Welcome to Patentopia!  Patentopia extracts patents from the USPTO database given one of two sets of inputs:  1) Principal Investigators (PIs), i.e., 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.

  • Principal investigators (individuals)

Patentopia was originally constructed to identify inventors associated with SBIR Principal Investigators (PIs).  The name column 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

Patentopia can also be used to find companies who have been assigned patents by searching 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.

Note that if the company has patents through a separate agreement (for instance, through a license from a university), Patentopia will not find it because the university is still the assignee.

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 on a case-by-case basis!).

Send comments and suggestions here  .

Outputs

You will be emailed two files:

  • Sender “Patentopia team”
  • Subject “Patentopia Data Results xxx” where xxx is a UNIX time stamp (learn about UNIX time stamps here).
  1. Detailed output – lists all relevant patents individually and matching measures
  2. Simplified output – aggregates patents based on the matches

These files are labeled with your username and the UNIXtime so you can identify the specific run.

The data fetch typically takes seconds for a file of ~100-500 records, but as this is hosted on AWS, the system may take a few minutes before sending you an email.

 

Enjoy!

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