User Guide

You can access the PatentOptimizer features in several ways, specifically using the toolbar, using the Tools> PatentOptimizer menu, or using the right-click menu. To access service features using the toolbar, click the applicable button. Tip: The PatentOptimizer toolbar is available in Microsoft® Word, Microsoft® Edge, Firefox, Adobe Acrobat®, and Adobe Reader®, although a few buttons are only ...

  You must activate the PatentOptimizer™ service before using the service for the first time or subsequent to service deactivation. You must have an active Internet connection to activate the service. Open the Microsoft® Word, Microsoft® Edge, Firefox, Adobe Acrobat® , or Adobe Reader® program as you normally would. The applicable program opens, displaying the PatentOptimizer in the upper port...

Select Check Claims () from a LexisNexis® PatentOptimizer™ menu, toolbar, or right-click menu. Click either the Terms or Phrases tab. The tab displays a table listing either the terms or phrases found in the description and claims sections of your patent document. 

Select Check Terms () from a LexisNexis® PatentOptimizer™ menu, toolbar, or right-click menu. Click the Text Format tab. The tab displays the character and word counts for the title and abstract sections, beside which are listed the maximum allowable counts as determined by the USPTO, and below which is shown the actual text of the currently selected analyzed section (i.e., abstract or title),...

1. Open the first document that you want to compare.2. Click the Compare Docs toolbar button (), then click OK. 3. Open the next document that you want to compare.4. Click the Compare Docs toolbar button (). The Compare Docs dialog is displayed, indicating which other documents are designated for comparison.5. Proceed as applicable based on the desired course of action:  To compare the documen...

Important: This task can only be performed in a Microsoft® Word document.  Select Check Parts () from a LexisNexis® PatentOptimizer™ menu, toolbar, or right-click menu. In the Check Parts dialog box, click Edit to open the Edit Parts dialog box. In the list of part labels, select one or more labels for which you want to post corrections. Indicate the desired changes, using the following as a g...

Important: This task can only be performed in a Microsoft® Word document1. Select Citation () from a LexisNexis® PatentOptimizer™ menu, toolbar, or right-click menu. 2. Click Add/Edit Cite Formats.3. Create a new citation format by highlighting an existing format, then clicking Copy.4. In the Edit box, modify the name of the newly created format as desired.5. In the lower pane, modify the defin...

  In extracting information to perform functions, the service looks for predefined wording to identify sections in patent documents. You can, however, set the program to recognize sections based on unique, user-defined wording. Select Options () from a PatentOptimizer™ menu, toolbar, or right-click menu. In the Options dialog, select the Section Headings tab. For each document section for whic...

  Select Check Parts () from a LexisNexis® PatentOptimizer™ menu, toolbar, or right-click menu. Review the displayed information, using the following as a reference in doing so:  The Parts Index pane on the Check Parts tab displays in numerical order each occurrence of identified part numbers along with the part name corresponding to each part-number occurrence, allowing you to easily see an...

  1. In your patent document, select the words to be searched. Tip: For a single word, you can just be pointing to the word you want to search. You can also double-click on a word to select the entire word at a time, or triple-click to select an entire paragraph. 2. Click the applicable toolbar button to perform these task:   To          Click this button Find a definition      Dictionary...

  By clicking the Report button in the dialog boxes listed below you can generate documents outlining corresponding information related to your patent documents, as follows: Dialog Box Report Information Check Terms Prior usage Case reference Alternate suggested terminology Custom definitions for terms or phrases that you selected before clicking the Report button Check claims Clai...

Select Mark Terms () from a LexisNexis® PatentOptimizer™ menu, toolbar, or right-click menu. Set the options as desired. Click OK to proceed with marking the terms in your document.  Tip: To unmark the document, repeat step 1 of this procedure. 

Important: This task can only be performed in a Microsoft® Word document.1. Position your cursor where you want to insert the citation into your patent document. 2. Select Citation () from a LexisNexis® PatentOptimizer™ menu, toolbar, or right-click menu. 3. Select the applicable category for the patent you want to cite from the Type drop-down list.4. Type the full patent Number in the correspo...

