Combine User Defined Categories Along With Patent and Other Custom Fields in Dashlets
The option is present within Add Patent Dashlet under Project Settings.
When you view the Dashlet, it will be represented as below:
Getting Started
Searching Records
Introduction to Searching in PatSeerSearching Basics (Must Read)Common Syntax Mistakes and their CorrectionsDeduplicating Patents based on Families / PublicationsSearching Patent PublicationsQuick Search Form Command Line Search FormNumber Search FormAI Search formImage Searching - AI Search FormCompany Search and Standard Essential Patents Search Form“Hybrid Searching” - Searching FamiliesDate Range SearchingProximity SearchMinimum Must Match QuerySearch Syntax ExamplesHit Count Cutoff QueryStemmingSearching For Decimal, Percentage and Math OperatorsPlural MatchingClassification Tree / Range searchTerm BoostingQuery ModifiersSearching Chemical NamesField Codes and their DescriptionsLegal Status SearchingCountry Selection in Search formNon-Latin SearchNon Patent Literature (NPL) SearchNew Search Bar On HomepageSearch ScriptingSearching Company portfolios in PatSeer – Best Practices for using USPTO Reassignments data and Corporate TreeReal-Time / Smart search SuggesterSetting record display preference in your search resultsLimit BySetting record display preference
Search Aids and Tools
User PreferencesAdd thesaurus names to filtersSemantic Search SuggesterSuggesters and Autocomplete support in command lineTerm TranslatorSearch Class DefinitionsSearch Query Migrator(Syntax Converter)Chemical LookupFind Similar PatentsCommand Line Search - Query FormattingCommand Line Search – Spell Check OptionCommand Line Search – Syntax ValidationQuick Reference for codes (syntax) in command line searchSearch support for Capitalized words and camelCase wordsSynonym / Related Terms Lookup – F9 KeySpecial Characters KeyboardNumber Search Order RetentionSearch HistoryView Key Parameters of Existing QueriesClassification Export from Search ScriptsSearch Query AnalyzerSearch Query HighlighterExport Saved Searches in PDF / Word FormatParent Corporate OwnerFamily Countries (By Simple Family)Claims AnalyzerCorporate Tree Lookup In Search ToolsLooking for Similar PatentsAssignee/ Inventor Look up
Working with Search Results
Viewing ResultsClaims Difference Tool Reranking the records on your result pageAI Recommender – Top up your Boolean searchesAI generated Patent Summaries View Full Text Of Records Within Search ResultsStreamline the process of exporting and printing patent full text with just a few clicksView Selected Record CountCreate and Apply ThesaurusView CitationsSearch Result FiltersCustom ViewExporting RecordsA better export link for your exports (Export links to the numbers in your exported file)Quick ListWorking with Saved SearchesWord HighlightingHit AnalysisKWIC ViewShortcut Keys For NavigationQuery Builder Within Search ResultsLegal Status of Records / FamiliesOrange Book IntegrationEditing your query using the Original search form Export - Priority Date and Mosaics from Biblio and FamilyFilter SetsExporting Search Strings In Word and PDF FormatDrawings Legend ViewerIntegrated Litigation FilterView Legal Status Timeline Citation AnalysisSmart DrawingsDrawings ViewPDF Cart and Bulk DownloadFull text PDF download Accessing US Patent Data Directly in PatSeer
Export Fields and Definitions
Detail View
Viewing RecordsViewing Biblio, Claims and DescriptionClaims SummarizerOpen Record Portions In Different WindowsView File Index (FI) CodesViewing Record CitationsViewing Family and Generating Family TreeFamily Legal Status TimelineViewing and Downloading PDFClass Definition BrowserDocument Hit Map - Navigate Highlighted TermsSummary (Patent Summarization)Maintenance Data Link For US RecordsView Legal Status Timeline for Selected RecordsDrawings in Detailed view Family Viewer - Family Tab in Detailed View
Analytics & Visualizations
Analyzing Search ResultsWorking with ChartsCharts DashboardChart Layers - Multidimensional analysisPatenting TrendTopic ChartsInnovation TimelineFamily Coverage Map (By Simple Family)Sorting Data Under Quick Stats ChartsSubtitles For ChartsCharts for Standard Essential Patents (SEPs)Charts - To view Remaining Life of Patents Charts to view the Global Portfolio Status
Projects
