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Fundamentals of using patent databases Webinar 13 June 2013 Alex Riechel Project Officer

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Page 1: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Fundamentals of using patent databases

Webinar13 June2013

Alex RiechelProject Officer

Page 2: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Webinar: Asking questions

Page 3: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Webinar: Asking questions

Enter your question

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Webinar: Asking questions

Press "Send"

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Webinar: Asking questions

See your questions and answers

Page 6: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Overview

Elements of a patent applicationBoolean operatorsProximity operatorsPhrasesNestingWildcard operators

Page 7: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Bibliographic data

Page 8: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Bibliographic data

Publication number

Application number

Page 9: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Bibliographic data

Publication number

Application number

Priority number

Page 10: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Bibliographic data

Publication date

Filing date

Priority date

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Bibliographic data

Applicant

Inventor

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Bibliographic data

Classification

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Bibliographic data

Designated states

Page 14: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Description (specification)

Describes how the invention works (addresses a particular technical problem)Provides background information on this problem Indicates other known solutions to the problem ("prior art")

Page 15: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Claims

Define the scope of protection sought by the applicant

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Fields

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Fields: Field codes

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Fields: Field codes

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Boolean operators

Also known as "logical operators"

AND (or +)ORNOT (or ANDNOT or -)

Page 20: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Boolean operators

Results in PCT collection (English titles):219 (tennis)2'829 (ball)3'048 total

tennis ball

Page 21: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Boolean operators: AND

Results in PCT collection (English titles)38 (tennis AND ball)

tennisball

tennisANDball

Page 22: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Boolean operators: OR

Results in PCT collection (English titles)3'010 (tennis OR ball)

tennis OR ball

Avoids double counting tennis AND ball

Page 23: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Boolean operators: NOT

Results in PCT collection (English titles)181 (tennis NOT ball)

tennis NOT ballball

Page 24: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Boolean operators: NOT

Results in PCT collection (English titles)2'791 (ball NOT tennis)

tennisball NOT tennis

Order of terms matters!

Page 25: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Boolean operators: Uses

OR: synonyms or related conceptscorn OR maize synonymscorn OR plant related concepts

AND: additional conceptscorn AND fertilizer

Page 26: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Proximity operators: Rationalecorn AND fertilizer

… Page 2

Page 15

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Proximity operators: Function

Define the maximum "distance" (number of terms) between search terms

Ensure that search terms are "in context" with each other

Page 28: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Proximity operators: Ordered

Ordered: Search terms must be in given order (and within specified distance)

corn BEFORE5 fertilizer (in PATENTSCOPE)

Page 29: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Proximity operators: Unordered

Unordered: Search terms can be in any order (and within specified distance)

corn NEAR5 fertilizer (in PATENTSCOPE)

Page 30: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Question

How would you carry out a search for inventions related to blood pressure?

Photo source: Pia von Lützau

Page 31: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Boolean operators: AND

How would you carry out a search for inventions related to blood pressure?

blood AND pressure No context

Photo source: Pia von Lützau

Page 32: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Proximity operators

How would you carry out a search for inventions related to blood pressure?

blood AND pressure No context

blood BEFORE1 pressure Works, but not supported by all

database systems

Photo source: Pia von Lützau

Page 33: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Phrases

How would you carry out a search for inventions related to blood pressure?

blood AND pressure No context

blood BEFORE1 pressure Works, but not supported by all

database systems

"blood pressure"

Photo source: Pia von Lützau

Page 34: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Comparison: AND, proximity, phrases

AND: both terms required, no context requiredBroadest search

• Proximity: both terms required, in contextNarrower search (depending on distance)

Phrases: exact phrase required (e.g. compound words) Narrowest search

Page 35: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Nesting: Rationale

apples AND oranges OR bananas

Page 36: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Nesting: Rationale

apples AND oranges OR bananas

Photo source: Evan Amos, Zoofari, Amada44 (Wikimedia)

?or

Page 37: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Nesting: Rationale

apples AND oranges OR bananas

Photo source: Evan Amos, Zoofari, Amada44 (Wikimedia)

?or

Page 38: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Nesting: Rationale

apples AND oranges OR bananas

Photo source: Evan Amos, Zoofari, Amada44 (Wikimedia)

?

?or

or

Page 39: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Nesting

(apples AND oranges) OR bananas

apples AND (oranges OR bananas)

or

or

Photo source: Evan Amos, Zoofari, Amada44 (Wikimedia)

Page 40: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Question

How would you carry out a search for all manner of inventions related to electricity?

Photo source: Dmitri G (Wikimedia)

Page 41: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Key concepts

electricityelectricalelectricelectronicelectromagnetic…

Page 42: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Boolean operators: OR

electricityelectricalelectricelectronicelectromagnetic…

electricity OR electrical OR electric OR electronic OR electromagnetic …

Page 43: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Wildcard operators

electricityelectricalelectricelectronicelectromagnetic…

Page 44: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Wildcard operators

electricityelectricalelectricelectronicelectromagnetic…

Page 45: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Wildcard operators

electricityelectricalelectricelectronicelectromagnetic…

electr*

( * represents a given number of characters)

Page 46: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Review

Elements of a patent applicationBoolean operatorsProximity operatorsPhrasesNestingWildcard operators

Page 47: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Scenario

A shipping company would like to improve its logistics management.You've been asked to perform a search for inventions related to radio frequency identification (RFID) tags used to track the movement of containers.

Page 48: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Key concepts

radio frequency identification RFID containers

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Phrases

"radio frequency identification" RFID containers

Identify compound words

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Boolean operators

"radio frequency identification" OR RFID AND containers

Indicate relationships between concepts (synonyms and additional concepts)

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Nesting

("radio frequency identification" OR RFID) AND containers

Resolve ambiguous logic

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Wildcard operators

("radio frequency identification" OR RFID) AND container*

Include variants (here: plural form)

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Search

Page 54: Fundamentals of using patent databases - WIPO · Fundamentals of using patent databases Webinar 13 June 2013 ... Webinar: Asking questions ... Question How would you carry out a

Search

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Search

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Search: Results

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Search: Results

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Search: Results

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Thank you for your attention!

Any questions?

For more information, please contact:[email protected]