Important: This task can only be performed in a Microsoft® Word document and requires that the name and number for the applicable part label be spelled out at least once in the document.In situations where you must denote a lengthy part label numerous times in a patent document, the PatentOptimizer™ service can ease the process, requiring you to designate the applicable label only once, after w...

  Select the Options () toolbar button. Tip: Or select Check Terms () from a PatentOptimizer™ menu, toolbar, or right-click menu and then click the Options button in the Check Terms dialog box.  Click the Ignored Terms tab. Perform the desired maintenance activity, as follows: To put a new word on the ignored terms list, type the word in the entry box, then click Add. To clear a word from t...

  Important: This task can only be performed in a Microsoft® Word document.  Select Check Parts () from a PatentOptimizer™ menu, toolbar, or right-click menu. Select the Insert Numbers tab to view a list of all parts missing part numbers in the abstract, claims, and detailed description sections. The tab displays in table format a list of parts lacking part numbers along with suggested numbers...

Important: This task can be performed only in a Microsoft® Word document.1. Select Claims Wizard () from a PatentOptimizer™ menu or toolbar.2. Select Mark Claim Numbers and References, and click OK.3. When the tool has found the start of your claims section, click Yes in the displayed prompt.4. When the tool has found a claim or claim reference, click Yes in the displayed prompt.Tip:Marking cla...

Important: This task can only be performed in a Microsoft® Word document. Select Check Measurements () from a PatentOptimizer menu or toolbar. The Check Measurements dialog box opens, displaying in table format a list of all detected commonly used measurements appearing within the document along with suggested substitutions. Click to select the measurements you want to replace. Click Replace t...

Important: This task can only be performed in a Microsoft® Word document. Tip: To replace a word using only PatentOptmizer sources, use the Term Variants feature available from the right-click menu.  1. Select Thesaurus () from a PatentOptimizer™ menu or toolbar. 2. Highlight the synonym that you want to use instead of the word currently selected in your document.3. Click Replace. The word you ...

  1. Select Check Terms () from a PatentOptimizer menu, toolbar, or right-click menu 2. Select the desired term or phrases By..... If working on this tab Navigating to it Search Terms Clicking it All Terms 3. (Optional) Filter results by a U.S. patent classification number by entering that number in the Class field. 4. Click the appropriate button for the type of information you're s...

Before You Begin:You must have access to this dialog box to perform this task. If you do not have access to this feature, a pop-up window will be displayed when you click the button, informing you of this fact. Contact your Customer Support representative if you would like to activate the Analytics feature.Use the PatentOptimizer Analytics feature to run an analytics profile for U.S. utility pa...

1. Select Check Claims () from a LexisNexis® PatentOptimizer™ menu, toolbar, or right-click menu. 2. Click the Antecedent Basis tab. The tab displays a table listing elements appearing in the document along with codes and icons denoting status pertaining to antecedent basis. 

1. Select Check Claims () from a PatentOptimizer™ menu, toolbar, or right-click menu. 2. Click the Claim Tree tab.The Claim Refs pane of the tab illustrates the structure of your document’s claims section in tree format, with each claim listing constituting a separate branch indented and assigned an icon per the claim's relationship status.

1. Select Check Terms () from a PatentOptimizer™ menu, toolbar, or right-click menu. 2. Choose which tab you want to use: Use the Search Terms tab to view identified terms and phrases one at a time. Use the All Terms tab to view a table of all identified terms and phrases. Tip: To navigate to the location of an identified term or phrase in your patent document from the All Terms tab, click th...

Select Check References ( ) from the PatentOptimizer™ toolbar or menu.The Check References dialog box opens and display information related to each patent referenced in your document.  

  Use the PatentOptimizer™ Analytics feature to run an analytics profile for U.S. utility patents and PCT applications meeting your specific criteria (the cite list you've searched for, predetermined patent citations, or local documents you've imported). Once you click the Profile tab, you can interact with the subsequent filter (those across the top of the dialog box) and view (those across th...

Select the options you would like to use in generating a new Microsoft® Excel or Microsoft® Word report.You can launch the PatentOptimizer™ Analytics Report feature by clicking the Report button on the PatentOptimizer™ Analytics dialog box.The following image shows the Analytics Report dialog box.  Value Description Include Select one of these options:Filter Tabs Area (top portion of the d...

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 no...