Q: How do I export assignee names of Chinese and Japanese patents in English?
A: Unfortunately, Patsnap's translation feature does not support the translation of assignee names. Therefore, we do not offer translated assignee names when exporting, as we cannot guarantee the accuracy of these translations.
Q: How do I follow priority applications from 2010-2022 without encountering errors in the data?
A: For reliable data across multiple years, make sure to limit your query by priority date and group by application date. Use criteria such as "By application date > Oldest" to select the representative of the family. If issues persist, a screenshare might help clarify the process better.
Q: How can I compare the specifications of two applications from the same family?
A: In your results list, you should be able to select the documents you want to compare and use our comparison tool. If you do not see that option, hover over the family member with your mouse or go to the family view to select the documents for comparison.
Q: I tried to use the comparison tool, but I only see one application in the right-hand column. How do I compare documents if only one document appears?
A: If there's only one document in the list, it has nothing to compare with. Go to the family tab on the left to see the different applications. Switch to the INPADOC Family or Patsnap Family view to see the extended family and compare the documents.
Q: I switched to the Patsnap family and now see the documents I want to compare. How do I perform a word-for-word comparison?
A: The right side of the screen will show a brief percentage of similarities between the two documents. Use the "Compare Text" switch in the claims or description section for a detailed word-for-word comparison.
Q: How does Patsnap allocate an assignee region to a patent if no address is given?
A: We determine the country of an assignee based on the address data provided by the patent offices for each patent document. If this is not available for a specific jurisdiction, we may use the same assignee name from another jurisdiction to determine the correct country. In rare cases where we cannot determine the country, it won't be associated with a value for this field.
Q: What is the limit of Boolean operators?
A: The limit is 1028 for Boolean operators, which is 2^10.
Q: Why am I not seeing patents in the family in the standard view?
A: To see the patent family table, go into 'Set Field Display,' select the 'Patent Family' field, and then group your results by a family type.
Q: How can we set file wrapper alerts for WO patents as well as the entire Patent Family?
A: Unfortunately, it is not possible to set file wrapper alerts for WO patents at the moment. You can only set file wrapper alerts for US and EP patents applied for since 2002, and CN patents applied for since 2013. No additional jurisdictions are currently supported.
Q: I am trying to ungroup the results in my workspace, but it still only shows 18 records (families). How can I see all family members?
A: To see all family members of your current patents in the workspace, go to the 'Data Management' tab, select 'Automatic Update and Expansion,' choose 'Family Application/Expansion,' and select a family type to expand by. After this, the patent family members will be added to your workspace. When you ungroup your results, all the family members should be present.
Q: How did the Patsnap team manage to obtain information about a patent with undetermined legal status in Kosovo?
A: Kosovo is one of the jurisdictions where the data is unique to us and has come from third-party sources or undergone more rigorous internal value-added processing. You can find a full list of jurisdictions like this in the article: "Patsnap Extended Collection - List of Jurisdictions."
Q: Do we provide information related to the cost of annuities in various jurisdictions? If so, where can this be found?
A: You can obtain this information through the Portfolio Pruning Report in Insights.
Q: How is the economic value of a patent calculated?
A: You can find an explanation of our valuation methodology in the article: "How Does Patsnap Valuation Work?"
Q: How can I edit an existing calculation folder to compare additional folders?
A: You can do this by going to the 'Data Management' tab, selecting 'Automatic Update and Expansion,' and then selecting 'Folder Calculation.'
Q: How do I download the DNA sequences of a patent publication?
A: You can download DNA sequences of a patent publication by going to the patent, selecting 'Sequence Assistant,' then 'Sequence Extraction,' and finally 'Export FASTA.' This will download all of the patent's sequence data as a FASTA file. Alternatively, you can export results as an Excel file by extracting your results into Bio and exporting via the source table.
Q: What alignment algorithm is used for the 'short' nucleotide sequence search?
A: The alignment algorithm used is Blastn-short.
Q: When using the bulk search tool, how do I perform a bulk download of each full-text patent PDF in a zip folder?
A: After conducting the bulk search and reaching the results page, click on the "Export" button at the top right. Choose the PDF option under "Export Format," select the desired fields, and click the green "Export" button. You will then be able to download a zip file containing all the patent PDFs along with an Excel file that includes different fields and links to the PDFs.
Q: How to download the results of all queries in different tabs in an Excel sheet in the case of Expert Search?
A: Hover over your project and select "Export." Then choose "Project Queries" and submit. For exporting patents from the query results, select "Export" in the top right-hand corner of the results page.
Q: Where do we source our SEP data from?
A: Our SEP (Standard Essential Patent) data includes information declared by seven official websites: ETSI, ITU, IEEE, ISO, ANSI, IEC, and CEN.
Q: I get an error when trying to use Hiro: "Sorry, your company prohibits Hiro from using the internet for answers." How can I solve this?
A: You can resolve this issue by getting your company admin to go to your admin portal, select 'Security,' and enable internet search.
Q: I have shared a workspace from one user to another, but I am unable to create a new custom field. How can I do it?
A: For a shared workspace user to create a custom field, they must have administrator privileges. Please ask the owner of the workspace to make you an administrator. They can do this by going to the workspace, selecting 'Manage Sharing,' finding your email, selecting 'Edit Sharing Permissions,' and changing your permission to administrator.
Q: How can I receive email alerts for new family members or legal status changes in patent families?
A: To automatically add new family members to a Workspace and receive monthly email alerts, turn on the 'Family/Application Expansion' switch from the 'Automatic Update & Expansion' menu. Then, set up an email alert for the folder, selecting either the 'New Patent Publications' alert or one of the family alerts along with the 'Legal Status' alert.
Q: Is there a way to view the search history of another account in my firm?
A: Unfortunately, it is not possible to view the search history of other users in the company, even with admin access, due to security reasons. The admin can only turn on or off the history of the company.
Q: How can I download a batch of references as PDFs?
A: To bulk download PDFs, go to the 'Export' option on the search results page. Once you reach the Export menu, select 'PDF' as the Export Format.
Q: What is a GBC Code?
A: GBC is a Chinese classification code present only on Chinese applications. It stands for 'Industrial Classification for National Economic Activities.' We have shortened it to 'GBC' because the classifications usually start with 'gb,' for example, GB/T4754.
