The Cassis Series of Optical Disc Products PTDL Training Seminar Alexandria, VA April 7, 2006

2 Cassis Series of Optical Discs Cassis2 Searchable Products Patents Patents ASSIST Patents BIB Patents CLASS Trademarks Trademarks BIB Assignments Patents & Trademarks ASSIGN USA Image Products Patents USAApp USAPat Trademarks USAMark

3 Why Is Cassis Still Here? Most information available on Cassis discs is also on the web, however: It contains some data not on the web It provides a number of functionalities not available on the web It provides a backup for times when web is not available Not everyone has access to the web

4 Contents – Patents ASSIST Attorney/Agent Roster CAST (Classification, Art Unit, SPE, Telephone List)* Classification Definitions* Classification Order Index* Index to US Patent Classification* * Not on web or enhanced in some way on Cassis discs

5 Contents – Patents ASSIST, cont. Inventor/Assignee File (1969+ for assignees)* IPC to USPC Concordance* Manual of Classification (2 versions – Page and Title)* Manual of Patent Examining Procedure* Updated quarterly * Not on web or enhanced in some way on Cassis discs

6 Patents BIB:Apps Bibliographic information for published patent applications published from March 15, 2001, to date Updated bimonthly There are 15 searchable fields

7 Patents BIB:Apps Fields Title and abstract Inventor Classification Kind code Correspondence address Publication date Publication number Document type USAApp volume ID* (not searchable) * Not on web or enhanced in some way on Cassis discs

8 Patents BIB:Grants Bibliographic information from patent grants from 1969 to present Dates of coverage varies by patent section and type of patent Published bimonthly More than 15 searchable fields

9 Patent BIB:Grants Fields Titles (1969+ for utility)* Abstracts (Sept ) Inventor name and address (unless assigned)(1975+ for utility) Assignee name (1969+)* Assignee code* Assignment type code* Status* Document type Classification USAPat volume ID* (not searchable) * Not on web or enhanced in some way on Cassis discs

10 Patents CLASS Classification by patent numbers Patent numbers by classification No application information Prints all numbers on one page* Updated bimonthly * Not on web or enhanced in some way on Cassis discs

11 Trademarks BIB:ACE Bibliographic information from “dead” marks – Abandoned applications or Cancelled or Expired US trademarks Updated bimonthly More than 30 searchable fields

12 Trademarks BIB:ACE Fields Mark Owner Goods and services Design search code Pseudo mark Translation International class(es) US class(es) Filing date Published for opposition date Live/dead status Reason for “death” of mark

13 Trademarks BIB:Live Bibliographic information from pending or active, registered US trademarks Updated bimonthly More than 30 searchable fields

14 Trademarks BIB:Live Fields Mark Owner Goods and services Design search code Pseudo mark Translation International class(es) US class(es) Filing date Registration date Published for opposition date Live/dead status Register Renewal date

15 Patents and Trademarks ASSIGN Bibliographic information from patent and trademark assignments Can search patents and trademarks separately or simultaneously* Patent assignments – 1980 to date Trademark assignments – 1955 to date Updated bimonthly * Not on web or enhanced in some way on Cassis discs

16 Patents and Trademarks ASSIGN Fields Assignee Assignor Patent number Patent title Trademark Serial number Document type Reel & frame number

17 USA Image Products USAApp – patent application publications from March 15, 2001, to date USAPat – granted patents from 1790 to date USAMark – US trademark registration certificates from 1870 to date

18 Cassis2 User Interface Uses the BRS/Search engine also used with WEST, EAST, and Full Text databases on web Three search screens with varying degrees of difficulty of use Online help system provided Separate results screen Many features are not available on the web

19 Cassis2 User Interface Screen tabs Database selection Current database

20 Short Form Search Screen Default search screen Easiest to use - intended for general public/ new users Steps in search: 1)Select field from drop-down boxes 2)Fill in text boxes 3)Select operator from drop-down boxes if more than one term or field 4)Hit Enter or click Search

21 Short Form Search Screen Field selection Search operator Search results Returned search statement

22 Form Search Screen Next degree of difficulty Can combine multiple fields – more than 2 Steps in search: 1)Select fields from drop-down boxes 2)Enter search terms in text boxes 3)Select operator if more than one term or field 4)Hit Enter or click Search

23 Form Search Screen Field selection Text input boxes Inter- mediate search results Final search results Returned search statement

24 Command Search Screen Most difficult search screen – most unforgiving Boolean, command language Must use.field. format, but you can use field and operator buttons rather than typing Dates must be entered in proper format (Tip: Use Short Form and Form Search for dates) Must use “Search” button - can’t use Enter! On-screen help by field

25 Command Search Screen Field selection On- screen help Search results Search statement

26 Results Screen Top window displays list of document numbers and patent titles/ trademarks/ assignees (depending on database used) Lower window displays the complete record corresponding to list entry above User saves, prints, exports, and changes display view from this screen

27 Results Screen Search statement Results list Individual record Selection box Current record number

28 Cassis2’s Special Features Index Browse Search terms in each field are indexed; these indexes are browsable using the Index feature Select Index from Tools Menu or click on icon Type in text box to scroll to desired term Select search terms from the index to insert into search screen Allows you to determine proper input format for field and also misspellings or variations of search terms

29 Index Browse Window Field Name Occurrences of Indexed Term Search Term Toolbar

30 Special Features Selecting Documents from Results Screen Yellow box displayed to the left of all entries in results list in upper window Click in the box to select that document Select multiple documents Print, save or export these particular documents TIP: Create custom display style or sort prior to selecting documents – display styles and sorting delete selections!

31 More Special Features Printing Search Results: Print single or multiple documents Print one or all items in the results list Select specific items or documents to print Saving Search Results: Saves the record as displayed on results screen (with field titles) Save using the formats listed above under printing

32 Special Features Exporting Search Results Export using delimiters (| - comma – tab) or SGML (tagged data). Delimited data can be imported to a spreadsheet Export single, multiple or selected documents Exported data do not include field titles as with saved data

33 Steps in Saving Records When the search is complete, select Save from the File Menu, then select:  All documents  Current document  Selected documents (those selected by clicking in the yellow box)  All items  Current item  Selected items (those selected by clicking in the yellow box)

34 Options for Saving

35 Options for Exporting

36 Save/Export File as Window

37 Exporting & Saving Cassis2 Records Once files are saved or exported, the files can be written to a CD-RW in the E:\ drive. To do this: Open Windows Explorer or My Computer Locate the Z:\ drive and the folder(s) or file(s) to save

38 Exporting With Cassis2 To view the results of the file, you can: Open the file in a text reader Open the file in Excel, Access, or another similar program

39 Exporting With Cassis2 On the second window, click in the “Other” box in the Delimiter section Type the Pipe (|) symbol in the text box Click “Next” On the third window, select “General” column data format Click “Finish” Your imported data is displayed in a spreadsheet

40 Exporting Cassis2 Results Into Excel

41 Special Features Custom Display Style Sheets User can create a special display style for saving, printing or exporting Custom styles can include desired fields in any order A mailing label format is provided on Patents BIB and Attorney/Agent Roster

42 Special Features Search History While performing search, entire session is being saved Reuse search statements during current session Save and reuse individual search statements or entire history in later session

43 Special Features Table of Contents Provided in MPEP and Class Definitions Lets you jump to a specific section or subsection Another way to use the files in addition to searching text

44 Questions?