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Conducting a Patent Search at a Patent and Trademark Depository Library (PTDL)
The 7-Step Strategy for Conducting a Patent Search
 
Related Resources
Patent Search

  1. Index to the U.S. Patent Classification (Paper, Cassis or USPTO Web) 

  2. Begin with this alphabetical subject index to the Manual of Classification. Look for common terms describing the invention and its function, effect, end-product, structure, and use. Note class and subclass numbers.
     
  3. Manual of Classification (Paper, Cassis or USPTO Web) 

  4. Locate class and subclass numbers in the Manual. Note where the terms fall within the US Patent Classification System. Scan the entire class schedule, paying attention to the dot indent. Revise search strategy as needed.
     
  5. Classification Definitions (Microfiche, Cassis or USPTO Web) 

  6. Read the definitions to establish the scope of class(es) and subclass(es) relevant to the search. The definitions include important search notes and suggestions for further searching.
     
  7. Browse Patent Titles and Abstracts (Cassis, WEST - Web-based Examiner Search Tool* or USPTO Web)

  8. Check if you are on the right path; retrieve and browse through titles of patents and published applications in the given class and subclass. Or redirect the search: retrieve lists of patents and published applications containing applicable keywords; note their class and subclass numbers and go back to Step 2. Remember that Patents BIB includes bibliographic information for patents from 1969 to present and published patent applications from 2001 to the present. WEST includes the full-text of patents from 1971 to the present. USPTO databases on the Web include the full-text of patents from 1976 and images (searchable only by class or number) from 1790 to the current week, plus published applications from 2001 to present.
     
  9. Retrieve Subclass Listing (Cassis, WEST* or USPTO Web) 

  10. Once you have identified the relevant classes and subclasses, obtain a list of all patent numbers granted from 1790 to the present and all published applications from 2001 to the present for every class and subclass to be searched.
     
  11. Official Gazette - Patent Section (Paper, Microform or USPTO Web) 

  12. Go to the Gazette and look for exemplary claim(s) and a representative drawing for all patents on the list(s) to eliminate patents unrelated to the invention. For published applications, view the complete document on-line.
     
  13. Complete Patent Document (Microfilm, Paper, Cassis or USPTO Web) 

  14. Search the complete text and drawing(s) of closely related patents to determine how different they are from the invention. (Years of coverage vary with format).
*WEST is available at some PTDLs. See the complete list of PTDLs identifying WEST participants.

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