Workspace tabs (views)

There are four view tabs available in Relativity Patents: List, Snippet, and, Saved, and Chart.

List - displays patents and patent families returned from the search index.
Snippet - displays snippets or brief sections of patent content, that may be relevant to the patent search.
Saved - displays snippets saved during the review process for easy access and convenience.
Chart - displays a list of snippets that you can export as an Excel claims chart.

This page contains the following information:

List

The List tab displays a list of patents with concepts, sections, and filters applied, along with columns of relevancy scores. The relevancy score columns correspond to the sections and concepts; the higher the score, the more relevant the document.

Note: As the search results are linked with concepts and sections, you must enter at least one concept or section to see results.

List view display

The List view displays patents and patent families, along with relevancy scores generated from concepts and sections. To view patent families, click the arrow icon next to the patent number. If no arrow exists, the patent is not part of a family in the search results. Some patents may have an icon displayed next to the patent number. For icon descriptions, see List View icons.

Showing and hiding patents

You can hide or show target, cited, saved, or imported patents by clicking the Hide or Show Patents icon. Select from the list of options to hide or show specific groups of patents. Patents are not removed from the search results, they are only hidden from the List view.

Export the Patents list

To export the list of patents, click the Export button at the bottom of the screen. Note that hidden patents are not included in the exported list.

Enter a File Name. To include associated family files, toggle the Include Family so that it is active. Click Export.

The .csv file displays details for each patent such as IDs, title, priority date, publication date, filing date, status, owner, inventor, CPC, agent, applicant, assignee, country, and relevancy scores for concepts and sections.

Figures toggle

Use the Figures toggle to show or hide image thumbnails in the List view. You can get a visual idea of the patent scope by reviewing figures. This helps to reduce the overall review time, as you can assess whether or not the patent is relevant to your search.

To show figures in the List view, click the Figures toggle so that it is active. A new column, Figures, appears. The column contains thumbnails of the patent's figures. Hover over a thumbnail to zoom in. Use the scroll bar or arrows in each row to see all associated figures.

Click an image to open the patent and its images in a new window. From here, you can:

A. Scroll through the patent's image thumbnails. Click a thumbnail to open it in the image viewer.
B. Click the image in the image viewer to zoom in or out.
C. Use the rotate icons to rotate the image right or left.

To show or hide patent text and snippets, click the Toggle Patent icon.

To change the pane orientation, click the Toggle Figures icon.

Vertical panes

Vertical Figures Panes

Horizontal panes

Horizontal Figures Panes

Snippet

Snippets represent the search results from concepts and sections. For example, after you enter a concept or section, a conceptual search runs and returns a list of results, or snippets.

Managing snippets

You can manage snippet cards by the following:

To show all of the snippets for a single patent, click the arrow icon just right of the patent number. Click the arrow once again to collapse the patent's snippets.
To remove a snippet, click the Unsave Snippet icon.
Any Notes added to the snippet appear in bold below the snippet text. After adding a note, an Edit link appears. Use this link to edit your notes, or to manage concept and section associations. You will not see the edit link unless the snippet has notes added.
- For more information on adding or editing snippet notes, see Snippet card notes.
The linked concept or section highlight color appears as a box to the right of the snippet content. If there is a relevancy score, the score is located within the box.

Note: Snippets added manually do not have relevancy scores. The background color defaults to yellow if you do not link the snippet to a concept or section.

Opening the snippet in the Patent Viewer

To view the snippet in the Patent Viewer, click the snippet card. The patent opens in the viewer and jumps to the snippet text.

Snippet card notes

Use snippet card notes to add any comments to a snippet, or to link the snippet with a concept or section.

To add a note for the first time:

Click the snippet card to open the patent in the Patent Viewer. The viewer jumps to the snippet text. Click the highlighted text to open the Notes modal window.

Note: If you are manually adding a snippet and there is not a card yet, click a patent in the List view to open it in the viewer. Select the text you want to include in the snippet. When you release your mouse, the Notes modal window opens.

