Boolean Searching

It is essential that you understand the basics of Boolean searching when you perform searches in CAS Scientific Patent Explorer. If you are not very familiar with Boolean logic, take some time to go over this introduction. It will help you have a better understanding of the queries you are using, and the results you are getting in return.  

Intro to Boolean Searches

When coming up with an effective patent search, it is important to understand the basics of Boolean searching, which ensures that you correctly define the relationship between any keywords, terms or fields you want to use in the search. Boolean searching can be thought of like an algebraic equation. It has many different aspects which can be important at different times and it can have many different elements which interact based on the commands you give them.

Boolean Logic

Operators

The basic operators are AND, OR and NOT. They allow you to say whether words must be returned, whether they are optional, or not wanted at all.

OR: We would usually insert OR between terms used to provide a variant or set of options in your search. It retrieves patents containing either or both of the keywords or criteria.

AND: AND serves as a bridge between more than one term that you want to categorically appear with each other. It retrieves patents containing both keywords or criteria. Either keyword or criteria may appear first.

NOT: This operator works like the word NOT does in day to day life. If you want to look for some terms, but NOT others, you can list the others after the operator NOT. It retrieves patents containing the first keyword but not containing the second keyword.

Parentheses ()

Parentheses are the underlying operator within a query. They can change the overall meaning of a search, just by moving their placement. Moreover, just as in algebra, they will change the order in which the system looks at your query. Parentheses allow our search engine to ascertain either what it needs to consider first; or how you would want it to look for a specific group of terms, and what their relationship is with each other. This is known as order of operations.

Sometimes the difference between a highly efficient search query and an inefficient one can be the use of parentheses. It is recommended that when you use these, to have a think about how you'd like our search engine to treat the relationship between the terms that you enter.

Quotation Marks

Quotation marks allow you to specify that certain words or text should appear exactly as defined. This will often be appropriate when you have technology terms that are made of two or more words. For example, the material “carbon fiber” is two words, and therefore, needs to be located in patents as stated. You don’t want patents that have “carbon” in one place and “fiber” in another, only those documents where the two words are found together. If quotation marks are not used, our search engine will automatically insert the AND operator between words in a specific term i.e., (carbon fiber) = (carbon AND fiber).

Fields

Search fields are used prominently in Advanced, Simple, and Legal Search. They help our search algorithm know where to search for keyboards assigned to them. All you need to do is to enter a Field, always followed by a colon (i.e., AN:) and a Keyword (i.e., AN:Nintendo). If you wish to assign more than one keyword and to include operators within a single field, all you need to do is to place all the elements within a set of parentheses (i.e., PATENT_TYPE:(A OR B)).

These are some of the most popular fields:

Wildcard Characters

Wildcards allow you to use a root word to cover a variety of different suffixes or combinations of characters. For example, entering TTL:(electr*) will ensure that every publication that has a variation of the root word electr (electrical, electricity, electronic, etc.) as part of their title, will be returned.

Keep in mind that CAS Scientific Patent Explorer only supports the use of wildcards when they are located at the end, or the middle of a word, and they are meant to be used when stemming is turned off.

The wildcards supported by our search engine are the following:

Position Connectors

These operators allow you to specify where you want words to appear in relation to each other. This might be, for example, when you have two words like "protein" and "analysis". You want to allow variations like "analysis of the protein", or "protein analysis" or "analysis conducted on this protein". In these 3 situations, a proximity of 3 would suffice, therefore a query of protein $W3 analysis would work well.

The position connectors supported by our search engine are the following:

Boolean Query Example

Now that we've gone through the basics of our search Boolean, let's look at an example that puts everything together:

(TACD:(  ("high efficiency”   OR   "high $w4 efficiency”  OR     ultraefficient OR “ultra efficient”  )  AND  (photovoltaic  OR  solar)  AND  cell  )   AND  AUTHORITY:(  US  OR  JP  OR  EP  OR  WO  )     AND PBD_Y:[2010 to *])   NOT (  AN:Nokia OR ANS:Nokia OR ANC:Nokia OR ANCS:Nokia )