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Export

Extended Export in the Invention Navigator Portable Premium

As a Premium user new extended export options are available to you with the Invention Navigator Portable 3.0.0. You can select which patent family members (documents) are transferred into an Excel or Word report. You can export one or more documents of a family by using a selection list or pre-defined filters.

The CSV download is suitable for the export of large quantities of patents. The patent information to be exported is separated by commas/semicolons. When using the Excel/Word export, the patent information required can be selected according to your wishes. The amount of patents to be exported is limited to 2000 patents.

The PDF export allows you to download previously selected full texts as a PDF files. Currently this is limited to 25 printed matters.

Selecting patents in the result list

Prior to starting the export you will have to select the patents to be exported in the result list.

Selected patents are highlighted yellow in the result list. Once patents are displayed in the result list, (e.g. after opening a result list) the top result will be displayed by default.

Select all patents in a result list:

Simply click a result in the list and press Ctrl + A. Please ensure that you don't click on the abstract, as then only the entire abstract will be selected. All results of the displayed list will be selected.

Select individual patents in the list:

Hold down the Ctrl key and select the desired entries.

Select an area of patents:

Click on a result in the list, hold down the Shift key and click the patent up to which you would like to select.

Excel/Word Export

The Excel and Word Export enables you to select required patent information prior to exporting (see screenshot).

Export options are outlined below:

Image	Exports the image of the patent’s title list
Patent family	Publication numbers of all family members. Select how many family members should be maximally exported
Title	Exports the title of the patent in the selected language
Simplified legal status	Exports the simplified legal status as symbolically outlined in the result list, e.g. granted, published, dead, etc.
Abstract	Exports the Abstract of the selected patent
Legal status of the patent family	Exports the legal status of the family members. In order to use this feature, “Patent family” must be selected.
Filing date	Exports the filing date of the selected patent
IPC/CPC	Exports the IPC/CPC of the selected patent
Application date/number	Exports the application date and the application number of the selected patent
Priority date	Exports the priority date of the selected patent
Publication date	Exports the publication date of the selected patent
Citations	Exports the amount of forward citations (I.e. publications which cite the selected document)
Opposition date	Displays the opposition period (for DE and EP patents)
Priority	Exports the number of the patent which was filed as a priority
Date of grant	Exports the date of grant of the selected patent
Applicant	Exports the applicant’s name
Foldername which contains patent	Exports the name of the folder (incl. path) the patent family or the SIP-Patent was assigned to
Inventor	Exports the name of the inventor
Internal family-ID	Exports the internal family –ID, generated by SIP. Shows which exported patents belong to one family.
PDF download link	A PDF-download-icon is displayed in the Excel sheet. No Invention Navigator access is required to open the patent document
Don’t export link	By default, a link is attached to each patent number. Clicking the number will open the web-view on the SIP website. Here additional information regarding the patent is displayed (images, claims, descriptions, patent family). You do not need an Invention Navigator license to access this information.
Last status comment from patent family	The last (most current) comment assigned to the patent family for which you have at least reading rights is selected and exported
Last status comment from document	The last (most current) comment assigned to the document for which you have at least reading rights is selected and exported.
Highest status comment from patent family	The highest comment assigned to the patent family for which you have at least reading rights is selected and exported.
Additional fields	If you want to export the contents of the additional fields, check the respective boxes.

Perform export

After having selected the hits to be exported in the result list, start the export (Excel, Word, PDF) and selected the fields to be exported, click the button „Select family members“. A new window will open.

In this window the selected patent families with all family members are displayed. The family member from the result list is already selected. In addition to the patent numbers you can also show the title, the application date, the publication date by selecting the respective check boxes in the list. By checking the boxes next to the patent number you can select additional documents to be exported. If you do not want to select the individual family members manually, other filtering and searching options are available to you.

Delete: by clicking the „Delete“ button all boxes from the list of patent families are unchecked and no more documents are selected.

Reset: by clicking the „Reset“ button all boxes are unchecked and reset to the original selection according to the result list.

All/ Show selected: by clicking the „Show selected“ button only the selected family members are displayed. If this button is activated and the list filtered accordingly, the button description will change to „Select all“. If you now click this button, the filter is reset and all family members are visible again. The button description will change accordingly.

All: by clicking the „All“ button you select all family members. The selection can be removed by clicking the „Delete“ button.

In the bottom row you can see buttons which open selection assistants.

Selection assistant

By using this button you open a new window in which you can appy rules that determine which family members you want to export. In the left column all the offices containing available family members for the export are displayed. If you select a country, you can see in the middle column which publications (granted patent, application, utility model) are available. Select the desired publication (e.g. granted patent) and click on the arrow button between the middle and right column. The selection is transferred. You can change the order of the entries in the right column. According to the order the family members to be exported are selected.

Example: If the order DE-granted patent, DE-application, DE-utility model, EP-granted patent, US-granted patent is selected, then the DE-granted patent of a family is exported. If the patent families do not contain a DE-granted patent but contain a DE-application then the DE-application is exported. If, for example, a family contains multiple US-granted patents, then they will also be exported.

By clicking the „Minus“ Icon you can remove the publication types. By clicking OK the selection rules are applied and the window „Select family members“ is updated. The patents selected via the selection assistant are displayed in the list. Click the OK button to apply your selection.

Kind Code

By using this assistant, you can select which kind of documents of an office (e.g. DE A1, DE B2, EP A1) should be exported. After the selection you can see the same selection options known from the search. The difference of this assistant in comparison to the selection assistant is that when selecting DE A1, DE B4, both documents will be exported and not only the kind of document which is ranked higher in the list.

Patent number selection

If you carry out a number search it may occur that the number searched for is not displayed in the title list. If, for example, you have entered an application number, the searched document is not displayed in the result list but the application is found. According to the logic of the title list, you can see the granted patent document if it was already published. If you would like to export exactly these searched numbers, click the button „Patent number selection“. A new window opens. Copy and paste the searched numbers from the number search into the field. After confirming your action with OK, these publications are selected in the „Select family member“ window and can now be exported.