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Getting Started

Logging into PatSeer PatSeer Home Page Changing your Password Usage Tracking Operators View Usage Quick Tips Logging Out and Session Timeout

Searching Records

Introduction to Searching in PatSeer Searching Basics (Must Read)Common Syntax Mistakes and their Corrections Deduplicating Patents based on Families / Publications Searching Patent Publications Quick Search Form Command Line Search Form Number Search Form AI Search form Image Searching - AI Search Form Company Search and Standard Essential Patents Search Form “Hybrid Searching” - Searching Families Date Range Searching Proximity Search Minimum Must Match Query Search Syntax Examples Hit Count Cutoff Query Stemming Searching For Decimal, Percentage and Math Operators Plural Matching Classification Tree / Range search Term Boosting Query Modifiers Searching Chemical Names Field Codes and their Descriptions Legal Status Searching Country Selection in Search form Non-Latin Search Non Patent Literature (NPL) Search New Search Bar On Homepage Search Scripting Searching Company portfolios in PatSeer – Best Practices for using USPTO Reassignments data and Corporate Tree Real-Time / Smart search Suggester Setting record display preference in your search results Limit By Setting record display preference

Search Aids and Tools

User Preferences Add thesaurus names to filters Semantic Search Suggester Suggesters and Autocomplete support in command line Term Translator Search Class Definitions Search Query Migrator(Syntax Converter)Chemical Lookup Find Similar Patents Command Line Search - Query Formatting Command Line Search – Spell Check Option Command Line Search – Syntax Validation Quick Reference for codes (syntax) in command line search Search support for Capitalized words and camelCase words Synonym / Related Terms Lookup – F9 Key Special Characters Keyboard Number Search Order Retention Search History View Key Parameters of Existing Queries Classification Export from Search Scripts Search Query Analyzer Search Query Highlighter Export Saved Searches in PDF / Word Format Parent Corporate Owner Family Countries (By Simple Family)Claims Analyzer Corporate Tree Lookup In Search Tools Looking for Similar Patents Assignee/ Inventor Look up

Working with Search Results

Viewing Results Claims Difference Tool Reranking the records on your result page AI Recommender – Top up your Boolean searches AI generated Patent Summaries View Full Text Of Records Within Search Results Streamline the process of exporting and printing patent full text with just a few clicks View Selected Record Count Create and Apply Thesaurus View Citations Search Result Filters Custom View Exporting Records A better export link for your exports (Export links to the numbers in your exported file)Quick List Working with Saved Searches Word Highlighting Hit Analysis KWIC View Shortcut Keys For Navigation Query Builder Within Search Results Legal Status of Records / Families Orange Book Integration Editing your query using the Original search form Export - Priority Date and Mosaics from Biblio and Family Filter Sets Exporting Search Strings In Word and PDF Format Drawings Legend Viewer Integrated Litigation Filter View Legal Status Timeline Citation Analysis Smart Drawings Drawings View PDF Cart and Bulk Download Full text PDF download Accessing US Patent Data Directly in PatSeer

Export Fields and Definitions

Bibliographic Export Fields Text Fields (English)Parties Classes Family Citations Text (All Other) Other Export Fields Scores

Detail View

Viewing Records Viewing Biblio, Claims and Description Claims Summarizer Open Record Portions In Different Windows View File Index (FI) Codes Viewing Record Citations Viewing Family and Generating Family Tree Family Legal Status Timeline Viewing and Downloading PDF Class Definition Browser Document Hit Map - Navigate Highlighted Terms Summary (Patent Summarization)Maintenance Data Link For US Records View Legal Status Timeline for Selected Records Drawings in Detailed view Family Viewer - Family Tab in Detailed View

Analytics & Visualizations

Analyzing Search Results Working with Charts Charts Dashboard Chart Layers - Multidimensional analysis Patenting Trend Topic Charts Innovation Timeline Family Coverage Map (By Simple Family)Sorting Data Under Quick Stats Charts Subtitles For Charts Charts for Standard Essential Patents (SEPs)Charts - To view Remaining Life of Patents Charts to view the Global Portfolio Status

