POWERED BY. Start Guide

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Hilary Martin
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1 POWERED BY Start Guide

2 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

3 Introduction Securized 100% proprietary Swiss hosted Compatible Patents Publications Web Internal data Evolutive Customisation Hosting Collaborative Categorize Share Comment Workflow 3

4 Introduction Search Monitor Collaborate Share 4

5 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

6 Introduction Monitor AUTOMATE Collect new data automatically and periodically VISUALISE Access a dashboard and user-friendly interface DISTRIBUTE Share tailored results 6

7 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

8 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

contact your account manager at CENTREDOC https://app1.

9 Login page Step 1: Log into your RAPID platform Should you need credentials (URL, username, password), please contact your account manager at CENTREDOC

Main menu Step 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.

10 Main menu Step 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 d e f g 10

the number of documents in the latest updates Total number of visits The most viewed documents in your RAPID solution, all

11 Dashboard Step 3: Dashboard get a quick overview of your set of documents Dashboard displayed by default once logged into your RAPID platform Latest update available Number of documents in the last update Date of your last visit Evolution of the number of documents in the latest updates Total number of visits The most viewed documents in your RAPID solution, all users combined Document repartition of your last update per topic Your saved searches, ready to run! Your assigned alerts 11

12 Monitoring / Collections Step 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. Run simple searches to find the related documents (optional) c. Turn on to see the number of documents in each category d. Select the category(ies) associated with the desired records (OR operator applied when checking multiple categories) e. Sort the documents in your preferred order (optional) f. Turn ON and OFF the button to maintain filters when logging out a b c d 12 e f

13 Monitoring / Collections Step 4: Monitoring or Collections - List your documents To list the documents, use the Filters box to: g. Reset individual filter sections h. Reset all filter sections at once i. Click on [Apply] to generate your list g 13 h i

Step 4a: Useful options available from the list view Add Publications and Patens to my Collection Select your preferred view with this button List options Select the number of records to display per

14 Step 4a: Useful options available from the list view Add Publications and Patens to my Collection Select your preferred view with this button List options Select the number of records to display per page Export your selected documents Share in an your selected documents Toolbar available from the list to focus on the document directly Define and activate your highlighting profile Manage the documents Admin rights required 14

15 Step 4a: Use the Simple Text Search to run quick and simple searches Simple text search Limitations: Maximum number of keywords allowed: 2 Boolean operators not allowed Patent numbers, assignee/inventor names, patent classification codes not allowed 1 2 Select the updates and type of records to search on Enter your keywords IMPORTANT NOTICE: Your search remains active until you clear it 3 Select the category(ies) to search on 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 4 Click on [Apply] to run your search or press [Enter] on your keyboard (this works only for Simple Text Search 15 box)

16 Step 4a: Use the Simple Text Search to run quick and simple searches Simple text search The documents resulted from the Simple Text Search will contain the searched word which will be highlighted in red. 16

Actions on the list Step 4a: How to work on your selected documents 1 2 3 4 1 There are 4 options you can choose: o Export your selected records o Share your selected documents o Define and activate

17 Actions on the list Step 4a: How to work on your selected documents There are 4 options you can choose: o Export your selected records o Share your selected documents o Define and activate your highlighting profile o Manage the documents Admin rights required 2 Once the option selected, the Actions window appears 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] 3 To close the Actions window, click again on the dedicated button 17

Actions on the list Step 4aa: Select actions to work on your selected documents Select Export to open (or close) this feature (window located on the right) 1 From any list, select the documents to

18 Actions on the list Step 4aa: Select actions to work on your selected documents Select Export to open (or close) this feature (window located on the right) 1 From any list, select the documents to export: o The «Select all» box (located above the list) allows to select all documents of the displayed list o The checkbox (located on the left side of each document) allows to select the desired record 2 Select the export format via the drop-down list 3 Click [Export] to get your list in the required format 18

Actions on the list Step 4ab: Select actions to work on your selected documents Select Share to share your selected documents in an email 1 There are 2 ways in which you can select documents: o Tick

