PatentSight+

What this article covers Introduces Protégé in PatentSight+ and how it transforms natural language questions into structured patent analyses and visual insights. Explains the four-step workflow Protégé follows, from interpreting a business question to generating contextualized charts, summaries, and recommendations. Shows common use cases and provides prompt-writing guidance to help you get th...

What’s New?A new feature allows users to control the Document Display Language independently of the user interface language, including the option to view documents in their original publication language. This enhances flexibility for global users and multilingual analysis. Greater Control Over Document LanguageYou can now choose how patent documents are displayed independently of your interface...

What this article covers Explains what the Innovation Momentum Report is and how it identifies companies demonstrating the strongest recent innovation performance based on forward-looking portfolio development. Describes how the Innovation Momentum methodology differs from traditional rankings by focusing on two-year portfolio evolution, quality improvement, and momentum rather than static pat...

AI classifiers are often organized within a taxonomy hierarchy of related technology areas, where each level is represented by a taxonomy node containing one or more AI classifiers. Previously, AI classifier searches in PatentSight+ were limited to individual classifiers.Now, you can search by an entire taxonomy node. The search results will include all AI classifiers within that taxonomy node ...

What this article covers Explains what the AI-Powered Analysis Builder and AI-Powered Insights features are, and how they differ from LexisNexis Protégé™. Shows how the Analysis Builder converts a plain-language business goal into a suggested analysis with pre-filled charts, tables, and workbook content. Explains how AI-Powered Insights generates summaries, key findings, and recommended next s...

Benefits of AI Classification in PatentSight PatentSight is the only patent analytics tool to use AI and machine learning to map patents to technologies. Why does this matter? AI Classification in PatentSight gives you accurate and up-to-date patent information on how you view the technology spaces you are operating in and allows you to visualize this data to make better decisions on your portf...

What this article covers Explains what PatentSight+ is and the patent analytics capabilities it provides. Shows the key business questions PatentSight+ helps answer across competitive intelligence, portfolio management, and technology scouting. Describes who uses PatentSight+ and how different organisations apply it to support IP strategy and business decision-making. .ps-callout{ m...

What this article covers Explains the types of strategic insights PatentSight+ can provide through curated patent data, harmonized metrics, and interactive visualizations. Describes the two broad categories of patent analysis: understanding the current state of a portfolio and identifying opportunities to improve it. Shows how PatentSight+ supports common business use cases, including R&D stra...

What this article covers How PatentSight workbooks are structured, including sheets and the Search, Analysis Templates, and Analysis Display panels. How to run basic analyses using Field Search and key filters such as owner, IPC codes, patent families, and filing year. How to use analysis templates (e.g. Sunburst, filing year charts, result lists) to explore technology fields and portfolio dat...

What this article covers Explains what workbooks are in PatentSight+ and how sheets, search queries, and widgets work together. Shows how to use Analysis Templates to quickly build analyses with charts and tables. Explains how to copy and paste sheets, search queries, search fields, and widgets between workbooks. Shows how to save, share, restore, and manage workbooks and their contents. Expla...

Enhanced Sheet Navigation Centralized Sheet Management Improved scrolling through sheet tabs Enhanced Sheet Navigation You can now click the arrow next to the workbook name to see an overview of all the sheets in the workbook, including an indication of the currently active sheet. Clicking on a sheet name in the sheet navigation panel helps you move to that sheet quickly. Centralized Sheet Man...

What this article covers Explains what Playbooks are in LexisNexis® PatentSight+™ and how they guide you through common IP analytics workflows using preconfigured charts, tables, and filters. Describes why Playbooks are useful, including how they help speed up analysis, apply best practices, and reduce guesswork when working with patent data. Provides an overview of the available Playbooks, wh...

What this article covers Explains how Full-Text Search works across patent titles, abstracts, claims, and descriptions using English-language and machine-translated content. Describes the Boolean operators, proximity operators, wildcards, escape characters, and syntax rules available when building Full-Text searches. Explains how Full-Text Search handles common edge cases, including stop words...

