iEdison Field Definitions

Agency that funded the award you are trying to add to the Invention Report.

The type of funding agreement that you are trying to enter.

Options include:

• ACT = DOE Specific
• Cooperative Agreement
• Contract
• Grant
• Other Funding Agreement

Indicator of to whom you are requesting that the invention be assigned to.

Options include:

• Inventor(s)
• Third Party

NOTE: This field will populate ONLY if you select “Assignment” as your type of request.

Indication of whether this agreement was directly awarded to your organization (Prime Award) or if it was subawarded to your organization from another organization (Subaward).

Options include:

• Prime Award
• Subaward

Indication of whether the original or 2018 regulations apply to this invention.

If your funding agreement was awarded after May 14, 2018, then the 2018 regulations apply.  If it was awarded before May 14, 2018, the previous regulations may apply unless the terms and conditions of your award were updated by the funding agency to include the new regulations after May 14, 2018.  If you aren’t sure if/when your funding agency updated the terms and conditions of your award, contact your funding agency.

NOTE: The system will auto-select 2018, but you can change this to original. You can change this selection up until the point you file your Initial Patent Application. If you need to make a change AFTER you have filed your initial patent application, contact your funding agency.

A Budget and Reporting (B&R) code is given to a project by the Department of Energy. The structure of a B&R code parallels approved DOE PPAs (Program, Project or Activities). The code is used to track funding and for executing the budget; reporting actual obligations, costs, and revenues; and controlling and measuring actual versus budgeted performance.

The B&R Code only needs to be filled-out by DOE labs who perform work for several internal program funding sources under a single prime contract number.

Date that your Confirmatory License was executed.

Format Required: (MM/DD/YYYY)

Place to upload executed Confirmatory License.

NOTE: If you are uploading multiple Confirmatory Licenses (in the case of joint inventions), please combine into one document.

The date that the inventor disclosed the subject invention in writing to the personnel responsible for patent matters.

Format required: (MM/DD/YYYY)

Date you reported this invention in iEdison.

NOTE: This field will be auto-populated by iEdison and cannot be edited by an organization/institution.

Allows for direct communication with the agency.

NOTE: This section SHOULD be used to send messages to the Primary Agency. It is intended to replace email as the means to communicate with the agency about this particular Invention Report.

Discussions will be saved in the Invention Report permanently.

Date disposition decision was selected by agency in iEdison.

Format Required: (MM/DD/YYYY)

NOTE: This date will be auto-populated as the date the Disposition Status was auto-selected or selected by the Primary Agency.

Refers to the government's waiver of rights under 10 CFR 784 in an invention arising from DOE-funded research so that private entities may expedite commercialization, quickly bringing their technologies from lab to market. There are three types of waivers: Advance, Identified, and Class patent waivers.

NOTE: This number is issued by DOE outside of iEdison.

Tracking number used by DOE for DOE-funded inventions.

NOTE: DOE will assign and enter this number for you after you create an Invention Report with DOE funding.

Date that you selected "Does Not Retain Title" as the Title Election Status.

NOTE: This field will auto-populate to the date in which you select Does Not Retain Title for this invention.

Customized reason for not electing title, if you selected "Other" os the Does Not Retain Title Reason.

NOTE: If you select "Other," this field must be completed.

If you select "Does Not Retain Title" as your Title Election Status, you must indicate why your institution decided not to take title.

Options include:

• Low Commercial Potential
• Not Patentable (Not Novel)
• Not Patentable (Obvious)
• Not Patentable (Not Useful)
• Did Not Yield Expected Results
• Budget Limitation
• Immature Market
• Other

NOTE: If you select "Other," a customized reason must be entered.

Indicates whether a Domestic Manufacturing Waiver has previously been granted for this invention. 

NOTE: New Domestic Manufacturing Waivers are submitted and answered in the Request section of the Invention Report. 

Date that your issued patent will (or has) expired.

NOTE: This field will only appear for non-provisional patent applications.

Any notes about this particular patent that you want permanently attached to this Patent Report.

NOTE: This section should not be used to send requests or expect a response from the agency (the Request section or Discussion section should be used for these purposes). This section is meant to document information in order to permanently display it in the Patent Report.

Country(ies) in which an equivalent (or substantially equivalent) application to that reported in this Patent Report has been filed.

Date on which this foreign application was filed.

This date will be populated by the Primary Agency as the date they completed the Determination of Rights.

NOTE: This field will only appear if you select "Abandoned/Intent to Abandon" as the Patent Status. It is only editable by the Primary Agency.

Date that this invention was first publicly disclosed, sold, or used publicly.

