EN:Settings: Difference between revisions
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==Settings== | ==Settings== | ||
Some of the changes in the settings require restarting the program.<br/> | |||
===Settings=== | |||
===Settings | |||
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 | ====General==== | ||
=====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 | The only exception is the patent status (completed, not relevant), which can be set in the tabular view.<br/> | ||
[[File: | |||
[[File:ResultListTableView.jpg|800px]] | |||
With a right click on a column header, columns can be shown or hidden.<br/> | |||
[[File:ResultListTableViewColumns.jpg|300px]] | |||
==== | =====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.<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/> | ||
==== | =====Switch tabs for all patents in resultlist===== | ||
The | 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 | =====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]] | ||
==== | =====Keep zoom factor===== | ||
The | The program remembers the zoom factor in detail view.<br/> | ||
[[File: | [[File:SettingsZoomFactor.jpg|400px]] | ||
==== | ===== Preferred Applicant Type ===== | ||
The | The selected applicant type is displayed in the detail view by default. <br/> | ||
[[File: | * Applicant Org | ||
* Applicant Epo | |||
* Applicant N-L (Non Latin) | |||
[[File:DetailViewApplicantSelection.jpg|550px]] | |||
==== | ====Highlighting==== | ||
==== | =====Add search phrases to highlighting===== | ||
This option is explained [[EN:Highlighting#Temporary_synonym_groups|here]].<br/> | |||
==== | =====Show occurrences above text===== | ||
The number of terms which are contained in [[EN:Highlighting|highlighting]] groups is displayed above the texts.<br/> | |||
[[File: | [[File:SettingsHLaboveText.jpg|650px]] | ||
==== | =====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 | 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 72: | Line 131: | ||
Only the selected entries are considered.<br/> | Only the selected entries are considered.<br/> | ||
[[File:SettingsPrefLng.jpg|650px]] | [[File:SettingsPrefLng.jpg|650px]] | ||
If there are no texts in the selected languages for a document, a corresponding text is searched for. <br/> | |||
In doing so, a text that is as "close" as possible is preferably selected. <br/> | |||
The following order is taken into account: <br/> | |||
* 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. <br/> | |||
===Preferred countries=== | ===Preferred countries=== | ||
A result list can be grouped in different [[EN:Result_List# | 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
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.
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.
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.
With a right click on a column header, columns can be shown or hidden.
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.
Expand multiple evaluation schemes automatically
When this option is selected, tasks with multiple evaluation schemes will automatically expand them.
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.
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.
Keep zoom factor
The program remembers the zoom factor in detail view.
Preferred Applicant Type
The selected applicant type is displayed in the detail view by default.
- Applicant Org
- Applicant Epo
- Applicant N-L (Non Latin)
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.
Occurrences sort order
Here, you can select, in which manner the highlighting groups are sorted.
Sorted alphabetically:
Sorted by count:
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)
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.
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.
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.
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.
Result list tabs
Specific information in the result list can be displayed or hidden.
Additionally the order can be set accordingly.
Detail view tabs
Specific information in detail view can be displayed or hidden.
Additionally the order can be set accordingly.
