Exports and Reports

This chapter addresses the following topics.

Selecting Records for Export

Records may be selected for export from a result set or a work file.  Please see the following chapters for details on selecting records for export.

Finding Your Way Around

The Exports and Reports panel is shown below.

Patent Result Set Features

                        (1)   Delivery Options

                        (2)   Available Fields

                        (3)   File Format Options

                        (4)   Selection Options

                        (5)   Samples

                        (6)   The Exports & Reports Preferences link

                        (7)   The Exports & Reports Help link

                        (8)   The Create button

                        (9)   The Cancel button

                   (10)   The Make These My Default Preferences checkbox

Selection Options

Use Selected Records is selected by default.  To change your selection to include all records on your result set, click the Use All Records radio button.

File Format Options

The following table details and describes the available export formats.

Format samples are available for download and examination.

 

File Format

Description

Comma-Separated (.CSV)

filename.csv

CSV (Comma Separated Values) A file type that uses commas to separate data fields and line breaks to separate records.

View in a spreadsheet program, such as Excel.

Download format sample

Tab-Separated (.TSV)

filename.tsv

TSV (Tab Separated Values) A file type that uses tabs to separate data fields and line breaks to separate records.

View in a spreadsheet program, such as Excel.

Download format sample

Text (.TXT)

filename.txt

TXT (Text) A file type that consists of plain ASCII text without bolding, italics, underlining, colors, or graphics.

View in any program that reads ASCII text, such as Notepad.

Download format sample

HTML

filename.html

HTML (Hypertext Markup Language) is the basic language used to write web pages.

View in a web browser.

Download format sample

HTML with Table of Contents

filename.html

Same as above, but includes a hyperlinked table of contents.

View in a web browser.

Download format sample

ResearchSoft (RIS)

filename.ris

Proprietary file type for use in Thomson ResearchSoft products, software tools for publishing and managing bibliographies on the Windows and Macintosh desktop.

Click here for information about Thomson ResearchSoft

Download format sample

Note that when Thomson Innovation-generated RIS files are imported into ResearchSoft, the UTF-8 character set must be selected in ResearchSoft so that non-Latin characters display correctly.

Spotfire

filename.csv

A CSV variant for use in TIBCO Spotfire Analytics.

Download format sample

BizInt Smart Charts

filename.csv

A CSV variant for use in BizInt Smart Charts for Patents.

Download format sample

PDF

filename.pdf

PDF (Portable Document Format) A proprietary format from Adobe that enables a document to be distributed on different systems while preserving the formatting.

View in Adobe Acrobat or Acrobat Viewer.

Download format sample

RTF

filename.rtf

RTF (Rich Text Format) A standard, non-proprietary format for storing text produced using word processing software, allowing more manipulation of format than simple ASCII text.

View in a word processor, such as MS Word.

Download format sample

XML

filename.xml

XML (Extensible Markup Language) An open standard for exchanging structured documents and data over the Internet.

View in a web browser.

Download format sample

 

Content & Format Options

Selecting Fields

After selecting a format, select the fields you wish to appear in your exported file, and the order in which you wish them to appear.  The default fields and order appear in the Chosen Fields box.  If you wish to accept the default, do nothing and proceed to Delivery options.

Notice that the options displayed in the Available Fields list are shown either in blue text or in black.  Options shown in blue text are groups of fields called Field Sets.  Options shown in black text are individual fields.

To add a field or group of fields to the Chosen Fields box, first select a Field Set in the Available Fields box, then click the Right Arrow

To remove a field from the Chosen Fields box, first select it in the Chosen Fields box, then click the Left Arrow

To change the relative position in which a field appears in your exported file, first select it in the Chosen Fields box, then use the Up and Down Arrows to move it within the list of fields.

 

Field Set Availability by Content Type

Format Type

Available Field Sets

 

Comma-Separated (.CSV)

X

X

X

X

X

X

X

X

X

X

X

Tab-Separated (.TSV)

X

X

X

X

X

X

X

X

X

X

X

Text (.TXT)

X

X

X

 

X

X

 

 

 

 

X

HTML

X

X

X

 

X

X

 

 

 

 

X

HTML with Table of Contents

X

X

X

 

X

X

 

 

 

 

X

ResearchSoft (RIS)

 

 

 

 

 

 

 

 

 

 

 

Spotfire

 

 

 

X

 

 

X

X

X

X

X

BizInt Smart Charts

 

X

X

 

 

 

 

 

 

 

X

PDF

X

X

X

 

X

X

 

 

 

 

X

RTF

X

X

X

 