Projects

Introduction to Projects Project Management Create And Select A New Catalogue At Project Creation Group Projects Under Different Catalogues Multi-user Flag and Rating in Projects/Subprojects Clone a Project Creating a Project Creating a Subproject Deleting Projects Created by Me Deleting a Subproject Adding Records to Project Project Rules Auto-Update Published Applications To Grants View Records in Order Of Occurrence View Records Arranged by Recency Normalize Project Metadata to its Family Members Project Operation Modes Importing custom data points from an Excel File Rating and Flagging Assigning Equivalent Family Member For Existing Record Result View - New Sorting Options Read/Unread Records Tracking and Filtering Working with Comments Search Within Comments/ Text Custom Fields View Custom Field Data in Drawings Hierarchical Categorization Custom Fields Full text annotation - highlight and comment on any Full text portion of record De-duplicating Records within Projects Copy / Merge Metadata While Deduplication of Records Comparing Projects Projects List Access Last Opened Project Easily Link Search Script to a Project Project Add History Combine User Defined Categories Along With Patent and Other Custom Fields in Dashlets Filter Records by Their Date of Addition to Project Deleting Multiple Projects Categories View Window and Adding Records To It View Project Activity Filter by Family-level queries within your Project Unsharing single / multiple projects simultaneously

Project Collaboration

Sharing a Project Sharing a Subproject Sharing search results Creating and Managing Permission Groups Creating and Sharing Patent Dashlets

Alerts

Creating Search Alerts Record Monitoring Alerts On Search Scripts

PatSeer Pro X

Introduction to PatSeer Pro X Patent Family Level Quality Indicators Patent Portfolio Level Quality Indicators Using AI Classifier and all the necessary settings of a previous project to a New project Email containing the details about prediction done AI Classifier Additional Value Indicators Litigation search form Auto Cleanup Clusters (Advanced Clustering)Matrix Citation Analysis Assignee Tree Map showcasing different technology clusters VizMap: Network Mode VizMap: Landscape Mode VizMap: Correlation Map Refine your AI search results with ease VizMap - Decide On the Group of records to Be Analyzed Summary Reports Advanced Clustering - Add Custom Stopwords Citation Analysis - View the Nodes in a Form of Hyperbolic Chart VizMap: Network Mode - Applying Same Color to a Group of Assignees Generate Landscape and Contour Maps Using the Custom Categories Or Sub-Categories Built Within Your Project

Working in PatSeer Pro X

Sorting the Records on Result page based on various Quality Scores Filtering the Records based on Quality Scores Exporting the Quality Scores Viewing the Company Insights Ranking the Companies based on the 360-quality score of their Patent Portfolios Generating a Quality vs Quantity landscape for Top Players Generating a Quality vs Quantity landscape for New Players Patent of some Key Players that can make it difficult for other companies to enter the technology area or launch a product in the same Ranking patents in your project based on Quality and Age Comparing the 360 Quality Scores of Key Players Mapping the Innovation Potential Understanding the Growth of Patent Portfolio for the Key Players Litigation Analytics

AI Classifier

AI Classifier Introduction AI Classifier - Moderation Mode AI Classifier- Automatic Mode

Release Notes and Version History

February 2025 Release Note December 2024 Release Note November 2024 Release Note October 2024 Release note September 2024 Release note July 2024 Release Note June 2024 Release Note April 2024 Release Note January 2024 Release Note November 2023 Release Notes October 2023 Release Note September 2023 Release Note August 2023 Release Note June 2023 Release Note March 2023 Release Note November - December 2022 Release Updates September - October 2022 Release update May 2022 Release update

Video Tutorials

PatSeer Tutorials

Searching

Search Forms - Video Tutorial Operators and Truncations - Video Tutorial Search Scripting - Video Tutorial Limit By - Video Tutorial

Screening & Analysis

Filters - Video Tutorial Reading through Patent Documents Quick Stats - Video Tutorial Exporting Records - Video Tutorial

Monitoring

Creating Search Alerts - Video Tutorial Record Monitoring - Video Tutorial

Projects

Projects - Video Tutorial Project Sharing- Video Tutorial Multi-user Flag and Rating in Projects/Subprojects - video tutorial

PatSeer ProX

AI Classifier - Video Tutorial Create Multi-dimensional analysis - Video Tutorial Summary Report - video tutorial Auto Cleanup - Video Tutorial Clusters - Video Tutorial

AI Features

AI Search- Video Tutorial AI Search Refine- Video Tutorial Semantic Reranking- Video Tutorial AI Recommender- Video Tutorial

Unitary Patents

Unitary Patents - Introduction Searching and Screening Unitary Patents in PatSeer

Industrial Design

Field Code Guide Design Patent number formats Logging into PatSeer Design Edition Quick Search Form - Industrial Design AI Search Form - Image and Design Number Search History - Design edition Results Page Quick Stats Design Projects Project Sharing Number Search Form - Design Edition Design Patent Legal Status Information for 40+ Autorities Alerts - Design Edition

