Search & Trends Guide

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The Search & Trends page is the primary interface for discovering, filtering, and monitoring patent filings. This guide covers all inputs, outputs, and workflows to help you make the most of the search and alert features.

Overview

Search & Trends combines three core capabilities:

  • Hybrid Search: Find patents and publications using keyword matching, semantic similarity, or both combined;
  • Trend Visualization: Understand filing patterns over time, by technology classification, or by assignee;
  • Saved Alerts: Monitor ongoing activity by saving search criteria and receiving notifications when new patents and publications match.

Search Interface & Inputs

The search interface provides multiple input fields to refine your patent search. Inputs no longer auto-submit; make your edits and click Apply to run the search so the trend graph and table stay perfectly in sync.

Semantic Query

Enter a natural language description of the technology or concept you're interested in. Patent Scout uses AI embeddings to search for semantically similar patents and publications, which incorporates context, meaning, and other auxiliary information in order to return results that that are more robust, comprehensive, and relevant than traditional keyword searches.

Example: "autonomous vehicle perception systems using LIDAR and camera fusion"

Notes:
  • Be specific and descriptive rather than using single keywords
  • This field searches against both title+abstract and claims embeddings
  • Results are ranked by cosine similarity to your query
  • Can be combined with other filters for hybrid search

Keywords

Enter specific words or phrases that must appear in the patent title, abstract, or claims. This is a traditional keyword-based search using PostgreSQL full-text search.

Example: "neural network", "LIDAR", "convolutional"

Notes:
  • Use quotes for exact phrases if your search term is a common word
  • Multiple keywords are treated as AND conditions
  • Case-insensitive matching
  • Combine with semantic query for the most precise results

Assignee

Filter results to patents and publications assigned to a specific company or entity. Partial matching is supported.

Example: "Google", "Microsoft", "Tesla"

Notes:
  • Partial matches are supported (e.g., 'Google' matches 'Google LLC', 'Google Inc.')
  • Use the exact assignee name as it appears in patent records for best results
  • Case-insensitive matching

CPC (Cooperative Patent Classification)

Filter by CPC code to narrow results to specific technology areas. Supports hierarchical matching.

Example: "G06N" (Computing arrangements based on specific computational models), "G06F17/00" (Digital computing or data processing equipment or methods, specially adapted for specific functions)

Notes:
  • Use broader codes (e.g., 'G06N') for wider results
  • Use specific codes (e.g., 'G06F17/00') for narrow results
  • Supports partial matching at any level of the hierarchy
  • See the USPTO CPC reference for code definitions

Date Range (From / To)

Filter patents and publications by grant/publication date. Both fields are optional. The default range spans the entire patent and publication data set (2023–present).

Example: From 01-31-2024, To 12-31-2024

Notes:
  • Dates are based on earliest publication date for applications, grant date for patents
  • Both fields accept MM-DD-YYYY format via the date picker
  • Leaving fields blank uses Patent Scout's min/max dates
  • Date range is displayed in the Trend chart subtitle

Action Buttons

Apply

Runs the search and trend fetch with the current filter state. Searches are only executed when you click Apply, ensuring both the Trend graph and Results table update together.

Reset

Clears all search inputs (semantic query, keywords, assignee, CPC, date range) and prepares for a fresh query. After resetting, click Apply to fetch results with the cleared filters.

Save Alert

Saves the current search configuration (all filters and semantic query) as a named alert. Email notifications are automatically sent when new patents or publications matching these search criteria are added.

Search Results

Search results are displayed in a paginated list (20 results per page) with detailed metadata for each patent.

Result Fields

Title:The patent title, displayed prominently with a clickable link to Google Patents.
Patent/Publication No:The patent or publication number (e.g., US-2024123456-A1, US-12345678-B2). Clicking opens a link to Google Patents in a new tab.
Assignee:The company or entity that is assigned the patent (e.g., 'Google LLC').
Grant/Publication Date:The date the patent was granted or the application was published (formatted as YYYY-MM-DD).
CPC Codes:Cooperative Patent Classification codes assigned to the patent, comma-separated.
Abstract:A truncated preview of the patent abstract (up to 420 characters).

Pagination

Use the Prev and Next buttons to navigate through pages. The current page and total page count are displayed between the buttons. Changing any filter resets pagination to page 1.

