Patent Data for Research
Combining patent and non patent data for better academic research
Workshops
A partial list of Patent PDW Sessions at the Academy of Management Conferences
Quick links: 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019.
The 2008 AOM Patent PDW
The 2008 event was held at the Academy of Management Conference in Anaheim. It was co-chaired and organized by Riitta Katila and Kwanghui Lim. The 2008 event was held on Saturday, Aug 9 2008 1:00PM – 3:30PM at Anaheim Convention Center in 212B (session 10277).
Riitta presented a brief introduction to patent-based research. The presentation slides, which were put together by Riitta in collaboration with Eric Giannella of Stanford, are available here.
Four papers were then presented by leading scholars:
Sharon Belenzon presented “Firm Size and Innovation: Evidence from European Panel Data” by Sharon Belenzon and Andrea Paatacconi [pdf]
Jeffrey Furman presented “Identifying the Impact of Institutions on the Generation and Diffusion of Knowledge: The Case of US Stem Cell Policy”, based on collaborative research with Fiona Murray (MIT) and Scott Stern (Northwestern and NBER) [pdf].

Ajay Agrawal presented “Big Cities, Big Ideas? Regional Agglomeration and High Impact Innovation”, a joint paper with Jasjit Singh [pdf].
Jasjit Singh presented “Lone Inventors as Sources of Breakthroughs: Myth or Reality?”, based on joint work with Lee Fleming of HBS [pdf]
Scott Stern, the Discussant, then analyzed each paper in turn, highlighting the interesting contributions of each paper, while using them to illustrate fundamental empirical and methodological issues faced by researchers using patent data more broadly. His presentation slides are available here.
Kwanghui then conducted an open Q&A session with the audience, shared several concluding comments, and brought the session to a close.
The 2009 AOM Patent PDW
The 2009 event was held at the Academy of Management Conference in Chicago. It was organized by Jeff Furman.
Program Session #: 142 | Submission: 16459 | Sponsor(s): (BPS, TIM, OMT, IM, RM)
Scheduled: Saturday, Aug 8 2009 8:00AM – 11:00AM at Hyatt Regency Chicago in Columbus IJ
Chair: Jeff Furman; Boston U.;
Presenter: Jeannette Colyvas; Northwestern U.;
Presenter: Kwanghui Lim; U. of Melbourne;
Presenter: Fiona Murray; Massachusetts Institute of Technology;
Presenter: Tim Simcoe; U. of Toronto;
Presenter: Stefan Wagner; Ludwig-Maximilians U.;
Discussant: Scott Stern; Northwestern U.;
This PDW focuses on the use of patent data (and related measures of knowledge flows) for empirical management research. The primary goal of the PDW is to provide an introduction for researchers new to the area, balanced with a scholarly discussion of current critical issues in the patent area. This year, in addition to patent-based research, we PDW will also discuss how non-patent based methodologies can be combined with patent-based approaches for conducting research on knowledge flows. Several participants will discuss ways of combining patent with non-patent based approaches. The discussant will then comment on the presentations and share his views on the directions this field is progressing. The session then concludes with an open discussion (Q&A) with the audience.
