Products: BizInt Smart Charts for Patents

Release Information

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Current Release

Current version: BizInt Smart Charts for Patents Version 5.8.4 (2024-04-13)

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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 and Fixed in Version 5.8.4 (2024-04-13)

This release offers a first look at enhancements to chart creation workflow and chart template capabilities in BizInt Smart Charts.

  • New chart creation workflow: You will no longer be asked for chart template during chart creation. By default, a standard "Editor's Choice" chart template is applied to all new charts during import. There is one default template for all charts in BizInt Smart Charts for Patents.
  • A new Manage Templates command (on the File menu) can be used to delete templates, rename templates, or set a template as the default for new charts.
  • Chart templates can be used for any chart with the same type of data, regardless of the chart the template was saved from. For example, a chart template created with CAplus can be applied to a chart created from
  • Chart templates are now available in Reference Rows.
  • Most of the old chart templates provided by BizInt are now hidden. You can see them by checking the "Show classic templates" box at the bottom of the dialog. If you find one of these templates to be exactly like you want, we suggest that you apply it to a chart and Save as template... with your own name.
  • PatBase: Added a column "Claims - Independent" containing all independent claims. Cleaned up support for Claims in the new BizInt export, and renamed the column "Claims - First".
  • Patsnap: Fixed a problem which would flag all rows as updated, even if unchanged.
  • Exports: Options for Excel exports are now saved. In Reference Rows, the Chart Only option now works correctly for Word and HTML exports.

New and Fixed in Version 5.8.3 (2024-01-14)

  • Support for PatSnap Analytics using the new BizInt export on PatSnap. Learn more on our PatSnap Analytics support page.
  • CAPlus: Adds support for the Ultimate Owner field.
  • Orbit: Handles a variation in how hit hightlights might appear in the patent family.
  • PatBase: "Rank" is now imported from the new BizInt export.
  • GenomeQuest: Cleaned up claim-text and claim-ref markup within claims.
  • Fixed a problem with patent links where links could appear multiple times in a subtable row (subsequent links were usually broken).

New and Fixed in Version 5.8.2 (2023-07-11)

This release addresses some issues discovered in the 5.8 release. We recommend that you install this release if you use PatBase, or export to Word.

We've made Word export enhancements based on user feedback:

  • You can change column widths in exported Word tables.
  • New option for Word exports to "auto-fit to width". This will help fit your columns on the page, but columns will only be made as small as the largest word.
  • Use File | Page Setup to specify chart orientation, paper size, and margins. By default, charts are in Landscape. Records are always in Portrait mode.

PatBase bugs fixed in this release (mostly related to the new PatBase export):

  • chart creation could hang on import for some files;
  • display glitch when two hit-highlight terms appeared consectutively;
  • rows without images could be assigned an image incorrectly;
  • expiry dates missing in the Family Status Expiry column;
  • fixed several issues with citations.

Fixed in Version 5.8.1 (2023-06-27)

  • Imports images and user fields (including PatKM fields) from the new PatBase BizInt export.

Introducing Version 5.8 (2023-05-26)

We are pleased to introduce version 5.8 with a number of major improvements.

  • Exports to Word, Excel, and HTML: A major refresh of our exports is included in this release. We have introduced new styles and updated the old styles. Reference Rows exports now use the same styles as BizInt Smart Charts. You have a choice of style for every export, including Excel Optimized and Summary Records. We have fixed many display glitches, removed a few options that no longer made sense, and introduced a few new options, including:
    • Option to include (or omit) the chart title in the export;
    • Options for how cell sources are displayed in Reference Rows export.
    • You can learn more from this support page.
  • PatBase:
    • Added support for the current XML exports on PatBase, including hit term highlights in records (all hits use the same color).
    • Also on PatBase, the software now converts kind codes for US publications to the kind code on the document face. This will help when linking to systems like Espacenet.
    • Cleaned up the display of Notes in PatBase (both for the current BizInt export and XML), and allow the untruncated notes to be included in Summary Records.
  • Ovid: Added more segment labels for Medline. DOI is extracted from the Article Identifiers field.
  • STNext: Hit highlights in some fields would cause the software to lose track of the where it was reading. This has been fixed. Also fixed a few glitches in CAplus for non-patent literature.

Fixed in Version 5.7.3 (2022-11-28)

  • Fixed a problem in Version 5.7.2 which prevented users from copying part of a cell or pasting additional information into a cell.
  • When combining virtual databases on GenomeQuest with other charts, the columns are now mapped correctly. Also fixed an issue with patent families in charts from virtual databases.

New and updated in Version 5.7.2 (2022-11-16)

  • Delete user and VP-SCE columns: A new Edit | Delete User Column command allows you to delete columns added by the user or by VP-SCE. These columns will be permanently removed, saving disk space, memory, and de-cluttering the Choose Column List. You can select and delete multiple user or VP-SCE columns. Only user or VP-SCE columns can be deleted; if you select a range of columns that contain publisher columns, only the user or VP-SCE columns will be deleted. You cannot undo column deletion, so we recommend using Save As... to save the original or new chart file with a different name.
  • Hide Multiple Columns: The Edit | Hide Column command now allows you to select and hide multiple columns. Only adjacent columns can be selected to hide. You can undo hiding columns or go to the Choose Columns panel to redisplay hidden columns.
  • USPTO Links: links to USPTO records created with this version go to the new Patent Center on the USPTO site. Be patient while the publication loads. If you have any other sites you'd like to see for US publication links, please let us know. (The USPTO PDF link is no longer available, sadly).
  • Support for Patent Date in GeneSeq on GenomeQuest.
  • Fixed a crash in Reference Rows when sorting by the Database column. The Summarize Unique Values rule is now applied to the Database column by default.

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