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    Add/Modify Invention Reports

  1. To add a new invention report, select Main Menu | Create an Invention Report to access the Create New Invention Report - Invention Report Form page
    OR
    To modify an invention report, search for and select the invention report as described in Search Invention Reports. The Modify Invention Report - Invention Report Form page is displayed.
  2. Enter or edit invention report information, noting the following:
    • Fields with an asterisk (*) are required. Information for some of the required fields e.g. Grantee/Contractor Organization and Grantee/Contractor Organization Code will be automatically generated by the iEdison system.
    • Add additional keywords using the "Add/Edit Keywords" button. See Add/Edit Keywords.
    • Additional inventors may be added via the Add/Edit Inventors button. See Add/Edit Inventors.
    • Add the numbers for all known grants or contracts using the Add/Edit Grant/Contract Numbers button. See Add/Edit Grant/Contract Numbers.
    • Add information for Subcontractors as needed using the Add/Edit Subcontractor Details button. See Add/Edit Subcontractor Details.
    • Provide an Invention Disclosure document as follows:
      • Preferred Method: For PDF or TIFF invention disclosure documents, select the appropriate document type, In the next field "Invention Disclosure File Location", click the Browse button and locate and select the file location on your computer.
      • If electronic PDF or TIFF documents are not available for upload into iEdison and if you need to consider paper submission please consult the funding agency. If Paper invention disclosure documents are allowed by funding agency, select Paper as the document type, and mail or fax the invention disclosure document to the Primary Agency. A link to the Agency contact information can be found on the iEdison Home page, below the list of Agencies. See "Agency Office Contacts".
      • If no electronic PDF or TIFF documents are available and another electronic method is required by the funding agency, you may consider submitting ASCII text. For Text invention disclosure documents, select Text as the document type, click Browse and select the file or type the file location in the "Invention Disclosure File Location" field OR cut and paste the text in the "Invention Disclosure Text Field." Use ASCII text only
    • Modify Invention Disclosure documents as follows:
      • Resubmit as described above for the corresponding document type.
      • Entering or uploading a revised report will replace the last uploaded report.
    • View an Invention Disclosure document as follows:
      • Select the "View Current Document" hyperlink next to the "Current Invention Disclosure" field. Note: For help viewing PDF or TIFF versions of the government support clause or confirmatory license documents see Troubleshooting: Viewing PDF/TIFF Documents.
  3. Click Submit to enter the information. The invention report is updated. If you Added a new report, the "Create Invention Report - Invention Report Verification" page is displayed. If you Modified an Invention Report, the "Modify Invention Report - Invention Report Modification Confirmation" page is displayed.
  4. Please verify all data was entered correctly and choose Submit.
    • A confirmation screen will be displayed upon successfully saving the reported information.
  5. If an error is identified while reviewing the changes please choose " Modify Invention Report" to return to the invention report record and make needed changes. Then return to step 3.
  6. To add Other Documents to an invention report record, search for and select the invention report as described in Search Invention Reports. The Modify Invention Report - Invention Report Form page is displayed, Upload Other Documents as follows:
    • Scroll down to the Upload Other Documents field.
    • Fields with an asterisk (*) are required.
    • Add the name of the other document to be uploaded in the field labeled Document Name.
    • Click the Browse button to locate and select the document to be uploaded in the File Location field from your computer. File size is limited to 25 MB per upload.
    • Select the appropriate other Document type, either PDF or TIFF in the field "File Type" (PDF is preferable).
    • Select the appropriate Document Category from the pull down menu. Document category choices are: General, Nonpatented Research Resource or Waiver.
    • Click Submit to enter the information. The Other Document is saved and the "Create New Invention Report - Invention Report Form" page OR the "Modify Invention Report - Invention Report Form" page is re-displayed, depending on whether you are adding or modifying an invention report, respectively. The Upload Other Document field will include the iEdison User Name of the Creator, the Create Date, Last Update User, and Last Update Date.
    • OR Click Modify Invention Report to make any changes. To Delete a document before you have verified all information, click the box in the Delete field.
    • Verify that all data regarding the uploaded document is entered correctly and choose Submit again.
    • An Invention Report Modification Confirmation screen will be displayed upon successfully saving the uploaded other document.
    • Click Submit to enter the information. The additional Document is saved and the "Create New Invention Report - Invention Report Form" page OR "Modify Invention Report - Invention Report Form" page is re-displayed, depending on whether you are adding or modifying an invention report, respectively. OR
    • Click Cancel, to cancel the document upload. Any changes that were made are ignored and the Create New Invention Report - Invention Report Form page OR Modify Invention Report - Invention Report Form page is re-displayed, depending on whether you are adding or modifying an invention report.
    • Notes regarding the Upload Other Document feature:
      • Up to 20 other documents may be uploaded to an Invention Report.
      • Any uploaded documents will be visible to all agencies that have funded the Invention.
      • Upon uploading each document, in order to complete the reporting submission, you must also send an email to the Primary Agency identifying the type of document uploaded and the associated EIR Invention Record or Patent Record. Primary Agency Contact information can be found from the iEdison Home page. Do NOT use the "E-Mail the NIH Administrator" feature at the bottom of the screen to notify the Primary Agency.

