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{{Project|Has project output=Data|Has sponsor=McNair ProjectsCenter
|Has title=Patent Data Restructure
|Has owner=Marcela Interiano, Sonia Zhang,
|Has start date=201701
|Has deadline=201705
||Has keywords=Patent,Data|Has project status=ActiveSubsume|Does subsume=Patent Data (Wiki Page), Patent Data Cleanup - June 2016, Patent Data Extraction Scripts (Tool), USPTO Bulk Data Processing,
}}
In order to restructure the current patent dataset, the data requires rigorous cleaning. The primary areas for improvement are:
==Data Cleanup Progress==
 
The tables that currently comprise the assignment data are as follows.
 
Table "public.ptoassignment"
Column | Type | Modifiers
-------------------------+------------------------+-----------
reelno | integer |
frameno | integer |
last_update_date | date |
purge_indicator | character varying(2) |
recorded_date | date |
correspondent_name | character varying(500) |
correspondent_address_1 | character varying(500) |
correspondent_address_2 | character varying(500) |
correspondent_address_3 | character varying(500) |
correspondent_address_4 | character varying(500) |
conveyance_text | character varying(500) |
 
Table "public.ptoassignee"
Column | Type | Modifiers
-----------+------------------------+-----------
reelno | integer |
frameno | integer |
name | character varying(500) |
addrline1 | character varying(500) |
addrline2 | character varying(500) |
city | character varying(500) |
state | character varying(500) |
country | character varying(500) |
postcode | character varying(80) |
 
Table "public.ptoassignor"
Column | Type | Modifiers
----------------+------------------------+-----------
reel_no | integer |
frame_no | integer |
assignor_name | character varying(500) |
execution_date | date |
 
Table "public.ptoproperty"
Column | Type | Modifiers
-----------------+------------------------+-----------
reelno | integer |
frameno | integer |
documentid | character varying(20) |
country | character varying(500) |
kind | character varying(3) |
filingdate | date |
invention_title | character varying(500) |
 
Table "public.ptopatentfile"
Column | Type | Modifiers
------------------------+-----------------------+-----------
reel_no | integer |
frame_no | integer |
action_key_code | character varying(10) |
uspto_transaction_date | date |
uspto_date_produced | date |
version | numeric |
 
This section explains the series of steps that were taken to clean and to take note of problems in the data. Additionally, this section includes the codes for new tables that combine patent properties from different tables in the original assignment data.
 
===Table Cleanup===
 
The five original assignment tables contain duplicates that were deleted. Five new tables were made and used as templates for building new tables.
 
Ptoassignmentnd Table:
 
SELECT COUNT(*) FROM ptoassignment;
--8676322
 
DROP ptoassignmentnd;
CREATE TABLE ptoassignmentnd AS
SELECT reelno, frameno, max(last_update_date) as last_update_date, purge_indicator, recorded_date, correspondent_name,
correspondent_address_1, correspondent_address_2, correspondent_address_3, correspondent_address_4, conveyance_text
FROM ptoassignment GROUP BY reelno, frameno, purge_indicator, recorded_date, correspondent_name, correspondent_address_1,
correspondent_address_2, correspondent_address_3, correspondent_address_4, conveyance_text;
--6988575
 
Ptoassigneend Table:
 
SELECT COUNT(*) FROM ptoassignee;
--8983280
 
DROP ptoassigneend;
CREATE TABLE ptoassigneend AS
SELECT DISTINCT reelno, frameno, name, addrline1, addrline2, city, state, country, postcode FROM ptoassignee;
--7234001
 
Ptoassignornd Table:
 
SELECT COUNT(*) FROM ptoassignor;
--20062463
 
DROP ptoassignornd;
CREATE TABLE ptoassinornd AS
SELECT DISTINCT reel_no, frame_no, assignor_name, execution_date FROM ptoassignor;
--16126903
 
Ptoproperty_cleaned Table:
 
SELECT COUNT(*) FROM ptoproperty;
--65214396
 
DROP TABLE ptoproperty_cleaned;
CREATE TABLE ptoproperty_cleaned AS
SELECT DISTINCT reelno, frameno, documentid, country, kind, filingdate, invention_title
FROM ptoproperty;
--8696149
 
Ptopatentfilend Table:
 
