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TTAB Research

Written by Howard Katzenberg

TTAB Research (/ttab/research/cases) has two tabs:

  • Cases finds Board cases by how they ended. No party name is required.

  • Passages finds what the parties and the Board actually wrote about a question, with the speaker labeled on every passage.

Open it from the TTAB tab on the Research page, or from the TTAB Research navigation item. The older address, /ttab/research, now opens this page.

Availability

TTAB Research is an add-on, currently in beta. During the beta it is included at no charge with the Professional and Max plans, and it includes both the Cases and Passages tabs. Accounts that have it see a Beta label next to the page title, and the add-on is listed under Add-ons on the Billing & Subscription page as “TTAB Research add-on · Included free during the beta”. To open that page, select your name at the bottom of the sidebar, then Billing & Plans.

On a Free or Starter plan, the page says “TTAB Research is in beta. It is included at no charge with Professional and Max plans during the beta.” and offers See plans and Back to TTAB monitoring buttons.

Cases tab

The Cases tab lists oppositions and cancellations and lets you narrow them from the filter panel on the left. Every count next to a filter is live for the filters you have already chosen, so a filter showing 0 would return nothing.

Filters

  • Party or proceeding #: optional. Type a party name (for example, Monster Energy) or a proceeding number.

  • Filed: Since 2016 is selected when the page opens. Choose All time to include older cases, or set your own range with the Filed from and Filed to dates.

  • Case type: Opposition, Cancellation, or both.

  • The Board’s opinion: Written opinion on file or Precedential only. A note under these options explains that we hold the written opinion for a small share of cases. A case with no opinion here is not a case the Board never decided: most endings never produce one. Only precedential opinions bind the Board.

  • How it ended: grouped as Plaintiff won, Defendant won, Case fizzled, Mixed / other, and Still open. A case with a counterclaim whose separate results are not broken out appears under Mixed / other.

  • How it got there: the route to the ending, such as Default judgment, No answer on file, Plaintiff withdrew, Applicant abandoned, Registration surrendered, Withdrawn with consent, Stipulated, Consent judgment, Moot, No trial brief filed, Answered, never briefed, Decided on the briefs, or Decided after testimony. The On the merits shortcut selects Decided on the briefs and Decided after testimony together.

  • How hard it was fought: Answer filed, Testimony taken, Briefed, Oral hearing held, and ACR (accelerated). Each check narrows the list further.

Sorting

Use the sort menu above the results to order cases by Recently ended, Recently filed, or Oldest filed.

Case cards

Each case appears as a card that shows:

  • The plaintiff and the defendant side by side, with their marks and mark images when available.

  • A colored left edge showing who won. The legend above the results reads: plaintiff won, defendant won, fizzled, still open.

  • How long the case ran, for example “fought 2 yr 3 mo”, or “open 5 mo” for a case still pending.

  • Small markers for how far the case went, such as an answer filed or testimony taken.

  • Opinion on file or Precedential opinion when the Board’s written opinion is available, with a count when there is more than one.

  • Read opinion, which opens the opinion on TTABVUE.

  • Analyze, which opens the TTAB analysis for that proceeding.

  • View case, which opens the proceeding page in a new tab.

Results are shown in pages. Use Previous and Next to move between them; the bar in between shows which page you are on.

Active filters appear as tags above the results. Remove one with its ×, or select Clear all to reset every filter except the filing-date range.

If nothing matches, the page shows “No cases match this combination” with the reminder that every count in the filter panel is live, so you can widen any filter with a count above zero. Clear filters resets the panel the same way.

How current the case list is

The case list is rebuilt every Monday from the TTAB records GleanMark imports daily. A case filed or decided in the last few days may not appear here until the next rebuild. The proceeding page reads the docket directly, so it reflects the latest daily import.

Passages tab

The Passages tab searches the text of TTAB filings: Board decisions and orders, the parties’ briefs, and answers. Type a question the way you would ask a colleague, for example “how much use beats an abandonment claim?”, and select Search passages. Example questions appear under the search box before your first search.

A note above the results states how many passages were searched and what they come from. Pleadings (notices of opposition and petitions to cancel) are not indexed yet, so a question that turns up nothing means the text is not in the indexed collection, not that the point was never argued.

How results arrive

Searches can take up to a minute, and a note under the search box says so. Results come in two steps:

  1. Passages that match your words appear first, usually within a second.

  2. Passages that match your meaning, including ones that make your point in different words, follow. This usually takes a few seconds, but the first search after a quiet period can take up to about a minute.

While a search runs, a progress line shows what the search is doing and how long it has been running. If no passages match your words, the page says “No keyword matches — still looking for passages that mean the same thing…” until the meaning matches arrive. If only word matches could be returned, a notice says so, because a passage that makes your point in different words may be missing.

Passage cards

Every passage card starts with a badge naming who wrote the words: the Board, a party, or an examining attorney. A brief and a decision can look alike in a list, and treating a party’s argument as the Board’s holding is the mistake this label exists to prevent. Each card also shows:

  • The proceeding number (or the application serial number for an ex parte appeal), the document date, and the page range when known.

  • The parties, shown as “Plaintiff v. Defendant”, when the case record is available.

  • The section heading, when the filing has one, and the passage text.

  • A caution in amber when the words are not the writer’s own view. Examples include a Board decision reciting a party’s argument, a Board decision quoting a pleading, and a party’s filing that quotes a Board ruling or an Examining Attorney’s Office Action.

  • Why the passage was included: “Matched your words and your meaning”, “Matched your words”, or “Matched your meaning, not your exact words”, followed by the docket entry number.

  • Preview in context and a TTABVUE link to the official filing.

Search within these passages

The box above the results filters the passages you already have. It matches the passage text, the section heading, the proceeding number, and the parties’ names. When a filter is active, the count reads, for example, “3 of 20 passages”.

Sort

The Sort menu offers four orders. For every order except Best match, a short note under the controls says what it sorts by:

  • Best match: the search’s own ranking. This is the default.

  • Recently filed: newest cases first, by the case’s filing date.

  • Recently updated: cases with the most recent status update first. Where there is no case record, as with an ex parte appeal, the document’s date is used.

  • Party name: by plaintiff name, or the defendant where there is no plaintiff, from A to Z.

Passages without the date or name a sort needs are listed last, and ties keep the best-match order.

Preview in context

Preview in context opens the passage with the text around it: up to two passages before and two after, from the same filing. The passage you chose is highlighted, the speaker badge and any caution are repeated, and Official source (TTABVUE) opens the filing itself. Use it to see whether a sentence is the Board’s conclusion or the setup for someone else’s argument before you rely on it.

Ask Markus about this research

Ask Markus about this research opens Markus, GleanMark’s AI research assistant, with a message already written for you. It includes your question and up to five of the proceedings on screen, in the order you are viewing them. Nothing is sent until you review the message and send it yourself.

Limits to keep in mind

  • The passage collection covers Board decisions and orders, briefs, and answers. Pleadings are not included yet.

  • Written opinions are on file for a small share of cases, and most cases end without one. A missing opinion is not evidence that the Board never decided the case.

  • The Cases tab reflects the weekly rebuild described above. For the latest filings in a specific case, open the proceeding page.

  • Results describe what is in GleanMark’s TTAB records. They do not establish a case’s later history, such as an appeal to the Federal Circuit.

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