Important: The Term Analysis Report is only available in LexisNexis PatentOptimizer® for Litigators.The Term Analysis Report generates a new document containing information pulled both intrinsically (from within the source document)
and extrinsically (from other data in LexisNexis PatentOptimizer® ). Because the analysis being performed are very deep, it sometimes
takes quite awhile for the new document to be generated.
Value Description Select report config Select the desired configuration from this drop-down list. Advanced settings Optionally, select this toggle to select advanced settings for:
Intrinsic Evidence Extrinsic Evidence Claim Chart See descriptions below.
Value Description 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. Table of contents Select this checkbox to include a table of contents in the report. File name Select this checkbox to include the file name in the report. Page/line numbers Select this checkbox to include the page and line numbers associated with the detected phrases
and claims.
Claim Elements For this section, by default, the
Value Description US Patent number Note: With regards to this field, keep in mind:
If you entered one or more US citations during the Provide Input procedure (Step 2) when you requested
the Term Analysis Report, this field is pre-populated with the US cite you entered, excluding the Kind Code. Otherwise, this field is left blank. If you select the File history option from the Intrinsic Evidence Advanced settings, the US Patent Number field is
required to retrieve file-history data. Elements Lists the element names.
Note: Select at least one element for each input tab. Found in Claims Lists the claim numbers in which the element names are found, or "User Entered" if you have
added the term. Additional Terms Use this text box to enter new term elements you want to include in the report. Add Select this button to add a term element to the list.
Note: If the system does not detect any claim elements
and the claim elements table is empty, you are required to add and select an element. Delete Select this icon to remove an element.
Note: You can only delete user-added elements.
Intrinsic Evidence Options These are elements within the source document.
Value Description Select All Select this to select/deselect all checkboxes. Element Counts Select this to generate these report columns:
Element Total Abstract Description Claims Support in Disclosure Select this to generate these report columns:
Support in Drawings Select this to generate these report columns:
Element Part Number Alt Part Expression in Spec Similar Language Select this to generate these report columns:
Element Similar Language Variants Location Conceptual Language Select this to generate these report columns:
Element Conceptual Language Variants Location Antecedent Basis Select this to generate these report columns:
Claim Problem Element Dsc Part File History Selecting this extracts File History data from the US PAIR system.
Extrinsic Evidence Options These are elements outside of the source document, but within PatentOptimizer data.
Value Description Select All Select this to select/deselect all checkboxes. Patent Thesaurus Variants Select this to generate these report columns:
Element Thesaurus Variants The section heading within the report for this is Alternative Expressions from the
Prior Art that have been used Interchangeably .
Related Prior Art Expressions Select this to generate these report columns:
Element Thesaurus Variants The section heading within the report for this is Related Prior Art Expressions from Parts Index .
Case Reference Annotations Select this to generate these report columns:
Term Case References Location User Dictionary Annotations Select this to generate these report columns:
Patent Profanity Select this to generate these report columns:
Ei Compendex(R) and ADPC Select this to generate these report columns:
Claim Chart Options Important: You must select Claim Chart before the other two options
become available.Value Description Claim Chart Select this to generate these report columns:
Independent Claims Only Select this to include only Independent Claims in the report. Bold Elements/Terms Select this to display the elements or terms in bold text.
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.
Value Description Report name The name of the report. Select this link to modify any configuration options for the report. The application
returns you to the Configure Term Analysis Report options page. Document name Listed are the names of the documents that will be included in the report. Select this to delete a document you no longer want to include in the report. Delete user entered data once reports created For this capability, you have two options:
Turn this toggle off if you want to retain your provided input on theSetup Report page after generating your reports. Keep this toggle on if you want to automatically delete your provided input fromthe Setup Report page after creating your reports. Create Select this to generate the reports.
icon displays. When you hover over it, a tooltip appears, informing you that an element is required. When you
select one or more cites from any of the IDS form sections (US Patents, Foreign Patents, Non-Patent Literature),
the icon disappears.