SELECT COUNT(*) FROM ptopatentfile;
--8676317
 
DROP ptopatentfilend;
CREATE TABLE ptopatentfilend AS
SELECT DISTINCT reel_no, frame_no, action_key_code, uspto_transaction_date, uspto_date_produced, version FROM ptopatentfile;
--7159725
===Patent Number Cleanup===
The goal is to only have assignment records on utility patents. The patents in ptoproperty include alphanumerics , which represent reissue and design patents as well as mistakes in the data input. Additionally, the documentids include application numbers or ids and publication numbers. The ptoproperty table stores the patent ids as character strings.
First the duplicates were dropped from the ptoproperty table creating ptoproperty_cleaned.
--1128247
Finally, all letters were removed from the data, resulting in the final version of ptoproperty_cleaned.  The ptoproperty_cleaned table contains application numbers, publication numbers, and patent numbers. The patents may also have two distinct publication numbers based on the year in which it was published. Based on length of documentid, the three types of id numbers were separated into three separate tables.  DROP TABLE ptoproperty_patent; CREATE TABLE ptoproperty_patent AS SELECT * FROM ptoproperty_cleaned WHERE length(documentid) =7; --8696149 ALTER TABLE ptoproperty_patent RENAME COLUMN documentid TO patentno;  DROP TABLE ptoproperty_app; CREATE TABLE ptoproperty_app AS SELECT * FROM ptopropertynd WHERE length(documentid) = 8; --11577028 ALTER TABLE ptoproperty_app RENAME COLUMN documentid TO appno;  DROP TABLE ptoproperty_pub; CREATE TABLE ptoproperty_pub AS SELECT * FROM ptopropertynd WHERE length(documentid) = 11; --6217864 ALTER TABLE ptoproperty_pub RENAME COLUMN documentid TO pubno; All three tables contain the following information and differ only on the type of patent id.   Table "public.ptoproperty_patent" Column | Type | Modifiers -----------------+------------------------+----------- reelno | integer | frameno | integer | documentid | character varying(20) | country | character varying(500) | kind | character varying(3) | filingdate | date | invention_title | character varying(500) | ===Ptotracking Tables=== The purpose of the ptotracking tables is to track the ownership of patents based on the update date and filing dates of the assignment. These tables can be used to add missing information or track further refined tables such as ptoproperty_patent.  Ptotracking takes the reelno, frameno, and documentid key from the ptoproperty_cleaned table and joins the update dates and recorded dates corresponding to the transactions.   DROP TABLE ptotracking; CREATE TABLE ptotracking AS SELECT M1.reelno, M1.frameno, M1.documentid, M2.last_update_date, M2.recorded_date FROM ptoproperty_cleaned M1, ptoassignmentnd M2 WHERE (M1.reelno = M2.reelno) AND (M1.frameno = M2.frameno); --8699074 In making the ptotracking table, it is important to note that the classification of documentids as B1 and B2 causes duplicates in the entries. B1 and B2 classifications mean that the patent was granted with and without a published application.  Ptotracking2 adds the assignee to the transaction, allowing the user to track ownership of the entity and of the patent.   DROP TABLE ptotracking2; CREATE TABLE ptotracking2 AS SELECT M1.reelno, M1.frameno, M1.documentid, M2.name, M1.last_update_date, M1.recorded_date FROM ptotracking M1, ptoassigneend M2 WHERE (M1.reelno = M2.reelno) AND (M1.frameno = M2.frameno); --9613927 The document ids in the PTO assignment data had not yet been verified as matching to the main patent table in our database (psql patent). The document ids in the PTO assignment data are stored as character strings whereas the patents in the patent table are stored as integers. Unlike the ptoprpoperty_cleaned table, all patent numbers in the patent table are unique.  The following two tables were made in order to verify that the documentids in the ptoproperty_cleaned table match to the patent table.   DROP TABLE edcheck; CREATE TABLE edcheck AS SELECT CAST (documentid AS INT) FROM ptotracking2;   SELECT COUNT(DISTINCT documentid) FROM edcheck; --2343765  DROP TABLE edcheck2; CREATE TABLE edcheck2 AS SELECT M1.documentid, M2.patent FROM edcheck M1, patent M2 WHERE (M1.documentid = M2.patent); --2238305  DROP TABLE edcheck; CREATE TABLE edcheck AS SELECT DISTINCT documentid FROM ptotracking2; --2343765  DROP TABLE edcheck2; CREATE TABLE edcheck2 AS SELECT CAST(documentid AS INT)FROM edcheck; --2343765  DROP TABLE edcheck3; CREATE TABLE edcheck3 AS SELECT M1.documentid, M2.patent FROM edcheck2 M1, patent M2 WHERE M1.documentid = M2.patent; --2238305 Based on the iterations of these tables, we could conclude that our original patent data forms the majority of the patents undergoing reassignments or transactions. ===US ONLY Patent Assignee Table=== Note: Table made for Julia by [[Marcela Interiano]] Table made in the patent database using the USPTO assignment data.  The first step was to include the last_update_date in with the data from the ptoproperty table. The ptoproperty table contains only the filing date, which is not useful as we are looking for the current patent holders. The table ptoproperty_patent was used for the patent numbers as this table was cleaned to include only patent numbers, no application or publication numbers.   DROP TABLE ptoproperty_patent_update; CREATE TABLE ptoproperty_patent_update AS SELECT M1.reelno, M1.frameno, M1.patentno, M2.last_update_date FROM ptoproperty_patent M1, ptotracking2 M2 WHERE (M1.reelno = M2.reelno) AND (M1.frameno = M2.frameno) AND (M1.patentno = M2.documentid);  Next, the minimum update date was taken, dropping any repetitions or later dates for the same patent assignee.   