Export Options

When results are available, two export buttons appear:

  • Export CSV: Exports up to 1,000 results matching the current filters as a CSV file with columns for title, abstract, assignee, patent/pub no., grant/pub date, and CPC codes;
  • Export PDF: Generates an enriched PDF report (powered by ReportLab) with up to 1,000 results, including AI-generated summaries and metadata formatting.

Both exports respect the current filter state, so you can refine your search before exporting.

Trend Visualization

The Trend chart visualizes patent filing patterns based on your current search filters. It updates automatically when filters change and respects all search inputs (keywords, semantic query, assignee, CPC, date range).

Group By Options

Month

Displays patent/publication count over time, grouped by month. The chart is a line graph with time on the x-axis and count on the y-axis. Indicative of filing spikes, focus patterns, or growth trends.

CPC (Section + Class)

Groups patents and publications by their CPC section and class (e.g., 'G06N', 'H04L'). Displays the top 10 CPC codes by count, with an 'Other' category aggregating the rest. Rendered as a horizontal bar chart. Indicative of the technological areas dominating the search results. (Note: patents and publications generally have multiple CPC codes, so counts may exceed total results.)

Assignee

Groups patents and publications by assignee name. Displays the top 15 assignees by count as a horizontal bar chart. Indicative of most relevant entities in a technology space and their movements in different directions (e.g., competitive landscape analysis).

Interpreting the Chart

The trend chart is interactive and updates in real time as you refine your search. Key points:

  • The date range subtitle shows the effective From and To dates (either explicit or data set min/max);
  • If no data is available for the current filters, the chart displays "No data";
  • The chart automatically scales axes to fit the data range;
  • For CPC and Assignee modes, labels are truncated or rotated for readability.

Managing Alerts

Alerts enable specific search criteria to be monitored over time. USPTO publishes patent and publication data on a weekly basis. Search criteria is checked against the newly published data, and new matches to your criteria are sent via email. This section explains how to create, manage, and use alerts.

Creating an Alert

1

Configure Search Parameters

Use the search interface to define the query and/or filters of interest. This can include semantic queries, keywords, assignee filters, CPC codes, and/or date ranges. Run the search to verify it returns relevant results.

2

Click 'Save Alert'

With the search parameters of interest still configured, click the 'Save Alert' button.

3

Label the Alert

An input field will be displayed, prompting for an alert label. Alert labels must be unique. Descriptive names are recommended, but search parameters will be indicated in the alert details so comprehensive labeling is not necessary.

4

Confirm Save

Click OK in the prompt. The alert is saved to the database with is_active=true, meaning it will be checked during the next weekly alerts run. A success message appears briefly confirming the save.

Viewing and Managing Alerts

Click the "Alerts" button in the top navigation bar to open the alerts modal. This modal displays all your saved alerts with the following information:

  • Alert Name: The custom name you assigned when creating the alert;
  • Filters: A summary of the search criteria (keywords, assignee, CPC, date range);
  • Semantic Query: If a semantic query was included, it's displayed here;
  • Status: Shows whether the alert is active or inactive;
  • Created Date: When the alert was first saved;
  • Last Run: The timestamp of the last time the alert was checked (if applicable).

Alert Actions

Toggle Active/Inactive

Click the toggle switch to activate or deactivate an alert. Inactive alerts are not checked during the alerts run. This is useful if you want to pause monitoring without deleting the alert.

Delete Alert

Click the 'Delete' button (usually styled as a red/danger button) to permanently remove the alert from the database. This action cannot be undone.

View Results

Some alert implementations may include a 'View Results' button that reconstructs the original search on the Search & Trends page. Accordingly, an aggregated and historical view of the alert's activity can be reviewed.

How Alerts Are Triggered

The alerts system runs via an automated backend process, which is scheduled to run on Friday at 07:00 AM PT (14:00 UTC), allowing a buffer period for the USPTO to make bulk data available. During each run, the alerts system performs the following steps for each active alert:

  1. Fetches all active alerts from the database;
  2. For each alert, re-executes the saved search query on the most recent data;
  3. Compares the results to the last alert event timestamp to identify new matches to the search criteria since the last run;
  4. If new matches are found, sends a notification (via Mailgun) with the patent or publication details;
  5. Updates the alert event log with the current run timestamp.

