EN:Patent Search: Difference between revisions

Latest revision as of 10:46, 12 April 2021

With the IP7 search, extensive search options are available.

General

The menu item "Search" is used to create and administrate searches.
The button "New" is used to create a new, empty search.
The search can then be filled with the desired search blocks.
Altogether, 17 search blocks are available:

Search Blocks

By clicking on a search block, e.g. “Text”, the search block is added to the search.

Multiple search blocks in a search can be linked with AND, OR, NOT.

Search blocks can be moved, minimized, emptied, deactivated and deleted.

A “Search Assistant” is available on the left hand side for the currently selected search block.

Depending on the selected search block, the “Search Assistant” is available with the corresponding options:
Search for country codes → Country code list
Search for classification → Classification tree
etc.

Basis of the search

For any search, the desired basis can be selected.

Depending on which basis is selected, the search is carried out via the corresponding unit.
(Document, application, strict or extended family)

For example, if "Document" is selected, all search criteria (search blocks) must be met within a document.
All DE documents with the corresponding classes are found.

For example, if "Strict family" is selected, the search criteria must be met within a strict family.
All strict families are found which contain a DE document and the class you are looking for.
It can therefore happen that the DE document in the family does not contain the class, but e.g. a US document in the same family.

The basis of the result of a search logically corresponds to the basis of the search.
If you search via "Document", the documents found are displayed.
If you search using "Strict family", the strict families found are displayed.
etc.

The basis of the result list can be changed afterwards.
For example, a search can be carried out via "Document" and from these hits (documents), for example, a representative per strict family can be displayed.

Search in result

A created search can be executed within the entire patent database, or it can be combined with an existing result list using IN, OR or NOT.
This way it is possible to narrow large results step by step.

Open/save searches

Previously created searches (search criteria) can be saved and subsequently opened again.
The search can then be performed again or edited. Additionally saved searches can be set up as automatic searches.

When managing the searches you are able to classify or sort the searches via folders.
Folder names and the search titles can also be filtered.

Publish/share searches

Saved searches can be shared with other users:

1 Open search
2 Select desired search
3 Select desired user
4 Select permission in the DropDown field and finalize using Save button