DROP TABLE ptoproperty_patent_minupdate; CREATE TABLE ptoproperty_patent_minupdate AS SELECT reelno, frameno, patentno, min(last_update_date) FROM ptoproperty_patent_update GROUP BY reelno, frameno, patentno, last_update_date;  The US only assignee table was used to construct the final table.   DROP TABLE ptoassignee_us_patent; CREATE TABLE ptoassignee_us_patent AS SELECT M1.reelno, M1.frameno, M2.name, M1.patentno, M1.last_update_date FROM ptoproperty_patent_minupdate M1, ptoassigneend_us_cleaned M2 WHERE (M1.reelno = M2.reelno) AND (M1.frameno = M2.frameno); The table below was made to join through using Sonia's zip codes for the ptoassignee data to get patent numbers from reelno and frameno.   DROP TABLE ptoassignee_us_distinct; CREATE TABLE ptoassignee_us_distinct AS SELECT DISTINCT reelno, frameno, patentno FROM ptoassignee_us_patent GROUP BY reelno, frameno, patentno; --5391413 The total number of distinct patent numbers in the ptoassignee data for only US assignees is 2345763.   SELECT COUNT(*) FROM (SELECT DISTINCT patentno FROM ptoassignee_us_patent) AS P; --2345763 ===Current Assignee using Recorded Date=== Each assignment has three dates: filingdate, recorded_date, last_update_date. The filingdate corresponds to the filing of the assignment with the USPTO. The recorded_date is the date the transaction was recorded. The last_update_date is the date the USPTO verifies that the assignment still holds. In the ptoassignee_us_patent table, the last_update_date is used to find the current assignee.  Prior to Sonia's work with the ptoassignee table address data, the table ptoassignee_current was made using the most recent recorded_date. This method though is flawed given that additional transactions could have current previously that are still in effect as patents can have multiple assignees. These codes can be used for constructing similar tables using the address data Sonia has cleaned in the following sections of this project.  To begin with, the ptoproperty_patent table was cleaned to drop all duplicates. Then the table was matched with the assignee table.   DROP TABLE ptoassigneev1; CREATE TABLE ptoassigneev1 AS SELECT M1.reelno, M1.frameno, M1.documentid, M1.country, M1.filingdate, M2.last_update_date, M2.recorded_date FROM ptoproperty_patent2 M1, ptoassignmentnd M2 WHERE (M1.reelno = M2.reelno) AND (M1.frameno = M2.frameno);   DROP TABLE ptoassigneev2; CREATE TABLE ptoassigneev2 AS SELECT M1.reelno, M1.frameno, M1.documentid, M2.name, M1.country, M1.last_update_date, M1.recorded_date, M2.addrline1, M2.addrline2, M2.city, M2.state, M2.postcode FROM ptoassigneev1 M1, ptoassigneend M2 WHERE (M1.reelno = M2.reelno) AND (M1.frameno = M2.frameno); --9634942 Once all the location and address fields from the ptoassignee table have been added to the ptoproperty_patent fields, the max recorded_date was identified from the ptoassignee_patent table and from ptoassigneev2 for comparison.   DROP TABLE datecheck; CREATE TABLE datecheck AS SELECT documentid, max(recorded_date) as recorded_date FROM ptoassignee_patent GROUP BY documentid; --2343765  DROP TABLE datecheck; CREATE TABLE datecheck AS SELECT documentid, max(recorded_date) as recorded_date FROM ptoassigneev2 GROUP BY documentid; --4374885  DROP TABLE ptoassignee_patent; CREATE TABLE ptoassignee_patent AS SELECT M1.reelno, M1.frameno, M1.documentid, M1.name, M1.last_update_date, M1.recorded_date, M2.addrline1, M2.addrline2, M2.city, M2.state, M2.country, M2.postcode FROM ptotracking2 M1, ptoassigneend M2 WHERE (M1.reelno = M2.reelno) AND (M1.frameno = M2.frameno); --16581236  DROP TABLE ptoassignee_current; CREATE TABLE ptoassignee_current AS SELECT M1.reelno, M1.frameno, M2.documentid, M2.recorded_date FROM ptoassignee_patent M1, datecheck M2 WHERE (M1.documentid = M2.documentid) AND (M1.recorded_date = M2.recorded_date); --6729698 A final version of the ptoassignee_current table was made using ptoassigneev2 given the larger pool of documentids included in the table by matching using documentid and recorded dates from datecheck.   DROP TABLE ptoassignee_current; CREATE TABLE ptoassignee_current AS SELECT M1.reelno, M1.frameno, M2.documentid, M1.name, M1.last_update_date, M2.recorded_date, M1.addrline1, M1.addrline2, M1.country, M1.city, M1.state, M1.postcode FROM ptoassigneev2 M1, datecheck M2 WHERE (M1.documentid = M2.documentid) AND (M1.recorded_date = M2.recorded_date); --4994869 These codes should be used to recreate this table using Sonia's updated address information. ===Matching Application and Publication Numbers===The ptoproperty_cleaned documentids to verify the kind of different patents as specified in the ptoproperty tables.  First the table ptopropertynd was made, including only the distinct documentids in ptoproperty_cleaned.   