IP7 Wiki - User contributions [en-gb]

EN:Patent Search

2021-04-01T08:00:33Z

Florian: /* Basis of the search */

2020-07-30T16:07:37Z

Florian: /* Preferred languages */

[[File:SettingsMenu.jpg|650px|right]]

In order to provide the best possible workflow for the daily patent work, the user has the option to adjust the settings of the programme. 
Each user is able to adjust their own individual settings. 
In the menu item „Administration“ the „Settings“ can be adjusted. 

==Settings==

Some of the changes in the settings require restarting the programme. 

===Settings/General===
In the first tab, general settings can be carried out. 
[[File:SettingsSettings.jpg|650px]]

In the first field, the “Application language” can be selected. 
Below you can set the file path for the PDF download ("PDF download directory"). 

This is followed by additional settings, which can be activated/de-activated: 

====Compact result list====
The display of the [[EN:Result_List|result list]] can be simplified using this option. 
[[File:SettingsCompactResLst.jpg|750px]]

====Add search phrases to highlighting====
This option is explained [[EN:Highlighting#Temporary_synonym_groups|here]]. 

====Load representative image with result====
If you experience problems with the loading of images, select this option. 

====Use middle mouse button to select next page====
The middle mouse button can be used to switch to the next page in the result list. 

====Expand families in detail view====
In [[EN:Detail_View|detail view]] the patent family is automatically displayed. 
[[File:SettingsExpandFamDetailVw.jpg|750px]]

====Show highlighting occurrences above text====
The number of terms which are contained in [[EN:Highlighting|highlighting]] groups is displayed above the texts. 
[[File:SettingsHLaboveText.jpg|650px]]

====Keep zoom factor in detail view====
The programme remembers the zoom factor in detail view. 
[[File:SettingsZoomFactor.jpg|400px]]

====Show owner instead of applicant====
Instead of showing the applicant, the patent owner is displayed. 
[[File:SettingsOwner.jpg|1200px]]

====Close inactive tabs without question====
When a currently inactive tab is closed, it will close without a confirmation prompt. 

====Switch tabs for all patents in resultlist====
In the result list, the tabs of all patents are changed. 
[[File:SettingsSwitchTabForAll.jpg|850px]]

====Highlighting occurrences sort order====
Here, you can select, in which manner the highlighting groups are sorted. 
Sorted alphabetically: 
[[File:SettingsHLsortOrderAlpha.jpg|550px]] 
Sorted by amount: 
[[File:SettingsHLsortOrderCnt.jpg|550px]] 

===Display settings===
Here, you can select the display settings for the result list. 
The height of a list icon as well as the text size can be set. 
[[File:SettingsDisplaySettings.jpg|1200px]]

===Preferred languages===
Patents often contain multiple texts in different languages. 
Here, you can select which languages should be preferred when displaying the patent. 
Entries can be moved up or down in order to set a priority. 
Only the selected entries are considered. 
[[File:SettingsPrefLng.jpg|650px]]

If there are no texts in the selected languages for a document, a corresponding text is searched for. 
In doing so, a text that is as "close" as possible is preferably selected. 
The following order is taken into account: 
* application
* strict family
* extended family

If there is no text in the selected languages, in the documents of the application, the texts of the strict family are searched and then those of the extended family. 

===Preferred countries===
A result list can be grouped in different [[EN:Result_List#Number_search_and_display_of_results|units]]. 
For example, it is possible to show one patent per patent family. 
Which family representative is displayed can be managed in the “Preferred countries“ setting. 

Entries can be moved up or down in order to set a priority. 
Only the selected entries are considered. 
[[File:SettingsPrefCntry.jpg|650px]]

===Keyboard shortcuts===
Various features can be accessed via keyboard shortcuts. 
The respective keyboard shortcuts can be defined individually. 
There are, however, keyboard shortcuts which can’t be used. 
These include for example shortcuts used by Windows. 

[[File:SettingsShortcuts.jpg|650px]]

===Result list tabs===
Specific information in the result list can be displayed or hidden. 
Additionally the order can be set accordingly. 

[[File:SettingsResListTabs.jpg|600px]]

===Detail view tabs===
Specific information in detail view can be displayed or hidden. 
Additionally the order can be set accordingly. 

[[File:SettingsDetailViewTabs.jpg|600px]]

EN:Country

2020-07-30T16:03:48Z

Florian:

EN:Evaluation

2020-07-30T15:57:42Z

Florian: /* Read evaluations */

For the evaluation of patents a scale of stars is available. 
Within a [[EN:Projects|search project]] an evaluation criterion "Basic" with up to 4 Stars is available. 
For a [[EN:Network|network]] or [[EN:Monitoring Task|monitoring task]] individual evaluation criteria can be created and used. 
It is also possible to create multiple evaluation criteria which then form an average value. 

== Assign evaluation ==

Patents can be evaluated in the [[EN:Result List|result list]] as well as in [[EN:Detail View|detail view]]. 
Evaluation within a search project in the result list. 
[[File:evaluateResultList.jpg|900px|evaluate within the result list]]

In detail view a new evaluation can be assigned by using the Plus-Icon. 
[[File:evaluateDetailView1.jpg|800px|evaluate within the detail view]]

Subsequently the new evaluation is created similarly to the result list. 
[[File:evaluateDetailView2.jpg|500px|evaluate within the detail view]]

== Read evaluations ==

Evaluations that have already been assigned are displayed in the result list, detailed view and evaluation history. 
Which rating is displayed in the result list and detailed view depends on the currently open project / task. 

The set base of the result list also plays an important role. 
If the result list is, for example, based on "strict family" (S), an evaluation of another family member is visible in the result list. 
In this example the displayed DE document is not evaluated, however the evaluation of the US-A document is displayed. 
(since both documents are in the same strict family)

[[File: evalFromOtherFam.jpg | 800px]]

If evaluations have been assigned for several documents of the same family, the "most relevant" evaluation is displayed. 

The "most relevant" evaluation is determined as follows: 
The latest evaluations from all applications of the patent family are determined. 
From this, the highest evaluation is then taken. 

An example: 
[[File: MostRelevantEvaluation.jpg | 700px]]

The latest evaluation of the application for the EP document is therefore the evaluation of B1. 
The US evaluation is higher than the latest EP evaluation. 
Therefore, the evaluation of the US document is displayed as the "most relevant" evaluation of the family. 

== Evaluation History ==

All evaluations assigned in the past are saved in the evaluation history. 
The specific history can be view in detail view. 

[[File:evalHistory.jpg|800px]]

== Average value when using multiple evaluations ==

Once multiple evaluation criteria are set up in a monitoring task, an average value of the assigned evaluations is automatically created. 

'''Example'''

The 3 following evaluation criteria were created: 

*'''current importance'''
**important for current projects?
**Weighting(value) 100

*'''future importance'''
**important for future projects?
**Weighting(value) 50

*'''possibility of defeat'''
**how difficult will it be to create a workaround solution?
**Weighting(value) 80

Within the monitoring tasks these 3 criteria can be used for the evaluation. 
The average value is displayed left of the patent number and is initially set to 0. 

[[File:evalAverage1.jpg|600px]]

As soon as an evaulation was made using the 3 criteria the average value is calculated and displayed: 

[[File:evalAverage2.jpg|600px|]]

The average value is calculated in the following manner: 

First, the weightings of the criteria are added. 
This results in a maximum weighting of 230 

The relevance for each evaluation is calculated using the following formula: 
(selected stars / maximum stars) * (weighting / maximum weighting) 

*'''current importance''' - (1/4) * (100/230) = 0,1087
*'''future importance''' - (4/4) * (50/230) = 0,2174
*'''possibility of defeat''' - (2/5) * (80/230) = 0,1391

Finally, these values are added and multiplied by 6. 
Thus results: 0,4652 * 6 = '''2,79''' 

[[Category:windows client|E]]

EN:Graphical analyses

2020-07-30T15:50:14Z

Florian: /* Combination of applicants and classes */

[[File:AnalysisMenu.jpg|450px|right]]

With the help of graphical analyses [[EN:Result List|results]] can be evaluated.
This way search results or the contents of [[EN:Folder|folders]] can be analysed quickly and easily.
 
The user interface of the graphical analyses is designed in a similar manner as the user interface of the [[EN:Patent Search|search]].
Create a new graphical analysis by clicking the "New" button.
The individual analyses are added via the menu.
 
