The Keyword occurrence counter is an optional feature of the results list. The keywords counter shows how many times a keyword is used in the different sections (Title, Abstract, Claims, Description) of a document. It also shows the different forms of the keywords that result from stemming.
You can display the counter in the results list by switching on the Display keyword occurrence toggle. The counter cannot be used in combination with boosting operators and relevance sorting, as document relevance sorting relies on more complex metrics. Hover your cursor over one of the bars in the Keyword occurrence counter to open a popup window that shows the exact number of matches in each document section for your current query.
You can see your search query terms highlighted (color coded by term, stemming ignored) in the Title, Abstract, Claims, and Description columns in the results list, and in the same sections in the document view.
Graphical Filters
Graphical filters can be used to filter the results list after you executed a search, or to filter documents stored in a folder. Use the graphical filters to filter your results based on the top 10 matches for the following filters:
- authorities,
- standardized assignees,
- inventors,
- CPC classes,
- IPC classes,
- priority years,
- publication years,
- or application years.
Graphical filters are not available in family mode.
To activate the graphical filters, use the button at the top of your result list. The filters tab opens above the list of search results.
To activate the graphical filters, use the button at the top of your result list. The filters tab opens above the list of search results.
By default, no filters are selected, both filters display the top 10 as occurring in the 7949 records in this example. When for example the results contain just five authorities or standardized assignees, you will see a top five. The numbers in the pie-chart correspond with the position in the top 10. As you can see, most documents have a US origin. When you select an authority you immediately see the results, for example when we select only the WIPO documents via the WO selection box (or by clicking on the corresponding slice in the pie-chart) you see the graph and result list change:
As there are only 812 WIPO documents, the filtered result list will no longer show the query result of 7949 records, but the filtered result of 812 instead. The other two graphs are updated to reflect only the documents that are part of the filtered results. As you can see, the top 10 standardized assignees and inventors are no longer valid: some of them are not present in the filtered result as they are not mentioned in the WIPO documents. These names and categories are grayed out in the graph; the top 10 authorities, inventors and 10 standardized assignees are static attributes of your original query and will not be updated based on your filter. Items that are grayed out can no longer be selected since they are no longer part of your result list.
The authority graph is not grayed out, the selected authority (WO) sticks out. The focus remains on the authority graph as the starting point of your filter. This allows you to add another authority to the filter set. For example the EPO via the EP selection box:
As you can see the 782 EPO documents are now included in the results. Keep in mind you are filtering the results, not actually changing the query. To clear all filters in a graph click on the Clear filter link. Clearing both graphs will always bring you back to the original search results.
You can download your graphical filter settings for future reference. To do this, select individual filters or use the "Select all" option, and click on the Download filters button. The download will start immediately. Save the filters as PNG image(s) in a ZIP file to a location of your choice.
You can remove filters by deselecting them, or by clicking on the Clear filter option above each graph. To clear the filters for all graphs, apply the Clear filter option on each graph individually.
Apply Multiple Filters
You can use a combination of filters. It doesn't matter which of the two graphs you use first. When we clear all filters in the example and first select the top five standardized assignees, the focus will be on the standardized assignee graph:
There are 2286 documents in the filtered result list in our example. When you now select the top 3 inventors you will see the result of both filters:
In this example 622 documents, out of the original query result (7949 records) meet all filter criteria, all of them are from the USPTO.
Note: As you can apply multiple filters consequently, to avoid confusion, our advice is to use a one-step or a two-step filter and store the results in a folder for further analysis.
Export Search Query Results
TotalPatent One® allows you to export documents found in your search query for further analysis. You can choose to:
- export a selection of the available fields per document to a CSV or Excel file, or
- export a selection of the available fields to a Word or PDF file in the language of publication or the user interface display language, or
- export a compilation of the first page of the documents in PDF format. In most cases the first page contains all the relevant bibliographical information, or
- export a selection of the available fields to an XML file of your choice.
Create an Export File
To export your search results, begin with selecting the documents (by checking in the box) from the results list that you wish to include in your export file.
After selecting the relevant documents, click on the Export option above the results list to open the drop-down menu. From the list, select the Custom field selection option to export settings window.
On the File format & handling tab, you can select the export file format, range, language, the number of exported files, the option to include images, and you can add a file name before starting the export. The Field selection tab allows you to clearly see and easily select the preferred search fields for your export file. For the complete list of exportable fields. You can adjust their order (drag and drop) on the right side of the window, where you can also see a summary of your own export option selections. The fields will be exported in the same order as they are displayed in the field selector. You can find the list of your already exported file(s) on the Downloads page.
