Design Projects

Projects help you create a centralized work environment for your team to manage and work on patent data projects, carry out analysis and deliver insights. The owner of the project can use Permission Groups to clearly define who is able to play what role in the project.

Creating a Project 

You can create a project from the Search result page using the add tab. You can select the record and from the add tab select the project option. You can either add the record to an existing project or create a new project. 

You can also create a new project by clicking on the New Project button on the extreme top right. 

Adding Records to a Project 

To add records from the search results view 

1. On Search Results screen, select the records.
2. Select Project from the Add drop down menu.
3. The Add To Project dialog box will be displayed.
4. Enter the project name if already created or create a new project.
5. Click Add to Project.

Note:

You can add up to 70000 records to a project. 

At one time you can add upto 35,000 records to a project. 

Adding Project shortcut to the Results Page

1. On Search Results screen, select the records.
2. Select Project from the Add drop down menu.
3. The Add To Project dialog box will be displayed.
4. Then switch on the Toggle button besides the project name 
5. A project shortcut will be added to the Results Page 

Applying the project metadata of a related project to the search results

Now while adding records to a project using the project shortcuts on the result page you can simultaneously apply all the metadata of the project to those records. 

To assign the metadata you can follow the steps below:

1. Click on the dropdown present besides the project name
2. Then click on show Project Metadata
3. Once you click on show Project Metadata you will see all the Custom fields below each record
4. To add records to a project Category you can click on the dropdown and from there select Add to Project Categories.

This option is advantageous as you can view the records that are present in the project already and the assigned metadata. Also, you will be able to assign metadata to the new records that you add from the result page to the project.

Adding Records using the Import option

Users can add search results directly to a project using the ' Import' option that is present inside a Project. Within 'Import' there are two options: Copy / Paste Numbers and Upload from File

Copy Paste  

• You can use this option if you have a set of patent records numbers which you want to add to the Project. 
• PatSeer takes the numbers supplied, matches them with the internal repository and then adds the records to the Projects, with all the patent data (family/legal status etc) linked to the record. In case any record number does not match then it is displayed under the “Unmatched Records” as a separate list.
• To improve the probability of the numbers matching with PatSeer internal repository, a proper number conversion rule is used for matching the supplied number internally. 
• For this, if you want to import patent numbers that have come from some other database, then you can supply the database name and accordingly the numbers will get converted into PatSeer format.

Upload From File 

• The field import option allows you to import patent numbers (along with any custom data) from files. 
• If you want to import record numbers from Excel (.xlsx) file (record numbers should be in a single column (first column only)). then you can supply these files using this option. 
• Like the Number Import option, PatSeer will match the numbers present in the file with the internal repository and import all the data for the matching records into your Project. 
• The Field import option also allows you to import Patents and Journals/Non-patent literature into your report from multiple sources like STN, Scifinder, etc. The supported Journal formats are shown in a dropdown menu. 
• Further the field import option allows you to add custom data (flags, rating, comments, categories) along with Patent data. These file formats may contain record numbers with or without kind code. 

Importing Patent or Journal data from External Files 

1. Create a new project or open an existing Project from the list shown under Projects tab.
2. Click on Import option besides Settings.
3. Click on Copy From File tab.
4. Select Record Type you want to import – 1) Patents, 2) Journals, 3) Both
5. Select File Type. For Patents if you have an Excel (.xlsx) file with patent numbers then select Generic Excel. If you have a RIS file from Scifinder then select Scifinder RIS option and if you have transcript from STN then select the appropriate STN database type like HCAPLUS, WPIX or FullText. For STN transcripts, please note transcripts from searches does in different databases must be present in separate files. Multiple transcripts in a single file are not supported. For Journals, select the export format matching the file. 
6. Click on Choose File and select the file
7. If records are already present in your report, then select the action to be taken (Skip/Overwrite).
8. Click on Add Records
9. The system will display a table of matched and unmatched numbers. If you want to import the unmatched numbers too, then check the option shown below the list of unmatched number. If there are no unmatched numbers and all the numbers have matched, then you don't have to check this option.
10. Click on Import to add the records to your report. 
11. A notification will appear that the import has started. Another notification will appear once the import process is complete. Please wait till you receive this second notification.
12. Reload the browser page to view the imported records. (You can press F5 key to reload the page). If your file contains a high number of records (say 500+) then the import may take more time and you may have to refresh the page after a minute or more.

The list of file formats that are supported is given in table below: