The Patent workflow begins by searching a global patent dataset using a target patent number. During this process, you create a concept by selecting a section from the target patent to use as a base for conceptual searching. Relativity returns a list of similar patents. A column displays relevancy scores for each patent result. From here, you can add additional concepts, run keyword searches, and apply filters to further narrow your patent list.
Note: You must have a Relativity Patents workspace with the appropriate group and user permissions to perform global searches. Contact the Relativity Patents support team for questions or requests.
To perform a global search:
- From your Relativity Patents workspace, navigate to the Global Search tab.
- Click the + Add Section button.
The Add Section modal window opens.
- Enter an existing patent number in the Patent Number text box.
- Select a section from the Select Section drop-down menu.
Choose whether to hide or show the target patent in the search results. Clearing the Target patent checkbox shows the target patent in the search results, while keeping the box checked hides the patent from the results.
(Optional) Click the Highlight Color icon to change the background color of highlighted text.
- Click Save.
Global patent searches begin by entering a target patent number. The target patent acts as a starting point for the search and is often the patent asserted in a case. You can choose to show or hide the target patent in your search results. Be sure to have a target patent number before continuing.
After entering a patent number, Relativity searches the patent, and then populates the Select Section drop-down menu with the sections it identified.
Relativity searches the global dataset and returns relevant patents to the List view. The List view also displays a column of relevancy scores for each patent, based on the target patent. Use Relativity Patents tools to review and highlight content, view drawings, and create snippets for quick access and claim charts. To run Keyword searches against the patent list, see Keyword searches. To apply filters to global search results, see Filtering patents.