How to use the Handbook

This Handbook consists of self standing chapters on different topics and is intended to be used in two ways. It can be used as a reference guide to a topic with worked examples for illustration and key literature sources to guide further reading on a topic. The Handbook can also be used as practical guide by downloading the datasets and reproducing the worked examples to help you apply the methods to your own analysis. Patent analytics involves a wide range of skills across different disciplines and one aim of the Handbook is to point to important sources of further information and training for each topic.

If you wish to reproduce the examples please use the following instructions.

The handbook and its examples were written mainly in RStudio. RStudio is an easy to use and powerful platform for patent analytics and preparing data and reports for publication. To use RStudio you need to start by installing R for your operating system by visiting this We will use the free version of RStudio that can be downloaded

This Handbook is open access and each chapter and the code used to develop the examples can be downloaded free of charge from Github at The Handbook can be opened in RStudio using the handbook.Rproj file.

The Handbook makes use of a number of R packages. To install all packages used in the Handbook run the following lines in the console:

To load the libraries use:

0.0.1 Datasets

  • The drones dataset. This is a set of training datasets used in examples. The core dataset consists of 15,557 patent applications involving the term drone or drones somewhere in the text. You can download the data as a zip file from github at

Users of Rstudio can install the drones package directly using the following code. Note that the devtools package must be installed (included in the packages above).

When the drones package is installed review the contents of each dataset in the package documentation (see Packages in Rstudio) and load the data into your workspace using the following.