本篇內容源自USPTO檢索教戰手冊：Multi-Step U.S. Patent Search Strategy（https://www.uspto.gov/learning-and-resources/support-centers/patent-and-trademark-resource-centers-ptrc/resources/seven）
主要步驟包括：
1.想出描述發明的關鍵用語。
2.用較廣用語檢索，再慢慢加入其他發明特徵縮小檢索結果，檢視檢索結果的專利首頁，排除沒有關聯的專利。（Quick Reference Guides：https://ppubs.uspto.gov/pubwebapp/static/pages/quick-reference-guides.html）
3.更深地探索檢索的結果，看圖也很重要。
4.利用相關專利分類（這裡建議使用CPC，可參考：EPO與USPTO啟動CPC（合作專利分類系統）（https://enpan.blogspot.com/2013/01/epousptocpc.html））擴張檢索範圍，建議進入CPC檢索網頁：Classification Resources page（https://www.uspto.gov/web/patents/classification/）
5.檢視專利公報首頁引用前案，參考其中專利被引證（forward citation）和專利引證（backward citation）的資訊（編按，專利被引證數（Patent Forward Citations）與專利引證數（Patent Backward Citations）是可用來評估專利價值與創新性的參考依據）。
6.利用外國專利、非專利文件與專利專業檢索，如可參考歐洲檢索系統Espacenet等來擴大檢索範圍。
Multi-Step U.S. Patent Search Strategy
Summary of the Multi-Step U.S. Patent Search Strategy
- Brainstorm terms describing your invention. Try to think of alternative words to describe your concept. For example, an umbrella could also be called a parasol or a sunshade.
- Conduct a keyword search using Patent Public Search. You can begin with a broad search for your main concept, and then narrow the search results by adding additional features of your invention. Review the front pages of patents and published patent applications, eliminating those that are irrelevant. Guidance on how to search is available in our Quick Reference Guides.
- Conduct an in-depth review of the documents found by your search. Review in detail the complete patents and published patent applications you found that are similar to your invention. Don’t forget to review the drawings, specification and claims for similarities to your invention.
- Expand the search with relevant CPC classifications. Go to the Classification Resources page and select the CPC classification system. Find a relevant classification and use it in a classification search in Patent Public Search’s Advanced Search with the .CPC. field code.
- Review cited references. The front page of a patent includes a section of cited references provided by the applicant and/or the patent examiner. Review the U.S. patents and published patent applications that a patent has cited and/or the patents that have cited them since their publication. Patent Public Search can provide a search of both the backward and forward citations.
- Broaden your search with foreign patents, non-patent literature and/or a patent professional’s search. Check Espacenet, the European Patent Office’s worldwide patent publication database of over 140 million patent publications. Also search books, journals, websites, technical catalogs, and conference proceedings in the applicable field. You may want to hire a registered patent attorney or patent agent to review the search.
其中補充文件：
Quick Reference Guides：https://ppubs.uspto.gov/pubwebapp/static/pages/quick-reference-guides.html
可以在公開公報影像上標註顏色與文字：
可以在搜尋結果上標注關鍵字：
可決定檢索結果列表的顯示欄位：
可以輸出報表：
可標註標籤，而可針對標籤文獻進一步檢索或其他：
可利用數字鍵盤瀏覽文獻：
利用URL參數值節找答案：
不同資料庫的進階檢索參數（僅截一張圖）：
專利分類檢索：
Ron
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