The Cassis Series of Optical Disc Products

PTDL Training Seminar

Alexandria, VA

April 7, 2006

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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

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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

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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

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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

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Patents BIB:Apps Bibliographic information for published

patent applications published from March 15, 2001, to date

Updated bimonthly There are 15 searchable fields

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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

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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

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Patent BIB:Grants Fields Titles (1969+ for utility)* Abstracts (Sept. 1988+) 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

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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

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Trademarks BIB:ACE

Bibliographic information from “dead” marks – Abandoned applications or Cancelled or Expired US trademarks

Updated bimonthly More than 30 searchable fields

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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

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Trademarks BIB:Live

Bibliographic information from pending or active, registered US trademarks

Updated bimonthly More than 30 searchable fields

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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

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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

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Patents and Trademarks ASSIGN Fields Assignee Assignor Patent number Patent title

Trademark Serial number Document type Reel & frame number

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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

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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

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Cassis2 User Interface

Screen tabsDatabase selection

Current database

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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

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Short Form Search Screen

Field selection

Search operator

Search results

Returned search statement

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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

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Form Search Screen

Field selection

Text input boxes

Inter-mediate search results

Final search results

Returned search statement

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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

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Command Search Screen

Field selection

On-screen help

Search results

Search statement

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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

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Results Screen

Search statement

Results list

Individual recordSelection box

Current record number

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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

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Index Browse WindowField Name

Occurrences of Indexed Term

Search Term

Toolbar

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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!

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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

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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

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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)

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Options for Saving

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Options for Exporting

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Save/Export File as Window

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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

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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

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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

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Exporting Cassis2 Results Into Excel

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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

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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

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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

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Questions?