Example 1: Searching Within an Example DocumentExample 2: Combining Multiple Full-Text Search FieldsFull-Text Search Results of Search AFull-Text Search Results of Search B Example 1: Searching Within an Example Document   Operator Full-Text Search Query Hit Explanation AND   ◎ Both the words "antibody" and "polypeptide" appear in the example document.   - The word "DNA" does not appe...

Introduction IPC Original IPC Smart   Introduction The IPC section, class, subclass, group, main group, or subgroup into which at least one member of the patent family is classified. The IPC (International Patent Classification) was established in the Strasbourg Agreement of 1971 as an internationally uniform patent classification system and is used by patent offices worldwide. The IPC has a hi...

Using the Search PanelBuilding a Search QueryBoolean OperatorsParentheses (Subqueries)Searching for Patent Families by Application, Publication, and Patent NumbersFull-Text SearchDragging Items From Charts and Tables Into the Search Panel Using the Search Panel Use the icons displayed in the top menu of the search panel to add search fields to your search query. Select one of the icons...

IntroductionSwitching Between the Field Search Mode and the Syntax Search ModeSearch SyntaxDifferent Types of Search FieldsListingsNumeric ValuesDatesListings with DatesSearch AssistantSaved SearchesSearch History Introduction The PatentSight search syntax comes with 4 components that enhance your patent search. In the syntax search mode, you can directly type in a search query without ha...

Introduction Drilldown OptionsOption 1: "Add to Search Query"Option 2: "Drill Down to New Sheet"Option 3: "Drill Down to Result List"Option 4: "Drill Down to Lower Level"Drilling Down to Data Points Based on Multiple AttributesDrilling Down to Past Reporting Dates Introduction The drilldown feature of the PatentSight allows you to take a closer look at any data point of interest that you encoun...

What this article covers Answers common questions about what Protégé is, who it's designed for, and how it works alongside PatentSight+. Explains how to get the best results from Protégé, including guidance on prompting and validating AI-generated insights. Clarifies supported languages, data sources, and how Protégé uses PatentSight+ and public information to generate responses. Describes Tru...

What this article covers Explains what AI Classifiers are and how they help focus analyses on specific technology domains. Describes how classifier scores identify relevant patent families and how relevance thresholds can be applied. Shows how custom classifier taxonomies can support technology landscapes, portfolio analysis, and business-specific use cases. Explains what's required to build A...

Where can I find AI Classifiers in PatentSight+Applying AI Classifiers in your Searches Applying AI Classifiers in Visual Search (Field Search Mode) Applying AI Classifiers in Syntax Mode AI Classifier description, last exported and last modified date Where can I find AI Classifiers in PatentSight?First of all, only users explicitly granted access will see and use AI Classifiers in their Patent...

How can I use AI Classifiers to perform an analysis? Technology Landscape Search A Portfolio split by Technology Multiple Portfolios split by Multiple Technologies (Competitor intel/Benchmarking) Technology Landscape excluding selected portfolios Analysing the Data - Technology Matrix Chart  How can I use AI Classifiers to perform an analysis?Technology Landscape SearchAn 'AI Classifier' can be...

Introduction to AI Classifier ScoresWhy would I sort results by AI Classifier Score?Filter and sort by AI Classifier Scores Introduction to AI Classifier ScoresAn AI classifier is a supervised machine learning algorithm trained to recognize patent families relevant to a specific technology domain. Each patent family receives a classifier score ranging from 0 to 1 — where 0 means no relevance, a...

IntroductionWho Can Access AI Classifiers?Access for Non-Admin usersFor Admin users: How to manage access for AI Classifiers IntroductionWe recently implemented role-based access to AI Classifiers in PatentSight+. PatentSight + Admins now have control over who can view and use AI classifiers in searches and analyses, who can provide feedback for AI classifiers, and who can also be given admin a...

What this article covers Explains how AI Classifiers are exported and synchronised from the LexisNexis Classification platform (Builder environment) to PatentSight+, whether that’s via on-demand export or automatic re-synchronization. Clarifies that AI Classifier building, exporting, and synchronization control are performed in the Classification platform, while verification and usage occur in...

Available Chart TypesWhere to select charts and tables Analysis Templates Insert Chart or Table Charts and table templates - "Analysis Templates"Playbooks Available Chart TypesAt a high level, PatentSight+ offers a range of charts types for your analyses. These are Bar, Column, Waterfall, Line, Pie, Bubble, Matrix, Map, Sunburst and Radar.Each chart type is suited to different analytical questi...