The application stores your export settings, so you can find the same selection next time you open the export settings window. The name of your currently used export template is displayed in the header of the export settings window. If you change the settings of the selected template, an asterisk (*) will appear next to the template name, and you must click on the Update template button to save the changes.
Note: You can include a hyperlink to the documents in the Word or PDF export, allowing you to access TotalPatent One® directly from the export file. Select the export field PDF Link.
Export the document data to a CSV file (CSV). For each of the documents the selected fields are copied to a single to CSV file. This option will open the field selector, you are able to (un)select:
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| Export the document data to an Excel file (Excel). For each of the documents the selected fields are copied to a single Excel file. The same field selection options can be applied to CSV files, however clipped images can only be exported to an Excel file. | |
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Export and ZIP the selected documents as Word files in the original language of publication (Word - Original document). For each of the documents a Word file is generated containing the text in the original language of publication. The documents are combined in a single ZIP file. Note: The export is generated and does not contain the original documents. |
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Export and ZIP the selected documents as Word files in the display language of the application (PDF - Custom language). For each of the documents a Word file is generated containing the text in the language displayed in the application. Like in the application's document view this can be the original language of publication, or (when available) the equivalent text or the machine translated text. The documents are combined in a single ZIP file. Note: The export is generated and does not contain the original documents. |
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| Export (when available) the first pages of the selected documents to a single PDF (PDF - First page only). For each of the documents the first page of the original document is copied to a single PDF file. Therefore, the language will always be that of the original language of publication. Attention: Not all authorities deliver a PDF for all documents types, the data is sent as XML input and added to our database. If there is no original PDF this document be omitted. |
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| Export and ZIP (when available) the original PDF documents as delivered by the authority (PDF - Original document). The documents are combined in a single ZIP file. Attention: Not all authorities deliver a PDF for all documents types, the data is sent as XML input and added to our database. If there is no original PDF this document be omitted. |
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Export and ZIP the selected documents as PDFs in the display language of the application (PDF - Custom language). For each of the documents a PDF file is generated containing the text in the language displayed in the application. Like in the application's document view this can be the original language of publication, or (when available) the equivalent text or the machine translated text. This always is the complete set of selected documents, even if there is no original PDF delivered by the authority. The documents are combined in a single ZIP file. Note: The export is generated and does not contain the original documents. |
Choose the export type you prefer and click OK to start. The number of complete documents exportable at a time depends on the output file format.
Note: The export packages are stored on the server and automatically deleted after 1 month.
Attention: Certain search fields (e.g. abstract, description) can retrieve extensive data. TotalPatent One®
itself does not cut data from these fields to create an export file, but certain tools/file formats do. For example, Microsoft Excel limits the number of characters in a cell to a maximum of 32,767.
Save/Load Export Templates
The top bar of the Export settings window contains the option to save your export settings as a template. After saving a template (see the previous section), you can access it each time you create a new export file and do not need to manually reproduce your selections.
| Save/Load Template | Examples |
| 1 . Make sure that your preferred export settings options are selected. 2 . Click on Save as template. 3 . Enter a new template name. 4 . Click on the check mark to confirm your template name. The created export template will be default as long as you remain logged in. |
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| At the next login, you can reselect your previously saved templates by choosing the Load template option in the tab header. |
Download an Export File
Download Export Files Directly
| You can download export files to your local computer directly from the results page. After you click Export on the export settings window, (along with a system notification on the top of your screen) a download indication box will appear on the right side of your screen once your export process is done. This way, you can continue your workflow without the need to navigate to the Downloads page to download the file | |
| If you want to create an export file based on your saved templates and want to skip the export settings window, select your preferred template from under the Recent templates for instant export option in the drop-down menu on the results list page. After you click on a template, a download indication box will appear on the right side of your screen once your export process is done. This way, you can continue your workflow without the need to navigate to the Downloads page to download the file. |
| Available direct export messages | Examples |
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Download Export Files From the Downloads Page
Alternatively, navigate to the Downloads page where you can find the list of your export files.
If your export file contains a substantial amount of data, a progress bar will be displayed. Wait for the export to be completed.
- To save an export file, click on the hyperlink (in the Properties column, and save the export to a location of your choice.
- To delete an export file, select the file to be deleted and click on the Delete exports button.
Note: The export packages are stored on the server and automatically deleted after 1 month.
Export File Content Summary Sheet
Your downloaded export Word and PDF file packages contain a PDF file named Table of Contents. Your downloaded Excel file contains a tab named Cover Sheet. These function as a summary of the contents of your exported data. You can use these as a reference when you share or review your exported data. The PDF file named Table of Contents contains links to all the documents exported to the same .zip file, allowing you to open each document separately through its own link, and read them in the preferred order.
| Table of Contents for exported Word/PDF file packages | Cover Sheet for exported Excel files |