19 Actions on the list Step 4ab: Select actions to work on your selected documents Select Share to share your selected documents in an 1 There are 2 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 After selecting the documents, click on Share. 2 Fill in the Recipient(s), Subject and Signature boxes. The Body of the contains the title of the documents, a short description and the link to RAPID. NOTE! You cannot share more than 100 documents in an . 3 Click [Send] to send your 19

Actions on the list Step 4ac: Select actions to work on your selected documents Highlight your keywords to quickly identify the most relevant documents Select Highlights to open (or close) this

20 Actions on the list Step 4ac: Select actions to work on your selected documents Highlight your keywords to quickly identify the most relevant documents Select Highlights to open (or close) this feature (window located on the right) Truncations allowed: * to replace any number of characters? to replace zero or one character 1 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 color per profile 2 [Save] your highlighting profile Click on this button (and then [Save]) to activate or deactivate your highlighting profile on your current page 20

21 Actions on the list Step 4ad: Select actions to work on your selected documents 1 From any list, select the documents to manage Select Documents Management to open (or close) this feature (window located on the right) Admin rights are required to use this feature 2 Use this feature to: o Add (or remove) (sub)category(ies) o Change the update tag o Remove category(ies) o Delete documents 3 Click on [Apply] to validate your action(s) 21

22 Toolbar Step 4b: Use the toolbar to focus on a document a b c d e f g 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 22

23 Quick View Step 4c: Click on to open the Quick View pop-up window Click the symbol to reach and select the Action options Select [Action] to print or share the record 23

24 Ratings Step 4d: Click on the Ratings feature to apply your expert rating Select the Ratings icon located in the toolbar to have direct access to the feature Apply your rating Expert ratings are color-coded You can define your own rating form - administration rights required 24

25 Detailed view Step 4e: Click on the document title for a detailed view Right-side window displays the first image Get details on your selected record Drag and drop the windows to customize your work space 25

26 Detailed view Step 4f: Click on the BIBLIOGRAPHY tab to access additional fields Get details on your selected record 26

27 Detailed view Step 4g: 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 27

28 Detailed view Step 4h: 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) 28

29 Links feature Step 4i: 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 29

30 Analysis module Step 4j: Select the Analysis tab to perform strategic analyses Subscription required to use this feature Example of analysis form Select the type of analysis template you want to fill Define your own analysis form(s) - administration rights required 30

Click on the STAR icon to save it in My Collection c.

31 Step 5: Save your most relevant documents in a personal space for further reviewing To save a document in your dedicated space: a. Select the document (from any list) to reach the detailed view b. Click on the STAR icon to save it in My Collection c. To view your saved documents, go to the menu: My Collection Hit the star icon My Collection Limitations: My collection cannot be shared Only one category available in this space 31

32 Searches & Alerts Step 6: Search & Alerts search for records & set up alerts A. Search for records within your dataset (those present in your RAPID4 platform) a a. Select the Advanced Search interface to benefit from all the search options available 32

Searches & Alerts Step 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.

33 Searches & Alerts Step 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 a c i ii iii b e 33

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

Run your search using the dedicated search box located on the right b.

can quickly identify the records already present in your platform RAPID4 (with a blue

34 PatFinder beta version Step 7: PatFinder (Beta version) - search for patents online securely A. Select Patent Search A 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). Simple keyword search in title and abstract directly Click the (+) icon to import the patent directly via the Fast import page 34

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

35 PatFinder beta version Step 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 Admin rights are required to select categories 35

Inpadoc Step 8: Inpadoc - monitor patent legal

36 Inpadoc Step 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 (+) Subscription required to use this feature 36

37 Inpadoc Step 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 Subscription required to use this feature i ii iii 37

38 Questions? POWERED BY CENTREDOC Business Intelligence and Technology Monitoring Address: Jaquet-Droz 1, CH-2002 Neuchâtel Website: Telephone:

Quick Guide 1: Legal Analytics

Quick Guide 1: Legal Analytics Court Analytics 1. Go to Courts & Judges from the menu bar. 2. Enter the name of the court in the Search for Courts keyword search box on the left, and hit enter. 3. This