The following analyses are available:
 
*Countries
*Countries per year
*Applicant
*Applicant per year
*Legal Status
*Folder Assignment
*Patents per year
*Classification
*Classification per year
 
[[File:AnalysisAppYear.jpg|800px|right]]

On the left side, the respective assistant for the selected analysis is displayed.
The assistant is used to change the settings of the individual analyses:
 
*Title
*Cumulated
*Selection of data (e.g. countries, applicant groups, folders, etc.)
*Different types of diagrams (e.g. pie chart, column chart,etc.)

Options for a time-based analysis:
*period of time
*Date type (e.g. application date, strict priority, etc.)
*Time interval (year, month)

A click in one area of the graphical analysis opens the content in a new result list.
(e.g. click on one column of the column diagram)

 
The graphical analyses can be exported as a PDF file with one click.
The respective data for each individual analysis can be exported to Excel.

== Linking the result ==

The graphical analyses are always linked to a result. 
The colour highlighting of the tabs shows you which result is linked to the analysis.
If the result is changed, e.g. by applying a standard filter, the graphical analysis is updated automatically. 
This way it is also possible to, for example, change folders with one click while seeing the corresponding graphical analysis.

The [[EN:Result List#Nummernsuche_und_Trefferanzeige|unit]] of the linked result list is adopted for the graphical analysis.
If, for example, the result list is based on the strict family, then the analysis is also based on the strict family. If the unit is changed in the result list it is also changed for the analyses.

[[File:AnalysisConnection.jpg|800px]]

== Comparison ==

It is possible to compare results using the graphical analyses. 
You can open multiple graphical analyses for different results simultaneously. 
This way analyses for different results can be compared using the [[EN:User_Interface_Arrangement|window arrangement]]. 

[[File:AnalysisCompare.jpg|800px]]

== Templates ==

A selection of graphical analyses can be saved as a template. 
Templates can be opened again after restarting the programme. 
Additionally the template can be used for any result list with just a few clicks. 

[[File:AnalysisTemplates.jpg|450px]]

The following graphical analyses are available in a template:

=== Countries (per year) ===

[[File:AnalysisCntryYear.jpg|800px]]

Which countries are contained proportionally in a result? 
All countries, depending on the selected unit in the result list, are considered. 
If, for example, "S" (strict family) is selected in the result list, all countries from the strict family are considered. 

=== Applicants (per year) ===

[[File:AnalysisAppYear.jpg|800px]]

Different applicants can be compared. 
For example, different competitors are compared in regards to a technology. 

In the applicant analysis, manual and [[EN:Automatic_Applicant_Grouping | automatic applicant groups]] are available. 
The corresponding [[EN:Applicant_Grouping | manual applicant groups]] must be created beforehand.

All applicants are considered, depending on the selected unit of the results list. If e.g. "S" (strict families) is selected in the results list, all applicants from the strict family will be considered. However, the same applicant in different family members of a strict family is counted only once.

=== Legal status===

[[File:AnalysisLS.jpg|800px]]

Which legal status is proportionately represented in the result?

=== Folder assignment ===

[[File:AnalysisFolder.jpg|800px]]

Evaluate the patent stock in your own network. 
Which folders contain the result? 
How is the result proportionally divided into folders?

=== Classification (per year) ===

[[File:AnalysisClsYear.jpg|800px]]

Which classes (IPC/CPC) are contained in the result? 

And the distribution of classes over a selected time period. 

=== Patents per year ===

[[File:AnalysisDate.jpg|800px]]

Amount of patents over a selected time.

=== Combination of applicants and classes ===

[[File:AppClsCombi.jpg|1100px]]
Different applicants can be compared based on selected IPC / CPC classes. 
The [[EN:Applicant_Grouping|manual]] and [[EN:Automatic_Applicant_Grouping|automatic]] applicant groups are available for the analysis. 

The corresponding manual applicant groups must be created beforehand.

EN:Graphical analyses

2020-07-30T15:49:50Z

Florian:

[[File:AnalysisMenu.jpg|450px|right]]

With the help of graphical analyses [[EN:Result List|results]] can be evaluated.
This way search results or the contents of [[EN:Folder|folders]] can be analysed quickly and easily.
 
The user interface of the graphical analyses is designed in a similar manner as the user interface of the [[EN:Patent Search|search]].
Create a new graphical analysis by clicking the "New" button.
The individual analyses are added via the menu.
 
