Derwent Innovation Tips & Tricks - Archive

 

 

July 2017 – How to search for top patenting companies in a particular country   

The Researching assignees by geographical location can help you identify where innovation begins and who the top players are in that country. The Derwent Innovation Assignee/Applicant-Orig.-Country field, allows you to search by the original assignee/applicant’s country of origin, as determined by the address information provided by patent issuing authorities.

 

Note: To add the Assignee/Applicant-Orig.-Country field to your available search fields, go to My Account > Search Preferences > Fields to be available in fielded search drop down list > Move Assignee/Applicant-Orig.-Country from Available Fields to Chosen Fields

 

  • Populate the Assignee/Applicant-Orig.-Country field using the two-character, WIPO-standard country codes for the countries that you want to research. Learn more: WIPO Country List

     

  • Combine with other search parameters, such as patent classifications, dates, or keywords. Click Search.

     

     

    Tip: To search multiple countries, simply enter the selected country codes, the field will automatically enter the OR operator between the country codes for you.

     

    Tip: To search for top patenting companies in a specific technology domain, search this field with the appropriate patent classification codes or a Smart Search.

     

    Tip: To search for top patenting companies in a specific time frame or understand the country’s top market(s) and newly emerging markets, search this field with a date field (publication date, application date, or publication year.

     

    Tip: To search for top patenting companies who may serve as a potential academic partner, search this field with the Cited non-patents field using the University/Educational Institution

     

  • Once you obtain your search results, use the Results Dashboard filters to focus on the top Assignees or focus on a particular subset of the data by choosing the field that you want visualize from the drop down menu in the upper left corner of each visual. For example:

     

     

  • Investigate the results list further using custom Charts to evaluate the top patenting companies (Family Based) major areas of innovation (IPC 4-Charater) and target markets (Country Code).

     

    Note: To create the referenced chart, go to Charts (Bottom of Result Set) > Assignee Tab > Top Assignees (Family Based) > Edit > Secondary Field (IPC 4-Character) > Number of items for Secondary Field (Top 5) > Tertiary Field (Country Code) > Number of items for Tertiary Field (Top 5) > Click Apply.

     

     

  • Examine the full story about the country’s top markets and newly emerging research areas using ThemeScape (Analyst Users).

     

    Note: To create the referenced map, go to Analyze (Bottom of Result Set) > ThemeScape > Properties Tab: Name > Field Options Tab: Available Fields > Move Field Sets: Title and Abstract- English only (blue text) to Chosen Fields > Click Save.

     

     

 

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June 2017 – Working with the Appearance Options for Citation Maps to improve Citation Map Assignee viewing   

Citation mapping is a visual display of a patent or a literature record’s citations.

 

Unlike the other analytical tools on Derwent Innovation that are accessible from the result set, the Citation Map tool is located on the Record View (full view only).

 

  1. To investigate the citations from a Record View, click on Citation Map on the top tool bar.

     

     

  2. The Create Citation Map window will open and display the range of options available for citation mapping. As an Example, first select either By Generation or By time & Generation. Next, select Forward Only, Backward Only or Forward or Backward together in the same map. Lastly, use the drop-down menu under Select Depth to select the number of generations of citation you wish to map. You can choose any number of generations from 1-10 as well as all generations. You can map up to 10,000 nodes or citations in one map.

     

     

  3. As this particular record has a lot of citations, selecting By Time & Generation; Forward Only, 1 Generation selecting 1 Year Increment helps get a better overview of the citations. An additional benefit of this view is that it makes it easy to see if the technology is still attracting interest today. If all or most of the citation are from a few years ago the technology may have become irrelevant but if there are significant numbers of citations in most recent years, as is the case in this example, it is still relevant.

     

     

    Note: click on the chevrons to minimize the lower panel and get a larger view of the Citation Map.

     

     

  4. Under the Appearance button first select Color Nodes By, then DWPI Assignee Code (or alternatively Assignee) to get an overview of which documents belong to the same Assignee.

     

     

     

  5. Next under the Appearance button select Order Nodes By, then DWPI Assignee Code (or alternatively Assignee) so documents from the same Assignee will be placed next to each other in each yearly increment.

     

     

  6. Pulling with the mouse anywhere on the map will shift the focus of the map, making it possible to look closely at certain areas, such as specific years.

     

     

    Note: Documents with the same DWPI Assignee Code are now the same color and lie next to each other.

     

  7. Next we can change the Node Text to display the DWPI Assignee Code instead of the Assignee Name. Select Set Node Text, then DWPI Assignee Code.

     

     

  8. Finally select Show Legend to see how many Patents each company has on the Citation Map.

     

     

     

    To view the company names instead of the four letter DWPI Assignee Code, simply Switch back and color Nodes by Assignee.

     

     

    Citation Maps run via Java Runtime Environment (JRE), so it is important to run citation maps in an internet browser that supports JRE and to ensure you have the most current version of the JRE and browser plug-in on your system.

     

    Microsoft Internet Explorer 11 and the 32bit version of Firefox ESR 52 (but not the 64 bit version) support JRE.

     

    To install the most recent version of the JRE for Microsoft Internet Explorer, please click here:

     

    http://www.java.com/en/download/index.jsp

     

 

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May 2017 – Derwent Abstract Subsections   

The Derwent World Patent Index (DWPI) is an invaluable resource that adds efficiency and effectiveness to your search and review of prior art. Each DWPI enhanced abstract is a concise, English‐language summary prepared by the DWPI editorial team. A DWPI enhanced abstract contains details of the claims, disclosures of the invention and highlights the main use and advantages of the technology.

 

Did you know that you can search specific subsections of the DWPI Abstract in order to retrieve highly relevant prior art documents? First, let’s take a look at the DWPI Abstract Subsections:

 

DWPI Abstract Subfield Details/Example
Abstract‐Novelty‐DWPI Describes the uniqueness of the invention.
Abstract‐Detailed Desc‐DWPI Detailed Description. Included when it is not possible to summarize the main claims of the invention within the novelty field.
Abstract‐Activity‐DWPI Describes the biological activity of chemical or biological entities.

Example: antidepressant OR tranquilizer OR antimanic

Abstract‐Mechanism‐DWPI Covers the biological mechanism of action for chemical or biological entities.

Example: histamine H3 AND antagonist

Abstract‐Use‐DWPI Covers all the uses (applications) of the invention in terms of its different technology areas. If there are no disclosed uses, this is stated.
Abstract‐Advantage‐DWPI Covers the advantages of the invention as described by the author.
Abstract‐Tech Focus‐DWPI Describes the technology incorporated in the invention.
Abstract‐Drawing Desc‐DWPI Explains the technical drawings included in the record.

 

Second, let’s explore how to search using these DWPI fields.

 

  1. For this example, please go to the Fielded Search page and select the desired DWPI‐Abstract subfield you desire to search from the field search drop down menu as pictured below:

     

     

  2. In this example, we will search the Abstract‐Mechanism‐DWPI field for patents disclosing a mechanism of action related to targeting of Leuine Rich Repeat Kinase (LRRK). The Preview/edit query box shows this query string:
    MEC=(leucine ADJ rich ADJ repeat ADJ kinase); . Note: defects of LRRK have been implicated in certain forms of Parkinson’s disease.

     

  3. Examine the results. As seen in the results, you retrieve a highly focussed answer set of 70 DWPI Family members with DWPI titles indicating patents directed towards treatment of Parkinson’s and other neurological disease focussed with a molecular mechanism of treating LRRK.
    This search is fast, highly effective and this search approach can be applied to any DWPI Abstract subfield for any technology.

     

 

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April 2017 – How To Search For Information On Supplementary Protection Certificate (Spc) Or Patent Term Extension (Pte) In Derwent Innovation   

A Supplementary Protection Certificate (SPC) is a sui generis intellectual property (IP) right that extends the duration of certain rights associated with a European patent. It enters into force after expiry of a patent upon which it is based. This type of right is available for various regulated biologically active agents, namely human or veterinary medicaments and plant protection products (e.g. insecticides and herbicides). Supplementary protection certificates were introduced to encourage innovation by compensating for the long time needed to obtain regulatory approval of these products. It normally has a maximum lifetime of 5 years.

 

Under US patent law, Patent Term Extension (PTE) is the counterpart to Europe’s SPC.

 

Do you know that you can find this information in Derwent Innovation? Moreover, you can search for patents that have received or asked for a SPC or PTE. This Tips & Trick will show you how to do it.

 

  1. Information on SPC or PTE is available in the INPADOC Legal Status for a patent document. To see this information, open a patent document in (A) Record View in Full View and jump to the (B) Legal Status section. Here are examples of a (C1) SPC for an EP patent and a (C2) PTE for an US patent .