  Field Definitions
Invention Report Number (This number will automatically be generated by the iEdison system)

The Invention Report number is automatically generated by the iEdison system for a new Invention Report after data has been submitted, checked for errors, and verified. The number is unique for each reported invention and cannot be duplicated or recycled. The Invention Report Number cannot be modified by the User.

DOE "S" Number

The DOE "S" Number is unique to grantee or contractor organizations that receive awards from the Department of Energy. The iEdison system will automatically generate a DOE "S" number for such invention reports. DOE award recipients should make reference to the DOE "S" number in all correspondence with DOE.

Grantee/Contractor Organization

The organization name is automatically generated by the iEdison system using the organization information associated with the account of the user logged on to the system. If the organization name is missing or does not match your organization, the on-line session should be terminated immediately and iEdison User Support notified as soon as possible at edison@od.nih.gov, (301) 435-1986, or toll-free (866) 504-9552.

Organization DUNS The Data Universal Numbering System (DUNS) number, provided by Dun & Bradstreet, is a nine-digit number that uniquely identifies a business entity. Entry of a DUNS number is optional; however, all entered values must pass a system validation check.

Note: Entry of a DUNS number is not valid for federal iEdison User Profiles or the NIH iEdison Accounts Administrator.

Grantee/Contractor Organization Code

The organization code is automatically generated by the iEdison system using the organization information associated with the account of the user logged on to the system. If the organization code displayed does not exactly match the first seven digits of the Invention Report number of the associated invention report, the on-line session should be terminated immediately, and iEdison User Support notified as soon as possible at edison@od.nih.gov, (301) 435-1986, or toll-free (866) 504-9552.

Invention Docket Number

The invention docket number field is provided for the convenience of iEdison users. The field can be used for a unique identifier designated by the organization to help track a reported invention internally. Any combination of numbers and letters may be used for the invention docket number. If no invention docket number is provided, the iEdison system will use the last 6 digits of the Invention Report number, as the Invention Docket Number. The Invention Docket Number can be modified by the User.

Invention Title

The title reflects the title of the invention as it appears in the Employee organization's employee's invention report.

Invention Keyword(s)

Invention keywords are optional. This field enables the grantee/contractor organization designate key terms to search and categorize Invention Reports.

The iEdison system allows up to 12 keywords (maximum 30 characters each) to be associated with each Invention Report.

Inventor(s)
First Name
Middle Name
Last Name

The inventor fields reflect full name of each inventor associated with the invention. Any combination of upper- and lower-case letters may be used. The first- and last-name fields may be used to search for inventors associated with the Invention Report.

Invention Report Date (mm/dd/yyyy)

The invention report date is the date that the invention was initially reported to the government. The format for this field is mm/dd/yyyy.

Reporting of this date and the corresponding invention to the government does not constitute a public disclosure (statutory bar). This date begins the two-year period during which the title to the invention must be resolved by the grantee/contractor organization per 37CFR Part 401.14(c)(2).

Primary Agency
(Agency this report will be submitted to)

Each Invention Report in the iEdison system must include a primary agency. If the invention has been supported by additional federal agencies, the iEdison system allows this to also be reported.

Funding Agreements Agency Designation Grant/Contract Number

Funding Agreements - The funding agreement is composed of the agency designation (the acronym for the agency name) and the grant or contract number for the supporting agency that has contributed to the invention.

The iEdison system allows up to 12 funding agreements to be associated with each Invention Report. The main screen allows entry of the first funding agreement. Additional funding agreements may be added using the "Add Grant/Contract Numbers" button.