The following analyses are available:
 
*Countries
*Countries per year
*Applicant
*Applicant per year
*Legal Status
*Folder Assignment
*Patents per year
*Classification
*Classification per year
 
[[File:AnalysisAppYear.jpg|800px|right]]

On the left side, the respective assistant for the selected analysis is displayed.
The assistant is used to change the settings of the individual analyses:
 
*Title
*Cumulated
*Selection of data (e.g. countries, applicant groups, folders, etc.)
*Different types of diagrams (e.g. pie chart, column chart,etc.)

Options for a time-based analysis:
*period of time
*Date type (e.g. application date, strict priority, etc.)
*Time interval (year, month)

A click in one area of the graphical analysis opens the content in a new result list.
(e.g. click on one column of the column diagram)

 
The graphical analyses can be exported as a PDF file with one click.
The respective data for each individual analysis can be exported to Excel.

== Linking the result ==

The graphical analyses are always linked to a result. 
The colour highlighting of the tabs shows you which result is linked to the analysis.
If the result is changed, e.g. by applying a standard filter, the graphical analysis is updated automatically. 
This way it is also possible to, for example, change folders with one click while seeing the corresponding graphical analysis.

The [[EN:Result List#Nummernsuche_und_Trefferanzeige|unit]] of the linked result list is adopted for the graphical analysis.
If, for example, the result list is based on the strict family, then the analysis is also based on the strict family. If the unit is changed in the result list it is also changed for the analyses.

[[File:AnalysisConnection.jpg|800px]]

== Comparison ==

It is possible to compare results using the graphical analyses. 
You can open multiple graphical analyses for different results simultaneously. 
This way analyses for different results can be compared using the [[EN:User_Interface_Arrangement|window arrangement]]. 

[[File:AnalysisCompare.jpg|800px]]

== Templates ==

A selection of graphical analyses can be saved as a template. 
Templates can be opened again after restarting the programme. 
Additionally the template can be used for any result list with just a few clicks. 

[[File:AnalysisTemplates.jpg|450px]]

The following graphical analyses are available in a template:

=== Countries (per year) ===

[[File:AnalysisCntryYear.jpg|800px]]

Which countries are contained proportionally in a result? 
All countries, depending on the selected unit in the result list, are considered. 
If, for example, "S" (strict family) is selected in the result list, all countries from the strict family are considered. 

=== Applicants (per year) ===

[[File:AnalysisAppYear.jpg|800px]]

Different applicants can be compared. 
For example, different competitors are compared in regards to a technology. 

In the applicant analysis, manual and [[EN:Automatic_Applicant_Grouping | automatic applicant groups]] are available. 
The corresponding [[EN:Applicant_Grouping | manual applicant groups]] must be created beforehand.

All applicants are considered, depending on the selected unit of the results list. If e.g. "S" (strict families) is selected in the results list, all applicants from the strict family will be considered. However, the same applicant in different family members of a strict family is counted only once.

=== Legal status===

[[File:AnalysisLS.jpg|800px]]

Which legal status is proportionately represented in the result?

=== Folder assignment ===

[[File:AnalysisFolder.jpg|800px]]

Evaluate the patent stock in your own network. 
Which folders contain the result? 
How is the result proportionally divided into folders?

=== Classification (per year) ===

[[File:AnalysisClsYear.jpg|800px]]

Which classes (IPC/CPC) are contained in the result? 

And the distribution of classes over a selected time period. 

=== Patents per year ===

[[File:AnalysisDate.jpg|800px]]

Amount of patents over a selected time.

=== Combination of applicants and classes ===

[[File:AppClsCombi.jpg|1100px]]
Different applicants can be compared based on selected IPC / CPC classes. 
The [[EN:Applicant_Grouping|manual]] and [[EN:Automatic_Applicant_Grouping|automatic]]applicant groups are available for the analysis. 

The corresponding manual applicant groups must be created beforehand.

EN:Applicant

2020-07-30T15:45:25Z

Florian: /* Owner */

The applicant search is used to search for companies or to limit existing searches to specific companies. 
Additionally, the applicant search can be used to create automatic competition monitoring. 

The applicant search block provides 2 options: list or text 

== List ==

[[File:SearchAppEpo.jpg|800px]]

When selecting list, the search assistant is available for searching applicant names. 
The desired applicant names are selected and added to the search using the "Apply selection" button. 

== Text ==

[[File:SearchAppText.jpg|800px]]

When selecting text, the applicant names can be entered directly into the text field. 
It is possible to use Boolean logic and truncations. 

