This chapter addresses the following topics.
The Cross Search Result Set is shown below.
Cross Search Result Set Features
(1) The Record Row
(2) The Column Headings
(3) The Cross Search Result Set Tool Bar
(4) The Filter Results Panel
(5) The Content Selector Tabs
(6) The Refine Search Panel
(7) The Breadcrumb Navigation Tool
(8) The Cross Search Result Set Help Link
(9) The
Return to Search Form Button 
(10) The
Display and Sort Options Button 
(11) The Records per Page Selector
(12) The Go to Page Box
(13) The Next Page Selector
(14) The Page Count Display
The Column Headings and a typical Record Row are shown below.
The Column Headings
The column headings are the names of the fields selected for display in the result set. The default selection is shown above. You may change these in the Display & Sort Options panel, or in your Result Set Preferences.
Many of the field names in column headings are links that enable you to sort the result set by that field, in either ascending or descending order.
Click any sortable field name to sort on that field. Click it a second time to reverse the sort order.
The default patent result set sort order is by publication number, descending order. Click the word Publication to sort by publication number, ascending order. Click it again to return to descending order.
The following fields are sortable column headings.
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Patents |
Literature |
Business | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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The Record Row
The Record row contains all the fields you have selected for display, as well as the title and abstract fields. The field data is displayed in columnar fashion beneath each column heading.
To open the record, click the publication number link in the patent results view, the title link in the literature results view, or the show record link in the business results view.
The Patent Result Set tool bar is shown below.
Save
To save the query you used to generate the current result set, click Save Search Query.
Select records by checking their checkbox. Select all records on the current page by checking the master checkbox in the list sort row. Select all records on the result set by leaving all checkboxes unchecked.
To save the selected records as a new Work File, click New Work File. If you have not selected any records, all are saved as a new Work File.
To add the selected records to an existing work file, click Add to Work File. If you have not selected any records, all are added.
Note that a work file may contain a maximum of 1000 records.
Alerts
To receive notification that a patent record you are watching has had a change to its family, legal status, publication stage or citations, click Watch Selected Records to display the Watched Records panel, shown below.
Please see the Watched Records chapter for a complete description.
To receive notification that a search you created has been run for you and that the results are available for you to review, click Alerts for this Search to display the Alerts Setup panel, shown below.
Please see the Alerts chapter for details.
Marked List
Use the Marked List to compile a temporary list of records from a number of different result sets or work files, then add them to a work file or save them as a new one. Alternatively, add records to the marked list so that they may be examined more closely later, before saving them to a work file. Unlike a work file, which may contain only records of like type, the marked list may contain records of any type.
Add selected records to the marked list by clicking Add to Marked List.
After you have added the selected records to the marked list, their checkboxes on the result set are surrounded in yellow. This is to confirm that these records are now on the marked list. See below.
Even though you have not saved the marked list, it appears in your Work Files folder during your session. To view the marked list, click Marked List then View Marked List on the patent result set toolbar, or click the Marked List link in the Saved Work File Metadata panel. See the Saved Work chapter for details.
The marked list is shown below. It contains both patent and literature records. Note the two tabs titled Patents (3) and Literature (3). These indicate that the marked list contains three patent records and three literature records.
You are presented with the following dialog when you log in. Note that you can disable this dialog in your General Preferences settings.
If you wish to clear the Marked List, click OK 
.
If you wish to retain the Marked List from your
previous session, check the Retain button, then click OK .
You may also clear the Marked List by clicking Marked List, then Clear All Marks on the Patent Result Set toolbar.
Note that if you wish to save the contents of the Marked List as a Work File, you will need to save each record type as a different Work File. A Work File can only save records of like type.
Document Delivery
To order copies of selected patent records, click Order Patent Documents. The order confirmation screen displays. The order confirmation screen is shown below.
If you wish to return to the order confirmation
screen later to complete your order, or if you wish to include file histories
in your order, be sure to click the Save and Close button 
on the order confirmation screen. If you leave
the order confirmation screen without saving your order, your order will
be cleared.
To order file histories for selected patent records, click Order File Histories. The order confirmation screen displays.
Click Order File Histories to display the Document Delivery Patent File History panel, shown below.
To view your saved order, click View Order. The order confirmation screen, above, displays.
Please see the Document Delivery chapter for a complete explanation of all Document Delivery features.
The Print feature produces a printer-friendly copy of your result set.
Click List to print the entire result set.
