EN:Automatic Searches - Revision history

C.nothen: /* Procedure */

2024-05-08T10:07:33Z

Procedure

← Older revision		Revision as of 10:07, 8 May 2024
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	The result is saved as an exclusion list.<br/>		The result is saved as an exclusion list.<br/>
	From this point on, this exclusion list will be subtracted and expanded each time the search is automatically run.<br/>		From this point on, this exclusion list will be subtracted and expanded each time the search is automatically run.<br/>
			The start date is therefore only used for the creation or re-creation of the exclusion list triggered manually by the user.<br/>

	This approach results in a decisive advantage over an approach with a restriction by date (search from/to).		This approach results in a decisive advantage over an approach with a restriction by date (search from/to).

C.nothen: /* subsequent changes */

2021-04-30T11:54:06Z

subsequent changes

← Older revision		Revision as of 11:54, 30 April 2021
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	==subsequent changes==		==subsequent changes==

	If a search profile of an automatic search is changed ~~subsequently~~ the following ~~should be noted~~:<br/>		If a search profile of an automatic search is subsequently changed, the following applies:<br/>
	If the ~~result~~ list is not ~~newly created~~, all new ~~results are~~ found and added to the folder. <br/>		If the exclusion list is not recreated, then all new hits will be found and added to the folder. <br/>
	~~This way~~ all "old" ~~results matching~~ the new search criteria ~~will be found~~.<br/>		Thus all "old" hits are also found, which correspond to the new search criteria.<br/>
	If ~~you~~ only ~~want to find~~ the ~~results~~ which ~~should be added~~ "from now on", the ~~result~~ list must be ~~created newly~~. <br/>		If only the hits are desired which "from now on" new to be added, then the exclusion list must be recreated. <br/>
	After ~~changing and saving~~ the search (search criteria) ~~(1)~~ the ~~box~~ "~~Activate~~" ~~(2) needs to~~ be ~~unchecked once. <br/>~~		After the search (search criteria) has been changed and saved, the button "Recreate exclusion list" must be pressed for this.<br/>
	~~Then save the automatic search. (3). <br/>~~
	~~Now activate the automatic search (4) and finally save it (5). <br/>~~

	~~[[File:AutoSearchChange.jpg\|800px]]~~

	~~This way the programme recognizes a change in the automatic search and newly creates the result list. <br/>~~
	~~Additionally, a new result list is created if the strat date is changed or another search is selected~~. <br/>

	[[Category:Windows client\|A]]		[[Category:Windows client\|A]]

C.nothen: /* Procedure */

2021-04-30T11:53:09Z

Procedure

← Older revision		Revision as of 11:53, 30 April 2021
Line 48:		Line 48:
	== Procedure ==		== Procedure ==

	The automatic search automatically creates ~~a respective result~~ list in the background.<br/>		The automatic search automatically creates an associated exclusion list in the background.<br/>
	This ~~result~~ list ~~is not visible to the user and~~ is subtracted from the result of the automatic search ~~any time it~~ is ~~carried out~~.<br/>		This exclusion list is subtracted from the result of the search each time the automatic search is run.<br/>
	~~Subsequently~~, the new ~~results~~ are added to the ~~result~~ list.<br/>		Afterwards, the new hits of the search are added back to the exclusion list.<br/>
	~~This way~~ only ~~“new” results~~ are found ~~when~~ the search is ~~executed~~.<br/>		Thus, only new hits are found each time the automatic search is run.<br/>
			The new hits are also assigned to the selected folder.<br/>

	~~When creating~~ an automatic search, the ~~respective result~~ list is created.<br/>		After an automatic search has been created, the associated exclusion list is created once.<br/>
	~~The previously created~~ search (~~Option~~: "Search") is linked with the set start date (~~Option~~: "Start date").<br/>		Thereby the stored search (option: "Search") is linked with the set start date (option: "Start date").<br/>
	~~All~~ patents which were published ~~„before“~~ the start date ~~are searched~~.<br/>		It is searched for all patents, which were published '''before''' the start date.<br/>
	The result is saved as ~~a result~~ list.<br/>		The result is saved as an exclusion list.<br/>
	From this point, this ~~result~~ list is subtracted and ~~extended whenever~~ the ~~automatic~~ search is ~~executed~~.<br/>		From this point on, this exclusion list will be subtracted and expanded each time the search is automatically run.<br/>

	This ~~procedure has~~ a ~~significant~~ advantage ~~compared to~~ a ~~limitation~~ by date (search from/to).		This approach results in a decisive advantage over an approach with a restriction by date (search from/to).

	~~It is~~ often the ~~case that patent data is changed retrospectively~~.<br/>		Patent data often undergoes changes after the fact.<br/>
	For example, IPC classes are changed (reclassification) or full texts are available ~~with~~ delay (e.g. translations ~~from~~ Asian ~~texts~~).		For example, IPC classes are changed (reclassification) or full texts are only available after a delay (e.g. translations for Asian scripts).
	The ~~retrospectively~~ changed ~~patents~~ can be found ~~using~~ the ~~method~~ of the ~~result~~ list.		The patents changed afterwards can be found with the procedure of the exclusion list.

