EN:Result List - Revision history

C.nothen: /* Sorting */

2026-02-19T10:37:47Z

Sorting

@@ Line 242: / Line 242: @@
 If a list of results is opened via the dashboard by clicking on the patent status (new/finished/not relevant), then the list is sorted according to citation ranking/"reference ranking". <br/>
 This applies to monitoring tasks, ad hoc tasks, folder monitoring and search projects. <br/>
 == Save/open/manage==

C.nothen at 15:46, 8 May 2024

2024-05-08T15:46:34Z

← Older revision		Revision as of 15:46, 8 May 2024
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	[[File:ExcelExportWholeRes.jpg\|100px]]		[[File:ExcelExportWholeRes.jpg\|100px]]

			== Sorting ==

			[[File:ResultListSortMenuOpen.jpg\|right\|180px]]

			A result list can basically be sorted according to the following criteria: <br/>
			* '''Filed''' - filed date (for base A or D)
			* '''Priority''' - priority date
			* '''First publication''' - first publication date

			For these first 3 criteria, the [[EN:Result_List#Basis_of_the_result_list\|basis of the results list]] is decisive.<br/>
			e.g. First publication <br/>
			D - publication date <br/>
			A - first publication of the application <br/>
			S - first publication of the strict family <br/>
			E - first publication of the extended family <br/>

			* '''Patent number''' - Alphabetical sorting by patent number
			* '''Applicant''' - Alphabetical sorting by applicant name
			* '''Reference Ranking''' - Citation ranking - Patents that are most frequently cited by patents from the same result list are sorted up
			* '''First opposition date''' - this allows patents for which the opposition period expires first to be sorted upwards

			Additional criteria for sorting when a folder is opened:
			* '''Assignment date''' - sorting by assignment date (when was the patent/family assigned to the folder)
			* '''Assignment user''' - Alphabetical sorting by username (who assigned the patent/family to the folder)

			Additional criteria for sorting when a monitoring task has been opened:
			* '''Monitoring Task assignment''' - sorting by date of assignment (when was the patent/family assigned to the monitoring task)


			The '''default''' sorting depends on how a result list was created:
			* Open folder -> no sorting -> random
			* Show search results with at least one full-text search -> [[EN:Text_search#Full_text_ranking\|full text ranking]]
			* Show search results without a full-text search -> citation ranking
			* Search results from number search or number import -> same order as specified in the search

			If a list of results is opened via the dashboard by clicking on the patent status (new/finished/not relevant), then the list is sorted according to citation ranking/"reference ranking". <br/>
			This applies to monitoring tasks, ad hoc tasks, folder monitoring and search projects. <br/>

	== Save/open/manage==		== Save/open/manage==

C.nothen: /* Basis and representative */

2021-07-01T15:20:16Z

Basis and representative

← Older revision		Revision as of 15:20, 1 July 2021
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	Step 2: The preferred document is determined from the grants based on the "Preferred Country" setting. <br/>		Step 2: The preferred document is determined from the grants based on the "Preferred Country" setting. <br/>

			If the steps in the setting '''Grant''' (point 2) should be exactly the other way around, IP7 can enable an extended setting if desired.<br />
			With this setting (Grant preference) you can choose from both options.<br />

			[[File:GrantPreference.jpg\|170px\|]]

			"Legalstatus > Country" corresponds to point 2 <br />
			"Country > Legal Status" corresponds to:

			Step 1: Preferred application is determined from the strict family based on the "Preferred Country" setting.<br/>
			Step 2: The grant is determined from this application preferred. (if no grant exists, the first publication is displayed)<br/>

	The folders or folder assignments are an exception to this logic. <br/>		The folders or folder assignments are an exception to this logic. <br/>

C.nothen: /* Basis of the result list */

2021-04-12T14:01:29Z

Basis of the result list

← Older revision		Revision as of 14:01, 12 April 2021
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	If the basis is changed from D-Document to A-Application, only one document is displayed per application.		If the basis is changed from D-Document to A-Application, only one document is displayed per application.

	With the amount under "D", all 3 documents of the ~~registration~~ are now counted and therefore the number increases. <br />		With the amount under "D", all 3 documents of the application are now counted and therefore the number increases. <br />

	The B document is now also counted. It was not found earlier because due to the restriction to A documents. <br />		The B document is now also counted. It was not found earlier because due to the restriction to A documents. <br />

C.nothen: /* Basis and representative */

2021-04-12T13:37:40Z

Basis and representative

← Older revision		Revision as of 13:37, 12 April 2021
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	Which document from this strict family is displayed as a representative depends on the following two settings: <br/>		Which document from this strict family is displayed as a representative depends on the following two settings: <br/>

