only show top 15 families with most citing document. However, to view the entire result, you can click on the loupe icon and click on Big Chart.
  • In the citation chart, a square in each row in the chart represents a single family. Families that cite each other are connected by arrows.
    • The incoming citation count for the family is calculated by combining and de-duplicating the citing document of the family members uploaded on the project.
  • You can optionally group the families by Technology tag or assignee. Multiple assignees or tags assigned to the same family are shown in a distinct color.
  • Double-click a family to view it on the Documents module.

Indicators

Intelligence studies typically include benchmarking assignees, technologies, etc. on custom parameters. Indicators are used to define these custom parameters for conducting further analysis. Insightloupe provides seven default indicators for patents that are generated when a user visits the indicators section. The score for these indicators is calculated automatically. The following are the default indicators provided:

  • Family Member Count
  • Forward Citation Strength
  • Claim Length
  • Document Count
  • Family Legal Status
  • Member Legal Status
  • Claim Broadness

There are two type of indicators that can be created:

  • Regular Indicators: These indicators calculate score on the documents from score assigned to the value in the field value mapping. These scores are further normalised on a scale from 0 to 1 with 1 being the maximum score.

These indicators can be used in creating indicator chart, quadrant chart, scorecards, and in the Y-axis parameter of the charts.

  • Tabular Indicators: In these indicators the fixed/static score assigned to a values in field value mapping is considered the final score. For e.g. if assignee A is provided a score of 4 for a tabular indicator and it has 6 patents, this indicates that assignee A has a score of 4, not that each of its patents has a score of 4.

These indicators can be used in the Y-axis labels of the Bar and Line chart and in indicator chart.

How Indicators Work

The indicator score is calculated at the document level as well as at the collection (assignee, technology tags, publication date, etc.) level. Snippets are used to define a formula to calculate the score on the document level and Aggregate Type is used to define how the score is calculated for a collection.

Add New Indicators

The Users can add more indicators other than the six default indicators according to the project requirements.

Follow the steps provided below to add a new indicator:

  1. Click on the Add Indicator button in the indicators section.
  2. Edit the name and provide a description of the indicator.
  3. In the Field Value Mapping section click on the Select Field dropdown and select the field from the dropdown.
    • In the pop-up window users can select the top values or can select the custom values to which they want to add scores.
    • Add multiple fields like assignee as well as technology if you want to define a parameter based on both of these. Other fields can be added as well.
  4. Provide the scores that are defined for the selected value(s).
  5. Leave the snippet empty to create a tabular indicator otherwise click on the Generate Snippet button to automatically generate a formula for calculating the score for a document.
    • aggregate in the snippet indicates how the score of the document will be calculated if it has multiple values for the selected field and can be changed to max, min, sum, or avg.
  6. Select the Aggregate Type from the dropdown option.
  7. Click on the Save button to save all changes.

Test Indicator

Users can also test the indicators to verify that the indicator is working properly. The documents for testing the indicator will be selected by filtering them based on the values on which the indicator is created. It will only pick the documents which have at least one of the values of the field selected by the users.

Follow the steps below to test an indicator:

  1. In the analytics module, go to indicators and select the indicator for which you want to run the test.
  2. Click on the Test button to run the test.
  3. Test results will be visible and will show the Documents Details along with the score of the random 10 documents w.r.t the indicator.

Edit Indicator

Follow the steps below to edit indicators:

  1. Click on the indicator that you want to edit.
  2. Click on the Edit button to edit the indicator.
  3. Users can edit the indicator name, description, aggregate type, snippet, and field value mapping of the indicator.
  4. Click on the Save button to save all changes.

Delete Indicator

Follow the steps below to delete indicators:

  1. Select the indicator that you want to delete.
  2. Click on the delete icon beside the indicator name and click yes on the final prompt.

Scorecards

The scorecard can be used to provide a cumulative score for a document based on the different indicators. The score of the scorecard is normalized at a scale of 0-1 where the max score among documents is considered as 1. By default two scorecards are generated in the scorecard section:

  • Family Strength
  • Document Strength

A scorecard can be created by adding multiple indicators and assigning relative weights to them. These indicators are referred to as base indicators while creating a scorecard.

Parameters (indicators) for a scorecard can be categorized into sub-parameters to assign cumulative weights. These categories are referred to as compound indicators.

The weightage of each indicator represents the percentage of the score for the individual indicator used in the scorecard. e.g. if a document has a score of 2 on a particular indicator and the progress bar is at 50%, the score for that document on that indicator would be considered as 1.

