Summary Report Tips

Select the options you would like to use to generate a new Summary report.

You can launch the LexisNexis PatentOptimizer® Summary Report feature by selecting Reports on the Home page.

Configure Summary Report Options

ValueDescription
Select report configSelect the desired configuration from this drop-down list.
Advanced settings

Optionally, select this toggle to select advanced settings for:

  • Claim Analysis
  • Description Analysis
  • Drawing Analysis
  • Claim Chart

See descriptions below.

Report format

Complete the following fields:

  • File type - Select the desired type from the drop-down list.
  • Author - Enter the name if it is not already included.
  • Client - Enter your Client ID if it is not already included.
    Note: By default, if you have previously set your Client ID, the same value will be carried over to the Client field. However, if needed, you can change this value, as it is not required to match the Client ID.
Include

Select the checkboxes for each of the following you wish to include in the report:

  • Table of contents
  • File name
  • Page/line numbers (associated with the detected phrases and claims)
Attach Drawings (optional)

To upload drawings, you may:

  • Drag and drop selected documents into the upload area (Upload).
  • Select browse to navigate to and select the desired documents.
Note: File types may include docx, pdf, pptx, vsdx. A paper clip above the file-type logo indicates the document is attached.

Advanced Options (Claim Analysis)

ValueDescription
Select allSelect this to select/deselect all checkboxes for Claim Analysis options.
Claim countsSelect this to generate the following report totals:
  • Independent Claims
  • Dependent Claims
  • Multiple Dependent Claims
  • Improper Multiple Dependent Claims
Word element countsSelect this to generate counts for the following report columns:
  • Claims
  • Words
  • Elements
Claim Tree

Select this to illustrate the structure of your patent document's claims section in tree format, with each claim listing constituting a separate branch indented and assigned an icon per the claim's relationship status, as follows:

Claim Tree

Bubble diagramSelect this to generate the structure of your patent document's claims section in bubble format.

Bubble Diagram

Claim gridSelect this to generate the structure of your patent document's claims section in grid format. You can select any point within the grid to highlight relationships from that point forward.

Claim Grid

Claim errorsSelect this to display error information in these report columns:
  • Claim
  • Error
Antecedent basis analysisSelect this to show a list of elements included in the claims section with a reference to the claim number. Options include:
  • Strict

    Select to have the service treat shortened or modified recitations (including plurals) of an element as an instance of the original element.

  • Non-Strict

    Select to not have the service treat shortened or modified recitations (including plurals) of an element as an instance of the original element.

Report columns include:

  • Claim
  • Problem
  • Element
  • Dsc
  • Part
Case reference annotationsSelect this to generate the following columns in the report:
  • Term
  • Case References
    Note: When reviewing case reference annotations in the Summary Report, you may encounter a More Available link. Click on that link if you wish to retrieve all of the annotations associated with the selected term/phrase.
  • Location
Patent profanitySelect this to generate the following columns in the report:
  • Term
  • Definition
  • Location
Unclaimed element-like expressionSelect this to generate the following report columns:
  • Term/Phrase
  • Location
Unsupported terms and phrasesSelect this to generate the following report columns:
  • Term
  • Claim
  • Location

Advanced Options (Description Analysis)

ValueDescription
Select AllSelect this option to select/deselect all checkboxes for Description Analysis options.
Title/Abstract errorsSelect this to generate information in the following report columns:
  • Section
  • Status/Error
References with post-issuance activitySelect this to generate the following report columns:
  • Reference
  • Post Issuance Activity Details
  • Location
Missing part numbersSelect this to generates the following report columns:
  • Part Names
  • Suggested Numbers
  • Location
Measurement conversion errorsSelect this to generate the following report columns:
  • Current
  • Suggested
Inconsistent Part LabelsSelect this to generate the following report columns:
  • Number
  • Part Names
  • Location
Patent profanitySelect this to generate the following report columns:
  • Term
  • Definition
  • Location
Acronym errorsSelect this to generate the following report columns:
  • Acronym
  • Definition
  • Error
  • Location
Case reference annotationsSelect this to generate the following report columns:
  • Term
  • Case References
  • Location
Parts with multiple numbersSelect this to generate the following report columns:
  • Repeated Part Names
  • Part Numbers
  • Location
User dictionariesSelect this to generate the following report columns:
  • Term
  • Definition
  • Location

Advanced Options (Drawing Analysis)

ValueDescription
Select AllSelect this to select/deselect all checkboxes for Drawing Analysis options.
Drawing errorsSelect this if you wish to include descriptions of drawing errors. For example: Figures 2 and 1 may be out of order.
Figures missing from spec or drawingsSelect this to generate the following report columns:
  • Figure
  • Dsc
  • Drawings
Parts index from description and drawing sheetsSelect this to generate the following report columns:
  • Part #
  • Name
  • Dsc
  • Any
  • Corresponding Fig #
Parts missing from spec or drawingsSelect this to generate the following report columns:
  • Part #
  • Name
  • Dsc
  • Drawings

Advaned Options (Claim Chart)

ValueDescription
Select AllSelect this to select/deselect all checkboxes for Claim Chart options.
Claim chartSelect this to include the claim chart in the report.
Independent claims onlySelect this to generate an Elements column with a list of elements.
Separate list of elementsSelect this to generate the Elements report column.
Part numbersSelect this to generate the Parts report column.
Support in disclosureSelect this to generate the Support in Disclosure heading with the following report columns:
  • Context
  • Location

Report Format Options

ValueDescription
File typeSelect the desired file type from the drop-down list.
AuthorBy default, this field is pre-populated with the name associated with your sign-in credentials. If needed, you may edit this field.
ClientBy default, if you have previously set your Client ID (see navigation bar), the same value will be carried over to the Client field. However, if needed, you can change this value, as it is not required to match the Client ID.
Table of contentsSelect this checkbox to include a table of contents in the report.
File NameSelect this checkbox to include the file name in the report.
Page/line NumbersSelect this checkbox to include page and line numbers associated with the detected phrases and claims.
Attach drawings (optional)To upload drawings, you may:
  • Drag and drop selected documents into the Upload area (Upload).
  • Select browse to navigate to and select the desired documents.

File types may include docx, pdf, pptx, vsdx.

Note: The paper clip included with the file-type logo indicates the Drawings document is attached.

Report Confirmation

After you are finished selecting all options for your reports, the Create report page requires you to confirm your selections for each report.

ValueDescription
Report nameThe name of the report.
Edit settingsSelect this link to modify any configuration options for the report. The application returns you to the Configure Summary Report options page.
Document nameListed are the names of the documents that will be included in the report.
TrashSelect this to delete a document you no longer want to include in the report.
Delete user entered data once reports createdFor this capability, you have two options:
  • Turn this toggle off if you want to retain your provided input on the Setup Report page after generating your reports.
  • Keep this toggle on if you want to automatically delete your provided input from the Setup Report page after creating your reports.
CreateSelect this to generate the reports.

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