Q: Can Patsnap search for and extract 5’UTR and 3’UTR sequences from patents or other associated literature?
A: Currently, we do not have a tag for 5’UTR and 3’UTR sequences, but the sequences are available in the Bio database. Users can retrieve these UTR sequences through a sequence search.
Q: Is there a specific configuration that only shows the patent specifically related to the number searched for?
A: When entering a patent number like WO2007127317, many results appear because it is treated as a keyword. To retrieve only the patent number, enter the full number with the kind code in the "Publication Number" field, for example, PN: WO2007127317A2.
Q: Can we save the search parameters of a Bio search?
A: It is not currently possible to save search parameters in Bio. However, the same parameters will remain even after closing Bio until you click the "Restore Your Setting" button.
Q: How does your valuation use real-world sales and licenses to inform the data? Are actual sales and licenses used at all?
A: We use actual transaction data of patents for training and validation of the patent value evaluation model, then use the model to evaluate the patent value. The patent value evaluation index does not include information about the transaction or license amount of the patent because this data is difficult to obtain due to low coverage and usually not being public.
Q: Do we have a way of being alerted when a new family member is added?
A: After searching for your query and being on the results page, click the "Set Email Alerts" button near the top right. You will find an option to select a family alert (Simple, Patsnap, or INPADOC family) that will notify you if a new member is added to the patent family.
Q: Why is a specific patent not appearing in my search results, even though I expect it to?
A: This may be due to the way patents are grouped by family representatives in your search results. If the expected patent is not the family representative, it might be hidden in grouped results. Try ungrouping the results to view individual publications. This often resolves the issue and displays the missing patent.
Q: What Happens When I Exclude a Country (e.g., China) in PatSnap Analytics?
A: When you exclude a country such as China (CN) using the country filter in Analytics, it removes all patent records with a CN publication number from your results. This means:
Q. Why is a specific patent not appearing in my search results, even though I expect it to?
Q. How can I create an automatically updated alert that filters by publication date from October 2023 to the present day?
Q. If I add a comment to a patent, will that comment also appear in the workspace if the patent is saved?
Q. Can I create an automated patent overview/report from selected patents in a workspace to analyze claims and technologies?
Q: What do the different patent value fields like "Patent Valuation" and "Strategic Value" mean in PatSnap?
A: You can find definitions for all patent valuation fields by going to the "Valuation" tab on a patent page. Hover over the “i” (information) icon next to each metric (e.g., Patent Valuation, Strategic Value, etc.) to view detailed explanations. This provides transparency into how each value is calculated and what it represents.
Q: I'm getting the error "The maximum number of project creations has been reached!" on Eureka. Is there a project limit for the free version?
A: Yes, the free/basic version of Eureka has a limit on how many projects you can create annually. If you've hit this limit, you’ll need to upgrade your plan to create additional projects. You can check your current package and its limits here: https://eureka-patsnap-com.sutd.idm.oclc.org/user-setting/package
Q: Can I generate a consolidated report for all patents under a specific assignee instead of downloading separate PDFs?
A: At the moment, the system downloads each patent PDF individually. These are saved together in a folder when you extract the ZIP file. Alongside this, an Excel file is also provided that includes key data points and links to each PDF. A fully consolidated report combining all PDFs into one document is not currently available.
Q: Why is a US patent showing as the family representative in my workspace when I’ve set the representative order as EP > WO > US, and there is an EP document in the family?
A: The representative patent is selected from only those patents saved in your workspace. If the EP patent isn’t saved, the system will move to the next available option based on your selected priority (WO or US). Please check if the EP patent is saved to your workspace — once added, it should reflect correctly based on your criteria.
Q: In the Competitive Key Report's Application Trend chart, do the numbers reflect 1 application per patent family or individual applications (ungrouped)?
A: The Application Trend chart follows the grouping settings you've selected for the report. If your report is grouped by patent family, the chart will count 1 application per family. If ungrouped, it will count individual applications.
Q: Why are the Authorities and Patent Type fields grayed out in PatSnap search?
A: The fields are grayed out because you are currently in Family Mode search. In this mode, you cannot limit the databases as it would prevent returning all family members. To use these fields, switch to Publication Mode search, where you can apply specific database limits.
Q: Can I sort by legal status in PatSnap Workspace?
A: Currently, sorting by legal status is not supported in Workspace. However, you can filter results by legal status using the “Refine” button. Sorting options are limited to those available under the “Advanced Sort” menu.
Q: How can I select all records in a patent list instead of one page at a time?
A: When exporting or saving to a workspace in PatSnap, you don't need to manually select each page. Simply click the “Export” or “Save to Workspace” button directly—this will automatically include all records in the list.
Q: How can I now share PatSnap links with people who don’t have an account?
A: Use the “Copy Link” option from the three-dot menu on the patent view page. This generates a secure link that non-users can access.
Q: Why are my coworkers unable to open PatSnap patent links anymore?
A: As of August 2024, PatSnap changed how links can be shared to prevent unauthorized data crawling. Directly copying the URL from the browser no longer provides public access.
Q: What if I want to share a link to a specific section (like Claims or Legal Info), not just the Abstract?
A: Currently, the “Copy Link” button always points to the Abstract page, even if you’re viewing another tab. A workaround is to manually replace “abst?” in the link with “clms?” (for Claims), etc., though this is not officially supported.
Q: We’ve used many old links in documentation—what can we do now?
A: Unfortunately, any old links that were copied from the browser may no longer work. You’ll need to regenerate them using the official “Copy Link” function for continued external access.
Q: How do I generate citations for a list of patents I’ve imported?
A: To generate citations from an imported list:
Go to Bulk Search and import your list.
On the Results Page, select all patents.
A menu will appear—select “Search citations”.
Choose either:
“Cites” for backwards citations (documents your patents cite), or
“Cited By” for forward citations (documents that cite your patents).
Q: What’s the difference between “Cites” and “Cited By”?
A: Cites = Patents that your list references (backward citations).
Cited By = Patents that reference your list (forward citations).
Q: Do the Claims in PatSnap update automatically when a patent’s claims change?
A: Not always. Claim updates depend on how the changes are published by the patent office.
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Minor Corrections: The USPTO issues documents instructing on changes but doesn’t republish modified claims, so PatSnap doesn’t update.
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Reissue Patents: Published under “USRE”; PatSnap adds a new record, original is unchanged.
