Free E-Book on Practical Patent Searching
PatSeer is pleased to announce the second edition of the book on Patent Searching, with new exercises and various examples of different types of search techniques.
New to this edition:
Since the first edition of the book, our focus has been on substantiating the theoretical discussion with practical examples. To this effect, in the second edition, not only have some of the examples been elaborated upon, but also a set of exercises with answers has been added at the end of each chapter in the first section. Furthermore, as there were many improvements in PatSeer’s patent research platform, Section II has been updated to reflect the latest capabilities of the solution.
This book will help you answer the following questions:
- What are the different types of Patent Search Projects
- What are key features to learn in any search database
- How to create a search strategy for different types of Search Projects
- How to map your search strategy to Decision Making
- What patent content and unique capabilities does PatSeer database have
- What are the key features of PatSeer
Book Synopsis:
This book has been written to serve as a guide to the art of Patent Searching and how you can use PatSeer
for your patent research.
This book is divided into two sections: Section I covers the basics and importance of patent searching, types of patent searches, and examples of different search strategies, whereas Section II talks about PatSeer as a patent database, its content, different search aids, result view features, analyzing results, and other project management and sharing features.
Table of Content
PART I – GUIDE TO PRACTICAL SEARCHING
CHAPTER 1 PATENT SEARCHING – AN OVERVIEW
EXERCISE 1
CHAPTER 2 THE ART OF PATENT SEARCHING
2.1 EXHAUSTIVE SEARCHES AND SEARCH OPTIMIZATION
2.2 EXTENSIVE SEARCHES AND DATABASES
2.3 BROAD HEADS OF SEARCHES: KEYWORDS, IMAGE, CLASSIFICATION, STRUCTURE AND SEQUENCE
EXERCISE 2
SOLUTIONS FOR EXERCISE 1
CHAPTER 3 TYPES OF SEARCH PROJECTS
3.1 PATENTABILITY
3.2 PATENT INVALIDATION
3.3 FREEDOM TO OPERATE (FTO)
3.4 PATENT LANDSCAPE
3.5 EQUIVALENT SEARCH
3.6 LEGAL STATUS SEARCH
3.7 PATENT TERM EXTENSION SEARCH
EXERCISE 3
SOLUTIONS FOR EXERCISE 2
CHAPTER 4 PATENT SEARCH TECHNIQUES INTRODUCTION
4.1 PREPARING SEARCH TERMS
EXERCISE 4
SOLUTIONS FOR EXERCISE 3
CHAPTER 5 UNDERSTAND YOUR DATABASE
5.1 SEARCH FIELDS
5.2 FAMILY MEMBER LISTING AND DISPLAY
5.3 RECORD TYPE
5.4 STEMMING
5.5 MULTILINGUAL FEATURES
5.6 CHEMICAL LOOKUP
EXERCISE 5
SOLUTIONS FOR EXERCISE 4
