Tutorial – Filling Out IDS Forms With ClaimMaster

We are starting a new series of tutorials for the often-used features of ClaimMaster. In this tutorial, we’ll show step-by-step instructions for quickly generating populated IDS forms (either SB08a or 1449). The software can retrieve bibliographic data for the prior art from the USPTO and EPO, populate the Non-Patent Literature (NPL) section from an existing list, and also fill application data in the header of the IDS form.

Below is a step-by-step guide for for generating an IDS form in ClaimMaster:

Step 1.Open the IDS tool from the ClaimMaster menu. It is under ClaimMaster->USPTO Office Action, Shells, and Forms->Generate IDS Forms.

fill-out IDS forms

Step 2. In the text window (shown in green below) you can specify a list of patents and publications. You can also import this list from the currently open Word document or from another Word, text, or PDF file (e.g., another SB08a form).

The software will retrieve biblio data for the US references from the USPTO, except for the pre-1972 patents published only in the image format. For these older patents and foreign patents, ClaimMaster will attempt to pull the data from the EPO’s databases (patent numbers should be in the format accepted by the espacenet.com).


Step 3. Click Download IDS data… button to start the download process for the listed patent/publication numbers.

As ClaimMaster fetches the data, you will notice the progress being reported in the text section on the right side of the IDS tool.

Once the process completes, you can review the front pages of the specified references and also their associated bibliographic information.


Step 4 (Optional). If you switch to the “Non-Patent Literature” tab, you can also specify a list of NPLs to insert into the form. You can do this step prior at any time prior to generating the form. To insert entries, simply cut & past the list from another document or type it directly in the text window. Each new NPL entry should start on a new line.


Step 5 (Optional). If you’d like, you can also use ClaimMaster to fill-out the header section of the IDS form with the bibliographic data for your application. Once you specify a patent application number, ClaimMaster can pull the header information either from Private or Public PAIR. If you need to submit the same IDS for multiple applications in the family, you can specify multiple application numbers and ClaimMaster will generate multiple IDS forms, each filled with the same prior art information but having different headers.


Step 6. Next, you are ready to the generate the IDS form (either SB08a or 1449) by clicking on the “Generate …” button. If you are generating a single form, by default ClaimMaster will open it for you, but you can specify the Save Location where the forms will be stored (Note: if you are generating multiple forms, either for different applications or because you have more than 300 references or more than 50 NPLs listed, you’ll be required to specify a valid IDS Save Location).

In case you are experiencing problems with Adobe automatically populating the form (e.g., due to permissions), you may want to first export the SB08 form data to XDP format (see checkbox above) and then import the XDP data into the form directly in the open Adobe Acrobat or Reader.


Step 7. At this point, the IDS form will come up (or if you are saving one ore more forms to the specific location, the fill-out forms will be placed there). Note that when the SB08 form comes up in the Adobe, you may need to click on the “Trust this document…” option in the yellow security bar at the top of the document to allow Adobe to fill the form with the data.

This is it for basic IDS generation. That said, we have a number of additional features available in the tool for further IDS customization, caching, connectivity testing, and identifying related patents in the family for IDS submissions. For more in information on this tool, please see our online manual.