'''Example'''

<pre>
Airbus AND Helicopters
</pre>

Will find all patents which contain „both“ terms in “one” applicant name.

== Options ==

=== Automatic applicant grouping ===
Search for [[EN:Automatic_Applicant_Grouping|automatically grouped applicant names]].

=== Manual applicant grouping ===
Search for created [[EN:Applicant Grouping|applicant groups]].

=== Owner ===

Search for the patent’s [[EN:Owner|owner]]. 
In case a patent is sold to a new owner, the applicant’s name remains the same. 
Therefore it is possible to search for the patent’s new owner by using the “Owner” feature. 
The information regarding the owner are extracted from the INPADOC database (Legal status data of the European Patent Office). 

=== EPO Standard ===
Search for the standardised name assigned by the EPO. 
[https://www.epo.org/searching-for-patents/helpful-resources/data/tables/regular.html List of standardised names assigned by the EPO] see "List of standardised applicant names".

=== Original ===
Search for „non-standardised“ names, as entered by the applicant in the request for grant.

[[Category:Windows client|A]]

2020-07-30T14:53:09Z

Florian:

= Text Search Block =

Using the Text search block, extensive full text searches can be created. 
2 options are generally available: 
'''Full text search''' or '''Semantic search''' 

By choosing between'''Title, Abstract, Claim, Description''' you can determine, which part of the text is searched. 

Sobald innerhalb einer Suche nach Text gesucht wird, wird das Ergebnis nach einem Volltext-Ranking sortiert. 
Somit sollen möglichst die relevanten Treffer in der Ergebnisliste oben stehen und die uninteressanten Treffer unten angezeigt werden. 
Dabei werden die Suchbegriffe in den Texten gezählt. Außerdem findet eine Gewichtung der Suchbegriffe statt. Ist der Suchbegriff im Titel erfährt dieser eine höhere Gewichtung als wenn der Suchbegriff nur in der Beschreibung auftritt. 

== Semantische Suche ==

Die semantische Suche funktioniert nur mit englischen Texten. 
Je allgemeiner der angegebene Text formuliert ist, desto ungenauer sind die Ergebnisse der semantischen Suche. 

Es empfiehlt sich deshalb z.B. nur den wichtigsten bzw. interessantesten Anspruch in die semantische Suche zu kopieren. (z.B. der erste Anspruch) 

Die semantische Suche empfiehlt sich als Werkzeug um ähnliche Patente zu finden. 
Die Treffermenge einer semantischen Suche kann anschließend z.B. über den [[DE:Filter|Filter]] weiter bearbeitet werden. 

=== Truncation ===

The following truncation options are available: 
* '''*''' - none to any number of characters
* '''%''' - none to 1 character
* '''?''' - exactly 1 character

'''Example'''
<pre>
?otogra?ie

finds (among others):
fotografie

does not find (among others):
photographie
</pre>

<pre>
?%otogra?%ie

finds (among others):
photographie, fotografie, fotographie, photografie
</pre>

=== Boolean Operators ===

The following 3 operators are available for linking search terms: 

'''AND''' 

'''OR''' 

'''NOT''' 

Using the AND, OR operators and brackets, synonyms can be combined.

'''Example'''
<pre>
(fahrrad* or bike) and (batter%% or akku*)
</pre>

If you do not place any operators between two search terms, the terms will be automatically linked with AND. 

'''Example'''
<pre>
fuel cell

corresponds to:
fuel and cell
</pre>

=== Boost ===
The Boost feature enables you to influence the full text ranking in a result list. 
Individual terms can be boosted, influencing the sorting of the result list. 

'''Example'''
<pre>
fuel and cell
</pre>

The term "fuel" has a greater importance to the user than the term "cell" and should be weighted higher. 

<pre>
fuel^2.5 and cell
</pre>

The value of the term "fuel" is multiplied by 2,5.

=== Fuzzy ===
The Fuzzy-search is based on the Damerau-Levenshtein-Distanz Algorithm. It will find terms which are similar to the entered search term.

Optionally, the distance (number of allowed changes) can be specified after the fuzzy operator. A change could be the addition, deletion or replacement of a single character.

If no distance is stated, the distance is automatically selected corresponding to the length of the term:
* Less than 3 characters: Terms must match.
* 3 to (including) 5 characters: One change allowed.
* 6 or more characters: Two changes allowed.

