{"id":1221,"date":"2020-06-24T00:42:18","date_gmt":"2020-06-24T00:42:18","guid":{"rendered":"http:\/\/www.patentclaimmaster.com\/blog\/?p=1221"},"modified":"2021-02-10T21:37:40","modified_gmt":"2021-02-10T21:37:40","slug":"tutorial-importing-biblio-data-into-claimmaster","status":"publish","type":"post","link":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-importing-biblio-data-into-claimmaster\/","title":{"rendered":"Importing Biblio Data into ClaimMaster"},"content":{"rendered":"<div class=\"yoast-breadcrumbs\"><span><span><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/\">Home<\/a><\/span> \u00bb <span><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/category\/step-by-step-tutorials\/\">Tutorials<\/a><\/span> \u00bb <span><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/category\/step-by-step-tutorials\/uspto-patent-forms-tools\/\">USPTO Patent Forms Tools<\/a><\/span> \u00bb <span class=\"breadcrumb_last\" aria-current=\"page\">Importing Biblio Data into ClaimMaster<\/span><\/span><\/div>\n\n\n<br>\n\n\n\n<p><a href=\"https:\/\/www.patentclaimmaster.com\/\">ClaimMaster<\/a>&nbsp;lets you quickly import bibliographic data from your docketing system into its internal database.  Once the data is loaded into ClaimMaster\u2019s internal cache, you will not need to access <a rel=\"noreferrer noopener\" href=\"https:\/\/portal.uspto.gov\/pair\/PublicPair\" target=\"_blank\">PAIR <\/a>to get data for the known application numbers when filling out shells and USPTO forms, which can save a lot of time. This also lets you access and reuse custom docketing information that&#8217;s not available from Public or even Private PAIR.<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<div class=\"schema-how-to wp-block-yoast-how-to-block\"><p class=\"schema-how-to-description\">To import the data from a docking system into ClaimMaster, follow these steps:<\/p> <ol class=\"schema-how-to-steps\"><li class=\"schema-how-to-step\" id=\"how-to-step-1592944363628\"><strong class=\"schema-how-to-step-name\">Export Bibliographic Data from Your Docketing Software<br\/><\/strong> <p class=\"schema-how-to-step-text\">Most docking systems should be able to export their contents to a CSV file.  Make sure to export data fields used by ClaimMaster, such as application serial number, date filed, title, inventor, applicant name, patent number (if available), issue date, art unit, examiner name, customer number, docketing number, and conf. number.<br\/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1592842939452\"><strong class=\"schema-how-to-step-name\">Launch Biblio Data Import Wizard<br\/><\/strong> <p class=\"schema-how-to-step-text\">When you have a CSV file ready, open the Biblio Data Import Wizard.  To do so, click on <strong>Preferences<\/strong>\u00a0menu<strong>,\u00a0<\/strong>then\u00a0<strong>Biblio Data Settings<\/strong> button:<br\/><br\/><img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"186\" src=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/2020-06-23_16-31-35.png\" class=\"attachment-400x185.71428571429 size-400x185.71428571429\" alt=\"biblio import settings\" srcset=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/2020-06-23_16-31-35.png 448w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/2020-06-23_16-31-35-300x139.png 300w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/><br\/><br\/>Then switch to the<strong> Import from CSV<\/strong> tab in the window that comes up.<br\/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1592944654095\"><strong class=\"schema-how-to-step-name\">Map Columns in the CSV File to ClaimMaster Data Columns<br\/><\/strong> <p class=\"schema-how-to-step-text\">The next step is to map the columns in the CSV file to the data fields used by ClaimMaster.  This is necessary because it&#8217;s not always clear which columns in the CSV file correspond to which data (e.g., headers might be missing), so this step removes any ambiguity. Not all fields are required in the CSV, so if your CSV file doesn&#8217;t contain this information, just set the field name to &#8220;skip&#8221;. Note that application number is required.<br\/><br\/><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"304\" src=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2019\/10\/pair_cache_wizard.png\" class=\"attachment-500x304.04463040446 size-500x304.04463040446\" alt=\"pair_cache_wizard\" srcset=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2019\/10\/pair_cache_wizard.png 717w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2019\/10\/pair_cache_wizard-300x182.png 300w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><br\/><br\/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1592944722017\"><strong class=\"schema-how-to-step-name\">Finish Import<br\/><\/strong> <p class=\"schema-how-to-step-text\">Once all of the necessary columns are mapped, click on the <strong>Load Mapped CSV Data into PAIR Cache<\/strong> button.  This will load the bibliographic data into ClaimMaster&#8217;s internal cache.