     

     

  2. If you need to search for all patents that received or asked for either a Supplementary Protection Certificate or for Patent Term Extension, you select the (A) INPADOC Legal Status field and (B) enter in search criteria as follows:

    (SUPPLEMENTARY ADJ PROTECTION ADJ CERTIFICATE) OR (PATENT ADJ TERM ADJ EXTENSION)

     

  3. It is possible to add the product name in the search criteria, in order to focus the search on patents that received the SPC or PTE for a specific product. For example, you select the (A) INPADOC Legal Status field and (B) enter in search criteria as follows:

    (SUPPLEMENTARY ADJ PROTECTION ADJ CERTIFICATE) OR (PATENT ADJ TERM ADJ EXTENSION) SAME *SULFAMID*

     

     

    This Record View is one of the patents in the subsequent results list:

     

  4. It is possible to combine the search for an SPC or PTE with other available fields and search criteria. For example, add an assignee name field, as shown in the example below:

     

 

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March 2017 – Understanding IP5 Patenting Activity   

Worldwide patenting activity continues to increase, and it can be difficult to identify the various jurisdictions in which an invention is patented. Patent applications filed with the IP5 offices account for 80 percent of all global patent filings, and 95 percent of PCT filings. In Derwent Innovation, finding patents and applications filed in the IP5 offices is made easy when you search the Enhanced Derwent World Patents Index® data.

 

  1. Change your collections searched by clicking on the link at the top of the patent search page, and select Enhanced Patent Data – DWPI and DPCI in the pop-up window.

     

  2. Populate the Country Code search field for the relevant patenting authorities (IP5 offices shown: EP, JP, KR, CN & US). Combine with other search parameters, such as assignee name, keywords, or patent classifications. Click Search.

     

  3. Once you have a relevant list of inventions from your search, Retrieve DWPI family members from the Search and Result Options menu.

     

  4. Explore the full list of family members retrieved using the Results Dashboard.

     

  5. Investigate the result list further using custom Charts to evaluate the DWPI Count of Family Members or DWPI Count of Family Countries.

     

 

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February 2017 – Compare Multiple Records   

The patent record view displays critical details about each patent record, such as: the full text including claims, the DWPI Title and Abstract, the drawings, family details, classes/indexing codes, legal status and citations. Are you looking to compare the drawings between two inventions? Are you trying to compare two patent records by the relevancy of abstracts or check for claims similarities? You may need to compare details between two or more records simultaneously. Now, it is possible to display multiple records on your screens and to juxtapose records for comparison. You are able to open a record in a new window by clicking on this icon while in the Full View (not Quick View) on a primary record view. There are an unlimited number of copied records, called Comparison Record View, which may be displayed. Comparison Record Views have all functionality except navigation and ability to copy records. All comparison records can be closed at once automatically from the primary record view record.

 

  1. Click the new window icon () on the full record view to open the current record in a Comparison Record View window.

     

  2. Record view windows have a gray Comparison Record View title bar. Comparison record views differ from regular Record Views: no navigation to other records in the result set, the record count always shows Record 1 of 1, and no new window icon. All other record view features are available. The main (primary) record view remains available so that you can navigate (toggle or flip) to other records in your result set.

     

  3. Quickly close all Comparison Record Views. After you open at least one Comparison Record View, the main (primary) record view window displays a Close all comparison record view windows link. Click the link to close any open comparison record view windows.

     

     

    Note: If you close all Comparison Record View windows manually, the link will still display until you refresh the main (primary) record view (navigate to a different record, change highlighting options, etc.)

  4. Comparison Record Views may be juxtaposed. A principal use of case is to display records side-by-side for comparison purpose. If you use multiple computer monitors/screens, this is further facilitated and improved.

     

 

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JANUARY 2017 – USE TEXT CLUSTERING TO FIND NEW SEARCH TERMS

Text Clustering is a data analysis tool that mines text in patent and literature records selected for analysis. With Text Clustering, you can conduct in-depth review of a large answer set, by dividing your results into folders and sub-folders of related items. Parsing out data in this way is ideal for portfolio and technology segmentation. Other uses for Text Clustering include the ability to search for potential white space or new and emerging technologies, through the use of the “uncategorized” folder.

 

For this month’s Tips & Tricks, we focus on using Text Clustering to find new or unfamiliar terms that others in your field are using to describe a particular technology. Expanding your bank of synonyms in this way allows for more robust Boolean searching.

 

  1. Creating a Text Cluster is simple. After narrowing down your result set to the most relevant records, select Analyze and Text Clustering from the bottom toolbar. In the pop-up options window, select the fields from your data that you would like analyzed. Using fields from the Derwent World Patents Index (DWPI) will draw on Clarivate’s curated, corrected, and enhanced database of patent information. The DWPI Abstract can also be used to conduct a more granular breakdown, for example of the Activity or Advantage sections. Finally, click Create. Text Clustering analyzes the frequency of key terms in your chosen fields, then organizes them in a hierarchical folder format.

     

  2. Here, we created a Text Cluster from 6,172 records related to “virtual reality”. Up to 10,000 records may be analyzed at one time.

     

  3. Clicking into the hierarchical folders opens up new sub-levels, allowing you to drill deeper into the results. Selecting a cluster also changes the display in the right side panel to just those records.

     

  4. Reviewing this Text Cluster yields a range of alternative terms that we can add to any subsequent searches run on virtual reality technology, such as “augmented reality environment”, “haptic effect”, “3d”, etc.

     

     

    For more information about the analytical tools on your Derwent Innovation account, visit our Recorded Sessions page or sign up for a Live Training session.

 

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DECEMBER 2016 – DPCI - View Related Records (updated March 2017)   

When looking for related prior art around a key invention, searchers use approaches including Smart Search, keyword searching, citation searches, and classification searches. Did you know that there is a feature linked to the Derwent Patent Citation Index that can help you find records related to a key invention without relying on any of these approaches? The DPCI Database allows you to leverage the work of applicants, examiners and third party opponents to find highly related prior art. Follow these simple steps to start using this powerful feature today.

 

  1. Navigate the citation section of the full view of the patent or application of interest.

     

     

  2. Expand either the DPCI Citing Patents or DPCI Cited Patents section. These are the patent citations collated across the entire DWPI family, and are not just limited to the European Application considered here. Then click the Find Related DWPI Families button:

     

     

  3. You will be returned to the main search window with new search results. These are patents and applications that share at least one of the cited or citing patents of your focus patent family. The results are ranked by the number of citations shared by each family as seen on the right hand column below. Results can then be analyzed, saved, or exported, just as with any patent search result set.

     

     

 

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NOVEMBER 2016 – TAKING ADVANTAGE OF AUTOMATIC GROUPING IN THEMESCAPE   

Seeing the forest for the trees can be hard when one is looking for insights in thousands or tens of thousands of patent documents. ThemeScape has long been the industry-leading tool for gaining insight into large numbers of patents. With a recent update, ThemeScape now provides you a jumpstart into seeing important patterns.

 

The latest update to ThemeScape adds automatic grouping by Assignee, Country and Technology areas. For each of these categories, it will automatically create a folder where groups will be created for the top 20 entries in each. You can see these folders here for new maps:

 

 

Here is what the top of that list looks like for some individual assignees:

 

 

To take maximum advantage of the automatic grouping for countries, you’ll probably want to create maps for individual publications or collapsed application/grant pairs (Application Number collapse), rather than for patent families. Please see the Tip & Trick from September 2014 to see how to do this.

 

In addition to the automatic grouping that has been added to ThemeScape, it continues to be possible to create any custom group. Please see the Tip & Trick from July 2013 to see how to do this by searching across the map.

 

The automatic grouping for assignees, by design, shows the pattern of original filing data so that you may gain insight into companies’ strategies over time. The Tip & Trick from July 2013shows how to create any group and you can create groups that represent a collection of related entities. To create such a group faster, though, it is now possible to select all of the related entities on the “Top 20” Assignee list and create a new group made up of these groups.

 

To do this, please follow these four steps:

 

  1. First, click each of the groups that you wish to combine into the larger group.
  2. Second, click the “New” button at the bottom of the group tool.
  3. Third, name the new group at the top of the New Group Properties window.
  4. Finally, click on the Save button at the bottom of that window.

 

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OCTOBER 2016 – EXPORT MENU REDESIGN   

Staying organized when conducting patent research is a challenging task and often users need to generate exports for further manipulation, reporting or collaboration within an organization. Exporting is one of the most popular functions in Derwent Innovation because it is robust in terms of quantity of records, the numerous formats, the list of fields and the ability to save export templates.

 

The latest update to the Export & Report Options menu addresses recurring requests from our users and improves the user experience and interface to make all users more efficient.

 

1. First, access the Export Menu from the bottom tool bar.

 

2. Here’s a look at the redesigned Export Menu. First, [1] the template menu is consolidated with one button. Save and access export templates in one location. Templates are extremely useful to when repeatedly extracting information in the same format with the same set of information. You may export data in different formats and sets of fields depending on the type of analysis you are conducting. Notice the [2] Available Fields and [3] Export Field List have been expanded to show 12 or more fields, including a new field Item Number. Also, Export & Report Options still includes the ability to share your export by direct email to anyone [4].

 

3. Both the [2] Available Fields and [3] Export Fields now use the new keystroke finding tool to quickly find the fields you most commonly use. In the example below as you type “I,” “N,” and eventually “V” the Available Fields list updates accordingly.

 

4. The Item Number is a new default field for the Excel 2007 format and is available for many other formats as well. Item Number field corresponds to the numbering in your Derwent Innovation Result Set. As shown below, the family numbering of a patent family listed on the Results Set is preserved. This is useful if you need to export many family records, but do not want to lose the family member granularity.

