How to configure a Patsnap Feed

About Patsnap

PatSnap is a leading global innovation and intellectual property intelligence platform designed for R&D teams, IP professionals, and organizations. It provides access to extensive patent and non-patent literature data from over 170 jurisdictions, along with advanced AI-powered search, analysis, and visualization tools. PatSnap enables users to efficiently explore, monitor, and evaluate innovation landscapes, supporting research, competitive intelligence, and informed decision-making.

Introduction

An Patsnap subscription is required for your organization to access this service.

Your organization can enable the Patsnap connector independently, or InfoDesk can assist in activating it using subscribed data using native query by Patsnap.

Adding Patsnap search queries

The 'Add Patsnap' feature allows you to add and manage queries for Patsnap searches. Follow these steps to use the feature:

Upload CSV:
Upload a CSV file containing multiple native queries. Click or drag your CSV file into the upload area.

Add Individual Search queries :

Name: Enter a descriptive name for your query (e.g., `US & EP Base Editing Patents`).
Query: Enter your search query using the appropriate syntax.
- For example: (TA:(base $W1 edit* OR prime $W1 edit* OR DNA $W1 base $W1 edit*) AND AUTHORITY:(US OR EP))
Click the Add button to add your query to the list.

Manage Added Queries:

The added queries will appear under 'Queries added'.
Use the edit (pencil) icon to modify queries
Use the delete (X) icon to remove queries from the list.

Save or Cancel:

Once all queries are added, click Save to save your Patsnap configuration, or Cancel to discard changes.

To connect a Patsnap feed to your Inbox, follow these steps:

Navigate to Inboxes and open your Inbox. Select InfoLab from the More menu on the far right in the top menu of the inbox.
Click the New Feed button and select the Patsnap feed in the drop-down menu.
Alternatively, click the New Feed button on the connectors tile to go to the Preview and Add Filter page, where you can apply filters to select specific content from Patsnap.

Preview and filter a Patsnap Feed

Use the Filter menu to the left to add filters to your feed. This step is very important to reduce the amount of data and ensure that the information that reaches your inbox is relevant

The filter menu offers various search options that can be combined to optimize your search results and filter. These options include a free text search and Patsnap specific filters and facets.
- To search for specific keywords or phrases, use the search bars under the Text section, which includes Title, and Description.
- To narrow down the search, use the facets under the Patsnap filters along with the AND, OR, and NOT operators to further refine your search. Note that the filters and facets are only enabled when content matches the filters.

Read more about the filter options under the “Filter Options” section below. More information about combining keywords and creating search strings is available in Help.

Preview the filter result in the Preview Post list and adjust your filter options until you are satisfied with the outcome.

The chart above the post list displays the number of retrieved posts within the specified Time period, providing an estimate of the amount of information your feed will generate over time. You can change the time period by clicking the Calendar button above the chart.

Red bars indicate that your feed will generate more information than is allowed in your inbox. Change your filters until the bars are all yellow.

3. When you are satisfied with your filter, click the Save button to save your new feed. Alternatively, you can click the Next button to proceed to the create page.

On the create page, you can change the name and description of your updated feed and select another target inbox.
Optionally: Check the Restricted checkbox to prevent others from updating the feed. When restricted a padlock icon will be shown on the Feed in InfoLab.
Press Save to save/update the feed. Your feed is now connected to your inbox and available from the Feed page in InfoLab

Filter Options

This section contains information about the Filter options for the Patsnap feeds.

The filter menu offers various search options that can be combined to optimize your search results.

These options include free text search, Advanced Query, and Patsnap-specific filters. Most of the filters provide predefined facet options that you can select from to specify your filter. Note that filters and facets are only enabled when content matches the filters.

Use the AND, OR, and NOT operators to refine your search further.

Use the OR operator to include one or the other facet within a filter category. This gives a broad search.
Use the NOT operator to exclude specified facets within a filter category.

