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iEdison

Outages & Updates

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iEdison

 

System Scheduled Outages

 

iedison system updates to deploy changes in the system, are currently occurring on Select thursday evenings.  ON thursdays iedison may be down for 15-30 minutes between 8:00-10:00PM Eastern Time.

iEDison Updates

11/08/2024 (v2.0.11) iEdison release 2.0.11 includes new features and enhancements to the application, including the following:

Bug Fixes:

  • We fixed a bug where the user was not able to preview all PDF documents that were uploaded.
  • The floating bar blocking pop-up dialog boxes on the Invention and Patent pages has been fixed.
  • We fixed a bug where the system did not display the correct time with the Government Support Clause and Confirmatory License were uploaded.
  • We fixed a bug where Notification 130 was not cleared after the Disclosure document was accepted.
  • The FOIA Report will display the correct information in the Discussion Messages column. The Discussion will also include the date and time.
  • We fixed a bug that allowed users to create Utilization Reports for a child invention.
  • We fixed a bug that didn't allow an organization to view all documents shared by another organization.
  • We fixed a bug where the the Patent Search by Grant/Contract Number did not list all patents that list the grant number as their funding source.
  • We fixed a bug where the system used the Created Date, not Disclosure Date, for the Invention Report as the starting year for Utilization Reports.
  • We fixed a bug where the system was not able to select the current year from the Reporting Year dropdown list when creating a Utilization Report. 
  • We fixed a bug where the system did not remove previously synced inventors with the application number was changed.

Enhancements:

  • iEdison will now display all timestamps in Eastern Standard Time (EST).
  • iEdison will now display all dates on-screen and in reports in the format MM/DD/YYYY.
  • The system will now clear Notification 400s in real-time.
  • Active agencies are added to the "Agencies or Organizations to View Invention and Related Patents" dropdown list.
  • New notifications will be generated for agency and organization users when they give view access to an Invention or Patent Report.
    • The system will send Notification 5901 to an agency when they are given view access to an Invention Report.
    • The system will send Notification 5902 to an agency when they are given view access to a Patent Report.
    • The system will send Notification 5903 to the funding agency(ies) when the organization gives another agency access to view the Invention Report.
    • The system will send Notification 5904 to the funding agency(ies) when the organization gives another agency access to view the Patent Report.
    • The system will send Notification 901 to the organization when an agency gives another agency access to view the Invention Report.
    • The system will send Notification 902 to the organization when an agency gives another agency access to view the Patent Report.
  • The system will now prompt the user to confirm that they have verified with the organization that sharing information with the selected agency is permitted.
  • The system will now provide the option to copy 2023 and beyond Utilization Report data when creating a new Utilization Report.
  • When a user updates their email address on the My Profile page, the system will now display an error message if the email address is linked to an account that already exists.
  • When an agency is adding a Grant Number Format, the system will now default the End Date to 12/31/2055.
  • There is a new URL for the iEdison Help Desk Contact Form – contact.iedison.gov.
  • The system will now perform validation on numeric fields when creating a Utilization Report.  An error message will display if the validation fails. 
  • When an invitation to join iEdison is canceled, the system will now prompt the user to enter a reason for canceling the invitation.

API and Bulk Upload:

  • The API will now allow users to add and update Foreign Filings from the same country on the same date.
  • The API was modified so that users can upload documents up to 50 MB.
  • Bulk Upload will now validate numeric fields.  An error message will display if validation fails.
  • Bulk Upload will not allow users to update existing Foreign Filings from the same country on the same date. The user should log into iEdison to make any changes to existing Foreign Filings. Users will be able to add new Foreign Filings from the same country on the same date if there are no existing Foreign Filings.

09/26/2024 (v2.0.10) iEdison release 2.0.10 includes new features and enhancements to the application, including the following:

Bug Fixes:

  • The daily notification job will no longer send Notification 233 to exclude patents with patent status = "Abandoned/Intent to Abandon".
  • The Compliance Report will display the Due Date.
  • The Compliance Report will display all the Application Numbers.
  • The system will send alert 233s when the Government Support Clauses are rejected.
  • The system will ensure the Primary Funding Agency indicator (checkmark) appears when a grant is modified.
  • The system will display an indicator that the Funding Agreement Number was verified by USASpending.gov.
  • The Request Search on the Dashboard will retrieve records based on the search criteria specified.
  • The system will transfer alerts when changing the Primary Funding Agency.
  • The system will clear alert 100s in real-time.
  • Alert 130s are generated when the agency user rejects their disclosure documents.
  • The browser no longer prints a blank page and prints the PDF and the preview contains HTML content.
  • The user can use the filtering criteria on the Requests page to filter search results.
  • The system will retry uploading files if the internet connection has been interrupted.

