Report:TotalPatent/Viewing Results/Flagging Results
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Flagging results in TotalPatent is straightforward. A checkbox appears to the left side of each result; the user is able to select records of interest by checking these boxes. This feature is shown in the figure below.
After the user has selected all appropriate documents, the ‘Delivery Icons’ can be used to perform a variety of tasks (from left to right in the figure below):
1) View the selected documents as a result set on their own
2) Email the selected documents
3) Print the selected documents
4) Download the selected documents
5) File the selected documents to an online Work Folder
6) Save the selected results to Analytics (users can choose to "go to Analytics now to visualize results," "go to Analytics now to compare results," or "just save to Analytics for now")
7) Purchase file histories or human translations from Reedfax for the selected documents
8) Create a citation map using the selected documents
An ‘All’ checkbox is provided at the top of the result list which selects ALL documents in the result set, not only the ones on the current page of results.
One unique feature that LexisNexis has included in the TotalPatent interface is the ability to create written “notes” that are attached to a patent document. These notes are viewable by the user who created them, and also by others within that user’s organization or company. When looking at a list of documents either in the Results View or in a Work Folder, an "Add" hyperlink will appear at the bottom of each result record, beside the field "Notes:...". Clicking on this link will display the Add Note form, shown in the screenshot below.
The author's e-mail and creation date are automatically inserted into the note upon creation. In addition, the user can optionally add a title, a description, and may also apply categories to the note. These categories can function as ‘tags’, allowing users to categorize documents into groups which may then be searched at a later date by anyone in the company or organization.
After filling in the title, description, and category fields, the user can select the "Add" button and will then be prompted to confirm the contents of their note, which they can then choose to add or edit. After selecting the "Add" button a second time, a message will confirm that the note was successfully added. The user can select "Ok" to return to the results list.
When a document has a note attached, an extra link appears beside the "Notes:..." field to "View" all available notes. Select "View" to open a separate window that displays all notes associated with the record, or select the "Add" link to create additional notes.
Another feature related to Notes is the Notes Search function. See the Notes Search section for more information on this feature.
The Notes feature available on TotalPatent, as well as the Notes Search option, are valuable collaboration tools that may aid teams of searchers working on a single project to add annotations to particularly relevant records. Without the Notes tool, these annotations would need to be recorded in shared documents or spreadsheets using third party applications. Through the Notes feature, users can add these annotations directly through TotalPatent.