Frequently Asked Questions

Select a product below.

Getting started with PatBase

If you wish to change your password this can be done after logging in by navigating to the “Menu” tab on the toolbar and selecting “Change password”, as shown below:

You will then be prompted to enter a new password of your choice and to confirm it in the second box. Selecting the orange button will change your password to the text entered.

You can save 10,000 families at a time, if more families needs to be added, it’ll have to be done in batches. We recommend to have no more than 40,000 families in a folder.

Information on how we construct our families, and the criteria required for a document to be placed within a PatBase family, can be found here: “PatBase Family Description”

To change your display settings, go to “Menu” on the floating toolbar and select “Display/search options”.

Here you can select the default fields to interrogate with a keyword search, the default display format, the default sorting order and additional options such as showing the dead/alive tags for family members, viewing simple or complex families, and showing the original Non-Latin characters for non-Latin inventors and assignee’s.

You can also create your own custom display formats by clicking the grey “Define Custom Display Format” button at the top right of the pane.

Don’t Panic! Simply log out of your ID without conducting any searches and return to the login screen. Ensure that you check the continue last session box and log back in to the system. Your search history should be restored.

If you have already conducted a search after logging in without clicking the continue check box please contact support@minesoft.com as soon as possible stating your user ID and the time that the event occurred.

Please note: the longer it takes to inform the support team that your search history has been erased, the less likely it is that we will be able to recover your data.

Searching with PatBase

Use truncation to expand keyword searches and include keyword variations within your results.

Use ! which represents an optional character.

FT=(colo!r) – this searches for color, colour etc

Use ? which represents exactly one character.

FT=(organi?e) – this searches for organise, orgranize etc

The SC command will search the CPC, IPC, USPC, Locarno and the JP classifications systems for the query input after the “=” to find any relevant hits.

As long as the search query is contained within at least one of the mentioned classification systems PatBase will return a hit for any families matching the query.

E.g. an SC=(B60G17) search will find families with the JP F-index code of B60G17 which contain no other documents from other jurisdictions, while a CPC or IPC=(B60G17) would miss these families as the JP F-index is not searched with the IPC= or IPC=.

Latin and non-Latin text are indexed together in PatBase, so a non-Latin assignee name search can be run as a normal assignee search, e.g. PA=(华为)

Chemical names frequently contain punctuation such as brackets, commas and hyphens. To clarify that these are not to be interpreted as operators, using quotes is recommended e.g. FT=2-Amino-2-[2-(4-octylphenyl)ethyl]propane-1,3-diol. Quotes are required if the option that interprets ,-+ as Boolean operators is in use.

Recall on chemical names can often be boosted by liberal use of the underscore operator. Frequently where a hyphen can occur in a chemical name it would also be reasonable for there to be a space or no delimitation. An underscore matches either a punctuation character or no punctuation. For example, alkylamino_pyrimidine will match any of: alkylamino-pyrimidine, alkylaminopyrimidine or alkylamino pyrimidine.

Run a regular keyword search for any sequence using the Search form or the Command line.

You can also use the Genes & Proteins form within PatBase Thesaurus.

For sequence data, select the PatSeq link found within the full text view. The link will take you directly to PatSeq (lens.org site) and show how many sequences are found for the selected publication. You can view each sequence individually by clicking on the magnifying icon in line with the sequence ID number.

To perform a sequence search in PatSeq, use the “Patseq Finder” option. To bring PatSeq results back into PatBase, export the publication numbers in an Excel file and copy and paste these numbers into the Upload Numbers tool in PatBase.

When searching numbers as text characters in PatBase it is necessary to enclose them in quotation marks. This informs the system that you are looking for the number in the text, not attempting to recall the search line of the same number into your query:

“1” and “2” will search for the numbers 1 and 2 in the default text area of every document in the database, returning as hits any documents that contain both 1 and 2 in the selected default field. Alternatively, you can place quotation marks around the entire phrase, e.g. TAC=(“Type 2 diabetes”)

On the other hand, (1 and 2) will combine your search step 1 with your search step 2 and return any results that match both sets of criteria.