'''Example'''
<pre>
electronic~
(max. 2 changes, term contains more than 6 characters)
finds (among others):
electronic
elektronik

also finds:
electron
</pre>

Enter number of changes manually

<pre>
kraftstoffluss~1
(max. one change)
finds (among others):
kraftstoffluss
kraftstofffluss
</pre>

The Fuzzy operator is not combinable with the truncation and can only be applied to one term. 

=== Phrase ===

If terms are put in quotation marks, terms are searched in this exact sequence. 

'''Example'''
<pre>
"fuel cell"

corresponds to:
span(fuel cell, 0)
</pre>

This way it is also possible to search for keywords like operators. 

'''Example'''
<pre>
"Menschen in Not"
</pre>

The quotation marks can be used to search for numbers: 
'''Example'''
<pre>
"420"
</pre>

You can also search for a “-character as follows:

<pre>
"fuel\""
searches for:
fuel"
</pre>

=== Wildcards ===

If 2 terms are linked with “–“ these terms will be searched in this particular order. 

'''Example'''
<pre>
fuel-cell

searches for:
span (fuel cell, 0)
</pre>

=== Kommentare ===

Es ist möglich in der Textsuche Kommentare hinzuzufügen. 
Kommentare werden bei der Textsuche nicht berücksichtigt und dienen nur als Information für den Benutzer. 

'''Beispiel'''

[[File:TextSearchComment.jpg|700px]]

=== Proximity Operators ===

==== span ====
Terms are searched using the maximum distance between words. 
Here, the order of the words is taken into consideration. 

'''Example'''
<pre>
span (fuel cell, 2)
</pre>

The text must contain the word '''fuel''' followed by the word '''cell'''.Up to 2 other terms can appear between the two words.

==== near ====
Terms are searched using the maximum distance between words. 
Here, the order of the words is not taken into consideration. 

'''Example'''
<pre>
near (fuel cell, 2)
</pre>

The text must contain the words '''fuel''' and '''cell'''.Up to 2 other terms can appear between the two words. 

==== general ====
Within the span and near proximity operators, multiple terms can be combined with "OR" and brackets. 

'''Example'''
<pre>
near ((electric or elektrisch) (generator or Stromerzeuger or stromgenerator), 3)
</pre>

The maximum word distance for near and span refers to all specified terms or synonyms. 

'''Example'''
<pre>
span (rotary wing thrust, 4)
</pre>

In total a maximum of 4 terms may occur between the 3 searched terms. 

Therefore this patent for example will be found: 
[[file:SpanNearMax.jpg|380px]]

If the search is made with a word distance 2, the patent will not be found anymore. 

=== Transfer highlighting synonym groups to the text search ===

All terms of a synonym group ([[EN:Highlighting|Highlighting]]) can be added to a full text search. 
Collected synonyms can be re-used for the search. 
 
When a term is entered in the text field, the ''' keyboard shortcut Ctrl + Space''' will show the synonym groups which contain the term. 
[[File:SearchTextHLgroups.jpg|750px]]

All groups from all highlighting schemes are considered. 

The desired group can then be selected using the arrow keys.
By clicking the Enter or Tab key, the synonyms are automatically transferred to the search. 
[[File:SearchTextHLgroups2.jpg|750px]]

=== Regular expressions "Regexp" ===
It is possible to use regular expressions in the search. 

'''Example'''
<pre>
SPAN (/<20-30>/ zoll (monitor or screen),2)

searches for numbers between 20 to 30
</pre>

=== Basis of the text search ===
[[File:TextSearchBase.jpg|right|400px]]
By using the following options, the basis of the text search can be set. 
'''Document, Application, Strict family or Extended family''' 

Depending on the selected option it can be determined which texts are searched for the terms. 

'''Example'''
<pre>
fuel and cell

selected texts: Title
</pre>

'''Document''' – both terms have to appear in the title of the document 
'''Application''' – one term can appear in the title of the A-document and the other term can appear in the corresponding B-document 
'''Strict Family''' – one term appears in the title of a document from one country, the other term appears in the title of a different country. Both documents belong to the same strict family 
'''Extended Family''' – same as strict family, however, both documents must belong to the same extended family 

The higher the basis of the text search is selected, the higher the number of results will be. 
Document (fewer results) → Extended family (more results) 

=== Basis of the text search and the selected [[EN:Patent Search#Basis_of_the_search|basis of the search]] ===

[[File:TextSearchExample.jpg|right|550px]]

In this search, the term “fuel and cell” is searched in the text on the basis “Document”. 
The terms have to appear in one document. 

