start guide · 2019-05-20 · • patent numbers, assignee/inventor names, patent classification...

Start Guide

POWERED BY

Introduction

User profil: beginners

Web browsers recommended: IE10 (minimum version),

Chrome

Objective:

This guide presents the major steps to start using the main

features of RAPID4 efficiently.

ATTENTION:

The access to some features presented in this guide

depends on your level of rights and/or your RAPID

subscription.

Please contact your RAPID administrator for more

information. 2

Introduction

Search

Monitor

Collaborate

Share

4

Introduction

Search

SECURED

Use DocDB (EPO database)

in your private cloud

MIXED DATA

Combine public data

with professional ones

ARCHIVE

Set private archives

with access rights

5

Introduction

Monitor

AUTOMATE

Collect new data

automatically and periodically

VISUALISE

Access a dashboard and

user-friendly interface

DISTRIBUTE

Share tailored

results

6

Introduction

Collaborate

ANALYSE

Define analysis forms and ratings

to ease expert reviewing

CONTRIBUTE

Add your own

annotations and reports

CONTROL

Manage user

access rights

7

Introduction

Share

SWISS CLOUD

Strict data protection laws

regarding fishing

discoveries

WORKFLOW

Tailor the information flow for

a fluid reviewing process

CUSTOMIZE

Convey the right information

in the right form

8

Login page

https://app1.rapid.swiss/


https://watch.rapid.swiss/

Step 1: Log into your RAPID platform

Should you need credentials (URL, username, password),

please contact your account manager at CENTREDOC

9

On the right side of the password box, you will find an

”Eye” icon. By clicking on this button you will be able to

visualize your password



https://watch.rapid.swiss/

Main menuStep 2: Select your menu

The navigation pane (located on the left) allows to select the:

a. “Dashboard” (displayed by default) offers a quick overview of your

set of documents

b. “Monitoring” shows the shared and/or dedicated technology

monitoring projects

c. “Collections” gives access to your dedicated searches

d. “My Collection” is your personal workplace where you can save

your relevant documents

e. “Searches & Alerts” enables to search and set up alerts within

RAPID (i.e. the set of documents present in the monitoring and/or

collections features)

f. “PatFinder” is the online search engine to securely find patents

within the 90 millions patents collection

g. “Inpadoc” allows to monitor any change(s) in the legal status of a

patent

a

b

c

f

d

e

g

10

DashboardStep 3: Dashboard – get a quick overview of your set of documents

Dashboard displayed by default once logged into your RAPID platform

Latest update availableNumber of documents in

the last updateDate of your last visit

Total number of visitsEvolution of the

number of documents

in the latest updates

Document repartition

of your last update per

topic

The most viewed

documents in your

RAPID solution, all

users combined

Your saved searches,

ready to run !

Your assigned alerts

11

Monitoring / CollectionsStep 4: Monitoring or Collections - List your documents

To list the documents, use the “Filters” box to:

a. Select the updates and type of records to view

b. Filter documents based on the actions which have been taken on

them - Annotations, Links, Read, Unread, Updated (optional)

c. Filter by keyword in title and abstract (optional)

d. Turn on to see the number of documents in each category

e. Select the category(ies) associated with the desired records

(OR operator applied when checking multiple categories)

f. Choose to see only the documents which have been added to the

system since your last login

g. Sort the documents in your preferred order (optional)

h. Turn ON and OFF the button to maintain filters when logging out

a

b

e

g

12

d

h

c

f

Monitoring / Collections

Step 4: Monitoring or Collections - List your documents

To list the documents, use the “Filters” box to:

i. Reset individual filter sections

j. Reset all filter sections at once

k. Click on [Apply] to generate your list

i

13jk

List optionsSelect your preferred

view with this button

Toolbar available from the list

to focus on the document

directly

Select the number of records

to display per pageStep 4a: Useful options available from the list view

14

Add Publications into RAPID and Patents to My Collection

Export your selecteddocuments

Share in an email yourselected documents

Define and activate yourhighlighting profile

Manage the documents –

Admin rights required

Download from externaldatabases into RAPID thePDF of patents

Select the action based on which the

documents will be filtered (optional)

Simple text searchStep 4b: Use the ”Simple Text Search” to run quick and simple searches

15

Enter your keywords

Limitations:

• Maximum number of keywords allowed: 2

• Boolean operators not allowed

• Patent numbers, assignee/inventor names,

patent classification codes not allowed

Select the updates and type of records

to search on

Select the category(ies) to search on

Click on [Apply] to run your search or

press [Enter] on your keyboard (this

works only for ”Simple Text Search”

box)