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Ex Parte Reexaminations: Published under new codes (e.g., C1 or C2); PatSnap adds a new record, original is unchanged.
Q: Can I sort and navigate my workspaces by name, type, or updated time?
A: Yes, within each Workspace type (e.g., Personal, Team, Shared), you can sort your workspaces by name, type, or updated time using the sort options at the top right of the workspace list.
Q: Can I simultaneously save or export multiple family members from the family page of a patent?
A: Currently, you can only export or save one family member at a time. To export multiple family members, select each member individually and add them to a workspace. Once in the workspace, ensure the results are set to "Ungrouped" for better management and export.
Q: Is it possible to generate both the issue and application trend on the same graph using custom analysis?
A: Unfortunately, it is not possible to generate both the issue and application trends on the same graph using custom analysis at the moment.
Q: Why am I seeing fewer patents in the insights when I try to generate a graph?
A: The system may show only one member per family. To view all patents, go to "Analysis Preferences" and select "Ungrouped".
Q: What is the difference between the Semantic and 'Similar Patents' algorithms?
A: Semantic search uses AI to find relevance based on full content; Similar Patents filters out family duplicates to show only external but similar patents.
Q: Does AI tagging automatically tag new patents added to the workspace if the client has premium?
A: No, AI tagging doesn’t automatically apply unless you add patents using “tagging across family”.
Q: Can PatSnap help me find patents from a company with multiple entities acting as patent assignees, even if I don’t know all the entity names?
A: Yes, use PatSnap’s corporate tree tool. Add “Assignee” field in search, then click the "Corporate tree" button to explore related entities.
Q: Is there a way to rotate the structure in the chemical drawing tool?
A: Yes, highlight the structure and drag the blue circle that appears around it.
Q: Can I move a workspace to another existing workspace in PatSnap?
A: Not directly. You can move individual folders via “Folder Management” > “Move to” option.
Q: I'm getting the error "The current content already exists" when adding a second modification to my peptide search.
A: This error occurs when you select both a parent and its child node in the modification search. The system automatically includes the child node when the parent node is selected, which causes a conflict. To fix this, simply deselect the parent node (e.g., non-natural amino acids) and then add the desired child modification (e.g., Cha). This should resolve the error.
Q: How can I search to see which countries a company has patents in?
A: Search by company using the ANCS field. Then use the Authority filter on the left to see countries. Make sure to ungroup results.
Q: Is there a way to add all family members to my Workspace automatically?
A: Yes! Go to Workspace > Automatic Update & Expansion > enable Family/Application Expansion.
Q: Which PDF export options are available in PatSnap?
A:
- Original Patent Images
- Combined Patent Images (First Page Only)
- Combined Front Page Text
- Custom PDF
Q: What’s the difference between Technology Topic and Application Domain?
A: Technology Topic = what the tech is about (e.g., gene editing).
Application Domain = where it's used (e.g., healthcare).
Q: Why does HIRO sometimes give answers without references in non-external mode?
A: When External Mode is off, HIRO uses internal data only. It won’t show references unless they come from known internal sources.
Q: Can multiple users log into the same PatSnap account
A: Only one person can be logged into a PatSnap account at a time. If another user logs in, the first will be logged out.
Q: Do CPC/IPCs influence how documents are tagged with Technology Topics or Application Domains?
A: "Application Domains: Yes – they are based on CPC codes and patent descriptions.
Technology Topics: No – they are based on a set of literature-based tags, not CPC or IPC codes."
Q: Can I export patents from all subfolders within a Main Folder in Workspace?
A: "Currently, it’s not possible to export directly from multiple subfolders at once. However, there’s a workaround:
Create a Union Folder by clicking “New Folder” → “Union.” Select the subfolders you want to combine. Export the combined patents from the new Union Folder."
Q: Can AI Tagging be trained on patents from one workspace and applied to another workspace?
A: Currently, AI Tagging can only be trained within a workspace. If Workspace 1 has manual tags but no overlap with patents in Workspace 2, AI cannot be trained on the tags in Workspace 1 and applied to Workspace 2.
For AI Tagging to work across workspaces, there must be patent overlap between them. In that case, AI will use the tags in the second workspace as training data.
Q: Why does the "You have exceeded the maximum number of created reports" message appear?
A: This message appears when you've hit the limit for the number of reports you can create. To create new reports, you'll need to delete some of the old ones.
Q: Why aren't my comments visible across different workspaces, and how can I make them visible in all workspaces?
A: Comments will only appear across workspaces if they are set to "Company" visibility. If they are marked as "Workspace" visibility, they will stay within the current workspace. To make comments visible across all workspaces, change their visibility to "Company," either individually or in bulk via the comment management area.
Q: How are the priority dates and expiry dates of the granted patents determined?
A: The priority date is typically the application date. The expiry date is generally 20 years from the priority date, but it can vary. For utility models, the expiry date may be 10 years after the priority date. You can refer to the article "What Is A Utility Model?" for more details.
Q: Does PatSnap have record of licensing history?
A: PatSnap tracks publicly announced licensing data, available in the "Legal > Licensing" tab.
Q: How do I delete selected applications from my search result list?
A: There is currently no delete option directly in the search results. You can use the "NOT" operator in the "Refine keywords" bar to exclude applications. Alternatively, you can save your results to a Workspace and delete them from there.
Q: How do I export highlighted keywords from my search results?
A: You can export highlighted keywords by selecting the "Include custom highlight keyword(s)" option during export.
Q: Why can't I export query highlights along with custom ones?
A: Currently, only custom highlights can be exported.
Q: Can I recover my deleted search history?
A: Unfortunately, once the search history is deleted, we do not store it for privacy reasons and cannot recover it.
Q: Can I update the data fields shown in the patent alert emails?
A: While you can customize the alert settings to display certain fields (like abstracts, translations, and custom fields), the default fields such as application number, priority date, and assignee cannot be modified.
Q: How can I set up an alert for literature/papers in Eureka
A: Currently, alerts in Eureka can only be set up for patents. Literature (papers) alerts are not yet supported, but this feature may be available later.
Q: As an Admin, can I view login, analytics, or workspace history for other users in my organization?
A: No, due to security and privacy reasons, Admins cannot view detailed activity history such as logins or workspace usage for other users. Admins can only enable or disable the company-wide history feature in the Admin Settings.
