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Using The Reports Tool on PatentOptimizer Online

Updated

LexisNexis PatentOptimizer®  Online, allows you to generate four types of reports. Following is a description of each.

 

Name Description
Summary Report Used to run an error analysis on patent applications, pre-grant publications, and issued patents.
Term Analysis Report Note: This report is available to Litigators only.

Used to detect claim errors, terms and phrases in claims that were not found in description, antecedent basis, support in the disclosure, support in the drawings, term and phrases with case references, citations with post issuance activity, patent profanity issues, claim charts, and much more.

Information is pulled both intrinsically (from within the source document) and extrinsically (from other data in LexisNexis PatentOptimizer).
IDS Form Used to disclose to the USPTO all known prior art or other information regarding the patentability of the invention.
Claim Chart Used to showcase how a product or service has infringed on a patent.






















How do I access PatentOptimizer Online Reports?

 In order to access PatentOptimizer Online, perform the following steps.

  1. Navigate to the “Resources” section of the tool bar.
    • Note: An additional option is to go to this URL: https://www.patentoptimizer.com/report 
  2. Select “Report”
    • Tip: there is a globe icon next to the word Report.
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  3. You will be directed to the Online menu of PatentOptimizer.
  4. Select the a report or multiple reports that you would like to run.


How do I generate a Summary Report?
To generate the report, perform the following steps. Also, refer to Summary Report Tips for complete information about options.

  1. Select Get Started or Reports.
  2. Select Summary Report from the report types.
    • Note: If the LNAC application requires you to have a Client ID, the Edit/Add Client ID form appears. Complete the form by selecting an existing ID or by creating a new one.
  3. Using the following drop-down panels, provide the input you wish to use in the report:
    • Select Upload documents to select or drag and drop the desired files into the upload area.
    • Select Enter text to manually enter the desired document information.
    • Select Enter citations to manually enter citations.
      • Tip: As you enter citations, the application flags them as Valid, Changed, or Invalid.
  4. Select Next.
  5. Complete the Summary Report request by selecting the appropriate options from the following:
    • Select report config
    • Advanced settings
    • Report format
    • Attach drawings
  6. Select Next.
  7. From the Create report page, confirm your report request by selecting Create.

How do I generate a Terms Analysis Report?

Important: The Term Analysis Report is only available in LexisNexis PatentOptimizer® for Litigators.
To generate the report, perform the following steps. Also, refer to Term Analysis Report Tips for complete information about options.

  1. Select Get Started or Reports.
  2. Select Term Analysis from the report types.
    • Note: If the LNAC application requires you to have a Client ID, the Edit/Add Client ID form appears. Complete the form by selecting an existing ID or by creating a new one.
  3. Using the following drop-down panels, provide the input you wish to include in the report:
    • Select Upload documents to select or drag and drop the desired files into the upload area.
      • Note: As you add files, their names appear in a dialog box.
        • Select Enter text to manually enter the desired document information.
        • Select Enter citations to manually enter citations.
          • Tip: As you enter citations, the application flags them as Valid, Changed, or Invalid.
  4. Select Next.
  5. Complete the Term Analysis Report request by selecting the appropriate options from the following:
    • Select report config
      • Advanced settings
      • Report format
      • Select input
      • Attach drawings
  6. Select Next.
  7. From the Create report page, confirm your report request by selecting Create.

How do I generate an IDS Form?

To generate the report, perform the following steps. Also, refer to IDS Form Tips for complete information about options.

  1. Select Get Started or Reports.
  2. Select IDS Form from the report types.
    • Note: If the LNAC application requires you to have a Client ID, the Edit/Add Client ID form appears. Complete the form by selecting an existing ID or by creating a new one.
  3. Using the following drop-down panels, provide the input you wish to include in the report:
    • Select Upload documents to select or drag and drop the desired files into the upload area.
      • Note: As you add files, their names appear in a dialog box.
    • Select Enter text to manually enter the desired document information.
    • Select Enter citations to manually enter citations.
      • Important: When you enter citations, an IDS Form pop-up screen displays, requiring you to select one of the following options:
    • Insert entered citations directly into an IDS
    • Extract and insert embedded citations associated with each entered cite into an IDS
    • Select one of the options then select Apply.
      • Note: As you enter citations, the application flags them as Valid, Changed, or Invalid.
  4. Select Next.
  5. Complete the IDS Form request by selecting the appropriate options for the following:
    • Report type
    • US Patents
    • Foreign Patents
    • Non-Patent Literature
  6. Select Next.
  7. From the Create report page, confirm your IDS Form request by selecting Create.