	1, '' 'Preferred Document' '' <br/>		1, '''Preferred Document''' <br/>
	This setting is available for every [[EN:Projects\|project]] and every task. <br/>		This setting is available for every [[EN:Projects\|project]] and every task. <br/>
	Here you can select whether first publication or grant should be displayed as a preference. <br/>		Here you can select whether first publication or grant should be displayed as a preference. <br/>
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	The logic for determining the representative is explained below: <br/>		The logic for determining the representative is explained below: <br/>

	1, The "preferred document" setting is set to: '' 'First publication' '' <br/>		1, The "preferred document" setting is set to: '''First publication''' <br/>
	Step 1: The preferred ~~registration~~ is determined from the strict family based on the "Preferred Country" setting. <br/>		Step 1: The preferred application is determined from the strict family based on the "Preferred Country" setting. <br/>
	Step 2: The first publication is determined from this application. <br/>		Step 2: The first publication is determined from this application. <br/>

C.nothen: /* Basis of the result list */

2021-04-12T13:30:14Z

Basis of the result list

← Older revision		Revision as of 13:30, 12 April 2021
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	Hits can be grouped to a larger basis. <br />		Hits can be grouped to a larger basis. <br />
	E.g. from document to strict family - of the documents in the result only one representative per strict family is displayed <br />		E.g. from document to strict family - of the documents in the result only one representative per strict family is displayed <br />


	Or a smaller basis is selected. <br />		Or a smaller basis is selected. <br />
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	'' 'Example number search according to EP 123456 A' '' <br />		'''Example number search according to EP 123456 A''' <br />
	The basis of the number search is always document. <br />		The basis of the number search is always document. <br />
	Therefore all EP-A documents are displayed (2D). <br />		Therefore all EP-A documents are displayed (2D). <br />

C.nothen at 11:41, 12 April 2021

2021-04-12T11:41:58Z

← Older revision		Revision as of 11:41, 12 April 2021
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	The DE B4 document will not be considered because it is already "dead". <br />		The DE B4 document will not be considered because it is already "dead". <br />

	~~== Number search and display of results ==~~

	~~The display of results can be grouped into different [[EN:Data Content\|units]]:<br />~~

	~~'''D'''-Document<br />~~
	~~'''A'''-Application<br />~~
	~~'''S'''-Strict family<br />~~
	~~'''E'''-Extended family<br />~~

	~~'''Example: number search for EP 123456 A'''<br />~~
	~~All EP-A Documents are displayed (2D).<br />~~

	~~[[File:NumberResult-1.jpg\|800px]]~~

	~~If the unit is changed from D-Document to A-Application, all 3 documents of the application are counted, thus increasing number of hits (3D).<br />~~
	~~Now the B-Document which was not found previously is also displayed, as the search was limited to the A-Document.<br />~~

	~~[[File:NumberResult-2.jpg\|800px]]~~

	~~After changing to S-strict family additional applicants and documents are displayed.<br />~~

	~~[[File:NumberResult-3.jpg\|800px]]~~

	~~When changing back to D-Documents, only the 2 documents found in the number search will be displayed.<br />~~

	== Status of a patent ==		== Status of a patent ==

Florian: /* Basis and representative */

2021-04-01T07:55:35Z

Basis and representative

← Older revision		Revision as of 07:55, 1 April 2021
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	[[File:ProjectSetting.jpg\|600px]]		[[File:ProjectSetting.jpg\|600px]]

	2, '''[[DE:~~Einstellungen~~#~~Bevorzugte_L.C3.A4nder~~\|~~Bevorzugtes Land~~]]''' <br/>		2, '''[[EN:Settings#Preferred_countries\|Preferred country]]''' <br/>
	This setting is available for every user. <br/>		This setting is available for every user. <br/>
	Here an order - priority for the countries is set. <br/>		Here an order - priority for the countries is set. <br/>

Florian: /* Basis and representative */

2021-04-01T07:53:27Z

Basis and representative

← Older revision		Revision as of 07:53, 1 April 2021
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	1, '' 'Preferred Document' '' <br/>		1, '' 'Preferred Document' '' <br/>
	This setting is available for every [[DE:~~Projekte~~\|~~Projekt~~]] and every task. <br/>		This setting is available for every [[EN:Projects\|project]] and every task. <br/>
	Here you can select whether first publication or grant should be displayed as a preference. <br/>		Here you can select whether first publication or grant should be displayed as a preference. <br/>

Florian: /* Basis and representative */

2021-04-01T07:52:43Z

Basis and representative

← Older revision		Revision as of 07:52, 1 April 2021
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	The folders or folder assignments are an exception to this logic. <br/>		The folders or folder assignments are an exception to this logic. <br/>
	The folders have their own [[DE:~~Ordner~~#~~Repr.C3.A4sentant~~\|~~Repräsentant~~]].<br/>		The folders have their own [[EN:Folders#Representative\|representative]].<br/>

	=== Examples ===		=== Examples ===