Introduction to ProjectsProject Management Create And Select A New Catalogue At Project CreationGroup Projects Under Different CataloguesMulti-user Flag and Rating in Projects/SubprojectsClone a ProjectCreating a ProjectCreating a SubprojectDeleting Projects Created by MeDeleting a SubprojectAdding Records to ProjectProject Rules Auto-Update Published Applications To GrantsView Records in Order Of OccurrenceView Records Arranged by RecencyNormalize Project Metadata to its Family MembersProject Operation ModesImporting custom data points from an Excel FileRating and FlaggingAssigning Equivalent Family Member For Existing Record Result View - New Sorting OptionsRead/Unread Records Tracking and FilteringWorking with CommentsSearch Within Comments/ Text Custom FieldsView Custom Field Data in DrawingsHierarchical CategorizationCustom FieldsFull text annotation - highlight and comment on any Full text portion of recordDe-duplicating Records within ProjectsCopy / Merge Metadata While Deduplication of RecordsComparing ProjectsProjects ListAccess Last Opened Project EasilyLink Search Script to a ProjectProject Add HistoryCombine User Defined Categories Along With Patent and Other Custom Fields in DashletsFilter Records by Their Date of Addition to Project Deleting Multiple ProjectsCategories View Window and Adding Records To ItView Project ActivityFilter by Family-level queries within your ProjectUnsharing single / multiple projects simultaneously
Project Collaboration
PatSeer Pro X
Introduction to PatSeer Pro XPatent Family Level Quality IndicatorsPatent Portfolio Level Quality IndicatorsUsing AI Classifier and all the necessary settings of a previous project to a New project Email containing the details about prediction done AI ClassifierAdditional Value IndicatorsLitigation search formAuto CleanupClusters (Advanced Clustering)Matrix Citation AnalysisAssignee Tree Map showcasing different technology clustersVizMap: Network ModeVizMap: Landscape ModeVizMap: Correlation MapRefine your AI search results with easeVizMap - Decide On the Group of records to Be AnalyzedSummary ReportsAdvanced Clustering - Add Custom StopwordsCitation Analysis - View the Nodes in a Form of Hyperbolic ChartVizMap: Network Mode - Applying Same Color to a Group of AssigneesGenerate Landscape and Contour Maps Using the Custom Categories Or Sub-Categories Built Within Your Project
Working in PatSeer Pro X
Sorting the Records on Result page based on various Quality Scores Filtering the Records based on Quality Scores Exporting the Quality Scores Viewing the Company Insights Ranking the Companies based on the 360-quality score of their Patent Portfolios Generating a Quality vs Quantity landscape for Top PlayersGenerating a Quality vs Quantity landscape for New PlayersPatent of some Key Players that can make it difficult for other companies to enter the technology area or launch a product in the same Ranking patents in your project based on Quality and Age Comparing the 360 Quality Scores of Key Players Mapping the Innovation Potential Understanding the Growth of Patent Portfolio for the Key PlayersLitigation Analytics
Release Notes and Version History
February 2025 Release NoteDecember 2024 Release NoteNovember 2024 Release NoteOctober 2024 Release noteSeptember 2024 Release note July 2024 Release NoteJune 2024 Release NoteApril 2024 Release NoteJanuary 2024 Release NoteNovember 2023 Release NotesOctober 2023 Release NoteSeptember 2023 Release NoteAugust 2023 Release NoteJune 2023 Release NoteMarch 2023 Release NoteNovember - December 2022 Release Updates September - October 2022 Release updateMay 2022 Release update
Video Tutorials
Industrial Design
Field Code GuideDesign Patent number formats Logging into PatSeer Design Edition Quick Search Form - Industrial DesignAI Search Form - Image and Design NumberSearch History - Design editionResults PageQuick StatsDesign ProjectsProject SharingNumber Search Form - Design EditionDesign Patent Legal Status Information for 40+ AutoritiesAlerts - Design Edition
Miscellaneous
Understanding Simple and Extended FamiliesPatSeer Data CoveragePatSeer Glossary QuestionsLegal Status Codes: Countries A - DLegal Status Codes: Countries E - HLegal Status Codes: Countries I - ZKind Codes : Countries A - DKind Codes: Countries E - HKind Codes: Countries I - ZUnderstanding Important Patent Fields Types of Assignee fields in PatSeer and their description
Commonly Asked Questions