Enter your notes into the field below the Notes tab.
Click the Concepts tab to link the snippet with a concept or section. Check or uncheck the boxes next to the concepts and sections to link or unlink the snippet.
Use the buttons in the lower right corner of the card to save or delete the snippet. Click the Copy to clipboard button to copy the snippet text to your computer's clipboard. The content is then available to paste into other applications outside of Relativity Patents.

Highlighting snippets

Use the Highlight radio buttons to control how snippets appear in the Patent Viewer.

Select Highlight > One to highlight a selected snippet in the viewer.
Select Highlight > All to highlight all of a patent's snippets in the viewer.
Select Highlight > None to turn off snippet highlighting.

Saved

You can save a patent for future access from the Patent Viewer. In this way, you have a list of the most relevant patents with snippets and annotations in one location. To view saved patents, click the Saved tab.

Saving patents from the Patent Viewer

To save a patent, first open it in the Patent Viewer. You can open a patent from the List view, or by clicking any snippet. Click the Save Patent button. The patent is now saved to the Saved view.

Removing a saved patent

Open the patent in the Patent Viewer. Click the Unsave Patent button. The patent is removed from the Saved view.

Managing saved patents

Manage your saved patent cards in the same manner as snippet cards. From the card, you can add or edit snippet notes, remove snippets, view the relevancy score, and open the patent in the viewer. For more information on managing the patent card, see the section on Managing snippets.

Exporting the saved patents list

Click the Export button to download an Excel file that includes the list of saved patents and their associated Metadata.

To export the saved patents list:

Click the Export button at the bottom of the Saved view.
On the Saved Report modal window, enter a Report Name and choose if you want to Include target patent claims and elements on export in your report. Checking the box includes the data, while leaving the box unchecked excludes the data.

Click Export. The file is downloaded to your default download location on your computer.

Chart

Use the Chart view to gather and organize content as a claim chart. You can export content saved to the Chart view as an Excel file, and then further edit it as needed.

Adding content to the Chart view

Adding claim chart content is the same as manually adding a snippet, with the exception that you add it with the Charts tab active.

To add content to the Chart view:

From the List tab, click a Patent number to open the file in the Patent Viewer.
Click the Chart tab so that it is active.
Select the text from the open patent that you want to include in your claim chart.
The Note modal window opens.
Enter your comments in the Notes text box.
Later, when you export the Chart list, you can select whether or not to include the Notes field.

(Optional) Click the Concepts tab and check the appropriate boxes to link the snippet to concepts and sections.
Click Save.
The snippet now appears as a card on the Chart view.

Note: Snippets added manually do not have relevancy scores. The background color defaults to yellow if you do not link the snippet to a concept or section.

Exporting a claims chart

Exporting a claims chart generates an Excel file that you can save to your local drive, then edit as needed

To export a claims chart:

Click the Export button at the bottom of the Chart list.
The Claim Report modal windows opens.

Enter a Report Name.
Select a format from the Report Format drop-down menu.

Select the checkbox next to Include all target patent claims and elements on export to include the target patent. Leave the checkbox unchecked if you do not want to include the target patent.

Click Export.
A confirmation window appears. Click Okay.
Open the file from your default downloads folder. You can further edit content as needed as the file is independent from Relativity Patents.

List view icons

Some patents in the List view display an icon next to the patent number. Where a patent may have more than one relevant icons, the following icon priority takes place: Target, Import, Saved, then Cited.

The table below lists the icons and their descriptions:

Icon	Name	Description
	Target	Documents with the Target icon are marked as target patents. Target patents are often the patents asserted in a case.
	Import	Documents with the Imported icon were manually imported into the List view.
	Saved	Documents with the Saved icon are saved to the Saved view. To unsave a document, open it in the viewer, then click the Unsave Patent button.
	Cited	Cited patents have either been cited by you in your patent research, or where the patent itself is cited as part of another patent's research.
	Family	This icon indicates the patent has family members. Click the icon to show or hide families.