Delphion平台使用流程
一.公司树
简介
公司树是为了解决公司之间并购引起名称上的混乱，帮助您快速找到所需要的专利。
公司树中的Hierarchy功能，您可以快速的了解到一个集团下属公司不同的名称情况，可以选择您所需要查询的公司进行检索。
Original Assignee功能帮助您快速发现所有的属于目标公司的美国专利。有时可以发现输入的公司名有不同的写法，或是处于不同的集团下，这样您就可以选择所需要的公司进行检索，无需手动输入不同的公司名称。如下图所示，Motorola公司有不同的子公司，并且有些公司也用了Motorola，但与Motorola公司没有实际的关系。因此，如果仅用Motorola去检索，就会出现很多不需要的专利。利用Corporate Tree能够准确快速的找到您所需要的专利。
数据下载（Data Extract）
简介
数据下载可以同时导出DWPI数据和专利局的免费信息。Delpion平台提供了多达50多个字段的信息下载，例如专利号，标题，文摘，主权项，独立权利要求，被引证次数等等。用户也可下载特定软件格式的数据，例如分析软件Thomson Data Analyzer，ISI ReasearchSoft's EndNote®, Reference Manager®, ProCite®，或微软公司的Excel格式，传统的文本格式和xml格式。
PDF 全文下载（PDF Express）
可打包下载500篇专利，大大提高下载效率。
一.专利分析 (Snapshot)
简介
专利分析能够帮助用户迅速的找到隐藏在专利背后的信息，了解到所关心领域或公司整体的技术情况，专利申请，每年专利申请趋势，核心专利分析，竞争态势等等。用户可以同时分析来自各专利局的专利信息和Derwent深加工的数据。
特点
专利分析可以简单，快速地对检索结果和工作文档进行分析，提供了一种有效的方式来分析检索结果，同时也可以修正用户的检索式，以帮助用户获得更加准确的检索结果。 例如，用户可以使用通过专利分析了解到在特定的领域中，哪些公司拥有的专利量最多，哪些顶尖的发明人，每年的专利申请情况。
由于Derwent的一条记录代表一个发明家族，在分析时用户无需手工对同族专利进行去重。通过分析Derwent数据，可以帮助用户更加准确的了解到一个技术领域的整体情况。
在进行初步的专利分析之后，用户可以利用专利分析模块进行更加深入的分析：
- 得到初步的分析结果后，用户可以选择需要的项目进行更加深入的分析。例如，上图所示，用户可以选择CDMA的移动设备进行深入分析。
- 在检索结果中，用户可以通过专利分析提炼所需要的专利信息。例如，上图是根据CDMA检索到的，但是用户仅关心3G方面的专利，他只需选择W02-C03C1G这项即可，而无需看其他的专利。
二.引证分析
简介
引证分析采用了多种显示技术，以图形化的方式揭示了一篇专利的引证情况，包括这篇专利所引证的专利及这篇专利被引证的情况。
特点
用户通过选择不同的字段显示，来进行各种不同的分析。通过引证树分析，用户可以发现一项专利是否是核心专利，是否有竞争对手在跟踪您的技术。
在显示图中，每篇专利的左右两端都会显示出这篇专利所引用的专利数量，以及这篇专利被引证的次数。用户可以迅速找到一些很重要的专利。
用户可以根据需要，对特定的专利进行标色。例如根据公司名称，IPC分类，发明人进行标色，这样可以了解在这个技术领域内公司自己的竞争情况，技术走向等等。
对于特定的某篇专利，你可以查看这篇专利所引用的专利以及被引证情况，你也可以选择1代，2代，3代，或是所有的引证信息。同时，你也可以以每年，每5年，或是10年为间隔显示引证树。你也可用不同的字段来显示：
- 标题
- 专利号
- 公司名称
- 发明人
- IPC分类
- 美国分类
- 公司所属国家
完成引证分析后，用户可以将专利保存成工作文档，利用专利分析模块，文本聚类分析模块进行分析。
三.文本聚类
简介
Delphion的文本聚类分析将晦涩难懂的文本信息转换成可迅速使用的信息。基于文本挖掘技术的聚类分析帮助用户快速找到其所关心的技术。
文本聚类分析可用户原始的专利信息和Derwent经过改写的标题和文摘。利用Derwent的经过改写的标题和文摘进行文本聚类分析，会让分析更加准确。因为Derwent得标题和文摘都是经过专家通读专利全文，根据专利的技术点，在去除了晦涩的法律性语言后，采用通用的技术性语言改写，相比较于原始专利的标题和文摘来说，更加容易理解。
特点
文本聚类帮助用户快速分析检索结果或工作文档。
- 快速对检索结果进行分类，了解技术总体分布
- 分析检索结果中的专利情况，找出关心的专利
- 方便阅读
- 找到新的关键词，修改检索式
文本聚类是利用文本挖掘的技术，从专利的标题和文摘中提取关键的技术词汇，进行语意分析后，对技术进行自动分类。
您是否知道Applied Materials公司除了Applied Materials以外，还有BOXER CROSS，CHEMTRACE等名称？如果仅用Applied Materials去做检索，你就会漏掉Applied Materials公司的很多专利。利用Corporate Tree能够很快的帮助您确定Applied Materials公司情况，尽可能的避免专利漏检，从而更加有效的跟踪Applied Materials公司的技术情况。
Hierarchy模块包含了专利申请排名前1000的公司，由我们的合作伙伴1790 Analytics公司制作。 Hierarchy数据包含了美国授权，EP申请专利和授权专利，以及PCT专利。
Original Assignee模块，包含了美国授权和美国申请的公司信息。
二.检索
Delpion提供了多种检索方式，来帮助用户快速准确的检索其所需要的信息。
- 快速/专利号 检索
- 简单检索
- 高级检索
- 代码/分类查询
- 单个国家、多个国家检索
- 公司名称查询
- Derwent分类，手工代码，入藏号检索
强大的检索能力
Delphion为新手还是检索专家均提供了方便的检索入口，分别是快速/专利号检索，布尔逻辑检索，高级检索。
快速/专利号检索
用户可以通过专利号，关键词检索多个国家的专利首页，全文包括权利要求等。
布尔逻辑检索