How do I fill up the key term / key word gap in my search query? How do I screen the records without going into the details?If I have a free text, how do I create a search using PatSeer? How do I search patents that are similar to the patent number(s) present with me?How can you view the prosecution details of a particular record?How do I create a folder or project for my data? How to add records to multiple projects / folders by marking their importance?How do I organize my data in Project / Folders? / How do I categorize or bucketize my data?How do I mark the importance of data / How do I label my data according to my analysis?How do I involve my colleagues in my review / How do I share my analysis with different teams (R&D, IP team etc.)?How do I summarize my analysis on a single page? / How do I create a report of the analysis?How do I save my searches based on the projects I carry out? / How do I organize my searches?How do I identify similar patents that I have missed during the search?How do I go through the whole patent or compare two different documents on the same pageHow do I create a search based on Assignee / inventor country / city/ state? How to create a search based on Universities ? Is it possible to view the Attorney data for their respective countries? How do I exclude a keyword or any other related patent field from my search query? How to Search for a Design Patent in PatSeer? / Is it possible to look for Design patents in PatSeer? How to search based on dates?What is Tech Domain or Tech Sub-Domain or Industry in PatSeerHow do I view the technology cycle time?How to report your queries/issues in PatSeer? How to generate a query ticket in PatSeer?/ Where I can share any queries/ technical issues that I am facing in PatSeer?Which browsers are compatible with PatSeer?What is the difference between selecting the country from the country selection dropdown option and if I enter the field code PBC (Publication Country) and then enter the country code/ How do I look for patent documents that have been published in a specific country? Do you have a list of what the different country codes or prefixes are for each jurisdiction?Is there a way to find out which of the records are already present within the Project/ Folder that you have created? / How can I know which Patent numbers are already present within the existing Projects/Folders?Is there a way to automatically tag a pre-defined set of metadata (Custom fields, Categories, Flagging, Rating, and Comments) either one or multiple, for the records that I might newly add to the project via running a new search query or by importing a set of patent numbers? If I Have Refined My Results In A Project/ Folder, Can I Create A Subproject/ Subfolder Based On These Refined Results?How Do I See Keywords from My Original Search Query Highlighted in Patent Documents? / Can I highlight the search terms in my query manually?Can I change my Language settings in PatSeer? / Is it possible to set a preferred language in PatSeer?How do I add citations to a Project/Folder from the Detailed View?/ Is there a way to add citations to a Project/ Folder after carrying out a search? How do I find the search query/queries used to create a certain Project/ Folder? How can I search for patents/ records across Projects/ Folders? What are the different types of searches wherein the AI Classifier can be used?Can we control what part of a patent is used for predictions in the AI Classifier ?If the category is modified in the "with moderation" option in AI Classifier, does that help train the tool?Is there any provision for subcategorization?/ If I have sub categories present within my main categories, will the prediction also be made on the sub categories while running the AI Classifier? Can I copy the categorization done by AI Classifier to another project?/ Can I use the same training data for multiple projects to run the AI Classifier? In the AI Classifier what is exactly threshold cutoff value, how is it going to affect the predicted categories?Which all countries litigation data is available in PatSeer ? How does PatSeer handle different types of declarations, including blanket declarations without patent numbers, and what type of data is available regarding Standard Essential Patents (SEPs) on the platform? Does PatSeer provide information about patent claims and their association with the relevant standards? What are the advantages of Multiuser Ratings and FlagIs it possible to search for relevant text within a downloaded PDF document of a Patent?
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