Enhancements:

  • The Grant Report was updated with the following enhancements:
    • The user can search for Grant Reports using a wildcard.
    • The Funding Agency | Grant Number is a single column.
    • Added Disclosure Accept Date and Disclosure Reject Date columns.
    • Added Issued Patent Number and Issued Patent Date columns.
    • The label "US Patent Applications" was changed to "US and PCT Patent Applications".
  • The system will prompt the user when saving PCT or Non-Provisional Patent applications.
  • The user can use apostrophes in email addresses.
  • When ingesting through the API, the system will display an error message if an invention with DOE or NNSA as the Primary Funding Agency and the Title Election Status is "Designated as Unpatented Biological Material or Research Tool".
  • The system will disregard dashes (-) entered when checking USASpending.gov.
  • The ‘Domestic Manufacturing Waiver’ field is set to be read-only for Non-Primary Funding Agency.
  • The user can create a utilization report for an invention with Does Not Retain Title status.
  • Updated the user interface to allow users to add duplicate licensee names using a worksheet to complete certain utilization questions based on the fiscal year and latest development stage.

API:

  • Updated the Invention, Patent and Utilization (IPU) API Specification, Version 2.7.
  • Added ID fields to all applicable data items in the Utilization API responses.
  • Updated the description of First Commercial Sale Year.
  • Added new data attributes to support Utilization 3.0 and allow duplicate licensee names.
  • Added new data items to Bulk Upload to support Utilization 3.0 and allow duplicate licensee names.
  • Added validation to numeric values in the Utilization API.questions based on the fiscal year and latest development stage.

08/22/2024 (v2.0.9) iEdison release 2.0.9 includes new features and enhancements to the application, including the following:

Bug Fixes:

  • The system will display requests in Review status on the Dashboard. A request will no longer be removed from the Dashboard until it is approved or rejected.
  • The formatting on the FOIA Report was fixed so it is consistent with the other standard reports and easier to read.
  • The user can add parent patents using the Search for Parent Patent tool and retrieve all applicable patents.
  • If the user indicates they are uploading “Other Documents,” the system will require them to select a file.
  • The Export to Excel button is available in the Request Search screen, allowing users to export results to Excel.
  • The Agency Summary Report is displaying the requested information.
  • The user can retrieve inactive messages.
  • The system will clear the Disposition Status when the First Publication/Sale/Public Use Date is removed.
  • The system will no longer default the Tagged Agency User's Email to the user logged in.
  • The Contact Person information is displayed correctly on the screen after it has been added by the user.
  • The System Administrator can save a new patent on behalf of an organization.
  • The user can create a patent as a child.

Enhancements:

  • When adding a Utilization Report from the invention report, the Fiscal Year dropdown list shall start with the first required reporting year. 
    • If the first reporting fiscal year from the database function is in the future, the system shall display an empty list.
    • If the first reporting fiscal year from the database function is in the past and a utilization report has not been reported for that year, the system shall display the list from the first fiscal year to the current year. For example, if the first fiscal year is 2017 and the current year is 2024, the list shall contain 2017, 2018, 2019, 2020, 2021, 2022, 2023, and 2024.
  • A hyperlink to the Invention Report was added to the following red flag reports, allowing users to quickly access the invention report and view the record in iEdison: 
    • Licensed Red Flag Report
    • Not Licensed or Commercialized Red Flag Report
    • Commercialized and NO US Manufacturers Red Flag Report
    • Commercialized and ANY non-US Manufacturers Red Flag Report
  • The system will require the user to indicate the reason for registration in iEdison.
  • The system would display an error message if a date entered is prior to 01/01/1900 or is not a valid date.
  • The user can generate the FOIA Report in CSV format.
  • The label for the “DOE S-Number” was updated (with hyphen) so it is consistent throughout the application.
  • The user is required to enter the Start Date and End Date for new Grant Number Formats.
  • The user can edit and delete Contact Persons from an Agency Profile. The user is also able to specify the contact information (Title, Office, Email Address, and Phone Number) that can be publicly displayed.

API:

  • Updated the Invention, Patent, and Utilization (IPU) API Specification, Version 2.6. The 'lastUpdatedFrom' parameter will use the Last Updated Date for the invention; however, if that value is NULL, the Created Date will be used.

