Patent Searching in new STN. May 2015

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1 Patent Searching in new STN May 2015

2 2 Agenda Patent databases in new STN Bibliographic searching Typical name searches System settings Searching dates and numbers Setup basic alerts Retrieve Extended Patent Families Process duplicates Outlook

3 Value add and full-text databases 3 Value-add patent family databases with multinational country coverage Patent family database INPADOC and first level full-text databases

4 4 CAplus on new STN CAplus > 41 million records > 10 M patent families Time coverage: From 1907 to the present Country coverage: IP publications from > 63 authorities, incl. defensive publications Content coverage: Chemistry, biochemistry and chemical engineering Value add Added TI and AB information CAS roles (RL), CAS Lexicon (CT), Proprietary Classification (CC) CAS indexing containing Registry numbers Updates: daily CAS REGISTRY > 94 M chemical substances Substance database linked to CAplus

5 CAplus title and bibliographic information 5 Title is enhanced if necessary Patent information contains information about basic patent... Deep indexing is available for basic patent

6 6 CAplus patent family... The CAplus patent family is based on the CAS family definition The basic patent publication is marked with an asterisk

7 CAplus indexing overview 7 The indexing section contains : - Patent classification - Substance indexing incl. Registry numbers... - Subject indexing incl. controlled terms Roles are applied to Registry numbers and substance classes...

8 8 Derwent World Patents Index (DWPI) on new STN DWPI > 27 M records and patent families Time coverage: From 1963 to the present Country coverage: IP publications from 52 sources, incl. defensive publications Content coverage: All technological areas Value add Enhanced rewritten TI and AB information Proprietary classification, chemical indexing, fragmentation and polymer coding Patent assignee codes (PACO) Intellectually compiled patent family Member information containing claims Updates: every 3-4 days Derwent Chemistry Resource (DCR) > 2.4 M chemical substances Substance database linked to DWPI

9 DWPI value added bibliographic patent data 9 Original patent title The rewritten DWPI title reflects the content and novelty of the invention Patent assignee codes (e.g. UYQI-C) ease retrieval of big companies The DWPI patent family is intellectually compiled... Non-conventional equivalents (marked with #) are added to the DWPI patent family

10 DWPI classification and rewritten abstract 10 Proprietary Derwent classification and Manual codes describe the technology Rewritten DWPI abstracts contain sections, each of which is separately searchable A representative drawing is contained for about 50% of all records Chemical indexing is present for Life Science records as well

11 11 DWPI display allows for efficient relevance checking of original patent information Three tabs available for a relevance check of the patent family Value-add information (invention) Claims Original patent information Invention level contains value-add information and patent family overview

12 DWPI claims information can be efficiently reviewed with a single mouse-click 12 Claims tab shows human translated claims of patent family members, available in English for CN and JP Claims are available for selected countries Depending on the authority, all claims or the main claim are available

13 DWPI offers convenient access to original patent data 13 Patent family members are listed in the individual publication information tab First level data for individual family members complement the traditional DWPI value add content Enhanced highlighting indicates members with hit terms By clicking the publication number, original data from the national publication is available Additional content includes author title and abstract, bibliographic information and claims

14 DWPI and CAplus provide integrated display of hit structures Hit structures are available from DWPI hit structures display in Full view - REFX Cross File Search - Registry Number search - DCR-number search - DWPI fragment code search CAplus hit structures display

15 15 INPADOC on new STN INPADOC > 47 M records and patent families Time coverage: From 1790 to the present Country coverage: IP publications from 100 authorities Content coverage: All technological areas covered Value add FIZ Editorial corrections (coming soon) Updates: every week

16 16 INPADOC enhances ability to leverage global patents and insightful highlighting guides navigation among the family Column on the left contains selectable views for a patent family overview or national patent family members INPADOC is searchable on three levels: Invention-based search within the INPADOC patent family Application-based search within all publications derived from an application Publication-based search within a publication

17 Consolidated and detailed displays of patent families are now available 17 Family display INPADOC now delivers deduplicated and representative patent family displays Family overview contains the patent family table, a representative title and abstract in English as well as deduplicated bibliographic information and classification

18 Consolidated and detailed displays of patent families are now available 18 Member display Detailed display for every member publication available Application numbers of members responding to the search query are highlighted in green

19 Conveniently check full-text patent records 19 Click tab to view different publication Bibliographic details and full text available Collapse or expand record categories Kept for display of subsequent record

20 Full-text database collection on new STN 20 Database Publications P=patent U=utility model Searchable languages Time coverage Number of records AUPATFULL P, A3 (=innovation patent) EN > 1.3 M CANPATFULL P EN, FR > 2.2 M CNFULL P, U EN > 8.8 M DEFULL P, U EN, DE > 6 M EPFULL P EN, FR, DE > 4 M FRFULL P, U EN, FR > 2.3 M GBFULL P EN > 2.8 M INFULL P EN > 0.5 M JPFULL P, U EN, JA > 5 M KRFULL P, U EN, KO > 2.9 M PCTFULL P AR, ZH, EN, FR, DE, JA, KO, PT, RU, ES > 2.6 M USFULL P EN > 11.5 M

21 Multiple language search and display supported 21 Databases contain original bibliographic information Search with non Roman characters where available Search multiple patent databases at one time or sequentially

