Customisable Alerts linked to your reports

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What are Alerts in LexisNexis® Classification?

The Classification platform's alerting functionality makes it simple to set up fully customisable alerts tied to your reports allowing you to track anything from competitor filings in chosen technologies, to wider changes in the global landscape. You can choose the frequency of these alerts, and precisely what you would like to track whether it be new patent families or new filings in the report, changes in family status or even changes in the quality of these assets (via the PVIX score). You can also limit the geographies you are interested in monitoring.

All main report types (apart from UTT Landscapes) can be turned into an email alert, allowing you to use Global Landscapes to stay up to date with all new filings in your classifier technology areas. Alternatively, you can be more specific and link alerts to your New Reports, allowing you to move beyond your classifiers and track entire company portfolios, or even new filings within specific families in a competitor's portfolio.

The input, or combination of inputs you use in your report, will be replicated for future alerts linked to that report. This includes families added via an organisation search, boolean search, or patent upload.

Important considerations when setting up your alerts

It is important to make sure that the report you run captures what you want to see in your alert. For example, if you choose to run a classifier report over a set of competitors, decisions such as whether you include the unrelated patents to your classifiers, or overlapping vs. mutually exclusive mode, will be reflected in your future alerts.

You can setup as many report alerts as you like whether that's multiple linked to one report, or to many reports. You may choose to create separate, clearly labelled alerts tackling the data in a different way.

Creating Your Alert

When you have created the report you want to be alerted on, click the alert icon in the top right hand corner of your report:

This will take you directly to Create An Alert where you'll be able to customise what you want to be alerted on. (You can also access this page from your list of export reports - icon shown below):

Setting Your Alert Parameters

Clicking into create an alert will open up a set of options allowing you to control precisely what your email alert contains and how frequently you’ll receive these alerts:

Alert Name:

Clearly label your alert with what you are tracking. This label will be present in the actual email alert you receive as well as in your 'Report-based alerts' list accessed via the 'Alerts' tile, where you’re able to edit your alerts.

As mentioned previously, make sure your alert is clearly labelled so that you know what it is, especially if setting up multiple alerts in one report.

Alert Type:

There are four options for alert types derived from your report. These are:

• New Patent Families
• New Patent Filings
• Family Status and
• PVIX Increases. 

Let's take a look at these in more detail.

New patent families

With this option, you're looking to generate an alert to include brand new families to the report. There are two options when generating an alert to look for new patent families in the report.

• 'All new families in the report' - This option is for when you want to report on families that are new to the report. If you're in the process of building a classifier, this selection could alert on new families in a classifier report that weren't included previously, but are now classed as positives by the classifier after you have refined it during the building process. Equally, this selection could alert on new families to an Organisation, due to a reassignment for example, as well as any brand new families to their portfolio. This is more of a 'catch all' scenario on new families to your report for a variety of reasons, including newly published families to the database.

Handy Hint: Please note that if a date range is applied to the report, the 'new patent families' alerting option is not available as an option. 

New patent filings

With this option, you're looking to generate an alert to also include new individual applications and/or grants to your report. Here you can decide whether you would like to alerted on new applications, new grants, or both. Territories will be included in your alert by default, to show you where new applications or grants have been made. The option to be alerted on new filings might be useful if you're watching a list of families for changes, to see if new applications or grants are added to those families.

Family status

With this option, you're looking to generate an alert to monitor patent family status in your report. Here you can simply decide whether you would like to receive updates on family status for newly pending families, newly granted families, newly expired families, or a combination of these, within your alert.

Handy Hint: Alternatively, you could setup separate alerts for these options i.e. a new alert for newly expired, and a separate alert for newly granted within a dataset.

PVIX increases

With this option, you can track improving quality of patent families within your report. Here you're able to alert on families whose PVIX score has increased above a particular threshold for the first time during the alert reporting period. Click here for more information on the PVIX quality metrics.

Territories:

Here you have the option to include or exclude territories to your alert results, and it works exactly the same way as in your report. It is important to note that if you have used any territory filters within your report, you will still need to apply them at this stage to affect your alert.

Alert Frequency:

Here you have 4 options, weekly, bi-weekly (every two weeks), monthly or quarterly.

First Alert:

Pick the date you want to receive your first alert. The frequency you have selected will run from this date. It is important to note that if your first alert is sooner than the full time period you chose, your first alert will be partially incomplete e.g. if I set up a monthly alert on the 15th of the month to be received on the 1st of the month, my first alert will only capture 15th-1st but then I will receive the full month from then on.

Your Email Alert & Report

Your alert is received in the form of an email link on your chosen day. It will tell you the number of families captured and the red hyperlink will take you straight through to your report:

A report is generated containing only the families and data that you requested in your alert. The following information advises how to navigate the data when clicking from the email, to access the alert report. The report will be clearly labelled with your alert name, as well as the specific time period captured:

	When clicking through from the alert, you'll be presented with a group of charts to guide you through some of the most interesting aspects of the new families and detail in your report.
	If you are looking for a specific chart that is not shown in this selection, you can navigate to all charts using the chart icon towards the top left of the report.
	Equally if you simply want to look at, or export the list of families, you can head straight to the List View.

Alert Filter & example Alert types

For some Alert Types, the organisation filter (when viewing the alerting report) is optimised to allow you to filter to the granularity you need. For example if you set up an alert for Patent Filings or Family Status, then the updates are more granular, and we show them by splitting them up into 'faux' portfolios in the Organisations tab. eg your new filings alert for Intel might contain portfolios for 'Intel: new US grants' and 'Intel: new EP applications' which you can filter to in the alert report.

Likewise, if you setup a 'Family Status' alert with multiple choices, i.e. newly pending and newly granted, these would be split out for you in the organisation filter.

Another example: if you chose to track New patent filings across a list of competitors, your organisation filter won’t just show the competitors, but also the various jurisdictions where they have new applications and new grants:

In some instances (such as alerts setup for a landscape report) where you have many organisations in the alerting report, the platform will show the geographic split via the technologies tab rather than the Organisation tab to ensure you can filter to both in the alerting report. Here is a screenshot of this:

Managing your alerts

You are able to access and edit your library of alerts at any point. Navigate to the alerts tile on your homepage and select the alert you wish to edit:

Alert name: Use the pencil icon to change your alert name.

Edit: Use the cog to reconfigure your alert parameters. You can also use this icon to setup a new alert within the same report by clicking 'create new alert' after editing the report parameters here.

Alert Frequency: Use the dropdown to easily adjust frequency.

Original Report: Use the link the access the original report.

Next alert due: Manually change the due date for the next alert.