Products: BizInt Smart Charts for Patents

Release Information

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Current Release

Current version: BizInt Smart Charts for Patents Version 5.7.1 (2022-05-17)

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System Requirements

Each release of BizInt Smart Charts has a fixed lifetime. Learn more.

Release History for the Last 18 Months

New in Version 5.7.1 (2022-05-17)

  • This release contains first support for PatentPak results from STNext. PatentPak support is only available for the BizInt export on STNext.
  • Initial details are available in our presentation at the STN Patent Forum held at the 2022 PIUG Annual Conference.

Introducing Version 5.7 (2022-04-04)

  • Preview Reference Rows: Click the Preview button (at right top of Reference Rows document window) to open a preview HTML export in your browser, so you can quickly review the effects of rules and selections.
  • Easier workflow for exports and statistics: You can now create exports and open statistics in Excel without having to specify a file name. Click the Open button to launch the file immediately, or Save to choose a file name.
  • Export to Word - Chart and Records: Tables in the records are more condensed (less wasted space)
  • Improved STNext support:
    • STN has updated the BizInt export on STNext, with data now appearing for record number, full text links, and language, and more accurate hit highlighting.
    • Fixed issues with some BizInt exports from STNext where leading characters in fields could be lost.
    • Fixed a problem reading RTF transcripts from STN when a record is empty.
  • Fixed a number of cases where columns were not being mapped between databases.
  • Ovid: Support for Author Keywords in MEDLINE and for for CAB Abstracts.

Fixed in Version (2022-03-15)

  • Fixed a small error in our support for Indonesian simple patents which could cause a crash.

New and Fixed in Version 5.6.4 (2022-03-11)

  • IP Sequences: Updated definitions for GENESEQ, USGENE, and PATGENE on STNext. Use the BizInt export for these databases.
  • GenomeQuest: Added support for Virtual Databases on GenomeQuest.
  • Literature: New Author Affiliation column, with a subtable showing each author and affiliation, currently created from Embase, Medline, and Biosis on ProQuest Dialog. Added Supplemental Terms in Medline and Embase on STN. Added support for the CAplus+MEDLINE records on SciFinder-n.
  • Cortellis: Fixed a formatting problem with certain WO patent numbers.
  • Summary Records: Width of Summary Records output is now 100% of space between the margins set in Word. Fixed a glitch in how blank cells were formatted, and fixed a problem with generating PatDocs links in some databases like GenomeQuest.
  • Common Patent Family: Now supports Indonesia S publications.
  • Reference Rows: The tool bar button for Send to Reference Rows has been moved to the left (close to the View Chart button).

Please note that hit term highlights are a work in progress. If you find anything that doesn't work, please let us know so we can work through the issues. In some cases these are markup in the export that we don't expect, in others these are bugs on our end.

Fixed in Version 5.6.3 (2022-02-03)

In trying to fix the problem with the Patent Family display from when there are hit highlights in the family, we introduced a major bug in version 5.6.2 to the patent family display when there are no hit highlights. This has been fixed in this release.

If you have installed version 5.6.2, and you use, you should install this release.

New and Fixed in Version 5.6.2 (2022-02-01)

This update addresses a few issues identified by users of version 5.6.1.

  • Fixed a problem loading some fields in the STNext BizInt export (the problem occurred most often in the Patent Family for MARPAT).
  • Added support for PSPI in MARPAT.
  • Cleaned up processing of Designated States in CAplus and MARPAT.
  • Fixed a problem with the Patent Family from when there are hit highlights in the family.
  • Fixed a problem with hit highlight display in the Records view.
  • Added new database segment aliases for MEDLINE on Ovid.

New and Fixed in Version 5.6.1 (2021-12-15)

We are pleased to announce the release of Version 5.6.1, with full support for the new BizInt export on STNext, plus a new hit term highlighting feature.