Below, the basis “Strict family“ is selected. 

This means that all search blocks are enriched to the strict family. 
This way, for example, “fuel cell” can appear in a US document and in the same strict family a DE document. Then this strict family is found by the search. 

If the setting is changed from “Strict family“ to “Document“, then “fuel cell“ must appear in one DE document. 

[[Category:Windows client|T]]

EN:Text search

2020-07-30T14:52:04Z

Florian:

== Text Search Block ==

Using the Text search block, extensive full text searches can be created. 
2 options are generally available: 
'''Full text search''' or '''Semantic search''' 

By choosing between'''Title, Abstract, Claim, Description''' you can determine, which part of the text is searched. 

Sobald innerhalb einer Suche nach Text gesucht wird, wird das Ergebnis nach einem Volltext-Ranking sortiert. 
Somit sollen möglichst die relevanten Treffer in der Ergebnisliste oben stehen und die uninteressanten Treffer unten angezeigt werden. 
Dabei werden die Suchbegriffe in den Texten gezählt. Außerdem findet eine Gewichtung der Suchbegriffe statt. Ist der Suchbegriff im Titel erfährt dieser eine höhere Gewichtung als wenn der Suchbegriff nur in der Beschreibung auftritt. 

== Semantische Suche ==

Die semantische Suche funktioniert nur mit englischen Texten. 
Je allgemeiner der angegebene Text formuliert ist, desto ungenauer sind die Ergebnisse der semantischen Suche. 

Es empfiehlt sich deshalb z.B. nur den wichtigsten bzw. interessantesten Anspruch in die semantische Suche zu kopieren. (z.B. der erste Anspruch) 

Die semantische Suche empfiehlt sich als Werkzeug um ähnliche Patente zu finden. 
Die Treffermenge einer semantischen Suche kann anschließend z.B. über den [[DE:Filter|Filter]] weiter bearbeitet werden. 

=== Truncation ===

The following truncation options are available: 
* '''*''' - none to any number of characters
* '''%''' - none to 1 character
* '''?''' - exactly 1 character

'''Example'''
<pre>
?otogra?ie

finds (among others):
fotografie

does not find (among others):
photographie
</pre>

<pre>
?%otogra?%ie

finds (among others):
photographie, fotografie, fotographie, photografie
</pre>

=== Boolean Operators ===

The following 3 operators are available for linking search terms: 

'''AND''' 

'''OR''' 

'''NOT''' 

Using the AND, OR operators and brackets, synonyms can be combined.

'''Example'''
<pre>
(fahrrad* or bike) and (batter%% or akku*)
</pre>

If you do not place any operators between two search terms, the terms will be automatically linked with AND. 

'''Example'''
<pre>
fuel cell

corresponds to:
fuel and cell
</pre>

=== Boost ===
The Boost feature enables you to influence the full text ranking in a result list. 
Individual terms can be boosted, influencing the sorting of the result list. 

'''Example'''
<pre>
fuel and cell
</pre>

The term "fuel" has a greater importance to the user than the term "cell" and should be weighted higher. 

<pre>
fuel^2.5 and cell
</pre>

The value of the term "fuel" is multiplied by 2,5.

=== Fuzzy ===
The Fuzzy-search is based on the Damerau-Levenshtein-Distanz Algorithm. It will find terms which are similar to the entered search term.

Optionally, the distance (number of allowed changes) can be specified after the fuzzy operator. A change could be the addition, deletion or replacement of a single character.

If no distance is stated, the distance is automatically selected corresponding to the length of the term:
* Less than 3 characters: Terms must match.
* 3 to (including) 5 characters: One change allowed.
* 6 or more characters: Two changes allowed.

'''Example'''
<pre>
electronic~
(max. 2 changes, term contains more than 6 characters)
finds (among others):
electronic
elektronik

also finds:
electron
</pre>

Enter number of changes manually

<pre>
kraftstoffluss~1
(max. one change)
finds (among others):
kraftstoffluss
kraftstofffluss
</pre>

The Fuzzy operator is not combinable with the truncation and can only be applied to one term. 

=== Phrase ===

If terms are put in quotation marks, terms are searched in this exact sequence. 

