Using LexisNexis PatentOptimizer Analytics

Using the LexisNexis PatentOptimizer® Analytics feature
Saving an Analytics session
Opening and returning to an Analytics session

Using the LexisNexis PatentOptimizer Analytics feature

For more information about using the LexisNexis PatentOptimizer Analytics feature, see the Help screen How do I use the PatentOptimizer^TM Analytics feature?.

Take the following steps to use the LexisNexis PatentOptimizer® Analytics feature:

1. Open a patent document in Microsoft Office or Microsoft Internet Explorer.
2. Click Analytics in the Tools group of the LexisNexis PatentOptimizer® toolbar.
3. On the Source tab, enter the patents you want to analyze:
   • If you have a list of patents, type or paste the list in the Patents field.
   • You can search for patents on the Search tab by entering your search criteria in the appropriate fields and clicking Search.
     Note: For more information and descriptions of the search options, see the Help screen PatentOptimizer^® Analytics.
   • Import documents with patent information on the My Documents tab by clicking Import and nagivating to the location of the documents on your computer.
   • Open a set of previously saved patents, such as patents from an earlier session of LexisNexis PatentOptimizer Analytics or a list of patents downloaded from LexisNexis^® TotalPatent^® by clicking Open and navigating to the file on your computer.
4. If there are items in the Patents field, select those items and press Delete.
5. Click Run Analytics Profile.
   Note: You may receive a message about system performance. Click OK to continue if prompted. As a general tip, you can increase performace speed by reducing the number of patents to be analyzed at one time.
6. When the analysis is complete, click the Profile tab.
7. Use the filter tabs across the top of the dialog box and the choices displayed to select different items to filter your results. For example, if you wanted to filter your results to patents with a specific Assignee and Parts, click the People & Org tab and select the Assignee, then click the Specification tab and select the Parts.
8. Select your next action:
   • Click Report and select Analytics Report to run a report on your results from LexisNexis PatentOptimizer Analytics. For more information, see Creating a LexisNexis PatentOptimizer Analytics Report.
   • Click Claim Chart to run a Claims Chart report. For more information, see Creating a Claim Chart from LexisNexis PatentOptimizer Analytics.
   • Click Check Refs to check the references of your patents. For more information, see Check References.
9. Click Close when you have completed your analysis.

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Saving an Analytics session

You can save the information from your Analytics session so you can return to your session to continue your work at a later time. Take the following steps to save your session:

1. In the Analytics window, click the Source tab.
2. Click the Pub List tab.
3. Click Save.
4. Browe to the location on your computer or network to save the file. It is recommended that you save to the location that defaults in the Save in field.
5. Enter a File Name.
6. Select Analytics Session (*.zas) in the Save as Type drop-down list.
   Note: You can also save just the publication list of patents for your session. Select Pub List in the Save as Type drop-down list.
7. Click Save.

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Opening and returning to an Analytics session

Take the following steps to open a saved Analytics session:

1. Open a patent document in Microsoft Office or Microsoft Internet Explorer.
2. Click Analytics in the Tools group of the LexisNexis PatentOptimizer® toolbar.
3. On the Source tab, click the Pub List tab.
4. Click Open.
5. Browse to the location where you saved your Analytics session.
6. Select your file.
   Note: The file for the Analytics session includes .zas. If you do not see any files with that extention, select Analytics Session (*.zas) in the drop-down list next to the File Name field.
7. Click Open.

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