Agency Designation - For Agency Designations see Agency Office Contacts link at the home page.

Grant/Contract Number - For each supporting agency, the corresponding grant or contract number must be provided. The format of the grant or contract number follows that of the associated agency. The iEdison system enforces the grant or contract number format for each participating iEdison agency.

Subcontract Information
Subcontract Number
Prime Contractor Name
Prime Contractor City
Prime Contractor State
Prime Contractor Country

The Bayh-Dole Act provides for flow down of invention rights. The subcontractor may retain rights, but is obligated to comply with reporting requirements to the same extent as the grantee or contractor organization. IEdison allows reporting of subcontractor inventions. In addition to the subcontract number to identify the subcontractor, iEdison allows the subcontractor to identify the prime contractor: name, city, state and country. This information lets the government track the flow down provisions of the law.

The iEdison system allows up to four subcontracts to be associated with an invention. Subcontractor information can be added using the "Add/Edit Subcontracts" button.

Title Extension Years

The number of title extension years indicates the amount of time (beyond the default of two year) for which an extension to elect title has been requested.

Select the most appropriate value from the list.
0 - Indicates no extension is requested beyond the two years specified in the regulations (default).
1 - Indicates a one-year extension is requested.
2 - Indicates a two-year extension is requested.

Extension of time to elect title is discussed at 37CFR Part 401 (Sec. 401.14(c. 2) and Sec. 401.14(c. 4))

One Year Extension to File Initial Patent Application

According to 37CFR Section 401.14(c.3) the grantee or contractor may request a one-year extension of time to file an initial non-provisional patent application. This field in iEdison indicates whether an additional year has been requested.

No - Indicates no extension beyond the one-year specified in the regulations is requested (default).
Yes - Indicates a one-year extension beyond the default is requested.

Date of First Publication, Sale, or Public Use (mm/dd/yyyy)

The date of first publication, sale, or public use establishes the extent of time that patent rights are protected in the United States. Based on this date, the so-called bar date, the grantee or contractor has a one-year statutory period to file a patent application in the United States. Such a disclosure may take the form of public presentation, sale, or use. The format for this field is mm/dd/yyyy.

Explanatory Notes

Explanatory notes are used by the grantee or contractor to convey information about the Invention Report that will assist government agencies in understanding the invention.

Examples of when explanatory notes are used include, but are not limited to:

- Situations in which the Invention Report has been disclosed jointly by inventors at two organizations, while only one of the organizations will be reporting on the resulting invention.

- Instances in which an inventor and/or title have been transferred to a new organization.

Title Election Date (mm/dd/yyyy)

The title election date contains the legally binding date that the title to invention rights was elected by the grantee or contractor organization for the associated invention. This date begins the one-year period during which the initial non-provisional patent application must be filed (unless a one-year extension is requested). The format for this field is mm/dd/yyyy.

Invention Status







The invention status reflects the current status of the title to rights to the Invention Report as of the current date. Select the most appropriate status.

Not Elect Title Reason The not elect title reason indicates why the grantee or contractor organization has chosen not to elect to retain title to the associated invention.
Not Elect Title Other Reason If the grantee or contractor has not elected to retain title to the invention for reasons other than those available from the list, a brief description of the other reason for non-election should be entered in the field provided.
Name of Third Party to Which Title is Waived This field allows the grantee or contractor, having chosen to waive rights to the invention, to identify the third party assuming the rights.
Final Invention Rights Determination The Final Invention Rights Determination field indicates the final determination made by the government as to which entity holds rights to the invention.
Final Invention Rights Determination Date The Final Invention Rights Determination Date field indicates the date of the final determination made by the government as to which entity holds rights to the invention.
Parent Invention Report Number

The Parent Invention Report number is used when more than one invention is bundled together to form the scope of claims for a patent application. Alternatively, new intellectual property, i.e. a second invention could contribute to form a CIP derivative patent application.

Under such circumstances, one invention must be designated the "Parent." The Parent invention is defined as the invention through which all associated patents are reported. Secondary inventions that contribute to such patents are defined in this relationship as "Child" inventions. Once the Parent/Child relationship is established in the iEdison system, Child inventions are no longer able to have associated patents.

