UN SDG - Update March 2023
At the end of March 2023 PatentSight updated the UN SDG mapping to its 2nd version. Below is a summary of the changes we made between v1 and v2. This change was in large part from the feedback from many clients and other interested parties. Only changes which were clearly inline with the UN Framework were accepted, the majority of requests being rejected with an explanation of why. Since the re...
Sheet Navigation and Management
Enhanced Sheet Navigation
You can now click the arrow next to the workbook name to see an overview of all the sheets in the workbook, including an indication of the currently active sheet. Clicking on a sheet name in the sheet navigation panel helps you move to that sheet quickly.
Centralized Sheet Management:
Clicking the ‘Manage sheets’ option at the top of the sheet navigation panel will ...
Quick Insights is an easy way to access the charts and tables PatentSight has to offer directly from the homepage. As its name suggests, it is a quick access tool to analyses based on simple search filters.
Follow these three steps to utilize the Quick Insights feature:
In the filter box, enter the name of a patent owner or a technology field or an SDG category.
PatentSight allows you to determine the overall remaining annuity fees of a patent family or a patent portfolio. The calculation is based on annuity fee data from 40 patent authorities. You can find out the entire fees that would occur if a patent family or a patent portfolio was maintained for its remaining lifetime. Alternatively, you can also split the fees by year and by authority.
Custom fields allow you to insert your own data into PatentSight and to analyze groups of patent families predefined by you. However, in contrast to tags, custom fields not only support mapping of text information but also mapping of numeric information to patent families – all you need to do is to import such information into PatentSight.
With custom fields, you can map your own t...
How to Use Custom Fields
How to Use Custom Fields
Custom fields can be used as search fields in the search panel, attributes or measures in charts, and groupings and measures in tables. They can also be displayed and edited in the Result List.
Once you have imported a Custom Field, you can find it in the section “Custom Fields,” for example when you select a search field.
You can manage, edit, or delete existing cust...
How to Use Custom Fields in the Result List
Custom Fields that are marked as favorites under Manage Custom Fields are displayed and can be edited in the Result List. The only custom field that is always displayed by default is “Notes.”
1. Add a custom field, e.g., “Notes”, to the search panel.
2. Open the → Result List (“Analysis Templates” > “Favorites”) and scroll down in the patent family viewer until you reach cards “Custom Fields” ...
Data Harmonization and Ownership Information
PatentSight conducts a harmonization process to increase the accuracy of owner-related analyses. The process entails manual data verification to define the current owner of each patent family. Furthermore, we complement this process with the latest M&A information and research on former company names and misspellings.
Our data harmonization is first conducted automatically by an algorithm. Th...
Difference Between IPC Smart and IPC Original
The IPC section, class, subclass, group, main group, or subgroup into which at least one member of the patent family is classified. The IPC (International Patent Classification) was established in the Strasbourg Agreement of 1971 as an internationally uniform patent classification system and is used by patent offices worldwide. The IPC has a hierarchical structure. The first letter of the IPC s...
You will see a detailed description of export options for tables, charts, and patent evaluation sheets using different file format such as XLSX, CSV, TSV, Image, PNG, and Video.
Export Options for Tables:
Option 1: Copy to Clipboard
You can copy the information displayed in a table to clipboard. You can use this option for tables with up to 1,000 rows of data. To export data from a table that c...
Exporting an Analysis to PowerPoint in PatentSight Default Format
Create or open an existing workbook you want to export to PowerPoint. Instead of exporting an entire workbook.
Due to space constraints in PowerPoint, it is recommended to limit the number of widgets in a single sheet to a maximum of four.
You can name your widgets with a desired title. Widgets without title will be give...
Preparing a Custom Template
You can upload your own PowerPoint file (custom template) to PatentSight to download your analyses in your own corporate identity. Your custom template needs to meet the following three minimum requirements:
A Slide Master with only one Layout Master
The Slide Master of your PowerPoint file may have only one Layout Master. If your template contains more than one Layout Master – whi...
The PatentSight full-text search runs on the English-language versions of all documents in our database regardless of their original language. Where original English texts are not available, we use machine translated versions thereof. This allows the use of English keywords to search in patent documents from all over the world.
The PatentSight full-text search is designed f...
Full-Text Search Examples
Example 1: Searching Within an Example Document
Full-Text Search Query
Both the words "antibody" and "polypeptide" appear in the example document.
The word "DNA" does not appear in the example document.
The word "polypeptide" appears in the example document, while the negated word "DNA" does not appear in the example document.
General Structure of a Workbook
PatentSight allows you to organize, save, and share your searches and analyses in so-called workbooks. Each workbook can consist of one or more sheets. Each sheet can contain one or more charts, tables, comments, or other widgets. the search area, you can build a search query to obtain search results. You can apply the same search query to all sheets or use dif...
If you do not want to display a certain item (e.g., an unwanted owner, tag, or IPC), you can hide it on three different levels: only in one chart or table, for all widgets in an entire workbook, and even for all future workbooks created in your account. Such a setting can be helpful for example if you want to hide an owner which is not relevant for your analyses.