 

5. Finally, remember that there are numerous fields available for inclusion in Export & Report such as PDF Copy, Front Page Image, Front Page Drawing, Family Members (INPADOC or DWPI), Citation fields, INPADOC Legal Status, Classification codes etc., among many others. The available fields will depend on the format you choose. Also, data may be represented differently depending on the export format chosen. For example, patent family members are presented in a table in RTF, PDF or HTML formats. As exports may be directly emailed and shared, PDF Copies, Drawings and Publication Number links may opened by anyone, even non-Derwent Innovation subscribers.

 

 

 

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SEPTEMBER 2016: WATCHED RECORD NOTIFICATIONS   

Keeping track of changes in technology using patent information is critical for internal portfolio review and competitive landscape analysis. This is particularly challenging when working on the most granular level - the individual patent publication. You have options for monitoring changes at the patent record level. One is by creating an email alert from a search strategy, and then managing and reviewing these notification emails – a potentially time-consuming process. The other is monitoring single patent records by Watched Records.

 

The latest update to the Watched Record notification system addresses a recurring request we received from our users - to see the records that triggered the alert rather than accessing the information via Derwent Innovation.

 

Now, Watched Record alert notifications give you at-a-glance information about the triggering event associated with your target patent publication, streamlining the review process for monitoring these alerts and saving time.

 

1. You can create a Watched Record alert from a result set by selecting the record and clicking Watch Records.

 

2. You can also create a Watch Record alert for record from the result set or from the record view.

 

3. A popup dialog window appears for you to select the triggering events.

 

4. Now the email alert will give you additional detail about record(s) associated with the triggering events.

 

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JULY 2016: SMART SEARCH (updated March 2017)   

Searching the ever expanding global patent databases can be a daunting challenge. It can take time to carefully construct a search of keywords and classifications for any type of patent search. Our patent pending Smart Search process makes it easier and quicker to identify relevant patents in any technology. This powerful search method was debuted in early 2015 and is now getting even better thanks to feedback from users like you.

 

The latest update to Smart Search will address one of the biggest requests we received after users engaged with Smart Search. You are now able to enter full text, of any length (patent claims, invention disclosures or scientific articles), into the Smart Search field (on the dashboard, fielded search page, and expert search tab). All Derwent Innovation users will benefit from this update. Once you enter your text and click search, Smart Search returns up to 1000 results related to your query (though you can retrieve the entire result set still). Our relevancy scoring metric ensures that the most relevant patents are returned first.

 

  1. Enter any block of text into the Smart Search field. Here the first claim of a patent has been entered. Smart Search algorithm automatically analyzes the text for key terms (Smart Themes) most representative of the technology described.

     

     

  2. Once the keywords are extracted and your search runs, your results display as they always have, but are limited to 1000 results. You can edit the query from the Smart Search Topic Box or the Preview/edit query box, adding or deleting extracted keywords, or smart themes, which appear once the search is executed. Results display sorted by relevancy so you see the best first.

     

     

  3. We still recommend using the Text Subsearch and Filters or Chart Subsearch and Filters to narrow your results. The gear icon next to these tools can be used to retrieve all the results from the Smart Search if you require more than the initial 1000 results.

     

     

 

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JUNE 2016: USING THE NEW RESULTS DASHBOARD   

When searching, do you input a very broad search, and then proceed to narrow the results? How do you take a large results set and begin to understand it?

 

Most searchers do not perform a search and then immediately start reviewing results – especially when that result set contains hundreds or thousands of records. Instead, the researcher tries to understand what is in that set of results. Then, the researcher begins to narrow the results set to a more manageable list. A visual overview of a result set can be a good first step before diving into a very large collection of documents.

 

The objective of the new Results Dashboard is to provide easily understandable and interactive charts and graphs with the ability to filter the records in the list. Results Dashboard helps you efficiently manage and refine large results sets by visualizing and focusing results with automatically created charts and graphs that double as filters.

 

Results Dashboard creates a new visualization set based on the top-ranking results in the current result set and gives instant understanding to some key elements of that result set with the option to take action. After a patent search is run, the view now defaults to a quad (four-pane) view of the results list. This new visualization will help a user answer essential questions, such as where to focus from the initial result set. It is available for patent content only and all subscription types: Express, Pro and Analyst.

 

1. After you run a search, a quad view will appear as a type of dashboard, integrated directly into the search results page.

 

2. Click on Chart Options and four types of visualization are available: Bar, Bubble, Line and Map:

 

3. The default fields Results Dashboard filters are Country Code, Assignee, Current IPC and Publication Year. Click on the drop-down menu for each quad in order to change the field to filter by. When the new field is selected, that quad will update with a chart or graph of the data.

 

4. Using your computer mouse, move the cursor and hover over a country in the Map, or a single bar, bubble or point in the Bar, Bubble or Line charts and graphs. A tooltip displays with the specific details for that country, bar, bubble or point:

 

5. Click on the magnifying glass to get an expanded view of one of the four charts and graphs:

 

See the expanded view (below). Hover the cursor over each bubble and a tooltip displays with a detailed description of the IPC code for that bubble:

 

Click on a bubble to see the documents that belong to this classification code. Click on the Filter Results button and the list of documents will appear as a results set:

 

What is the Value of Results Dashboard for Users:

 

Selected Fields Value for Users
By date (pub, priority, etc) This tells you how active and innovative a field is – and where you fit.
By assignee Points directly at the competition. Who else may be looking to steal market share from this established space. It can also assist companies find partners at other companies and universities.
By country code This helps you understand the markets around the globe that competitors are looking to break into.
By class code (IPC, CPC, etc) It helps you understand what technology a company may be investing in and thus where they may be heading strategically.
By inventor It can help an HR department recruit forward-thinking talent.

 

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MAY 2016: HOW TO GET THE MOST OUT OF THE HIGHLIGHTING FUNCTION

Getting the most out of Highlighting in Derwent Innovation

  • Reviewing your preferences for Highlighting, which fields should be highlighted, should you use one or more colors?
  • Include Highlighting on Record View, to see where your searched keywords are located.
  • Use My Terms to highlight additional keywords.

 

STEP 1: REVIEWING YOUR PREFERENCES FOR HIGHLIGHTING

 

  1. Consider if the Highlighting should be switched on or not.
  2. Review in which fields you would like to see the highlighting: Results, Record Views, Printing, Alerts and Saved Searches.
  3. Decide if you would like all highlighted search terms to be the same color (this can be changed from the default color, yellow) or if you would like the different search terms to be highlighted in different colors.
  4. Consider if you want the Highlighting to be restricted to searched fields only or if the Highlighting should not be restricted.
    Example Search: keyword(s) in Title, Abstract and Claims
    • With restricted Highlighting, the search terms will only be highlighted in Title, Abstract and Claims.
    • With unrestricted Highlighting, you will also be able to see where the search terms are located in all indexed text, e.g. the Description or the DWPI Title Terms.
  5. Lastly, you should decide if the Default Highlighting panel view (on the Record View) should be by Term or by Field.

 

 

Here we selected:

  • Highlighting switched ON
  • Checked all boxes to show Highlighting in all available fields
  • Selected to use multiple colors (and choose the colors)
  • Designated to not restrict the Highlighting and
  • Selected to use “By Fields” as the default Highlighting panel view.

 

STEP 2: INCLUDE HIGHLIGHTING ON RECORD VIEWS

 

In order to see the Highlighting on the Record view, it needs to be switched on. Go to the Preferences for the Record View and make sure that the box for Highlighting is ticked.

 

 

Now after doing a search and opening the Record View, you will be able to see where the search terms are located. Use the arrows to find the next instance of a search term.

 

 

STEP 3: USE MY TERMS TO HIGHLIGHT ADDITIONAL KEYWORDS

 

If you would like to highlight additional keywords to the searched terms, use My Terms. You can access the Highlighting settings from the Search Results:

 

 

Or the Record View:

 

 

 

  1. Under My Terms, you enter the additional keywords to be highlighted, select the color and click on Save.
  2. The new keyword “ammonium” has now been added to our list of terms. The box is ticked, which means this keyword is “switched on”. Any words in My Terms may be switched on or off at any time by ticking the box next each term.
  3. You may upload a list of terms if you have it in .csv or .txt format.
  4. You may change the colors of all your added My Terms.
  5. Last, click Save.

 

 

As can be seen “ammonium” is now also highlighted.

 

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APRIL 2016: HOW TO REMOVE YOURSELF FROM AN ALERT DISTRIBUTION LIST

Alerts in Derwent Innovation

  • When you set up an alert in Derwent Innovation, the account owner is automatically included in the distribution list.
  • It is also possible to include a list of colleagues on the distribution list.
  • Many of you set up alerts on patent research for your colleagues, and therefore, we have provided a means to remove the account owner from the distribution list.

 

STEP 1: ADDING RECIPIENTS TO AN EMAIL DISTRIBUTION LIST

 

 

STEP 2: TO REMOVE YOURSELF FROM THE DISTRIBUTION LIST

Alerts in Derwent Innovation

  • Navigate to the saved searches and alerts screen.
  • Find the alert in the list. The default sort order is alphabetical, ascending.
  • n this list, you will see five columns: Name, Type, Alert, Date Modified and Options. In the Alert column, look for the green checkmark (to the left of the orange bell).
  • Click on checkmark and it becomes grayed out. When the checkmark is gray, you are now removed from the distribution list, but all the other people on the list will continue to receive the email.

 

 

 

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MARCH 2016: ADVANCED EXPORTING TIPS

Exporting capabilities in Derwent Innovation are robust and most users export data at some point. There are advanced exporting tips like exporting one record per patent family or application number from a result set or exporting duplicate records for a multi-value field.