Organization Code for Other Organizations to View Invention and Related Patents

Two grantee or contractor organizations often formally contribute to a specific subject invention. Accordingly, while one of the organizations takes the lead and bears the responsibility of reporting the invention, the second organization is provided the ability to view the Invention Report record.

To allow a second grantee or contractor organization to view the Invention Report, the lead organization must grant that permission by indicating the second organization's code in the field provided. The lead grantee or contractor organization should contact the secondary organizations to determine organization codes.

The iEdison system allows up to three organizations to be granted view-only access.

Current Invention Disclosure iEdison system allows grantee or contractor organizations to view the most recent invention disclosure document associated with an invention report. The current invention disclosure field is only displayed when an invention disclosure document exists for the invention report. Once an invention disclosure is uploaded, the "View Current Document"; hyperlink is used to access the document. Note: If the invention disclosure document was submitted via paper, the following text will appear in the window that opens: "This document was submitted in paper form".
Invention Report Document Type

iEdison allows the electronic submission of the written description of the invention, the so-called Invention Disclosure, as either a PDF or TIFF document type. Alternatively, the user may submit plain ASCII text by inserting in the text box provided or uploading a text document using the invention disclosure file location field. Finally, the grantee or contractor may submit the required document in paper, either via fax or U.S. mail. The invention disclosure document type field is used to indicate the type of document being uploaded in the iEdison system. The value indicated is checked during the upload but is not stored long term in the system.

Note: The grantee or contractor organization should be aware that only documents submitted as PDF, TIFF, or ASCII text will be able to be viewed through the iEdison user interface. Documents submitted in paper will be entered into the iEdison database by iEdison staff, but will not be available for viewing. Select the appropriate document type from the list.

PDF - Indicates a PDF version of the Invention Report is provided.
Paper - Indicates a paper version of the Invention Report was faxed or mailed.
TIFF - Indicates a TIFF version of the Invention Report is provided.
Text - Indicates an ASCII Text version of the Invention Report is provided. Text may be entered into the Invention Report text field or uploaded using the invention disclosure file location field.

Invention Disclosure File Location

The iEdison system allows grantee or contractor organizations to submit the written description of the invention, the so-called Invention Disclosure, electronically as a PDF, TIFF, or Text file. The Invention Disclosure File Location field enables the iEdison user to specify the location of the Invention Disclosure to be uploaded. The path and file name may be entered directly into the field or selected using the "Browse" button.

Invention Disclosure Text

The Invention Disclosure Text field is an alternative way to supply the written description of the invention when the document type equals "Text".

Upload Other Document

The iEdison system allows up to 20 other documents related to inventions or patents, each 25 MB or less, to be uploaded and associated with an Invention Report or Patent Report, respectively. Documents uploaded in this field must not be Invention Disclosures, Confirmatory Licenses, or Government Support Clauses. Deletion of an uploaded document after it is saved to the record requires Funding Agency action.

Invention Report Receipt Date

The Invention Disclosure receipt date identifies the date the Invention Disclosure document was received by the government either via paper or electronic upload in the iEdison system as a PDF, TIFF, or Text document.

The government verifies that the document has been received before setting this date.

Research Tools Guidelines Agreement Accepted

The government considers the sharing of unique research resources to be an important way to enhance the value of government-sponsored research. Sharing research tools is a general term and condition of awards. The document, "Principles and Guidelines for Recipients of NIH Research Grants and Contracts on Obtaining and Disseminating Biomedical Research Resources" (64 Fed. Register 72090, December 23, 1999) details such terms. Grantee or contractors should be aware of such terms and conditions. The Research Tools Guidelines Agreement Accepted field indicates whether the sharing of research tools has been agreed to in principle by the grantee or contractor organization for the associated invention.

This indicator is applicable only when the invention status is set to "Licensed as an Unpatented Biological Material or Research Tool".

 

    See Also

Add/Edit Foreign Filings
Add/Edit Grant/Contract Numbers
Add/Edit Inventors
Add/Edit Keywords
Add/Edit Subcontractor Details
Add/Modify Patent Reports
Add/Modify/View Utilization Reports
Generate Confirmatory License
Help with Formats - Grant/Contract Number
Help with Formats - Patent Number
Invention Overview
Invention Report: Duplicate Title
Suppress Messages
Troubleshooting: Viewing PDF/TIFF Documents
Upload Invention/Patent Report Datastreams
View Messages

 

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