Report:SumoBrain/Viewing Results/Saving Results
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Records can be saved either from the hit list or the individual record view. The user can choose to save to a pre-existing portfolio or create a new portfolio and insert the record at once. Users are limited to 5 total portfolios and 1,000 saved records per portfolio.
Individual portfolios can be copied, merged, exported, or deleted. The export feature exports the following information into a Microsoft Excel spreadsheet:
- document number
- document type
- publication date
- inventor name
- application number
- filing date
- primary classification
- other classification
- document number
Users can choose to include or exclude the above information for each export.
Users also have control over various aspects relating to an individual portfolio. The user can add a description, add comments, share the portfolio with another registered user, access the individual records, copy, export, or delete selected records, and add patent documents by number. Sharing permission can be set to read or read/write.
The ability to save to multiple folders in a free (albeit requiring registration) patent search system is a notable one. SumoBrain does well by including features like merging and sharing, as well as the ability to export document data to an Excel file. The control interface is presented comfortably to the right of the patent document listing, using an expandable graphic interface to avoid directing the user to separate pages; this increases ease of use.
One shortcoming of SumoBrain is that the number of portfolios and records that users can save fall well short of most mid-sized or larger professional needs. Strangely, the number of portfolios allowed by SumoBrain is 5, far fewer than the 20 portfolios allowed on its sister site FreePatentsOnline.