Format Required: (MM/DD/YYYY)

NOTE: This field should be populated regardless of whether the publication/sale/public use occurred before or after disclosure. If you subsequently determine that a publication was not an enabling disclosure, you can contact the primary agency to ask that they remove this date.

Place to upload Government Support Clause documentation.

NOTE: If you are uploading an application or other documentation filed with the USPTO, include the electronic filing receipt with the documentation.

Grant/Contract/Agreement number for award that you are trying to add to the Invention Report.

NOTE: Each grant/contract number must be in the correct, acceptable iEdison format. If you are confident that you have the correct grant/number and it is not being accepted, please contact the funding agency or iedison [at] nist.gov (iedison[at]nist[dot]gov).

Place to upload invention disclosure form.

NOTE: The invention disclosure and all associated attachments should be included in one document and uploaded here. Uploading a new document in this section will replace any previously uploaded versions.

Decision of the agency as to how to proceed with the technology.

Options include:

• Government Does Not Retain Rights
• Government Retains Rights
• Void
• Transferred
• Barred (this will auto-populate, if invention is barred from patent filing)

NOTE: This field will be auto-populated or set by the Primary Agency. It will be populated either automatically as "Barred" if a patent is not filed within one year of the "Date of the First Publication/Sale/Public Use" or as "Void," "Transferred"/Assigned" after a request is granted. Otherwise, the Disposition Status will be set by the Primary Agency in response to the selection of "Does Not Retain Title."

Your organization's internal tracking number for this invention.

NOTE: While not required, this field is HIGHLY RECOMMENDED. If you do not enter an Invention Docket Number, one will be auto-populated for you.

Any keywords used to identify or categorize your invention.

Title of the invention you are reporting.

The Organization Code of the inventor or third party to whom you are requesting to assign the invention.

NOTE: This field will populate ONLY if you select "Assignment" as your type of request.

The inventor or third party to whom you want to assign the invention will need to create their own iEdison account if they do not already have one.

The name of the inventor or third party to whom you are requesting to assign the patent.

NOTE: This field will populate ONLY if you select "Assignment" as your type of patent request.

Indication that this inventor was an employee of the federal government at the time of the invention. This also includes inventors with dual appointments (such as VA appointments).

NOTE: Listing a Federal Agency as an inventor employer in the invention record is not a substitute for notifying that agency that you have a jointly owned invention with that agency.

Date that the patent issued.

NOTE: This field will only appear for non-provisional patent applications. The Patent Number may be auto-populated once published through iEdison’s integration with the USPTO.

Number given by USPTO once patent has been issued.

NOTE: This field will only appear for non-provisional patent applications. The Patent Number may be auto-populated once published through iEdison’s integration with the USPTO.

Persons considered "inventors" of this invention in the Invention Report; persons listed as "inventors" in the patent application in the Patent Report.

NOTE: You can add or remove inventors from the Invention Report if they change.  Once your patent application has published, the inventors in the Patent Report will change as updated with the USPTO (through our integration with the USPTO website).

A section of the Invention Report where the notifications associated with this Invention Report are displayed.

Organization Code (provided by iEdison) of organizations that you wish to provide view only access to this specific Patent Report.

NOTE: This is often used to give joint owners access to view the associated reports.

Organization Code (provided by iEdison) of organization(s) that you wish to provide view only access to this specific Invention Report.

NOTE: This is often used to give joint owners access to view the associated reports.

If you want to give a joint owner or other organization access to a report, you should ask that organization for their iEdison Organization Code.

Place to upload additional documents, as needed, if they don't fall into another category above.

NOTE: Once a document is uploaded under "Other Documents," it can only be removed by the Primary Agency.

The Edison Invention Report (EIR) Number of the invention to which you want to link this invention as a child.

NOTE: Parent-Child relationships are a way to link inventions together that have been combined into one patent family. For more information about child-parent inventions, please reference the iEdison user guide and additional help materials.

Click here to search for and add the patent(s) that you want to be listed as this patent's parent(s).

NOTE: If you need additional information on how or when to link patents as parent/child, please see the iEdison user manual or additional resources.

Your organizations internal tracking number for this patent.

NOTE: Although not required, it is highly recommended to enter a Patent Docket Number. If you do not enter a Patent Docket Number, one will be auto-populated for you.

Will be entered by the Primary Agency when a patent status is listed as "Intent to Abandon/Abandoned".

NOTE: This field will only appear if you select "Abandoned/Intent to Abandon" as the Patent Status. It is only editable by the Primary Agency.

Indicates to the Funding Agency if you are retaining rights to this patent/application, if you decide to discontinue pursuing protection, or if the patent has expired.

