Workspace tabs

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.

This page contains the following information:

List

The List tab displays a list of patents returned for each search index, along with columns of relevancy scores. The relevancy scores directly correspond to the search index selected. Scores will change as you switch from one search index to another.

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

To show family patents, click the arrow next to the FamilyID.

List View

List view display

The List view displays the Family ID, Patent ID, and concept scores for each patent returned in the index search. Patent families are groups of related inventions. To view patent families, click the arrow icon next to the Family ID. If no arrow exists, the patent is not part of a family in the search results.

Patent Families

Download the List view as a CSV file

You can download the List view contents as a CSV file. To download the List view content, click the Export button located at the bottom of the list section.

Downloading the List View

Provide a filename, and choose to include the associated Family.

The CSV file displays the Family ID, Patent ID, concept and section relevancy scores, and keyword search results (Y/N).

Downloaded List View

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. Click the Snippet tab to view relevant snippets.

Snippet View Tab

You can manage your cards by the following:

  • Click the arrow to the right of the Patent ID to show or hide other snippets from the same patent.
  • Click the Plus (+) sign to the left of the snippet text to save the snippet or click the Minus (-) sign to unsave the snippet.
  • Any Notes added to the snippet appear just below the snippet text.
  • A color coded relevancy score appears to the right of the snippet content.
    Snippet Blocks

  • 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.
    Snippet with no relevancy score

  • Click the snippet card to jump to the snippet in the Patent Viewer.
    Open a Snippet in the Patent Viewer

  • The color coded Relevancy score is also reflected when the pop-out window is opened.

Use the following steps to add snippet notes or link the snippet to concepts or sections:

  1. Begin by clicking the Edit link found at the bottom of the snippet card.
    A modal window opens.

  2. Enter your notes into the field below the Notes tab.
    Entering Snippet Notes

  3. 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.
    Associating Concepts

  4. 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.
    Save or Delete Snippets

Highlighting snippets

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

Highlight Mode

Use the Highlight > One control option to highlight a selected snippet in the Patent Viewer.

Use the Highlight > All control option to highlight all snippets in the Patent Viewer. The highlight color reflects the Highlight icon in the snippet card. This is helpful if you are searching for a particular snippet within the patent.

Highlight All

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.

Hide or show images with the Figures toggle

Click an image to open all the figures in a separate window. From here, you can zoom in and out, and rotate images.

Figures popout window

Additionally, you can view the patent information by clicking the txt toggle icon.

pop-out toggle patent viewer

Saved

Saved snippets and patents appear on the Saved view. To access saved content, click the Saved tab. Saved results display a Highlight icon that corresponds in color with a concept or snippet. Similar to snippets, saved patents appear as cards. Click a card to open the patent in the viewer.

Saved Results

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

Chart

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

Claim Charts

Adding content to the Chart list

Adding claim chart content is the same as manually adding a snippet, with the exception that you add it from the Chart tab. Use the following steps to add a snippet to the Chart view:

  1. From the List tab, click a Patent ID to open the file in the Patent Viewer.

  2. Click the Chart tab so that it is active.

  3. Select text from the open patent in the viewer.
    The Note modal window opens.

  4. Enter your comments in the Notes text box.
    Later, when you export the Chart list, you can select whether or not to include the comments field.
    Entering notes for claim chart content

  5. (Optional) Click the Concepts tab and check the appropriate boxes to link the snippet to concepts and sections.
    Link content to concepts and sections

  6. Click Save.
    The snippet appears as a card on the Chart view.

    7. 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.
    Snippet with no relevancy score

Exporting a claims chart

Exporting a claims chart generates an Excel file that you can save to you local drive, then edit as needed. Use the following step to export the Chart list:

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

  2. Enter a Report Name.
    Enter a claim chart report name

  3. Select Excel (.xlxs) or Word (.docx) as the File Type.

  4. Select a View.
    You have two view options:

    • Default - a fixed field view with the following fields: Concepts, Reference, Section, Snippet, and Notes. You can add or remove fields to this view, but it always defaults to the original five fields.
      Claim chart default fields
    • My View - this view begins with the five default fields. You can add or remove fields. This view saves the latest field settings upon exit, making them available the next time the My View option is selected.
      My View default fields

  5. Click Export.

  6. A confirmation window appears. Click OK.

  7. Open the Excel file from your local downloads folder. You can further edit content as needed as the file is independent from Relativity Patents.
    Exported claim chart

  8. If a .docx Word file is chosen as the File Type, the fields selected from My View will be reflected in the exported document.