	'''Example'''		'''Example'''

C.nothen: /* Use */

2021-04-30T11:50:51Z

Use

← Older revision		Revision as of 11:50, 30 April 2021
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	[[File:AutoSearchSetup.jpg\|right\|700px]]		[[File:AutoSearchSetup.jpg\|right\|700px]]
			Automatic searches can be created in the menu under "Management" - "Automatic searches".<br />

	~~Automatic~~ searches ~~can be set up~~ in the ~~menu item "Management" - "Automatic searches"~~.<br />		In the left list all automatic searches are displayed and in the right section the details of the selected automatic search are displayed.<br />

	In the ~~left list, all~~ automatic searches ~~are displayed~~. The ~~details of the selected search are displayed in the right list.~~<br />		With the plus icon new automatic searches can be created.<br />
			The following options must then be set:<br />

	A new automatic search can be ~~set up using~~ the ~~Plus~~-~~Icon.<br />~~		*Activate - indicates whether the automatic search is activated (without a check mark, the search will not be executed).
	~~The following options need~~ to ~~be set up:<br />~~		*Name - name of the automatic search
			*Send e-mail report - an e-mail report about the new hits will be sent to the owner
			*Execution interval - in which interval the search will be executed
			**After update - after the weekly update (1 per week)
			**daily - every day (this option is useful only if the search includes search criteria such as ratings)
			*Search - name of the saved search, which is set as automatic search profile
			** the pencil button can be used to select the search profile
			*Folder - folder, which will be filled by the automatic search
			** the pencil button can be used to select the folder

	*Activate – specifies whether the automatic search is activated (if the box is not checked, the search will not be performed)		Exclusion list
	*Name – Name of the automatic search
	*Execution interval – specifies at which interval the search is performed
	**After update – search is performed after the weekly update (1 per week)
	**daily – search is performed every day (this option is only sensible, if the search contains search criteria like evaluations)
	*Type – which area of the folder tree is used
	**Network – Network folders (can be edited by multiple users)
	**Personal – Personal folder (can only be edited by the user)
	*Start date – Publication date (from when should the search take effect)
	*Search – Name of the saved search which should be performed automatically
	*Folder tree – Select the folder in which the results of the automatic search are added to. Multiple folders can be selected.

	~~As soon as~~ all options are entered the automatic search must be saved ~~by clicking~~ the ~~Tick-Icon~~.<br />		*Start date - start date (publication date) for the creation of the exclusion list (see expiration procedure)

			When all options are entered, the automatic search must be saved using the disk button.<br />

			When editing an existing automatic search, the "Recreate exclusion list" option can be used to decide whether or not to recreate the exclusion list.<br />
			If, for example, a deactivated automatic is reactivated.<br />

			The "Recreate exclusion list" button can be used to immediately recreate the exclusion list without having to save the automatic search via the disk button. <br />

			The exclusion list itself can be opened via the button next to the number ("Count").<br />

	== Recognition ==		== Recognition ==

C.nothen: /* Recognition */

2021-04-30T11:48:38Z

Recognition

← Older revision		Revision as of 11:48, 30 April 2021
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	Saved searches which are performed as automatic searches are marked with a Monitor-Icon.<br />		Saved searches which are performed as automatic searches are marked with a Monitor-Icon.<br />

	[[File:AutoSearchIcon.jpg\|~~800px~~]]		[[File:AutoSearchIcon.jpg\|700px]]

	[[Category:Windows client\|A]]		[[Category:Windows client\|A]]

Florian at 18:57, 16 July 2019

2019-07-16T18:57:11Z

← Older revision		Revision as of 18:57, 16 July 2019
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	The automatic search is executed and will now find this patent.		The automatic search is executed and will now find this patent.

			==subsequent changes==

			If a search profile of an automatic search is changed subsequently the following should be noted:<br/>
			If the result list is not newly created, all new results are found and added to the folder. <br/>
			This way all "old" results matching the new search criteria will be found.<br/>
			If you only want to find the results which should be added "from now on", the result list must be created newly. <br/>
			After changing and saving the search (search criteria) (1) the box "Activate" (2) needs to be unchecked once. <br/>
			Then save the automatic search. (3). <br/>
			Now activate the automatic search (4) and finally save it (5). <br/>

			[[File:AutoSearchChange.jpg\|800px]]

			This way the programme recognizes a change in the automatic search and newly creates the result list. <br/>
			Additionally, a new result list is created if the strat date is changed or another search is selected. <br/>

	[[Category:Windows client\|A]]		[[Category:Windows client\|A]]

C.nothen at 09:59, 28 May 2018

2018-05-28T09:59:56Z

← Older revision		Revision as of 09:59, 28 May 2018
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	[[Category:Windows~~-Client~~\|A]]		[[Category:Windows client\|A]]

Florian at 09:34, 29 April 2018

2018-04-29T09:34:51Z

← Older revision		Revision as of 09:34, 29 April 2018
Line 52:		Line 52:
	This procedure has a significant advantage compared to a limitation by date (search from/to).		This procedure has a significant advantage compared to a limitation by date (search from/to).

