Search Approaches

Concepts are queries that search for conceptually similar content, based on phrases or keywords you enter. As part of the global search process, Relativity provides basic concepts for you in most cases, or you can add your own. An example of a concept is "A speaker in the main body portion that produces a first sensor output; a first sensor in the main body portion that produces a first sensor output."

Sections are queries that search for conceptually similar information, based on text from an existing patent. An example of a section is "Patent Number: 12345; Section: Claim 1; 1. A craft using an inertial mass reduction device..."

After saving a concept or section, you see a new column in the List view indicating the relevancy score. The higher the score, the more conceptually similar the patent. You can sort the scoring order for any concept column from ascending to descending, then compare scores for the best results to your search.

In the event you already have known results from another source, you can bring those results into Relativity patents as well.

This page contains the following information:

Concept and section scores

The List view displays a column for each concept and section. The columns contain numbers that represent the relevancy score of the concept or section against the search index.

Relevancy Scores for Concepts

Adding a concept

Use the Add Concept drop-down menu to add a concept. You can add as many concepts as you need. After adding a concept, you see a new column in the List view that displays the concept's relevancy score for each patent. To add a concept:

  1. Click the Add Concept drop-down menu.
    The Add Concept modal window opens.

  2. Enter a Name.

  3. Enter the Concept Text.

  4. Click the Highlight Color icon to assign a specific color to the concept.

  5. Click Save.
    After saving the concept, the List view automatically updates with the new concept column and scoring.

Add Concept

Editing a concept

After you edit a concept, the List view updates with a new relevancy score. To edit a concept:

  1. Click the Edit icon.
    The Add Concept modal window opens.

  2. Edit the Name and Concept Text fields.

  3. If you want to exclude the Target patent and family, click the Suppress Target Patent checkbox.

  4. Edit the Concept Highlight Color by clicking the icon.

  5. Click Save.
    After saving the concept, the List view automatically updates with the new concept column and scoring.

Edit a concept

Deleting a concept

To delete a concept, click the Delete icon.

Note: There is not a confirmation when deleting concepts. You should be certain you want to delete the concept before clicking the Delete icon.

Delete a concept

Adding a section

Use the Add Concept drop-down menu to add a section. You can add as many sections as you need. After adding a section, you see a new column in the List view that displays the section's relevancy score for each patent. To add a section,

  1. Click the Add Concept drop-down menu and select Add Section.
    The Add Section modal window opens.
  2. Enter an existing Patent Number and specify if you would like this to be a target patent by clicking the checkbox.

Note: A target patent is often the patent of interest in a search. by flagging a target patent, you have the ability to show or hide it in the list of results (link to workspace tabs)

  1. Select the appropriate list item from the Select Section drop-down menu.
  2. If the selected section has elements defined, a new drop-down menu appears with the prompt, Select Element. Here, you can select an element to narrow the search scope further. The Name and Concept Text fields populate automatically.

  3. Select a Highlight Color to make the section easily identifiable.

  4. Click Save.

Adding a Section

Importing patents

Use the Import patents button to enter a patent or a list of patents to compare and analyze your workspace further.

Note: The number of patents you can enter is limited to 20.

The best match is returned, or a list of any entries that have multiple matches as unresolved will appear in the right panel.

  1. Click the Import button

  2. A list of patents can be copied into field, but must be separated by a space, semicolon, colon, comma, underscore, carriage return, or period.

  3. Click Save. Once saved, the imported list will appear in the concepts and sections panel. Any user input that doesn't resolve to a single patent number will show up with a choice of unresolved patents to select from on the right.

Click the pencil icon to edit the list.

For more information on filtering options for imported patents, see Workspace Tabs, List view display .