Q: Does Patsnap rank patents found in semantic search relative to the input prompt?
A: Yes, Patsnap’s semantic search uses NLP and machine learning to analyze your query and rank the most relevant patents at the top of the results list.
Q: Does Patsnap use a cosine function for ranking in semantic search? If not, how are results ranked?
A: While the specific algorithm details are proprietary, the ranking is based on machine learning models trained to mimic how patent examiners retrieve relevant documents. It goes beyond simple cosine similarity by incorporating domain knowledge and advanced linguistic modeling.
Q: Does Patsnap have an API accessible by Python?
A: Yes, Patsnap offers an API compatible with Python, as well as Curl, Java, and Node.js. Documentation is available at: https://open-patsnap-com.sutd.idm.oclc.org/open-api-data/docs/fbb55d93aaf04995a484686e815217e2
Q: When are chemical structures from patents added to the database?
A: Chemical structures are typically extracted and added to the database within one business day after the patent is published (T+1). They are usually indexed and searchable by the second business day (T+2)
Q: Are chemical structures found in tables also indexed in the database?
A: Yes, PatSnap extracts and indexes chemical structures from tables in patent documents, so they are included in structure search results.
Q: Can I search both benzene and cyclohexane structures using a single structure query?
A: No, you currently cannot search ring variants like benzene and cyclohexane in a single query. You would need to run separate structure searches for each ring type.
Q: Do we have the ability to OCR PDF Docs that are downloaded from Patsnap?
A: Most of our sources, including official sources, don't provide patent PDFs with OCR. Therefore, OCR is not supported when downloading PDFs from Patsnap.
Q: How can I share the dashboard with other users in the company?
A: It's not currently possible to share dashboards with others, unfortunately. However, other clients have also asked about this feature and we have made the product team aware of this feedback. It is estimated that this function/feature will be released by the end of this year or early next year.
Q: Is there a way to turn off the auto highlighting of chemicals?
A: Yes, the chemical highlighting in patent view can be turned off by clicking on "Structure Assistant" and then turning the highlighter toggle off.
Q: Is there a way to export the unique patent records from a bulk match search without them being aggregated into simple family records?
Q: What does the fuzzy matching limit warning mean when running a complex search query in Patsnap?
A: This warning appears when a complex query puts a heavy load on the system, especially during times of system or data updates. It indicates that your query may temporarily fail due to limited system resources, but retrying it later usually resolves the issue.
Q: Can we search patents based on opt-out status for EP (European Patents), and how reliable is it for FTO (Freedom to Operate) analysis?
A: Yes, PatSnap allows you to search and filter EP patents based on their Unified Patent Court (UPC) opt-out status using the "UPC Status" filter. This data is sourced from official EPO records and is updated regularly, so it's considered reliable. However, for high-stakes FTO analysis, it’s still recommended to consult a legal expert for final validation.
Q: What is the Market Value (Score) in PatSnap?
A: The Market Value (Score) is a metric from 0 to 100 that estimates the commercial potential of a patent. It takes into account factors like citations, legal status, patent family size, market coverage, and technology relevance. This score helps users compare the relative value of patents in terms of their market potential.
Q: How can we find the availability and coverage for patents in Patsnap?
A: You can check the coverage for patents on PatSnap's data coverage page: https://analytics-patsnap-com.sutd.idm.oclc.org/status.
Q: Why are certain patents missing their full text and PDFs in Patsnap?
A: The missing full text and PDFs are due to the official patent website from which the data is retrieved not providing the full text and PDFs. This limitation is outside of PatSnap’s control.
Q: How can I share a search result with colleagues, especially those who don’t have a PatSnap account?
A: To share a search result with both PatSnap users and non-users, first save the results to a workspace. Once saved, open the workspace folder and click on the "Share" button. Turn on the "Share with anyone" toggle and then click "Copy link." You can now send the workspace link to your colleagues, whether they have a PatSnap account or not.
Q: Can you provide details about the Discovery tab linked to the assignee name in PatSnap?
A: The Discovery tab, visible when you hover over an assignee's name, provides access to more detailed information about the assignee, whether a person or company. When the assignee is linked to a company, clicking the Discovery tab will lead you to the corresponding company profile in PatSnap Discovery. This profile includes various company insights. You can find more information in the "Company Profile Overview" article.
Q: If I switch my colleague from an Analytics to a workspace Reader license, will she still be able to see the workspaces she created under the Analytics account?
A: Yes, your colleague will still be able to see the workspaces she created under the Analytics account, even after switching to Reader access. However, she will no longer be able to create new workspaces with Reader access.
Q: What does No Agency mean?
A: "No agency" means that no law firm is associated with the filing in the data, but it does not necessarily mean the company filed the application themselves.
Q: I put a patent in a workspace earlier this week, but now it's gone. Where did it go?
A: The patent might be grouped with other patents in its family. If you prefer each patent to appear on a separate line, you can change the grouping settings to "Ungrouped".
Q: How can I find the query that led to the hits in my Workspace if I don't have automatic updates turned on?
A: Unfortunately, there is no way to view the search query that was used to create the workspace folder without turning on automatic update during its creation. As a workaround, you can copy the query into the folder's "Description" field for easy reference later. To do this, click on the "View query" text when saving patents to a workspace and then edit the folder description.
Q: Why do the field displays not mirror when sharing a workspace, even after selecting the checkbox to 'synchronize field display'?
A: When sharing a workspace with a non-subscriber, the results will default to being sorted by 'Date Added,' as advanced sorting options are exclusive to subscribers. This can cause the field displays to differ. The 'Synchronize field display' option only applies when sharing with another Patsnap user.
Q: How can I print the family chart for a patent?
A: While there is no direct option to print the entire family chart, you can download the chart using the "Snapshot" button to save it as a PNG file and then print it. If you need the family list, you can export it by clicking the "Export" button, which offers various formats you can print.
Q: How often is the literature database updated?
A: It’s updated daily. You can find more information on the data coverage page: https://analytics-patsnap-com.sutd.idm.oclc.org/status
Q: How do I download an English translation of a non-English patent?
A: You can download the English translation by selecting the translation fields when exporting the patent. This ensures the translated content is included in your export.
Q: Is there a way to compare claims in one patent family?
A: Yes, you can compare claims within a patent family by using the "Compare" feature under the "Family" tab in patent view. This allows you to compare claims one patent at a time.