DROP ptopropertynd; CREATE TABLE ptopropertynd AS SELECT DISTINCT * FROM ptoproperty; --27266638 By creating this table, I also address the duplications caused by the kind XO. ===Final Table (name TBD)===  CREATE TABLE patpub AS (SELECT ptoproperty_patent.reelno, ptoproperty_patent.frameno, ptoproperty_patent.invention_title, ptoproperty_patent.patentno, ptoproperty_pub.pubno FROM ptoproperty_patent LEFT JOIN ptoproperty_pub ON (ptoproperty_patent.reelno = ptoproperty_pub.reelno) AND (ptoproperty_patent.frameno = ptoproperty_pub.frameno) AND (ptoproperty_patent.invention_title = ptoproperty_pub.invention_title) UNION SELECT ptoproperty_pub.reelno, ptoproperty_pub.frameno, ptoproperty_pub.invention_title, ptoproperty_patent.patentno, ptoproperty_pub.pubno FROM ptoproperty_patent RIGHT JOIN ptoproperty_pub ON (ptoproperty_patent.reelno = ptoproperty_pub.reelno) AND (ptoproperty_patent.frameno = ptoproperty_pub.frameno) AND (ptoproperty_patent.invention_title = ptoproperty_pub.invention_title));  CREATE TABLE patapp AS (SELECT ptoproperty_patent.reelno, ptoproperty_patent.frameno, ptoproperty_patent.invention_title, ptoproperty_patent.patentno, ptoproperty_app.appno FROM ptoproperty_patent LEFT JOIN ptoproperty_app ON (ptoproperty_patent.reelno = ptoproperty_app.reelno) AND (ptoproperty_patent.frameno = ptoproperty_app.frameno) AND (ptoproperty_patent.invention_title = ptoproperty_app.invention_title) UNION SELECT ptoproperty_app.reelno, ptoproperty_app.frameno, ptoproperty_app.invention_title, ptoproperty_patent.patentno, ptoproperty_app.appno FROM ptoproperty_patent RIGHT JOIN ptoproperty_app ON (ptoproperty_patent.reelno = ptoproperty_app.reelno) AND (ptoproperty_patent.frameno = ptoproperty_app.frameno) AND (ptoproperty_patent.invention_title = ptoproperty_app.invention_title)); ==Restructure Address Information(First Stage)=== Note: This section was worked on by [[Sonia Zhang]]
The dbase is '''patent'''.
SQL code and other things are in:
E:/McNair/Projects/PatentAddress/RestructureAddressInfo(First Stage).sql
IO files are on the dbase server in:
Z:/PatentAddress
====Extract Address Information=Introduction===
=====1. Introduction=====Currently done:*Five features (addrline1, addrline2, city, countrystate, postcode) in the table contain address information.*Features addrline1, addrline2 and city are not cleaned. They can have suite, street, city, country state and postcode information. , or any combination of these *The first object of this project is to extract postcode, state and city information from the three features above(Section 2.2.2).*Then, we summarize the postcode, state and city information in the original table and those extracted from addresses to generate only one postcode, state and city for each recordsrecord (Section 2.2.3).*By For now, we only focus on cleaning American patents.
=====2. Postcode(U.S.)==Extract Address Information===
So far these instructions apply to:*Records identified as US (by zip code or country feature) ~3.5m records*Those that well-formatted zip code (5-4) in addrline1, addrline2, and city (not postcode, etc) ~5,000 records To get the record identified as US, we make the table:*'''ptoassigneend_allus''' This table contains all the U.S. post patents extracted from ptoassigneend table. The rule to generate this table is 'country = 'UNITED STATES' ' if any of the features contains U.S. postcode. Noise exists because of postcode errors.  The ptoassigneend_allus table may miss some U.S. patents which lose postcode records. SQL code follows : CREATE TABLE ptoassigneend_allus AS SELECT * FROM ptoassigneend WHERE city ~* '.*\d{5}[-]\d{4}.*' OR addrline1 ~* '.*\d{5}[-]\d{4}.*' OR addrline2 ~* '.*\d{5}[-]\d{4}.*' OR postcode ~* '.*\d{5}[-]\d{4}.*' OR country ~* 'UNITED STATES'; SELECT 3572682  Table "public.ptoassigneend_allus" Column | Type | Modifiers ----------| -----------------------|----------- reelno | integer | frameno | integer | name | character varying(500) | addrline1 | character varying(500) | addrline2 | character varying(500) | city | character varying(500) | state | character varying(500) | country | character varying(500) | postcode | character varying(80) | ====Postcode==== U.S. postcode should follow the pattern [five digits - four digits]. In this way, U.S. patents can be extracted by searching for post code postcode with regular expression . Note: It is too risky to extract just 5 digit postcodes as these might street numbers, or other countries postcodes.
'(^|\s)\d{5}-\d{4}($|\s)'
For example,
city | postcode_citypostcode_extracted --------------------------------------|-------------------
NEW YORK, NY 10022-3201 | 10022-3201
BEAVERTON, OREGON 97005-6453 | 97005-6453
OXFORD CT 06483-1011 | 06483-1011
The extracted post code records are stored postcode is in table ptoassigneend_missus_finalptoassigneend_us_extracted.
SQL code is in:
E:/McNair/Projects/PatentAddress/FunctionsRestructureAddressInfo(First Stage).sql ====State====
=====3The following patterns can be used to extract state information. State (U.S.)=====
Some patterns can Note: a,b,c are to be used to extract state informationrun on city, addrline1, and addrline2. We use city as an example below.
'''a. '[,] State Postcode''''
The state and post code postcode are always together, separated by a space. We can extract state information with regular expression
'([,]|[.])\s\w{2,}\s{0,}\w{0,}\s{1,}\d{5}[-]\d{4}'
Examples:
city | state_city
--------------------------------------|-----------
NEW YORK, NY 10022-3201 | NY
BEAVERTON, OREGON 97005-6453 | OREGON
THEN 'D.C.'
'''d. 'A CORP.* OF [State]''''
This pattern is not reliable. When 'addrline1 ' looks this way, 'addrline2 ' always provide more detailed address information than addrline2'addrline1'. Besides, a great part of state info extracted from 'A CORP.* OF [State]' doesn't match the state extracted from detailed 'addrline2'. In this way, we discard this pattern.
Examples:
addrline1 | addrline2
-----------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------
A CORP. OF NEW YORK | ONE LINCOLN FIRST SQUARE, ROCHESTER, NEW YORK, NY 14601-0054
A CORPORATION OF NY | 550 MADISON AVENUE, NEW YORK, NY 10022-3201
* Summary
