Semantic Search

The semantic search assistant allows you to find patent documents based on freely entered text.

All you need is to copy and paste one or a couple paragraphs extracted from an invention disclosure, a journal article, or any excerpt of text describing your technology of interest. Once this is ready, you can select your collection of preference (Fampat or Fullpat) and launch your search.

The system will then extract the main concepts from your text and will run a concept-based search utilizing the similarity search and concept weighting algorithms in the background.

Here are a few tips for better results:

•           Text should be at least a few lines long (a paragraph).

•           For best results use a 100-300 word text, without any irrelevant noise, preferably starting with an informative title.

•           The text does not need to be coherent or make sense to the ear. It should include the main keywords (concepts) you are looking to search for.

•           Beware of typos for important words.

•           A lot of text describing the same ideas using different words/synonyms will give better results.

•           Use English text whenever available. This helps to avoid any translation errors as non-English text is translated by a 3rd party service provider.

Alternatively, instead of launching the search right away, you can use the Custom search wizard which is located at the bottom right corner of the text box. This will allow you to run a much more tailored semantic search with the help of a couple steps described below.

Selecting concepts

Using the previously indicated text, concepts have been extracted and are shown in the selection window.

Some concepts are already checked off; you can uncheck them and/or check off others.

The Search more concepts function can be used to search for additional concepts. To do so, you will need to enter a keyword in English or another language and click on Search. The relevant concept tree appears. You can drill down in the tree by clicking the arrows, then checking off one or more concepts that you want to add to the previous list. The OK button confirms your choice, the Cancel button closes the window without confirming the selection.

The X at top-right closes the concept selection window without adding any concepts.

The Next button confirms your concept selection and takes you to the next step.

Selecting relevant documents

Selecting the concepts causes a list of relevant families to appear. This list was generated using the similarity function. The list is ordered according to Relevance Score (RS).

By default, the list is displayed as a "detailed list" with the abstract and cover page.  This cannot be changed.

Clicking on a family's title brings up bibliographical information.

Families are selected by checking the selection boxes. 

The  arrows at the bottom of the window are used to navigate between families.

The arrows at the bottom of the window are used to navigate between pages.

The Browse in Orbit button lets you display all families in the Search module's hitlist. From this hitlist, you can change how it is displayed, incorporate families into lists, export certain families, etc. You have now left semantic search.To return to semantic search, you will need to select the search assistant in the Menu tab and repeat the free-form text selection and concept selection steps.

The Back button takes you back to the concept selection step./

The Search button confirms the selection of relevant families and launches a "more like this" search based on them.This button is accessible once a family has been selected.

Search similar patents

A similar patent search has been performed on the selected relevant families. The "more like this" search uses the CPC codes assigned to a particular patent in order to automatically find all patents classified with the same code(s), as well as the IPC codes, US codes (PCL field), citations (citations in common, cited and citing patents), extended family (priority numbers in common), and concepts.

The results are sorted by relevance, and the Relevance Score (RS) is displayed.

The KWIC tab is used to highlight the criteria considered to be similar. Those criteria are bolded.

Number Search

The Number Search allows searching for one to several hundred numbers at a time, either publications, application or priority numbers. For publication numbers, the detect and display patent numbers format option simplifies the entry of numbers.

Using the number search assistant, similarity search based on classifications (CPC, IPC, PCL), concepts and citations as well as an extended family search option are available.

The FamPat collection is the default.  You can elect to search in the Fullpat or Fulltext collections.  Collection lists may be displayed as an option in your User Settings. 

The results list appears automatically after running the search.

Please note that the left menu is retractable by a click on the button.

The question marks will allow you to open up help menus to make it easier to use the assistant. 

The Coverage Details link takes you to Questel’s corporate site where you can view the latest update information for Fullpat, FamPat, and the Fulltext collections.

The Guide & Tutorial link will open a new page or tab with links to online tutorials and Orbit-related user guides.

 The FamPat fact sheet is also available for download and includes all the indices for the FamPat Collection.

 

At the top of the page, you have an input field for a quick search symbolized by a magnifying glass. You can directly enter a keyword or a name: the search will be performed in text fields + applicant + inventor. The hyphens are automatically replaced by the joint operator. A list of words in English and French was edited so that certain words are automatically deleted (e.g. the, a, to, is, in, with, by, an, for, of, be, on, are, which, from, as, at, that, has, when, where ...).  If a field is specified, the search will be conducted specifically on that field. You can use truncation and operators.

If you enter a number, the nature of it will be recognized and research will be done on the number search fields of publication, application or priority, unless you specify a different field.

If you enter a part of a classification code, it will be searched in the IPC and CPC classification fields.

Clicking on the arrow at the end of the line will display your search history in a dropdown menu. By clicking on the number of results, you will display the list of results.

The arrows at the bottom of the page allow you to navigate from page to page. The double arrow to refresh the contents of the history.