Agathe Gelin
← All work

Worldwide Patent Search · 2016 – 2019

Redesigning a patent search used across 38 countries.

The European Patent Office's free worldwide patent search gives everyone access to more than 110 million patent documents. Its interface hadn't changed since 2004. I led the UX redesign from the first requirements to launch: research, flows, prototypes, specifications, the style guide, and the build with the developers.

Client
European Patent Office
Role
Senior UX Designer & Researcher
Team
Product owner, 4 developers, stakeholders in Vienna, Munich and The Hague
Years
2016 – 2019

How I worked

The search had many owners: a product team in Vienna, a corporate identity team in Munich, developers in The Hague, 38 member states with their own localised versions, and millions of users. I sat in the middle of all of them.

Guiding

Stakeholders in Vienna, helping them clarify requirements
Senior UX Designer & ResearcherFreelance · The Hague

Leading

A team of 4 developers
  • The Hague

Collaborating, aligning & validating with

Product teamProduct owner · project manager · subject-matter experts · department director · R&D department
Corporate identity, MunichAligning the product with the EPO brand
Other UX designersAligning across EPO projects
38 EPO member statesEach has a say on the UX, as each has its own localised platform
End usersInventors, applicants, PhD students, professors · millions of users, thousands every day

The challenge

The users of this tool range from curious inventors to patent experts who search all day. They all struggled with the same things: moving back and forth between the results list and a patent’s details, refining a search, and building complex queries.

What I did

Research, design, specify, and start again

I ran the project as a loop: gather requirements and research, design and test, then specify and support the build, and feed what we learned back into the next round.

The process: research and define, design and iterate, specify and build, with stakeholder management and qualitative and quantitative research feeding every round

Found the right structure

I mapped the software into four building blocks: results list, patent details, filters and query builder. Then I explored how they could share the screen, so that people never lose track of their search. Together with stakeholders, UX colleagues and search experts, we picked two or three proposals to prototype.

Wireframes exploring how results, details, filters and the query builder share the screen

Let hundreds of users decide

I presented the prototypes in live 45-minute webinars, twice a month, with around 100 users each time. Participants were muted and followed along in the chat, while a colleague answered their questions. Polls at key moments showed us which direction to take:

89%wanted patent details next to the results list, not in a separate full-screen view
67.5%wanted to refine their search while looking at the results
69%wanted the query in a slide-out panel rather than always in view

A live webinar: low-fidelity prototypes presented step by step to around 100 users, with polls and a live chat

Designed one interface for every screen

After months of research and prototyping, the simplest approach suited users best. On desktop, panels appear or hide depending on the space available, and the results list always stays in view as the main navigation: when someone opens the filters or the query builder, the patent details step aside for a moment. On mobile, each block is one tap away from the results.

The new search on desktop, tablet and phone

The four blocks on mobile: results, document, filters and query builder

Built the style guide, and made it accessible

There was no finished style guide at the EPO at the time, so I created one from scratch with the corporate identity team in Munich, pushed for our own solutions where the website guidelines weren’t enough for an application, and made the application WCAG compliant.

Go deeper: component specifications

Style guide excerpt: list view component in every state

Style guide excerpt: dropdown states and measurements

Specified, implemented, iterated

I worked side by side with the developers throughout the build and the beta, ran usability tests on the product as it was being built, and presented it at patent conferences to gather feedback from a wide range of users.

Working with the developers, testing with users and presenting at conferences

The result

I presented the prototype to representatives of the 38 member states. The new search launched in November 2019, with strong praise inside and outside the EPO: a dynamic query builder, a richer and quicker results list, filters, an improved legal status overview, and a responsive design that works on any device.

Her handwriting in terms of great design, slick usability and style is everywhere in this product.

Johannes Schaaf, Product Owner, European Patent Office

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