The extracted state records are stored in the table ptoassigneend_missus_finalptoassigneend_us_extracted.
SQL code is in:
E:/McNair/Projects/PatentAddress/FunctionsRestructureAddressInfo(First Stage).sql =====4. City (U.S.)=====
Some patterns can be used to extract city information. ====City====
Three lists of samples extracted from addrline1, addrline2 and city are The following patterns can be used to summarize the patternsextract city information. They are in Z:/PatentAddress/
'''a. '\s{2,} CityName [,] State Postcode''''
THEN LTRIM(RTRIM(REPLACE(SUBSTRING(SUBSTRING(addrline1, '\s{2,}\w{1,}\s{0,}\w{0,}\s{0,}[,]\s{0,}\w{1,}\s{0,}\w{0,}\s{0,}\d{5} [-]\d{4}'),'.*[,]'),',','')))
Examples(in any of addrline1, addrline2, and city): source |extracted ------------------------------------------------------------------------------------------------|---------------------
800 CHRYSLER DR. EAST AUBURN HILLS, MICHIGAN 48326-2757 |AUBURN HILLS
550 MADISON AVENUE NEW YORK, NEW YORK 10022-3201 |NEW YORK
Example:
source |extracted
---------------------------------------------------------------------------|---------------------
920 DISC DRIVE, SCOTTS VALLEY, CA 95067-0360 |SCOTTS VALLEY
550 MADISON AVENUE, NEW YORK, NY 10022-3201 |NEW YORK
Examples:
BATON, ROUGE, LA 70809-4562 ('BATON ROUGH' is separated by a comma) ST. PAUL, MIN 55133-3427 ('ST. PAUL' contains a dot)
QUINCY STREETARLINGTON, VA 22217-5660 (no space between street and city name :(
''This pattern can't be identified because of the noise:''
MASSACHUSETTS 02780-7319 ('State '+'Postcode')
*'''no space between street and city name :( '''
SQL code is in:
E:/McNair/Projects/PatentAddress/Functions.sql =====5. Output RestructureAddressInfo(TablesFirst Stage)===== *'''ptoassigneend_allus''' This table contains all the U.S. patents extracted from ptoassigneend table. The rule to generate this table is 'country = 'UNITED STATES' ' or any of the features contains U.S. postcode. Noise exists because of postcode errors.  The ptoassigneend_allus table may miss some U.S. patents which lose postcode records. SQL code: CREATE TABLE ptoassigneend_allus AS SELECT * FROM ptoassigneend WHERE city ~* '.*\d{5}[-]\d{4}.*' OR addrline1 ~* '.*\d{5}[-]\d{4}.*' OR addrline2 ~* '.*\d{5}[-]\d{4}.*' OR postcode ~* '.*\d{5}[-]\d{4}.*' OR country ~* 'UNITED STATES'; SELECT 3572682sql
Table "public.ptoassigneend_allus" Column | Type | Modifiers reelno | integer | frameno | integer | name | character varying====Output (500Tables) | addrline1 | character varying(500) | addrline2 | character varying(500) | city | character varying(500) | state | character varying(500) | country | character varying(500) | postcode | character varying(80) |====
*'''ptoassigneend_us_extracted'''
Contain all the original features as well as city, state and postcode info extracted from features addrline1, addrline2 and city. See Section 2, 3, 4 .2.1 for extraction processdetails.
Table "public.ptoassigneend_us_extracted"
Column | Type | Modifiers
---------------|------------------------|-----------
reelno | integer |
frameno | integer |
city_city | text |
*postcode_city is the postcode extracted from 'city'; *postcode_addr1 is the postcode extracted from 'addrline1'; *postcode_addr2 is the postcode extracted from 'addrline2'*state_city is the state name extracted from 'city'*state_addr1 is the state name extracted from 'addrline1'*state_addr2 is the state name extracted from 'addrline2'*city_city is the city name extracted from 'city'*city_addr1 is the city name extracted from 'addrline1'*city_addr2 is the city name extracted from 'addrline2' SQL code is in: E:/McNair/Projects/PatentAddress/RestructureAddressInfo(First Stage). sql
state_city is the state name extracted from 'city'; state_addr1 is the state name extracted from 'addrline1'; state_addr2 is the state name extracted from 'addrline2'.===Clean Address Info (Master Table)===
city_city is the city name extracted from 'city'; city_addr1 is the city name extracted from 'addrline1'; city_addr2 is the city name extracted from 'addrline2'.====Introduction====
SQL code is As mentioned in: E:/McNair/Projects/PatentAddress/FunctionsSection 2.2.2, city, state and postcode info are extracted from 'addrline1', 'addrline2' and 'city'. Original table also contains 'postcode', 'city' and 'state'. In this way, we have four candidates for city, state and postcode.sql
====Master Table====Info extracted from addresses and that in the original table are not necessarily consistent.
Obj:'''The object of this section is to pick out the best postcode, city and state for each record, and create a Master Table with original features and cleaned postcode, city, and state.'''
Create a Master Table with original features and cleaned postcode, city, and state.====Postcode====
=====Postcode=====Reminder: 'postcode_city ' is the postcodes extracted from 'city'; 'postcode_addr1 ' is the postcodes extracted from 'addrline1'; 'postcode_addr2 ' is the postcodes extracted from 'addrline2'.
The 'postcode_city', 'postcode_addr1 ' and 'postcode_addr2 ' are all consistent. !
Examples:
postcode_addr1 | postcode_addr2
---------------|---------------
90401-1708 | 90401-1708
37831-8243 | 37831-8243
The issue is the inconsistency between 'postcode ' and ('postcode_city', 'postcode_addr1 ' and 'postcode_addr2').
* Inconsistency between 'postcode ' and 'postcode_addr1'
Case 1: 'postcode_addr1 ' beats 'postcode ' because 'addrline1 ' is detailed. For example:  addrline1 | postcode_addr1 | postcode_newpostcode -----------------------------------------------------------------------------------------------------------------------------------------------------------|----------------|-----------