07/18/2024 (v2.0.8) iEdison release 2.0.8 includes new features and enhancements to the application, including the following:

Bug Fixes:

  • Fixed the "Organization to View Invention" filter in Custom Reports.
  • When a request to void an invention is approved by an Agency Admin or System Admin user, the system will update the Patent Status and Patent Final Rights Determination (under the invention) to "Voided"
  • The user can print the Invention Report in PDF format.
  • Fix the Template Applicability dropdown list.
  • The Confirmatory License button is enabled even if the patent was abandoned.
  • Resolved issues Agency Users were having generating the FOIA Report.
  • The users can generate the Notification 5243/5244 Report in PDF format in Firefox.

Enhancements:

  • The Bulk Upload email summary sent to users was reformatted for better readability.
  • Added the following Help menu item to the side menu:
    • User Guides
    • Video Tutorials
    • FAQs
  • The Inventor's dropdown list for assignments to Inventor(s) will only display active accounts.
  • Users can enter foreign filings for the same country on the same day.
  • The following reports are available in CSV format:
    • Frequently Used Data Fields Report 
    • iEdison Invention Compliance Report 
    • Due Dates Report 
    • Notification 5243_5244 Report 
    • Grant Report 
  • Increased the Non-Provisional Application Number to PV+10 digits.
  • Users can tag themselves in a discussion.
  • Created the Commercialized and Manufacturer Exists but No Location Selected Red Flag Report.
  • The System Account Status is consistent with the Document/Certificate dates.
  • The System Account list is sorted in alphabetical order.
  • Removed "Report" from Standard Report Header.
  • Updated Issued Patent Number validation rules to allow update the format to include Design Patent formats D###### and D####### (D followed by 6 and 7 numbers).
  • The field label for “Middle Initial” was changed to “Middle Name/Initial" for inventors.

API:

  • A unique ID was added so some web elements listed in the ticket have a unique ID.
  • Ensured the API account for the primary agency and the UI have the same level of permission and access control.
  • The "id" field is included in the following JSON objects:
    • patent
    • patent.inventors
    • patent.foreignFiling
    • patent.parentPatents
    • patent.explanatoryNotes
    • patent.governmentNotes
  • The Confirmatory License Accept Date and Government Support Clause Accept Date were added to the API.
  • The API Specification document was reviewed and updated for accuracy.

06/06/2024 (v2.0.7) iEdison release 2.0.7 includes new features and enhancements to the application, including the following:

Bug Fixes:

  • The iEdison Inquiry Form now accepts additional special characters in the Organization Name field.  
  • The user will now be able to enter up to 4 digits in in the Fiscal Year field on the Search Utilization page.  
  • The invitation email sent to new users will now contain the date the link expires.
  • The system will now remove previous inventors added via USPTO API when the Patent Application Number is changed.
  • The user can now update existing licensee information in a utilization report, without the system creating new licensees.
  • Fixed bug where information entered when registering organization is not appearing in Registration Details.
  • When a Government Support Clause is rejected, the system will now display a validation message if the required information is not entered and will send a reject notification.  
  • The system will not send duplicate notifications for invention and patent records.

Enhancements:

  • Created several new agency reports to assist with reviewing utilization reporting.
  • Agency Notification 5503 was changed from an Informational to an Alert notification.  
  • Waiver ID is now a required field for DOE and NNSA-funded inventions if the Organization
  • Profile specifies that the organization is a large, for-profit organization.  If not entered, an error message will display on Submit.
  • The "Save DOE S Number" button was changed to “Save Invention Report” for Read Only Invention Reports that list DOE and/or its sub agencies as funding agency.
  • Institution users will no longer be able to select Government Takes Title (Award Term) from Title Election Status dropdown menu.
  • The system will now remove any leading and trailing spaces when validating the Email Address field throughout iEdison.
  • The Bulk Upload email summary that is sent to users was re-formatted so it is easier to read.  
  • Bulk Upload API and RESTful APIs were updated to allow users to enter multiple Foreign Filings for the same country.
  • Changed Notification 5504 from Informational to Alert Notification.  
  • Removed "Report" from Standard Report Header since it is redundant.  

API:

  • Integrated with the new US Patent and Trade Office (USPTO) USPTO Open Data Portal (ODP) to better sync with PCT Patents in iEdison.
  • Updated iEdison API to return agency abbreviation instead of agency code for fedAgency.
  • Updated Patent Office List in Bulk Upload API.
  • Updated Country List in RESTful API Document.