@@ Line 27: / Line 27: @@
 *[[EN:Search (nested searches)|Search (nested searches)]]
 *[[EN:Legal Status|Legal Status]]
-*[[EN:Monitoring Task|Monitoring Task]]
+*[[EN:Projects#Search_for_status|Search project]]
+*[[EN:Monitoring_Task#Search_for_status|Monitoring Task]]
+*[[EN:Advanced search criteria|Advanced search criteria]]
 == Search Blocks ==
@@ Line 39: / Line 41: @@
 [[File:SearchCombine.jpg|800px]]
-Search blocks can be moved, minimized, emptied and deleted.<br />
+Search blocks can be moved, minimized, emptied, deactivated and deleted.<br />
 [[File:SearchBlockInfo.jpg|800px]]
@@ Line 56: / Line 58: @@
 For any search, the desired [[EN:Data Content#Units/Grouping| basis]] can be selected.<br />
-[[File:SearchBase.jpg|900px]]
+Depending on which basis is selected, the search is carried out via the corresponding unit. <br/>
+(Document, application, strict or extended family) <br/>
-'''Document''' – all found documents are displayed <br />
+For example, if "Document" is selected, all search criteria (search blocks) must be met within a document. <br/>
+All DE documents with the corresponding classes are found. <br/>
+[[File: SearchDocument.jpg | 700px]] <br/>
-'''Application''', '''Strict family''' or '''Extended family''' – the result is grouped to the selected unit<br />
+For example, if "Strict family" is selected, the search criteria must be met within a strict family. <br/>
+All strict families are found which contain a DE document and the class you are looking for. <br/>
+It can therefore happen that the DE document in the family does not contain the class, but e.g. a US document in the same family. <br/>
-Example: If a search finds 3 documents, belonging to 2 applications, belonging to 1 “strict” family<br />
+[[File: SearchFamily.jpg | 700px]] <br/>
-if “document” is selected, all 3 found documents are displayed<br />
+The basis of the result of a search logically corresponds to the basis of the search. <br/>
-if “application” is selected, the 2 applications are displayed<br />
+If you search via "Document", the documents found are displayed. <br/>
-if “Strict family” is selected, 1 strict family is displayed<br />
+If you search using "Strict family", the strict families found are displayed. <br/>
+etc. <br/>
-=== multiple search blocks ===
-Depending on the selected basis, the search is performed using the corresponding unit. <br />
+The [[EN:Result_List#Basis_of_the_result_list|basis of the result list]] can be changed afterwards. <br/>
-If, for example, “Document” is selected all of the search criteria (search blocks) must be fulfilled within the document.
+For example, a search can be carried out via "Document" and from these hits (documents), for example, a [[EN:Result_List#Basis_and_representative|representative]] per strict family can be displayed. <br/>
-All DE documents with the respective class are found.<br/>
-[[File:SearchDocument.jpg|700px]]<br/>
-If “Strict family” is selected, all of the search criteria must be fulfilled within a strict family. <br />
-All strict families containing a DE document and the searched class will be found.
-It may occur that a different document from the same family (e.g. the US document) contains the class instead of the DE document. <br />
-[[File:SearchFamily.jpg|700px]]<br/>
-=== Representative ===
-If, for example, “application” is selected, and multiple documents of an application are found via a search, the Project settings can be used to determine which of the documents is displayed.<br />
-[[File:ProjectSetting.jpg|500px]]<br/>
-(Application or granted?)<br/>
-If, for example, “Strict family” is selected and multiple applications of a family are found via a search, a representative can be selected in the settings.<br />
-[[File:Prefered countries.jpg|350px]]
-=== Example ===
-On the left side, the search is displayed and on the right side the corresponding result.<br />
-The search target is EP 123456.<br />
-'''Option: „Document“'''<br />
-[[File:SearchBaseExampleD.jpg|900px]]
-The result is automatically grouped to the previously selected setting.<br />
-The search was aimed to find exactly 1 document (B-document) and only this document is displayed in the result list. („1 D“ - 1 document).<br />
-'''Option: "Application"'''<br />
-[[File:SearchBaseExampleA.jpg|900px]]
-This way all documents of an application are found.<br />
-(see result list "3 D" - 3 documents)<br />
-However, only one document per applications is displayed, as “A” (application) is automatically selected within the result list.<br />
-The A2-document is displayed, as this was previously selected in the project settings.<br />
-[[File:ProjectSetting.jpg|500px]]
-If, for example, the settings would be changed to “Granted", the B-document would be displayed.<br />
-'''Option: Families (in this example „Strict family“)'''<br />
-[[File:SearchBaseExampleS.jpg|800px]]
-The setting "Strict family" finds all applications of a strict family.<br />
-Now, depending on the setting “Preferred countries” the respective application is displayed.<br />
-[[File:Prefered countries2.jpg|350px]]
 == Search in result ==
-With the option "Search within" it is possible to search within selected results.<br />
+A created search can be executed within the entire patent database, or it can be combined with an existing result list using IN, OR or NOT.<br/>
-This way it is possible to narrow large results step by step.<br />
+This way it is possible to narrow large results step by step.<br/>
 [[File:SearchInResult.jpg|800px]]
@@ Line 141: / Line 91: @@
 Previously created searches (search criteria) can be saved and subsequently opened again.<br/>
-The search can then be performed again or edited. Additionally saved searches can be set up as [[EN:automatic_searches| automatic searches]].<br/>
+The search can then be performed again or edited. Additionally saved searches can be set up as [[EN:Automatic_Searches| automatic searches]].<br/>
 When managing the searches you are able to classify or sort the searches via folders.<br/>
@@ Line 156: / Line 106: @@
 Open search<br />
 Select desired search<br />
 Select desired user<br />
-Select permission in the DropDown field and finalize using with Save button<br />
+Select permission in the DropDown field and finalize using Save button<br />
 [[Category:Windows client|P]]