USER MANUAL R e d e f i n i n g u s e r e x p e r i e n c e

Transcription

1 USER MANUAL R e d e f i n i n g u s e r e x p e r i e n c e

2 Index 1. Login 2. Patent Searching: Field Search Command Search Operators and truncation options Bulk Search Classification Search Granted patents How to construct a patent search 3. Search results and refinement 4. Custom results viewing: Table View Standard View Thumbnail View Analysis View Flip-It View Custom settings Patent family results view 5. Functions: Add to list Export Saved Search Alerts 6. Single patent viewing: Overview Dual View Citation Analysis Patent Family Family and priority data Legal Status 7. Translation 8. Toolkit: History Lists Saved search 9. Patent Analysis 10. Landscaping 11. Get in touch

3 Welcome Page Access PatSnap from any device with your address and chosen password

4 Patent Search

5 Field Search Supports English, Chinese, French and German Bilingual Retrieval 4 different methods of searching Field Search fields to specify your search. Over 100 million patent records from major patent jurisdictions around the world. Data is updated every week.

6 Command Search Manually enter search commands Or input chains of queries to allow PatSnap to automatically generate the correct code and string search queries together. Command codes that are used within PatSnap are listed here.

7 Operators and truncation options We have numerous operators within PatSnap. The most common are, AND, OR and NOT. E.g: There are several other options supported within PatSnap that accommodate more advanced searching: ^n is used to specify weighting, or importance, of particular keywords. E.g. DNA^2 OR RNA will pull forward results that mention both keywords, but patents that mention DNA more often will be deemed more important and feature higher up the relevancy sorting. ~n and $Wn are both proximity search operators. E.g. DNA RNA ~5 will find results that have DNA and RNA within 5 words of one another. DNA $W5 RNA $W5 cell will find results with DNA, RNA and cell within 5 words of one another. 5 can be replaced by any whole number. $PREn refers to word ordering. E.g. DNA $PRE5 RNA will retrieve results where DNA is a maximum of 5 words in front of RNA. $Ws allows you to search for words that appear in the same sentence. E.g. DNA $Ws RNA will find all documents in which DNA and RNA appear together in at least one sentence. This shows the status of retrieval action for each record.? is the character-specific wildcard. E.g. immuni?? Will find all patents that contain a word beginning immuni- and any two character ending. * is the non character-specific wildcard. E.g. immuni* Will find all patents that contain a word beginning immuni- and any possible ending.

8 Bulk Search Input up to 500 patent publication numbers here. PatSnap retrieves these patents from the database, which can then be saved and downloaded immediately. This shows the status of retrieval action for each record.

9 International Classification search Search by IPC number or keywords to bring up the appropriate classification list below. Scroll to browse through listed results. Hover over any classification to get the patent search option.

10 Can I search the granted patents only? Using the database selection button, you can choose to just search through issued patents.

11 How to conduct an effective patent search 1. Search the web to get the most up to date information regarding that particular area of work. From there, ascertain pertinent keywords about the area of work and note them down. 2. Experiment with entering a few of the keywords in the search bar and see what results you get. Look out for known assignees or inventors who operate in this area of technology, and examine those first for possible keywords. Usually the word list becomes separated at this point to cover different aspects of the invention. 3. Find the relevant classification code(s) based upon the results you get from your initial search. Keep cycling through the different classifications (IPC, UPC, ECLA) until you identify the appropriate classes and subclasses. 4. Search the database to identify patents in the classes/subclasses identified. 5. Examine the ABSTRACT & IMAGE of these patents to identify those resembling your device. After completing Steps 1 to 5, examine the patents for: a) Companies and inventors that appear frequently. Search their entire portfolios to identify other patents that may be of interest but may not have matched with your keywords. b) Look for words and combinations of words in the patents of interest. Sort the words into groups (what it does, how it does it, type, how its structured, etc.) Search for other patents containing these words in an attempt to identify more patents in the area of interest. Be aware of what portion of the patent you are searching (I.e. All, Title, Claims etc.) c) Examine the documents cited as a reference by the patent of interest. Keep cycling through steps 1 to 5 over and over until no more patents of interest are identified.