04/18/2024 (v2.0.6) iEdison release 2.0.6 includes new features and enhancements to the application, including the following:

Bug Fixes:

  • When the user changes the Title election Status to "Does Not Elect Title", the system will display a message to confirm that associated patent(s) will be marked as Abandoned.
  • The bulk upload email that is sent to users now contains the summary of all the files that were successfully uploaded and the files that failed to upload.
  • Fixed formatting issues in the reminder email for registration that is sent to users.  The date format is now MM-DD-YYYY.
  • Users can save an organization to the "Organization Code for Other Organizations to View Invention and Related Patents" field.  However, users cannot enter/select the same organization twice.
  • Notifications 235 and 245 are now archived properly after they have been acknowledged so the notifications will no longer appear on the weekly report.
  • Fixed issues with bulk uploading foreign filing.
    • Patent Offices can be used as a country.
    • The value for Foreign Filing status is no longer case-sensitive.
    • The acceptable date format is MM/DD/YYYY.
    • The system can accept multiple foreign filings at once. However, it's designed to remove any existing Foreign Filing whenever a user updates the list. Therefore, if a user wants to update the existing Foreign Filing list, they are required to provide the fill Foreign Filing list, including the existing filling.
  • The “Combine Records” checkbox in the custom report screen was moved and renamed to “Use Combine Record Fields” and operating as designed.
  • The authentication email and profile email addresses for an account are correctly updated when the user makes changes to their profile email address.
  • Removed duplicate Licensee Name(s) when sending multiple Create requests using the API to create utilization records.
  • When an invention or patent is voided, all notifications are archived/cleared.
  • Notification 5720s no longer persist if an agency has approved the patent transfer request.  These notifications are now being archived correctly.
  • Removed random characters from the Fields Available selection list when creating a custom report template.
  • Users will no longer receive a Notification 240 if there is a Confirmatory License submitted.
  • Users can upload files to Other Documents without any errors.
  • Users can remove an organization and keywords that contain an apostrophe.
  • The Institution Admin can update the existing saved organization profile with a new organization contact.

Enhancements:

  • The system now displays warnings to the agency user reviewing a patent transfer request that the patent may be under different funding agency.
  • Updated the user interface when searching for an invention on the Submit Utilization page:
    •    Added Invention Status column.
    •    Change column header from P. Agency to Primary Agency
    •    Added hover-over text if a utilization report cannot be created based on the invention status.
  • Sorted the list of notifications on the Organization Profile in ascending order, so it is easier to find and view the message types.

API:

  • ID Fields are included for all applicable data items in Invention API responses.
  • The iEdison API swagger.json file was updated to remove the 204-status code reference.
  • Updated the API documentation to include a more detailed explanation of the field mapping for "isInventionUnderFundingAgreement.”

03/07/2024 (v2.0.5) iEdison release 2.0.5 includes new features and enhancements to the application, including the following:

Bug Fixes:

  • The "No Records Found" text was corrected so it no longer appears when documents and records are found.
  • Users are now able to remove invention keywords from invention records.
  • Phone number validation is no longer performed on the Organization Contact Info section.
  • The utilization search is no longer returning incorrect exclusiveLicensees and nonExclusiveLicensees counts.
  • If the user enters more than 20 characters in the UEI input field, the system will now display an error message on the Organization Registration page.
  • The user will no longer receive 5720 alerts when there is no patent transfer requested.
  • New Agency or Organization names are now appearing on the Manage Organization Users page.
  • The contact info entered is now saved to the agency profile.
  • 311 alert was corrected so that the user will no longer receive alert 311 after the utilization report is submitted.
  • The search by Grant Number on Search Patent page was fixed so it searches correctly.
  • The Alert 223 notification is cleared correctly, and the user can upload the Government Support Clause.
  • The error message was fixed when there are multiple patent application dates in patent report.  If the first provisional application date is within 12 months from the first publication date.
  • Alerts 235 and 245 now appear in the Message Number dropdown list when there are 235 and 245 alerts.
  • Inactive user will no longer receive the Weekly Report.
  • The email domain list was updated to include ".energy".
  • The system now allows the transfer/assignment of patent/invention with active notifications.  If the agency approves the transfer or assignment request, the system shall assign all active notifications to the new institution.
  • The system will allow users to filter Invention Reports based on the Election Status when creating the Utilization Report.
  • The Grant Number Format Example sort feature was fixed so it sorts properly.
  • The Date Range in API Search was corrected so it searches the date range specified.
  • Corrected error so that users are now able to save Draft inventions.
  • The system was updated so barred inventions display correctly.  Barred inventions do not allow any changes.  The user tried to make changes but could not save the changes because they did not know the invention was barred.
  • The Request for More Information link in email was fixed so it directs the user to the correct location.
  • The system will now default the utilization reporting year to the year selected.
  • Fixed save invention errors appearing in the production log, causing the initial patent due date not to save correctly.