This ensures email alerts are only triggered once when search criteria is met, and that the emails provide timely notifications of new matches on the alert search criteria.

UI/UX Flow Summary

Example walkthrough of a Search & Trends session:

1

Authentication

Log in via Auth0 using the login button in the navigation bar. The page displays a login overlay if unauthenticated.

2

Enter Search Criteria

Fill in one or more of the input fields (semantic query, keywords, assignee, CPC, date range). Inputs no longer auto-run searches; changes take effect only after you click Apply.

3

Review Results

The Results section populates with up to 20 patents per page. Patent and publication number are clickable links to view the full document on Google Patents. Use Prev/Next to paginate through results.

4

Analyze Trends

After clicking Apply, the Trend chart reflects your current filters. Use the 'Group by' dropdown to switch between Month, CPC, and Assignee views. Observe filing patterns, spikes, or dominant players.

5

Export Data

To save search results for later research and review, options to export the data set are provided for CSV and PDF. Preferred format is selected by clicking the corresponding button: 'Export CSV' or 'Export PDF'. Results exporting supports up to 1,000 results matching the current semantic search, keyword(s), and other filters.

6

Save Alert (Optional)

If this is a search you want to monitor over time, click 'Save Alert', name the alert, and confirm. The automated backend process will then check the whether the search criteria match any new filings during the next scheduled alerts run, not an email notification will be triggered if necessary.

7

Refine or Reset

Click 'Reset' to clear all filters (no search runs until you hit Apply again), or refine your inputs and click 'Apply' to re-run the search.

Best Practices

Combine Semantic and Keyword Search

AI semantic search and keyword search can be used together, e.g., to refine results, filter is concentrated within a specific context, or ensure that a search for keywords of interest is limited to a domain of interest. Thus, fine-grained control can be achieved by using both a semantic query (to capture conceptually similar patents and publications) and keywords (to ensure specific terms are present). This hybrid approach prevents the signal from being lost in the noise by leveraging the strengths of both methods.

Use Broad CPC Codes for Exploration

To broadly explore technology areas, a CPC code (e.g., 'G06N' for Computing and Calculating; Counting) can be specified as a search criteria. The results can be further refined, e.g., by reference to the trend chart. CPC codes are hierarchical, so broader codes capture more patents and publications, while specific codes narrow the focus. (Note: patents and publications generally have multiple CPC codes, so counts may exceed total results.)

Monitor Competitors with Assignee Filters

Create alerts for specific assignees (e.g., 'Google', 'Microsoft') to stay informed about their latest patents and applications. Combine with CPC and/or keyword filters to focus on technology areas of interest.

Review Trend Charts For Exporting

Trend Chart can provide a quick and convenient visual reference in a variety of contexts. For example, momentums, new products and services, shifts in technology focus, increases/decreases in R&D investment and allocation, etc. can be easily identified by tuning semantic and keyword searching and other filters to values consistent with a trend of interest. Accordingly, Trend Chart can provide a visual verification before exporting a results set.

Alerts Allow Automatic Monitoring, Not One-Time Searches

Alerts provide a mechanism for continuous passive monitoring, avoiding the need for repetitive searches after each USPTO patent grant and application publication date.

Troubleshooting

Issue: No results found

Solution: Try broadening the search by removing filters or using a more general semantic query. Verify that the specified date range does not fall outside the searchable database (2023–present). Check that CPC codes are valid and assignee names are spelled correctly.

Issue: Trend chart shows 'No data'

Solution: Usually caused by filters that are too narrow for any matches. If results are returned with no semantic search, keywords, or other filters applied, try resetting and incrementally narrowing the search focus.

Issue: Alert save fails

Solution: Ensure you are authenticated (logged in via Auth0) and you have an active subscription. Check that at least one filter is active (an empty alert with no criteria cannot be saved). Verify the alert name is not empty.

Issue: Export downloads are empty or fail

Solution: Verify that the current search returns results before exporting. Check your browser's download settings to ensure the file is not being blocked. If the PDF fails, try CSV export as a fallback.

Issue: Search is slow or times out

Solution: Very broad semantic queries or large date ranges can be slow. Try narrowing the date range or adding additional filters (assignee, CPC) to reduce the search space. Contact support if timeouts persist.

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