通过布尔逻辑检索，用户可以检索关键词，不同的专利字段，例如标题，文摘，公司名称，IPC分类等。通过AND，OR和AND NOT来进行不同的逻辑运算，以获得更加准确检索结果。
高级检索
通过高级检索界面，用户能够自由的创建更加复杂的检索式以满足精确检索的要求。
Browse Codes Search代码/分类查询
Delphion提供各种代码的查询，帮助用户快速找到所需要的分类或是代码。例如美国分类，Derwent分类，Derwent手工代码，Derwent公司代码，INPADOC法律状态代码，各国专利类型代码。
一. 工作文档
简介
工作文档是用于创建和保存您的专利列表，例如经常使用到的专利，特定技术领域的专利，竞争对手专利或是某个部门需要的专利。一旦您创建了工作文档，您可以与其他同事共享，还可对其进行统计分析，文本聚类分析，添加备注或是粘贴相关文件。
特点
用户很容易创建，操作，管理工作文档：
- 每个工作文档可以保存多达20,000篇专利
- 可以同时包括免费的专利信息和Derwent记录信息
- 可以随时更改名称，描述和显示字段
- 方便的增加或是删除文档中的专利记录
- 可以将检索结果直接添加到工作文档中
- 与同事共享工作文档
- 可以对多个共享文档进行AND, OR 和AND NOT合并
如果用户已经通过别的系统检索到的信息，也可以导入生成工作文档。
二. 检索式保存(Saved Search)
简介
Delphion平台提供检索式保存的功能，用户可以保存经常使用的检索策略，在任何时候，无需花费额外的时间重复输入检索式，即可执行检索，获取最新的检索结果。通过Delphion提醒功能(Alert)，用户也可以自动运行其所保存的检索时，方便有效的跟踪竞争对手和行业的专利的动态。
特点
用户可以在检索结束后直接保存检索式，指定一个名称并加入相关的说明，方便未来使用。
检索式保存后，用户可以运行(Run)，编辑(Edit)，复制(Clone)，删除(Delete)，合并(Merged)检索式，或是设置成提醒。通过复制(Clone)功能，用户可以在已有检索式的基础上编辑相关的检索参数，生成新的检索式。
你可以对两个检索结果进行AND 或 OR的逻辑运算，创建一个新的检索式。
Delphion提醒 (Alert)
简介
Delphion提醒功能能够自动运行用户所保存的检索式，并且将得到的结果通过email的方式发送给用户。用户可选择提醒的频率。通过Delphion提醒功能，用户可以方便有效的监控竞争对手和行业的专利动态。
特点
设置Delphion提醒功能，用户首先要选择其所保存的检索式，然后选择提醒频率，例如每周，每两周或每月或是每次数据更新提醒。当检索到最新的专利信息后，系统会自动将最新的专利信息（专利号，标题，相关链接）发送到用户的信箱中。
提醒也可以发送给其他相关同事，以确保他们了解到最新的信息。如果您出差或休假中也可以暂停提醒。
Know How to get the most from your Delphion subscription with these useful tips:
- Download a group of patents from a list — without selecting and displaying each record
- Find a US patent issued before 1971
- Find patents not assigned when issued
- Retrieve documents ordered by proximity of search terms
- Extract Derwent World Patents Index® fields when extracting first-level patent office data
- Basic Search Reminders: Did you know that...
- What happens if you want to import patent numbers into a work file and the patents you requested are not available?
- How do you make sure you have all patents (granted patents and unexamined applications) of a company that has merged with another company?
- How do I merge my Work Files?
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Download a group of patents from a list — without selecting and displaying each record
Create a new Work File by importing your list of patent numbers into the Work File tool. Then view the Work File and, from the Work File Result Set view, choose the PDF Express tab to download the patents all at once (up to 500 patents).
Find out more about Work Files and PDF Express in the Delphion Help Center. |
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Find a US patent issued before 1971
The primary method for locating US patents granted before 1971 is to search by patent number on the Quick/Number form.
