Combining Report Options

Combining report options such as a patent upload with a search for similar organisations

• You may wish to combine a multiple organisation search, with a list of patents in an upload. You may wish to do this to see how the patent upload compares to the organisation's portfolios that you also add into the report.

• You may wish to carry out a patent upload, and then search for organisations with similar assets to the patent upload, based on links in citations.

   

Patent Upload and Organisation Search

1. Click on the 'Report Builder' tile

   

    

   2. Select the Patent Upload Option

   

   3. There are three options to upload a custom patent portfolio:

• Paste Text: Paste a list of patent numbers or families into the box.
• Upload Excel or CSV: Choose a file by clicking on the file upload button. The file would follow a csv/excel format and contain enough information to identify patents and or families.
• Upload SPIF: Upload your SPIF export.

Here are examples of both scenarios:

Paste patent numbers or Cipher family IDs into the box

If you paste more than one patent per line, ensure that box circled below 'Strict Mode' is unticked. Then select 'Upload input text':

Or Upload patent numbers via a file upload

Click the 'Upload Excel or CSV' button. Please note that patent numbers would ideally exist individually in columns within the file, however Cipher will look at any cells in order to find matches to patent numbers e.g. if separated by spaces. Here are a couple of examples:

For a list of supported formats for patent upload, please click here. For more information on uploading patents and matching numbers marked as 'Ambiguous' or 'Not found', click the full article here.

Handy Hint: There is also a link to the 'Supported Patents' help article, within the patent upload section of Cipher. This can be seen in the advisory note in the screenshot below - 'For details on the different formats accepted please see our 'help centre'.

• Once you've added the patent upload to your report, click on the organisation search tab and type in the organisations that you wish to add to the report.

  

• Select 'Next' and apply your classifiers to your report, or choose your clustering options.
• Select to run your report.

Patent Upload and Similar Portfolios to the upload

1. Click on the 'Report Builder' tile

   

    

   2. Select the Patent Upload Option

   

   3. There are three options to upload a custom patent portfolio:

• Paste Text: Paste a list of patent numbers or families into the box.
• Upload Excel or CSV: Choose a file by clicking on the file upload button. The file would follow a csv/excel format and contain enough information to identify patents and or families.
• Upload SPIF: Upload your SPIF export.

Here are examples of both scenarios:

Paste patent numbers or Cipher family IDs into the box

If you paste more than one patent per line, ensure that box circled below 'Strict Mode' is unticked. Then select 'Upload input text':

Or Upload patent numbers via a file upload

Click the 'Upload Excel or CSV' button. Please note that patent numbers would ideally exist individually in columns within the file, however Cipher will look at any cells in order to find matches to patent numbers e.g. if separated by spaces. Here are a couple of examples:

For a list of supported formats for patent upload, please click here. For more information on uploading patents and matching numbers marked as 'Ambiguous' or 'Not found', click the full article here.

Handy Hint: There is also a link to the 'Supported Patents' help article, within the patent upload section of Cipher. This can be seen in the advisory note in the screenshot below - 'For details on the different formats accepted please see our 'help centre'.

• Once you've added the patent upload to the report, Classification can recommend organisations with a similar portfolio to the patent upload based on citations, by clicking the camera icon next to the upload in your report basket:

• Next, select the plus icon next to the similar portfolio, that you'd like to compare to the upload already in your report basket:

• Select 'Next' and apply your classifiers to your report, or choose your clustering options.
• Select to run your report.