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With the deployment of the cumulative patch alexandria-sql-patch-alpa-3636-20191101, on-site CLAIMS Direct installations now have the ability to utilize family and citation functionality in-house. What was previously only available using the remote CLAIMS Direct shared API is now possible internally with simple SQL functions. The following post will outline the steps required to prepare the data tables as well as presenting a brief walk-through of the functionality.
Preparation
Sequential Loading
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| Note |
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Note: If your initial load occurred after May 13, 2020, these tables were included in the initial load and you do not need to follow the preparation instructions here. However, to maintain the supplemental tables required for on-site family and citation functionality, you must add |
Sequential Loading
In order to leverage the new functionality, the necessary lookup tables need to be populated on-site. The functions available to achieve this are:
cdws.f_update_cited_documents– serving forward and backward citationscdws.f_update_priority_documents– serving simple and extended family
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SELECT * FROM cdws.f_family_simple( xml.f_ucid2id('US-5000000-A') );
ucid | family_id
------------------+-----------
AR-242634-A1 | 26932266
CA-1335430-C | 26932266
EP-0431047-A1 | 26932266
HU-T60328-A | 26932266
JP-H05502366-A | 26932266
KR-900702042-A | 26932266
WO-1990002193-A1 | 26932266
SELECT * FROM cdws.f_family_extended( xml.f_ucid2id('US-5551212-A') );
publication_id | ucid | level
----------------+----------------+-------
71329085 | US-5551212-A | 0
302369 | AT-96388-T | 1
1220699 | AU-636238-B2 | 1
2293384 | AU-8174591-A | 1
5137694 | CA-2050271-A1 | 1
5137693 | CA-2050271-C | 1
14883151 | DE-4027762-C1 | 1
17156127 | DE-59100535-D1 | 1
93003830 | DK-0477487-T3 | 1
21052692 | EP-0477487-A1 | 1
21052691 | EP-0477487-B1 | 1
25818932 | ES-2046827-T3 | 1
128970015 | JP-H054613-A | 1
131336800 | JP-H0825524-B2 | 1
59117993 | NO-913030-D0 | 1
177975213 | NO-913030-L | 1
62462393 | TR-25401-A | 1
159577685 | ZA-9106183-B | 1
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A second optional argument in the cdws.f_family_extended function, v_include_apps Boolean, can be used to include application filing data from the patent office. The default setting of this argument is false in order to maintain consistency with the EPO. In some cases, however, application filing data is not included in the priority claims data. Setting this argument to true will include the application filing data, as in the following example.
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SELECT ucid FROM cdws.f_family_extended(xml.f_ucid2id('AU-2012201497-B2'), true ) as 159577685 | ZA-9106183-Bf WHERE f.ucid = 'WO-2008136115-A1'; | 1 ucid ------------------ WO-2008136115-A1 (1 row) |
Additional Functions
In addition to the above, there are other functions in the supplemental patch worth exploring, namely:
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The cdws.f_family_meta function brings a variety of information together for a simple family. The following columns are returned:
- family-id - DocDBDOCDB-assigned simple family integer identifier
- ucid – unique character identifier (publication)
- published – publication date
- anucid – unique character identifier (application)
- filed – application filing date
- title – title of document
- ifi_status – IFI integrated content Snapshot document status
- ifi_anticipated_expiration - IFI anticipated expiration date
- ifi_adjusted_expiration - IFI adjusted expiration date
- epo_legal_status_xml – XML representation of EPO legal status
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