	It ~~i soften~~ the case that patent data is changed retrospectively.<br/>		It is often the case that patent data is changed retrospectively.<br/>
	For example, IPC classes are changed (reclassification) or full texts are available with delay (e.g. translations from Asian texts).		For example, IPC classes are changed (reclassification) or full texts are available with delay (e.g. translations from Asian texts).
	The ~~restrospectively~~ changed patents can be found using the method of the result list.		The retrospectively changed patents can be found using the method of the result list.

	'''Example'''		'''Example'''

Florian at 09:33, 29 April 2018

2018-04-29T09:33:08Z

← Older revision		Revision as of 09:33, 29 April 2018
Line 36:		Line 36:

	[[Category:Windows client\|A]]		[[Category:Windows client\|A]]

			== Procedure ==

			The automatic search automatically creates a respective result list in the background.<br/>
			This result list is not visible to the user and is subtracted from the result of the automatic search any time it is carried out.<br/>
			Subsequently, the new results are added to the result list.<br/>
			This way only “new” results are found when the search is executed.<br/>

			When creating an automatic search, the respective result list is created.<br/>
			The previously created search (Option: "Search") is linked with the set start date (Option: "Start date").<br/>
			All patents which were published „before“ the start date are searched.<br/>
			The result is saved as a result list.<br/>
			From this point, this result list is subtracted and extended whenever the automatic search is executed.<br/>

			This procedure has a significant advantage compared to a limitation by date (search from/to).

			It i soften the case that patent data is changed retrospectively.<br/>
			For example, IPC classes are changed (reclassification) or full texts are available with delay (e.g. translations from Asian texts).
			The restrospectively changed patents can be found using the method of the result list.

			'''Example'''
			<br/>
			An area of technology should be monitored.<br/>
			A search for an IPC class is created.<br/>
			This search is set up as an automatic search with the „Start date“ 01.01.2010.

			At the time of the creation of the search, a patent XY which was classified wrongly and does not contain the searched IPC class. Additionally, the patent was published prior to 01.01.2010.

			The result list is created in the background and the patent XY will not be found.<br/>
			This way the patent XY is not contained in the result list and thus will not be subtracted from the search.

			After a while, the patent data changes.<br/>
			Patent XY is re-classified and now contains the correct IPC class.<br/>
			The automatic search is executed and will now find this patent.


			[[Category:Windows-Client\|A]]

C.nothen: Created page with "All saved searches can be set up as automatic searches.
Automatic searches are performed regularly and the results are assigned to a specified EN:..."

2018-03-19T10:48:08Z

Created page with "All saved searches can be set up as automatic searches. Automatic searches are performed regularly and the results are assigned to a specified EN:..."

New page

All saved [[EN:Patent Search|searches]] can be set up as automatic searches. 
Automatic searches are performed regularly and the results are assigned to a specified [[EN:Folders|folder]]. 
When the search is performed, only the newly found results are added to the folder and not the previously found results. 
Automatic searches can be used to monitor, for example, technologies or competitors. 

== Use ==

[[File:AutoSearchSetup.jpg|right|700px]]

Automatic searches can be set up in the menu item "Management" - "Automatic searches". 

In the left list, all automatic searches are displayed. The details of the selected search are displayed in the right list. 

A new automatic search can be set up using the Plus-Icon. 
The following options need to be set up: 

*Activate – specifies whether the automatic search is activated (if the box is not checked, the search will not be performed)
*Name – Name of the automatic search
*Execution interval – specifies at which interval the search is performed
**After update – search is performed after the weekly update (1 per week)
**daily – search is performed every day (this option is only sensible, if the search contains search criteria like evaluations)
*Type – which area of the folder tree is used
**Network – Network folders (can be edited by multiple users)
**Personal – Personal folder (can only be edited by the user)
*Start date – Publication date (from when should the search take effect)
*Search – Name of the saved search which should be performed automatically
*Folder tree – Select the folder in which the results of the automatic search are added to. Multiple folders can be selected.

As soon as all options are entered the automatic search must be saved by clicking the Tick-Icon. 

== Recognition ==

Saved searches which are performed as automatic searches are marked with a Monitor-Icon. 

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

[[Category:Windows client|A]]

EN:Automatic Searches - Revision history

C.nothen: /* Procedure */

C.nothen: /* subsequent changes */

C.nothen: /* Procedure */

C.nothen: /* Use */

C.nothen: /* Recognition */

Florian at 18:57, 16 July 2019

C.nothen at 09:59, 28 May 2018

Florian at 09:34, 29 April 2018

Florian at 09:33, 29 April 2018

C.nothen: Created page with "All saved searches can be set up as automatic searches. Automatic searches are performed regularly and the results are assigned to a specified EN:..."

C.nothen: Created page with "All saved searches can be set up as automatic searches.
Automatic searches are performed regularly and the results are assigned to a specified EN:..."