Any text fields can be suffixed with a two letter language code (LC). For example TAC_DE searches across the title, abstract and claims of German text. ATAC_LC fields additionally cover machine translated text that originally was in the given language. This functionality can be helpful where the same word means different things in different languages. For instance, TI=(gift) vs TI_DE=(gift) – Gift in German means poison! The language codes codes follow the ISO 639-1 standard, with CN, JP, KR additionally being allowed for Chinese, Japanese and Korean.

You can use the Country and publication codes CC= (Publication Country) or PRC= (Priority Country) to filter your search results.

You can also change the display format of your search (by default you will see the US publication first, where available).

You can go to Menu > custom display formats and choose the fields you want to display and add a country display preference. You can give a name to this display format and you will be able to select it when doing an export.

The truncation operator takes priority, and the quotation marks are ignored. So, searching “crane*” is equivalent to searching crane*.

Yes, truncation operators will also look for numbers as well as characters, so searching for P!HB will find hits like P4HB and PHB.

The GRANT command can be queried with: YES, country code (CC), date/date range (Date format: YYYY, YYYYMM or YYYYMMDD) or both country code & date.

GRANT=YES searches for families with at least one granted publication.
GRANT=(US202006) searches US granted publications in June 2020.
GRANT=(2015:2020) searches for granted publications from the 2015 to 2020.

The ALIVE or DEAD commands can be queried with: YES, country code (CC), date/date range (Date format: YYYY, YYYYMM or YYYYMMDD) or both country code & date.

Alive=yes searches for families with at least one alive publication
Alive=FR2000 searches for families with at least one alive FR publication from 2000
Dead=yes searches for families with all dead publication
Dead=CN searches for families with all dead Chinese publications

Use the PRSD command which searches the information available under the Legal Status event description.

For example:
SPUB=(PRS=EP_LSNP and PRSD=(Ref country code AND (CH OR DE OR FR)))
This would find families that has a national EP entry in Switzerland, Germany or France.

Keywords searches within the same text field are searched within the same publication.
TAC=(solar AND panel) – ‘solar’ and ‘panel’ both need to appear within the same publication to be a hit.

Keyword searches in different text field commands are searched within the same family.
TAC=(solar) AND TAC=(panel) – ‘solar’ can appear in one publication and ‘panel’ in another publication within the same family to be a hit.

Citation commands such as CTA, CTB, CTF etc, searches patent citations only. To search available non-patent literature citation information, use the command NPLCT.

In PatBase, any publication will be given a machine translated title and/or abstract if there are no other English or machine translations within the family. Full text will also be given a machine translation if there is no other English or machine translation within the family.

If there were 2 Spanish patents in a family, 1 of them would be machine translated, and it is searchable without ticking the option “include machine translations”.

If there was 1 Spanish patent and 1 US patent in the family, the Spanish patent would not be machine translated, as the family is already searchable in English through the US patent.

For non-Latin searches: Chinese, Japanese, Korean, Thai and Russian, only the translated title/abstract of the master patent is included when searching without “include machine translation”. Machine translations for non-Latin data is kept permanently.

When selecting “include machine translation”, PatBase will look at all available machine translated text and include this in the search.

This means both original and machine translated text is searched.

The following fields support yes/no for existence checks:
AB
CL
CPC
DSC
EX
FDA
GC
IC
IC8
IPC
JCI
JCT
LC
TI
UC

When you are searching for AB=no, this will find hits where there is at least one publication in the family that has no abstract.

When you are searching with … NOT AB=yes, this will then find hits where all publications in the family do not have an abstract.

Viewing results in PatBase

Relevance sorting is determined by considering how many of your search terms occur in a match, how many times the search term occurs (term frequency) and how many times the search term occurs across all patents (document frequency). This sort of metric is commonly referred to as TF-IDF (term frequency-inverse document frequency). The scoring is applicable to all fields, not just key word searches e.g. a search for a common or an uncommon classification will consider those families with the uncommon classification to be more relevant than one with just the common classification, although a family with both would be considered even more relevant.

There is a command line function to jump to and view a specific range of families within a result set.

V Sn1 classic n2-n3

Where:
Sn1=the search step number you wish to view results from
N2=the first family record from the set you wish to view within your range
N3=the last family record within the set you wish to view within your range
Classic= the display format you wish to use can be replaced by any other display format name including “custom” (this will only work with the first custom display format and not those named custom 1-4)

For example, if the search step 4 contains 100 results, to view results 95-100 in the bibliographic view, enter: V S4 biblio 95-100. It is not necessary to include e.g. classic or biblio, if nothing is included, the records will be displayed in your default record display format. E.g.:

V S5 51-100

Will display records 51 through to 100 from search number 5 in your default record display format.

Entering this command will jump to the result range and view specified.

full text filter can be applied in the Hits view as well as when viewing the Full text in both “Browse” and “View” modes. To use this filter, you must be viewing results from a keyword search. Please note, after the filter has been activated it will remain on until switched off. This may affect your ability to view information from other searches that are unrelated to your filter criteria. In addition to the keyword filter there are also three additional filters that can be applied within these views:
    • Country filter: Selecting “All” will display all countries within the Hit analysis/full text view. Select “Countries” and enter the country codes of interest to restrict the results shown to only documents from the entered CC codes e.g.: US, EP, DE for only American, European or German documents.
    • Publication filter: Select to choose to display either all or only granted documents.
    • Sections filter: Select “All” to display all document sections or select the sections of interest from Title/Abstract, Claims, and Description. Multiple sections can be displayed in one view.
If you have entered keywords into the highlighting tool or Keywords In Context (KWIC) search-bar then only documents containing your input keywords will be displayed. To change or cancel a filter simply alter your inserted keywords and click “apply” or click cancel to remove the filter entirely.

When viewing results, change the sorting order to “Most cited” to view records with the most forward citations first.

There are 2 types of keyword highlighting available in PatBase.
  • Query highlighting (KWIC) – automatically applied when searching for keywords. Please note, if you have specified a text field area e.g., TAC=(artificial intelligence) then the keyword will only be highlighted in the title, abstract and claims section of the document. Similarly, add A in front of the text field command to highlight keywords in the machine translations, e.g., ATAC=(artificial intelligence).
  • Advanced highlighting – highlight multiple keywords/phrases across the full text, truncation and proximity operators can be used.
The Dead or Alive status is displayed in the family table as red (Dead) or green (Alive) squares next to the publication number. Records have their Dead or Alive status assessed as soon as a new legal event is received. This could be from the EPO or from other legal status feeds such as USPTO PAIR, JAPIO, SIPO, INPI and DPMA. Events such as a “lapse” or “withdrawal” is used in the calculation of the Dead or Alive status, however if a record does not receive a legal status event effectively “killing” the record, then the Dead or Alive marker will only be re-calculated for a record to be dead after a period of time has elapsed (for a patent/patent application this is 25 ½ years from application date). Every Wednesday a date-check is made against records to expire them if they have run their term since the previous re-calculation.  
  • WO – latest priority date is older than 42 months
  • Patents – application date is older than 25 ½ years
  • Utilities – application date is older than 10 years
  • Designs – application date is older than 15 years

The estimated patent term expiry (PEXP) and the Dead or Alive status (the red and green square tags) are calculated differently. The PEXP has specific logic which considers patent validity periods for each country, type of document, supplementary protection certificates and also includes Patent Term Adjustment and Patent Term Extensions for the calculation.

Currently we are unable to take into consideration US continuations as in practice it is not possible to utilise this within the logic of PEXP. There is a project that could help identify continuations in the future.

An independent claim is a standalone claim that does not refer to another claim.

Sharing results and insights

If performing an XML, CSV, RIS, MHT, or Excel format export then you would need to include the “family information” field in your export.

If completing a Word, RTF, PDF, or HTML format export then the Classic, Full, Bibliographic, or Family Table formats will include this information.

The Data Locator tool extracts the data for the selected datapoint of interest to reveal relevant patent numbers. Users can easily copy the full list of numbers or export all numbers in CSV format. In addition, users can search this data in PatBase, run an instant analysis or view the details of the documents that make up this data point.

To access the Data Locator tool:

  • Click on the blue, red or orange figure box displayed on the dashboard page
  • Click on chart data when viewing analysis charts
  • Click on a datapoint cell in the table when viewing the raw data behind a chart

This sort of restriction is only possible for the following formats: XML, CSV, RIS, MHT, or Excel/XLSX.

After selecting one of the above formats select to complete your export at a publication level and scroll down below the field selection boxes to the publication filter.

Here you can specify whether to include:

    • All publications from all countries within your result set
    • Publications only from a specified range of countries (controlled by entering the country codes of the countries of interest) with the option to select grants only if available
    • Only one publication per family with the option for the document to be a grant if one is available. This option includes a country preference filter, controlled by entering the country codes of preference – if none of the selected is available then the first English-language publication will be selected
    • To export selected family members only (publications that have been manually selected by the user by checking the tick box next to the publication when viewing the family table)

Our Fair use policy limits the total number of documents that can be exported from a user ID to 10,000/day or 30,000/month. An offline export will not complete if the total number of documents exported including the current request exceeds either of these limits.

The daily quota is re-set every 24 hours, and the monthly quota on the 1st of every month.

If you have reached your limit, or need to conduct a one-time export of more than 10,000 records in a day, please contact Minesoft at support@minesoft.com and we will do our best to accommodate your request, either by completing the export ourselves and forwarding your results or temporarily raising your quota.

Please note: users that frequently make such requests may be asked to pay an additional surcharge.

To complete a PDF or word report-style export select the format you wish to conduct the export in eg: PDF and, after clicking through to the next screen, select “Custom Export” (the last option in the display format list).

After clicking continue you will be taken to a field selection box where you can choose the fields you wish to include in your report, including custom user fields should your PatBase domain have these enabled and in use.

You can also control the country display preference and whether to preferentially select granted publications if a grant is available at this stage.

The system will remember your field selection the next time you initiate an export, however, if you change the field selection the previous schema will be replaced with the new fields chosen.

When sharing data with colleagues or clients you have a number of options when using PatBase:

a) Publish a result set
You can Send the results of a search directly to a colleague from within the system by clicking “more” against the search line and clicking “Publish/Send results” from the “More Options” table, on the right-hand side of your screen. You will be prompted to name your search and then enter the recipients and the email address you wish to send from, along with an accompanying message.

Your colleague will receive a link along with your message. They have the option of viewing the results in PatBase or PatBase Express if they have access to those systems, or in the PatBase folder viewer if they do not. The folder viewer contains the bibliographic data on the family, a snapshot analytics function on the sent result set, and the ability to export the results as a PDF. The link will remain active for 6 months.

b) Share a folder
Folders can be published in the same way that a search set can be. Mouse over the “Folder” tab and select “My saved folders” to open the folder you wish to publish. With the folder open, hover over the “Folder” tab again (the tab will be renamed to the name of the folder you selected) and click “Publish”.

To share a folder, mouse over the “Folder” tab and open your saved folders: you can now either open the chosen folder and share it by mousing over the folder tab again and selecting “Share”, or simply navigate to your saved folders and click the “Share” option against the folder(s) of choice. This will make the folder available to users on the same PatBase domain as you. The user sharing their folder can elect whether they wish to give only read access to the folder, or read-write, allowing other users to add documents to the folder or add or edit existing notes placed against any documents in the folder etc.

Tools in PatBase

Citation Explorer makes it simple and easy to run a search on the citations marked against your reference family.

Within the left-hand scroll table in your Citation Explorer session you will see 3 drop-down sections.

The black section titled “family members” contains all documents held within the family upon which the Citation Explorer session was run:

The second and third sections, in red and blue and titled “Backwards” and “Forwards” respectively, cover the citations that are listed against the currently viewed family.

(NB: a newer family may not contain forwards citations data if no documents currently in the database are marked as having cited the currently viewed family.)
(NB: newer families may not contain forwards citation data as they might not have been cited yet)

to view one or more of the backwards or forwards citations in PatBase, click the downward arrow to open up the relevant drop-down:

Check the documents of interest using the tick-boxes provided.

Once you have made your selection, click the PatBase icon as shown below, to run a PatBase search on your selection.

(Please note: it is not currently possible to search both forwards and backwards citations simultaneously. Instead follow the steps above for the backwards citations and then repeat for the forwards citations to receive two search lines, one for each search. These can be combined using Boolean operators)

The Data Locator tool extracts the data for the selected datapoint of interest to reveal relevant patent numbers. Users can easily copy the full list of numbers or export all numbers in CSV format. In addition, users can search this data in PatBase, run an instant analysis or view the details of the documents that make up this data point.

To access the Data Locator tool:

  • Click on the blue, red or orange figure box displayed on the dashboard page
  • Click on chart data when viewing analysis charts
  • Click on a datapoint cell in the table when viewing the raw data behind a chart

In this example we will be sharing the legal status timeline for a family, however this process will work with the table, reassignment and priority map views as well.

First open the Legal Information Browser for the family of interest, and navigate to the screen you wish to share:

Next click the additional options symbol as shown in the screenshot below to access a dropdown list of the various formats in which you can export the date in the current view.

The file formats available will change depending on the data being viewed: for example the excel file format is available as an option when viewing the legal status table information but not when viewing the timeline.

You also have the option with all views to either generate a link which you can host yourself or send directly to a colleague or an email option which will open a new email message and automatically populate it with a link and a short message:

All search commands can be used to create an alert strategy.

One thing to note, if creating an alert strategy using citation commands, it functions just like any other search command in finding new families. So, a UE alert on a CTF search does not necessarily mean there is a new citation, it means a new publication in a family that cited the alert query.

Getting started with PatBase Express

Navigate to Settings & Password under More options in the toolbar.

Enter your new password where directed:

The PatBase Express interface is available in English, Chinese, French, German, Japanese, Portuguese and Spanish.

The language can be changed in 2 places, either from the log-in screen:

Or, navigate to Settings & Password under More options in the toolbar.

Click Select Language, to choose your preferred language.

One PatBase Express patent family represents one invention. Members of a PatBase Express family share one or more common priority number(s). The families include continuations in part.

Full coverage and update information is available in the help files (select Help on the toolbar) under Coverage and update information.

PatBase Express is designed to be more intuitive and for the occasional user, such as an engineer or R&D user, whereas PatBase is designed for professional patent searchers. The two interfaces include the exact same data. Please see PatBase and PatBase Express comparison table to find out more.

Searching with PatBase Express

PatBase Express holds information about patents (including plant patents), utility models and designs. Various types of publications are covered, for an example from applications and grants to search reports.

The Data Locator tool extracts the data for the selected datapoint of interest to reveal relevant patent numbers. Users can easily copy the full list of numbers or export all numbers in CSV format. In addition, users can search this data in PatBase, run an instant analysis or view the details of the documents that make up this data point.

To access the Data Locator tool:

  • Click on the blue, red or orange figure box displayed on the dashboard page
  • Click on chart data when viewing analysis charts
  • Click on a datapoint cell in the table when viewing the raw data behind a chart

Bibliographic information is the information given on the first page of a patent document. This includes the title, abstract, publication number & date, application number & filing date, classifications, priority number & date, inventors, assignees, image etc.

Unless otherwise set by your system administrator, the default Quick Search will be within the title, abstract and claims.

By default, PatBase Express searches for worldwide patent data when first logging into the system and when Worldwide is present at the top of search screens.

Users have the option to switch the database from worldwide to a specific country’s data only. This is done by clicking Change and selecting the radio button for a specific country, the change button is located at the top of most search screens.

Selecting a specific country and preforming a search will only search and display data from the selected country.

A user will know if they are searching in a specific country’s data or in the worldwide data by the indicated flag at the top of the search form.

Use truncation to expand keyword searches and include keyword variations within your results.

Use ! which represents an optional character.

colo!r – this searches for color, colour etc

Use ? which represents exactly one character.

organi?e – this searches for organise, orgranize etc

Previous searches can be combined and rerun with a new search, options are at the bottom of the Advanced search and Search forms.

The past searches will remain listed until you log out of PatBase Express or until the browser is closed.

Please note, the combine searches feature and / or re-running previous searches is also available to use with non-Latin searches and Thesaurus searches.

Viewing results with PatBase Express

Search results can be sorted by relevance or by newest record first. By default, results are put in order of relevance. This can be changed using the dropdown arrow found at the top of the page.

Relevance sorting is determined using the keywords from the search query that generated results. Families containing a higher frequency of your searched keywords are placed first in your results list, and families with fewer keyword hits found later in the results order.

Bibliographic information is the information given on the first page of a patent document. This includes the title, abstract, publication number & date, application number & filing date, classifications, priority number & date, inventors, assignees, image etc.

The probable assignee is the most likely current owner of the family based on reassignment information, legal status data and the most recent publication appearing in the family. There is only one probable assignee per family. If there is a shared ownership, the first listed assignee on the source file is selected.

Data, such as links to PDFs, is provided where available from our sources. It may be that there is no coverage for a specific jurisdiction or there is a time delay in the availability of the data. If you are particularly interested in data from a specific jurisdiction, please contact support@minesoft.com and let us know, as we are always interested to hear your feedback.

Sharing results and insights

You can save results either ‘In my list’ or in a private folder. Records added to ‘my list’ will remain for 7 days. Records added to a folder will remain until deleted. Please see help files for more information on saving data.

a) Publish a result set

You can send the results of a search directly to a colleague from within PatBase Express by clicking on the arrow next to the Export icon and choosing Share search results. You will be prompted to name your search and then enter the recipient(s) and the email address you wish to send from, along with an accompanying message. Your colleague will receive a link along with your message. They have the option of viewing the results in PatBase or PatBase Express provided they have access, or in the PatBase folder viewer if they do not. The folder viewer contains the bibliographic data on the family, a snapshot analysis function on the result set, and the ability to export the results as a PDF. The link will remain active for 6 months.

b) Publish a folder

Folders can be published in the same way that a search set can be. Select the My folders icon at the bottom of the page and open the folder you wish to publish. Click the downwards arrow to expand the Export drop-down menu and select Share.

c) Share my list

Lists can also be shared with PatBase Express users and non-users. Open your list by clicking My list at the bottom of your screen. Select the “Publish my list” icon in the top right-hand corner of the page. This will generate an offline link which can be copied and emailed directly to a colleague.

PatBase Express users are not able to create shared folders to use dynamically with other users. PatBase users, typically your system administrator, can select the option “show folder in PatBase Express” when sharing a folder in PatBase. Additional shared folder options include displaying family notes and family ranking for Express users to view. The shared folder can then be accessed and viewed by PatBase Express users from the bottom tool bar by selecting “Public folders”.

If performing an XML, CSV, RIS, MHT, or Excel format export then you would need to include the family information field in your export.

If completing a Word, RTF, PDF, or HTML format this information will automatically be included.

This sort of restriction is only possible for the following formats: XML, CSV, RIS, MHT, or Excel/XLSX.

After selecting one of the above formats select to complete your export at a publication level (the second tab). On the right-hand side of the page, there are options to Filter publications included in the export. Here you can specify whether to include:

    • All publications from all countries within your result set
    • Publications only from a specified range of countries (controlled by entering the country codes of the countries of interest)
    • Only one publication per family. This option includes a country preference filter, controlled by entering the country codes of preference – if none of the selected is available then the first English-language publication will be selected

It is not possible for PatBase Express users to export machine translations.

Our Fair Use policy limits the total number of documents that can be exported from a user ID to 10,000/day or 30,000/month. An offline export will not complete if the total number of documents exported including the current request exceeds either of these limits.

The daily quota is re-set every 24 hours, and the monthly quota on the 1st of every month.

If you have reached your limit or need to conduct a one-time export of more than 10,000 records in a day, please contact Minesoft at support@minesoft.com and we will do our best to accommodate your request, either by completing the export ourselves and forwarding your results or temporarily raising your quota.

