New to this edition:

Since the first edition of the book, our focus has been to substantiate the theoretical discussion with practical examples. To this effect, in the second edition, not only some of the examples have ben elaborated upon but also a set of exercises with answers have been added at the end of the each chapter in first section. Further, 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 in two sections: Section I covers basics and importance of patent searching, types of patent searching, and example of different search strategies whereas Section II talks about PatSeer as a patent database, its content, different search aids, result view features, analysing results, and other project management and sharing features.

Table of Content

PART I – GUIDE TO PRACTICAL 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

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

4.1 PREPARING SEARCH TERMS

EXERCISE 4

SOLUTIONS FOR EXERCISE 3

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

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

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

9.1 UNDERSTANDING THE INVENTION AREA

9.2 RESTRICTIONS

9.3 IDENTIFYING PATENT CLASSIFICATIONS

9.4 DEVELOPING THE SEARCH STRATEGY

10.1 UNDERSTANDING THE INVENTION

10.2 RESTRICTIONS

10.3 IDENTIFYING PATENT CLASSIFICATIONS

10.4 DEVELOPING THE SEARCH STRATEGY

11.1 UNDERSTANDING THE INVENTION

11.2 IDENTIFYING PATENT CLASSIFICATIONS

11.3 DEVELOPING THE SEARCH STRATEGY

EXERCISE 8

SOLUTIONS FOR EXERCISE 7

16.1 BUSINESSES WITH IN-HOUSE RESEARCH CAPABILITIES

16.2 BUSINESSES WITHOUT IN-HOUSE RESEARCH CAPABILITIES

16.3 RESEARCH INSTITUTES

16.4 INVESTORS

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

PATENT RECORD TYPES

PATENT FAMILIES

PATENT CITATIONS

FIELDS OF A PATENT

SOLUTIONS FOR EXERCISE 9

PART I – GUIDE TO PRACTICAL SEARCHING

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

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

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

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

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

8.1 PROJECT SHARING AND PERMISSION GROUPS

8.2 PROJECT SPECIFIC RIGHTS

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