How to use this guideInterpreting Charts and TablesAnalysis Templates - Charts (including Result List)Analysis Templates - TablesData Groupings - How Analyses Can Be SegmentedBusiness Use CasesChoosing the Right Workflow for Your Analysis How to use this guidePatentSight+ provides a range of pre-configured charts and tables designed to help you analyze patent portfolios quickly and consistently...

What this article covers Explains that charts in PatentSight+ are fully configurable analytical tools (not static visuals) that let you switch measures, groupings, and chart types to analyze data from multiple perspectives. Describes how to add charts to a workbook using templates or blank charts, and how different chart types support different analytical questions (comparison, time developmen...

What this article covers It explains that tables in PatentSight+ are dynamic analytical tools designed for structured comparison, ranking, and benchmarking across portfolios and technologies. Describes how to add tables using templates or blank inserts, and how different table structures support benchmarking, technology breakdown, and co-ownership analysis. Shows how to configure and interact ...

How to Share Your Content With Other Users Share & Manage Access to Workbooks Share & Manage Access to Workbooks, Tags, Saved Searches & Entire Folders Share & Manage Access to Entire Folders Share & Manage Access to Custom Fields Sharing Options: Read, Modify/Write, AdminHow to Share & Manage Access to AI ClassifiersSharing Options for AI Classifiers: Read, Feedback, AdminSharing Notifications...

You will see a detailed description of export options for tables, charts, and patent evaluation sheets using different file format such as XLSX, CSV, TSV, Image, PNG, and Video. Export Options for Tables: Option 1: Copy to Clipboard You can copy the information displayed in a table to clipboard. You can use this option for tables with up to 1,000 rows of data. To export data from a table that c...

Exporting an Analysis to PowerPoint in PatentSight Default Format Create or open an existing workbook you want to export to PowerPoint. Instead of exporting an entire workbook. Due to space constraints in PowerPoint, it is recommended to limit the number of widgets in a single sheet to a maximum of four. You can name your widgets with a desired title. Widgets without title will be given ...

Introduction You can upload your own PowerPoint file (custom template) to PatentSight to download your analyses in your own corporate identity. Your custom template needs to meet the following three minimum requirements: A Slide Master with only one Layout Master The Slide Master of your PowerPoint file may have only one Layout Master. If your template contains more than one Layout Master – whi...

How to explain PatentSight+ metrics in business termsLexisNexis® PatentSight+™ provides powerful metrics for analyzing patent portfolios, but most business stakeholders don’t think in patent metrics like 'Patent Portfolio Size' or 'Patent Asset Index', which are portfolio size and portfolio strength metrics in LexisNexis PatentSight+. Instead, they are focused on business questions such as:Wher...

What this video coversUnderstand how benchmarking uses patent data to compare companies, technologies, and competitive positioning.Demonstrates how LexisNexis® PatentSight+™ evaluates portfolio size, patent quality, and overall strength to reveal strategic differences between competitors.Shows how tracking patent trends, technology focus, and geographic protection strategies helps you identify ...

What this video coversUnderstand how patent citation analysis helps you detect emerging competitors and disruptive technologies before they impact the market.Learn how analyzing citation data by patent strength, rather than volume alone, reveals early signals of technological shifts.See how LexisNexis® PatentSight+™ supports ecosystem monitoring, trend scouting, and identification of emerging c...

What this video coversUnderstand how patent analytics helps you identify cost-saving opportunities and new revenue streams by analyzing portfolio maintenance and technology value.See how LexisNexis® PatentSight+™ benchmarks annuity fees and applies citation-based quadrant analysis to identify patents to retain, abandon, license, or monetize.Learn how portfolio value distribution and competitor ...

What this video coversUnderstand how patent analytics can strengthen your M&A evaluation by revealing underlying technology assets and long-term innovation strategies.See how LexisNexis® PatentSight+™ assesses pre- and post-merger competitive positioning using portfolio size, patent quality, and overall strength.Learn how IP data helps you identify technology synergies, competitive shifts, and ...

