Report:TotalPatent/Major Recent Updates

From Intellogist

Jump to: navigation, search
This search system report was created by the Intellogist Team and is available for viewing only. If you'd like to share your knowledge on Intellogist, please visit the Best Practices, Glossary, or Community Reports pages. Registered users may be notified of any substantial changes to this report by placing a "watch" on the Revisions page, which is the last page listed in the table of contents. To learn more about using the Intellogist "watchlist," see the Watchlist Help page.

Major Recent Updates

See the Intellogist update policies for more information.

June 2015

Following updates were made to the Total Patents platform in June, 2015.[1]

  • The Assignees/Applicants search field in the Advanced, Guided, Semantic and Edit Search forms will be changed to search a broader, more encompassing segment, ASSIGNEE-NAME. ASSIGNEENAME searches on original, standardized, normalized and current assignee from the biblio section. It also searches on these assignees in the post-issuance data.
  • You will be able to download XLSX(Excel) and CSV format of the Extended, INPADOC and Main Family Views.
  • You will be able to turn off or on hits display in the List view.
  • Option to select/change order of columns in spreadsheet.

March 2014

In March 2014, the following enhancements were added to TotalPatent:[2]

  • Expanded XML Delivery Options - The options to export up to 20,000 records to Intellixir® and VantagePoint have been added to the existing options. You can include more fields when exporting data with the addition of Clipped Image and Description. You are now able to zip records into a single or multiple files.
  • Improved custom highlighting tool - The icon has moved and is included with the group of icons to view, email, print, save, and add to folder. Custom highlighting opens in a new window and allows you to enable and disable feature on demand as well as offering 20 color choices, including pastel options. Supports numbers, dates and classification as well as text.

December 2013

In December 2013, the following enhancements were added to TotalPatent:[2]

  • Customized highlighting allows you to highlight additional terms in results, work folders and documents that are not a part of your search strategy.
  • A Patent family deduping and sorting option has been added for the Results List and Work Folders using the Extended as well as Main patent family.
  • A new Assignee look-up tool lets you sort alphabetically as well as by ascending or descending number of hits.
  • Direct links from TotalPatent to 22 additional online patent registers, gazettes or journals for the most up-to-date status of records have been added: AU, BE, CA, CH, DE, ES, FI, FR, GB, HK, IE, IL, IT, IS, JP, KR, LT, MD, NL, NZ, RU and WO.

October 2013

In October 2013, the following enhancements were added to TotalPatent:[2]

  • Enhanced Normalized Assignee Look-up Tool:
    • Publications in TotalPatent® can have three searchable Assignee name values: the original name, a Standardized name, and a Normalized name. A look-up tool allows user to search for normalized, standardized or original forms of the Assignee at issue. Assignee name normalization and standardization is being applied across the entire database collection over the course of the coming weeks.
  • Search First Claim or Independent Claims:
    • New searchable fields allow you to search on Independent Claim or First Claim.
    • The "Display Claims" view contains ability to display first or independent claims only.
    • Enhancement includes new download options for spreadsheet delivery.

August 2013

In August 2013, TotalPatent announced new coverage and features. The new additions are:[2]

  • Full text of Taiwan patent data including English machine translation, and additional bibliographic data.
  • Additional India patent data, including full text and bibliographic, from 1912 – 1975 as well as additional PDFs for documents published after 1975.
  • Expanded WIPO English machine translations of non-Latin (Chinese, Japanese, Korean and Russian) full-text collections 1978 – 2013.

The new features are:

  • New option for sharing the original document PDF with non-subscribers
  • One-click retrieval of PDF from Results Lists, Work Folders, and more access points within TotalPatent
  • Improved assignee field coverage for U.S. Applications—when the Assignee name in U.S. applications is blank, TotalPatent will populate the blank field with the Assignee name from the granted U.S. patent, which is intended to improve searching, display, delivery and analytics

May 2013

According to the TotalPatent website, recent updates to the system include:[2]

