EN:Settings: Difference between revisions

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==Settings==
==Settings==
Some of the changes in the settings require restarting the program.<br/>


Some of the changes in the settings require restarting the programme.<br/>
===Settings===
 
===Settings/General===
In the first tab, general settings can be carried out.<br/>
In the first tab, general settings can be carried out.<br/>
[[File:SettingsSettings.jpg|650px]]
[[File:SettingsSettings.jpg|650px]]


In the first field, the “Application language” can be selected.<br/>
====General====
Below you can set the file path for the PDF download ("PDF download directory"). <br/>
 
=====Application language=====
In this field the language of the application can be selected.<br/>
 
=====Close inactive tabs without question=====
When a currently inactive tab is closed, it will close without a confirmation prompt.<br/>
 
=====Show owner instead of applicant=====
Instead of showing the applicant, the patent owner is displayed.<br/>
[[File:SettingsOwner.jpg|1200px]]
 
=====Enable Logging=====
In case of special problems, logging can be activated for further analysis after consultation with IP7.<br/>
 
====PDF download directory====
Directory for the PDF Download <br/>
 
====Resultlist====
 
=====Display as table=====
The [[EN:Result_List|result list]] can also be displayed in a tabular view.<br/>
 
This view is "read only", so no evaluations, comments, etc. can be assigned in this view. (In order to do this, detail view must be opened) <br/>
The only exception is the patent status (completed, not relevant), which can be set in the tabular view.<br/>


This is followed by additional settings, which can be activated/de-activated: <br/>
[[File:ResultListTableView.jpg|800px]]


====Compact result list====
With a right click on a column header, columns can be shown or hidden.<br/>
The display of the [[EN:Result_List|result list]] can be simplified using this option. <br/>
 
[[File:SettingsCompactResLst.jpg|750px]]
[[File:ResultListTableViewColumns.jpg|300px]]


====Add search phrases to highlighting====
=====Use middle mouse button to select next page=====
This option is explained [[EN:Highlighting#Temporary_synonym_groups|here]].<br/>
The middle mouse button can be used to switch to the next page in the result list.<br/>


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


====Use middle mouse button to select next page====
=====Switch tabs for all patents in resultlist=====
The middle mouse button can be used to switch to the next page in the result list.<br/>
In the result list, the tabs of all patents are changed.<br/>
[[File:SettingsSwitchTabForAll.jpg|850px]]
 
===== Expand multiple evaluation schemes automatically =====
When this option is selected, tasks with multiple evaluation schemes will automatically expand them. <br/>
[[File:ResultListExpandedEvals.jpg|850px]]
 
=====Patent view=====
It is possible to change the view of the [[EN:Result_List|result list]].<br/>
 
======Standard======
The default setting, large display of patents with lots of information.<br/>
 
======Without Image======
The default setting without images.<br/>
 
======Compact (with image)======
A compact presentation of the result list with less information. <br/>
Patents can be expanded (plus button) and thus further information is displayed.<br/>
 
[[File:SettingsCompactResLst.jpg|750px]]
 
======Compact (without image)======
The compact display as described above with the difference that no images are displayed when you expand the window.<br/>
 
====Detail view====


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


====Show highlighting occurrences above text====
=====Keep zoom factor=====
The number of terms which are contained in [[EN:Highlighting|highlighting]] groups is displayed above the texts.<br/>
The program remembers the zoom factor in detail view.<br/>
[[File:SettingsHLaboveText.jpg|650px]]
[[File:SettingsZoomFactor.jpg|400px]]


====Keep zoom factor in detail view====
===== Preferred Applicant Type =====
The programme remembers the zoom factor in detail view.<br/>
The selected applicant type is displayed in the detail view by default. <br/>
[[File:SettingsZoomFactor.jpg|400px]]
* Applicant Org
* Applicant Epo
* Applicant N-L (Non Latin)
[[File:DetailViewApplicantSelection.jpg|550px]]


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


====Close inactive tabs without question====
=====Add search phrases to highlighting=====
When a currently inactive tab is closed, it will close without a confirmation prompt.<br/>
This option is explained [[EN:Highlighting#Temporary_synonym_groups|here]].<br/>


====Switch tabs for all patents in resultlist====
=====Show occurrences above text=====
In the result list, the tabs of all patents are changed.<br/>
The number of terms which are contained in [[EN:Highlighting|highlighting]] groups is displayed above the texts.<br/>
[[File:SettingsSwitchTabForAll.jpg|850px]]
[[File:SettingsHLaboveText.jpg|650px]]