P.O. BOX 6 / 83707-0006 | 83707-0006 | 83716
BLDG. C01, M.S. A126 P.O. BOX 80028 LOS ANGELES, CA 90080-0028 | 90080-0028 | 90045
P.O. BOX 6 / 83707-0006 | 83707-0006 | 83716
* Inconsistency between 'postcode ' and 'postcode_addr2'
Case 2: 'postcode_addr2 ' beats 'postcode ' because 'addrline2 ' is detailed.
Example:
  addrline2 | postcode_addr2 | postcode_newpostcode ------------------------------------------------------------------------------------------------------|----------------|----------
P.O. BOX 6 / 83707-0006 | 83707-0006 | 83716-9632
P.O. BOX 5800 - MS0161, ALBUQUERQUE, NEW MEXICO 87185-0161 | 87185-0161 | 87123-0161
P.O. BOX 674412, HOUSTON, TX 77267-4412 | 77267-4412 | 77002
Besides, I randomly picked some records and googled address and postcode. These records The results support 'postcode_addr2'.
Examples:
Providence, RI 02903
* Inconsistency between 'postcode ' and 'postcode_city'
Case 3: 'postcode_city ' beats 'postcode'.
city | state | postcode_city | postcode
----------------------|----------|---------------|----------
HAUPPAUGE, 11788-8847 | NEW YORK | 11788-8847 | 78759
SQL code is in:
E:/McNair/Projects/PatentAddress/FunctionsRestructureAddressInfo(First Stage).sql
For records of which 'addrline1', 'addrline2 ' and 'city ' don't contain postcode info, just clean the feature 'postcode ' as the 'postcode_cleaned'
All the cleaned postcodes for U.S. patents are stored in ptoassigneend_us_cleaned (see feature postcode_cleaned).
=====State===== Reminder: 'state_city ' is the states extracted from 'city'; 'state_addr1 ' is the states extracted from 'addrline1'; 'state_addr2 ' is the states extracted from 'addrline2'.
The 'state_city', 'state_addr1 ' and 'state_addr2 ' are consistent.
Examples:
state_addr2 | state_city
------------|-----------
ILLINOIS | ILLINOIS
IL | IL
CA | CA
One reason for the inconsistency between 'state ' and ('state_city', 'state_addr1 ' and 'state_addr2') is the co-existence of abbreviation and full form. So they are the same actually. Otherwise, 'state_city', 'state_addr1 ' and 'state_addr2 ' beat feature 'state ' because they are detailed.
For records of which 'addrline1', 'addrline2 ' and 'city ' don't contain state info, just take feature 'state ' as the 'state_cleaned'.
* Output
SQL code is in:
E:/McNair/Projects/PatentAddress/FunctionsRestructureAddressInfo(First Stage).sql
All the cleaned states for U.S. patents are stored in ptoassigneend_us_cleaned (see feature state_cleaned).
=Note: We might want to convert state names to standard codes. ====City=====Reminder: 'city_city ' is the cities city info extracted from 'city'; 'city_addr1 ' is the cities city info extracted from 'addrline1'; 'city_addr2 ' is the cities city info extracted from 'addrline2'.
The 'city_city', 'city_addr1 ' and 'city_addr2 ' are consistent.
Examples:
city_addr2 | city_city -------------|--------------
BOISE | BOISE
THOMASVILLE | THOMASVILLE
CARROLLTON | CARROLLTON
'city_city', 'city_addr1 ' and 'city_addr2 ' beat feature 'city ' because they are detailed.
For records of which 'addrline1', 'addrline2 ' and 'city ' don't contain city info, just keep feature 'city ' as the 'city_cleaned'.
* Output
SQL code is in:
E:/McNair/Projects/PatentAddress/FunctionsRestructureAddressInfo(First Stage).sql All the cleaned cities for U.S. patents are stored in ptoassigneend_us_cleaned. (see feature city_cleaned) ====Output (Table)==== *ptoassigneend_us_cleaned  Table "public.ptoassigneend_us_cleaned" Column | Type | Modifiers --------------------|------------------------|----------- reelno | integer | frameno | integer | name | character varying(500) | addrline1 | character varying(500) | addrline2 | character varying(500) | city | character varying(500) | state | character varying(500) | country | character varying(500) | postcode | character varying(80) | postcode_addr1 | text | postcode_addr2 | text | postcode_city | text | state_addr1 | text | state_addr2 | text | state_city | text | city_addr1 | text | city_addr2 | text | city_city | text | postcode_cleaned | text | postcode_f5_cleaned | text | state_cleaned | text | city_cleaned | text |
All the Feature postcode_cleaned, postcode_f5_cleaned (first five digits), state_cleaned and city_cleaned are cleaned cities for U.S. patents are stored in ptoassigneend_us_citycleanedpostcode, state and city info. (# 3572605)
====Functions to Simplify SQL Code====
===== Extraction =====
* Extract Postcode
SQL function:
adr is the feature from which you want to extract postcode.
* Extract State
SQL function:
adr is the feature from which you want to extract state.
* Extract City
SQL function:
All the SQL is in:
E:/McNair/Projects/PatentAddress/FunctionsRestructureAddressInfo(First Stage).sql
===== Cleaning =====
* Clean Postcode
$city is the feature city.
====Issues==== *'''Write functions to simplify SQL code.'''*'''Condense Address Information''' The address information extracted from addrline1, addrline2 and city is not consistent. For example, the postcode extracted from addrline1 may be different from that extracted from city.  Examples: | postcode | postcode_addr1 | postcode_addr2 | postcode_city | 77042 | 77251-1407 | | | 83716-9632 | | 83707-0006 | | 90045 | 90080-0028 | | (postcode_city is the postcode extracted from 'city'; postcode_addr1 is the postcode extracted from 'addrline1'; postcode_addr2 is the postcode extracted from 'addrline2'.)
*'''Inconsistency between 'addrline' and 'country' '''
*''' Both state name and its abbreviation exist.'''
 
