Using the Result List

Accessing the Result List
Information Provided in the Result List
Open the Drawing Viewer to view all drawings:
Using the Highlighting Functionality
Customizing the Family Viewer
Selecting Patent Families in the Result List
Using the Viewed Functionality
Using the Tagging Tool in the Result List

Accessing the Result List

Use the Result List template to view a list of patent families including full-text data and drawings.

	Define your search query in the search panel.
	Under "Analysis Templates," search for the template "Result List." If it is not displayed right away, you can enter "Result List" into the search box.
	Select the template "Result List."

Information Provided in the Result List

The Result List includes a list of the patent families returned in your search results and a Family Viewer. The Family Viewer is arranged in cards. Each card provides a different set of information on each patent family.

	By default, the Result List is sorted by the Competitive Impact. Click on "Competitive Impact" to adjust the sorting direction or to sort by a different measure or attribute.
	The cards in the Family Viewer provide overviews of the indicators, family members, prior and subsequent art, legal status, tags, and technology classification of the patent family displayed.

You can also check the legal status and the legal events of the entire patent family or of each of the family members.

	In the top right corner of the Family Viewer, you can check the legal status of the patent family: it can be in force, pending, or inactive.
	In the "Family Members" card, you can check the legal status of each document that belongs to the patent family.
	Click on the legal status symbol of a document of interest to have its legal events displayed.
	Use the search box in the "Legal Events" dialog to filter for a document of interest.
	Click on the copy icon to copy the legal events to the clipboard.

Use the Result List to view English versions of the title, abstract, claims, and description, and the drawings of any member of the patent family.

	Click on a family member of interest to open the Document Viewer.
	Alternatively, you can open a document of your choice as PDF file or in Espacenet.
	In the Document Viewer, click on the arrow symbols to browse through all documents of the family.
	In the Document Viewer, you can view the abstract, claims, description, and drawings of each family member directly in PatentSight.

Open the Drawing Viewer to view all drawings:

	Click on a drawing of interest to enlarge it
	You can also rotate and zoom drawings using the respective icons.
	Click on the arrow symbols or use the arrow keys of your keyboard to browse through the drawings.

Using the Highlighting Functionality

The highlighting functionality allows you to have keywords of your choice highlighted throughout the entire Result List, i.e., in the title, abstract, claims, and description of each document in your search results.

Enter one or more keywords you want to have highlighted into the highlighting box.


If you enter multiple space-separated terms, these terms will be highlighted in different colors.

The highlighting functionality can only highlight exact sequences of characters. For example, if you enter "CTE" into the search window of the highlighting functionality, the character sequence "cte" will be highlighted everywhere it appears, including terms like "connected", "protected" or "contacted"

Note: The highlighting functionality does not support the use of wildcards. Moreover, it does not differentiate between lowercase and uppercase letters.
If you are using the full-text search in the search panel, the keywords from the search panel will be automatically transferred into the highlighting box  in the Result List.

Note: The full-text search and the highlighting functionality are two different features, independent of one another. Although the keywords from your full-text search fields are automatically transferred into the highlighting box, the highlighting does not necessarily reflect the search results (hits) of the full-text search.

Only the target icon (◎) displayed under "Hit" in the card "Family Members" indicates which documents of the respective patent family meet the full-text search criteria as defined in the search panel (here: documents including the keyword "CTE" in the title).

Customizing the Family Viewer

You can customize the Family Viewer by deciding which cards are shown and in what order. Click on the gearwheel icon to customize the Family Viewer.

Per default, the option "PatentSight Default Layout" is selected.. To customize the Family Viewer, select "Customized Layout."


First, select the cards to be displayed in the Family Viewer by moving them from "Available Cards" (right column) to "Displayed Cards" (left column). To add all available cards in bulk, click on "Add All Cards."

	Click on the card you want to display in the Family Viewer.
	Click on the arrow button to have this card displayed in the Family Viewer

After having selected the cards you want to display, use drag and drop to adjust the position of the cards.

	Drag a card and drop it at the desired position. Possible positions are highlighted
	Click on the "Confirm" button to apply the customized layout

Now, the Family Viewer of the Result List displays the selected cards in the customized order.

Selecting Patent Families in the Result List

To select patent families in the Result List, activate the "Select" toggle.


A checkbox will appear next to each patent family in the list. You can select patent families by checking the respective checkbox.

	To select all patent families in the list, check the checkbox displayed above the list. To deselect all patent families, uncheck the checkbox displayed above of the list.
	To select a single patent family in the list, check the checkbox displayed next to this patent family.
	To deselect a single patent family in the list, uncheck the checkbox displayed next to this patent family.

Use the Shift key to select multiple patent families at once. First, select one patent family by checking its checkbox. Then, while pressing the Shift key, select another patent family further down the list. All patent families between these two patent families will also be selected.


You can drag the patent families selected from the Result List into the search panel of this sheet or of a different sheet.

Using the Viewed Functionality

The mark as viewed functionality uses grey font to automatically mark patent families that have been loaded in the Family Viewer as "viewed."  In the Result List, you can manually mark and to unmark patent families as viewed. To access this functionality, activate the "Select" toggle.

	Select the patent families you want to mark or unmark as viewed
	Click on "Mark as Viewed" to mark patent families as viewed.
	Click on "Unmark as Viewed" to unmark patent families as viewed.

In your account settings, you can deactivate the read functionality or clear the list of viewed patent families. Untick "Track and Mark Viewed Patent Families" under the "Result List" tab. Here you can also clear the list of read patents.

Using the Tagging Tool in the Result List

The tagging tool is embedded at the bottom of the Result List.

To activate the Tagging Tool, click on "Start Tagging." Next, to add tags to the tagging tool, click on "Add."

Select the tag(s) you want to add to the tagging tool or create a new tag.

	Alternatively, click on "Create New Tag" to create a new tag.
	Select one or more existing tags you want to add to the tagging tool.
	Optional: Enter an alias name by which the tag will be displayed in the tagging tool.

	Check the checkboxes to add up to 10 tags to the tagging tool.
	Click on "Close" to confirm your selection.

The selected tags will be added to the tagging tool

Each tag in the tagging tool has its own number, ranging from 1 to 10. The same range of numbers is also displayed under each patent family in the Result List.

The tagging tool allows you to add or to remove tags at any time.

	Click on "Add" to add more tags to the tagging tool.
	Click on "Remove" to remove a selected tag from the tagging tool.
	Click on "Clear All" to remove all tags from the tagging tool.
	Click on "Save as Default" to save your selection of tags as your default selection for the tagging tool. The next time you use the tagging tool, you can click on "Load Default" to add the same set of tags to the tagging tool.

You can also change the order of the tags in the tagging tool by dragging one tag onto another tag. The two tags will switch positions.

To hide the tagging tool options, click on the gearwheel icon. This will collapse the tagging tool.

To tag a patent family, click on the respective tag number displayed in the Result List under the patent family. Alternatively, you can select a patent family in the list and click on the tag number displayed in the tagging tool.
Click on the same number again to remove the patent from the respective tag

You can also use the arrow keys of your keyboard to navigate through the Result List and the number keys on your keyboard to assign or to unassign tags to/from patent families:


Finally, you can select and tag multiple patent families at once. First, activate the "Select" toggle.

Select the patent families you want to tag. Then, press the respective tag number in the tagging tool. This will assign this tag to the selected patent families.


Note: The tags in the tagging tool are updated automatically as you work in the tool. Thus, there is no need to manually save your changes.