Miscellaneous

Understanding Simple and Extended Families PatSeer Data Coverage PatSeer Glossary Questions Legal Status Codes: Countries A - D Legal Status Codes: Countries E - H Legal Status Codes: Countries I - Z Kind Codes : Countries A - D Kind Codes: Countries E - H Kind Codes: Countries I - Z Understanding Important Patent Fields Types of Assignee fields in PatSeer and their description

Commonly Asked Questions

How do I fill up the key term / key word gap in my search query? How do I screen the records without going into the details?If I have a free text, how do I create a search using PatSeer? How do I search patents that are similar to the patent number(s) present with me?How can you view the prosecution details of a particular record?How do I create a folder or project for my data? How to add records to multiple projects / folders by marking their importance?How do I organize my data in Project / Folders? / How do I categorize or bucketize my data?How do I mark the importance of data / How do I label my data according to my analysis?How do I involve my colleagues in my review / How do I share my analysis with different teams (R&D, IP team etc.)?How do I summarize my analysis on a single page? / How do I create a report of the analysis?How do I save my searches based on the projects I carry out? / How do I organize my searches?How do I identify similar patents that I have missed during the search?How do I go through the whole patent or compare two different documents on the same page How do I create a search based on Assignee / inventor country / city/ state? How to create a search based on Universities ? Is it possible to view the Attorney data for their respective countries? How do I exclude a keyword or any other related patent field from my search query? How to Search for a Design Patent in PatSeer? / Is it possible to look for Design patents in PatSeer? How to search based on dates?What is Tech Domain or Tech Sub-Domain or Industry in PatSeer How do I view the technology cycle time?How to report your queries/issues in PatSeer? How to generate a query ticket in PatSeer?/ Where I can share any queries/ technical issues that I am facing in PatSeer?Which browsers are compatible with PatSeer?What is the difference between selecting the country from the country selection dropdown option and if I enter the field code PBC (Publication Country) and then enter the country code/ How do I look for patent documents that have been published in a specific country? Do you have a list of what the different country codes or prefixes are for each jurisdiction?Is there a way to find out which of the records are already present within the Project/ Folder that you have created? / How can I know which Patent numbers are already present within the existing Projects/Folders?Is there a way to automatically tag a pre-defined set of metadata (Custom fields, Categories, Flagging, Rating, and Comments) either one or multiple, for the records that I might newly add to the project via running a new search query or by importing a set of patent numbers? If I Have Refined My Results In A Project/ Folder, Can I Create A Subproject/ Subfolder Based On These Refined Results?How Do I See Keywords from My Original Search Query Highlighted in Patent Documents? / Can I highlight the search terms in my query manually?Can I change my Language settings in PatSeer? / Is it possible to set a preferred language in PatSeer?How do I add citations to a Project/Folder from the Detailed View?/ Is there a way to add citations to a Project/ Folder after carrying out a search? How do I find the search query/queries used to create a certain Project/ Folder? How can I search for patents/ records across Projects/ Folders? What are the different types of searches wherein the AI Classifier can be used?Can we control what part of a patent is used for predictions in the AI Classifier ?If the category is modified in the "with moderation" option in AI Classifier, does that help train the tool?Is there any provision for subcategorization?/ If I have sub categories present within my main categories, will the prediction also be made on the sub categories while running the AI Classifier? Can I copy the categorization done by AI Classifier to another project?/ Can I use the same training data for multiple projects to run the AI Classifier? In the AI Classifier what is exactly threshold cutoff value, how is it going to affect the predicted categories?Which all countries litigation data is available in PatSeer ? How does PatSeer handle different types of declarations, including blanket declarations without patent numbers, and what type of data is available regarding Standard Essential Patents (SEPs) on the platform? Does PatSeer provide information about patent claims and their association with the relevant standards? What are the advantages of Multiuser Ratings and Flag Is it possible to search for relevant text within a downloaded PDF document of a Patent?

SSO Login in PatSeer

PatSeer Single Sign On Azure Configuration PatSeer Single Sign on – Okta Configuration

PatSeer 2 Factor Authentication Configuration

PatSeer 2 Factor Authentication Configuration

PatAssist

Introduction to PatAssist BEST PRACTICES Enabling the PatAssist Disabling the PatAssist for a Project Security and Privacy PatAssist AI Credit System Quickly Pin Your PatAssist Query for Easy Access

AI Recommender- Video Tutorial

The AI recommender will suggest you contextually similar records that did not match your Boolean query but are relevant to current search query.

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