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 in RStudio with examples drawn from VantagePoint by Search Technology Inc. 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 http://cran.rstudio.com/. We will use the free version of RStudio that can be downloaded https://www.rstudio.com/products/rstudio/download/.

VantagePoint from Search Technology Inc is specialist analytics software that is available under different price plans for students. It is the premiere tool for patent analytics and does not require programming knowledge.

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 https://github.com/wipo-analytics/handbook. 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. Note that this can take some time. The core package across all chapters is the tidyverse. The libraries needed to run code in the chapters is present in the code chunks in the individual chapters.

install.packages("tidyverse")
install.packages("rmarkdown")

install.packages("collapsibleTree")
install.packages("devtools")
install.packages("fable")
install.packages("fabletools")
install.packages("feasts")
install.packages("formattable")
install.packages("ggmap")
install.packages("ggraph")
install.packages("googleway")
install.packages("igraph")
install.packages("janitor")
install.packages("kableExtra")
install.packages("knitr")
install.packages("leaflet")
install.packages("lubridate")
install.packages("networkD3")
install.packages("printr")
install.packages("qdapRegex")
install.packages("readxl")
install.packages("stringi")
install.packages("sunburstR")
install.packages("tidytext")
install.packages("tidymodels")
install.packages("textstem")
install.packages("textclean")
install.packages("tokenizers")
install.packages("tsibble")
install.packages("udpipe")
install.packages("usethis")
install.packages("vroom")
install.packages("widyr")
install.packages("wordnet")

The placement package requires a separate installation:

library(devtools)
install_github("DerekYves/placement")

To load the libraries use:

library(tidyverse)
library(collapsibleTree)
library(devtools)
library(fable)
library(fabletools)
library(feasts)
library(formattable)
library(igraph)
library(ggmap)
library(ggraph)
library(googleway)
library(igraph)
library(janitor)
library(kableExtra)
library(knitr)
library(leaflet)
library(lubridate)
library(networkD3)
library(placement) 
library(printr)
library(qdapRegex)
library(readxl)
library(stringi)
library(sunburstR)
library(tidytext)
library(tidymodels)
library(textstem)
library(textclean)
library(tokenizers)
library(tsibble)
library(udpipe)
library(usethis)
library(vroom)
library(widyr)
library(wordnet)