TABLE OF CONTENTS

• Forewords
• How to activate the SEP Search?
• Search criteria of the SEP module 
• First contact with the histlist SEP
  • Standards tab?
• Specificities and limits of this SEP hitlist
• Coming soon: analysis module with SEP Data

Forewords

This article explains the dedicated SEP (Standard Essential Patents) search, available with the SEP paid module subscription. If you're seeking information about the general SEP search available to all users, please refer to this article.

For details on data coverage and technologies included in this paid module, you can check the SEP Coverage article. 

How to activate the SEP Search?

To access the SEP dedicated search, the module needs to be activated by the Orbit Intelligence Administrator by associating the Standard Essential patents group to the user's logon (see Orbit Admin and your Orbit administrators).

Once activated, the SEP search option can be reached from the Advanced search form: 

At the very left bottom of the Advanced search, use "Manage fields" and turn on the section "Standard Essential patents" to add it to the form (scroll list to bottom). 

Your Advanced search now includes the dedicated section:

Search criteria of the SEP module 

SEP module's search criteria are five: Technology, Status, Claim Type, Declaration date and Standard number.

Criterion types are separated with an AND operator.

Selection of multiple values within one criterion is possible. The values selected are combined with an implicit OR operator.

The SEP module search criteria can be combined with other key search within the Advanced Search form. 

Technology can be selected among the technologies covered by this module. 

With the status, you can limit the search to the assessed patents and filter it by the ones that were found Essential or Non-Essential (or both) to a standard through Questel's Essentiality Analysis. 

Candidate for declaration refers to potential Blanket Declarations.

All declared  displays all declared patents (assessed by Questel or not) to standard organizations within the related technologies and standards organizations of this module.

For more insights on the technology and the status criteria please refer to SEP Coverage article.

The claim type can be selected among: UE, Non-UE or System.

In the context of the SEP module:

• UE: Refers to patents essential to standards used by UE (User Equipment) and UE only as defined in the claims specifications.
• Non-UE: Refers to patents essential to standards used by Non-UE Equipment such as network and infrastructure devices and not including UE operations' specifications in the claims. 
• System: Refers to patents essential to standards specifying in their claims operations related to both UE and Non-UE Equipment.

The claim type search field can be filtered by Any patents or Essential only patents.

Once defined where your standard may apply, you can use the form with the following examples: 

To search by a standard number the following formats should be applied: 

• ETSI names: AA DD.DDD where A is a letter and D a digit i.e. TS 36.355 
• IEEE names: coming soon
  

First contact with the histlist SEP

Once you have done a search, as always the hitlist will appear. 

We strongly advise to configure your filter tab on the left "Filter options".  You can customise the criterion (same as search section) and organise them as well.  

If you are not familiar with this customisation interface, you can use arrows or do some drag&drop with items, from left to right or reorder them. Here a suggested configuration:

On right-hand side of the interface, you find your common configuration with Preview, images etc... 

Please note the dedicated Standards tab : this tab will always open once you have done a SEP search or you current results are related to a SEP Search by any means. If you run a similarity search based on a family you have found out from a SEP search, the hitlist displayed afterwards will show the Standards tab by default.

In other words, to see this dedicated Standards tabs, you have to make a first search with SEP section.

Standards tab?

This dedicated tab is the main interface you will find the most important data about SEP :

• Technology: Is this family declared by ETSI, IEEE and other organisations ?
• Access to Declaration Data and Essentiality Analysis: Provides insights into patents declared in standards
• Retrieve without effort the different declarations related to above standards
• And more broadly the common elements associated with standards like the name, project, date etc....

Specificities and limits of this SEP hitlist

Questel added several columns to the hitlist, to better screen your results. Currently, the recommended view is "compact", as you can display the following elements:

For the moment, you cannot sort by clicking on the column headers. 

In order to proper show the SEP data and fit with the powerful Orbit Intelligence hitlist, we would like to precise some limitations:

• Data: Data is only available at the family level (FamPat).
• Export: Essentiality information is not exportable. Please note the STDN field (thus the standard name and declaration) is still available as exported field as well as other fields.
• Data display: Claim type is only displayed for essential patents. For patents essential in both EU and Non-EU, both are displayed.

Coming soon: analysis module with SEP Data

If you run an analysis based on a SEP search results, a new dashboard will appear at the top of the Analysis module like :

Few graphs in this dashboard are specifics and will expose useful insights related to SEP data. 

"Legal Status of Declared families" focuses only on Declared families, even when your dataset may include non-declared patent families. 

"Distribution of essential famillies (extrapolated, granted)"

"Essentiality and assessment rate (granted)"

"Ownership of declared families (granted)"