==Restructure Address Information (Second Stage)==
 
Note: This section was worked on by [[Sonia Zhang]]
 
The dbase is '''patent'''.
 
The table is '''ptoassigneend'''.
 
SQL code and other things are in:
E:/McNair/Projects/PatentAddress/RestructureAddressInfo(Second Stage).sql
 
IO files are on the dbase server in:
Z:/PatentAddress
 
===To do===
 
In no particular order:
*Remove city, state, zip, country from addrline1 & addrline2 to get clean addrlines.
*Maybe concatenate addrline1 and addrline to make addrline
*Identify clean data (e.g. City that is a city, zip that is a zip, state that is a state)
**By pattern, length, match to list
*Try some more patterns, perhaps with a slightly higher false positive rate, on the remaining uncleaned data
**Iterate!
 
=== Identify Clean Data ===
 
==== Output: ptoassigneend_us_identify0 ====
 
As mentioned in Section 3, the ptoassigneend_us_extracted is clean. Copy all the records in ptoassigneend_us_extracted to ptoassigneend_us_identify0.
 
Store remaining records in ptoassigneend_us_temp.
 
==== Output: ptoassigneend_us_identify1 ====
 
The following section works on ptoassigneend_us_temp.
 
Filter out records with city that is a city, zip that is a zip, state that is a state.
 
Note: The consistency between city and state or city and postcode is not checked in this section.
 
* ptoassigneend_us_citylist
 
Copy clean city records in ptoassigneend_us_extracted to ptoassigneend_us_citylist (775).
 
Since the city list is not long, I briefly cleaned the list by hand, and updated the ptoassigneend_us_citylist (730).
 
* zip that is a zip
 
Match the pattern 5d-4d or 5 digits.
 
*state that is a state
 
Select distinct state records with
 
SELECT DISTINCT state FROM ptoassigneend_us_temp;
 
The output shows that all the records not null or not spaces are valid state names.
 
*city that is a city
 
One method to identify clean city is to find city records that match ptoassigneend_us_citylist.
 
SQL Code:
SELECT city
FROM ptoassigneend_us_temp
WHERE city IN (
SELECT citylist
FROM ptoassigneend_us_citylist);
-- SELECT 2603422
 
* The table ptoassigneend_us_identify1 stores records that meet all the requirements above: zip with 5-4 or 5 digits, state not null and not spaces, and city in ptoasigneend_us_citylist.
 
SQL Code:
CREATE TABLE ptoassigneend_us_identify1 AS
SELECT *
FROM ptoassigneend_us_temp
WHERE city IN (
SELECT citylist
FROM ptoassigneend_us_citylist) AND
state IS NOT NULL AND state != '' AND
postcode ~* '\d{5}';
SELECT 2511356
 
Store remaining records in ptoassigneend_us_temp2.
 
==== Output: ptoassigneend_us_identify2 ====
 
Part of 'city' contains comma at the end. Remove comma, and then match 'city' with ptoassigneend_us_citylist.
 
SELECT *, replace(city, ',', '') clean_city
FROM ptoassigneend_us_temp2;
# SELECT 1055874
 
The output is ptoassigneend_us_identify2.
 
SQL code:
CREATE TABLE ptoassigneend_us_identify2 AS
SELECT *
FROM ptoassigneend_us_temp3
WHERE clean_city IN (
SELECT citylist
FROM ptoassigneend_us_citylist) AND
state IS NOT NULL AND state != '' AND
postcode ~* '\d{5}';
# SELECT 14508
 
Store remaining data (excluding data in ptoassigneend_us_identify0, ptoassigneend_us_identify1 & ptoassigneend_us_identify2) in ptoassigneend_us_temp3.
 
=== Clean Address: more patterns ===
 
Table: ptoassigneend_us_temp3
 
SQL code is in E:\McNair\Projects\PatentAddress\RestructureAddressInfo(Second Stage).sql
 
====Clean Postcode====
Identifying five-digit postcode is risky because of the existence of P.O. BOX #, SUITE #, etc.
 
One option is to identify state and postcode together with the following SQL function:
 
CREATE OR REPLACE FUNCTION ExtractPostcode2(adr text) RETURNS text AS $$
SELECT CASE WHEN (adr ~* '([,]|[.])\s\w{2,}\s{0,}\w{0,}\s{1,}\d{5}' OR
adr ~* '(^|\s)\w{2}\s{1}\d{5}') AND
NOT (adr ~* 'BO' OR adr ~* 'P[.]O') AND
NOT (adr ~* 'SUITE\s\d{5}')
THEN SUBSTRING(adr, '\d{5}')
ELSE NULL END AS result;
$$ LANGUAGE SQL;
 
Examples:
addrline1 | substring
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+-----------
1650 WEST BIG BEAVER ROAD TROY, MI 48084 | 48084
1114 AVE NY NY 10036 | 10036
GLENDALE, CA 91204 | 91204
14714 F. PERTHSHIRE 77079 | 14714
314 N. JACKSON STREET, JACKSON 49201 | 49201
LAGUNA HILLS, CA 92653 | 92653
1 ARAB, ALABAMA 35016 | 35016
1205 SIXTH ST. SOUTHEAST 33907 | 33907
767 FIFTH AVE., NEW YORK, NY 10153 | 10153
 
Noise still exists.
 
After extracting postcode, the following function is used to get clean postcode.
 
The priority is 'postcode' if it is '\d{5}', postcode_addr1, postcode_addr2, postcode_city
 
CREATE OR REPLACE FUNCTION PostcodeClean2 (text,text,text,text) RETURNS text AS $$
$pri1=$_[0];
$pri2=$_[1];
$pri3=$_[2];
$postcode=$_[3];
if ($postcode) {return $postcode;}
if ($pri1) {return $pri1;}
if ($pri2) {return $pri2;}
if ($pri3) {return $pri3;}
return undef;
$$ LANGUAGE plperl;
 
The details and SQL function are in E:\McNair\Projects\PatentAddress\RestructureAddressInfo(Second Stage).sql
 
The output is table ptoassigneend_us_postex which include a new feature 'postcode_extracted'.
 
====Clean 'city'====
 
'city' is cleaned using following patterns.
 
*Pattern 1: 'city' ~ 'city name, state ID'
 
*Pattern 2: 'city' ~ 'city name, state postcode (5 digits)'
 
*Pattern 3: 'city' ~ 'city name,'
 
The SQL function is:
CREATE OR REPLACE FUNCTION ExtractCity2(adr text) RETURNS text AS $$
SELECT
CASE WHEN adr ~* '[,]\s{1,}\w{2}(\s{1,}|$|[.]|[,])' OR
adr ~* '[,]\s{1}\w{1}[.]\w{1}[.]'
THEN REPLACE(SUBSTRING(adr, '.*[,]'),',','')
WHEN adr ~* '[,].*\d{5}$'
THEN REPLACE(SUBSTRING(adr, '.*[,]'),',','')
WHEN adr ~* '.*[,]$'
THEN REPLACE(adr, ',', '')
ELSE adr END AS result;
$$ LANGUAGE SQL;
 
The details and SQL function are in E:\McNair\Projects\PatentAddress\RestructureAddressInfo(Second Stage).sql
 
The output is table ptoassigneend_us_postex2 which include a new feature 'city_extracted' and 'postcode_extracted'.
 
