You can create custom filters in PatentAdvisor by importing Metadata.
Begin by clicking the ellipsis in the top right corner of the PatentAdvisor home page. Click Metadata Management.
In Metadata Management, you can view and edit any previously imported metadata.
Metadata example use case:
You can optimize your firm’s workflow, customize your attorneys’ case management, and compare attorney and firm performance by adding new filters for Firm name, Technology category, and Attorney name. Your metadata file should contain a column for each of these filters. Your file must be in csv or xlsx format, and it must also contain one column with the application number for each case. This will allow the metadata to map to the cases in PatentAdvisor. An example of a metadata file is shown below:
To add your new metadata, click "+ Upload File with Metadata (csv, xlsx)."
Search for and select your metadata file. You will be prompted to configure your metadata. Identify the column with the application numbers (in this example it is "Application"). Confirm that your custom columns are correct.
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Identify the column with the application numbers (in this example it is "Application"). Confirm that your custom columns are correct.
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| Click "Step 1: Prepare metadata" |
Click "Step 2: Confirm and proceed with import." You will see a message confirming that the import is finished. Click "Close."
Your customer filters are now available for use in all PatentAdvisor dashboards! They are available under "Metadata Filters" in the filter sidebar.
You can also use metadata to compare performance of subsets of applications in business development reports. After opening the Outside Counsel Evaluation or Tech Space Benchmarking report, click on Advanced Settings, shown below.
Select the metadata you would like to use to compare prosecution performance.
Generating a list of application numbers for applying metadata
If you need to generate a list of application numbers to which you will apply your metadata, you can export a list from PatentAdvisor. For example, if you would like to apply metadata to all cases managed by your firm, you can visit your Law Firm Dashboard. Hover over the cloud icon in the upper right corner of the dashboard and select one of the download options:
This will generate a list of your applications. You can add custom columns with your metadata to this list.