 

Exporting one record per family.

 

  • After collapsing a result set by family (INPADOC or DWPI), you may want to export just the displayed family members, not the entire result set.
  • Alternatively, after collapsing by application number, you may want to export just the issued patents and any pending published applications, but not any applications where a corresponding grant exists.
  • You may still include a list of family members (INPDOC or DWPI), including applications, in an export as a separate field.

 

  1. Check the box outlined in the box below. In this example we have 178 total records and 82 DWPI patent families. If you want to only export the 82 representative records check the box shown.
  2.  

  3. Notice after checking the box shown above and expanding the first family all the collapsed family members are not checked off.
  4.  

  5. Now during export only the 82 displayed DWPI family members are exported. You may toggle to all if you choose.
  6.  

  7. In an export a list of family members (INPADOC or DWPI) may be included as a separate field.

 

Exporting duplicate records for a multi-value field.

 

  • If you want to separate out data from a single patent record into individual rows, you may do so in the Derwent Innovation Export menu.
  • This feature is useful for separating out assignees, classification codes, citation information and/or independent claims for individual patent records for easier filtering or review.
  • This feature is available for .CSV, .TSV and .XLSX file formats.

 

  1. In the Export menu check the box shown below and select the field for which you want to create duplicate records.
  2.  

  3. Notice in the export that all the data remains identical except for the second column, Independent Claims. A duplicate record is created for each Independent Claim, in this example Claim 1 and Claim 19.
  4.  

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FEBRUARY 2016: EASILY IDENTIFY THE OWNER OF US PATENTS AND APPLICATIONS

A common prior art search task is determining patent ownership. To facilitate identification of the current owner of a US patent or application, we have created a new field in Derwent Innovation, Assignee-Current US. This field is available to search, filter, display, and export.

 

The Assignee-Current US field displays the most recent owner of the patent or application as designated in the US Reassignment data.

 

  • Preference is given to company names when there are multiple entries in this field.
  • If there are multiple current assignees, the field will reflect this in the filter window.
  • If the latest assignee is listed as a Security Interest, then the Assignee-Current US field will display the most recent assignee that is not a Security Interest (either from the next available reassignment field or the original assignee/applicant data). An assignee that is a released Security Interest can appear as the Assignee-Current US.
  • You can read more about the field in the Derwent Innovation Help File: Assignee-Current US Field Definition

 

  1. Below, you can see that Assignee-Current US is the chosen search field. We are searching for a company by name.
  2.  

  3. After the search is executed, use the filter tools to identify publications with multiple assignees as the current owner. On the results page itself, only a single owner will display in the Assignee-Current US field. Note in the second example a US Application that lacks Assignee/Applicant information on original publication, but has the data in the Assignee-Current US field. In a third example, we see a patent that was originally assigned to Hitachi Automotive and is currently assigned to Fitbit/Fitstar.
  4.  

  5. Finally, we can export the Assignee-Current US Data by choosing this field during the export creating process.

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JANUARY 2016: MAKE YOUR ASSIGNEE SEARCHES MORE COMPREHENSIVE AND ACCURATE

Did you know that you can use a hyphen in your Corporate Tree entries? Some companies have changed their official name over time, or have been inconsistent in how they file their patent assignments. The Derwent Innovation Corporate Tree allows for flexibility in such search queries.

 

To access the Corporate Tree, use the “Browse” button next to the Assignee/Applicant field. (Pro tip: Don’t forget to take advantage of the similar, but complementary, DWPI Assignee Code lookup feature!)

 

 

 

As a reminder, the Corporate Tree shows the corporate hierarchy for companies with more than 35 US granted patents EP granted/application or PCT applications or 50 patent records for any combination of the US granted, EP granted/applications, or PCT applications. The corporate hierarchy takes into account mergers and acquisitions. Using Corporate Tree the user can search for the company or one of its subsidiaries or holding or all of them together by selecting specific assignee names from that corporate hierarchy. Corporate Tree is provided on Derwent Innovation based on data incorporated from 1790 Analytics.

 

Here’s an example that shows the use of such a hyphenated name and also how this same organization has filed documents without the hyphen, too:

 

 

 

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DECEMBER 2015: ADD RELEVANT RESULTS TO YOUR TRADITIONAL SEARCH WITH SMART SEARCH

WHAT IS SMART SEARCH?

  1. Smart Search is a semantic search tool that delivers results relevant to a particular technology area.
  2. These results match the intentions behind your search terms, even if they do not contain the exact terms you entered.
  3. Smart Search lets you search using familiar, technologically descriptive terms in English, European languages that use the Latin alphabet and Japanese.
  4. Algorithms that replicate processes used by expert searchers deliver a manageable result set relevant to the technology described by your search terms.

 

SMART SEARCH COMPLEMENTS TRADITIONAL PATENT SEARCHES

  1. Experienced patent searchers often prefer to construct their own complex search strategies to find exact matches
  2. Using Smart Search as a supplement may find relevant results that the experienced searcher have missed
  3. Use the Marked List or Search History to easily identify unique results retrieved by Smart Search, but missed by your traditional search

 

 

Run your traditional Search and mark all records found

1

 

In this example a traditional keyword search is used, retrieving 1428 records

 

2

 

Select all records and add them to the Marked List

 

Marked records will have a yellow glow around the selection box

 

 

Run a Smart Search and review records that are not marked

3

 

Smart Search using basic concepts. Results automatically ranked by relevancy

Results that are not marked are unique compared to the traditional search

Recommendation: review the Smart Search result list for unmarked records, and mark them if you find them relevant. As they are ranked by relevancy score you can stop when you reach lower relevancy scores and no longer find any relevant unmarked records.

 

 

Alternatively, use the Search History to isolate unique records added by Smart Search

1

 

Select the Traditional search and the Smart Search and click the ’Combine’ button

 

2

 

Edit to use the NOT operator (default is OR), and click ‘Search’

 

3

 

The result set will now only show unique records added by the Smart Search, sorted by relevancy

 

 

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NOVEMBER 2015: USING THE QUERY PREVIEWER FOR COMBINING FIELDS USING THE “OR” OPERATOR

Using the Query Previewer to Add Brackets

  1. When using “OR” between fields on the Fielded Search, it is important to add brackets around the fields you wish to combine with “OR”.
  2. Brackets can be added using the Query Previewer.
  3. The Query Previewer is available on Professional and Analyst Accounts.

 

COMBINING FIELDS USING THE “OR” OPERATOR

Different search fields can be combined with Boolean Operators – AND, OR, NOT - using Fielded Search.

 

NOTE: The Query Previewer is available on Professional and Analyst Accounts

 

1

 

When using “OR” between fields on the Fielded Search, it is important to add brackets around the fields you wish to combine with “OR”.

Add the brackets manually using the Query Previewer

 

2

 

 

ADDITIONAL INFORMATION RELATING TO NESTING TERMS AND USING THE “OR” OPERATOR

Parentheses create nests which help define the order of operation.

Parentheses create nests which help define the order of operation.

Nesting directs the search engine to process your query in an exact order, avoiding misunderstandings. Search instructions within parentheses are always processed first.

Examples:

(line OR string) AND trimmer

driving AND (protection OR helmet)
Operator Precedence:

If you want to search for patents about feline disease or ferret disease, and you enter

ferret OR feline AND disease

because AND is treated before OR, the search engine will interpret your query to mean this

ferret OR (feline AND disease)

and your result set will include records with feline and disease or records with ferret that may or may not include the term disease.

This is a better way to construct the query

(ferret OR feline) AND disease

Now all records in your result set will contain the word disease and either the word feline or the word ferret.

 

 

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OCTOBER 2015: HOW TO MAKE SMART SEARCH EVEN SMARTER (updated March 2017)   

When you need to run a Smart Search on two topics you can enter both topics in the same Smart Search Field or into two different Smart Search Fields. If you enter a query in Smart Search that contains two topics, it effectively performs a search which is Topic A OR Topic B. Although the results found contain the patents that mention both topics, they also contain a lot that only mention one of them.

 

Using two Smart Search Fields and entering Topic A in one and Topic B in the other will perform a search on Topic A AND Topic B, so all results found will contain patents that mention both topics. To illustrate this let’s look at a search which deals with a highly specialized area, the use of fuel cells to power trains.

 

  1. To search this in Smart Search we could simply use the terms “fuel cell” and “electric train”.

     

     

     

  2. This generates a large answer set (almost 167,000 results). The highest relevancy results will normally include patents that talk about the use of fuel cells in electric trains (what we want). Further down the list, we get results that talk about fuel cells unrelated to electric trains or about electric trains unrelated to fuel cells.

     

  3. So now let’s try a different approach, entering each term in a separate Smart Search Field

     

     

  4. Derwent Innovation now runs two independent Smart Searches: one on fuel cell and one on electric train. The Search Results delivered contain only patents that contain both topics. It is now effectively searching on Fuel Cell AND Electric Train. Now, we have now a much smaller and more highly focused answer set (almost 10,000 results).

     

     

 

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AUGUST 2015: COMBINING INPADOC AND DWPI FAMILIES INTO A SINGLE ANSWER SET

Sometimes it is necessary to combine both types of families into a single answer set. There are several different ways to do this, but this is probably the simplest.

