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PatSnap User ManualRedefining user experience.
Index1. Login
2. Patent Searching:
• Field Search
• Command Search
• Bulk Search
• Classification Search
3. Search results and refinement
4. Custom results viewing:
• Table View
• Standard View
• Thumbnail View
• Flip-It View
5. Custom Functions:
• Add to list
• Export
• Set up email alerts
6. Single patent viewing:
• Overview
• Dual View
• Citation Analysis
• Patent Family
• Legal Status
7. Toolkit:
• History
• Lists
• Saved search
8. Patent Analysis
9. Landscaping
10. Get in touch
Access from any device with
your email account and
provided password
Welcome Page
4
Patent Search
4 different methods for search
Over 100 million patent records
from major patent jurisdictions
around the world.
Data is updated every week.
Supports English and Chinese
Bilingual Retrieval
Field Search -- 24 fields to
specify your search.
Field Search
Manually enter search commands
Command codes that are
used within PatSnap are
listed here.
Or input chains of queries to allow
PatSnap to automatically generate the
correct code and string search queries
together.
Command Search
Input up to 500 patent publication numbers here.
PatSnap retrieves these patents from the database, which can then be saved
and downloaded immediately.
This shows the status of retrieval action for each record.
Bulk Search
Search by IPC number or keywords to bring up the
appropriate classification list below.
Scroll to browse through listed results. Hover
over any classification to get the patent
search option.
Classification Search
9
Efficient Viewing of Patent Documents
Use secondary search
box to refine results
Select from 5 different filters to
narrow down further, including the 20
most prominent Assignee’s within
your search criteria
Search Results I
Select the
filter type to
see 50
records.
Select filters which automatically combine with
conjunction expressions to refine search resultsDifferent viewing options for
effective browsing
Search Results II
5 options for re-ordering results
Search Results III
Customise your view using the
settings button
Table View
Drag and drop the field
options to best suit your
needs
Mouse-over to
zoom in and see a
close-up Featured functions, click to see details.
Hyper-link available for
each field
Standard View
You are able to glance through all the
patents in one go in the thumbnail view.
Best for product and mechanical designs.
Thumbnail View
Click the document to
zoom in for desired
details.
Browse through the 1st
page of each patent
document.
Flip-it View
Select the patents to add by
check or by group
Click ‘Confirm’ to finish adding;
‘Cancel’ to stop operation.
Custom Functions
Add your current search results to a list, export them out of
PatSnap, save your search to easily go back into them in the
future and create email alerts
Tick the check box next to a
patent to manually select what to
add to a list, or automatically
select all of the patents
Add your results into an
existing list
Or create a
new list.
Click ‘Confirm’ to finish adding;
‘Cancel’ to stop operation.
Add to List Guide
Tick the check box next to the patent to
manually select what to export, or
automatically select the available patents
Multiple formats available
for export, including
Excel and PDF.
Customise data
fields to export
Drag and drop to swap and
reorder the fields.
Export Guide
Email Alerts Guide
Set up Email Alerts to get notifications
directly to your inbox of the latest patents
that match your search criteria
21
Efficient Reading of a Single Patent Document
Click the patent image to zoom in.
Hover over the hyperlinks to
see relevant information
Up to 5 keywords can be highlighted
within the entire document, improving
readability
Click through your
search results,
without having to
go back to the
main results page
Patent Details Overview
View the
patent
information
quickly
Add individual patents to a list to
look into further later, download
the original documents or email
to another PatSnap user
Dual View presents the text on
one side, and the patent
document on the other. This
allows you to simultaneously
view figures alongside the text.
Patent Details Dual View
Click the tabs at the
top of each patent
record to view the
available information
With our patent in the middle,
the blue branches represent
the backward citations and
the red branches represent
forward citations.
Hover over a branch to
view more information and
click to bring up further the
details on the right.
Citation Analysis Page
Easily view the entire
development chain by
clicking the + buttons
to travel through the
generations of patents
Click on the patent number to go into that document.
Easily export
your analysis
Publication number
indicates the regional
distribution of a patent
family.
View other jurisdictions in which this patent has been filed.
Respective bibliographic
information for each patent record
is displayed.
Patent Family
Click into a family member to
view the patent and compare
the family list
View the INPADOC Patent Family information
and Legal Status
View the most up-to-date legal
information pertaining to that patent
Track a patents legal history
Legal Status
27
Tool Kit
Hover over your
account information in
the top-right to view
the toolkit
Tool Kit
Change your
password
here
‘History’ contains all of your search, view, export and
analysis history since your first log in. You can click on any
search query to perform that operation again.
History
Organize your lists here.
Shared folders
from your
colleagues are
shown here.
Add comments and
share with colleagues
so you can both work
on a project
Share lists by right-clicking on the
folder and entering the email address
of anyone with a PatSnap account
Your ‘Lists’
Add unlimited custom columns in text, date or drop-down list format
Save your frequently used
search queries here and click
to quickly load that search.
Select the tick box next to your saved
queries to combine them, using the
‘AND’ or ‘OR’ conjunctions.
Easily perform analysis
of your query, along with
the option to edit, export
and delete.
Saved Query Guide
32
Patent Analysis
Change
the graph
type and
export
your
analysis
Data entry is
selective.
Variety of analyses available
according to your requirements.
Patent Analysis I
Hover over any bar to view information
about that assignee’s activity. Click to
view their portfolio
Specify the date
range that you want
to focus on
Every data point
corresponds to a record
entry.
Create your own custom analyses.
Patent Analysis II
Track your competitors
activity over time to ascertain
their future areas of focus
35
Landscape
Landscape I
The patent label is
extracted from the cluster
of patents in that area
View by Assignee,
Inventor, Classification
and Cluster
See where a particular Assignee’s
activity lies within your search criteria
Analyse up to 10,000
patents in one landscape
Landscape II
View by cluster to colour-code the patent
areas, and then click on an assignee to
see within which cluster their activity lies
Hover your mouse over the pin
and it will display that patents
information
Edit the search query directly,
without having to go back into
PatSnap
Landscape III
Click on any of the
hyperlinks to go back into
PatSnap and view that data
Click the pin to
display bibliographic
data on the right-
hand side
Landscape IV
Easily view and understand where
activity lies within your search and
identify potential development
opportunities in the white space areas
Export your map to use elsewhere
Customise your view to see patent
counts, labels, adjust the peak
height, map colouring and so on
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