  • Enhanced spreadsheet delivery
    • A new option in the Results list allows you to select fields for export directly to Microsoft® Excel®
    • You can choose to include clipped images in your export
    • The number of records you can export into a spreadsheet has increased from 200 to 3,000
    • The format and fields you last used will persist and auto-populate the next time you use the feature.
  • Publication Number exports directly to PatentOptimizer™ - PatentOptimizer Analytics will automatically open and populate the patent numbers. Please note that PatentOptimizer will only process WO and U.S. patents. TotalPatent will not filter out other authorities if they are selected as part of the download and PatentOptimizer will ignore them.
  • Enhanced coverage information - Coverage information is updated daily and includes Bibliographic, Abstract, Full Text, Machine Translations, PDFs and Images.
  • Integrated on-demand e-learning library
    • Links to training and tutorials throughout TotalPatent
    • Materials include videos, quick references, and user manuals
    • Hypertext links to individual tutorials and documentation

December 2012

According to the TotalPatent website, recent updates to the system include:[2]

  • CPC Compliance
    • TotalPatent is compliant with the new Cooperative Patent Classification system beginning 1 January 2013.
    • You will see a new field on the Guided Search form.
    • CPC appears as a new option in the Restrictions drop down list on the Advanced and Semantic Search forms.
  • Images in Excel - Export up to 5,000 records from Work Folders including the front page image to .xlsx format.
  • Improved coverage of IN full text data
    • An additional 260,000 full text, PDFs and clipped images of Applications for 1995-2012.
    • An additional 50,000 full text and PDFs of Granted patents for 1995-2012.
  • Improved coverage of KR full text machine translations
    • Applications 1983-present.
    • Granted patents and Utility Models 1979-present.

November 2012

According to the TotalPatent website, recent updates to the system include:[2]

  • Enhanced print support for Alerts - You can print all alerts from Alert History.
  • Remove Family Duplicates - This feature now behaves consistently across both Results and Work Folders – i.e., when deciding which of the duplicate patents to keep, TotalPatent® gives priority to the authorities that you have ranked highest in your Preferences for documents in work folders (or through Check Settings on the Advanced Search form for Results).
  • Independent Claims for EP, DE and KR in CSV
    • These 3 authorities can be downloaded in .csv format from Work Folders.
    • In language of publication only.

According to an email from a LexisNexis representative regarding the implementation of the CPC (Cooperative Patent Classification) on and TotalPatent:[3]

There are excellent benefits to be derived from moving to the CPC. It does, however, require a substantial rewrite of our classification data to become fully CPC-compliant. Since LexisNexis currently hosts patent data on two platforms—the legacy offering at (that you have been using) and a much more robust offering on our flagship patent search platform TotalPatent, we will be rewriting the classification data for TotalPatent, but not for

Before January 1, 2013, we recommend that patent users who do research based on patent classification do that research on TotalPatent. We are committed to making the process as easy and effortless for you as possible. The end result will certainly be a superior user experience, thanks to the patent-specific nature of the TotalPatent interface.

Here are the key details:

  • No new IDs—You’ll be able to use your current ID/PW to access TotalPatent. In fact, there is a link to TotalPatent on the right-hand side of the Patent Area of Law page that will open TotalPatent with one click.
  • No additional charges for standard Boolean searching/downloading in the patent databases already included in your flat-rate contract through the TotalPatent interface.
  • Personalized assistance and training from the IP User Experience team members to help you transition your research to the TotalPatent platform as well as any Alerts that you might have.

October 2012

According to the TotalPatent website, recent updates to the system include:[4]

  • New export option for independent claims in U.S. Granted patents - Export U.S. Grants 1976 (current in .CSV format)
  • Link directly to European Patents Register - There is a direct link between EP records and the EP Register so you can easily check status
  • Work Folders and Subfolders - Enhanced performance for displaying and searching Work Folders and subfolders
  • Alert Enhancements
    • Alerts now display up to 30 days of results
    • Improved UI design
    • The View link goes to the Results List View rather than delivering a zipped file attachment.

July 2012

According to the TotalPatent website:[5]

The JP kind codes are changing from JP-T to JP-A. Because of this change, your Alerts that include JP patent documents will retrieve documents that you may have received in earlier alerts. Though they are the same documents, the system sees them as “new” because of the different kind code. This will likely occur through 6 July, when the kind code change is expected to be complete.

