RFI Attachment 2 Search Platform.pdf

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USPTO Chemistry Data Portfolio - RFI
Solicitation number
ACQ-26-0145
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This document is a Request for Information (RFI) from the United States Patent and Trademark Office (USPTO) seeking market research on a comprehensive search platform with advanced chemical and bibliographic searching capabilities. The platform requirements include sophisticated search features across patents and non-patent literature, with specific functionalities for bibliographic searching, chemical dictionary searching, chemical structure building, and sequence searching. Desired capabilities encompass complex search techniques such as keyword searching with syntax variations, controlled vocabulary expansion, chemical property searches, structure queries, molecular formula searches, polymer searches, and the ability to combine different search types.

The RFI requests detailed responses from potential vendors that include platform features, licensing models, pricing structures, delivery methods, and artificial intelligence capabilities. Specific response requirements include documenting license types (perpetual, annual, subscription-based), comprehensive pricing details with volume discounts, onboarding fees, support scope, and information about whether the platform is FedRAMP authorized. Vendors must provide full documentation including End-User License Agreements, explain how usage is measured, specify support channels and response times, and outline any limitations or restrictions on platform use.

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Chemical RFI Attachment 2 – Search Platform

The USPTO is interested in learning about the current market capabilities for a platform for bibliographic searching, chemical dictionary searching, structure building and chemical searching, and sequence searching. Examples of desired search features that the USPTO is interested in learning more about include, but are not limited to the following:

• Bibliographic Searching. Users will have the ability to search patents and Non-Patent Literature (NPL) to identify relevant documents by keyword using various syntax, truncations, proximity operators, field codes, date limitations, etc. The users will have access to controlled vocabulary which is able to be expanded upon to provide relevant synonyms and broader/narrower terms. Users will have the ability to search chemical-identifying information, chemical properties, patent classification codes, etc. and, where relevant, search multiple files simultaneously. Users will have the ability to search relevant date limitations, and patent document identifiers. Users will have the ability to save search answer sets and to save their search history for a time period specified by the user. Users will have the ability to remove duplicated records from searched results.

Users will be able to download a transcript limiting only to the publications of interest (with associated relevant chemical structures or biosequences) for further perusal; the transcript will be in a conventional file format that can be saved to the patent application’s electronic file wrapper.

• Chemical Dictionary Searching. Users will the ability to search trade names and chemical names. Users will have the ability to search polymers. Users will have the ability to use truncation for chemical names, and the ability to search chemical name segments. Users will be able to use both keyboard and mouse techniques to define structure queries. Users will have the ability to search molecular formulas, elemental formulas, elemental symbols, element count, atom count, periodic group, etc.

• Chemical Searching/Structure Building. Users will have the ability to search for polymers by specific chemical makeup. Users will be able to search for chemical substances by name. Users will be able to search for chemical substances via elemental composition, alloy composition, or formula composition. Users will be able to search for the presence of specific cyclic systems. Users will be able to retrieve literature specific to particular desired molecules. Users will be able to find specific molecular content in areas including: organics, organometallics, and inorganics. Users will be able to search for both organics and organometallics by specifying structure. Users will be able to limit to literature containing synthetic preparations of specified chemical substances and therapeutic uses of specified chemical substances. Users will be able to search for substances by specified chemical properties. Users will be able to search for chemical reactions. Users will be able to combine chemical substances with text/author-based searches or other chemical/sequence-based searches, such as for “method-of-use” or “composition”-based claims. Users will be able to structure-search for exact compound targets or claim-based Markush compound targets. Users will be able to structure search queries that are exact or generic (i.e. Markush), with specificity to Markush claim language. Users will be able to display the particular structures of interest with the associated literature in which they are found. Users will be able to assign stereochemical limitations to structure queries. Structure-searchable literature will include industrial catalog chemical compounds. Users will be able to choose from structure-search algorithms, such as a substructure search in which the target can have other chemical moieties attached to the queried structure.

• Sequence searching. Users will be able to search by biosequence for proteins, DNA, and RNA with specificity. Users will be able to search for various types of claimed non-standard residues. Users will be able to manipulate and edit potential sequence queries, for example by generating the genetic “complement” of a sequence. Users will be able to specify search parameters, for example, desired sequence length. Users will be able to search claimed sequence patterns by specifying, for example, alternate, excluded, and/or repeated residues. Users will be able to combine sequence searches with text/author-based searches or other chemical/sequence-based searches, such as for “method-of-use” or “composition”-based claims. Users will be able to search for linear or cyclic sequences. Users will be able to specify a search for exact sequences, sequences embedded in larger sequences, or sequences at the beginning/end of a larger sequence.

Responses shall include:

• Submitter’s platform features and capabilities including if any Artificial Intelligence is used or available through the tool. If AI is used, provide information on type (generative AI, and how it is used.

• Licensing Model o Indicate whether licenses are perpetual, annual, subscription-based or other.

o Specify what each license type includes, how usage is measured and any limitations.

o Provide full documentation, End-User License Agreement of product usage terms, including restrictions, termination clauses and service-level agreements.

o Describe the scope of support included with each license type (e.g., hours of availability, support channels and response times).

• Pricing Structure o Submit a detailed price list for all licensing tiers.

o Include volume discounts, onboarding/training fees, and any option add-ons.

• How the platform can be delivered including Software as a Service (SAAS) or on-premise.

• Whether the platform is currently FedRAMP authorized.

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