Adding a new Patent
Most of the fields that make up a Patent are self-explanatory. Below you will see the fields/values needed for Patents that aren't as obvious, or need specific values if you want the Patent to be visible on the site and on your profile.
Set the "Type" field to "Patent":
![](https://engineering.case.edu/sites/default/files/styles/_none/public/pat_doc_1.png?itok=kp0mIEwH)
Set the "Patent Type" field to "Regular".
![](https://engineering.case.edu/sites/default/files/styles/_none/public/pat_doc_2.png?itok=3AFjX6dF)
Set the Application/Approved dates as needed. If the Patent is pending, enter a date in the Application field and leave the Approved field blank.
The date value should follow the pattern shown below the field. Please note, the period is still needed for the month of May (i.e. May. 4, 2023) even though it isn't abbreviated.
![](https://engineering.case.edu/sites/default/files/styles/_none/public/pat_doc_3.png?itok=kKdfQgZJ)
Add all of the Patent Authors, one at a time.
![](https://engineering.case.edu/sites/default/files/styles/_none/public/pat_doc_4.png?itok=ZHUjCEsQ)
1. Enter the CaseID of the Patent-Author if they are Faculty or Staff at CWRU. Older Patents may have the old Digital Measures IDs listed in that field instead. That is OK.
2. Enter the full First Name of the Patent-Author. Do not enter an Initial only, the system will format it properly for you.
3. Enter the Last Name of the Patent-Author.
4. Click "Create Patent Author"
5. Repeat above steps for each Patent-Author you need to add to this Patent.
![](https://engineering.case.edu/sites/default/files/styles/_none/public/pat_doc_5.png?itok=7agLMfRa)
Save your work...
![](https://engineering.case.edu/sites/default/files/styles/_none/public/pub_doc_9.png?itok=eBLisDXS)
Research Thrusts on a Patent
To ADD a new Research Thrust to the Patent, click the "Add items" button.
![](https://engineering.case.edu/sites/default/files/styles/_none/public/person-research-thrust-add.png?itok=7j9Sh1vD)
In the pop-up window, select the Research Thrust(s) you would like to add. Click "Submit".
![](https://engineering.case.edu/sites/default/files/styles/_none/public/person-research-thrust-add-2.png?itok=y8xsBXSt)
If the pop-up does not automatically close, click the "Close Window" button.
![](https://engineering.case.edu/sites/default/files/styles/_none/public/person-research-thrust-add-3.png?itok=E6XBTaf6)
Save your changes...
![](https://engineering.case.edu/sites/default/files/styles/_none/public/pub_doc_9.png?itok=eBLisDXS)
To REMOVE a Research Thrust from the Patent, click the item you wish to remove.
![](https://engineering.case.edu/sites/default/files/styles/_none/public/person-research-thrust-remove.png?itok=bOs2ksHa)
Save your changes...
![](https://engineering.case.edu/sites/default/files/styles/_none/public/pub_doc_9.png?itok=eBLisDXS)
Editing an existing Patent
Most of the fields/values can simply be changed to different values and your changes saved. This section covers other changes you may need to make that aren't as obvious.
Change the order in which Patent Authors are listed:
In the "Associated Faculty or Staff" field, Click on the move icon next to the Person you want to move...
![](https://engineering.case.edu/sites/default/files/styles/_none/public/pat_doc_6.png?itok=Xw0PmSZk)
Drag the item to the correct order...
![](https://engineering.case.edu/sites/default/files/styles/_none/public/pat_doc_7.png?itok=60Br-E8f)
Save your changes...
![](https://engineering.case.edu/sites/default/files/styles/_none/public/pub_doc_9.png?itok=eBLisDXS)
Remove Patent Authors from the Patent:
To remove an Author from a Patent, you need to make 2 edits.
First, click "Remove" next to the person in the "Author" field (you may need to click "edit" first to verify which item is the person you want to remove).
![](https://engineering.case.edu/sites/default/files/styles/_none/public/pub_doc_12.png?itok=OMD8dosC)
Next, click to de-select the person in the "Associated Faculty or Staff" field...
![](https://engineering.case.edu/sites/default/files/styles/_none/public/pat_doc_8.png?itok=bGR79zqm)
Save your changes...
![](https://engineering.case.edu/sites/default/files/styles/_none/public/pub_doc_9.png?itok=eBLisDXS)