22 Search operators in new STN patent databases 22 Operator Type Operator Operation Numeric =, >, <, >=, =>, =<, <=, - equation, inequality, range Simple logical AND, OR, NOT intersection, union, difference Unit proximity (U) in the same information unit, e.g. of a PI table Document proximity (D) in the same publication Textual Proximity Textual proximity refinements (W), (A), (S), (P) word, adjacency, sentence, paragraph (nw) (na) (np) Truncation *, #,! n words apart, in query order n words apart, in any order n number of other adjacent paragraphs unlimited, 0 or 1 character, 1 character Truncation operators can be used in any combination, and internally. Truncation can be added to all fields. n ε {1, 2, 3, }

23 Typical name search fields in STN patent databases 23 Patent assignee Patent Assignee Code 1 Agent 2 Inventor Search field /PA /PACO /AG /IN Example search Siemens/PA SIEI-C/PACO Burke Alexander J/AG Zhang H/IN Depending on the database, surnames are initials (e.g. DWPI) or written out first names (e.g. CAplus) 1 only available in DWPI; SIEI/PACO searches standard code only; SIEI is the code for Siemens AG 2 only available in DWPI and full-text databases

24 Name formats are database-specific 24 schluckebier g/in x schluckebier gerd/in x Name formats are different from database to database, e.g. full first names in CAplus and forename initials in DWPI Better explore the name index before searching

25 Explore index to verify spellings and name formats 25

26 Text search enhancement settings 26

27 Text search enhancement settings Example 27 Both the apostrophe [ap=on] and hyphen [hy=on] settings search for the apostrophe or hyphen, replace it with a space, or remove it leaving no space. The diacritics [di=on] setting searches for various forms of words with diacritics, including for example, the umlaut (ä, ü, ö) in German names. These settings greatly simplify searching for names with apostrophes or hyphens.

28 New STN allows for searching non Roman script languages 28 denso*/pa.t or 株式会社デンソー */paja PA.T = Patent assignee total PAJA = Patent assignee, Japanese Japanese original text

29 Typical patent number and date related search fields 29 Search field Example searches Patent number /PN EP /PN US2013*/PN Application number /AP EP /AP DE*/AP Priority number /PRN EP /PRN EP2013*/PRN Publication date /PD /PD /PD Application date /AD /AD /AD Priority date /PRD /PRD /PRD Patent kind code /PK DEB1/PK EPA*/PK

30 Typical name, number and date super search fields 30 Super search field Inventors, patent assignees, authors and editors Patent assignees, companies and scientific institutes in non patent records Publication and application dates, also priority dates Application and priority numbers /PERSON /COMPANY /PATD /APPS Check the online help to see all fields enclosed in a super search field

31 Example: Easily search thousand of patent numbers 31

32 32 Search example Search Questions 1) Search for German granted patents published from March 2007 onwards Restrict your search to the top 3 filing companies per country. Use PACO codes. 2) Retrieve IBM IP publications published after 2008 containing the term mainframe in the patent claims of Chinese or Korean DWPI patent family members

33 1) Granted DE from March 2007 on top 3 assignees 33 deb*/pk (U) PD> DEB*/PK retrieves all German grants, e.g. B3, B4 publications (U) ensures, only DE B publications from March 2007 on are retrieved Use the PACO filter to analyze standardized patent assignees.

34 2) IBM patents - mainframe claimed in members from CN, KR 34 IBMC/PACO L2 (D) (CN or (D) KR)/PC PY>=2008 (D) mainframe/clm IBMC is the IBM patent assignee code (D) ensures, all searched items are in the same patent family member DWPI contains English language claims for Chinese patents from 2008

35 35 Update Results allows you to see changes to result sets over time Allows users to see which of the retrieved answers are New Changed Deleted Is run by the user on-demand Process: SETUP Update Point of time 1 RUN Update Later point of time Check Results

36 Update Results allows on-demand access to changes in result sets over time 36

37 37 View the STN Extended Patent Family Extended Patent Family enables users to Access patent family information for extended families Export extended family tables View detailed records for selected family members Select the preferred source for family information

38 View the STN Extended Patent Family 38 Export in.xlsx format.... The STN Extended Patent Family integrates all patent files into a single table.

39 Export from the STN Extended Patent Family table can include table and results 39

40 Selecting sources of family data from the settings 40

41 Remove duplicates between patent databases in a multifile structure search Search Question Perform a patent search beginning with a generic core structure Start in Registry and DCR and retrieve patent records indexed accordingly Procedure 41 Draw structure Structure drawing tool Perform structure search Search in Registry and DCR Crossover to bib files and restrict to patents Use REFX and refine with P/DT Extract PNs from CAplus Use create term list Remove DWPI duplicates Substract the Q list from DWPI answers

42 The structure drawing/searching process is comfortable Draw structure in the drawing tool and click OK to insert it into new STN. Perform a substructure search for the generic structure in DCR and Registry simultaneously. 2 The structure is placed into the structure tab and can be tagged. Preview display including substructure highlighting.

43 43 Precise duplicate processing is possible among patent records Create term list 4 5 Crossover results to DWPI and CAplus at one time and restrict to patents in CAplus Then extract patent numbers and kind codes from CAplus results (L2) to remove patents from DWPI already received in CAplus (L3)... 5

44 Use the SUBX cross file search operator to retrieve substance records from a text search in DWPI or CAplus 44 A search in DWPI for recent anti-cancer patents from Sanofi (SNFI-C) (L6). SUBX L6 retrieves the DCR substance records indexed in the patent records (L7).

45 Learn more via the STN help menu 45 What s New lists enhancements from recent releases. Quick Tour an overview video of the new platform that enables users to get started easily. Help a detailed reference tool to all features and content, including videos, examples, and tutorials. Log in to new STN:

46 For more information CAS Support and Training: FIZ Karlsruhe Support and Training:

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