 

From the publication number tab, enter one member of the patent family. In the example below, we are showing this process for only one publication number. Click on the link ‘Show Specialized Search’ in order to reveal the Family Lookup radio button. Select INPADOC as shown to get the whole INPADOC family.

 

 

 

The result is the 20 members of the INPADOC family. Add them all to the Marked List by clicking the box under the Save button, then clicking Mark List / Add to Marked List.

 

 

 

Repeat the process, but this time select the DWPI family. Sixteen members were found. Add all the members to the Marked List.

 

 

 

The Marked List will now contain the whole family, which can be saved as a work file (by clicking on the Save button) or exported (by clicking on the Download button). You can see the marked list by selecting Mark List / View Marked List. In this case, the entire family, based on INPADOC and DWPI data contains 21 members. Neither the INPADOC nor the DWPI family contained the whole set, but the Marked List does. Remember that the Marked List may be lost when you log out, depending on how you have your General Preferences set up.

 

 

 

You can also conduct this process by adding each family’s members to a single work file.

 

The Derwent data contained a Mexican equivalent that was missing from the INPADOC, and INPADOC contained two British D0 documents and a Russian family member. (GB D0 are just listings of applications that have been filed at the GB patent office. There is no published specification. INPADOC covers Russian A document, but DWPI does not.) By combining both, we take advantage of all data.

 

There are several reasons why the INPADOC family and the DWPI family may differ;

  • In order for two documents to be in the same simple DWPI family, ALL priorities have to be the same. If two documents have some priorities in common but not all, we will create two simple families in two DWPI records and cross reference them as part of an extended family. The Derwent Accession Numbers for the other members of an extended family are in the Full Record View in the DWPI Related Accession Numbers area. (We did not take that into account in this example, but we certainly could have. In this case, the extended family consists of DWPI AN 2009-Q98545, which contains two British documents, a GB A and a GB B.) To be in the same INPADOC family, documents need only one priority to be the same, or be in common with a third document. So the DWPI extended family is similar to the INPADOC family.
  • DWPI covers over 50 countries, while INPADOC covers over 90.
  • DWPI families can also have “non-convention” equivalents – patents applied for after the 12 months from the priority filing.

 

The take away is that in order to be as complete as possible, it is best to use both families, including the DWPI extended family. I hope this process makes it easy for you.

 

 

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JULY 2015: CONTROL WHICH PUBLICATION YOU PREFER TO SEE IN A RESULT COLLAPSED BY FAMILY

When you search multiple full text collections your result set will most likely contain multiple publications from the same patent family. It has always been possible to collapse such a result by family and only have 1 record per family displayed in the result set, but you had limited options to control which publication from the family you would prefer to see (newest or oldest). In a recent new release of Derwent Innovation it was made possible to control and rank your preferred order of publications when collapsing. Here is how:

 

On the Patent Result Set, click the ‘Display & Sort Options

 

 

 

That will bring up the Display & Sort Option window which offers multiple ways of controlling what is displayed in the result set, how it is sorted and if you’d like to collapse the result by family.

 

 

 

In the ‘Collapse by’ dropdown you’ll see several options for collapsing by Inpadoc Family, DWPI Family (only if DWPI is part of your subscription) and Application Number.

 

 

 

If you select Inpadoc or DWPI Family you will be able to then select your preferred document to be Most Recent, Earliest Document or Rank by Authority and Type.

 

Select ‘Rank by Authority and Type’, which will then allow you to select your preferred Authority and document type and rank them using the arrows

 

 

 

That allows you to for example select a granted patent from any authority, over any applications.

 

 

 

The ranking can be made your default by clicking the tick box in the lower left corner.

 

 

 

Click OK, and the your result will be collapsed based on your ranking

 

 

 

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JUNE 2015: DIFFERENCE BETWEEN DWPI PATENT ASSIGNEE CODE AND CORPORATE TREE

DWPI (Derwent World Patent Index) Patent Assignee Code

 

The DWPI Patent Assignee Code is a unique 4-letter identifying code assigned by the DWPI team to one of approximately 21,000 companies worldwide. Companies with more than 500 patents are assigned a standard code, with subsidiaries to the parent company (where identified) also having the same standard code applied.

 

Note: To access and use the Derwent Patent Assignee Code you must have a subscription for the DWPI content.

 

Corporate Tree

 

The Corporate Tree shows the corporate hierarchy for companies with more than 35 US granted patents EP granted/application or PCT applications or 50 patent records for any combination of the US granted, EP granted/applications, or PCT applications. The corporate hierarchy takes into account mergers and acquisitions. Using Corporate Tree the user can search for the company or one of its subsidiaries or holding or all of them together by selecting specific assignee names from that corporate hierarchy. Corporate Tree is provided on Derwent Innovation based on data incorporated from 1790 Analytics.

 

Search using DWPI Patent Assignee Code

 

For searching the patents belonging to a company for example IBM and/or its subsidiaries and/or its related holding using DWPI Patent Assignee Code, follow these steps:

 

  1. Open the patent collection and select patent collections by authority and include DWPI fields by further selecting ‘Also search DWPI fields for selected collection’.

 

 

  1. Select ‘Assignee Code – DWPI’ field and click Browse. The DWPI assignee code searching dialog box is displayed.

 

 

  1. Type in the company name IBM and click Go.
  2. This searches out all the name variants including term ‘IBM’. Select one of the entries with the assignee code and click Save.

 

 

Alternatively you may search for code ‘IBMC-C’ which will search all the company name variants, subsidiaries and related company holdings which are assigned the same code. You can then select all or specific subsidiary or company holding as per your search requirements and save it for patent search.

 

 

 

  1. The selected assignee code appears next to the ‘Assignee Code – DWPI’ field. Click Search.

 

 

The result set will contain all the patents belonging to IBM and its subsidiary with Assignee code.

 

 

Search using Corporate Tree

 

For searching the patents belonging to a company for example IBM and/or its subsidiaries and/or its related holding using Corporate Tree, follow these steps:

 

  1. Select ‘Assignee/Applicant’ field and click Browse. The Corporate Tree searching dialog box is displayed.

 

 

  1. Type in the company name IBM and click Submit.

 

 

  1. This searches for all the name variants including term ‘IBM’. Expand the desired company name and see the corporate hierarchy including all the company name variants, subsidiaries and holdings. Select the parent company ‘International Business Machine Corp’ to select all or select the specific subsidiary or company holding as per your search requirement. Click Save.

 

 

  1. The selected company name(s) appears next to the ‘Assignee/Applicant’ field. Click Search.

 

 

The result set will contain all the patents belonging to IBM, its subsidiaries and related holdings.

 

 

MAY 2015: SAVING SEARCH HISTORIES FOR DOCUMENTATION

Do you need to document your search strategy line by line, in order to show how you got to your final set of patent documents? Would it helpful if you could keep each session stored and labelled individually? You can now do this in Derwent Innovation, specifically in the Search History section.

 

Start by clicking on “Search History” in the left navigation panel:

 

 

 

Then, click on the “New Search History” button at the top:

 

 

 

Give it a name, and then click on the “Save” button:

 

 

 

Enter your search strategy in the fielded search boxes.

 

 

 

Notice the Search History below is blank or “not available” – this is because you are starting a new, named search history. Your name for this search history now appears in the “Select History” box at the top.

 

Click on the “Search” button to run your search. Once you are in the “Patent Result Set”, you’ll be able to browse through your results:

 

 

 

To continue with narrowing and recording your search steps, click on the “Search History” link to return to the Search History page to add more steps to your search.

 

*Note: Refining and/or Sub-searching will not show up as a separate step in your Search History. These functions work directly on your search results, rather than sending a separate command to the search engine

 

 

To add a new line to your ‘Spider Silk Applications’ session, create a new search with any keywords you’d like to add, and hit the “Search” button. You can also click on the checkbox icon, which is the new symbol for the Query Previewer:

 

Click on it, and it will tell you if the syntax of your query is correct.

 

 

 

Next, to narrow or find the intersection of two or more searches, check the check-boxes next to the ones you wish to combine, and then click on the “Combine” button at the bottom of your screen.

 

 

 

Derwent Innovation will respond with an “OR” as the default between your set numbers. If you want to narrow or find the intersection between the two, be sure to change the “OR” to an “AND”:

 

 

 

You can use OR, AND, or NOT between your set numbers. OR will add them together to make a larger set than either of the originals, and NOT will knock out any duplicate records between the sets. Click on the “Search” button.

 

When you’re ready to export your search history, you may want to reorder the sets so they begin with the number one. Simply click on the little black triangle so it’s pointing up. This will re-sort them in ascending order. Then click on the “Export” button at the bottom of the screen:

 

 

 

Click on the format you prefer, either Excel or Text (Notepad)

 

 

 

 

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April 2015: New Field Availability Functionality in Derwent Innovation 4.3

On the Derwent Innovation Fielded Search, have you noticed the “Include blank fields” box next to some of your search fields? This box can be used a couple of different ways.

 

Please look at the first example below, demonstrating how you can find patent records that are missing data in a particular field. You may put together a search that includes keyword, classification, authority and time frame as well as includes a particular assignee. As expected, the results of executing this search will include patents records that meet your search criteria, including the searched-for assignee. However, the next time you execute the same search, you leave the assignee field blank and check the “Include blank fields” box next to the assignee field. The results of executing this search finds patents that meet your search criteria, with no assignee listed. These blank patents may or may not be the assignee you are trying to find, but are relevant nevertheless. This is a useful feature, especially when searching US Applications.

