Create and Apply Thesaurus
You can create and maintain multiple set of taxonomies for Assignee/ Inventor/ Attorney and Keywords. A thesaurus file helps you treat multiword terms as single phrase and define synonymous words which should be treated as equivalents during searching.
Thesaurus files can also help you with cleanup activities. This is also beneficial in automation and allowing you to use the same for future use in a different report thereby saving time. These thesauruses are easy to manage and extend over time.
Each name (parent / group name) needs to be entered on a single line, with synonyms separated by comma. PatSeer treats the first term or phrase as group head and displays the same in result filters and respective charts. For e.g., the thesaurus for assignee can comprise entries like Stratasys, Stratasys*, Makerbot Ind*, Objet* (here, Makerbot Industries, Objet Ltd are acquired by Stratasys and for analysis purpose may be combined with Stratasys)
The Thesaurus tab appears below the Alerts tab.
Creating a thesaurus from CSV/Text file
1. Open thesaurus editor by clicking on thesaurus tab
2. Click add new to create a new thesaurus
3. Enter thesaurus name and select the type of thesaurus. This type would be applicable to respective filters
4. When you click on Save you will see options to create thesaurus. You can select ‘Upload From CSV/Text File’ to create thesaurus
5. Chose the respective file. The file should have comma separated values
6. Click on Upload. You will see the created thesaurus appears in a tree format. The tree can be expanded to view all the child nodes
The tree has different options to edit the group members. You can even drag and drop the nodes to create different groups or hierarchy. When you right click on any node in the thesaurus you will see the options shown on the right.
Creating a thesaurus manually
1. Open thesaurus editor by clicking on thesaurus tab
2. Click add new to create a new thesaurus
3. Enter thesaurus name and select the type of thesaurus. This type would be applicable to respective filters
4. Click Quick Add to open a window
5. Enter synonyms as comma separated terms with new line between different groups
6. Click Save to view the created thesaurus
7. If you want to edit an existing group then click on the name of the Group, then copy paste it in the Quick Add space and then add the new member name separated by a comma and then save.
Notes for Importing thesaurus:
1. Only Text and CSV files are supported for importing a thesaurus
2. Use comma ( , ) separated values in the files
3. Wildcards like asterisk ( * , ? ) are supported for words present in the thesaurus. (? Stands for single character wildcard and * stands for 0 or more characters)
4. Each thesaurus group (A parent name and its children/synonyms separated by commas) need to be separated by new line in the imported file
5. Only words having one or more synonyms will be considered while saving to thesaurus
Applying a thesaurus
The created thesaurus can be applied in filters present in search results page and projects as well.
Clicking on Apply Thesaurus will show you list of all the user created thesauruses present within the respective filters. Select the respective thesaurus to be applied and click on Apply. It will apply the thesaurus to the respective groups and the parent name would be assigned to all child nodes and represented in bold.
Note: PatSeer internally searches within ASN, ASNN fields for assignee based thesaurus, CASN for current assignee based thesaurus, INV for inventor based thesaurus and ATN field for attorney based thesaurus and the results are assigned corresponding values and displayed.
You can even prepare Keyword based thesaurus. In case you have created thesaurus for keywords, the thesaurus will look like as shown below
You will also see the same user created thesaurus name as an independent filter in the filter section on search results page and in projects.
When you select a particular keyword, PatSeer internally searches for the parent name and the entire child names in the English full-text (TACD) field and the results are assigned corresponding values and displayed.
You can analyze assignees, current assignee/ inventors/ attorneys based on thesaurus within Quick Stats. You need to click on ‘Apply Thesaurus’ present within Assignee/ Inventor/ Attorney to view the respective charts. You can even drill down the respective chart to view the list of records.