Tools in PatBase Express

The PatBase Thesaurus draws its terms from a number of external sources as well as PatBase data, hence if you are taking terms from the Thesaurus back into PatBase some formatting may be required.
For example a Thesarus search on “482-54-2”, a CAS number for a metal chelating agent, returns among other terms:
(1,2-Cyclohexylenedinitrilo)tetraacetic acid

This term cannot be searched directly as written, for a number of reasons:
The brackets that make up part of the name will have to be removed, as these will be interpreted by the system as part of the query’s logic structure. Replace them with spaces first:
1,2-Cyclohexylenedinitrilo tetraacetic acid

Next remove any remaining punctuation (comma’s, hyphens etc), and place quotes around the numbers (this stops the numbers being interpreted as recalling previous search lines, and instead searches them as text)
“1” “2” Cyclohexylenedinitrilo tetraacetic acid

You can now search the above as a phrase by simply pasting into the command line, and the system will search for the above words in that order.

In this example we will be sharing the legal status timeline for a family, however, the process will work the same with the Table, Reassignment and Priority Map as well.

Open the legal status view for the family of interest and navigate to the screen you wish to share.

Next, click the additional options symbol as shown in the screenshot below to access a dropdown list of the various formats in which you can share/export the date in the current view.

The file formats available will change depending on the data being viewed: for example the excel file format is available as an option when viewing the legal status table information but not when viewing the timeline.

There is also an option from each section to generate a link which you can host yourself, send directly to a colleague, or an email option which will open a new email message and automatically populate it with a link and a short message, as shown below.

Snapshot

To create or edit custom groups of assignees or jurisdictions, open Snapshot and go to Edit Groups in the Chart Settings.

To create a new group, click + New under the Edit column in the pop-out window. Name the new group, select the assignees or jurisdictions that you want to group together and click the save icon. Once you have created a group you can manage it in the third column – there are options to rename, delete or turn on/off.

Open the Chart Settings of the chart for the data you are interested in, select Show table. Check the boxes of interest and open the drop-down menu to choose whether to combine with your previous search query, remove from your search or create a new search.

When viewing results as a pie chart or bar chart, you can download the image as a PNG, JPEG, PDF, SVG, CSV, XLS file or you can print by simply clicking at the download button in the top right-hand corner.

When viewing results in the table view, you can export the information to Excel, XML, CSV, TSV, HTML, JSON, PDF or you can print by simply clicking the relevant button at the bottom of the table.

Getting started with Analytics V3

For the majority of your analysis there is no sampling applied. However, due to the amount of data being analysed, sampling is applied to Keyword Clustering if there are more than 10,000 families, to Keyword Landscape if there are more than 1,000 families and Citation Networks if there are more than 500 families.

To rename an analysis, in the dashboard page click on the title area [Not Named] in the middle green information box and enter a name. Click “Done” to save.

All analyses that have been run in AV3 are automatically saved. To return to a previously run analysis, click on the “Analysis” tab at the top of the Analytics menu and select “…Your Searches” below.

Access “Settings” from the bottom of the Analytics menu on the left-hand side and select “Styles”. There are various themes and chart styles to select from.

To change chart styles on the fly, use the quick style selector keyboard shortcut by pressing and holding [Ctrl] & [Alt] and then the [space bar].

Use the Analytics menu on the left-hand side to navigate through the different analysis options available. Alternatively, in the dashboard page, select the open chart icon from any of the displayed widgets to view the summary chart in greater detail.

Analysis data

Families often have multiple jurisdictions, published years, inventors, classifications, assignees and/or agents. Therefore, when viewing analysis charts with the “Families” metric option, it will count (display) a family for every jurisdiction / every year / every classification etc in which it is published.

Publications generally only have one jurisdiction and published date but again may have multiple assignees, inventors, classifications and/or agents.

This is often the case when using groups, as they are applied on the raw data and not the specific families.

For example, the chart might display 3 US families and 3 FR families. If US and FR are grouped together, then the assumption is 6.

However, if we had the specific family numbers:

UK: 81518548, 74825261, 74876918

FR: 81518548, 74825261, 74825006

We would see they share 2 of the same families 81518548 and 74825261, so the correct answer should be 4, which is retrieved by the data locator tool.

Jurisdiction analysis

In the jurisdiction summary World map chart analysis, EP and WO patents are not considered in this chart view as it would mean the entire chart would be coloured/shaded. Only individual jurisdictions are considered, so if a family contains FR, US, EP and WO publications, only the FR and US documents would be displayed in the World Map chart.