CHAPTER 6 SEARCH OPERATORS
6.1 BRACKETS
6.2 BOOLEAN OPERATORS
6.3 DEFAULT OPERATOR
6.4 PROXIMITY AND TRUNCATION OPERATORS
6.5 HIT CUTOFF OPERATOR
6.6 TERM BOOSTING
6.7 MINIMUM MUST MATCH QUERY
6.8 LIMITED TRUNCATION
EXERCISE 6
SOLUTIONS FOR EXERCISE 5
CHAPTER 7 PATENT SEARCH TECHNIQUES INTRODUCTION
SOLUTIONS FOR EXERCISE 6
CHAPTER 8 CREATING A SEARCH STRATEGY EXAMPLE 1 – PATENTABILITY SEARCH
8.1 UNDERSTANDING THE INVENTION
8.2 CREATING THE INVENTION STATEMENT AND GENERATING KEYWORDS
8.3 IDENTIFYING PATENT CLASSIFICATIONS
8.4 DEVELOPING THE SEARCH STRATEGY
CHAPTER 9 CREATING A SEARCH STRATEGY EXAMPLE 2 – FTO SEARCH
9.1 UNDERSTANDING THE INVENTION AREA
9.2 RESTRICTIONS
9.3 IDENTIFYING PATENT CLASSIFICATIONS
9.4 DEVELOPING THE SEARCH STRATEGY
CHAPTER 10 CREATING A SEARCH STRATEGY EXAMPLE 3- INVALIDATION SEARCH
10.1 UNDERSTANDING THE INVENTION
10.2 RESTRICTIONS
10.3 IDENTIFYING PATENT CLASSIFICATIONS
10.4 DEVELOPING THE SEARCH STRATEGY
CHAPTER 11 CREATING A SEARCH STRATEGY EXAMPLE 4 – LANDSCAPE SEARCH
11.1 UNDERSTANDING THE INVENTION
11.2 IDENTIFYING PATENT CLASSIFICATIONS
11.3 DEVELOPING THE SEARCH STRATEGY
CHAPTER 14 NON PATENT SEARCHES
EXERCISE 8
SOLUTIONS FOR EXERCISE 7
CHAPTER 15 MAPPING PATENT SEARCH TO STRATEGY AND DECISION MAKING
SOLUTIONS FOR EXERCISE 8
CHAPTER 16 DIMENSION 1 – MAPPING OF STRATEGY BASED ON STAKEHOLDER TYPE
16.1 BUSINESSES WITH IN-HOUSE RESEARCH CAPABILITIES
16.2 BUSINESSES WITHOUT IN-HOUSE RESEARCH CAPABILITIES
16.3 RESEARCH INSTITUTES
16.4 INVESTORS
CHAPTER 17 DIMENSION 2 – MAPPING OF STRATEGY BASED ON PROJECT TYPE
17.1 PATENTABILITY
17.2 PATENT INVALIDATION
17.3 FREEDOM TO OPERATE/ FTO
17.4 PATENT LANDSCAPE
17.5 EQUIVALENT SEARCH
17.6 LEGAL STATUS SEARCH
17.7 PATENT TERM EXTENSION SEARCH
CHAPTER 18 EXEMPLARY CASE STUDY
EXERCISE 9
CHAPTER 19 PATENT GLOSSARY
PATENT RECORD TYPES
PATENT FAMILIES
PATENT CITATIONS
FIELDS OF A PATENT
SOLUTIONS FOR EXERCISE 9
PART I – GUIDE TO PRACTICAL SEARCHING
CHAPTER 2 PATSEER CONTENT AND CAPABILITIES
2.1 COVERAGE
2.2 SEARCH SYNTAX
2.3 SEARCH AIDS
2.4 REVIEW AND ANALYSIS
2.5 EXPORTS
2.6 ALERTS
2.7 PROJECTS
CHAPTER 4 PATSEER SEARCH
4.1 SEARCH FORMS
4.1.1 QUICK SEARCH
4.1.2 SIMPLE SEARCH
4.1.3 COMMAND LINE SEARCH
4.1.4 NUMBER SEARCH
4.1.5 NATURAL LANGUAGE SEARCH
4.1.6 FIELD SEARCH
4.1.7 NON PATENT LITERATURE SEARCH
4.1.8 NON LATIN SEARCH
4.2 STACK MULTIPLE SEARCH QUERIES
4.3 RESIZABLE ELEMENTS IN QUICK/SIMPLE/FIELD SEARCH
4.4 MULTI-LINGUAL STEMMING
4.5 CROSS LANGUAGE SEARCHING
4.6 FAMILY SEARCHING CAPABILITIES
4.7 SEMANTIC SEARCH SUGGESTER
4.8 SEE RELATED CLASSIFICATIONS