According to the TotalPatent website, updates to TotalPatent include:[6]

  • Search within a Work Folder
    • Search within a folder, like using the ’Narrow’ feature
    • Supports all search segments, logical and proximity operators, commands, truncation, etc.
  • Create sub-folders
    • Export up to 20,000 records from main Work Folder to sub-folder
    • No limit on number of sub-folders created
    • Sort, Field Selection, De-Dupe, Report, Export, Analyze etc. functionality supported
    • Search within a sub-folder
  • Download claims from a Work Folder to .CSV
    • Export all claims (maximum 20,000 records) from a Work Folder into a .CSV file
    • Export Independent Claims from US applications, from 2001 forward, into a .CSV
    • Option to truncate Independent and All Claims to first 32,000 characters
  • Updated and more informative coverage information
    • More details of bibliographic, full text, machine translation coverage
    • More details of images and PDF coverage
  • New direct TP customer support # for N America
    • U.S., Canada and Mexico: 877-412-3987

March 2012

According to the TotalPatent website, updates to TotalPatent include:[7]

  • U.S. front page images back file
  • WO non-Latin collections in English full-text machine translations
  • The new Merge tool allows you to manually “normalize” data fields such as Assignee Name, Inventor Names, Classes, etc., for more thorough analysis and visualization.
  • Hover over Full View from your Results List or Work Folder to display the classification definition.
  • Improvements to displayable regions on the page in Work Folders, Results List and all Views.
  • Work Folders now show the number of records in the Folder and defaults to the most recently created Folder.

According to the TotalPatent website, updates to TotalPatent include:[8]

  • Compare and analyze up to 3 search result sets
    • Step 1: Run your search(es) and save your results to Analytics.
    • Step 2: In Analytics, select the result sets you want to analyze (up to 3 sets)
    • Step 3: Visualize, compare and contrast the different result sets by clicking on the interactive elements of the diagram.
  • Semantic Search identifies multiple concepts - The semantic search feature has just taken another leap forward! The new semantic “brain” is now able to identify multiple concepts in a search query and return concept terms relevant to more than just one dominant concept. And of course, the semantic feature is still completely in your control giving you complete transparency and the ability to reprioritize, add, or delete the concepts it returns to you.
  • New download capabilities
    • Download up to 5,000 documents in XML-ST.36 standard format
    • Choose up to 500 original pdf documents for delivery and download
    • Option to download original PDF front page only
  • Additional enhancements include:
    • Multiple chart options for visualizing records by day, month, or year
    • Legal Status has been added to the New Family Report
    • A new detail link is available in the Authority Coverage table
    • Downloading in Work Folders is faster than ever

December 2010

According to the TotalPatent website, updates to TotalPatent include:[8]

  • Alert Enhancements
    • You are now able to easily forward Alerts to other TotalPatent users
    • Custom Selections are available for Alerts
    • The Alert you receive contains more of the information you need
      • Bookmarks for navigating in PDFs
      • Description for annotations
      • Entire search displayed
      • Frequency
      • Next run date
      • Table of Authorities with most recent updates
      • Table of Contents created with links to the record
  • More space in the Results List - Notes section now appears under the result, same as in Work Folders.
  • Print the entire Search query for both Recent and Saved Searches
  • XML Prologue automatically added for integration of TotalPatent XML data into other tools

September 2010

According to the TotalPatent website:[8]

TotalPatent patent research and retrieval system now offers you access to 100 patent authorities, 30 in full text.
  • Seven additional patent authorities:
    • Additional full-text authorities:
      • EA (EurAsia)
      • IN (India)
      • MX (Mexico)
    • Additional bibliographic authorities:
      • BY (Belarus)
      • IS (Iceland)
      • KZ (Kazakhstan)
      • SM (San Marino)
    • You’ll also see CA (Canada), CN (China) and RU (Russia) moved to the Major Authorities section on the search form.
  • Link to Chisum on Patents at from documents in TotalPatent.
    • If you already subscribe to Chisum on Patents as part of your® contract, the link is seamless.
    • If you do not already subscribe to Chisum on Patents, you will receive a pop-up message alerting you to possible additional charges.

June 2010

To read more about these new features on TotalPatent, see this webpage.