 

 

 

 

Now, let us look at the second example below, demonstrating how you can find patent records that contain data in a particular field, excluding patents with none in that field. To retrieve a results list of patents with data in a particular field without searching any specific term, we will again use the “Include blank fields” box. For example, you are interested in finding patents records from a particular assignee that have been involved in litigation. You want to exclude the patents that are not involved in litigation. To do this, you set up your assignee search, include the Litigation field with the “Include blank fields” box checked as well as other search criteria if required. Before running the search, you must open the query editor and type in quotation marks with a space in between e.g. (LTG=(^” “^)). Then, click Search in order to retrieve patents that contain data in the litigation field.

 

Please look at the image below. The search in the image will only find Samsung patents with data in the Litigation field; and it retrieves 101 patents from the last 20 years. The litigation data is available under the Legal Status heading within the Full Record view.

 

An additional example of using the “Include blank fields” box: we could run the exact same search with the US Reassignment field required to have data (AS=(^” “^)) in order to find any patents from an assignee with Reassignment data.

 

Below is a list of all the fields that have the Field Availability functionality, “Include blank fields” box:

 

First Level Data:

  • INPADOC Legal status
  • Assignee/Applicant
  • Litigation
  • US Reassignment
  • Relevance Category (Subfield of Cited Patents)
  • Opposition

Integrated:

  • Accession Number
  • Abstract-DWPI
  • Also each individual Subfield
  • INPADOC Legal status
  • Assignee/Applicant
  • Litigation
  • US Reassignment
  • Relevance Category (Subfield of Cited Patents)
  • Opposition

DWPI/DPCI Enhanced Mode:

  • Citing Patents-DPCI 
  • Citing Patents Relevance Category
  • Abstract-DWPI
  • Also each individual Subfield
  • Cited Patents Relevance Category

 

 

 

 

 

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MARCH 2015: IDENTIFYING HIGHLY RELEVANT, EXAMINER ADDED CITATIONS IN A CITATION MAP

Patent Citation Maps can be created showing one or multiple generations of both forward and backward citations to the base publication. The map will show all citations for the record.

 

Users can easily identify the most interesting forward citations by making use of the citation relevancy category.

 

Examiners apply three major codes to their citations: X, Y, and A. An X document is used to reject one or more claims on its own, a Y document is used to reject a claim in combination with another reference (using an obviousness argument), and an A document is a document with related technical material. Hence the X or Y citations are usually the most interesting.

 

Below is a description of how they can easily be identified within a citation map

 

  1. Create the map from the Record View

 

 

 

  1. Within the map, click the magnifying glass to bring up the Derwent Innovation search form

 

  1. Select the ‘Relevancy Category’ field from the dropdown, and enter the publication number with ‘Same’ operators and the x or y in a bracket, as shown below. Then click ‘Search’

 

 

 

  1. The matching citations will be highlighted in red in the map.

 

 

 

  1. To investigate those records in more detail, double-click on them individually and the record will be displayed in the lower right window in the map display

 

 

 

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January 2015: Alerting Maximized: Get the most out of your alerts by using some the settings described below.

First, all users have the ability to set up an alert to be sent to whomever you want, including non Derwent Innovation subscribers. In this example, I am sending the alert to someone within my organization that has Derwent Innovation and also someone without Derwent Innovation access whatsoever.

 

 

 

Next, automatically have Derwent Innovation accumulate your alert results in a work file, either in a separate work file each time it runs or in a single workfile. You choose these setting on the “Run Options” tab.

 

 

 

To even further maximize your efficiency, send the alert results to a Public folder, where other groups or individuals within your organization can access the alert results.

 

 

 

Remember, you can always manage any new or existing alerts in the Saved Work area, including editing established alerts to share with additional individuals or change any alert settings, such as, accumulating results in a work file or a public folder. To do so, click on the pencil and paper Edit icon.

 

 

 

Finally, if you set up many alerts for individuals or groups, but do not want to actually receive the alert, you have that option. If you click on the “green check mark” next to the bell icon you can turn off the email alert to you, but it does not affect anyone else receiving the alert. Also, if you want to deactivate an alert, simply click the bell icon and it will turn blue. You do not have to delete an alert since you may want to activate it again at some point in the future.

 

 

 

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November 2014: Using Custom Fields for Additional Analysis Options in Derwent Innovation (updated March 2017)   

Charting and the Results Dashboard on Derwent Innovation are convenient ways to show trends occurring across thousands of patents in one view. It allows you to search on one criterion - such as keywords or a classification code- for a particular technology and then reveals who the top companies or assignees are in that particular space.

 

You may want to take your analysis to the next level and introduce categories or classifications schemes that are customized for your needs. For example, you have identified a few competitors and want to do a thorough job of analyzing their portfolios. Dealing with variations in assignee names, subsidiaries, reassignments, et al., makes it difficult to represent a company’s true portfolio with visualization tools. Let us consider when you need to bring together two companies that are part of the same organization under a standard name, such as Research in Motion and Blackberry Ltd. You can do this with Custom Fields.

 

  1. First, you will need to create a Custom Field that can accept text and can be filterable. The administrator of your account creates the fields, or they can make you an administrator so you can create them. To do this first click on the Administration icon from the Dashboard page. Next, click on the Custom Fields icon.

     

     

     

  2. To create a new Custom Field in the Custom Fields menu, click Create Field. Next, the Custom Field will need a name, a type and a tag. In this example: the name is Ultimate Assignee; the type of field is a Text Field; and the Tag is “ulti,” respectively.

     

     

  3. Note: any Custom Field may be permissioned independently for any individual user or group on your Derwent Innovation contract. To do this, first click on the Permissions tab. Second, choose the appropriate level of access:

    • “No Access” indicates individuals or groups will not see the Custom Field at all.
    • “Read Only” indicates individuals or groups will see the Custom Fields and associated values, but will not be able to edit them.
    • “Read and Write” indicates individuals or groups can see and edit the Custom Fields.

     

     

  4. Finally, click Save ().

     

    Now, you’re ready to create custom Charts or use the Results Dashboard with Custom Fields. To do this, you first want to add each company to be shown in the custom chart to the newly created Custom Field ultimate assignee.

     

  5. The search below is for smartphones restricted by publication date. Next, we subsearched for: RIM or Research in Motion or Blackberry.

     

     

  6. Next, click on Edit Custom Fields link in the bottom toolbar ().

     

  7. In the Edit Custom Fields menu, find the appropriate text field (ultimate assignee) and enter in the new Custom Field value (RIM) and click Save.

     

     

  8. Return to the original smartphone search and repeat the process for each company you’d like to show in your custom chart. Note: after tagging the patents, you are able to retrieve the results by selecting the Custom Field ultimate assignee and searching for each tagged company.

     

     

  9. Use the Results Dashboard to get a first level analysis of your tagged patents. See below: Research in Motion and Blackberry Ltd. have been combined into a single assignee, “RIM.”

     

     

  10. Alternatively, use the Charts to delve deeper into the data. Open the Charts menu and click Vertical Stacked Bar under Create Custom Chart.

     

     

  11. In the Chart Options menu, select ultimate assignee as the Primary Field to Analyze and Publication Year as the Secondary Field to Analyze. Next, click View Chart.

     

     

  12. In this Custom Chart, we have introduced the element of time to our analysis by using a stacked bar chart.

     

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    October 2014: How to export fields from all patents within an INPADOC family

    If you are interested in viewing the claims of all the patents within an INPADOC family, there is a very simple way of doing this within Derwent Innovation using the export functionality. First, run your search and retrieve the relevant patent information. Then select the ‘Display & Sort Options’ in the functionality ribbon above the result set, and collapse by the family of your choice. Once collapsed, either select all patents from the result set by ticking the check box above the result set or select the individual documents you wish to export. Then navigate to the ‘Download’ menu and select ‘Exports & Reports’.

     

     

     

    Select PDF as your format (not PDF with table of contents) and select the fields you wish to include in your report. If you do wish to include the claims, this field will need to be selected from the list of available fields in the left hand box and moved to the right hand box, using the right-pointing arrow (claims are not included as part of the Derwent Innovation default setting).

    Note: you are free to choose whichever fields you require for your export. The Derwent Innovation default fields cover mainly bibliographic information.

     

     

     

    When you select PDF as your format, you will see an additional box ‘Expand by family’ appear below the set of selected fields. Tick this box to cause the export to include the selected information from all INPADOC family members in your export. Finally, click on ‘create’ to generate the report.

     

     

     

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    SEPTEMBER 2014: Making Better Themescape Maps

    Question:
    Using Themescape, should you make your map based on patent families or individual patents?

     

    Answer:
    The right way to make the map depends on the question that you’re trying to answer. If you want to see the shape of a company’s patent portfolio (which is very useful for seeing how that company compares to others in a technology sector), then you probably want to map based on patent families.

     

    On the other hand, if you want to gain insight into which technologies a company considers most important within its portfolio, then mapping all individual patent documents from around the globe may be best.