Your search result will be displayed above the bar chart to provide an overview of your chosen filters. With more than four facet buttons, click the Show more button to view all facets.

If the post list view is empty, no content matches your search within the set time period or filters. Change the Time period or adjust the filters and preview the result. The default period is “Past week”.

Advanced Query

The Advanced Query Filter empowers you to craft highly specific search queries and allows you to target your search by entering criteria directly for each supported indexed field. Use the advanced Query to refine your search results and pinpoint the exact information you require.

Using the Advanced Query Filters

Define a field search operation using fieldName:searchExpression syntax. The search expression can be a single word, a phrase, or a more complex expression (in parentheses), optionally with Boolean operators. For example:

title:(federal NOT local)
abstract:("FDA" "EMEA")

The field specified in fieldName:searchExpression must be an indexed field. Click the info button in the Advanced Query filter to view the supported fields.

Text Filter

The Text filter allows for free text searches. You can use a single keyword, combine several keywords, or create a complete search string.

You can choose to search in the Title or Description depending on how wide or narrow you want your filter to be.

Title: Only include content matching your search query in the article title. This is the narrowest text search.

Description: Search in the article Description for a broader search.

Predefined Filters and facets

The Patsnap filter menu includes a range of predefined filter and facet options. Use the filter search bar and then click on the facet buttons to set your filter.

Language
Search or filter results by the publication language of the patent documents. Click on “Show more” to view all available languages.

Query Name
Search by the saved query name or use the predefined facets to filter by query name. Click on “Show more” to view all the options.

Patent Type
Filter results by patent type, such as application, granted patent, or utility model. Click on “Show more” to view all available types.

Legal Status
Narrow down results by legal status, such as active, expired, pending, or withdrawn. Click on “Show more” to explore all status options.

Best Practices

Text Query

A good start when filtering content is to start with a text query.

You can use one single keyword or several keywords or create a complete search string. You can read more about how to combine keywords and create search strings in Help.

Depending on how wide or narrow you would like your search to be, you can search only the Title or the Description.

Filters and facets

Use predefined filters and facets to specify your search. Use the filters that best match your query. Use the AND, OR, and NOT operators to refine your search.

The list of posts that appears when you add filters allows you to preview the filters before applying them. Review the preview post list to ensure that the posts retrieved by the filter meet your expectations.

Optionally, use additional filters and facets to refine your search.

Good to Know

Time Period

When choosing the Time Period for the preview post list, you have the option of selecting from the past

24 hours, past week, past month, Past three months, past six months. The default time period is the past week.

Max Number of Posts

If your filter retrieves more posts than allowed, the chart bars will turn red, and you will be prompted to adjust your filter.

Note that the maximum number of posts accepted in Inboxes is 100 posts per day.

Categories Displayed on Posts in the Preview Post list

The categories shown on the posts in the preview post list on the Preview and filter page in InfoLab are only used in InfoLab and will not follow the posts to the inboxes.

Text Query Highlights

Words matching the text query keywords are highlighted in the title and article content in the preview post list to assist you in reviewing the articles and their relevance.

Manage Patsnap Feeds

You can manage all your feeds from the InfoLab Feeds page.

To manage your feeds, follow these steps:

Navigate to the InfoLab Feeds page from the main menu or start from your Inbox and select InfoLab from the More menu.
Use the search bar at the top of the page to find your feed.
Click the Menu button to the far right on the feed row to open the menu.
Select Edit to open the "Preview and add Filter" page, and edit the feed. In the "Preview and filter" section, you can find more instructions on how to edit a feed.
Select Set Automatic Categorization to tag all posts from this feed automatically. Use the search bar or open the taxonomy to find and select categories. Press Save.
Select Deactivate to pause your feed. A pause button will appear on the feed, and the feed will stop retrieving posts to your inbox. Clicking Activate in the feed menu will reactivate the feed.
To change the inbox where the feed is directed, click on Select Inbox and select another inbox.
Select Delete to delete the feed from InfoLab.