  • Enhancements to Semantic Search Interface including drag and drop search interface, preview of results and tutorial
  • Assignee name normalization in English, including Chinese, Japanese, and Russian original text assignee names
  • Scopus links to non-patent prior art citations, when available
  • BizInt integration via compatible export formats from TotalPatent work folders

January/March 2010

Updates in January and March 2010 included the following:

  • New alerts options for results displays
  • Improved Publication Number Search that can search customized authorities
  • Improved billing tracking options
  • Semantic Search introduced and enhanced with ignored term search handling improved
  • Addition of full text data from Russia (RU), Soviet Union (SU), and China (CN)
  • Increased number of fields for CSV downloads from results and work folders
  • Reports can be created from INPADOC view
  • General improvements to speed and download manager

September 2009

In September of 2009, LexisNexis introduced a new semantic search module that is available in TotalPatent (as well as several other LexisNexis products). LexisNexis describes this semantic search capability as unique because it is said to give a high level of control over the search to the user. The salient points in the PureDiscovery - LexisNexis press release include the following:

  • Transparency: Each query is enhanced by the machine intelligence and shown to the user for their complete understanding and engagement.
  • Increased control: Not only is the semantic search transparent, but users are in control with the ability to add, delete, increase or decrease the importance of all query words (concepts) in a unique visual query interface called a “querycloud.”
  • Fully federated: While LexisNexis maintains one of the largest full-text patent and non-patent literature databases in the world, its semantic search platform can associate semantic searches to virtually any index, whether it resides internally or on the web.
  • Scalability: The LexisNexis index includes semantic intelligence from more than 10 million full-text patent documents from the U.S. Patent and Trademark Office’s patent index, as well as Elsevier journal articles and other documents.

As shown in the module, once the query text (which can be up to 32,000 characters) is submitted into the feature, a "query cloud" interface allows the user to select individual keyword terms and set their importance level to the overall search. In this way, the LexisNexis semantic search feature attempts to give more control over the query to the user, as opposed to other semantic search engines which take the query text and produce results without any intermediate steps, or any chance to refine the search strategy used.

To read more about these new features, see the Semantic Search section of this article. For further information, an eModule demonstrating the semantic search capability as it is implemented in TotalPatent is available here. In addition, the press release is available at this webpage.

July 2009

To read more about these new features on TotalPatent, see this webpage.

  • The system now supports the use of up to 100 work folders per seat, doubling the previous limit
  • Citation data shown for each patent hit now include hyperlinked publication numbers, titles and assignee/applicant names
  • Application number and application date are now exportable into CSV format
  • System error messages have been re-written to include troubleshooting tips and hints
  • The patent number recognition algorithm within the Advanced Search form now accepts a wider variety of number formats
  • Underneath the Advanced Search box, links are now provided to the user guide to help with searchable fields and connectors
  • The Restrictions list has been alphabetized for ease of use
  • The "Machine Translation" and "Remove Duplicates" links on the search form have been re-positioned for greater accessibility

TotalPatent has also announced their intention to introduce a semantic search feature which will appear in a separate tab within the user interface. The press release language describes the upcoming tools as "transparent semantic search technology."

May 2009

To read more about these new features on TotalPatent, see this webpage.

In May of 2009, several system functionality updates were released, including:

  • Enhancements to the alerting feature allow users to see the alert name in the subject line of the notification e-mail, and/or to see a "request a pdf" link in the body of the notification e-mail. In addition, there is a new setting available when creating an alert which allows users to request compressed PDFs zipped into a single document for delivery. (To benefit from any of these new features, users must re-create any currently existing TotalPatent alerts).
  • The downloading feature now includes an option to include only the first inventor/assignee name, or all inventor/assignee names on the documents, when downloading the information into a spreadsheet.
  • Users can now choose to download all patent claims from the search results into a spreadsheet.
  • Improvements have been made to the order of the language selection options, both when viewing search results and when downloading/exporting results.
  • When viewing full text records, the order of the text sections has been revised "to better represent the typical priority" of these sections. (Through testing, the editors found that the document abstract now appears before the rest of the bibliographic data.)
  • An enhancement has been made to the document import feature: users can now cut and paste a list of document numbers from a spreadsheet or Microsoft Word document into TotalPatent's Document Retrieval form, rather than having to separate each document number by a comma.
  • Enhancements have been made the system so that tables from USPTO-sourced data now appear correctly in TotalPatent downloads.