X

X

 

 

 

 

X

XML

X

X

X

 

X

X

 

 

 

 

X

 

 

Field Set Definitions

Exports & Reports Field Set Contents

Field Set Name: Brief

Title

Publication Number

Assignee/Applicant

IPC - Current

Publication Date

Field Set Name: Biblio

Priority Number

US Class

Publication Number

Application Date

Priority Date

Application Number

Assignee/Applicant

Derwent Class

Derwent Manual Codes

IPC - Current

Publication Date

Title

ECLA

Count of Cited References

Priority Year

Inventor w/address

Field Set Name: Biblio+Abstract

Priority Number

US Class

Publication Number

Application Date

Priority Date

Application Number

Assignee/Applicant

Derwent Class

Derwent Manual Codes

IPC - Current

Publication Date

Title

ECLA

Count of Cited References

Priority Year

Inventor w/address

Abstract

Field Set Name: Assignee Report

Country code

US Class

Publication Number

Application Date

Application Number

Priority Date

Assignee Count

Publication Year

Assignee/Applicant

Inventor First

Publication Kind Code

Publication Date

Title

Inventor Count

Count of Cited References

Priority Year

Application year

Field Set Name: Family Member Report

Title

Derwent Family

US Class

Abstract

INPADOC Family ID

Assignee/Applicant

Publication Date

Field Set Name: Fam Mem & Legal Status Report

Title

Derwent Family

US Class

Abstract

INPADOC Family ID

Assignee/Applicant

Publication Date

INPADOC Legal Status Code

Maintenance Status (US)

INPADOC Legal Status Date

Related Applications

INPADOC Legal Status Text

Reassignment (US)

INPADOC Legal Status

INPADOC Legal Status Impact

Field Set Name: Forward Citation Report

Country code

US Class

Publication Number

Application Date

Application Number

Priority Date

Assignee Count

Publication Year

Inventor First

Assignee/Applicant First

Publication Kind Code

Publication Date

Title

Inventor Count

Count of Cited References

Application year

Priority Year

Field Set Name: Backward Citation Report

Country code

US Class

Publication Number

Application Date

Application Number

Priority Date

Assignee Count

Publication Year

Inventor First

Assignee/Applicant First

Publication Kind Code

Publication Date

Title

Inventor Count

Count of Cited References

Application year

Priority Year

Field Set Name: Primary IPC Report

Country code

US Class

Publication Number

IPC Class First

Application Date

Application Number

Priority Date

Inventor First

Publication Year

IPC Subgroup First

Publication Date

Count of Cited References

Application Month

Application year

Priority Year

Publication Month

IPC Subclass First

Assignee Count

Assignee/Applicant First

Publication Kind Code

Title

IPC Class Group First

Inventor Count

IPC Section First

Priority Month

Field Set Name: Complete IPC Report

Country code

US Class

Publication Number

IPC Class First

Application Date

Application Number

Priority Date

Inventor First

Publication Year

IPC Subgroup First

Publication Date

Count of Cited References

Application Month

Application year

Priority Year

Publication Month

IPC Subclass First

Assignee Count

Assignee/Applicant First

Publication Kind Code

Title

IPC Class Group First

Inventor Count

IPC Section First

Priority Month

IPC Subclass

IPC Class Group

IPC Class

IPC Section

IPC Subgroup

Field Set Name: Derwent Record

Derwent Update

Priority Number

ECLA

US Class

Derwent Title

Derwent Title Terms

Priority Date

Assignee Derwent Code

Inventor Derwent

Derwent Manual Codes

Derwent Class

Assignee - Derwent

 

Create Duplicate Records

Check this box to create a separate record for each entry in a field that contains multiple values.

For example, you wish to sort your exported data by Inventor name, but some of the records contain multiple names in the Inventor field.  Check this box to create multiple records that differ only in that each has a single, unique Inventor name.

An export file may contain duplicate records for only one multiple-value field.  After checking the checkbox shown above, use the Chose Field list, shown below, to select the field you wish to use.

 

Delivery Options

The default Delivery Options are shown above.

You may either download your exported file to your desktop, or have it delivered as an email attachment to yourself or others.

Download

By default, your export file is a single file, compressed using the ZIP format.

If you wish to receive your file in its uncompressed form, uncheck the Compress File as ZIP checkbox.

Then, click the Create button

Email

To have your exported file delivered to yourself or others as an email attachment, check the Email radio button.

Enter one or more email addresses in the Exports & Reports text box.

Alternatively, press the Identify Users & Individuals button to display the Select Groups & Individuals panel, shown below.