     

    For a concrete example, let’s turn to Apple Computer. While this company makes many products, the iPhone is one of the best known electronics devices in the word. Every day, many people rely on its ability to provide mapping and other location-based information.  There are quite a few technical aspects to making a location-aware device, so we might want to see which technologies Apple considers most important. Because it is very expensive to pursue patent protection within every jurisdiction, many companies will file patents in just a few countries for the bulk of their inventions and only file in a large number of jurisdictions for their most important inventions.   So, one proxy for a technology’s importance is the number of jurisdictions in which a particular invention is patented.

     

    To see this vividly, I ran a search for Apple patents with location or GPS in the Title, Abstract or Claims fields and then expanded to cover all of the Derwent World Patent Index family members for each result. This retrieved over 14,000 patents around the world from nearly 3,400 patent families.

     

    (If one wanted to compare Apple, Samsung, Nokia/Microsoft, Sony, et al, then one could add in patent families from all these companies. There are earlier entries in the Tip & Tricks archive linked at the bottom of this page that show how to do this.)

     

    Here’s how Apple’s location-based inventions appear in a family-based map:

     

     

    By contrast, here’s how Apple’s location-based inventions appear in a map based on individual documents which shows country-by-country patenting activity:

     

     

    There are many insights which these maps can provide. For example, compare the maps around the label for “Antenna Element Handheld.” It is in the lower right corner of the family-based map and in the middle right of the individual document-based map. (As always, up/down/left/right do not matter; it is the relative relationship of documents and the “height” of the patent clusters that reveal relationships.) In this case, we can see that the individual document-based map has a white peak for this technical area. After the newsworthy issues related to the antenna in the iPhone 4, one might speculate that this drove the company to pursue additional research and patent protection. The white peak reveals that there have been more patents filed in more jurisdictions around the world related to this technical area than average for the technologies in Apple’s location-based portfolio.

     

    Here’s another example: pictures taken with the cameras embedded into modern mobile phones are typically “tagged” with the location at which the picture was taken. In the past, acquiring a GPS based location took quite some time. Users expect, however, that a picture may be taken nearly instantly. So, there must have been quite a bit of research and invention activity related to location-based image capture activity; the white peak for “Sensor Image Capture” confirms this and the importance of this area to Apple.

     

    So, as you can see, a Themescape map changes to highlight the important aspects of the data used for its construction. To get the right map to answer your questions, please do not hesitate to contact our training staff around the globe for help in building a map or our services team to have one built for you on a project basis.

     

     

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    AUGUST 2014 TIP & TRICK

    Patent classes can enhance both the recall and precision of your patent searches. A patent class is a collection of patents all on the same subject. However, unlike a library book class (like the Library of Congress system), patents can be in more than one class.

     

    Classes can be a more universal vocabulary than key words used to search because different companies may call the same invention by different names. To search a concept by words, you have to search by each way to describe the invention and each language (English, Japanese, German, etc.). The class is a standard way to describe the invention in only in the “language” of the classification.

     

    For example, searching the International Patent Class (IPC) for “Fasteners of the touch-and-close type; Making such fasteners [3]”, A44B 18/00, yields over 3,000 records more than searching either the key words “Velcro” or the phrase “hook and loop”, including the following patent;

     

     

    Classes can also improve your searches comprehensiveness. Good patent searches use several synonyms for each concept. Classes offer more ‘synonyms’ per concept. It is the way patent offices search; searching by class increases the odds of you finding what the patent office would find.

     

    Classes offer a way of searching that key words cannot. For example, when searching for formulations, the proper class will find you those documents where components A and B must be together, as opposed to those patents where A and B may be alternatives to each other. Also, in a multistep process, the appropriate class can clearly identify which step comes first.

     

    FINDING THE BEST PATENT CLASSES TO SEARCH IN DERWENT INNOVATION

     

    Derwent Innovation contains the definitions of the IPCs, the Cooperative Patent Classification (CPC) system, Derwent Classes, Derwent Manual Codes, Japanese FI classifications and Japanese F-terms. It also contains the definitions of the ECLA classification (which is no longer being used by the European Patent Office, although they are still in Derwent Innovation) and US Patent Classes (which is being phased out by the US Patent Office, although they are also in Derwent Innovation). By searching the definitions, you can find the appropriate class.

     

    For example, suppose I was looking for patents on a garment which can convert from skirt to slacks. IN addition to searching by key word, you would select the appropriate class from the Fielded Search page and click the Browse button;

     

     

    That opens up a window where you can put in the relevant words to search in the definition.

     

     

    (It may take several tries. For example, this example would not work if you searched “skirt* and trouser” or “skirt and slacks”.)

    Ticking the box next to the appropriate definition (A41D001502 in this case) and clicking the Save button adds the class to the strategy.

     

     

    Another approach would be to drill down in the hierarchy. Here, for example, one would decide that the target garment is a Human Necessity, Section A; Wearing Apparel, Class A41; etc. until you arrived at A41D 15/02, Skirts convertible into trousers.

     

     

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    July 2014: Relevancy and Weighting of Search Terms

    In some cases it can be useful to emphasize specific keywords in a search as more important than others, in order to get more highly relevant results.

     

    1. Default or Unweighted Relevancy
    If no field/term weighting is specified, the "relevance" is simply the total number of hits (in the appropriate fields) on search terms in the document. Documents with a higher number of “hits” rank higher than documents with fewer hits without regard to the size of the documents themselves.

     

    Default/unweighted relevance searching assumes that all occurrences of the search terms entered are of equal weight.

     

    The actual relevance ranking can be seen on a result set if you have:

     

    A) Set Relevancy to On in your search preferences.
    B) Requested that the Relevancy field be displayed on your results set via the Display and Sort Options function (shown following) or through your result set preferences.

     

     

    2. Weighting Search Fields/Terms

    You can assign a weight to each search term in a patent query to indicate the term’s relative importance to your search. The weight assignment is shown as a number between 01 and 100, where 01 represents the lowest importance rating and 100 represents the highest. You would never use weighting with just one search term because you are weighting (or comparing) one term against another.

     

    For example, you are interested in patents on toothbrush holders but also patents on holders of any sort. On a relative scale, patents on toothbrush holders are twice as important to you as patents on other kinds of holders, so you weight them accordingly in your query. To construct this kind of query, enclose the weight in brackets and join the terms with OR, like this:

     

    [100]TI=(toothbrush ADJ holder) OR [50]TI=(holder);

     

    When sorted by Relevancy, the result set for this query will give patents with both the terms toothbrush and holder a higher score than those with just the term holder.

     

     

    Relevancy is not a default field on the patent result set and you must enable/activate it via the Display and Sort Options function or through Preferences. You also have the ability to choose Relevancy as the default sort option for your result set or to sort it on the fly on each result set.

     

    Weighting search fields/terms is only available in patent searching.

     

     

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    May 2014: Sorting the result set by Relevancy or Count of Citing Patents:

    By system default any result set will be sorted in order of publication date, displaying the newest record at the top of the result set. Additional fields are available for display and sorting, and 2 particularly useful fields are 'Relevancy' and 'Count of Citing Refs - Patent'.

    • Relevancy is based on the count of occurrences of the keywords in the search query
    • A high count of citing patents may be an indicator of importance

     

    1. Sorting results by Relevancy
    Run your search with the desired keywords, classification codes, assignee names etc. If you have not changed any Preferences, the result set displays the newest record on top

     

     

    The 'Relevancy' and 'Count of Citing Refs-Patent'’ fields does not display by default, but can be added in the Display & Sort Options in the menu above the result set. Note that you can also set the field to sort the result by, and make the selected options your default for any future result set

     

    Below the result set is sorted in descending order by Relevancy

     

     

     

    2. Sorting results by count of citing patents
    You can sort by any field by clicking the field name on top of of the result set. Click twice to reverse the order. Below the result set is sorted in descending order by count of citing patents

     

     

     

    3. Sorting results collapsed by family
    As you may know, any result of a search in the ‘Patent Collections by Authority’ can be collapsed by family

     

     

    If you collapse the result and sort by relevancy or count of citing patents the family with the member having the highest number will be displayed at the top. Below the Chinese application appears at the top despite having zero citing patents

     

     

    But if the family is expanded it shows that the US application has a high number of citing patents

     

     

     

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    April 2014 Tips & Tricks

    If you have an Analyst seat, you can actually set up maps with different settings as templates. Here’s how:

     

    When creating a map with different settings than you normally create, click on the "Field Options" tab, and change your default "Chosen Fields" to a different configuration. For example, maybe you'd like to setup a template with your normal fields including the claims field:

     

    Move the "Claims" field from "Available Fields" on the left, to "Chosen Fields" on the the right. Now,
    simply go back and click on the first tab, "Properties" and name your map with a name that indicates it’s a template, and click on "Save":
    The next time you go to create a Themescape map, just click on the "Properties" tab:

    And then just browse to your new template with its different setup:

     

     

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    March 2014: Portfolio wide analysis of Citations:

    There are different ways to do a Portfolio wide analysis of Citations on Derwent Innovation. These are listed here below.