====Highlighting occurrences sort order====
=====Occurrences sort order=====
Here, you can select, in which manner the highlighting groups are sorted.<br/>
Here, you can select, in which manner the highlighting groups are sorted.<br/>
Sorted alphabetically:<br/>
Sorted alphabetically:<br/>
[[File:SettingsHLsortOrderAlpha.jpg|550px]]<br/>
[[File:SettingsHLsortOrderAlpha.jpg|550px]]<br/>
Sorted by amount:<br/>
Sorted by count:<br/>
[[File:SettingsHLsortOrderCnt.jpg|550px]]<br/>
[[File:SettingsHLsortOrderCnt.jpg|550px]]<br/>
====Search====
=====Default Search Tabs=====
If the search is opened directly from the dashboard or by clicking on the magnifying glass, then the type of search selected here will be opened by default: <br/>
* Simplified
* Normal
* CLI (if enabled)
[[File:SearchButtonClick.jpg|300px]]
By clicking on the area marked in green, the type of search can be selected independently of the setting.<br/>


===Display settings===
===Display settings===
Line 83: Line 142:


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

Latest revision as of 14:41, 13 July 2022

SettingsMenu.jpg

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 program.

Settings

In the first tab, general settings can be carried out.
SettingsSettings.jpg

General

Application language

In this field the language of the application can be selected.

Close inactive tabs without question

When a currently inactive tab is closed, it will close without a confirmation prompt.

Show owner instead of applicant

Instead of showing the applicant, the patent owner is displayed.
SettingsOwner.jpg

Enable Logging

In case of special problems, logging can be activated for further analysis after consultation with IP7.

PDF download directory

Directory for the PDF Download

Resultlist

Display as table

The result list can also be displayed in a tabular view.

This view is "read only", so no evaluations, comments, etc. can be assigned in this view. (In order to do this, detail view must be opened)
The only exception is the patent status (completed, not relevant), which can be set in the tabular view.

ResultListTableView.jpg

With a right click on a column header, columns can be shown or hidden.

ResultListTableViewColumns.jpg

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.

Load representative image with result

If you experience problems with the loading of images, select this option.

Switch tabs for all patents in resultlist

In the result list, the tabs of all patents are changed.
SettingsSwitchTabForAll.jpg

Expand multiple evaluation schemes automatically

When this option is selected, tasks with multiple evaluation schemes will automatically expand them.
ResultListExpandedEvals.jpg

Patent view

It is possible to change the view of the result list.

Standard

The default setting, large display of patents with lots of information.

Without Image

The default setting without images.

Compact (with image)

A compact presentation of the result list with less information.
Patents can be expanded (plus button) and thus further information is displayed.

SettingsCompactResLst.jpg

Compact (without image)

The compact display as described above with the difference that no images are displayed when you expand the window.

Detail view

Expand families

In detail view the patent family is automatically displayed.
SettingsExpandFamDetailVw.jpg

Keep zoom factor

The program remembers the zoom factor in detail view.
SettingsZoomFactor.jpg

Preferred Applicant Type

The selected applicant type is displayed in the detail view by default.

  • Applicant Org
  • Applicant Epo
  • Applicant N-L (Non Latin)

DetailViewApplicantSelection.jpg

Highlighting

Add search phrases to highlighting

This option is explained here.

Show occurrences above text

The number of terms which are contained in highlighting groups is displayed above the texts.
SettingsHLaboveText.jpg

Occurrences sort order

Here, you can select, in which manner the highlighting groups are sorted.
Sorted alphabetically:
SettingsHLsortOrderAlpha.jpg
Sorted by count:
SettingsHLsortOrderCnt.jpg

Search

Default Search Tabs

If the search is opened directly from the dashboard or by clicking on the magnifying glass, then the type of search selected here will be opened by default:

  • Simplified
  • Normal
  • CLI (if enabled)

SearchButtonClick.jpg

By clicking on the area marked in green, the type of search can be selected independently of the setting.

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.
SettingsDisplaySettings.jpg

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.
SettingsPrefLng.jpg

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 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.
SettingsPrefCntry.jpg

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.

SettingsShortcuts.jpg

Result list tabs

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

SettingsResListTabs.jpg


Detail view tabs

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

SettingsDetailViewTabs.jpg