Technology Roadmap Playbook

This playbook helps R&D personnel grasp the technical development of their field of interest and provides data support for determining the overall industrial layout and what their future project direction should be. You can get to the Technology Roadmap playbook by using the R&D Tools drop-down at the top of the page.

Once you have done this, you will see a couple of example roadmaps from us and any you have previously created. This is also the area where you can create new roadmaps.

Once you click on "Create Roadmap", there are multiple fields you can use to set it up. They are as follows:

• Technology topic: This is a technical classification provided by Patsnap that provides a hierarchical system for the technical fields that a patent covers.
• Keywords: This allows you to use keywords of interest, which are looking into the critical areas of patents. There is also a keyword helper to support you with the selection of terms.
• Enterprise: This looks for the owners of the patent. You are also able to consider subsidiary companies here.
• Custom date range: This allows you to consider only patents that were applied for in a specific time period.

Once you click "Generate", this will produce the Technology Roadmap.

This works by summarizing a set of automatic drawing methods for a technology roadmap across multiple dimensions such as patents cited, family patents, number of infringement lawsuits, owners, and patent value, combining industry experience with AI capabilities. It classifies patents and automatically generates visualizations based on the submitted data. If a more refined technical roadmap effect is required, please manually adjust the data in the technical card for better results.

There are a few points to make with this.

Firstly, the cards that have been chosen to be populated are based off the technology topics and years that have the most relevant patents, based on the criteria the roadmap is defined by. If you want to add a new card, you will want to click on the "+" icon for that cell by hovering over the cell in the map.

For the individual cards that are already there, you can click into them using the pencil icon and change which and where patents are displayed. We will recommend patents that could be added and provide you with an option to manually input your own patent numbers as well.

You can also edit the title of the roadmap and alter the zoom settings using the pop-up in the bottom right corner of the page.

Finally, there are 5 more options available in the top right of the page.

• Save: Allows you to save your roadmap to view later.
• Modify data range: Allows you to edit the fields that were inputted initially (i.e. Technology Topic, Keywords)
• Roadmap settings: Allows you to alter what the cards show (patent titles, owner names, or thumbnail image). You can also choose which application years to include in the roadmap as well as modify the technical branches included.
• Share: Allows you to generate a link to share your roadmap with others.
• Download: Will provide you a PNG file with a screenshot of the roadmap.