To display all jurisdictions (including EP and WO), select a different chart type from the Chart Settings “Type” tab, such as a bar chart.

Years analysis

The years will vary depending on the analysis options – it should be the one most intuitively close to the metric. ​Families use the publication year, applications show the application year, grants uses the grant year etc.

The estimated expiry dates are derived by adding 20 years to the earliest priority year of granted applications.

Classification analysis

Technology fields and sectors are as defined by WIPO:

https://www.wipo.int/export/sites/www/ipstats/en/statistics/patents/xls/ipc_technology.xls

It is possible to use SHIFT + Click on a field or sector in the chart to see the full classification breakdown.

Keywords analysis

Keywords – uses the most commonly occurring keywords (found within titles and abstracts).

Concepts – uses concepts semantically derived from the top classification codes.

The landscape analysis can show white space through 2D or 3D charts.

The 2D landscape highlights commonly used keywords (or concepts) as clusters, with intensity (occurrences) in line with the implied “height” of the landscape. The blue “sea” represents low-lying (fewer families) and the land (from coast to peak) being “higher” and therefore representing more families.

The 3D (topographical) landscape works as per the 2D landscape, except it renders the third (Z) dimension displaying the “height” instead of just implying height by colouring (as the 2D version does). Therefore, clusters containing more families are shown as relative “height” in the z-plane.

Grouping data

To create or edit custom groups, select “Settings” on the menu on the left-hand side of the page, and then click “Groups” on the secondary drop-down menu. Here you will be able to follow the links to edit your groups in the Grouping App. Alternatively, you can access the Grouping App from the Chart Settings.

Alternatively create/edit the groups from the Chart Settings on graphs that contain assignee, jurisdiction, classifications, inventors or agents.

Groups are applied to all relevant analyses and not just the currently displayed analysis. Groups will not be displayed if they are deactivated in edit groups/grouping app, or if the group analysis option is toggled off in the chart settings.

Groups are specific to the individual user and therefore not applied to the shared chart. It is recommended to download the chart image in the formats available, such as PNG, JPEG etc, and share the chart image with your colleague.

Alternatively, if you are sharing your analysis with a PatBase user, it is recommended to share the entire analysis along with your groups file at the same time.

To share an entire analysis, navigate to “Analysis” in the Analytics menu on the left-hand side and select “your saved searches”. In here, select from the red “View” drop-down menu “Share analysis link” against the analysis you would like to share.

To share a groups file, navigate to the grouping app and select the import/export icon under the Manage column. In the pop-up, you will then be able to export your groups, and in the same pop-up your colleague can upload the group file you share with them.

Create a group and name it “hide”. Any value added and saved to this group will be hidden from the chart view.

Sharing results and generating reports

The Data Locator tool extracts the data for the selected datapoint of interest to reveal relevant patent numbers. Users can easily copy the full list of numbers or export all numbers in CSV format. In addition, users can search this data in PatBase, run an instant analysis or view the details of the documents that make up this data point.

To access the Data Locator tool:

  • Click on the blue, red or orange figure box displayed on the dashboard page
  • Click on chart data when viewing analysis charts
  • Click on a datapoint cell in the table when viewing the raw data behind a chart

To save or export your charts go to Chart Settings and navigate to the “Share and Download” tab.

From here you can generate a share link, that will produce a URL that will allow you to share the chart with colleagues.

You also have the option to save the chart as a PNG, PDF, or JPG file, as well as printing directly.

To export your data, select the “Data” button and scroll to the bottom of the table. As shown in the figure below you have multiple options on how to export this data.

You can export as Excel, XML, CSV, TSV, HTML, JSON, and PDF files.

The dashboard share link is dynamic, this means that the shared dashboard page will display updated patent data information.

The chart share link is static, this means the chart will be shared as displayed on your screen. Any applied groups will also not be displayed as they are personal to the user.

It’s possible to add a company logo to your Analytics and to add your name and your company name from the Settings.

You could also adjust the colours used in the charts and graphs under “Styles” to align more closely with your company colours.

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