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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