The 2010 AOM Patent PDW
Program Session #: 283 | Submission: 16117 | Sponsor(s): (BPS, TIM, OMT, ENT, RM)
Scheduled: Saturday, Aug 7 2010 12:30PM – 3:30PM at Le Palais Des Congres in 511F
Scheduled: Saturday, Aug 7 2010 12:30PM – 3:30PM at Le Palais Des Congres in 511F
Organizer: Jasjit Singh; INSEAD;
Organizer: Alexander Oettl; Georgia Institute of Technology;
Organizer: Jeff Furman; Boston U.;
Organizer: Alexander Oettl; Georgia Institute of Technology;
Organizer: Jeff Furman; Boston U.;
Presenter: Alexander Oettl; Georgia Institute of Technology;
Presenter: Kenneth Huang; Singapore Management U.;
Presenter: Jasjit Singh; INSEAD;
Presenter: Rosemarie Ziedonis; U. of Oregon;
Presenter: Stefan Wagner; Ludwig Maximilians U.;
Presenter: Jeff Furman; Boston U.;
Presenter: Stuart Graham; US Patent & Trademark Office;
Presenter: Kenneth Huang; Singapore Management U.;
Presenter: Jasjit Singh; INSEAD;
Presenter: Rosemarie Ziedonis; U. of Oregon;
Presenter: Stefan Wagner; Ludwig Maximilians U.;
Presenter: Jeff Furman; Boston U.;
Presenter: Stuart Graham; US Patent & Trademark Office;
This PDW focuses on the use of patent data for empirical management research. The primary goal of the PDW is to provide an introduction for researchers new to the area, balanced with a scholarly discussion of current critical issues in the patent area. While we believe that the PDW has been successful in the past, we have also modified the program slightly in order to incorporate lessons learned over the past few years. Specifically, we have learned that the attendance group includes both novices who are new to research in these areas and experts who are seeking to understand issues at the cutting edge of research. As a consequence, we have asked participants to structure their presentations to address both groups. All talks will begin with a longer-than-typical overview of Big Picture issues before proceeding to discuss cutting-edge topics. Likewise, the Discussant has been asked to incorporate a longer-than-usual discussion of fundamental issues in their talks. We have asked our expert Discussant to synthesize the issues raised by prior presenters and to talk, in general, about the use of patent and non-patent data and the evolution of research on knowledge flows. We will also continue the recent trend in the PDW of addressing issues associated with both research involving patents and other measures of knowledge flows, such as academic papers. Both halves of the session will conclude with an open discussion (Q&A) with the audience.
The 2011 AOM Patent PDW
Program Session #: 279 | Submission: 13656 | Sponsor(s): (BPS, TIM, OMT, IM)
Scheduled: Saturday, Aug 13 2011 12:30PM – 3:30PM at San Antonio Convention Center in Room 208
Scheduled: Saturday, Aug 13 2011 12:30PM – 3:30PM at San Antonio Convention Center in Room 208
Organizer: Kenneth Huang; Singapore Management U.;
Presenter: Kenneth Huang; Singapore Management U.;
Organizer: Stefan Wagner; ESMT European School of Management and Technology;
Presenter: Stefan Wagner; ESMT European School of Management and Technology;
Discussant: Rosemarie Ziedonis; U. of Oregon;
This PDW focuses on the use of patent data for empirical management research. The primary goal of the PDW is to provide an introduction for researchers new to the area, balanced with a scholarly discussion of current critical issues in the patent area. While we believe that the PDW has been successful in the past, we have also modified the program slightly in order to incorporate lessons learned over the past few years. Specifically, we have learned that the attendance group includes both novices who are new to research in these areas and experts who are seeking to understand issues at the cutting edge of research. As a consequence, we have asked participants to structure their presentations to address both groups. All talks will begin with a longer-than-typical overview of Big Picture issues before proceeding to discuss cutting-edge topics. Likewise, the Discussant has been asked to incorporate a longer-than-usual discussion of fundamental issues in their talks. We have asked our expert Discussant to synthesize the issues raised by prior presenters and to talk, in general, about the use of patent and non-patent data and the evolution of research on knowledge flows. We will also continue the recent trend in the PDW of addressing issues associated with both research involving patents and other measures of knowledge flows, such as academic papers. Both halves of the session will conclude with an open discussion (Q&A) with the audience to facilitate participative learning.
