Questel Orbit Tips on Orbit Workfiles share and comment on Patent resutls

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Today’s Tips & Tricks webinar:
• Orbit Workfiles
Pushpak
pushpak@scienceinfoware.com
+91-9004034606

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Four uses:
- Capitalize: archive your patent families
and your designs.
- Appraise: stars, comments, attachments
and user fields.
- Share: create a group of users.
- Utilize: integrated search, analysis
module.
Why use the
Workfiles module ?

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A directory can contain sub-directories or workfiles.
A workfile can contain patent families or designs.
Only directories can be shared.
Created by default, private, can’t be shared.
Reminder:
Directories and
workfiles
• Workfiles are not equal to lists.
• Only workfiles can be shared and appraised.
• Workfiles are associated with the Workfiles
module.
• Lists are associated with the Search module.
• Workfiles are static, but can be manually
updated.
• Lists are automatically updated whenever
opened.

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You can create directories and workfiles from the Search
module and the Workfiles module.
Search module :
Workfiles module :
1st step
Reminder:
Creation
Sub directory
Directory
Optional
2d step

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From the Search module (list, search or alert) or
from the Workfiles module (import).
Reminder:
Feeding
Workfiles
List
Alert Search
Import

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One directory and Many workfiles
In technology segmentation, more than one family can be one
workfile.
Need to continue in order to appraise the patents.
Green wall
Tree

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Appraise
Stars
• From 0 to 5 stars
• Star(s) = one family
• Last assignation
Stars can be used in the filter and the export.
• Same numbers of stars assigned to a selection of
families.

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Appraise
Stars

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Appraise
Comments
Comment(s)
• Family
• Compiled
• Can be modified
or deleted

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Appraise
Comments
• Assign the same
comment to a
selection of
families.
Comments can be used in the export, the filter, or
in the search.

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Appraise
Attachments
• Assign attachment to one family (8 max) or to one
workfile (8max).
Attachments can be used in the search.

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Appraise
User fields:
creation
• 100 user fields maximum.
• 1 user field internal classification.
• Internal classification /Multi-value selection:
more than one value per field.
• Single value selection: just one value per field.
User fields can be used in the export, the
search and the analysis.
Values list

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Appraise
User fields
• Five user fields

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Appraise
User fields:
attribution
• Assign one user field to a family selection
• One or more user field(s)
assigned to one family

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Utilize
Search
• Selection of one workfile, one
directory or the whole portfolio.
• Different searchable data.
• Blocked items and recycle bin are
searchable alone.

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Utilize
Search

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Utilize
Analyze
• Analysis module is available after selecting families
• Saved analysis only.
• All charts are available + user fields charts.
• .

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Utilize
Analyze

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Utilize
Analyze

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Thank You!
Get Started – It’s Free to Test!!
pushpak@scienceinfoware.com
+91-900 4034 606