uspto-database

What this skill does

# USPTO Database

## Overview

USPTO provides specialized APIs for patent and trademark data. Search patents by keywords/inventors/assignees, retrieve examination history via PEDS, track assignments, analyze citations and office actions, access TSDR for trademarks, for IP analysis and prior art searches.

## When to Use This Skill

This skill should be used when:

- **Patent Search**: Finding patents by keywords, inventors, assignees, classifications, or dates
- **Patent Details**: Retrieving full patent data including claims, abstracts, citations
- **Trademark Search**: Looking up trademarks by serial or registration number
- **Trademark Status**: Checking trademark status, ownership, and prosecution history
- **Examination History**: Accessing patent prosecution data from PEDS (Patent Examination Data System)
- **Office Actions**: Retrieving office action text, citations, and rejections
- **Assignments**: Tracking patent/trademark ownership transfers
- **Citations**: Analyzing patent citations (forward and backward)
- **Litigation**: Accessing patent litigation records
- **Portfolio Analysis**: Analyzing patent/trademark portfolios for companies or inventors

## USPTO API Ecosystem

The USPTO provides multiple specialized APIs for different data needs:

### Core APIs

1. **PatentSearch API** - Modern ElasticSearch-based patent search (replaced legacy PatentsView in May 2025)
   - Search patents by keywords, inventors, assignees, classifications, dates
   - Access to patent data through June 30, 2025
   - 45 requests/minute rate limit
   - **Base URL**: `https://search.patentsview.org/api/v1/`

2. **PEDS (Patent Examination Data System)** - Patent examination history
   - Application status and transaction history from 1981-present
   - Office action dates and examination events
   - Use `uspto-opendata-python` Python library
   - **Replaced**: PAIR Bulk Data (PBD) - decommissioned

3. **TSDR (Trademark Status & Document Retrieval)** - Trademark data
   - Trademark status, ownership, prosecution history
   - Search by serial or registration number
   - **Base URL**: `https://tsdrapi.uspto.gov/ts/cd/`

### Additional APIs

4. **Patent Assignment Search** - Ownership records and transfers
5. **Trademark Assignment Search** - Trademark ownership changes
6. **Enriched Citation API** - Patent citation analysis
7. **Office Action Text Retrieval** - Full text of office actions
8. **Office Action Citations** - Citations from office actions
9. **Office Action Rejection** - Rejection reasons and types
10. **PTAB API** - Patent Trial and Appeal Board proceedings
11. **Patent Litigation Cases** - Federal district court litigation data
12. **Cancer Moonshot Data Set** - Cancer-related patents

## Quick Start

### API Key Registration

All USPTO APIs require an API key. Register at:
**https://account.uspto.gov/api-manager/**

Set the API key as an environment variable:
```bash
export USPTO_API_KEY="your_api_key_here"
```

### Helper Scripts

This skill includes Python scripts for common operations:

- **`scripts/patent_search.py`** - PatentSearch API client for searching patents
- **`scripts/peds_client.py`** - PEDS client for examination history
- **`scripts/trademark_client.py`** - TSDR client for trademark data

## Task 1: Searching Patents

### Using the PatentSearch API

The PatentSearch API uses a JSON query language with various operators for flexible searching.

#### Basic Patent Search Examples

**Search by keywords in abstract:**
```python
from scripts.patent_search import PatentSearchClient

client = PatentSearchClient()

# Search for machine learning patents
results = client.search_patents({
    "patent_abstract": {"_text_all": ["machine", "learning"]}
})

for patent in results['patents']:
    print(f"{patent['patent_number']}: {patent['patent_title']}")
```

