What Are The Best Practices To Adopt When Creating My First Workspace?

When you create your first Workspace there are a few best practices that you can employ to get the most out of it.

Uses Of A Workspace

One of the main uses of a Workspace is the ease with which it allows you to track either a competitor or technology space.

The best way of doing this is by setting up an Automatic Update and Email Alert for this Workspace. It should also be noted that these two options will only be attached to one folder, not the entire Workspace.

An Automatic Update will rerun a search query and will enable your Workspace folder to be filled up with any new patents that match the original search query. You can access this option by going to the "Data Management" tab and clicking on "Automatic update & expansion":

An Email Alert will notify you of various changes that have occurred for the patents within that folder. You can access this by going to the "Analysis & Alerts" tab:

A few important points to note about some of the different email alert options are as follows:

• New Patent - This will alert you to any new application, patent, or new member of an existing family.
• Family (Simple, INPADOC, and Patsnap family) - A subset of "New Patent" only referring to new family members.
• Legal Alerts - Any legal status change of any patent in the Workspace.
• Annotation Alerts - updates on comments and custom fields

It should also be noted that the settings are proprietary to each individual Workspace and do not automatically apply across Workspaces.

As with the search results you are able to change the family grouping settings for a Workspace. To change the family settings, go to the "Data Management" tab within a Workspace and then click on the Group Settings:

Under the "View Settings" tab you can change the display settings for the results, with the options here being Table, Standard, Full Image, and Thumbnail: