EDGAR: The SEC’s Financial Data Goldmine

[tweetmeme source=”Intellogist” only_single=false] What is the best way to find detailed financial data on a particular company? You can use a subscription database, such as Factiva, to view a “snapshot” of the current financial status of a company, or you can go directly to the source and view the actual documents filed with the U.S. Securities and Exchange Commission (SEC).  Patent analysts will often need background information on the financial activity of a target company or multiple companies within a particular sector, and EDGAR is an excellent resource for quickly locating financial documents filed directly by both US and non-US companies.

EDGAR (Electronic Data Gathering, Analysis, and Retrieval system) is a free database created by the U.S. Securities and Exchange Commission (SEC), and “all companies, foreign and domestic, are required to file registration statements, periodic reports, and other forms electronically through EDGAR” (according to the EDGAR homepage). The SEC website describes how the main purpose of EDGAR is to “increase the efficiency and fairness of the securities market for the benefit of investors, corporations, and the economy by accelerating the receipt, acceptance, dissemination, and analysis of time-sensitive corporate information filed with the agency.”

After the jump, learn what types of financial documents are available on EDGAR, and we’ll also do a sample search for financial documents related to a popular company!
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More Patent Summarization Tools: Key Content and Concepts from Questel

[tweetmeme source=”Intellogist” only_single=false] What is the best way to summarize a patent document?  In a past blog post, we looked at both free online summarization tools and a summary tool available on PatBase.  The free online tools failed to adequately summarize a patent, since these tools condense the text based on number of sentences, and patent claims often include lengthy, complex run-on sentences.  The PatBase ”Summarise” tool produced much more concise summaries based on the percentage of text, but the tool wasn’t transparent about the extraction methods it used to produce the summaries.  We concluded in the last post that patent professionals will probably find the best patent summaries from human-produced Derwent Abstracts from the Derwent World Patent Index.

However, there are even more patent summary options available for users who have access to the FamPat database on the QPAT or Orbit.com platforms created by Questel: Key Content and ConceptsKey Content organizes the most important content from the patent document into three main fields (Object of the Invention, Advantages and Drawbacks of the prior art, and Independent Claims), and the Concepts section includes important keywords and themes that has been semantically extracted from the text. Continue reading to learn about the patent summary options available on FamPat!
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A Wealth of Chinese Non-Patent Literature at CNKI

[tweetmeme source=”Intellogist” only_single=false] Non-patent literature (NPL) is difficult to sift through for relevant prior art, since there are so many different types of NPL documents.  NPL can literally encompass any type of document or media in any language on any topic under the sun; just look at the wide range of resources recommended in the USPTO Search Templates or the Intellogist Resource Finder, and you’ll get an idea of the wide range of NPL data that a prior art searcher needs to sift through.  So let’s take a deep breath, step back, and focus on one type of NPL for now: Chinese NPL.

It’s difficult enough searching for prior art in your native language, and if you don’t speak Mandarin or Cantonese, it can be particularly difficult to locate relevant Chinese-language prior art.  That is why the China National Knowledge Infrastructure (CNKI) is a treasure trove of high-quality Chinese NPL, searchable in both Chinese and English.  After the jump, learn about the wide range of NPL resources available at CNKI and where to get professional translations of any relevant documents!
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Jack-o’-lanterns of the IP World: The David Kapp-o’-lantern

[tweetmeme source=”Intellogist” only_single=false] We all love carving pumpkins, but don’t you get bored of carving the same old grin into every single Jack-o’-lantern you’ve ever created?  Do you want to carve a pumpkin that is relavent to your career?  Then maybe you should try making a David Kapp-o’-lantern!  David Kappos is the Director of the United States Patent and Trademark Office (USPTO), and if you work in the intellectual property field, you’ve probably heard his name.  Mr. Kappos has helmed the USPTO during the historic passage of the America Invents Act, and he was also a participant in the Supreme Court case of Bilski v. Kappos.  Mr. Kappos is an integral figure in the intellectual property field of the 21st century, so what better way to honor him than giving him his own Jack-o’-lantern?

Continue reading to learn how to make your very own David Kapp-o’-lantern, so you can celebrate an IP-themed Halloween!

Brought to you by Landon IP, the global leader in professional patent-related support.

Brought to you by Landon IP, the global leader in professional patent-related support.

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Exporting Citations/Bibliographies in ProQuest and Scopus

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Creation of citations (or bibliographies, to be specific) within non-patent literature search systems is an important feature for professional searchers. It allows searchers to translate their relevant search results into a convenient format for the recipient of the search. It’s crucial that this process be standardized and easy for the prior art searchers to conduct, so that information is not lost in the process. Another great benefit of a well-developed system is that the search recipient can develop a system to use the results, such as purchasing full versions of what may only have been bibliographic and abstract information. Reflecting these issues, there has been an increase in the profile of reference manager software, such as RefWorks and Zotero. ProQuest and Scopus tap into this development; both systems use technology developed by RefWorks.

To that end, we’ll take a look at how two well established non-patent literature search systems handle the creation of citations/bibliographies: ProQuest and Scopus.

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The Pros and Cons of EBSCOhost’s Visual Search Form

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Most search platforms give users access to multiple search forms, since each searcher has different needs and strategies.  Patent searchers need access to a wide variety of databases and search forms in order to locate all available prior art.  A command line interface allows the user to create extremely customized, flexible search strings, but a more structured form may help the user craft a search within certain fields or limiters they may have otherwise overlooked.  I was therefore particularly intrigued when I first saw the visual search option on the EBSCOhost platform.  The visual search form provides some unique tools for locating non-patent literature prior art, such as visualizations of relavency, collection of relevant documents while still viewing search results, and filtering documents by subject through selection of related keywords.

After the jump, learn the pros and cons of tools available in the EBSCOhost Visual Search! Continue reading

Top 10 Features of The German Patent Office’s DEPATISnet: Part 2

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In the previous post we discussed the unique features of DEPATISnet, official search system of the German Patent and Trademark Office (DPMA).  Stephen Adams, in Information Sources in Patents, 2nd edition, described the secure connection options and the IKOFAX query language available through DEPATISnet.   Other important features of the system include its English language interface, IPC search and concordance section, and the expert search form that helps users create complex queries in a command line interface.

Today we look at five more useful features of the DEPATISnet system.  Can you view and download PDFs through the site?  What other search forms are available?  Read on to find out!

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