Enhancements:

  • A new report was created for frequently used data fields.
  • The system will automatically trim leading and trailing spaces in search fields.
  • Users can now save an ad hoc generated report as a new report template.
  • Unique invention report titles will no longer include voided report titles.
  • A "Requested by" field was added to the request decision information.
  • Organization users/admins will no longer be allowed to remove funding agreements once the invention has been submitted. This must be done by an agency user/admin.
  • The system will not allow invention disposition to be updated from "barred" to "transferred/assigned".
  • The system will allow the user to export the agency user list to Excel.
  • Tooltips were added for entering budget and reporting codes.
  • The 10,000 records per one custom report output limit was removed.
  • Non primary agency of child invention reports is now able to access patent records.

01/25/2024 (v2.0.4) iEdison release 2.0.4 includes new features and enhancements to the application, including the following:

Bug Fixes:

  • The Contact Person information fields now auto populated with the Administrator's information when completing the registration form and selecting “Contact person same as the administrator” checkbox.

  • Fixed timeout errors that were occurring when generating custom reports.

  • Changed the word "De-activate" to "Inactive" in the System Account Profile page. 

  • Fixed the Zip Code field so that it auto populates if the "Address is the same as the Organization" checkbox is selected.

  • Fixed the validation message for "Grantee/Contractor Org Name" field so that is does not disappear after the Organization Unique Entity ID is entered.

  • The Organization Registration page was fixed so that the State/Province and Zip Code fields for non-US countries are no longer displaying red-lines indicating that the fields are required. 

  • Fixed Alerts 622 and 722 so they no longer display on the transferer’s dashboard if the invention report was transferred to another organization.

  • Allow users to add and inventor to a preexisting draft invention that does not have any inventors entered.

  • Allow users assigned the Agency User (AU) role to change the Domestic Manufacture Waiver value.

  • Fixed a bug where Notification 722s were not being cleared after a transfer is accepted.

  • Fixed a bug where the user was receiving an incorrect error message when updating a patent record. 

  • The system updates the Research Tools Guidelines Agreements Accepted Date to current day's date for Research Tools Guidelines Agreements Accepted Date field when a user updates the First Publication Date if Research Tools Guidelines Agreements Accepted Date field was blank.

  • Fixed a bug where an institution was able to transfer or assign an invention or patent to itself.

  • The system no longer limits the maximum number of licensees in Utilization Reports.

  • Fixed a bug where the USPTO record was not being updated the with the new inventor names when changing the Non-Provisional Application Number field. 

  • Removed “\n” that was appearing in the body text of emails sent regarding invention discussions.

Enhancements:

  • Corrected Non-Provisional Patent Extensions so that they are auto approved after 60 days if not rejected as required in the regulations.

  • Updated custom report columns and removed obsolete legacy columns.

  • An  email notification (opt-in) is sent when an invention is unbarred by the Agency Administrator.

  • Removed DOE supplemental questions if “Not Licensed or Commercialized” is selected as Latest Stage of Development.

  • Updated the informational text under Grant Number label on Search Invention/Patent/Utilization page.

  • Updated documentation to indicate agency users can change the Amount of Time Approved in requests. Updated documentation in User Guide to reflect this change.

  • iEdison now allows users to generate and be notified of custom report completion via email.

  • Improved the Custom Report user interface so that it is easier to use and updated the user documentation on how to use the updated custom report feature.

  • Updated the output for the Compliance Report.

  • iEdison now allows Agency Users and Agency Admins to tag agency users in requests.

  • Updated the documentation to reflect changes to patent transfers.

  • iEdison now allows patents to be transferred independently from Invention Report.

  • When a user changes the Type of Patent Application, the system shall display a warning message that changing the type of application will delete some patent information.  The user will have to confirm before proceeding with the change in type.

  • Reviewed the bar process to ensure the correct business rules are implemented and followed when barring an invention.

  • iEdison will automatically generate a name for ad hoc custom reports so that users can easily identify and access the report. 

  • The custom report metadata will not be deleted when the custom report is removed from the custom report user interface.

  • Limited the number of restarts of failed reports to 5.

  • Added details about report retention under the Recently Generated Reports heading in custom reports.

 

Previous iEdison Updates (2023)

Previous iEdison Updates (2022)

 

 

 

Created August 16, 2021, Updated December 2, 2024