12 Patent Search Strategy

13 Typical patent jargon WRITING INSTRUMENT PLURALITY OF BALLS ENERGY-STORING MEANS SPHERICAL OBJECT WITH FLOPPY FILAMENTS TO PROMOTE SURE CAPTURE

14 Extracting keywords What are you claiming in your invention disclosure? An anti-theft device for clothes for sale in a store, consisting of two elements engaged with each other from both sides of the clothes, wherein one of the elements has a pin structure, and the other has an engagement structure for engaging with the pin structure, and a small container containing liquid is provided in the engagement structure. Build a feature table which becomes a search concept: Feature Feature Explanation (Claim 1) F1 F2 F3 clothes anti-theft liquid

15 Extracting keywords Identify alternative wording and combine the search concepts AND Feature F1 Search Concept 1 F2 Search Concept 2 F3 Search Concept 3 Original term clothes anti-theft liquid Alternative 2 cloth theft-proof water OR Alternative 3 garment pickproof fluid Alternative 4 apparel protect mixture Alternative 5 outfit burglarproof solution Alternative 6 attire security tag elixir Alternative 7

16 Creating the search Then, you would combine the search as follows:

17 Efficient Viewing of Patent Documents

18 Search Results I Use secondary search box to refine results Select from 5 different filters to narrow down further, including the 20 most prominent Assignee s within your search criteria

19 Search Results II Different viewing options for effective browsing Select filters which automatically combine with conjunction expressions to refine search results Select the filter type to see 50 records.

20 Search Results III 5 options for re-ordering results

21 Table View Customise your view using the settings button Drag and drop the field options to best suit your needs

22 Standard View Hyper-link available for each field Mouse-over to zoom in and see a close-up Featured functions, click to see details.

23 Thumbnail View You are able to glance through all the patents in one go in the thumbnail view. Best for product and mechanical designs.

24 Analysis View Get an overview of the application and publication trends; IPC classification distribution; the authority in which the patents have been filed; and the top inventors and assignees within your area of interest. Hover over any of the fields to view a breakdown of activity within that area

25 Flip-It View Browse through the 1 st page of each patent document. Click the document to zoom in for desired details.

26 Settings Choose your default settings Decide whether to view all available patents (see next slide) Choose default sorting, results per page and display, etc.

27 Two Main Types of Patent Family One INPADOC family representative per group (Extended family) Selecting this option will hide all patents (bar one) that are related to one another. This is called the extended family as it encompasses all the patents directly or indirectly linked via a priority belong to one patent family. This would cover all patents in the grid below. One simple family representative per group Selecting this will hide all patents in that family (bar one) that have the exact same priority dates. This would cover patents highlighted in the red box on the grid below. Patents Priorities

28 Custom Functions Select the patents to add by check or by group Add your current search results to a list, export them out of PatSnap, save your search to easily go back into them in the future and create alerts Click Confirm to finish adding; Cancel to stop operation.

29 Add to List Tick the check box next to a patent to manually select what to add to a list, or automatically select all of the patents Add your results into an existing list Click Confirm to finish adding; Cancel to stop operation. Or create a new list.

30 Export Tick the check box next to the patent to manually select what to export, or automatically select the available patents Multiple formats available for export, including Excel and PDF. Customise data fields to export Drag and drop to swap and reorder the fields.

31 Saved Search Set up Alerts to get notifications directly Set to up your an inbox unlimited of the amount latest patents of Saved that match Searches, so you your can search simply criteria re-run a previous search in one click.

32 Alerts Set up Alerts to get notifications directly to your inbox of the latest patents that match your search criteria Set up alerts to go directly to the right person, even if they don t have a PatSnap account.

33 Efficient Reading of a Single Patent Document

34 Patent Overview Add individual patents to a list to look into further later, download the original documents or to anyone (even if they don t have PatSnap) Click the patent image to zoom in. Hover over the hyperlinks to see relevant information View the patent information quickly Up to 5 keywords can be highlighted within the entire document, improving readability Click through your search results, without having to go back to the main results page

35 Patent Dual View Click the tabs at the top of each patent record to view the available information Dual View presents the text on one side, and the patent document on the other. This allows you to simultaneously view figures alongside the text.

36 Citation Analysis With our patent in the middle, the blue branches represent the backward citations and the red branches represent forward citations. Click on the patent number to go into that document. Easily export your analysis Easily view the entire development chain by clicking the + buttons to travel through the generations of patents Hover over a branch to view more information and click to bring up further the details on the right.

37 Patent Family Members View the INPADOC Patent Family information and Legal Status View other jurisdictions in which this patent has been filed. Publication number indicates the regional distribution of a patent family. Ticks represent the priority dates that each family member is claiming. Hover over to view the details. Click into a family member to view the patent and compare the family list Respective bibliographic information for each patent record is displayed.

38 Patent Family Members A patent family is a set of either patent applications or publications taken in multiple countries to protect a single invention by a common inventor(s) and then patented in more than one country. A first application is made in one country the priority and is then extended to other offices. CN FAMILY US EP JP DE GB FR CA AU

39 Patent Legal Status View the most up-to-date legal information pertaining to that patent Track a patents legal history

40 Translation

41 Patent Translation I Hover over any paragraph of foreign text to display the En translation button. Click the button and after a few seconds translation of that text appears below. We currently have full human translation of our Chinese abstracts

42 Patent Translation II The original patent document will always be in its native language For large sections of text, use Google Chrome and right click. Select Translate to [your computer s language setting] and this will quickly translate the whole page.

43 Tool Kit

44 Tool Kit Change your password here Hover over your account information in the topright to view the toolkit

45 History History contains all of your search, view, export and analysis history since your first log in. You can click on any search query to perform that operation again.

46 Custom Folders I Organize your lists here. Add unlimited custom columns in text, date or drop-down list format Share lists by right-clicking on the folder and entering the address of anyone with a PatSnap account Shared folders from your colleagues are shown here. Add comments and share with colleagues so you can both work on a project

47 Custom Folders II Click on the cog to access the settings options Search within your list Edit lists by right-clicking on the folder and going to Edit. You can turn on automatic updates where your lists will update once a week with any new patents that match your specified criteria. Including the option to turn on detail view, which displays the image and abstract in the list

48 Saved Searches Save your frequently used search queries here and click to quickly load that search. Easily perform analysis of your query, along with the option to edit, export and delete. Select the tick box next to your saved queries to combine them, using the AND or OR conjunctions.

49 Patent Analytics

50 Patent Analysis I Variety of analyses available according to your requirements. Data entry is selective. Change the graph type and export your analysis Hover over any bar to view information about that assignee s activity. Click to view their portfolio

51 Patent Analysis II Create your own custom analyses. Track your competitors activity over time to ascertain their future areas of focus Every data point corresponds to a record entry. Specify the date range that you want to focus on

52 3D Landscaping* *This feature requires an additional PatSnap subscription. Please check to see whether your organization purchased this as part of your package. If you do not current have this feature and you are interested in a demonstration, please clientservices@patsnap.com to set this up

53 How to create a Landscape Choose to create a landscape of the most relevant or latest patents, etc. Access the Landscaping tool at the top of any search results page

54 Landscaping I Edit the search query directly, without having to go back into PatSnap The patent label is extracted from the cluster of patents in that area Analyse up to 500 patents in one landscape, or 10,000 upon request Labels identify the three keywords that appear most in patents in that region (e.g. antenna is the word that occurs the most, then silicon, then light )

55 Landscaping II Edit the search query directly, without having to go back into PatSnap The patent label is extracted from the cluster of patents in that area Select Show clusters to add boundaries to the patent labels Export your maps and use elsewhere Analyse up to 500 patents in one landscape, or 10,000 upon request Labels identify the three keywords that appear Labels most identify in patents the three in that keywords region (e.g. that antenna appear is most the word in patents that occurs in that the region most, (e.g. antenna then is the silicon, word then that light ) occurs the most, then silicon, then light )

56 Landscaping III Drag Assignees in to colour-coded groups, and view patents as bars or pinpoints on the landsape Click on a publication number to view that patent in detail Click on any bar to view all of a company s patents in that region

57 Landscaping IV View patents by Assignee name, Inventor name or IPC code Click to view all patents on the map Hover over the pin to view details, click to bring up an action box that allows you to go back into PatSnap and view that patent in full

58 Landscaping V Search for keywords within the landscape, patents with this keyword will be listed And the pinpoints will turn black on the map

59 Connect with patsnap Stay up-to-date with news and developments from the PatSnap team, and ensure you don t miss out. /PatSnap /PatSnap /company/patsnap /u/0/ patsnapglobal.tumblr.com