  • STNext: Support for the new XML-based BizInt report format on STNext. The same databases and display formats available on classic STN are available using the BizInt export (see our supported databases list for more details). Learn more about using the BizInt export on our STNext support page.
  • Version 5.6.1 includes a few fixes for the BizInt export on STNext: we fixed a bug which could cause the space between consecutive hit terms to be lost in the new BizInt export on STNext; and, support for HITSTR displays is now available.
  • Hit Term Highlights: BizInt Smart Charts now displays hit term highlighting for some sources. Hit term highlights appear in the backing records (not the chart), and in exports of records. Hit term highlights are currently available from STNext using the BizInt report format, and from
  • STN: Added support for INFULL, JPFULL, KRFULL, and RUFULL on STN. Cleaned up extraction of claims from all full text files on STN.
  • Added support for the PSPI field in CAPlus. We create three fields from PSPI - the original data as Patent Status Family, a Family Status which is compatible with other sources, and a family-level dead/alive flag in State.
  • Note that these database changes on STN are available regardless of how you export from STN.

Introducing Version 5.6 (2021-11-28)

We are pleased to announce version 5.6 of BizInt Smart Charts for Patents, introducing a simplified Reference Rows workflow and the ability to hide Reference Rows, as well as database improvements and new features.

Reference Rows

  • New workflow: Send to Reference Rows command now sends a chart from BizInt Smart Charts directly to Reference Rows, without having to save the chart or go through a wizard.
  • Hide Reference Rows: a new Hide Reference Rows command is available on the right-mouse menu. You can also hide and move Reference Rows, and make them visible again, with the new View | Reference Rows panel.
  • Common Patent Family column is now automatically generated when you combine charts, or when you send a chart to Reference Rows.
  • A new row number scheme, icons, and glyphs.
  • Learn more on the Reference Rows Tips page.

Databases and Hosts

  • STN: Fixes a bug with handling of Greek characters in STNext RTF exports. Adds support for claims in CAPlus.
  • PatBase: In publication level exports, put the MemberList into a separate field rather than in the family.
  • PubMed: Captures the Corporate Source / Affiliation in the text export.
  • STNext XML: Initial support for the upcoming BizInt XML export on STNext. We expect an update release (5.6.1) in December to address any issues that come up.

And finally...

  • A new option for links to the PatDocs Family Tree has been added to the Summary Records export. Fixed a bug that prevented the Links section from appearing in Reference Rows exports.
  • Color-Coding Cells: You can now choose to color-code cells in eight colors. Learn more on the Color-Coding Cells Tips page.
  • The Choose Color panel would occasionally get lost. This has been fixed.

Fixed in Version 5.5.1 (2021-04-25) export issues related to the release of Orbit BioSequence have been resolved and all Orbit exports should now be working properly, including with earlier software versions.

A few items were fixed last week while the Orbit export issues were being resolved.

  • Orbit BioSequence: Fixed an issue with multiple titles and incorrect FTO family tables in FAMPAT records.
  • Family IDs: Added the family ID on GenomeQuest; the Extended Family Number is now available in a column on PatBase.
  • Color-coding cells: Fixed a bug which required two clicks to change a cell color when using the color chooser.

Announcing Version 5.5 (2021-04-18)

We are pleased to introduce the latest release of BizInt Smart Charts for Patents.

  • Color-Coding Cells: You have always been able to color-code a cell background in yellow. With this release you can now choose to color-code cells in eight colors. This is particularly useful in user-added columns when you are regularly updating a chart. Learn more on our support page.
  • Orbit BioSequence: This release adds support for biosequence search results on We've included a new chart template to help you take advantage of the combined FAMPAT and Orbit BioSequence results. Creating reports from Orbit BioSequence.
  • Full Text Links: A new option has been added for links directly to PDFs on the USPTO site, and Espacenet links now go to the latest generation system.
  • Choose Columns...: The Columns command on the View menu is now called "Choose Columns..."
  • Ctrl-Z keyboard shortcut has been added to undo the last operation.

Version 5.5 includes several significant updates in recent 5.4 releases:

  • Common Family: The Common Patent Family will now prefer a WO, US, or EP publication if present in the family.
  • Publication level improvements: We've fixed a number of bugs, and improved display, for publication level data from both Orbit and PatBase.
  • Reference Rows: Fixed bugs related to the Summarize rule. The software would crash when sorting charts where the column being sorted uses a Summarize rule and there is a group of records for which all cells in a row are blank, or when exporting charts where the first column had a Summarize rule applied.

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