TotalPatent® Quick Reference Card
Guided Search—Query Language
General Search & Help Information
Publication Number Searching
Boolean Operators
AND—logical union
AND NOT—logical difference
OR—logical intersection
Search Within—search area
•Default search area is Full Text, or
select specific document areas from
“Search Within” drop-down
Proximity & Relevancy Commands
W/n—search words that appear within
n words of each other
W/s—search words that appear within
the same sentence
W/p—search words that appear within
the same paragraph
Pre/n—first search word preceding the
second by not more than the stated
number of words
ATLEAST—required word appears “at
least” so many times (relevancy)
Restrictions—search fields
•Common searchable field names
can be selected from “Restrictions”
drop-down
•Field name can also be typed
directly into “Search Terms” box
Within a Search String
To include a publication number in
any search on the Advanced Search
or Guided Search forms, select the
Publication Number field
Additional Commands
ALLCAPS—find words in which all letters are capitalized
CAPS—find words in which capital letters appear anywhere in word
NOCAPS—find words in which none of
the letters are capitalized
PLURAL—returns plural form only
SINGULAR—singular form only
Wildcards
! root word plus extensions (use at
beginning, middle or end of word)
* single character (**two char, etc)
Tips:
•Not case sensitive
•Plurals are returned by default
•Connectors operate from left to right
Smallest “n” number is operated on
first
•Order of processing - OR; (W/n, PRE/n,
NOT W/n); W/s; W/p; AND; AND NOT
•Finds published applications &
granted patents by default
View Search Operators Help
Select link under Search Terms box for
complete details on Search
Operators & Commands
Common Searchable Fields
Abstract (automobile)
Assignee (Ford Motor)
Claims (polymer)
Description (television)
Exmr(Kopec)—examiners (all)
Inventor (John w/3 Smith)
IPC-1-8 (A16K!)
Title (Propeller Blade)
TA (Propeller Blade)—title & abstract
TAC (plastic)—title, abstract & claims
US-Cl (604/197)—US Main class
For Complete list of Searchable
Fields with Segment names & search
syntax see “View Searchable Fields”
Example Search Strings
(ptfe w/3 plastic) AND (automo!)
(pay pre/2 television) AND (process!)
AND NOT (remote or control**)
Claims(airbag) AND TAC(“instrument
panel”) AND US-Cl(416!)
TA((ATLEAST5(phosphate))) AND
DATE(>=2011-01-01 and <=2011-03-01)
Authorities
•Select Authorities to be searched on
Guided or Advanced Search forms
•To view current coverage information,
select the button located next to
Authorities
Publicaton Number Search
•Publication Number Search form is
located at top right side of Guided,
Advanced & Semantic Search forms
•Type or copy and paste publication
numbers (no number punctuation)
manually (separate numbers by
commas, semicolons)
•Country code & kind code optional
•Upload a csv formatted list
Semantic Search
Retrieve a batch of up to 20,000
publications using the Document
Retrieval form (country code and kind
code required)
Publication Number Formatting
WIPO–Authority Code WO
Prior to approx. July 2002
Year: fixed 2 digits Number: fixed 6
digits Example: WO7800001
July 2002 – 2004
Year: fixed 2 digits Number: fixed 5
digits Example: WO02052541
2004 – Present
Year: fixed 4 digits
Number: fixed 6 digits Example:
WO2005124589
Japan—Authority Code JP
Prior to 2000
Year: fixed 2 digits, Emperor Year
Number: fixed 6 digits
Example: JP05000001
2000 – Present
Year: fixed 4 digits, Intl Standard
Number: fixed 6 digits
Example: JP2001136460
Managing Search Results
Preferences
Layout options (select by icon)
List view (default)
Single document view
Side-by-side – Results List/Single Doc
Side-by-side view – Same document
•Password & Email Settings
•Change password; establish email for
work folder & alert sharing
•Define Default Patent Authorities
•Search Results Settings
•Define actions & specify number of
results per page
•Define Default Document Display &
Delivery formats
Single Document View Options
Full—full text
Claims—jump to claims
Image—jump to images
KWIC—KeyWords In Context
Family—INPADOC, Main & Extended
Legal—legal status
Courtlink—related dockets
PDF (bookmarked & searchable)
Notes—user added
New Window—Open document in a
new window
Visible Fields & Sort Options
Fields & Sort—Visible fields & Sort
order in Results list or Work Folder can
be selected in drop-down on right side
of forms (user setting persists until
changed)
Show Term Hits—select “On” to
highlight key term hits in context in
Results list
Exporting/Saving Results
•Choose export type “Document View”
(Full Text, Original Document (pdf),
Spreadsheet, Custom, etc…)
•Choose document format
“Document Format” (Word, HTML,
PDF, CSV…)
•Select “Document Language” to
include English Machine Translations
(where available)
Email
•Documents/reports can be
emailed to anyone
Print
Download
Save to Work Folder
Preferences
History & Alerts
Analytics
Visualize—Recent & saved searches,
search results, work folders can be
visualized in charts including bar,
column & pie charts.
•Selecting criteria in charts populates a
citation list which can be exported
•Charts can be sub-searched
•Chart images can be exported
Recent Searches—system retains all
searches run over the past 72 hours
Saved Searches—searches & search
sessions-save in Search Folders
Compare—Recent & saved searches,
search results, work folders (up to 3
concurrently) can be compared in a
Venn Diagram format.
•Search queries can be combined
•Searches are stored indefinitely
•Searches can be re-run, modified,
•saved, analyzed or setup as an alert
•Search criteria can be printed
•Alerts can be created from a Results
list, a Recent or a Saved Search
•Alerts—existing alerts can be modified,
deleted & forwarded
Download Manager—exported documents can be retrieved for 72 hours in
the Download Manager area
Create an Alert—create by selecting
“Alert” from a Results list, a recent or a
saved search
•Choose alert type—Search Terms
•or Monitor
•Name & cover notes/description
•Select recipients (anyone)
•Schedule Alert—expiration date
•mandatory
•Select alert view & format
•Selecting portions of Venn Diagram
populates a citation list of desired
results which can be further visualized,
or directly exported
Work Folders
•Each Work Folder can contain up to
20,000 documents
•Create up to 100 Work Folders
•Forwarding—forward a copy of an
existing Work Folder to another TotalPatent user-select “Forward”, enter
user’s email address
•Ability to remove duplicates
•Customized exporting
Merge—Assignees, inventors and other
fields sharing common or similar names,
can be merged to aid visualisation
Merged settings can be saved for
future analytics
Savings can be undone on demand
Semantic Search
Semantic searching facilitates
query creation & improves search
results by using semantics, the science
of meaning in language.
•Select the Semantic Search form
(in the Search tab)
•Enter search items in the Search Input
box, with no Boolean connectors
•“Preview Results”—a weighted list of
terms is generated (Semantic Cloud)—
user can review & modify terms &
weighting prior to running search (no
black box)
•If any changes are made, select “Refresh Preview”
•Select additional criteria as desired
•Run search without analyzing the
•input (terms or phrases/sentences)
•first, by selecting “Search Now”
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