Exporting From A Search
Once you have a set of search results that match what you want, you can, of course, view them inside of AcclaimIP. But often, a user is doing research for someone else that does not use AcclaimIP. That's where exporting comes into play.
There are several different ways to export data, and many options for what data you want to export. Below are the main export options from a Search Results grid.
From a Search Results grid, there is an Export option on the top toolbar. Do note that what you see here will depend on your seat level, but there are the following options:
-All - allows you to export up to the first 50,000 documents in your Search Results, depending on several things
-Selected - allows you to select which documents you want to export from a Search Results set
-AQX Exports - this option is generally only useful for those AcclaimIP users that are also AQX users, but can be useful for others in limited situations
-Patent Reports - this is a much more limited type of export
-Statistics/Facets - this exports some of the Filters that you see on the Refine Search panel, and the counts therein
-Forward Rejections - if you have added Forward Rejections to your account, you can export this data in a unique and useful way
-Reverse Rejections - if you have added Forward Rejections to your account, you can export this data in a unique and useful way
When you export all or selected rows from the Export menu, you can export a great deal of different fields, counts, and meta values (see the Export Manager section below).
Selecting All will give you two options:
1) Records - will take you to the Export Manager to decide what fields from the up to 50,000 records you would like
2) Patent PDFs (limit 1000) - will export the authority patent PDFs into a zip file
In both of the above cases, the limits are from the very first record on the very first page. So, for example, if you have 100 records per page, and you export the Patent PDFs, the system will export the PDFs from the records on pages 1 - 10.
Exporting selected rows is exactly like the Exporting All rows, except that the user is the one that selects which records to export. The limits are still there, but instead of taking the first, say, 10 pages, the system allows you to click the check mark box and export those records that you check. So you could check 10 records on the first 100 pages, and then export the PDFs, for example.
Note that for AQX users here, you do have the three additional options. The AQX Exports (see section below) is for exporting All records.
The Export Manager is where you choose what fields you want to export. There are many to choose from, although you cannot export every piece of data that is available in AcclaimIP. For example, if you want to export the specifications, the best choice is to export the Patent Analysis Report as a link. We don't give you the option to export the specification, since an entire specification will not fit inside a single spreadsheet cell.
1) From here, you can select what format of spreadsheet you would like to export (.CSV, .XLS, or .XLSX). We recommend .CSV, because this allows for the highest number of documents.
2) Note that if I am trying to export more than the limit, the system will let me know that the export is limited. In this case, I have selected some fields that have an asterisk ( * ) next to the field name. The handful of fields that have this asterisk by the name limit the number of documents you can export.
3) You can create profiles to save which fields you want to export. For example, you may have a project that you want only one or two fields, and then another project that you need 20 fields for. Having to select the fields every time you do an export can be tiring, so we give you a way to create profiles (and you can name them anything that is logical to you). Click the dropdown arrow to choose from the list of already created profiles, or to create a new profile.
4) This is where you would save the profile once you have created it, or save changes to an existing profile. Note that you can also click the dropdown arrow to "Save As" if you want to copy the profile. For example, if you have two different projects that both have the same 30 fields, but one has 2 extra fields, you don't want to have to go an click through all 30 fields again. You can simple click "Save As" to create the new profile, then add those additional 2 fields, and click "Save" to update that new profile.
5) The Selected Columns are what fields will be exported. As you check a box next to a field, it will be added to the Selected Columns area. Note that you do not have to check the boxes in any particular order. Once you have the fields checked, you can left click and hold the Selected Column bar and drag them into whatever order you would like. The order from top to bottom is the way the columns in your spreadsheet will be presented from left to right.
6) Once you have everything the way you want it, simply click Export, and the system will export your requested data.
For those users that have AQX, this export set allows you to import document numbers and data into AQX easier. Even for those without the AQX software, this can be useful. For example, the "Patent Onboarding (limit 500)" feature exports a list of patent numbers, comma separated, that you can copy/paste into other documents or systems.
The 3PP Baseline Fields is a set of columns specifically formatted for importing into certain places in AQX (such as Hyperview). This is not very useful for users that do not have AQX, but you are certainly welcome to export from here if you want!
The Patent Reports section of the exports gives you two very specific kinds of downloads.
1) The Research Report - this is a quick summary of the patent (abstract, first claim, representative image, etc.). The limit here is the first 200 patents in your Search Results, and you can get most of the same data through the Export Manager (All/Selected sections), but some clients prefer this format.
2) The Information Disclosure Statement - often, clients use AcclaimIP for a prior art search that they are submitting to a particular authority. The IDS here is for the USPTO, and uses their official form. That way, it saves you a tremendous amount of time by pre-populating the patent document data in the IDS, and you just have to fill out the data such as your address and reference number.
The Statistics/Facets section of the exports gives you a way to export some of the main facets from the "Filters" section of the Refine Search panel, and the counts for those facets. While it does not allow you to choose which ones you want, it can be very useful to include in a report about a particular search. The below screenshot is what the spreadsheet looks like once exported. Notice the different tabs on the bottom row, that match the various filters they are taken from.
The Forward and Reverse Rejections sections of the exports gives you a spreadsheet based on the forward/reverse rejections of the first 1,000 patents in your Search Results set. The screenshot below is of what the Forward Rejection spreadsheet looks like once exported (the Reverse Rejection spreadsheet is very similar).
A few things to note here:
1) You can export the spreadsheet in different formats, but the limit is always the same.
2) The "limit 1000" means the first 1,000 documents in your set. It does not mean the first 1,000 forward rejections. For example, if the first 1,000 documents each had two 102 rejections and three 103 rejections, you would be exporting a spreadsheet with 5,000 rows (two 102s plus three 103s times 1,000 documents).
3) Forward and reverse rejections are US only, but the system doesn't care if there is a mix of US and other countries in your search set. The system would just ignore any country outside of the US (and any US documents that do not have forward or reverse rejections).
However, keep in mind that the limit still applies to the first 1,000 documents. So if your Search Results set has only 1 US document in the first 1,000 documents, but then all US documents after that first 1,000 documents, the system would only pull the forward or reverse rejections from that 1 US document in the first 1,000.