The 2012 AOM Patent PDW
Program Session #: 181 | Submission: 12691 | Sponsor(s): (BPS, IM, ENT)
Scheduled: Friday, Aug 3 2012 5:00PM – 7:30PM at Boston Hynes Convention Center in Room 301
Organizer: Kenneth G Huang; Singapore Management U.;
Organizer: Stefan Wagner; ESMT European School of Management and Technology;
Presenter: Michael Roach; Duke U.;
Presenter: Jeff Furman; Boston U.;
Presenter: Erica Renee Fuchs; Carnegie Mellon U.;
Presenter: Samuel L Ventura; Carnegie Mellon U.;
Presenter: Kenneth G Huang; Singapore Management U.;
Presenter: Jasjit Singh; INSEAD;
Presenter: Stefan Wagner; ESMT European School of Management and Technology;
Discussant: Bronwyn Hall; U. of California, Berkeley;
This PDW focuses on the empirical analysis of knowledge flows in the context of management research. The primary goal of the PDW is to provide an introduction for researchers new to the area, balanced with a scholarly discussion of current critical issues in the patent area which are often used for the analysis of knowledge flows. While we believe that the PDW has been successful in the past, we have also modified the program slightly in order to incorporate lessons learned over the past few years. Specifically, we have learned that the attendance group includes both novices who are new to research in these areas and experts who are seeking to understand issues at the cutting edge of research. As a consequence, all talks will begin with an overview of Big Picture issues before proceeding to discuss cutting-edge topics. Likewise, the expert Discussant we have invited has been asked to incorporate a longer-than-usual discussion of fundamental issues in the talk. Moreover, we have asked the Discussant to synthesize the issues raised by prior presenters and to talk, in general, about the use of patent and non-patent data and the evolution of research on knowledge flows. We will also continue the recent trend in the PDW of addressing issues associated with both research involving patents and other measures of knowledge flows, such as academic papers. We divided the PDW in two parts and each of it will conclude with an open discussion (Q&A) with the audience to facilitate participative learning.
The 2013 AOM Patent PDW
Program Session #: 338 | Submission: 11959 | Sponsor(s): (TIM, BPS, RM)
Scheduled: Saturday, Aug 10 2013 2:30PM – 5:00PM at WDW Swan Resort in Mockingbird 1. Orlando, Florida
Scheduled: Saturday, Aug 10 2013 2:30PM – 5:00PM at WDW Swan Resort in Mockingbird 1. Orlando, Florida
Organizer: Kwanghui Lim; U. of Melbourne; 
Organizer: Michael Roach; Duke U.;
Presenter: Lee Fleming; U. of California, Berkeley;
Presenter: Stuart Graham; US Patent & Trademark Office;
Presenter: Kenneth G Huang; Singapore Management U.;
Presenter: Kwanghui Lim; U. of Melbourne;
Discussant: Rosemarie Ziedonis; U. of Oregon;

Organizer: Michael Roach; Duke U.;

Presenter: Lee Fleming; U. of California, Berkeley;

Presenter: Stuart Graham; US Patent & Trademark Office;

Presenter: Kenneth G Huang; Singapore Management U.;

Presenter: Kwanghui Lim; U. of Melbourne;

Discussant: Rosemarie Ziedonis; U. of Oregon;

Advances in Patent Research: Data, Tools, and Policy
This professional development workshop (PDW) focuses on the empirical analysis of patent data, emphasizing both the use of patents as measures of knowledge, innovation, and firm performance, as well as firm patenting and intellectual property as areas of research in their own right. The primary goals of this PDW are twofold. First, it will provide an introduction of the fundamentals of empirical patent research for scholars new to the field, including a discussion of the critical issues, data sources, and methods for effectively analyzing patent data. Second, it will provide in-depth coverage of the latest developments in patent research, including newly available patent data and stat-of-the-art analytical tools, as well as the implications of recent patent policy reform in the U.S. and in China on patent-based research. In addition, a leading expert in patent research will discuss the current state of the field and future opportunities for advancing patent research. The PDW will then conclude with an open and interactive discussion between the presenters and the audience to facilitate participative learning.
Presentations slides:
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The 2014 AOM Patent PDW
Program Session: 403 | Submission: 11083| Sponsor(s): (TIM, BPS, RM)
Scheduled: Saturday, Aug 2 2014 2:30PM – 5:00PM at Pennsylvania Convention Center in Room 203 A
Organizer: Michael Roach; Cornell U.
Organizer: Tony W. Tong; U. of Colorado
Chair: Stuart Graham; Georgia Institute of Technology
Presenter: Lee Branstetter; Carnegie Mellon U.
Presenter: Lee Fleming; U. of California, Berkeley
Presenter: Zi-Lin He; Tilburg U.
Presenter: Tony W. Tong; U. of Colorado
Presenter: Luis Rios; Duke U.