Q: In Analytics, how long does it take for newly published patents from the patent office to appear in PatSnap?
A: Patents are updated daily in PatSnap. Once a patent is made publicly available by a patent office, it typically takes between 1 to a few days to appear in PatSnap, depending on the jurisdiction.
Q: Can I search for a compound using a CAS number and limit the results to specific sections of the patent, like the claims?
A: No, this is not possible when using CHEM codes. Unlike the older INCHI codes (e.g.,
INCHI_CLAIMS:), CHEM codes do not support restricting the search to specific sections like claims, abstract, or description.A: No, currently, there is no functionality in Synapse that allows bulk input or querying of multiple targets at once. Users must enter each target individually and separate them with the OR operator.
Q: Should we be concerned about the confidentiality of comments added to patents on Patsnap?
A: No, comments are generally safe. Patsnap has never disclosed this type of data in the past. Additionally, customers can permanently delete data such as comments and search history. Once 24 hours have passed, the data cannot be retrieved.
Q: How does Patsnap handle data privacy if a legal request is made?
A: Patsnap would ensure that any data shared is the minimum necessary to comply with the legal request. Additionally, we work closely with the affected customer to manage the situation.
Q: How does the Chemscape tool filter by the incidence of an exact chemical structure versus a genus claim?
A: The filter depends on the patent source selected while searching. If "Manual Curation" is selected, it may include structures in the markush definition (genus claim). However, if the AI model is used, it only covers the exact structures mentioned in patents, not genus claims. Other sources like PubChem or SureChembl do not include genus claims either.
Q: How can I delete obsolete export templates?
A: Unfortunately, there is no option to delete export templates from the front-end of the platform at this time.
Q: Does the valuation of a patent reduce over time, considering the remaining length of the patent?
A: Yes, the remaining validity period of a patent is an important factor in its valuation. However, its impact is not absolute. In the early stages of a patent's term, the remaining validity period has minimal influence on the patent's value. As the patent approaches the end of its term, its value tends to decrease significantly. This downward trend becomes more apparent when the remaining term is short.
Q: Do you know a way that we can see what patents have recently been transferred to other entities?
A: You can search for patents that have been recently transferred by utilizing the Effective Date of Assignment (TRANS_EFDT) field.
For example, if you want to search for patents transferred this year, your query would look like: TRANS_EFDT:[20240101 TO *].
Q: When would the field IPC_SECTION be used, and what does the _SECTION mean?
A: The IPC_SECTION field is used to represent the broadest categories in the International Patent Classification (IPC) system. It groups patents into major technology sectors. The _SECTION refers to these high-level categories, while more specific areas within those categories are classified under the IPC subgroup.
Q: What’s the most efficient way to repeat a sequence search with different search parameters? Can it be done from the Search History page?
A: Unfortunately, you cannot re-run a sequence search with different parameters directly from the Search History page. While you can view the sequence and alignment parameters by hovering over "Show All," you’ll need to manually re-enter the sequence and desired parameters into the sequence search interface.
Q: What is the version number of PatSnap's software and how can I find it?
A: PatSnap’s SaaS product doesn’t use version numbers in the traditional sense.
Q: Why do I get an error saying “Contains application numbers in an unsupported format” when entering a publication number in the Email Alert?
A: The error appears because you're using a publication number instead of an application number. The file wrapper alert currently only supports application numbers. To avoid the error, use the correct application number format.
Q: Which valuation method does PatSnap use to calculate the patent value field?
A: PatSnap uses a proprietary algorithm developed in-house to calculate the patent value field. It is not based on third-party valuation models. For more details, you can refer to the article titled How Does PatSnap Valuation Work?, and supporting documentation is available upon request.
Q: I can’t find the Insights option after performing a search on Patsnap.
A: The Insights option only appears when you're using Publication Mode. If you're in Family Mode (indicated by a green label), the Insights feature is not available. Instead, you should use the Analysis view in Family Mode. To switch back to Publication Mode, go to the original search page and select the Publication toggle—this will enable the Insights option again.
Q: What does "Non-Entry PCT-NP (Past time limit)" mean?
A: "Non-Entry PCT-NP (Past time limit)" means that the PCT patent application has not entered the national phase in any country, and it has exceeded the designated time period to do so.
Q: How can I sort organizations in alphabetical order when using the "Assignee" filter in Patsnap?
A: Currently, organizations in the filter section are automatically sorted by the number of hits, and sorting them alphabetically is not an available option
Q: What is the difference between personal and company workspaces in Patsnap?
A: The main difference is collaboration. Company workspaces are ideal for sharing with all users in a company, and only company admins can create them. They have stricter permissions than personal workspaces. Personal workspaces are more flexible and are better suited for sharing with a smaller group. You can convert a personal workspace to a company workspace, but not the other way around.
Q: Is there a specific index for orodispersible formulations or drugs in Synapse?
A: Synapse does not have a dedicated section for orodispersible formulations. However, you can use the "Related Dosage Form" filter on the patent results page to refine your search, for example, by "Tablet Soluble." You can also utilize the "Keywords" field for further filtering.
Q: Is there a way to filter patents by independent claims in Synapse?
A: Unfortunately, it is not possible to filter for independent claims directly in Synapse. However, you can take the patents into Analytics, where you can view the independent claims in the "Standard view" by adding the "independent claims" field after clicking on "Set field display."
Q: How can I import comments along with patents into a workspace?
A: Currently, there is no option to import comments directly. However, you can use a text-based custom field to import this information. For more details on how to do this, please refer to the article: How Do I Import A New Custom Field?
Q: Is there a particular order in which indications are listed in Synapse, such as the most commonly targeted indications appearing first?
A: There is no specific sorting logic for the order of indications in the list.
Q: Is it possible to only search for keywords in Claim 1, or do you have to search all claims?
A: It is not possible to search for keywords in a specific claim, such as Claim 1. You can only restrict your search to the entire claims section or more specifically to Independent claims.
Q: Can the highlighter template be shared with other users?
A: If you're asking whether the template is shared when a patent is shared, the answer is no—only the user who created the template can view it.
Q: What format does the picture have to be in for the structure search to recognize it?
A: The issue you're experiencing is likely due to the resolution and size of the image, rather than the file format. Even though the image is in PNG format, if the structure is too small or low-quality, it can cause errors. It's recommended to use a larger, clearer image for better recognition.