Only images are available for US patents granted before 1971. What "only images" means is that we have scanned images of the individual patents, but the text of those patents is not searchable.
However, if you do not know the number of the patent you want, there may still be ways you can find it. One method is to search for post-1971 related patents that might reference the one you want.
For example: you are looking for an early patent on non-glare glass and you do not have the patent number. You know that the inventor is "blodgett" and you know that the patent would be in the US Granted collection. You also know that this patent was issued prior to 1971 so the text of the patent is not searchable.
- Go to the Advanced search form
- In the Any Field box, enter non-glare
- Leave the Select collection(s) box defaulted to U.S. (Granted Patents)
- Scroll to the U.S. Specific Fields section of the form
- Enter blodgett under U.S. References
- Submit your query
The information in the U.S. References text area of a patent includes not only patent numbers, but their issue dates (yyyy-mm) and inventor surnames as well. You know that blodgett is the inventor so you are asking for any patent that has blodgett in the U.S. References field.
The word non-glare was used as a way to help narrow the search. For example, (blodgett <in> usrefs) yields over 600 matches. But when you narrow your search in this manner ((blodgett <in> usrefs) AND non-glare), your Result Set has under 5 matches.
Your result set will contain all of the patents containing the word non-glare that also have the word blodgett in the U.S. References field. The Blodgett patent for non-glare glass should be referenced by at least one of the patents in your Result Set. If the patent you are looking for is not referenced by one of the patents in this Result Set, consider using a different word to narrow your search. Instead of non-glare, try glass. This search yielded a Result Set with less than 20 matches and several of the matches referenced the Blodgett patent we were looking for: ((blodgett <in> usrefs) AND glass).
See the Collection Details page for a full description of what is available for all the different collections. |
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Find patents not assigned when issued
You can find patents that were not assigned at the time the patent was issued by searching for "NULL" in the Assignee field. Your query should look like this:
(<not> (* <in> assignee)) |
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Retrieve documents ordered by proximity of search terms
The <near> and <near/n> proximity operators allow you to retrieve documents which are relevance-ranked based on the closeness (proximity) of the specified words.