1

2

4

6

To clear your search:

1. Empty the ”Simple Text Search” box by

deleting the word or by clicking on

button

2. Click [Apply] or press [Enter] on your

keyboard (this works only for ”Simple

Text Search” box)

3. Click on the [Reset all] button

IMPORTANT NOTICE:

Your search remains active until you clear it

3

Select to see only the documents

which have been added to the system

since your last login (optional)5

Simple text searchStep 4b: Use the ”Simple Text Search” to run quick and simple searches

16

The documents resulted from the ”Simple Text Search” will contain the searched word which will be highlighted in red.

Actions on the list

Once the option selected, the action

windows appear on the right side to let

you operate on the list

Click on the dedicated button to

complete your action: [Export] or

[Apply] or [Save]

17

Step 4c: How to work on your selected documents

There are 5 options you can choose:

a. Export your selected records

b. Download into RAPID the PDFs of patents

c. Share your selected documents

d. Define and activate your highlighting profile

e. Manage the documents – Admin rights required

To close the action windows, click

again on the dedicated button or on the

”x” button

1

2

4

a b c d e

3

Actions on the list

18

Step 4ca: Select actions to work on your selected documents

Select ”Export” to open (or close) this

feature (window located on the right) From any list, select the documents to export. There are 3

ways in which you can select documents:

o Tick ”Select all” checkbox which selects all the

documents from the list

o Tick ”Select page(s)” which allows to select only the

documents from some pages

o The checkbox (located on the left side of each

document) allows to select the desired record

1

Select the export format via the drop-down list2

Click [Export] to get your list in the required format3

Actions on the list

19

Step 4cb: Select actions to work on your selected documents

Select ”Download” to download into

RAPID the representative PDF or the

PDFs of the family members

From any list, select the documents for which you want to

download the PDF. There are 3 ways in which you can

select documents:



o Tick ”Select page(s)” which allows to select only the

documents from some pages



1

Once the action is complete you will see a log with the

summary

2

When going into the detail page of the document you will

see that the PDFs are downloaded

3

Actions on the list

20

Step 4cc: Select actions to work on your selected documents

Select ”Share” to share your selected

documents in an email

Fill in the ”Recipient(s)”, ”Subject” and ”Signature”

boxes.

The ”Body” of the email contains the title of the

documents, a short description and the link to RAPID.

2

Click [Send] to send your email3

There are 3 ways in which you can select documents:



o Tick ”Select page(s)” which allows to select only

the documents from some pages



After selecting the documents, click on ”Share” .

NOTE! You cannot share more than 100 documents in

an email.

1

Actions on the list

21

Step 4cd: Select actions to work on your selected documents

Select ”Highlights” to open (or

close) this feature (window

located on the right)

Define your highlighting profile:

o Enter keywords to highlight in documents

o Use comma to separate keywords

o Truncations are allowed

o Highlighting is limited to 5 colors per profile

[Save] your highlighting profile3

Truncations allowed:

* to replace any number of characters

? to replace zero or one character

Create multiple Highlight Profiles by

clicking on and delete a profile by

clicking on

2

1

Click on ON/OFF button to activate or deactivate

your highlighting profile on your current page

4

Export a Highlight Profile by clicking on

Import a Highlight Profile by clicking on

5

Actions on the list

22

Step 4ce: Select actions to work on your selected documents

Select ”Documents Management”

to open (or close) this feature

(window located on the right)

Use this feature to:

o Add (or remove) (sub)category(ies)

o Change the update tag

o Remove category(ies)

o Delete documents

From any list, select the documents to manage1

2

Click on [Apply] to validate your action(s)

3

Admin rights are required to use this feature

Toolbar

For a document, use the toolbar to:

a. Access the images

b. Add annotations

c. Insert an hyperlink

d. Download the original document in pdf format

e. View the legal status information

f. Apply ratings

g. Get a quick view of the record

h. Add document to ”My Collection”23

a c e gb d f

Step 4d: Use the toolbar to focus on a document

h

Quick View

Select [Action] to print

or share the record

24

Click the symbol to reach and

select the “Action” options

Step 4e: Click on to open the “Quick View” pop-up window

Ratings

Expert ratings are

color-coded

Apply your rating

Select the “Ratings” icon located in the

toolbar to have direct access to the feature

You can define your own rating form - administration rights required25

Step 4f: Click on the “Ratings” feature to apply your expert rating

Ratings

26

New display of Ratings: ”Workflow” view

From ”Views” choose ”Workflow” to see the

entire list of ratings displayed directly in the

document summary

1

Click directly on the label to activate or

deactivate one rating

2

Detailed view

Right-side window

displays the first image

Drag and drop the windows to

customize your work space

Get details on your

selected record

27

Step 4g: Click on the document title for a detailed view

Detailed view

28

Step 4h: Click on the “BIBLIOGRAPHY” tab to access additional fields

Get details on your

selected record

Detailed view

29

Step 4i: Click on the “FAMILY” tab to reach the family members

Click on the icons to view the:

1. PDF document

2. Images

3. Description

4. Claims

All the icons direct to information available on

the EPO (espacenet) web portal

Detailed view

30

Step 4j: Click on the “CLAIMS” tab to display the patent claims

Select this icon to see the claims of the other

family members imported in RAPID

To view the claims of a specific family member, go to the “FAMILY” tab to

select the corresponding icon (see previous slide)

Links feature

31

Step 4k: Click on the “LINKS” tab to view the link(s)/attachment(s) added to the document

Add your link(s)/attachment(s) to

the document via this button

Admin rights are required to use this feature

Analysis module

Select the type of analysis

template you want to fill

Define your own analysis form(s) -

administration rights required

32

Step 4l: Select the “Analysis” tab to perform strategic analyses

Example of analysis form

Subscription required to use this

feature

My Collection

33

Step 5: Save your most relevant documents in a personal space for further reviewing

a. Click on the “Star” icon to save one document in “My Collection” ->The icon will turn yellow

b. To view your saved documents, go to the menu: ”My Collection”

c. Click again on the “Star” icon to remove one document from ”My Collection” -> The icon will

turn grey

Hit the star icon

Limitations:

• My collection cannot be shared

• Only one category available in this space

Searches & AlertsStep 6: Search & Alerts – search for records & set up

alerts

A. Search for records within your dataset

(those present in your RAPID4 platform)

a. Select the “Advanced Search” interface to benefit

from all the search options available

a

34

Searches & AlertsStep 6: Search & Alerts – search for records & set up alerts

B. Set up alerts to be notified when new patents

matching your pre-defined criteria are added to your

RAPID4 platform

a. Run your search via the “Advanced Search”

interface

b. Click on the “Disk” icon from the “Last Searches”

interface

c. Select the “Alerts” tab from the pop-up window

d. Set the alert options:

i. Status: to activate/deactivate the alert

ii. Periodicity: to run the alert daily, weekly or

monthly

iii. Recipients: to notify users and/or

departments – Administration rights required

e. Click on the [Save] button to save your alert

ii

i

iii

e

c

ba

35

PatFinder beta versionStep 7: PatFinder (Beta version) - search for patents online

securely

A. Select “Patent Search”

a. Run your search using the dedicated search box

located on the right

b. Click on the [Search] button to get the matching

patents

Note:

From the resulting list, you can quickly identify the

records already present in your platform RAPID4

(with a blue stamp) and those that are not (with

the (+) sign).

A

Simple keyword search in

title and abstract directly

36

Click the (+) icon to import the patent

directly via the “Fast import” page

PatFinder beta versionStep 7: PatFinder (Beta version) - search for patents online

securely

B. Select “Fast import” to add the desired patent(s)

retrieved with PatFinder to your RAPID platform

a. To do so, you need to:

• Enter the patent number(s) of the records that

you wish to import

• Specify where your documents will be

imported: the update and category – Admin

rights required

• Click on the [Start Import] button to validate

your import

Note:

Once clicked, the RAPID4 solution imports the

bibliographic data as well as the first image of

the searched patents

B

37

Admin rights are required to select categories

InpadocStep 8: Inpadoc - monitor patent legal status

a. Enter the publication number via the dedicated box

b. Click on [View] to display the patent information in a

pop-up window

c. Select the family member to monitor by clicking (+)

38


feature

InpadocStep 8: Inpadoc - monitor patent legal status

a. Click on the (+) icon to:

i. Select what legal change will be monitored

ii. Notify when new members join the family

iii. Share this alert with other persons

iii

i

ii

39


feature

Questions?

CENTREDOC

Business Intelligence and Technology Monitoring

Address: Jaquet-Droz 1, CH-2002 Neuchâtel

Email: [email protected]

Website: www.centredoc.swiss

Telephone: +41 32 720 51 31

POWERED BY

mailto:[email protected]

http://www.centredoc.swiss/