Advances in Patent Research: New Data, Measures, and Methods
This professional development workshop (PDW) focuses on the empirical analysis of patent data, emphasizing both the use of patents as measures of knowledge, innovation, and firm performance, as well as firm patenting and intellectual property as areas of research in their own right. The primary goals of this PDW are twofold. First, it will provide an introduction to the fundamentals of empirical patent research for scholars new to the field, including a discussion of the critical issues, data sources, and methods for effectively analyzing patent data. Second, it will provide in-depth coverage of the latest developments in patent research, including newly available patent data and state-of-the-art analytical tools. In particular, the PDW will emphasize data and methods for more precisely identifying technologically similar patents, tracing patent ownership and reassignment, name disambiguation, and the globalization of invention across different national patent systems. The PDW will conclude with an open and interactive panel discussion with the audience to address the current state of patent research and future directions for research facilitated by a leading expert in patent research.
Search Terms: patents | inventors | innovation
Presentations slides:
The 2015 AOM Patent PDW
Program Session: 52 | Submission: 15294 | Sponsor(s): (TIM, BPS, RM)
Scheduled: Friday, Aug 7 2015 8:30AM – 10:30AM at Vancouver Convention Centre in Room 214
Organizer: Deepak Hegde, New York U.
Organizer: Tony W. Tong, U. of Colorado
Presenter: Ashish Arora, Duke U.
Presenter: Alan Marco, United States Patent and Trademark Office
Presenter: Kenneth Younge, Purdue U.
Presenter: Jeffrey Kuhn, U. of California, Berkeley
Presenter: Stefan Wagner, ESMT European School of Management and Technology
Presenter: Kenneth G. Huang, Singapore Management U.
Advances in Patent Research: New Data, Measures, and Methods
This professional development workshop (PDW) focuses on the empirical analysis of patent data, emphasizing both the use of patents as measures of knowledge, innovation, and firm performance, as well as firm patenting and intellectual property as areas of research in their own right. The primary goals of this PDW are twofold. First, it will provide an introduction of the fundamentals of empirical patent research for scholars new to the field, including a discussion of the critical issues, data sources, and methods for effectively analyzing patent data. Second, it will provide in-depth coverage of the latest developments in patent research, including newly available patent data, stat-of-the-art analytical tools, and latest research findings from these data from the U.S., Europe, and China. The panelists will engage in interactive discussions with the audience to address the current state of patent research and future directions for research.
Search Terms: patent | innovation | technology management
Presentations slides:
The 2016 AOM Patent PDW
Program Session: 364 | Submission: 14182 | Sponsor(s): (TIM, IM, BPS, ENT)
Scheduled: Saturday, Aug 6 2016 1:00PM – 3:30PM at Anaheim Marriott in Platinum Ballroom 9
Organizer: Kenneth Younge, EPFL
Organizer: Tony W. Tong, U. of Colorado
Discussant: Dietmar Harhoff, Max Planck Institute for Innovation and Competition
Presenter: Luis Rios, Duke U.
Presenter: Jeffrey Kuhn, U. of California, Berkeley
Presenter: Deepak Somaya, U. of Illinois at Urbana-Champaign
Presenter: Vikas A. Aggarwal, INSEAD
Advances in Patent Research: New Data, Measures, and Methods
This workshop focuses on the empirical analysis of patent data, emphasizing the use of patents both as a measure of knowledge and innovation, and as an institutional phenomenon worthy of research in its own right. The goals of the PDW are twofold. First, it will provide an introduction to patent data for scholars new to the field, including a discussion of data sources, data limitations, and methods for effectively analyzing patent data. Second, it will provide examples of in-depth analyses using patent research. The panelists will engage in discussions with the audience to address the current state of patent research and future directions for research.
Search Terms: patents | data | innovation
The 2017 AOM Patent PDW
Program Session: 402 | Submission: 12849 | Sponsor(s): (TIM, STR, RM, ENT, IM)
Scheduled: Saturday, Aug 5 2017 2:30PM – 5:00PM at Hyatt Regency Atlanta in International Ballroom South
Organizer: Gaétan de Rassenfosse, Ecole Polytechnique Fédérale de Lausanne
Discussant: Ashish Arora, Duke U.
