How to Use PatentOptimizer™ Analytics to Filter Documents and Locate Keyword Variants within a Patent Result Set

LexisNexis® PatentOptimizer™ is a patent analysis tool created by LexisNexis, and it was designed to assist patent attorneys and agents when drafting patent documents.  The PatentOptimizer™ Analytics feature may additionally be of use to patent searchers, who can load a set of up to 2000 documents into the Analytics tool and granularly filter the result set by a wide variety of criteria in order to locate very specific subsets within the broader result set.  Searchers who have narrowed their result set down to a list of hundreds of relevant documents can use the Analytics tool to locate only key documents through the filter options. The Analytics tool can also be used to generate a thesaurus on the fly for selected sets of documents and locate all variations of each term/phrase listed in the thesaurus.  This feature may be used by searchers to identify various important keywords and synonyms in a relevant result set in order to expand their search queries.  In general, PatentOptimizer Analytics offers tools that can help patent searchers either narrow their result set (through the filters) or expand their result set (through the keyword variants in the on-the-fly thesaurus).

I recently had the opportunity to watch a demonstration of PatentOptimizer™ Analytics, so continue reading for an overview of the filter and thesaurus options which can help you narrow or expand your patent search results set!

Filtering Options

Users can load up to 2,000 patent documents onto the Analytics platform.  According to the LexisNexis website, the PatentOptimizer tool supports patents published on the following services: TotalPatent™,®, and Within the interface of the Analytics platform (under the “Profile” tab), users are presented with a series of filter options above a list of corresponding documents. The filtering options include a wide range of criteria organized under a number of tabs, including “People & Org,” “Class & Date,” “Specification,” and “Claim Elements.” For example, users can filter by assignee, inventor, legal representative, or examiner under the People & Org tab.

Select from a number of filtering options organized above a list of corresponding documents.

Users can select multiple filter options from each column simultaneously, and the citation list of patents below will change based on the selected filter options. Filter counts change to reflect filter selections, and users can also pick a patent from the citation list to view corresponding filter information for the selected patent in bolded text and moved to the top of the filter list.

Pick a specific document from the list to view the corresponding filter options bolded and moved to the top of the filter list.

Under the Specification tab, users can filter by inventive parts, a master terms list, a master phrases list, or top citations.

Filtering options under the Specifications tab (select image to enlarge).

Claim Element Variants and On-the-Fly Thesaurus

The Claim Elements tab automatically generates a list of key words and phrases from the claims of the patents in the results set (which users can filter by), and each key word/phrase additionally lists all variants of the term located by the system.  A secondary pane displays a full list of all element variants for the selected claim element, and users may even filter by individual variants.  Users additionally have the options from this pane to:

  • Limit element variants to doc claim language
  • Locate and display within all claims or only independent claims

Claim elements and their variants (select to enlarge).

The Thesaurus tab also provides a list of important terms/phrases from the selected result set, along with word counts and a list of term variants.  Select a specific term/phrase from the on-the-fly thesaurus to view all term/phrase variants, and filter the result set by either the main thesaurus term/phrase or by individual variants.

On-the-fly thesaurus with term/phrase variants (select to enlarge).


The PatentOptimizer™ Analytics product may be used as a powerful secondary analysis feature, after the user has narrowed their result set down to 2,000 documents or less.  It is a limitation that the tool only can analyze documents obtained from other LexisNexis products (like TotalPatent and or from the USPTO website.  TotalPatent has broad country coverage for both bibliographic data and full-text collections though, so users with access to TotalPatent will still be able to compile diverse result sets which can be analyzed through the PatentOptimizer platform.  Patent searchers will probably find the Analytics platform most useful for secondary filtering of relevant result sets to locate key documents, or searchers can expand their search queries using the keyword variants identified through the Claim Element tab and the on-the-fly thesaurus.

Have you used the PatentOptimizer™ Analytics tool for a patent search or analysis project?  What did you think of the product? Let us know in the comments!

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This post was contributed by Joelle Mornini. The Intellogist blog is provided for free by Intellogist’s parent company Landon IP, a major provider of patent searches, trademark searches, technical translations, and information retrieval services.

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