**Search by inventor:**
```python
results = client.search_by_inventor("John Smith")
```

**Search by assignee/company:**
```python
results = client.search_by_assignee("Google")
```

**Search by date range:**
```python
results = client.search_by_date_range("2024-01-01", "2024-12-31")
```

**Search by CPC classification:**
```python
results = client.search_by_classification("H04N")  # Video/image tech
```

#### Advanced Patent Search

Combine multiple criteria with logical operators:

```python
results = client.advanced_search(
    keywords=["artificial", "intelligence"],
    assignee="Microsoft",
    start_date="2023-01-01",
    end_date="2024-12-31",
    cpc_codes=["G06N", "G06F"]  # AI and computing classifications
)
```

#### Direct API Usage

For complex queries, use the API directly:

```python
import requests

url = "https://search.patentsview.org/api/v1/patent"
headers = {
    "X-Api-Key": "YOUR_API_KEY",
    "Content-Type": "application/json"
}

query = {
    "q": {
        "_and": [
            {"patent_date": {"_gte": "2024-01-01"}},
            {"assignee_organization": {"_text_any": ["Google", "Alphabet"]}},
            {"cpc_subclass_id": ["G06N", "H04N"]}
        ]
    },
    "f": ["patent_number", "patent_title", "patent_date", "inventor_name"],
    "s": [{"patent_date": "desc"}],
    "o": {"per_page": 100, "page": 1}
}

response = requests.post(url, headers=headers, json=query)
results = response.json()
```

### Query Operators

- **Equality**: `{"field": "value"}` or `{"field": {"_eq": "value"}}`
- **Comparison**: `_gt`, `_gte`, `_lt`, `_lte`, `_neq`
- **Text search**: `_text_all`, `_text_any`, `_text_phrase`
- **String matching**: `_begins`, `_contains`
- **Logical**: `_and`, `_or`, `_not`

**Best Practice**: Use `_text_*` operators for text fields (more performant than `_contains` or `_begins`)

### Available Patent Endpoints

- `/patent` - Granted patents
- `/publication` - Pregrant publications
- `/inventor` - Inventor information
- `/assignee` - Assignee information
- `/cpc_subclass`, `/cpc_at_issue` - CPC classifications
- `/uspc` - US Patent Classification
- `/ipc` - International Patent Classification
- `/claims`, `/brief_summary_text`, `/detail_description_text` - Text data (beta)

### Reference Documentation

See `references/patentsearch_api.md` for complete PatentSearch API documentation including:
- All available endpoints
- Complete field reference
- Query syntax and examples
- Response formats
- Rate limits and best practices

## Task 2: Retrieving Patent Examination Data

### Using PEDS (Patent Examination Data System)

PEDS provides comprehensive prosecution history including transaction events, status changes, and examination timeline.

#### Installation

```bash
uv pip install uspto-opendata-python
```

#### Basic PEDS Usage

**Get application data:**
```python
from scripts.peds_client import PEDSHelper

helper = PEDSHelper()

# By application number
app_data = helper.get_application("16123456")
print(f"Title: {app_data['title']}")
print(f"Status: {app_data['app_status']}")

# By patent number
patent_data = helper.get_patent("11234567")
```

**Get transaction history:**
```python
transactions = helper.get_transaction_history("16123456")

for trans in transactions:
    print(f"{trans['date']}: {trans['code']} - {trans['description']}")
```

**Get office actions:**
```python
office_actions = helper.get_office_actions("16123456")

for oa in office_actions:
    if oa['code'] == 'CTNF':
        print(f"Non-final rejection: {oa['date']}")
    elif oa['code'] == 'CTFR':
        print(f"Final rejection: {oa['date']}")
    elif oa['code'] == 'NOA':
        print(f"Notice of allowance: {oa['date']}")
```

**Get status summary:**
```python
summary = helper.get_status_summary("16123456")

print(f"Current status: {summary['current_status']}")
print(f"Filing date: {summary['filing_date']}")
print(f"Pendency: {summary['pendency_days']} days")

if summary['is_patented']:
    print(f"Patent number: {summary['patent_number']}")
    print(f"Issue date: {summary['issue_date']}")
```

#### Prosecution Analysis

Analyze prosecution patterns:

```python
analysis = helper.analyze_pro