Q: How can I retrieve all patents filed by an inventor with a common name?
A: Use variations of the inventor’s name (full name, initials, misspellings), filter by assignees or authorities, and apply additional keywords related to their work. Use filters like jurisdiction or patent type to refine the results.
Q: How can I search for Antibody Agonists on Synapse?
A: You can search for Antibody Agonists on Synapse by typing them directly into the search bar (e.g., Motolimod, an OX40 agonist antibody). Currently, there isn’t a specific category for Antibody Agonists, so performing a direct search is the best method.
Q: Are Knowledge Graphs automatically updating?
A: Knowledge Graphs do not automatically update—you will need to manually create a new one.
Q: Is it possible to search for applications that have been filed as Track One priority applications with the USPTO?
A: Unfortunately, PatSnap does not currently support filtering or identifying applications filed under the USPTO’s Track One process. This has been submitted as a feature request to the product team.
Q: How can I set an alkyl chain length in the structure editor?
A: You can use the repeating unit function in the structure editor to specify a range for the number of repeating atoms.
Q: Is it possible to search for combined results when multiple sequences are entered?
A: Yes, you can conduct a combined sequence search using the "Combined" search feature in Bio. However, this function is available only to Bio Premium users
Q: Does the semantic search consider synonyms or hyponyms for extracted keywords?
A: No, semantic search does not automatically consider synonyms or hyponyms. You would need to manually add relevant keywords, such as "photo" in addition to "image," to the query.
Q: If I change my query in a workspace, will my email alerts still apply to the new set of data?
A: Yes, the email alert settings will remain the same after the query change. However, new alerts will be based on the updated query and the results from the modified search.
Q: I selected "group by family," but the results are showing by publication level. The results are not grouped by family level.
A: When grouping by family, it's important to ensure that you're still selecting the option to group by family. If it's not automatically grouping by family, please double-check your settings to ensure you've correctly selected the grouping option.
Q: How is the top standard current assignee for each chemical structure determined exactly?
A: The top standard current assignee for each chemical structure is determined by counting mentions of the compound in any part of the patent document, including the title, abstract, claims, description, CAS manual curation, and other third-party sources. It's not limited to just the claims section.
Q: Can a user with only the Discovery package do Analytics and search, or is a Standard package needed?
A: To access Analytics, a Discovery license won’t be sufficient—you’ll need at least a Standard Analytics license. For more details, you can contact your Account Manager.
Q: Can I search for patents which have had a 3rd party observation associated with them?
A: It’s not currently possible to search for patents with 3rd party observations, but you can view this information within the file wrappers provided for individual patents.
Q: Can I create a chart on insights or custom analysis using the "Ultimate Parent Assignee" field?
A: No, it is currently not possible to create a chart directly using the Ultimate Parent Assignee field in Insights or Custom Analysis. However, a workaround is to create a grouped assignee with all subsidiaries under the parent and then use that to build charts.
Q: How often is the litigation data updated for each jurisdiction?
A: The update frequency for each jurisdiction is as follows:
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CN: Daily
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US: Weekly
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Other jurisdictions: Monthly
Q: Is there a filter for unitary patents in Patsnap’s analysis tools?
A: Yes, Unitary Patent data can be found under the "Legal - Transaction" tab in the Patent View. You can also locate the status of Unitary Patents using the search field "Status of Unified Patent Court"
Q: How do we export sequence alignments in Bio/analytics?
A: You can export sequence alignment information either through the "Source table" button, or by taking the patents into Analytics where you’ll find bio-related export fields as well. The source table option provides the largest selection of bio-related fields for export.
Q: How can I export a company's profile as a PDF?
A: Unfortunately, it is not possible to export the company profile page as a PDF in Synapse at the moment. The closest option is to generate a "Page Summary" using Hiro and then copy that text.
Q: If a workspace is created by User 1 and shared with me (User 2), and I am made the administrator of this workspace, will I still have access to the workspace after User 1’s license is deactivated?
A: If User 1’s account is deactivated, the workspace will not be deleted, and you will still have access to it. The data for User 1 is saved in the backend.
Q: What is the difference between Bio Premium and Bio Professional?
A: You can find the differences between Bio Premium and Bio Professional at this link: https://bio-patsnap-com.sutd.idm.oclc.org/#/usage.
Q: Where can I find the modification data, or is there a document to look at?
A: We get modification data from CAS and sequence listings.
Q: What is the solution for viewing all content in a compact view in Patsnap?
A: You can use the "expand" button to display all of a specific cell, or change the heights of columns throughout a Workspace folder. The "Auto" option will ensure everything is displayed without extra space.
Q: Are translations for figures available for export in Patsnap?
A: No, it is not possible to export translations for figures.
Q: Can I access the full text of provisional applications directly in Patsnap Analytics?
A: If the provisional application has full text available and it is provided by the patent office (e.g., USPTO, WIPO), then it will also be available in Patsnap. However, many provisional applications only contain bibliographic information like title and assignee, and in such cases, you may need to refer to the USPTO or WIPO website for the complete text.
Q: Why do SEQ IDs in Analytics not match the SEQ IDs in Bio, and is there a way to link them?
A: SEQ IDs are specific to each patent document and reflect the order of appearance in that particular filing. So, the same sequence can have different SEQ IDs in different patents. The Sequence Code, however, is standardized and allows you to identify the same sequence across multiple documents. You can use the Sequence Code to link and verify sequences between Analytics and Bio.
Q: Is it possible to share a patent page along with our comments and highlights at specific locations inside the text, to people that don't have a Eureka license?
A: You can share comments by adding the patent to a Workspace and generating a public Workspace link. Make sure the comments are not marked as “Private” — they must be set to “Workspace” or “Company.” However, highlights (underlined text within the patent) are only visible to users with a Eureka or Workspace Reader license. Non-users will only be able to see the comments in the Workspace view, not the in-line highlights on the patent text.
Q: What are the definitions of "assignee" and "assignee concentration"?
A: An assignee is the organization or entity that holds the rights conferred by a patent. There isn’t an official definition for “assignee concentration,” but you can think of it as how much of a technology area is dominated by a set of top assignees.
Q: Do I need to enter each application number to monitor US, EP, and CN patents in the same family using File Wrapper alerts?
A: Yes, when setting up file wrapper alerts for US, EP, and CN patents in the same family, you need to specify each application number. However, you can include all of them in the same alert.