How do I generate a Claim Chart Report?

To generate the report, perform the following steps. Also, refer to Claim Chart Report Tips for complete information about options.

  1. Select Get Started or Reports.
  2. Select Claim Chart from the report types.
    • Note: If the LNAC application requires you to have a Client ID, the Edit/Add Client ID form appears. Complete the form by selecting an existing ID or by creating a new one.
  3. Using the following drop-down panels, provide the input you wish to include in the report:
  4. Select Upload documents to select or drag and drop the desired files into the input area.
    • Note: As you add files, their names appear in a dialog box.
      • Select Enter text to manually enter the desired document information.
      • Select Enter citations to manually enter citations.
        • Tip: As you enter citations, the application flags them as Valid, Changed, or Invalid.
  5. Select Next.
  6. Complete the Claim Chart report by selecting the appropriate options from the following:
    • Report format
    • Claim set
    • Claim format
    • Claim tree and Tree position (optional)
    • Advanced
  7. Select Next.
  8. From the Create report page, confirm your report request by selecting Create.

How do I generate multiple reports simultaneously?

To generate multiple reports simultaneously, perform the following steps.

  1. Select Get Started or Reports.
  2. Select all reports you wish to generate.
    • Note: If the LNAC application requires you to have a Client ID, the Edit/Add Client ID form appears. Complete the form by selecting an existing ID or by creating a new one.
  3. Using the following drop-down panels, provide the input you wish to include in the report:
  4. Select Upload documents to select or drag and drop the desired files into the upload area.
    • Note: As you add files, their names appear in a dialog box.
  5. Select Enter text to manually enter the desired document information.
  6. Select Enter citations to manually enter citations.
    • Important: When you enter citations and have included the IDS Form in your selection, the IDS Form pop-up screen displays, requiring you to select one of the following options:
      • Insert entered citations directly into an IDS
2.png
  • Extract and insert embedded citations associated with each entered cite into an IDS. Select one of the options then select Apply.
    • Note: As you enter citations, the application flags them as Valid, Changed, or Invalid.
7. Select Next.
8. Complete the multi-report request by selecting the appropriate options for each report. The application guides you through the screens required.
9. Select Next.
10. From the Create report page, confirm your multi-report request by selecting Create.

Report Preparation Input Tips

Complete the input requirements for each report as follows.

Summary Report Tips

Select the options you would like to use to generate a new Summary report.
You can launch the LexisNexis PatentOptimizer® Summary Report feature by selecting Reports on the Home page.

Configure Summary Report Options

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Advanced Options (Claim Analysis) 

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Advanced Options (Description Analysis)

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Advanced Options (Drawing Analysis)

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Advanced Options (Claim Chart)

7.pngReport Format Options

8.png

Report Confirmation

After you are finished selecting all options for your reports, the Create report page requires you to confirm your selections for each report.

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Term Analysis Report Tips

Important: The Term Analysis Report is only available in LexisNexis PatentOptimizer® for Litigators.
The Term Analysis Report generates a new document containing information pulled both intrinsically (from within the source document) and extrinsically (from other data in LexisNexis PatentOptimizer®). Because the analysis being performed are very deep, it sometimes takes quite awhile for the new document to be generated.

Configure Term Analysis Report Options

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Report Format and Element Selection Options

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Claim Elements

For this section, by default, the Download Delivery icon displays. When you hover over it, a tooltip appears, informing you that an element is required. When you select one or more cites from any of the IDS form sections (US Patents, Foreign Patents, Non-Patent Literature), the icon disappears.
12.png

Intrinsic Evidence Options

These are elements within the source document.
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Extrinsic Evidence Options

These are elements outside of the source document, but within PatentOptimizer data.
14.png

Claim Chart Options

Important: You must select Claim Chart before the other two options become available.
15.pngReport Confirmation

After you are finished selecting all options for your reports, the Create report page requires you to confirm your selections for each report.
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IDS Form Tips

Configure IDS Form Options

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Report Confirmation

After you are finished selecting all options for your reports, the Create report page requires you to confirm your selections for each report.
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Claim Chart Report Tips

Configure Claim Chart Options

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