Options include:

• Institution Retains Rights
• Intent to Abandon/Abandoned
• Expired
• Assigned/Transferred
• Voided

NOTE: This will auto-populate to "Institution Retains Rights."

"Expired" can only be used in cases of patents that were issued and expired at the end of their lifetime. For issued patents that you intend to lapse by not paying a maintenance fee, you should select "Abandoned/Intent to Abandon."

Assigned/Transferred and Voided statuses are set automatically upon approval of the corresponding request.

Agency you are designating to take the lead in the processing of your iEdison reporting for this invention.

NOTE: Generally, suggested to be the agency which provided the most funding for the invention, but if you don't know which agency provided the most funding, select the agency (among those with a funding agreement related to this technology) at your discretion.

Location of the Prime Awardee for the subaward listed.

Prime Awardee Name for the subaward listed.

Unique Entity Identifier number of the Prime Awardee for the subaward listed. UEI numbers are issued by the Federal Government in SAM.gov

The date you filed the application you are reporting.

NOTE: This field name will be customized based on the type of patent you select. For example, if you select PROV as your application type, it will display as "Provisional Application Number."

The serial number of the application that you are reporting.

NOTE: This field name and allowable formatting will be customized based on the type of patent you select. For example, if you select PROV as your application type, it will display as "Provisional Application Number."

The reason you are making this request and any additional comments you would like to include with your request.

NOTE: Election Extension Requests, Initial Patent Extension Requests, and NonProvisional Patent Extension Requests may be denied if a reason for the request is not included.

Type of Request that you are submitting for this Invention Report.

Options include:

• Assignment
• Domestic Manufacturing Waiver
• Election Extension
• Initial Patent Extension
• Non-Provisional Patent Extension
• Transfer
• Void

NOTE: Subsequent fields will populate based on the type of invention request that is selected.

Date in which you agreed to the terms and conditions associated with selecting a Title Election Status as "Designated as an Unpatented Biological Material or Research Tool."

Format Required: (MM/DD/YYYY)

NOTE: You need to agree to terms and conditions and in order to select "Designated as an Unpatented Biological Material or Research Tool" as the Title Election Status. This field (indicating the date you agreed to those conditions) will auto-populate and will only appear if you select "Designated as an Unpatented Biological Material or Research Tool."

The latest date that this award was started and/or amended. This date may help determine whether the original Bayh-Dole regulations or the amended 2018 Bayh-Dole regulations apply.

NOTE: You may need to search USASpending.gov, another grant/contract website (such as NIH RePORTER), or your internal grant/contracts database to determine this date.

Indicates whether this foreign application is active or has been abandoned.

If the funding from this invention was the result of a subaward, this section should be filled out.

NOTE: Bayh-Dole obligations flow down to subawardees. Therefore, the subawardee should report into iEdison UNLESS there is an inventor from the prime organization and then the sub and prime can decide who reports the invention (just like in other joint-owner cases).

If you do not know this information, you might try asking the inventor and/or your grants office.

Document to support the request you are submitting.

NOTE: Domestic Manufacturing Waiver Requests and Assignment Requests will require a supporting document. Other requests may require supporting documentation at the discretion of the Funding Agency.

Title of the patent application that you are reporting.

Date in which you changed the Title Election Status to "Elect to Retain Title."

Format Required: (MM/DD/YYYY)

Indication of your institution's decision regarding the election of title for this invention.

Options include:

• Under Evaluation
• Elect to Retain Title
• Does Not Retain Title
• Designated as a Biological Material or Research Tool (select agencies only)
• Government Takes Title (Award Terms) (DOE and NNSA only)

NOTE: iEdison will auto-select "Under Evaluation" when you create an Invention Report.

The Organization Code of the Organization to whom you are requesting to transfer the invention.

NOTE: This field will populate ONLY if you select "Transfer" as your type of request.

What type of patent application is this?

Options include:

• PROV (Provisional)
• ORD/UTL (Ordinary Utility)
• CON (Continuation)
• CIP (Continuation-in-Part)
• DIV (Divisional)
• PCT (Patent Cooperation Treaty
• Application
• PVP (Plant Variety Protection)

The status that the USPTO currently displays for your invention.

NOTE: If/Once your application is published, this number may be auto-populated through iEdison’s integration with the USPTO. This field will be synched with data from the USPTO for 3 years for provisional patent applications and 20 years for non-provisional patents/applications. This field is not editable by users.

The date that your USPTO status was last updated.

NOTE: If/Once your application is published, this number may be auto-populated through iEdison’s integration with the USPTO. This field will be synched with data from the USPTO for 3 years for provisional patent applications and 20 years for non-provisional patents/applications. This field is not editable by users.