Note: Hidden items are still ...
Select and Arrange Charts
Selecting a Chart From the Template Selection
Select a template from the template area under "Analysis Templates" and start an analysis.
Expand "Analysis Templates."
Click on "Charts" to select a suitable template.
Click on the desired template, e.g., the "Quantity vs. Quality".
Note: The sections "Groupings" and "Use Cases" also include numerous charts and tables suitable for...
Select and Arrange Tables
Selecting a Table From the Template Selection
You can select a table from the template area to make an analysis. PatentSight provides a set of tables with preselected in vertical groupings and measures that are helpful for general analyses.
Expand "Analysis Templates"
Access the section "Tables."
Select a suitable template, e.g., "Technology Cluster: Main Indicators."
Importable Number Format
You can import your own lists of patent numbers and internal information regarding these numbers into PatentSight to use them in searches and analyses.
List of Authorities:
European Publication and Application Numbers (EP)Japanese Publication and Application Numbers (JP)Korean Publication and Application Numbers (KR)US Publication and Application Numbers (US)PCT Publication and ...
Importable Number Format - European Publication And Application Numbers (EP)
EP - European Publication and Application Numbers
EP publication numbers can be imported using the following number format:
EP1234567(.A1)country code (EP) + serial number (7 digits) （+ kind code）
EP application numbers can be imported using the following number format:
EPyy123456.X (before 2000)country code (EP) + year (2 digits) + serial number (6 digits) + “." + kind codeEPyyyy...
Importable Number Format - Japanese Publication and Application Numbers (JP)
JP – Japanese Publication and Application Numbers
If converted into Latin transcription, in general, Japanese patent numbers can be imported using the following number format:
Country Code + Serial Number + Kind Code
Here, “serial number” refers either to the publication number or to the application number. However, we recommend importing publication numbers. If you also want to impo...
Importable Number Format - Korean Publication and Application Numbers (KR)
KR – Korean Publication and Application Numbers
When importing Korean documents into the PatentSight, we highly recommend using a list of publication numbers. It is necessary to add the country code “KR” and the kind code “A.” Moreover, the serial number must consist of 7 digits.To import Korean registration numbers, it is necessary to add the country code “KR” and the kind code “B1.” M...
Importable Number Format - US Publication and Application Numbers (US)
US – US Publication and Application Numbers
In general, US publication numbers can be imported in the same format as they are stated in the original patent specifications:
USyyyy123456(7)(A1)country code (US) + year (4 digits) + serial number (6 to 7 digits) (+ kind code)
US patent numbers can also be imported in the same format as they are stated in the original patent specifications:
Importable Number Format - WO – PCT Publication and Application Numbers (WO)
WO – PCT Publication and Application Numbers
WO (PCT) publication numbers can be imported using the following number format:
WOyyyy12345(6)international code (WO) + year (4 digits) + serial number (5 to 6 digits)
WO (PCT) application numbers can be imported using the following number format:
WOyyyyXX12345international code (WO) + year (4 digits) + country code (XX) + serial num...
Importable Number Format - German Publication and Application Numbers (DE)
DE – German Publication and Application Numbers
In general, German publication numbers can be imported in the same format as they are stated in the original patent specifications. However, we recommend deleting all spaces.
DEtyy12345(.)Xn (until 2003)country code (DE) + type of right (1 digit) + application year (2 digits) +serial number (5 digits) + kind codeDEttyyyy123456(.)Xn (since 2004)...
Importable Number Format - Chinese Publication and Application Numbers (CN)
CN - Chinese Publication and Application Numbers
In general, Chinese publication numbers (公开号; 授权公告号) can be imported in the same format as they are stated in the original patent specifications.To import Chinese patent numbers (专利号), replace “ZL” by “CN.” If the kind code is “.X,” delete this kind code.To import Chinese application numbers (申请号), add the country code “CN.”. If the kind code is ...
PatentSight distinguishes between six different owner types, each of which has a specific definition and a different symbol in the Owner summary. The name of the owner who owns active or inactive patent families that are cited by the patent families returned as search results are called Owners of Prior Art. The name of the owner who owns active or inactive patent families that are citing the ...
The PatentSight search syntax comes with 4 components that enhance your patent search.
In the syntax search mode, you can directly type in a search query without having to lift your fingers from the keyboard.
The syntax assistant analyses your input as you type and provides suggestions in a drop-down menu.
You can save your searches in your user folder to have them ready at hand ...
In the PatentSight Business Intelligence, you can share your work (workbooks, tags, saved searches etc.) with your colleagues and with your PatentSight consultant directly in your account. Sharing contents is particularly useful if you are working in a team in an account with more than one user ID. You can benefit from each other’s analysis results, save time by sharing search queries and revie...
Search Fields for Citation Analysis
The PatentSight search panel comes with options that allow you to search for prior art and subsequent art of a patent family or a patent portfolio, e.g., by X or Y citation.
The search fields "Patent Family", "Owner", and "Tag" allow you to search for the prior art or subsequent art of the patent families defined in each of them. These settings are particularly useful when you are trying t...