MODULE 4 · LESSON 1 / 4

Preparing a TotalPatent/Derwent export

8 min read

Pro content

This module is available from 200€/month.

Essential columns to include

Regardless of the source — Derwent Innovation, Espacenet, or Google Patents — your export must contain specific columns for Stratensight to produce a reliable analysis.

IDENTIFICATION

Publication NumberUnique identifier — deduplication key

TitleShort title — used for thematic clustering

AbstractTechnical summary — basis for NLP clustering

TEMPORAL

Filing DateFiling date — basis for CAGR calculation (Momentum Index™)

Publication DatePublication date (approx. filing + 18 months)

Priority DateOldest filing date — basis of the priority chain

ACTORS

Assignee / ApplicantPatent owner — basis for concentration analysis (Openness Score™)

CPC / IPC ClassTechnology classification — basis for scope verification and clustering

Recommended time window: 8-12 years

The time window directly impacts the quality of trend calculations. Too short and you miss the S-curve; too long and you add noise from obsolete activity.

Why 8-12 years: CAGR calculation needs 3-5 years minimum for statistical reliability. Lifecycle Position\u2122 needs to see the shape of the S-curve. An 8-year window captures both while keeping the data focused. For mature technologies, extend to 12 years.

Target: 200+ patents for reliable signal

Volume directly impacts Intelligence Grade\u2122. Here are the practical targets:

< 50 patentsGrade: LOWBlocking guard: INVEST/MONITOR overridden to EXPLORE

50-199 patentsGrade: MED possibleDirectional signal valid, but verify with additional data

200-499 patentsGrade: MED-HIGHSolid analytical foundation for most technologies

500+ patentsGrade: HIGHOptimal volume — full confidence in all score calculations

Key takeaways

Filing Date and Assignee are the two most critical columns for Stratensight analysis.
Derwent Innovation is the #1 recommended source (Tier 1 Pro, Grade 80-95%).
Target 200+ patents with an 8-12 year time window for reliable analysis.
Export format: CSV or Excel with one patent per row.

QUIZ DE VALIDATION

1. What is the recommended time window for a patent export?

2. Which columns are most critical for Stratensight analysis?

3. Which source maximizes Intelligence Grade™?

4. Why should you include CPC/IPC classification codes in your export?

5. What format should your patent export be in?

6. What happens if your export contains duplicate patents?

7. How can you maximize your Intelligence Grade™ from the start?

8. What search filters should you apply when exporting from TotalPatent or Derwent?

9. Why is an 8-year minimum time window recommended?

10. Which of the following is a Tier 2 Semi-pro source in Stratensight's hierarchy?

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