To print only specific records, first select records by checking their checkbox, or select all records on the current page by checking the master checkbox in the list sort row. Then click Selected Records to produce a printer-friendly copy containing only the selected records.
An example of the printer-friendly copy is shown below.
Click Print to send the printer-friendly copy to your printer.
Note that in the example above, highlighting for printing is enabled. See the Preferences chapter for more information.
Highlight
Click Highlight to display the Highlighting panel, shown below.
Use the Highlighting panel to add or remove highlighted terms or to change highlighting colors.
Please see the Highlighting chapter for details.
To turn highlight printing on or off, see Highlighting Preferences.
Exports & Reports
You may export selected records in a number of different formats as a report. You may select the fields you wish to include in your report, and specify the order in which they appear. You may specify delivery options as well. Set these parameters in the Exports & Reports Setup panel.
To display the Exports & Reports Setup panel, shown below, click Exports & Reports.
Please see the Exports & Reports chapter for details.
The Literature Result Set tool bar is shown below.
Save
To save the query you used to generate the current result set, click Save Search Query.
Select records by checking their checkbox. Select all records on the current page by checking the master checkbox in the list sort row. Select all records on the result set by leaving all checkboxes unchecked.
To save the selected records as a new Work File, click New Work File. If you have not selected any records, all are saved as a new Work File.
To add the selected records to an existing work file, click Add to Work File. If you have not selected any records, all are added.
Note that a work file may contain a maximum of 1000 records.
Alerts
To receive notification that a search you created has been run for you and that the results are available for you to review, click Alerts to display the Alerts Setup panel, shown below.
Please see the Alerts chapter for details.
Marked List
Use the Marked List to compile a temporary list of records from a number of different result sets or work files, then add them to a work file or save them as a new one. Alternatively, save records to the marked list so that they may be examined more closely later, before saving them to a work file. Unlike a work file, which may contain only records of like type, the marked list may contain records of any type.
Add selected records to the marked list by clicking Add to Marked List.
After you have added the selected records to the marked list, their checkboxes on the result set are surrounded in yellow. This is to confirm that these records are now on the marked list. See below.
Even though you have not saved the marked list, it appears in your Work Files folder during your session. To view the marked list, click Marked List then View Marked List on the literature result set toolbar, or click the Marked List link in the Saved Work File Metadata panel. See the Saved Work chapter for details.
The marked list is shown below. It contains both patent and literature records. Note the two tabs titled Patents (3) and Literature (2). These indicate that the marked list contains three patent records and two literature records.
You are presented with the following dialog when you log in. Note that you can disable this dialog in your General Preferences settings.
If you wish to clear the Marked List, click OK .
If you wish to retain the Marked List from your
previous session, check the Retain button, then click OK .
You may also clear the Marked List by clicking Marked List, then Clear All Marks on the Patent Result Set toolbar.
Note that if you wish to save the contents of the Marked List as a Work File, you will need to save each record type as a different Work File. A Work File can only save records of like type.
The Print feature produces a printer-friendly copy of your result set.
To print the entire result set, click List.
To print only specific records, first select records by checking their checkbox, or select all records on the current page by checking the master checkbox in the list sort row. Then click Selected Records to produce a printer-friendly copy containing only the selected records.
An example of the printer-friendly copy is shown below.
Click Print to send the printer-friendly copy to your printer.
Note that in the example above, highlighting for printing is enabled. See the Highlighting chapter for more information.
Highlight
View or edit your Highlighting settings for the current result set by clicking Highlight. The Highlighting panel, shown below, displays.
Use the Highlighting panel to add or remove highlighted terms or to change highlighting colors.
Please see the Highlighting chapter for details.
To turn highlight printing off for a monochromatic printer, see Highlighting Preferences.
Exports & Reports
You may export selected records in a number of different formats as a report. You may select the fields you wish to include in your report, and specify the order in which they appear. You may specify delivery options as well. Set these parameters in the Exports & Reports Setup panel.
To display the Exports & Reports Setup panel, shown below, click Exports & Reports.
Please see the Exports & Reports chapter for details.
The Business Result Set tool bar is shown below.
Save
To save the query you used to generate the current result set, click Save Search Query.
Select records by checking their checkbox. Select all records on the current page by checking the master checkbox in the list sort row. Select all records on the result set by leaving all checkboxes unchecked.
To save the selected records as a new Work File, click New Work File. If you have not selected any records, all are saved as a new Work File.
To add the selected records to an existing work file, click Add to Work File. If you have not selected any records, all are added.
