Taxonomy Distribution Report

Overview

• Total Concepts: 200
• Number of Taxonomies: 13
• Average Concepts per Taxonomy: 15.4

Distribution Summary

Category	TaxonomyID	Count	Percentage	Status
Patent Prosecution	PAT	42	21.0%	✅
International IP	INTL	27	13.5%	✅
Operations & Strategy	OPS	18	9.0%	✅
Portfolio Management	PORT	16	8.0%	✅
AI & Machine Learning	AI	16	8.0%	✅
Security & Compliance	SEC	15	7.5%	✅
Trademark Management	TM	14	7.0%	✅
Docketing Systems	DOCK	12	6.0%	✅
Legal Technology	TECH	12	6.0%	✅
Foundation Concepts	FOUND	9	4.5%	✅
Quality Assurance	QA	7	3.5%	✅
Outsourcing & Services	OUTS	7	3.5%	✅
Disclosure & Citations	IDS	5	2.5%	ℹ️ Under

Visual Distribution

PAT    ██████████  42 ( 21.0%)
INTL   ██████  27 ( 13.5%)
OPS    ████  18 (  9.0%)
PORT   ████  16 (  8.0%)
AI     ████  16 (  8.0%)
SEC    ███  15 (  7.5%)
TM     ███  14 (  7.0%)
DOCK   ███  12 (  6.0%)
TECH   ███  12 (  6.0%)
FOUND  ██   9 (  4.5%)
QA     █   7 (  3.5%)
OUTS   █   7 (  3.5%)
IDS    █   5 (  2.5%)

Balance Analysis

✅ No Over-Represented Categories

All categories are under the 30% threshold. Good balance!

ℹ️ Under-Represented Categories (<3%)

• Disclosure & Citations (IDS): 5 concepts (2.5%)
• Note: Small categories are acceptable for specialized topics

Category Details

Patent Prosecution (PAT)

Count: 42 concepts (21.0%)

Concepts:

• 1. Utility Patent
• 1. Design Patent
• 1. Plant Patent
• 1. Provisional Application
• 1. Non-Provisional Application
• 1. Patent Claims
• 1. Independent Claims
• 1. Dependent Claims
• 1. Claim Drafting Strategy
• 1. Patent Specification
• 1. Patent Abstract
• 1. Patent Drawings
• 1. Prior Art
• 1. Novelty
• 1. Non-Obviousness
• ...and 27 more

International IP (INTL)

Count: 27 concepts (13.5%)

Concepts:

• 1. Priority Date
• 1. Convention Priority
• 1. Paris Convention
• 1. PCT Application
• 1. PCT Filing Procedure
• 1. International Search Report
• 1. Written Opinion
• 1. National Phase Entry
• 1. PCT Deadlines
• 1. Designated Office
• 1. EPO Filing
• 1. EPO Examination
• 1. Japan Patent Office
• 1. China Patent Office (CNIPA)
• 1. Korean IP Office (KIPO)
• ...and 12 more

Operations & Strategy (OPS)

Count: 18 concepts (9.0%)

Concepts:

• 1. Patent Analytics Dashboard
• 1. Key Performance Indicators
• 1. Workload Forecasting
• 1. Cost Tracking
• 1. Budget Management for IP
• 1. Process Optimization
• 1. Lean IP Operations
• 1. Six Sigma for IP
• 1. Change Management
• 1. Digital Transformation in IP
• 1. Remote Work for IP Teams
• 1. Training Program Design
• 1. Onboarding IP Staff
• 1. Continuing Education
• 1. IP Certification Programs
• ...and 3 more

Portfolio Management (PORT)

Count: 16 concepts (8.0%)

Concepts:

• 1. Patent Renewal Management
• 1. Annuity Payment
• 1. Renewal Deadlines
• 1. Grace Period
• 1. Surcharge Fees
• 1. Automated Renewal Systems
• 1. Renewal Analytics
• 1. Portfolio Pruning
• 1. IP Portfolio Management
• 1. Portfolio Valuation
• 1. Patent Landscape Analysis
• 1. Competitive Intelligence
• 1. Portfolio Analytics
• 1. IP Strategy Alignment
• 1. Business Value Assessment
• ...and 1 more

AI & Machine Learning (AI)

Count: 16 concepts (8.0%)

Concepts:

• 1. AI in IP Management
• 1. Machine Learning for IP
• 1. Natural Language Processing
• 1. Generative AI for IP
• 1. Automated Prosecution Tools
• 1. AI Claim Analysis
• 1. AI Prior Art Search
• 1. Predictive Analytics for IP
• 1. Machine-Guided Docketing
• 1. AI Document Classification
• 1. AI-Powered Proofreading
• 1. Large Language Models
• 1. Training Data for IP AI
• 1. AI Accuracy Validation
• 1. Human-AI Collaboration
• ...and 1 more

Security & Compliance (SEC)

Count: 15 concepts (7.5%)

Concepts:

• 1. IP Data Security
• 1. Cybersecurity for IP
• 1. Access Control
• 1. Encryption Standards
• 1. Data Privacy Regulations
• 1. GDPR Compliance
• 1. SOC 2 Compliance
• 1. Professional Responsibility
• 1. Conflict of Interest
• 1. Client Communication
• 1. Malpractice Prevention
• 1. Ethical Billing Practices
• 1. IP Regulatory Compliance
• 1. Export Control for IP
• 1. Sanctions Screening

Trademark Management (TM)

Count: 14 concepts (7.0%)

Concepts:

• 1. Trademark Search
• 1. Trademark Classification
• 1. Nice Classification
• 1. Trademark Application
• 1. Trademark Prosecution
• 1. Trademark Registration
• 1. Trademark Renewal
• 1. Madrid Protocol
• 1. Madrid System Filing
• 1. International Trademark Reg
• 1. Trademark Monitoring
• 1. Trademark Portfolio
• 1. Service Mark
• 1. Trade Dress

Docketing Systems (DOCK)

Count: 12 concepts (6.0%)

Concepts:

• 1. IP Docketing
• 1. Docketing System
• 1. Automated Docketing
• 1. Manual Docketing
• 1. Deadline Management
• 1. Docketing Rules
• 1. USPTO Correspondence
• 1. Patent Office Data Feeds
• 1. PAIR System
• 1. Patent Center
• 1. TSDR System
• 1. Filing Receipt

Legal Technology (TECH)

Count: 12 concepts (6.0%)

Concepts:

• 1. IP Management Software
• 1. Patricia Platform
• 1. Foundation IP Platform
• 1. AppColl Platform
• 1. CPI Platform
• 1. IP Software Evaluation
• 1. Data Migration
• 1. System Integration
• 1. API Connectivity
• 1. Workflow Automation
• 1. Cloud-Based IP Solutions
• 1. Mobile IP Management

Foundation Concepts (FOUND)

Count: 9 concepts (4.5%)

Concepts:

• 1. Intellectual Property
• 1. Patent
• 1. Trademark
• 1. Copyright
• 1. Trade Secret
• 1. Patent Law Fundamentals
• 1. Trademark Law Fundamentals
• 1. Copyright Law Fundamentals
• 1. Trade Secret Protection

Quality Assurance (QA)

Count: 7 concepts (3.5%)

Concepts:

• 1. Patent Proofreading
• 1. OCR Technology
• 1. Bibliographic Data
• 1. Data Verification
• 1. Quality Control Protocols
• 1. Error Detection
• 1. Document Comparison

Outsourcing & Services (OUTS)

Count: 7 concepts (3.5%)

Concepts:

• 1. IP Outsourcing
• 1. Vendor Management
• 1. Service Level Agreements
• 1. Outsourcing Cost Analysis
• 1. Quality Assurance for SLA
• 1. Communication Protocols
• 1. Confidentiality Agreements

Disclosure & Citations (IDS)

Count: 5 concepts (2.5%)

Concepts:

• 1. Information Disclosure Stmt
• 1. IDS Requirements
• 1. Duty of Candor
• 1. Reference Entry Workflow
• 1. Citation Management

Recommendations

• ✅ Good balance: Categories are reasonably distributed (spread: 18.5%)
• ✅ MISC category minimal: Good categorization specificity

Educational Use Recommendations

• Use taxonomy categories for color-coding in graph visualizations
• Design curriculum modules based on taxonomy groupings
• Create filtered views for focused learning paths
• Use categories for assessment organization
• Enable navigation by topic area in interactive tools

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Report generated by learning-graph-reports/taxonomy_distribution.py