An Introduction to PatBase Express

PatBasics Express - Frequently Asked Questions

FAQ





Getting Started with PatBase Express

Navigate to Settings & Password under More options in the toolbar.


Enter your new password where directed:


The PatBase Express interface is available in English, Chinese, French, German, Japanese, Portuguese and Spanish.

The language can be changed in 2 places, either from the log-in screen:



Or, navigate to Settings & Password under More options in the toolbar.



Click Select Language, to choose your preferred language.
One PatBase Express patent family represents one invention. Members of a PatBase Express family share one or more common priority number(s). The families include continuations in part.
Full coverage and update information is available in the help files (select Help on the toolbar) under Coverage and update information.

Searching with PatBase Express

Previous searches can be combined and rerun with a new search, options are at the bottom of the Advanced search and Search forms.

The past searches will remain listed until you log out of PatBase Express or until the browser is closed.

Please note, the combine searches feature and / or re-running previous searches is also available to use with non-Latin searches and Thesaurus searches.

By default, PatBase Express searches for worldwide patent data when first logging into the system and when Worldwide is present at the top of search screens.

Users have the option to switch the database from worldwide to a specific country’s data only. This is done by clicking Change and selecting the radio button for a specific country, the change button is located at the top of most search screens.

Selecting a specific country and preforming a search will only search and display data from the selected country.

A user will know if they are searching in a specific country’s data or in the worldwide data by the indicated flag at the top of the search form.

Viewing results in PatBase Express

Relevance sorting is determined using the keywords from the search query that generated results. Families containing a higher frequency of your searched keywords are placed first in your results list, and families with fewer keyword hits found later in the results order.
Optimise enables you to refine your search results. The Optimise tool appears on the right-hand side of your search results and in the results bar. You can refine a search by company or technology or publication date or country. Each category shows a breakdown by number of families. To view this information, click on the dropdown arrow next to the category of interest.

To filter search results, select one or more of the companies, technologies, publication dates or countries from the drop-down list by checking the boxes, click Optimise Search – PatBase Express will filter the results. Please note, only one category can be optimised at once.

To remove an optimise filter and return to your original search results click on “Cancel optimise search” found at the top of the page.

Sharing results and insights

If performing an XML, CSV, RIS, MHT, or Excel format export then you would need to include the family information field in your export.

If completing a Word, RTF, PDF, or HTML format this information will automatically be included.
This sort of restriction is only possible for the following formats: XML, CSV, RIS, MHT, or Excel/XLSX.

After selecting one of the above formats select to complete your export at a publication level (the second tab). On the right-hand side of the page, there are options to Filter publications included in the export. Here you can specify whether to include:

  • All publications from all countries within your result set

  • Publications only from a specified range of countries (controlled by entering the country codes of the countries of interest)

  • Only one publication per family. This option includes a country preference filter, controlled by entering the country codes of preference – if none of the selected is available then the first English-language publication will be selected

Our Fair Use policy limits the total number of documents that can be exported from a user ID to 10,000/day or 30,000/month. An offline export will not complete if the total number of documents exported including the current request exceeds either of these limits.

The daily quota is re-set every 24 hours, and the monthly quota on the 1st of every month.

If you have reached your limit or need to conduct a one-time export of more than 10,000 records in a day, please contact Minesoft at support@minesoft.com and we will do our best to accommodate your request, either by completing the export ourselves and forwarding your results or temporarily raising your quota.
a) Publish a result set

You can send the results of a search directly to a colleague from within the system by clicking on the arrow next to the Export icon and choosing Share search results. You will be prompted to name your search and then enter the recipients and the email address you wish to send from, along with an accompanying message. Your colleague will receive a link along with your message. They have the option of viewing the results in PatBase or PatBase Express provided they have access, or in the PatBase folder viewer if they do not. The folder viewer contains the bibliographic data on the family, a snapshot analysis function on the result set, and the ability to export the results as a PDF. The link will remain active for 6 months.

b) Share a folder

Folders can be published in the same way that a search set can be. Mouse over the My folders icon at the bottom of the page and open the folder you wish to publish. With the folder open, click the arrow next to export and select share.

c) Share my list

It’s really easy to share your list with PatBase Express users and non-users. Open your list by clicking My list at the bottom of your screen. Select the Publish my list icon in the top right-hand corner of the page. This will generate an offline link which can be copied and distributed as needed or emailed directly to a colleague.

Tools in PatBase Express

The PatBase Thesaurus draws its terms from a number of external sources as well as PatBase data, hence if you are taking terms from the Thesaurus back into PatBase some formatting may be required.
For example a Thesarus search on “482-54-2”, a CAS number for a metal chelating agent, returns among other terms:
(1,2-Cyclohexylenedinitrilo)tetraacetic acid 

This term cannot be searched directly as written, for a number of reasons:
The brackets that make up part of the name will have to be removed, as these will be interpreted by the system as part of the query’s logic structure. Replace them with spaces first:
1,2-Cyclohexylenedinitrilo tetraacetic acid

Next remove any remaining punctuation (comma’s, hyphens etc), and place quotes around the numbers (this stops the numbers being interpreted as recalling previous search lines, and instead searches them as text)
“1” “2” Cyclohexylenedinitrilo tetraacetic acid

You can now search the above as a phrase by simply pasting into the command line, and the system will search for the above words in that order.
In this example we will be sharing the legal status timeline for a family, however, the process will work the same with the Table, Reassignment and Priority Map as well.

Open the legal status view for the family of interest and navigate to the screen you wish to share.



Next, click the additional options symbol as shown in the screenshot below to access a dropdown list of the various formats in which you can share/export the date in the current view.



The file formats available will change depending on the data being viewed: for example the excel file format is available as an option when viewing the legal status table information but not when viewing the timeline.

There is also an option from each section to generate a link which you can host yourself, send directly to a colleague, or an email option which will open a new email message and automatically populate it with a link and a short message, as shown below.


Analysis options in PatBase Express

To create or edit custom groups of assignees or jurisdictions, open Snapshot and go to Edit Groups in the Chart Settings.


To create a new group, click + New under the Edit column in the pop-out window. Name the new group, select the assignees or jurisdictions that you want to group together and click the save icon. Once you have created a group you can manage it in the third column – there are options to rename, delete or turn on/off.

Open the Chart Settings of the chart for the data you are interested in, select Show table. Check the boxes of interest and open the drop-down menu to choose whether to combine with your previous search query, remove from your search or create a new search.


When viewing results as a pie chart or bar chart, you can download the image as a PNG, JPEG, PDF, SVG, CSV, XLS file or you can print by simply clicking at the download button in the top right-hand corner.


When viewing results in the table view, you can export the information to Excel, XML, CSV, TSV, HTML, JSON, PDF or you can print by simply clicking the relevant button at the bottom of the table.