<near> selects documents containing your specified search terms. Delphion's search engine scores a 0 for documents where the search terms are not within 1024 words of each other. The closer the search terms are within a document, the higher the document’s relevancy score.
<near/n> selects documents containing two or more search terms within a specified number of words of each other. n can be an integer up to 1024. Once again, the closer the search terms are within a document, the higher the document’s score.
Neither the <near> or the <near/n> operators specify the order of the terms. To specify the order of the terms, use <order> preceding the <near> or <near/n> operators.
Note: You cannot use a NOT command in conjunction with a proximity operator.
Example 1, the <near> operator:
The following queries demonstrate the syntax for the <near> operator:
coffee <near> filter (This Result Set will include all records with the word coffee near the word filter.)
(coffee <near> filter) <in> description (This Result Set will include all records with the word coffee near the word filter in the Description field.)
(coffee <near> filter) <in> (abstract,claims) (This Result Set will include all records with the word coffee near the word filter in the Abstract or Claims fields.)
((dog OR cat) <near> carrier) <in> description (This Result Set will include all records with the word dog or the word cat near the word carrier in the Description field.)
It is important to remember that the closer the search terms are to each other, the higher the relevancy score of the document.
Example 2, the <near/n> operator:
The following queries demonstrate the syntax for the <near/n> operator as well as the difference in Result Sets when the variable is changed:
(inorganic <near/10> solvents) <in> claims (over 1,000 records found for collection searched)
(inorganic <near/100> solvents) <in> claims (over 4,000 records found for collection searched)
(inorganic <near/300> solvents) <in> claims (over 5,000 records found for collection searched)
Remember that the closer the search terms are to each other, the higher the relevancy score of the document.
Example 3, the <order> operator used in conjunction with <near> and <near/n>:
The following queries demonstrate the syntax for using the <order> operator to specify the order in which the target words should appear to meet the criteria for your query when using the <near> and <near/n> operators.
((dog OR cat OR pet) <order><near> (cage OR carrier)) <in> description
For this query, records with the words dog, cat or pet near the words cage or carrier will be found — but only those instances in which dog, cat or pet precede the word cage or carrier. If the <order> operator had not been used, then the Result Set would also include instances in which cage or carrier appeared before dog, cat or pet.
(((wire OR mesh OR screen) <order><near> (dog OR cat OR pet)) <order><near> (cage OR carrier)) <in> abstract
The Result Set for this query contains records with the word wire, mesh or screen near but preceding the word dog, cat or pet which is near but precedes the word cage or carrier. Following is an abstract from a patent in the Result Set for this query:
A collapsible pet enclosure that is fashioned to fit in standard windows and has removable material coverings and screen panels on all sides. Domestic animals can use the enclosure to enjoy the out doors with out the owners fearing for their safety or health, as is the case in letting pets out of doors on the ground level. There are detachable wheels as part of the unit that convert the enclosure to a mobile pet carrier, that one may roll instead of carry.
The <near/n> operator works in much the same way — but allows you to specify the maximum distance between your target words and still have the words appear in a preferred order. Following is an example of using <order> with <near/n>:
(((inventory OR component OR parts) <order><near/10> (management OR tracking OR location) <order><near/15> ("bar code" OR hand-held OR wireless)) <in> abstract
This Result Set for this query will include all records with management or tracking or location within 10 words of inventory or component or parts and then, within 15 words of that word combination, the word(s) "bar code" or hand-held or wireless must appear. When this search is done with the <near/n> operator, a Result Set shows 17 patents — done with just the <near> operator, the Result Set had over 100 patents. So you can see how the <near/n> operator can help refine your search. Following is an abstract from a patent in the Result Set for this query:
A method of inventory management is described. Upon activation of a button on a wireless device, the wireless device having a light source and a transceiver with a unique media address corresponding to a unique product, the device broadcasts a first signal including an order command and the unique media address by the transceiver via a wireless medium. A central controller then receives the first signal, identifies the unique media address included in the first signal, and using a database, identifies the unique product associated with the unique media address.