What this video coversUnderstand how ESG strategies and the UN Sustainable Development Goals (SDGs) connect to patent data and measurable sustainability innovation.See how LexisNexis® PatentSight+™ maps patents to SDGs to identify, quantify, and track sustainability-related technologies within company portfolios.Learn how comparing SDG-related patent activity across companies helps assess innov...

User Interface (UI) LanguageHow to select the UI LanguageDocument Display LanguageHow to select the preferred Document Display Language IntroductionPatentSight+ provides language settings for the user interface (UI), and document display.Supported languages include English (default), Chinese (Simplified), Japanese, and Korean for the UI and document display (where applicable).PatentSight+ suppo...

Introduction1. UP and UPC: Intro and DifferencesUnitary PatentUnified Patent Court jurisdictionUPC - Where is it?UPC - Opt-outCosts2. Coverage3. UP in PatentSight data + filter + Analytics function3.1 Data3.2 Filters, Groupings and Measures3.3 Indicators3.4 Annuity Fees3.5 Legal Status3.5.1 Unitary Patents3.5.2 UPC Effect3.5.3 How to find Unitary Patents in PatentSight Introduction Unitary Pate...

What this article covers Explains how to isolate a subsidiary's patent portfolio from its Ultimate Owner using the Applicant and Assignee search fields. Shows how to save the resulting portfolio as a saved search or tag for future analyses. Demonstrates how to analyse, compare, or exclude a subsidiary's portfolio when evaluating a parent company's patent holdings. .ps-callout{ margi...

Since patent data is "alive" and the PatentSight database is constantly being updated and improved, the exact reproduction of analysis results from the past may not be possible at a later point in time. However, you can save your search results and your analysis results by using one of PatentSight’s export options. It may also be useful to regularly tag the set of patent families obtained as se...

The Competitive Impact deciles are formed by sorting all active patent families in the PatentSight database by their Competitive Impact and subsequently dividing the patent families in this ranking into ten equal groups from the top to the bottom. As a result, the global top 10% of the patent families by Competitive Impact form the Competitive Impact decile "10", whereas the global bottom 10% o...

While a patent family might no longer be protected in any authority and therefore have a Market Coverage and Competitive Impact of "0", it still may be significant for subsequent art, as expressed in the citations it still receives or has already received from other patent families. Therefore, the Technology Relevance is calculated for both active and inactive patent families even after the exp...

New Feature: Independent Document Display Language SettingPatentSight+ Release 4.59 introduces a new Document Display Language setting that allows users to control the language used for patent documents independently of the user interface language.Previously, patent documents were displayed based on the selected interface language. With this update, users can now choose a separate document disp...

Enhanced Feature: Search AI classifiers more efficiently using taxonomy nodesAI classifiers are often organized within a taxonomy hierarchy of related technology areas, where each level is represented by a taxonomy node containing one or more AI classifiers. Previously, AI classifier searches in PatentSight+ were limited to individual classifiers.Now, you can search by an entire taxonomy node. ...

Improvement: Enter Grant Event Filter Dates with EaseImproved ease of use for filter date entry. The Grant Event in Authority filter's date range can be populated by selecting a value from the Date Range control. This simplifies the process of selecting dates to run the filter for.  Choose from Past 9 months, Past 6 months, Past 3 months, and Custom. The values selected can be saved for later u...

AI- Powered Analysis Builder and Insights Sign in to PatentSight+ with Single Sign-on (SSO)   New Feature: AI-Powered Analysis Builder and Insights Streamline your IP analysis in PatentSight+ with the new features AI-Powered Analysis Builder and AI-Powered Insights - now available. These capabilities allow you to generate tailored analyses and AI-written insights instantly - just by describing ...

New Feature: Patent Family TreeAccess the patent family tree in the Family Viewer of the Result List to visualize the relationships between patent applications. To explore all key features, you can open the tree in full-screen view.Key Features Explore Family Structures Visualize relationships between applications, publications, and grants in chronological order, starting from the earliest pri...

Improvement: Email Notifications for Shared Objects When you share an object with another user, you can now choose to notify them by email. You also have the option to include a custom message for added context.  In addition, the sharing settings are now in a separate tab, providing more space for easier sharing.   For convenient access, the sharing notification email includes a link to the sh...