Q: How can I add a concept from an unpublished provisional patent to a workspace for comparison in a landscape analysis?
A: It's not possible to add an unpublished record directly to a workspace. However, you can use the Text Analysis feature within Landscape to describe the concept from the provisional patent and see how it fits in the landscape analysis.
Q: Is there a way to search for cited NPL references?
A: Unfortunately, you can't search directly for NPL references in a query. However, you can add the "Non-patent Cites Count" field on the results page by selecting "Set field display" to see how many papers were cited in a patent. To view the exact citations, go to the "Citations" tab in the patent view and then check the "Non-Patent" section.
Q: How do I monitor the progression of a patent to see if it enters into national phase and in which states?
A: To monitor the national phase entries for a PCT application, use the PCT Application Number search command (PCT_APNO) in Patsnap. For example, you can search by removing the "PCT" part of the application number to track its national phase entries (e.g., PCT_APNO:(CN2021/141211)).
Once you've done the search, you can create an email alert to track any new national phase patents associated with that PCT application. If the PCT has not yet entered the national phase, no results may appear for some patent numbers.
Q: How do customers look at legal files and file wrapper for litigation for EU documents?
A: If File Wrapper information is available from the EP patent office, there will be a direct link to the EP website on the File Wrapper page that can be clicked on to view all the documents.
Litigation information can be found on the "Litigation" page of the patent view.
Q: Is there an automated way to compare a list of patents from an assignee search with an Excel list in PatSnap?
A: There is no direct automated way to compare the records in your assignee search with those in an Excel file. However, you can follow this workaround:
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Run your assignee search and save the patents to a workspace folder.
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Upload the Excel data to another folder in the same workspace, ensuring the format matches the required template (patent numbers with their authority and kind code).
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Create a "Calculation folder" and use the "Subtraction" option to compare the patents and find discrepancies between the two lists.
Q: How do I access Patsnap Academy?
A: PatSnap Academy was shut down.
Q: Is it possible to have two accounts with the same email address (different passwords)?
A: No, the email address is the unique identifier for PatSnap accounts, so it must be different for different licenses or sessions.
Q: Can Patsnap be subpoenaed for search history, and if a client deletes their search history, is it deleted from the server?
A: When a client deletes their search history, it only removes the record from their device or account's visible history. The backend log records are not immediately deleted. However, Patsnap ensures the protection of personal data in accordance with the privacy policy. Users can opt to not have their search history recorded, preventing the content from being saved on our servers.
Q: Do we have all the Markush groups in all patents?
A: Due to the diversity of Markush writing and the complexity of parsing, Patsnap does not guarantee that all Markush groups are extracted from all patents.
Q: How can I rename a workspace?
A: To rename a workspace, go to the "Personal workspaces" tab, click on the three dots next to the workspace, and select "Edit." From there, you can change the name.
Q: Why do the workspaces have different icons?
A: Each new workspace is assigned a random icon. You can change the icon by going to the "Edit" tab and selecting a different one.
Q: How do I get to the screen for keyword searches after logging into Patsnap?
A: To access the Analytics platform, click on the Waffle grid and select "Analytics" from the available options. You might need to log out and back in if you’ve just been assigned the Analytics license.
Q: Why are the assignee and inventor names not translated into English in the patent landscape analysis?
A: Currently, there isn't an effective translation for these fields, as translations often fail to accurately reflect the original names. We are actively exploring solutions to improve this. In the meantime, you can use a browser-integrated translator (like Google Translate) as a workaround by right-clicking on the page.
Q: Are the queries for patent filing stats showing filed applications or issued patents?
A: The results are a mixture of both filed applications and issued patents. However, you can refine the results using the "Patent Type" filter on the left to focus on either filed applications or issued patents specifically.
Q: How do I search for a point mutation in a specific gene like PREX2?
A: Bio’s Sequence search operates at the sequence level rather than the chromosome level. You will need to first identify the relevant sequence related to the PREX2 gene (e.g., using the Drug/Gene Index). After finding the sequence, you can enter the nucleotide position where the mutation occurs (e.g., position 69136845).
Q: How can I filter for active clinical trials when searching for an indication on Synapse?
A: To filter for active clinical trials on Synapse, start by selecting the “Clinical Trial” search option and entering your indication of interest. On the results page, use the “Recruitment Status” filter and select “Recruiting”, “Enrolling by invitation”, and “Active, not yet recruiting” to narrow down to active trials.
Q: Is it possible to upload a customer list into Synapse and then pull drug data from each company in bulk for a modality analysis?
A: No, Synapse does not currently support uploading a customer list for batch analysis. However, users can manually input multiple company names in the "Organization" filter on the Drug Finder page. After doing so, they can group the results by organization and export the drug data for those companies. This allows for a partial bulk analysis workflow without needing to search each company individually.
Q: Can you provide information about the development of PatSnap’s AI model specialized for patents?
A: Hiro, PatSnap’s AI model, is built on a proprietary large language model called PatSnap GPT. It is specifically trained on a large corpus of patent documents, industry news, and non-patent literature to deliver accurate insights for patent research and analysis. The model is continuously improved through reinforcement learning from human feedback (RLHF), where over 100,000 human-annotated ratings are used to train a reward model. This reward model scores AI responses, and Hiro updates itself based on these scores to improve response quality over time. While detailed development processes are proprietary, this approach ensures Hiro remains highly relevant and effective for patent professionals.
Q: Could you explain the differences between the drug statuses "Discontinued," "Pending," and "Suspended" in the highest drug phase?
A:
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Pending: This status means there have been no updates on the drug’s development phase for the past 18 months (sometimes up to two years). It suggests the drug may not be actively progressing but isn’t definitively terminated.
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Discontinued: This clearly indicates the drug’s development phase has been officially stopped.
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Suspended: This means the drug’s development is temporarily paused, often due to safety issues or regulatory reasons. Unlike "discontinued," suspended drugs might resume development once the problems are resolved.
Q: How does the superstructure search in the chemical database work, especially for identifying starting materials?
A: The superstructure search treats the initial chemical structure as a "superstructure" and looks for substructures within it. Instead of expanding the original structure outward, it finds and retrieves results based on smaller substructures contained within the larger superstructure. This helps identify potential starting materials related to that framework.