<br\/><br\/>Once the PAIR cache is loaded, stored entries will be available from pull-down in the Shell and IDS tools, as shown below:<br\/><br\/><img loading=\"lazy\" decoding=\"async\" width=\"448\" height=\"194\" src=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/NewItem764.png\" class=\"attachment-full size-full\" alt=\"pair cache lookup\" style=\"max-width: 100%; height: auto;\" srcset=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/NewItem764.png 448w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/NewItem764-300x130.png 300w\" sizes=\"auto, (max-width: 448px) 100vw, 448px\" \/><\/p> <\/li><\/ol><\/div>\n\n\n\n<p><\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<p>For more information on these features, check out the&nbsp;<a href=\"https:\/\/www.patentclaimmaster.com\/help\/ImportingbibliodatafromCSVfile.html\" target=\"_blank\" rel=\"noreferrer noopener\">Online Manual<\/a>.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/step-by-step-claimmaster-tutorials\/\">Read other Step-by-step tutorials<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>ClaimMaster&nbsp;lets you quickly import bibliographic data from your docketing system into its internal database. Once the data is loaded into ClaimMaster\u2019s internal cache, you will not need to access PAIR to get data for the<\/p>\n","protected":false},"author":1,"featured_media":1367,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[50,1736],"tags":[702,1731],"class_list":["post-1221","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-step-by-step-tutorials","category-uspto-patent-forms-tools","tag-office-action-shell-tools","tag-patent-form-tools"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v28.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Importing Biblio Data into ClaimMaster - ClaimMaster Software<\/title>\n<meta name=\"description\" content=\"ClaimMaster lets you quickly import bibliographic data from your docketing system into its internal database to use when filling out shells 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Make sure to export data fields used by ClaimMaster, such as application serial number, date filed, title, inventor, applicant name, patent number (if available), issue date, art unit, examiner name, customer number, docketing number, and conf. number."}]},{"@type":"HowToStep","url":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-importing-biblio-data-into-claimmaster\/#how-to-step-1592842939452","name":"Launch Biblio Data Import Wizard","itemListElement":[{"@type":"HowToDirection","text":"When you have a CSV file ready, open the Biblio Data Import Wizard.  To do so, click on Preferences\u00a0menu,\u00a0then\u00a0Biblio Data Settings button:Then switch to the Import from CSV tab in the window that comes up."}],"image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-importing-biblio-data-into-claimmaster\/#schema-image-e9857bfa3a95e8dcc8fbd0bb4004644b","url":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/2020-06-23_16-31-35.png","contentUrl":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/2020-06-23_16-31-35.png","width":448,"height":208,"caption":"biblio import settings"}},{"@type":"HowToStep","url":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-importing-biblio-data-into-claimmaster\/#how-to-step-1592944654095","name":"Map Columns in the CSV File to ClaimMaster Data Columns","itemListElement":[{"@type":"HowToDirection","text":"The next step is to map the columns in the CSV file to the data fields used by ClaimMaster.  This is necessary because it's not always clear which columns in the CSV file correspond to which data (e.g., headers might be missing), so this step removes any ambiguity. Not all fields are required in the CSV, so if your CSV file doesn't contain this information, just set the field name to \"skip\". Note that application number is required."}],"image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-importing-biblio-data-into-claimmaster\/#schema-image-283c098ac1e3a201712b8521a3cbc046","url":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2019\/10\/pair_cache_wizard.png","contentUrl":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2019\/10\/pair_cache_wizard.png","width":717,"height":436,"caption":"pair_cache_wizard"}},{"@type":"HowToStep","url":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-importing-biblio-data-into-claimmaster\/#how-to-step-1592944722017","name":"Finish Import","itemListElement":[{"@type":"HowToDirection","text":"Once all of the necessary columns are mapped, click on the Load Mapped CSV Data into PAIR Cache button.  This will load the bibliographic data into ClaimMaster's internal cache.Once the PAIR cache is loaded, stored entries will be available from pull-down in the Shell and IDS tools, as shown below:"}],"image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-importing-biblio-data-into-claimmaster\/#schema-image-2ef7b5f6f81d988b5d1b35590b28df21","url":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/NewItem764.png","contentUrl":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/NewItem764.png","width":448,"height":194,"caption":"pair cache lookup"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/posts\/1221","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/comments?post=1221"}],"version-history":[{"count":15,"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/posts\/1221\/revisions"}],"predecessor-version":[{"id":2217,"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/posts\/1221\/revisions\/2217"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/media\/1367"}],"wp:attachment":[{"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/media?parent=1221"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/categories?post=1221"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/tags?post=1221"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}