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Extract Derwent World Patents Index® fields when extracting first-level patent office data
With Data Extract, you can retrieve the Derwent World Patents Index (DWPISM) fields — including the title — with your extract of first-level patent office data. Using the DWPI title can help simplify and speed your research because it is written in clear, consistent, industry-specific terms and is often more meaningful than the original patent title. |
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Basic Search Reminders: Did you know that...
- Stemming automatically occurs on Delphion, that is, when you enter a word, all words with the same stem are retrieved (e.g., prime retrieves primate, primaries, etc.). If you want the exact word, enclose it in quotation marks (e.g., “prime”).
- Delphion automatically performs phrase searching (e.g., O ptical fiber returns a result set that includes optical fiber, optical fibers and optic fiber.). To search a non-exact phrase, use parentheses and the AND connector (e.g., (Optical and fiber provides fiber optic, optical fiber and optical glass fiber.).
- Delphion processes queries in a particular order. For example, when using the AND and OR operators in the same query, place the words ORed together in parentheses: (CAT OR FELINE) AND DISEASE. If you want to search for patents with the words feline and disease in the Title, enter : (FELINE AND DISEASE) <in> title.
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What happens if you want to import patent numbers into a work file and the patents you requested are not available?
Delphion provides alternative/equivalent patents if the ones you requested are not available. You can view the equivalents in a Work File Validation Report. The Report tells you the number of requested patents replaced by equivalents and provides a link from which you can review details about the substitution(s). To accept the equivalents, click Save; to refuse, click Cancel Import, which cancels the entire Work File import operation. |
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How do you make sure you have all patents (granted patents and unexamined applications) of a company that has merged with another company?
In this example you want to conduct a comprehensive search for Boeing patents. To conduct this search, you need to take into account not only original Boeing patents but any that have been reassigned to Boeing through mergers and acquisitions. McDonnell Douglas and Boeing merged in 1997; therefore, you cannot assume Boeing will be the name on patents published after the merger so you want to include patents from McDonnell Douglas that may now belong to Boeing. If a patent is reassigned, the name on the document keeps the name as it appeared on the original patent; thus, it can make the job of finding a patent difficult.
Using Delphion field search tool and the Corporate Tree feature helps to capture this information to retrieve these hard to find patents. Here’s how:
- From the Boolean search field box, choose assignee from the drop-down list, enter the company names Boeing OR Mcdonnell, and the countries you wish to search against. This part of the search searches all selected countries for the names entered, over 44 million patents.
- Click the Corporate Tree button to the right of the Assignee names to display the Corporate Tree, enter the company name Boeing and click the Original Assignee button. This will search unexamined and granted documents that Boeing has submitted to the U.S. patent office. Note that Delphion lists the approximate number of patents submitted to the right of each entry. Check all of the Boeing entries you want to add to your search and click the Save button. Note: You can also select any McDonnell Douglas entries that might appear.
- Select Corporate Tree again to find patents that are collected using merger, acquisition and cited reference data, type Boeing and click the Hierarchy button. The search is now looking at U.S. granted patents, EP applications and granted patents, and PCT and WO applications. Select Save to populate the Boolean search form.
You now have a completed Boolean search page. Make sure to select the OR operator to put the parts of this search together. |
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How do I merge my Work Files?
Work Files function like file folders containing Result Sets for the specific patent records that you want.
- From the Work File Administration page, in the ID column, check the Work Files you want to merge.
- Scroll to the bottom of the screen and choose the method you want to use for the merge.
- Choose OR to combine sets of records and eliminate duplicates.
- Choose AND to include only records that appear in all selected Work Files.
- Additionally, you can select AND NOT and choose a Work File whose patents you do not want to appear in your new merged Work File.
- Click Merge and the Merge Work Files page displays.
- Enter a name for the new merged Work File.
- Optionally, you can choose to change the description and display parameters before saving your new Work File.
- Click Save to save your new Work File.
- The Work File Administration page displays showing your new Work File.
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