Q: What is the IN_FACET search field in Patsnap? What does FACET signify?
A: IN_FACET is a search field used in Patsnap's platform to perform exact-match searches, typically triggered when clicking on links like an inventor's name in patent view. The term FACET indicates that the search will look for an exact match, similar to using quotation marks around the search term.
Q: How can I change the column width of search results in Table view?
A: It is currently not possible to change the column widths directly within the search results page in Table view. However, you can adjust column widths when working within a Workspace, where this feature is supported.
Q: Why do search results show non-WO family patents even when WO publications exist as representatives?
A: WO publications may not appear because they don’t match the search query, while other family members do.
Q: Is the Patent Term Adjustment (PTA) in PatSnap taken from the USPTO or calculated by PatSnap?
A: The PTA data comes from the USPTO. PatSnap does not calculate PTA but uses it for estimating expiry dates.
Q: How can I share a PatSnap workspace with others in my organization or with IP counsel who don’t have PatSnap accounts?
A: Use the workspace “Share” button, then under the “Public” tab, generate a shareable link for non-users.
If this option is greyed out, an admin needs to enable “All External Organizations” access in Admin Settings > Grant tab.
Q: Can I merge inventor name variations (like full middle name vs. middle initial) in PatSnap analysis to avoid duplicates?
A: Yes. Use the Inventor Name Editor to manually edit and merge inventor names so variations are combined and not listed separately.
Q: Can I search amino acid sequences containing non-natural amino acids in PatSnap?
A: Yes, you can. Use the modification search feature to include non-natural amino acids (e.g., Hyp, Cha) by selecting them from the "Non natural amino acid" section and specifying their position in the sequence.
Q: What is the login site for customers on the EU server?
A: The login URL for EU customers is: https://account.patsnap.eu/
Q: Is the value reported by PatSnap for an individual patent or for the full patent family?
A: The valuation shown in PatSnap is calculated at the simple family level, so all patents within the same family share the same value.
Q: How can I find the original search query for my PatSnap alert, especially if it’s tied to a workspace?
A: If your alert is linked to a workspace, go to the workspace and look under the "Automatic update" tab. There, you’ll see the query if one has been set. If not, you can enter a new one to enable automatic updates based on a search query.
Q: How are the ‘most relevant’ family members determined in PatSnap’s grouping settings?
A: The most relevant family member is selected based on how well it matches the search query, using the same relevance algorithm applied to general search results. If multiple family members have the same top relevance score, one is randomly chosen to represent the group.
Q: Is there a maximum number of sequence hits returned in a PatSnap biosequence search?
A: Yes, the number of results depends on the settings you choose. You can retrieve up to 5,000 sequences by default, but there's also an option to increase this to as many as 50,000 sequences.
Q: Why don’t all my workspace records appear in the patent landscape view?
A: The landscape view may exclude certain patents if they lack key data, such as IPC or CPC classification codes. These codes are required to generate the visualization, and if they are missing (often due to limitations in official data sources), the corresponding patents won’t be included. If you have a premium license, you can visualize up to 50,000 patents from a workspace, provided they contain the necessary classification data.
Q: Can I export all the images from a design patent specification?
A: Currently, only the thumbnail (first) image can be exported directly. To access all images from a design patent, the best workaround is to download the full PDF of the patent, which contains all associated visuals.
Q: Can I export only the patents that were automatically added to a folder, excluding those I added manually?
A: There’s no direct filter for this, but a good workaround is to sort your folder by the “Date Added” field. If you know when you manually added the initial patents, you can export only the entries added after that date—these would typically be the ones automatically included. You can enable the “Date Added” column from the “View Settings” > “Custom Fields” menu.
Q: Is there a way to search for patents that have opted out of the European Unified Patent Court (UPC) on Patsnap?
A: Yes, you can search for patents that have opted out of the UPC by using the field called Status of Unified Patent Court (UP_STATUS) in Patsnap’s search filters. This allows you to identify patents with opt-out status without needing to check individual patent numbers on the UPC website.
Q: Why do PatSnap’s priority dates for some publications differ from the USPTO’s Patent Center data?
A: PatSnap separates the patent’s own “priority date” from the “earliest priority date,” which is the earliest related application date (e.g., PCT, provisional). If the patent’s priority date is missing, PatSnap does not replace it with the earliest priority date. This causes differences but is not an error.
Q: Can PatSnap provide the “time from initial application to abandonment” for certain companies?
A: PatSnap doesn’t offer an automated way to calculate this directly. However, you can filter patents by company and legal status “Abandoned” and then use Custom Analysis to plot “Application Date” against the year of abandonment. This lets you estimate the time between application and abandonment by visually comparing those dates.
Q: How can I right-truncate a patent classification in PatSnap search?
A: Wildcards don’t work with classification codes. Instead, enter the main classification code (e.g., H01M50) without a wildcard to include all subclasses and narrower codes automatically.
Q: How is the tech relevance score determined on Discovery?
A: The tech relevance score is calculated using a scoring system defined by the original product manager. The algorithm first counts how many relevant documents exist for each entity, then normalizes these counts to a standard scale, and finally combines them based on the importance of each factor to produce a final relevance score.
Q: Can I download multiple PDFs in bulk or only one by one?
A: After conducting your patent search and arriving at the results page, click the "export" button near the top right. On the export page, select the PDF option under "export format," choose the desired fields, and click the green "Export" button. You will then be able to download a zip file containing all the selected patent PDFs along with an Excel file listing the fields and links to each PDF. This allows you to download multiple PDFs in bulk.
Q: When entering a publication number in PatSnap, can I see if this publication is already saved in one of my workspaces and which one?
A: Yes. After searching for the publication number and reaching the results page, you can add the “Saved to workspace” field by clicking on the “Set field display” button. This field will indicate whether the patent is saved and specify which workspace it is in.
Q: How can I find a list of all deals from the past 2 years on Synapse that have an upfront amount disclosed?
A: Use the "Deal" search in Synapse. Set your custom date range to cover the past 2 years and select "Yes" next to the filter "Amount Fully Disclosed." On the results page, you can view the "Upfront Payment" section to see the disclosed upfront amounts.
Q: Is there an option in PatSnap to translate inventor names from Chinese to English?
A: Currently, PatSnap does not have a built-in option to translate inventor names. You can export the data and use a browser translator or an external translation tool to translate the names into English.
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