December 2008

In December of 2008, new features were released on TotalPatent, including:

  • Users may now choose which data fields to download from Work Folder contents.
  • A new INPADOC family status view was added, including INPADOC legal status information.
  • Functionality in Work Folders has increased so that they now more closely resemble results lists. Improvements were made to sorting features, a "jump to doc" range was added, and document navigation was enhanced.
  • Links are now available from publication numbers to PDF document in export spreadsheets.

October 2008

The October 2008 TotalPatent update included the following enhancements:

  • Relational Patent Store (RPS) originally released on September 20, 2008. RPS now allows up to 20,000 CSV deliveries and improved speed in populating folders and loading analytics.
  • Normalized Assignees provides powerful coverage of assignee names and name variations using LexisNexis SmartIndexing®.
  • Narrow Search updated so original terms remain highlighted along with the new narrow search term(s) on the results page.
  • Any two searches can be combined together from the Recent Search history to form a new search.
  • CourtLink® Service, a new button added to search for U.S. court dockets related to a particular patent.
  • Delivery Format Improvements to documents and CSV formatting.
  • Save Data Fix for all user entered Search Form data after receiving a UTP
  • Pub Number and Pub Date are now hyperlinked to a document (in addition to Title)
  • Highlight Background of Search Terms (Originally released with stylesheets on 9/07/2008)
  • Updated browser/OS list for certification to include IE 7, Firefox 3 and Vista

May 2008

TotalPatent currently offers 22 full text patent collections. In May 2008, the company loaded complementary English machine translation files for 16 of these collections: Austria (AT), Belgium (BE), Canada (CA - for French-language documents), Switzerland (CH - for French and German documents), East Germany (DD), Germany (DE), European Patent Office (EP – for French and German documents), Spain (ES), France (FR), Italy (IT), Luxembourg (LU), Monaco (MC), Netherlands (NL), Portugal (PT), Sweden (SE), and the World Intellectual Property Office PCT filings (WO- for French, German and Spanish documents only). Machine translation collections are produced in-house by LexisNexis.

Also included in this 2008 update was the addition of sorting features for results in the system’s hit list, including a relevancy ranking feature. The system's Advanced Search Form was also updated to include both a ‘Remove family member duplicates’ option and an ‘Also search for terms in English machine translations’ option. Earlier in 2008, a feature was added to TotalPatent allowing users to add Notes to a document and search through these Notes.

Possible Future Enhancements

TotalPatent may begin to incorporate some non-patent literature content from other Elsevier products, such as linking non-patent literature citations to their Scopus records, but a timetable has not been given for this possible enhancement. LexisNexis is also developing a full text Japanese document collection, to be released in 2008.

The system may also expand its coverage of representative or “clipped” images, which are currently included in the data files for documents from the seven “major” patenting authorities as defined by TotalPatent: US, EP, WO, DE, FR, GB, and JP. A program has been initiated by LexisNexis to extract one representative image for all documents in the 22 full text authorities, and later it may even be extended to all bibliographic authorities.

The system may also expand the limitation on patent copy downloads. Users are currently limited to 200 document downloads at a time.


  1. "Total Patents Enhancements", Total Patents website,, Accessed August 6, 2015.
  2. 2.0 2.1 2.2 2.3 2.4 2.5 2.6 "TotalPatent™ Enhancements." LexisNexis website, Accessed January 9, 2013.
  3. "Important information for® patent researchers in your organization." Email from LexisNexis, accessible at Accessed December 4, 2012.
  4. "TotalPatent™ Enhancements." LexisNexis website, Accessed October 11, 2012.
  5. "TotalPatent™ Enhancements." LexisNexis website, Accessed August 16, 2012.
  6. "TotalPatent™ 01 Jul 2012 Release." LexisNexis website, Accessed June 29, 2012.
  7. "TotalPatent™ 3/17/2012 Release." LexisNexis website, Accessed April 9, 2012.
  8. 8.0 8.1 8.2 "Enhancements to TotalPatent™." LexisNexis website, Accessed March 23, 2012.
Patent search questions. Expert answers.  Brought to you by Landon IP
HOT Items

Intellogist is brought to you by the patent search experts at Landon IP.

Welcome to Intellogist!

To network with our international community of patent info pros, please create an account.

For a list of our current members, see our Community Page.