EN:Result List

From IP7 Wiki

The result list is used to display the results of performed searches and the contents of folders.

General

After carrying out a search a new tab automatically opens displaying the respective result list.
The search window and the corresponding result list are grouped and highlighted in the same colour.

ResultList.jpg

It is possible to switch between the open tabs.
New tabs are opened when a new search is carried out.


Among other things, the result list is used to evaluate patents (Allocation of stars and comments).
Subsequently the status of a patent can be changed.
Initially all patents are set as "unread" and can then be changed to the status "not relevant" or "OK".

ResultList-1.jpg

Basis of the result list

A Basis is always given in the result list:

D-Document
A-Application
S-Strict family
E-Extended family

Which basis is originally selected in a result list depends on how this result list was created.
A result list can e.g. result from an executed Suche or when a Folder is opened.

The original basis of the result list can be changed:

Hits can be grouped to a larger basis.
E.g. from document to strict family - of the documents in the result only one representative per strict family is displayed


Or a smaller basis is selected.
e.g. from strict family to document - all documents from the strict families are displayed


'Example number search according to EP 123456 A'
The basis of the number search is always document.
Therefore all EP-A documents are displayed (2D).
NumberResult-1.jpg

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.

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

NumberResult-2.jpg

When changing to S-strict family, all applications and documents of the strict family will be considered.
This increases the number of "A" and "D":

NumberResult-3.jpg

If you switch back to D-documents, not 8 documents are displayed, but only the 2 documents found in the original number search.

The result list never forgets the original basis and the original hits.
Therefore it is always displayed in bold.
(in this example: "D")

Basis and representative

For example, if a strict family search is performed, a representative of the strict family will be displayed in the results list.

Which document from this strict family is displayed as a representative depends on the following two settings:

1, 'Preferred Document'
This setting is available for every Projekt and every task.
Here you can select whether first publication or grant should be displayed as a preference.

ProjectSetting.jpg

2, Bevorzugtes Land
This setting is available for every user.
Here an order - priority for the countries is set.
(the top selected country in the list has the highest priority to be displayed as a representative)

Prefered countries.jpg

The logic for determining the representative is explained below:

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

2, The "preferred document" setting is: Grant
Step 1: The living grants from the strict family are identified.
Step 2: The preferred document is determined from the grants based on the "Preferred Country" setting.


The folders or folder assignments are an exception to this logic.
The folders have their own Repräsentant.

Beispiele

Bei den nachfolgenden Screenshots befindet sich auf der linken Seite jeweils die Suche und auf der rechten Seite das Ergebnis dieser Suche.

Option: "Document"
Es wurde genau nach einem Dokument (B-Schrift) gesucht und dieses Dokument wird in der Ergebnisliste angezeigt.
("1 D" - 1 Dokument)
SearchBaseExampleD.jpg


Option: "Application"
Es wird über Anmeldung gesucht und somit werden Anmeldungen im Ergebnis angezeigt.
("1 A" - 1 Anmeldung)
In dieser Anmeldung sind insgesamt 3 Dokumente zusammengefasst.
("3 D" - 3 Dokumente)
SearchBaseExampleA.jpg

Der Repräsentant dieser Anmeldung ist in diesem Beispiel die A2-Schrift, da für die Einstellung "bevorzugtes Dokument" - Erstveröffentlichung ausgewählt ist.

ProjectSetting.jpg


Option: Familien (in diesem Beispiel "Strict family")
Die Einstellung "bevorzugtes Dokument" steht auf Erstveröffenltichung.
Es wird über strikte Familie gesucht und somit werden strikte Familien im Ergebnis angezeigt.
("1 S" - 1 strikte Familie)
SearchBaseExampleS.jpg

Der Repräsentant dieser strikten Familie ist in diesem Beispiel wieder die EP A2-Schrift.

In der Einstellung "Bevorzugtes Land" steht EP vor dem CA Eintrag.
Prefered countries2.jpg


Ein weiteres Beispiel für strikte Familie
Die Einstellung "bevorzugtes Dokument" steht dieses Mal auf Erteilung.
PreferedGrantedOption.jpg

Es wird wieder über strikte Familie gesucht und somit werden strikte Familien im Ergebnis angezeigt.
("1 S" - 1 strikte Familie)
SearchBaseExampleSgranted.jpg

Der Repräsentant dieser strikten Familie ist in diesem Beispiel die EP B1-Schrift.

Schritt 1 - hellblau: Die lebenden Erteilungen aus der strikten Familie werden ermittelt.
Schritt 2 - dunkelblau: Das bevorzugte Dokument wird aus den Erteilungen anhand der "Bevorzugtes Land" Einstellung ermittelt.

DetailViewGrantedRepresentative.jpg

Das DE B4 Dokument wird nicht berücksichtigt, weil es bereits "tot" ist.

Number search and display of results

The display of results can be grouped into different units:

D-Document
A-Application
S-Strict family
E-Extended family

Example: number search for EP 123456 A
All EP-A Documents are displayed (2D).

NumberResult-1.jpg

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).
Now the B-Document which was not found previously is also displayed, as the search was limited to the A-Document.

NumberResult-2.jpg

After changing to S-strict family additional applicants and documents are displayed.

NumberResult-3.jpg

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

Status of a patent

The following statuses are available (with increasing weighting):

  • None (unread)
  • not relevant (read)
  • OK (read)

The status "not relevant" has a higher weighting than "None" and "OK" has the highest weighting.
All documents initially have the status "None".
In the result list the current status of a document is displayed to the right of the patent number in the result list.
If the status is "None", this field is left blank.
The 3 buttons for the allocation of the status, display the status of the currently selected document.

Example

As long as D - Documents is selected as a basis, all statuses can be displayed:

Status-1.jpg

When changing to A - Application:

Status-2.jpg

Now the highest status ("OK") is displayed next to the patent number.
The status "not relevant" is displayed during the status allocation, as the status of the representative is shown here.
The B-Document has the status "not relevant" and the B-Document is shown as the representative.

Select results

In the result list it is possible to select specific patents for the Word/Excel export.
ExcelExportSelection.jpg

The selection supports the features of the Windows-Explorer:
With the shortcut Ctrl+A, all patents of the displayed page are selected.
Holding down the Shift-key and mouse click selects specific areas of patents.
Holding down the Ctrl-key and mouse click selects multiple specific patents.

Here, it is important that the mouse click takes place in the following areas:
ResListSelection.jpg

Obviously, it is also possible to select the entire result for the Excel export.
ExcelExportWholeRes.jpg


Save/open/manage

Depending on which unit/basis is selected in the current result, the result list is also saved with this setting.
The number of results also corresponds to the selected basis.

Manage resultLists.jpg

Publish result lists

PublishResultList.jpg

Saved result lists can be shared with other users:

1 Open result lists
2 Select result list
3 Select user and assign permission in the drop down field
4 Click the Save button