Speaker: Rosemarie Ziedonis, Boston U.
Speaker: Lee Fleming, U. of California, Berkeley
Speaker: Alan C. Marco, United States Patent and Trademark Office / Georgia Tech
Advances in Patent Research: New Data, Measures, and Methods
This workshop focuses on the empirical analysis of patent data, emphasizing the use of patents both as a measure of knowledge and innovation, and as an institutional phenomenon worthy of research in its own right. The goals of the PDW are twofold. First, it will provide an introduction to patent data for scholars new to the field, including a discussion of data sources, data limitations, and methods for effectively analyzing patent data. Second, it will provide examples of in-depth analyses using patent research. The panelists will engage in discussions with the audience to address the current state of patent research and future directions for research
Search Terms: patents | data | innovation
Presentations slides:
- Rosemarie Ziedonis on patent assignment
- Lee Fleming/Kevin Johnson on the Fung Institute public patent database
- Gaétan de Rassenfosse on establishing counterfactuals
- Alan Marco on examiner incentives
- Discussion by Ashish Arora
The 2018 AOM Patent PDW
Program Session: 412 | Submission: 11866 | Sponsor(s): (TIM, IM, BPS)
Scheduled: Saturday, Aug 11 2018 2:30PM – 5:00PM at Swissôtel Chicago in Lucerne II,III
Organizer: Gaétan de Rassenfosse, Ecole polytechnique fédérale de Lausanne
Discussant: Joachim Henkel, Technical University Munich
Speaker: Deepak Hegde, New York University
Speaker: Kenneth Younge, Ecole polytechnique fédérale de Lausanne
Speaker: Andrew Toole, United States Patent and Trademark Office
Speaker: Arvids Ziedonis, Boston University
Advances in Patent Research: New Data, Measures, and Methods
This workshop focuses on the empirical analysis of patent data, emphasizing the use of patents both as a measure of knowledge and innovation, and as an institutional phenomenon worthy of research in its own right. The goals of the PDW are twofold. First, it will provide an introduction to patent data for scholars new to the field, including a discussion of data sources, data limitations, and methods for effectively analyzing patent data. Second, it will provide examples of in-depth analyses using patent research. The panelists will engage in discussions with the audience to address the current state of patent research and future directions for research.
Presentations slides:
- Deepak Hegde on patent disclosure
- Ken Younge on patent importance
- Arvids Ziedonis on patent licensing
- Andy Toole on USPTO data
- Discussion by Joachim Henkel
The 2019 AOM Patent PDW
Program Session: 462 | Submission: 14067| Sponsor(s): (TIM, STR)
Scheduled: Saturday, Aug 10 2019 2:45PM – 5:15PM at Boston Hynes Convention Center in 104
Co-Organizer: Jeffrey M. Kuhn, University of North Carolina, Chapel Hill
Co-Organizer: Fabian Gaessler, Technical University Munich
Discussant: Rosemarie Ziedonis, Boston University
Speaker: Andrew Toole, United States Patent and Trademark Office
Speaker: Karin Hoisl, University of Mannheim
Speaker: Evan Starr, University of Maryland
Speaker: Daniel Gross, Harvard Business School
Advances in Patent Research: New Data, Measures, and Methods
This workshop focuses on the empirical analysis of patent data, emphasizing the use of patents both as a measure of knowledge and innovation, and as an institutional phenomenon worthy of research in its own right. The goals of the PDW are twofold. First, it will provide an introduction to patent data for scholars new to the field, including a discussion of data sources, data limitations, and methods for effectively analyzing patent data. Second, it will provide examples of in-depth analyses using patent research. The panelists will engage in discussions with the audience to address the current state of patent research and future directions for research.
Presentations slides:
- Andy Toole on new USPTO data releases
- Karin Hoisl on social ties in inventor markets
- Evan Starr on AI-supported patent examination
- Daniel Gross on patent disclosure and secrecy
- Discussion by Rosemarie Ziedonis