Welcome to Patentopia!  Patentopia extracts patents from the USPTO database given one of two sets of inputs:  1) Individuals; or 2) Firm names.

File format

All files should be in the form of a comma separated value (CSV) file.  Excel sheets should be saved as CSV files.

  • Individuals

The file should include all elements of the name (i.e., first, last; or first, middle, last) in a single cell.  Patentopia will search for all patents in which the test name has a degree of overlap with the inventor name (field code: IN) and will generate a list of patents for names that are similar, with a fuzzy matching number specifying the degree of overlap between the name from the sample data and the target.

  • Firm names

The input file should have a single column with a list of firm names to be analyzed.  Patentopia searches for all patents in which the assignee name (field code: AN) overlaps.  It is not necessary to include incorporation flags such as LLC, Corp., Inc., etc.; but including them does not impact the code.

 

Challenges

Many challenges exist in searching the USPTO database. Name matches are challenging as names may be misspelled, or many matches are found for common names.  Geographical matches (i.e., by state) are challenging because people generally do not live at work! – for instance, someone may live in Washington, DC and work in Maryland.

Therefore, our process includes matching measures to estimate the overlap on two fronts: 1) between inventor names; 2) US state names.  This is just a guide (but faster than using the USPTO search function!).

Send comments and suggestions here  .

Outputs

You will be emailed two files:

  1. Detailed output – lists all relevant patents individually and matching measures
  2. Simplified output – aggregates patents based on the matches

Enjoy!

Search by firm name: Code book
Search by PI (inventor): Code book