4.9 LOOKUP MATCHING ASSIGNEE / INVENTOR
4.10 CORPORATE TREE
4.11 SYNONYM / RELATED TERMS LOOKUP – F9 KEY
4.12 SPECIAL CHARACTERS KEYBOARD
4.13 SEARCHABLE LEGAL STATUS
4.14 US RECORD TYPE AND TERM EXTENSION INFO. FIELD ADDED
4.15 SEARCH QUERY HIGHTLIGHTER
4.16 SEARCH TERM TRANSLATOR
4.17 SEARCH QUERY ANALYZER
4.18 SPELL CHECK
4.19 DETAILED FIELD CODE REFERENCE PORTAL
4.20 MANAGE SEARCHES
4.21 COMMENTING AND TAGGING SEARCH QUERIES
4.22 SEARCH SCRIPTING
4.23 ALERTS
CHAPTER 5 VIEWING RESULTS
5.1 CREATE AND APPLY THESAURUS
5.2 SEARCH RECALL
5.3 USER PREFERENCES
5.4 EDIT SEARCH
5.5 MULTIPLE RESULT VIEWING/SORTING
5.5.1 TABULAR VIEW
5.5.2 STANDARD VIEW
5.5.3 STANDARD AND CLAIMS VIEW
5.5.4 STANDARD AND FAMILY VIEW
5.5.5 DRAWINGS VIEW
5.5.6 DRAWINGS AND ABSTRACT VIEW ZOOM SUPPORT FOR FRONT PAGE DRAWINGS
5.5.7 NUMBER VIEW
5.5.8 CUSTOM VIEW
5.6 ZOOM SUPPORT FOR FRONT PAGE DRAWINGS
5.7 SHORTCUT KEYS FOR NAVIGATION
5.8 NUMBER SEARCH ORDER RETENTION
5.9 BULK PDF ORDERING AND CART SUPPORT
5.10 MOSAICS
5.11 SORTING RESULTS
5.12 DETAIL VIEW
5.12.1 SIDE-BY-SIDE VIEW
5.12.2 FULL TEXT VIEW
5.12.3 CLAIMS TRANSLATOR
5.13 CLAIMS TREE
5.14 DOCUMENT HIT MAP
5.15 TERM HIGHLIGHTING
5.16 FAMILY MEMBER ANALYSIS
5.17 FAMILY LEGAL STATUS TIMELINE
5.18 CITATION ANALYSIS
5.19 BACKWARD/ FORWARD CO-CITATIONS
5.20 LINK FOR OTHER REFERENCES FOR GOOGLE SCHOLAR
5.21 HIT ANALYSIS
5.22 KWIC VIEW
5.23 CLASSDEFINITION BROWSER
5.24 FULLTEXT ANNOTATION – HIGHLIGHT AND COMMENT ON ANY FULLTEXT PORTION OF RECORD
CHAPTER 6 ANALYZING RESULTS
6.1 RESULT FILTERING
6.1.1 FILTER BY ASSIGNEE NAMES
6.1.2 FILTER BY DIFFERENT DATE FIELDS
6.1.3 FILTER BY DIFFERENT CLASSIFICATIONS
6.1.4 ATTORNEY FILTER
6.1.5 EARLIEST PRIORITY YEAR AND EARLIEST PUBLICATION YEAR FILTER
6.2 TOPICS
6.3 SHOW/HIDE FILTER ITEMS
6.4 HIGHLIGHTING APPLIED FILTERS
6.5 QUICK STATS
6.5.1 CHARTS OVERVIEW
6.5.2 TOPICS MAP
6.5.3 CHART LAYERS
6.5.4 CHART DRILL-THROUGH
CHAPTER 7 PATSEER PROJECTS
7.1 CLONE A PROJECT
7.2 IMPORT RECORDS/ METADATA FROM OTHER PROJECTS
7.3 DEDUPLICATE RECORDS (REDUCE TO ONE MEMBER PER FAMILY)
7.4 SUPPORT FOR NON PATENT LITERATURE/ JOURNALS /EXTERNAL RECORDS IN PROJECTS
7.5 RATING/FLAG
7.6 COMMENTS
7.7 CUSTOM FIELDS
7.8 FILTER RECORDS BY SIMPLE FAMILIES AND EXTENDED FAMILIES
7.9 CATEGORIZATION
7.10 PROJECT FILTERS
7.11 RANGE FILTERS
7.12 KWIC LINK
7.13 PATENT DASHLETS®
7.14 SAVED CHARTS
7.15 PROJECT FILES
7.16 COMPARING PROJECTS
7.17 PROJECT SEARCH HISTORY
CHAPTER 8 PROJECT COLLABORATION AND SHARING
8.1 PROJECT SHARING AND PERMISSION GROUPS
8.2 PROJECT SPECIFIC RIGHTS