     

    1. If you are a subscriber to the DWPI/DPCI data, you can:

    Search for the desired company as "Cited assignee DPCI" in the fielded search form (you must be using "Enhanced patent data DWPI and DPCI" only and not the full text databases alongside DWPI/DPCI). Then you will get a result set comprising the Assignees that are citing the desired company. Optionally you can remove self-citations by adding "Not" and then the same company in the "Assignee/Applicant – DWPI" field

     

    From this Result set create a chart of top assignees/DWPI assignees/DWPI assignee codes or alternatively a list. You could also export the list of patents

    2. If you do not have DWPI, you can do the following and still remove any self citations if needed.

    1.  Extract the entire portfolio of your desired company: 
      • CMP=("ELEKTAAB" OR "NUCLETRONBV") OR AGCR=(Elekta) OR PA=(Elekta);
    2. Export the list of publication numbers to excel,
    3. Run a Publication Number search for that list (Specialized Search, Forward Citations. If you want to include self-citations in your Chart, you can continue with Step 6 here. If you want to remove self-citations, save this result set as a workfile.

      To remove self-citations carry out the following steps:

    4. Run a Publication Number search for the list of publication numbers from the entire portfolio (retrieve the documents) and save it as a work file.
    5. Go to Saved Work and merge the workfiles for “search 1” NOT “search 2” to get a work file of the difference.
    6. Open the difference work file and do a chart of the results (Top Assignees/Top DWPI Assignees/DWPI Assignee code).

    3. Using the following chart setup it is possible to chart the top companies citing a given company.

    It lists the cited documents from an assignee search result in descending order based on count of citing docs and shows the citing assignees for each listed in descending and links to the corresponding group of citing documents.

     

    1. Pull all of the desired portfolio:  PA=(vestas) OR CMP=("VESTASWIND") OR AGCR=(vestas);
    2. From the Result set select chart and set the options as shown in the screenshot below.

     

     

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    January 2014: Easy Searching for Publication Numbers

     

    If you often search for Publication Numbers, it will be helpful to change your Quick Search Preferences from “All Content” to “Publication Numbers”.


    Go to Preferences, General, then under “Quick Search Default Type” select “Publication Numbers” and click on Save.

     

    The Quick Search field (on top of every page in Derwent Innovation) will show “Publication Numbers”, which allows for very easy retrieval of single publications.

     

     

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    November 2013: My Terms: Customized Highlighting for Efficient Patent Document Review

     

    Using the Highlight link from the top of any Result Set, you can create customized highlighting of your key terms, even if these are terms that are not part of your search strategy. Highlighting key terms in your technology area will help you quickly evaluate and identify important patent documents during your review process. To access this feature, click on the “Highlight” link.

     

    Using the My Terms section in the Highlighting tool, enter a key term in the “Enter New Term” box, select a color for highlighting by clicking on the color drop-down menu, and then click Save next to “Select Color” and Save in the lower right corner . This term will now always be highlighted when you review patent documents, even if the term is not part of the search strategy. You can always turn off this feature by later clicking on the Highlight link to access this tool, and then unselect the box under “Active” to turn off highlighting for that term, and click Save.

     

    With your important terms highlighted in the My Terms tool, you will now quickly see those important terms whether you are reviewing a Result Set or the Record View.

     

    My Terms is another helpful tool on Derwent Innovation to help you quickly and efficiently review patent documents, saving time during your review process to help you move on to other tasks.

     

     

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    October 2013: How to use DPCI Data to identify your key competitors

    If you access to DWPI data as part of your Derwent Innovation subscription it is now very easy to use the DPCI (Derwent Patent Citation Index) data in a search to find out who has been citing your patents with one simple search.

     

    To do this, first select enhanced patent data DWPI and DPCI as your collection to search. Click on the edit collections option on the menu bar of the fielded search form and click in the check box beside the enhanced patent data DWPI and DPCI (the option at the very top of the screen) and the click on the OK button.


    Next select the field Cited Patent Assignees – DPCI as the field to search and enter your company name into the search box (Apple, in this example). Then in a second search box select assignee/applicant – DWPI (this will be preselected in the default setting) and then enter your company name. You will then need to change the operator that is used between the fields to NOT. Finally remove any date restriction you may have on the form by either deleting the field altogether or removing the pre-selected value in the field.

     

    Click the search button to retrieve a list of patented inventions (represented by one family member) which have cited your patents, excluding any self citations. These are your key competitors. You can review them using a chart of top assignees (choose to plot top DWPI assignees for the most accurate results) or use the filter list that shows the top 100 assignees.

     

     

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    September 2013: Who is Citing Your Patents

    To know who is likely to be working in the same area of technology, it is useful to know who is citing your patents. Since business is global, it is critical to know which patents cite a given set of patents or any members of the family.

     

    Consider this set of patents from Solazyme Inc. for making a bio jet fuel from algae. Solazyme is a biotechnology company “that harnesses the prolific oil-producing ability of microalgae [to make] oil”. How would one find which companies are building on this technology, as measured by patent citations to the set.

     

    Go to the Patent Search screen, Publication Number tab and select the Show Specialized Search link to open the window below. Either enter the publication numbers of interest into the Enter Numbers box (as shown below), or upload the publication numbers from a text file.

     

    A set of documents displays, that cite the publication numbers in the box or any members of their patent family. If the Chinese publication number, for example, is listed, also available are those publications that cite the CN publication or its US, EP, WO, etc. equivalents (which may be more likely to be cited and thus be more indicative of who is citing Solazyme’s technology). Most of the citations to Solazyme’s patents are their own; however, Heliae Dev Co. also cites Solazyme’s patents. Heliae, like Solazyme, is also developing algae –derived products for nutrition, specialty chemicals, fuels and more.

     

    By filtering again, Heliae’s patents regarding jet fuel and algae are isolated for further examination.

     

     

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    August 2013: Retaining your Search History and Marked List Between Sessions for Optimized Workflow

    Sometimes you may not have finished all of your work in Derwent Innovation before logging out or you may have been auto logged out due to inactivity.

     

    In such cases, it is very useful to be able to return to previous searches and marked records from your last session(s) on Derwent Innovation.

     

    Follow the steps below to retain your Search History and/or Marked List.

     

    Figure 1 - Prompt on login allowing you to retain Search History and/or Marked List. Notice that the selected setting can be saved.

     

     

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    July 2013: Assessing competitor trends by using Groups and Time Slicing in ThemeScape

    1. Perform a comprehensive search for all patents belonging to the competitors of interest, considering carefully the date limits.
    2. Create the Themescape map.
    3. Create a Group for each competitor by searching for the company names in the map.
    4. In the Group tool, display all competitors in Union Mode.
    5. Open the Time Slice tool and create slices as preferred or using the Automatic Slicing by year or decade – do NOT save any slices as groups. (Fig. 1 below)
    6. Select any time slice – now the numbers showing for each competitor in the Group tool will show only the records in the selected time slice for that competitor. (Fig. 2 below)
    7. Optionally, add color to the desired Groups, close the Group and Time Slice tools and save a Snapshot of the map. (Fig. 2 and 3 below)

    Figure 1 - Group and Time Slice Tools open, no Slices selected, total number of records displayed for each company in the Group Tool.

    Figure 2 - Time slice selected and the number of records in that Time Slice is displayed for each company in the Group Tool.

    Figure 3 - Take Snapshot with only records for specified companies and specified Time Slice.

     

     

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    June 2013: Search Tips on Derwent Innovation: Improved Charting of Results

    When using the predefined Chart Templates to analyse your results, some assumptions have been made in the settings for the Chart. Always review the settings by clicking 'Edit' and change to your preference.

    For example a Top Years Chart may be using Publication Years by default, where it might be more useful for you to show Priority Years:

    Or a Top Countries Chart is showing Publication Country for all records in the result set, where it might be more useful for you to show Priority Country, collapsed by family:

     

     

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    May 2013: Search Tips on Derwent Innovation: Working with Hyphenated Terms

    Are you constructing a word search on Derwent Innovation with terms that are hyphenated or may be hyphenated (e.g. anti-cancer)? Or maybe a term such as headlight that may be one word (headlight) or two (head light)?

    In these instances, construct your query to make sure you will pick up any variation of your target term, whether the term will be hyphenated, one word, or two words. These search formats below will help to find all of these alternatives. It is not necessary to use the hyphen in your search string, as hyphens or not indexed on Derwent Innovation and are treated as a space.

    ((anti adj cancer) or anticancer) = will retrieve anti-cancer, anticancer, or anti cancer

    ((head adj light) or headlight) = will retrieve head-light, headlight, or headlight

     

     

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    April 2013: Would you like a way to reduce the number of patents you need to browse through?

    Using the Collapse Feature on Derwent Innovation allows you group related patents behind one representative filing.

    • Run a search
    • Click on "Display and Sort Options" at the top of your Result Set Window
    • Sort by "Publication Date" in "Descending" order and then choose "Application Number" for the collapse; click on "OK"

    Doing this will "wrap" the publication behind the grant, thereby reducing the amount you need
    to browse through as well as showing you what has actually granted.

    Below is a screen shot showing all of the recommended fields to search when looking for a competitor's patent portfolio:

     

     

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    March 2013: How to find a more complete competitor's portfolio

    We recommend that you use all applicable fields when trying to find a competitor’s portfolio – do not stop at just the Assignee field! US Applications do not require there to be an assignee listed when the application is filed. So relying on the assignee field means you might be missing many applications, and important art.

    To get around this, always make sure you search for the company’s name in the Attorney-Agent/Correspondent field in addition to all of the normal assignee fields. A company’s name may appear in this field, and will help you find unassigned US Applications, especially where there might be in-house counsel.

    Below is a screen shot showing all of the recommended fields to search when looking for a competitor's patent portfolio:

     

     

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