Add New Scorecard

Scorecards can be used to sort documents on the documents module or technology/company profiles and to define the Y-axis parameter of the chart. Follow the steps below to create new scorecards:

  1. Click on the Add Scorecard button on the scorecard section and edit the name of the scorecard.
  2. Click on the Add New Indicator dropdown to select the indicator and select the indicator type.
    • If the users choose a compound indicator in the dropdown, they can use the + icon to add additional compound and base indicators.
    • If users create a compound indicator, it should have at least 1 base indicator.
  3. Assign weightage to the indicators using the bar and click on the Save button to save all changes.

Edit Scorecard

Follow the steps below to edit the scorecard:

  1. Click on the scorecard that you want to edit.
  2. Click on the Edit button to edit the scorecard.
  3. Users can edit the scorecard name, add a new indicator to the scorecard, delete indicator, and adjust the progress bar of a specific indicator.
  4. Click on the Save button to save all changes.

Delete Scorecard

Follow the steps below to delete the scorecard:

  1. Select the scorecard that you want to delete.
  2. Click on the delete icon beside the scorecard name and click yes on the final prompt.

Chart Drill-Down

Insightloupe allow user to drill down to any charts and read the underlying documents of the particular data point. To Drill down and view the data set of particular data point users can double clicking on the chart element to view the document set.

Loupes on Chart

Overview

Any Insightloupe chart has a Loupe, a menu that acts as an entry point to further explore that chart. You can always use the Loupe to show a full-size version of a chart and in addition, several options are available (depending on the type of chart).

Big Chart

Available for: bubble charts

What is it?

Any bubble chart on Insightloupe has an associated Big Chart that provides an expanded picture beyond the data points shown in the original chart. Insightloupe automatically expands the chart in a meaningful way; for example by including the top 200 assignees, the full-time range covered by the project, or all children of the parent tag shown in the original chart.

How can I use it?

  • You can navigate the Big Chart using the mini chart that appears after clicking the Show Context button.
  • Click and drag in the mini chart to bring a specific area in focus. You can move and resize the focus window to change your perspective.
  • Best Fit will resize the focus window to show the maximum amount of tick labels.
  • The two left buttons will allow you to change the sorting and clustering settings of the chart.
  • Clicking the close button will bring you back to the original chart.

What can you do with it?

Big Charts will help you explore the project data and derive your insights i.e.:

  • To understand other solution categories/technologies not depicted in the original chart.
  • To detect outliers in the space or to study.
  • To compare niche players with the top assignees.

Mix Panel

Available for: indicator charts

What is it?

The Mix Panels Loupes are available on any indicator chart on Insightloupe. This chart utilizes a scoring mechanism to benchmark selected players or technologies/solution domains. The benchmark score is based on a weighted combination of certain quantitative and qualitative parameters called indicators. Indicators can be based on bibliographic fields of the documents such as the number of claims, family members, count of forward citations, etc. while qualitative indicators are based on subjective ratings of market maturity or coverage, and integration feasibility.

How can I use it?

  • The blue cells of an indicator chart represent the value for an indicator for a specific company or tag.
  • Learn more about an indicator by hovering your mouse pointer over the indicator title on the left.
  • The bottom purple cells show the total benchmark score. The value of this score is based on the weighted combination of all indicators. A high score means that an assignee or tag has high values in most of the indicators compared to the other assignees/tags.
  • Adjust the weights using the Loupe. If you assign a low percentage to an indicator, its contribution to the total score will be less important. Setting it to zero means it does not influence the total score at all.

What can you do with it?

Use the mix panel to change the contribution of specific indicators to the total score and explore different scenarios. For example, you can vary the market maturity indicator to identify players focusing on niche solutions vs. those working on mature ones. Or if you are not interested in a specific indicator you can switch it off completely by setting the weight to 0%.

Extrapolation

Available for: any chart with a date field

What is it?

This feature enables forecasting of publication trends until the current year by filling in data gaps caused by various reasons:

  • For patents and families, data is incomplete for the last two years due to the 18-month gap in publishing.
  • Any project that covers a period up to the date in which the project was ordered, will miss part of the final year by definition. This is the case for all document types that can be included on Insightloupe

How can I use it?

  • Extrapolated data will be marked by the dotted lines.
  • Use the button on the Loupe menu to switch on or switch off the extrapolation.

What can you do with it?

This Loupe will help you compare the latest trends with any preceding years for which we have complete data in the project.