Note that a work file may contain a maximum of 1000 records.
Alerts
To receive notification that a search you created has been run for you and that the results are available for you to review, click Alerts to display the Alerts Setup panel, shown below.
Please see the Alerts chapter for details.
Marked List
Use the Marked List to compile a temporary list of records from a number of different result sets or work files, then add them to a work file or save them as a new one. Alternatively, save records to the marked list so that they may be examined more closely later, before saving them to a work file. Unlike a work file, which may contain only records of like type, the marked list may contain records of any type.
Add selected records to the marked list by clicking Add to Marked List.
After you have added the selected records to the marked list, their checkboxes on the result set are surrounded in yellow. This is to confirm that these records are now on the marked list. See below.
Even though you have not saved the marked list, it appears in your Work Files folder during your session. To view the marked list, click Marked List then View Marked List on the business result set toolbar, or click the Marked List link in the Saved Work File Metadata panel. See the Saved Work chapter for details.
The marked list is shown below. It contains both business and business records. Note the two tabs titled Patents (3) and Business (3). These indicate that the marked list contains three patent records and three business records.
You are presented with the following dialog when you log in. Note that you can disable this dialog in your General Preferences settings.
If you wish to clear the Marked List, click OK .
If you wish to retain the Marked List from your
previous session, check the Retain button, then click OK .
You may also clear the Marked List by clicking Marked List, then Clear All Marks on the Patent Result Set toolbar.
Note that if you wish to save the contents of the Marked List as a Work File, you will need to save each record type as a different Work File. A Work File can only save records of like type.
The Print feature produces a printer-friendly copy of your result set.
To print the entire result set, click List.
To print only specific records, first select records by checking their checkbox, or select all records on the current page by checking the master checkbox in the list sort row. Then click Selected Records to produce a printer-friendly copy containing only the selected records.
An example of the printer-friendly copy is shown below.
Click Print to send the printer-friendly copy to your printer.
Note that in the example above, highlighting for printing is enabled. See the Highlighting chapter for more information.
Highlight
View or edit your Highlighting settings for the current result set by clicking Highlight. The Highlighting panel, shown below, displays.
Use the Highlighting panel to add or remove highlighted terms or to change highlighting colors.
Please see the Highlighting chapter for details.
To turn highlight printing off for a monochromatic printer, see Highlighting Preferences.
Exports & Reports
You may export selected records in a number of different formats as a report. You may select the fields you wish to include in your report, and specify the order in which they appear. You may specify delivery options as well. Set these parameters in the Exports & Reports Setup panel.
To display the Exports & Reports Setup panel, shown below, click Exports & Reports.
Please see the Exports & Reports chapter for details.
Press the Display and Sort Options button 
to display the Display and Sort Options panel, shown
below with Patent options selected.
The Display and Sort Options panel is shown below with Literature options selected.
The Display and Sort Options panel is shown below with Business options selected.
Use the Display and Sort Options panel to configure the appearance of your result set.
You can also access your Display and Sort Options from the Cross Search screen.
Note that these same settings may be configured as defaults in the Preferences section. See the Preferences chapter for a complete description.
In Cross Search, Filter Results is only available for patent result sets. Click the Filter Results link to display the Filter Results panel, shown below.
Use the Filter panel to narrow your search results.
The Filter Results panel consists of four columns. Each column represents a patent field, and contains a list of all the values found in that field in your current result set.
Select one or more inventors to display a result
set having only the selected inventors. Select one or more assignees
to display a result set having only the selected assignees. Select
values in any or all columns. Click the Filter Results button 
to use your filter to create a new result set.
Note that you may select which four fields to use as filters, and specify the sequence in which they appear, in your Patent Result Set Preferences. See the Preferences chapter for a thorough explanation.
The values you selected as filters are highlighted in the new result set.
Note that filter results choices are implemented using the OR operator, rather than AND.
Click the Refine Search link to display the Refine Search panel, shown below.
Edit Search Query
To edit your search string, run the new search, and create a new result set, use Edit Search Query.
Search within Result Set
To search a single field within the current result set, and create a new result set, use Search within Result Set.
Return to Search Form
To return to the Search screen, click the Return
to Search Form button . The Search screen retains
all your search criteria.
Advanced Subsearch
To perform a fielded search within the current result set, and create a new result set, use Advanced Subsearch. See the Patent Searching chapter for detailed information on fielded search.
To display the Advanced Subsearch panel, shown below, click the Advanced Subsearch link.