'''Example'''
<pre>
"fuel cell"

corresponds to:
span(fuel cell, 0)
</pre>

This way it is also possible to search for keywords like operators. 

'''Example'''
<pre>
"Menschen in Not"
</pre>

The quotation marks can be used to search for numbers: 
'''Example'''
<pre>
"420"
</pre>

You can also search for a “-character as follows:

<pre>
"fuel\""
searches for:
fuel"
</pre>

=== Wildcards ===

If 2 terms are linked with “–“ these terms will be searched in this particular order. 

'''Example'''
<pre>
fuel-cell

searches for:
span (fuel cell, 0)
</pre>

=== Kommentare ===

Es ist möglich in der Textsuche Kommentare hinzuzufügen. 
Kommentare werden bei der Textsuche nicht berücksichtigt und dienen nur als Information für den Benutzer. 

'''Beispiel'''

[[File:TextSearchComment.jpg|700px]]

=== Proximity Operators ===

==== span ====
Terms are searched using the maximum distance between words. 
Here, the order of the words is taken into consideration. 

'''Example'''
<pre>
span (fuel cell, 2)
</pre>

The text must contain the word '''fuel''' followed by the word '''cell'''.Up to 2 other terms can appear between the two words.

==== near ====
Terms are searched using the maximum distance between words. 
Here, the order of the words is not taken into consideration. 

'''Example'''
<pre>
near (fuel cell, 2)
</pre>

The text must contain the words '''fuel''' and '''cell'''.Up to 2 other terms can appear between the two words. 

==== general ====
Within the span and near proximity operators, multiple terms can be combined with "OR" and brackets. 

'''Example'''
<pre>
near ((electric or elektrisch) (generator or Stromerzeuger or stromgenerator), 3)
</pre>

The maximum word distance for near and span refers to all specified terms or synonyms. 

'''Example'''
<pre>
span (rotary wing thrust, 4)
</pre>

In total a maximum of 4 terms may occur between the 3 searched terms. 

Therefore this patent for example will be found: 
[[file:SpanNearMax.jpg|380px]]

If the search is made with a word distance 2, the patent will not be found anymore. 

=== Transfer highlighting synonym groups to the text search ===

All terms of a synonym group ([[EN:Highlighting|Highlighting]]) can be added to a full text search. 
Collected synonyms can be re-used for the search. 
 
When a term is entered in the text field, the ''' keyboard shortcut Ctrl + Space''' will show the synonym groups which contain the term. 
[[File:SearchTextHLgroups.jpg|750px]]

All groups from all highlighting schemes are considered. 

The desired group can then be selected using the arrow keys.
By clicking the Enter or Tab key, the synonyms are automatically transferred to the search. 
[[File:SearchTextHLgroups2.jpg|750px]]

=== Regular expressions "Regexp" ===
It is possible to use regular expressions in the search. 

'''Example'''
<pre>
SPAN (/<20-30>/ zoll (monitor or screen),2)

searches for numbers between 20 to 30
</pre>

=== Basis of the text search ===
[[File:TextSearchBase.jpg|right|400px]]
By using the following options, the basis of the text search can be set. 
'''Document, Application, Strict family or Extended family''' 

Depending on the selected option it can be determined which texts are searched for the terms. 

'''Example'''
<pre>
fuel and cell

selected texts: Title
</pre>

'''Document''' – both terms have to appear in the title of the document 
'''Application''' – one term can appear in the title of the A-document and the other term can appear in the corresponding B-document 
'''Strict Family''' – one term appears in the title of a document from one country, the other term appears in the title of a different country. Both documents belong to the same strict family 
'''Extended Family''' – same as strict family, however, both documents must belong to the same extended family 

The higher the basis of the text search is selected, the higher the number of results will be. 
Document (fewer results) → Extended family (more results) 

=== Basis of the text search and the selected [[EN:Patent Search#Basis_of_the_search|basis of the search]] ===

[[File:TextSearchExample.jpg|right|550px]]

In this search, the term “fuel and cell” is searched in the text on the basis “Document”. 
The terms have to appear in one document. 

Below, the basis “Strict family“ is selected. 

This means that all search blocks are enriched to the strict family. 
This way, for example, “fuel cell” can appear in a US document and in the same strict family a DE document. Then this strict family is found by the search. 

If the setting is changed from “Strict family“ to “Document“, then “fuel cell“ must appear in one DE document. 

[[Category:Windows client|T]]