CREATE TABLE ptoassigneend_us_postex2 AS
SELECT *, ExtractCity2(city) city_extracted
FROM ptoassigneend_us_postex;
 
===Identify Clean Data (Round Two)===
A new list of clean city is extracted in Section 4.3.2. This list, combined with 'ptoassigneend_us_citylist', creates a new city list 'ptoassigneend_us_citylist2' which can be used to identify clean data.
 
Since the city list is not long, I briefly cleaned it by hand, and stored it in ptoassigneend_us_citylist2.
 
* Actually, we can find a full list of U.S. cities online: https://www.uscitieslist.org/.
 
====Output: ptoassigneend_us_identify3====
 
Similar to Section 4.2, identify clean data that meets all the requirements: postcode_extracted with 5-4 or 5 digits, state not null and not spaces, and city_extracted in ptoasigneend_us_citylist2.
 
SQL Code:
CREATE TABLE ptoassigneend_us_identify3 AS
SELECT *
FROM ptoassigneend_us_postex2
WHERE city_extracted IN (
SELECT citylist
FROM ptoassigneend_us_citylist2) AND
state IS NOT NULL AND state != '' AND
postcode_extracted ~* '\d{5}';
 
SELECT 664524
 
* Output table: ptoassigneend_us_identify3
 
Table "public.ptoassigneend_us_identify3"
Column | Type | Modifiers
-------------------|------------------------|-----------
reelno | integer |
frameno | integer |
name | character varying(500) |
addrline1 | character varying(500) |
addrline2 | character varying(500) |
city | character varying(500) |
state | character varying(500) |
country | character varying(500) |
postcode | character varying(80) |
postcode_extracted | text |
city_extracted | text |
 
Remaining records are in table ptoassigneend_us_temp4.
 
====Output: ptoassigneend_us_identify4====
 
Some of the city records contain dots. Remove dots, and match 'city' with ptoassigneend_us_citylist2.
SQL Code:
CREATE TABLE ptoassigneend_us_identify4 AS
SELECT *
FROM ptoassigneend_us_temp5
WHERE city_extracted2 IN (
SELECT citylist
FROM ptoassigneend_us_citylist2) AND
state IS NOT NULL AND state != '' AND
postcode_extracted ~* '\d{5}';
SELECT 38
 
The remaining records are stored in ptoassigneend_us_temp5.
 
===Summary===
 
Table Name | Records #
----------------------------------------------------|-------------
ptoassigneend_allus | 3572605
----------------------------------------------------|-------------
ptoassigneend_us_identify0 | 5343
ptoassigneend_us_temp | 3567261
ptoassigneend_us_identify1 | 2511356
ptoassigneend_us_temp2 | 1055874
ptoassigneend_us_identify2 | 14508
ptoassigneend_us_temp3 | 1041366
ptoassigneend_us_identify3 | 664524
ptoassigneend_us_temp4 | 376835
ptoassigneend_us_identify4 | 38
ptoassigneend_us_temp5 | 376797
----------------------------------------------------|-------------
ptoassigneend_us_identify_subtotal | 3195769
----------------------------------------------------|-------------
ptoassigneend_us_candid1 (city and state are clean) | 136958
ptoassigneend_us_candid2 (postcode is clean) | 184123
 
====Output: ptoassigneend_us_identify_subtotal====
 
Union ptoassigneend_us_identify(0-4) to generate ptoassigneend_us_identify_subtotal with clean city, state and postcode. This table contains 89.5% of all the records in ptoassigneend_allus. 10.5% left in ptoassigneend_us_temp5.
 
Table "public.ptoassigneend_us_identify_subtotal"
Column | Type | Modifiers
-----------------|------------------------|-----------
reelno | integer |
frameno | integer |
name | character varying(500) |
addrline1 | character varying(500) |
addrline2 | character varying(500) |
city_cleaned | text |
state_cleaned | text |
country | character varying(500) |
postcode_cleaned | text |
 
====Output: ptoassigneend_us_candid1====
 
One problem of records in ptoassigneend_us_temp5 is that the postcode is missing.
 
ptoassigneend_us_candid1 is a subset of ptoassigneend_us_temp5. It contains clean city and state info, but postcode is missing.
 
SQL code:
CREATE TABLE ptoassigneend_us_candid1 AS
SELECT *
FROM ptoassigneend_us_temp5
WHERE city_extracted2 IN (
SELECT citylist
FROM ptoassigneend_us_citylist2) AND
state IS NOT NULL AND state != '';
SELECT 136958
 
Remaining records are in table ptoassigneend_us_temp6 (SELECT 239837).
 
====Output: ptoassigneend_us_candid2====
ptoassigneend_us_candid2 is also a subset of ptoassigneend_us_temp5. It contains clean postcode info, but city and state are not identified.
 
I randomly checked the city_extracted in ptoassigneend_us_candid2, and it is quite clean. Some city records are misspelt, such as 'Oklahama City'. We may identify clean city based on the length of records.
 
Note: About 60 records are missing. For example, the # of records in ptoassigneend_us_temp + # of records in ptoassigneend_us_identify0 != # ptoassigneend_allus.
 
====To do====
* Remove city, state, zip, country from addrline1 & addrline2 to get clean addrlines.
* Maybe concatenate addrline1 and addrline to make addrline

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