Help Center
Go back to PatSeer
Help Center
Go back to PatSeer
Getting Started
Searching Records
Search Aids and Tools
Working with Search Results
Export Fields and Definitions
Detail View
Analytics & Visualizations
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
Alerts
PatSeer Pro X
Working in PatSeer Pro X
AI Classifier
Release Notes and Version History
Video Tutorials
Unitary Patents
Industrial Design
Miscellaneous
Commonly Asked Questions
SSO Login in PatSeer
PatSeer 2 Factor Authentication Configuration
PatAssist

Project Operation Modes

A major new enhancement is the introduction of Family and Application Number modes within a Project. So Projects in PatSeer can now operate as if it contains Records or Unique Applications or Families.
Before introduction of this capability, a Project has been based on record numbers and that remains as the default mode for any new project. In this mode, each Record number (with kind code) is treated as a unique record. However if you now set a Project in one of the family modes, the project will display unique families only. Also if you add new records to the project and if they belong to an existing family, they will not show up as separate records and the number of families will be unchanged.

Project Operation Modes

Project Unique Key

Displayed Record

Records

Record Number with Kind Code
 

 

All records added to the project are displayed as separate results

 

Application

 

Application Number

 

 The sort order decides which record to display in the project results.

 

Simple Family

Simple Family Number

The country preference and sort order is applied over records (from a single family) that have been added to the project.

 

Extended Family

 Extended Family Number       

 

 The country preference and sort order is applied over records (from a single family) that have been added to the project

 

The option changing the mode of a Project is present on performing a mouse click on the down arrow present next to project record count. When you click on the down arrow, Project Operation Mode window will get expanded with options to select different modes.

These options allow you to group project records by SFAM/INPADOC families/unique records. There are 4 main grouping options:

  • Records – shows you the exact number of records present in your project
  • Applications – Useful when you want to have the patent selected in cases where both the patent and its application are present in the result set. Further, you have options to select preferred record type
  • Simple Family – you want to group records within project to show only one member per family
  • INPADOC family - you want to group records to one member per family (INPADOC). Further you can specify the country preference

When you select the required project mode and click on set the records in your project are grouped as per the mode. The below snapshot represents current record count (9393) present in the project.

When you apply Project mode as Application number, you can see current record count of project is changed to 9366 unique records. The PatSeer algorithm has selected patent in cases where both the patent and its application are present in the result set. 

Once the Project Mode has been changed to any of the option mentioned above then it cannot be changed to previous project mode or any other mode. 

Powered by Product Fruits