On the left-hand side of the search results page, you will see the refine options. Using these you can refine your search in an efficient manner.
There are various different parameters you can use to refine your results. Explanations of how you would refine your results using each of these are given below:
To refine using your previously created groups, select the groups that you want to use in your search. You can learn more about name grouping here: What is Name Grouping?
To refine by assignee, select the assignee names that you want to use in your search. In the drop-down menu, you can choose from our different assignee fields, specifically standardized current assignee, current assignee, standardized original assignee (applicant), original assignee (applicant) and DOCDB assignee.
To refine by classification, select the classification codes you want to use in your search. You can choose from the different classification codes here, those being IPC, CPC, LOC and UPC. You can also choose different levels for the various classification codes here.
To refine by application year, select the application years you want to use in your search:
Std. Current Assignee Type
To refine by standardized assignee type, select the standardized assignee type that you want to use in your search. You can find an explanation of the different assignee-based search options here: How Can I Refine My Search By Assignee?
To refine by authority, select the authorities that you want to use in your search:
To refine patent type, select the type of patents you want to use in your search:
To refine by GBC, select the GBCs that you want use in your search:
As with application year, to refine by publication year, select the publication years you want to use in your search:
Simple Legal Status
To refine by simple legal status, select the simple legal statuses you want to use in your search. We currently have full simple legal statuses for patents from 20 different jurisdictions:
To refine by legal status, select the legal statuses you want to use in your search. We currently have full legal statuses for patents from 20 different jurisdictions where some status types are only available for specific authorities which is due to the variability in legal systems across jurisdictions:
To refine by legal event, select the legal events you want to use in your search:
To refine by inventor, select the inventors you want to use in your search:
To refine by agency, select the agencies you want to use in your search:
Cites Count and Cited By Count
To refine by the amount of times patents Cited or were Cited By, move the white circles along the green line:
Count of Extended family members
To refine by the number of family members in an extended family, move the white circles along the green line:
To refine by patent value, move the white circles along the green line to choose what range of values you want the patents you search for to have. You can find more about how our patent valuation works here: How Does PatSnap Valuation Work?
To refine by SEP source, select the SEP sources you want to use in your search. You can find out more about SEP patents in this article: What are Standard-Essential Patents (SEP)?
Most common refinements
Although all the refinements may well be used at some point we are aware that some tend to be used more than the others.
One of the common refinements is by simple legal status. This is often used for FTO searches since if a patent is inactive it can not be used as a prevention tool which gives others freedom to operate using the technologies mentioned in the patent.
Another common refinement is by authority. Since a patent that is filed to a national patent office is only enforceable in that country, if you choose to operate in a specific country only patents from that country can be legally enforceable in preventing you from doing that. So if you refine by authority, you can see where there are white space opportunities available to you in countries that you are interested in operating within.
Another common refinement is by application year. This will enable you to get an idea of the technology fields that were particularly popular in a specific period of time. It also will give you some idea of the application trends in a given area.
Another common refinement is by IPC/CPC. This will allow you to focus your search on a particular area of technology. This will also enable you to see what is already out there in terms of innovation for this area and allow you to predict what the future progress may be in this area.
Another common refinement is by (original) assignee. This will allow you to see who is especially active in your technology field. This will also enable you to see who would be worth getting a licensing deal with or who your main competitors are.