Preferences

You can customize many of the parameters in Thomson Innovation to reflect the way you work.  Don't be afraid to experiment.  You can return your preference settings to the default with a single click.

This document addresses the following subjects.

General

Use the Main Menu to navigate to the General Preferences screen, shown below.

Automatic Login

Turn automatic login On to be automatically logged in whenever you come to the site.  Turn automatic login Off if you share your computer, and want to be sure that no one can use your account.  The default setting is Off.

SSL (Secured Sockets Layer connection)

The SSL security protocol provides an https secured connection that supports 128-bit encryption of all requests to and from the Thomson Innovation website.  SSL provides an extra measure of security for those who wish it.  Note that using SSL may cause a slight performance penalty, since extra time is required for encryption and decryption.  If performance is your primary concern, leave SSL turned off.

Show Retain Search History and Marked List Option Upon Login

Choose whether or not to display the Show Retain Search History and Marked List popup upon login.  Make this decision each time you log in, or let your Retain/Clear choices remain in effect until you change it.  Note that the Retain/Clear options themselves are only available on the Retain Search History and Marked List popup.

Emulate Behavior of this Application

If you are migrating from another product, you may find it useful to configure Thomson Innovation to emulate the look and feel of that product, in order to shorten your learning curve.

You can choose to have Thomson Innovation emulate

Default Start Page

Choose the page you want to display after you complete your login.  Options are shown below.

Quick Search Default Type

Select a default search type for the Quick Search box at the top of every page.  Options include

See the Quick Search section for a description of these search types.

Patent Search

The Patent Search Preferences screen is shown below.

Select preferred search style

Select the Fielded, Publication Number or Expert search style as your default patent search screen.  Use the Fielded style to search one or more specific patent fields for specific terms.  Use the Publication Number style to search for one or more patent publication numbers.  Use the Expert style if you are an advanced user and wish to work with the command line.

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, on your patent search screen.

See the Patent Searching section for further discussion of these search styles.

Choose preferred search tools

Create a simpler, workspace by hiding the tools you donít use.  You can turn them back on in Preferences any time you need them.

Fielded options include

See the Patent Searching section for a description of these search tools. 

Publication Number options include

See the Patent Searching section for a description of these search tools.

Expert options include

See the Patent Searching section for a description of these search tools.

Patent Collections to Search

Select the collections you wish to search by default.

Options include

If you selected Enhanced Patent Data from DWPI, the following options are available.

All searchable DWPI patent fields are available for selection.

If you selected Patent Collections by Authority, the following options are available.

Example:

You have chosen to search the Inventor field in the US Granted and European Granted collections for an inventor named Tuttle.  If Also search DWPI fields is selected, the DWPI Inventor-DWPI field will also be searched in both collections.

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, on your patent search screen.

See the Patent Searching section for further details on these options.

Fields to be displayed

Select up to five fields to display on your patent fielded search screen.

All searchable non-DWPI patent fields are available for selection.

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, on your patent search screen.

Stemming

Turn search term stemming on or off.  Stemming extends a search to cover variations of a word.  By default, stemming is Off.

Example:

When stemming is on, a search for Ďcarboní returns carbon, carbons, carbonate, carbonates, carbonated, and other words with the same stem.

Stemming is not applied to any search term that includes a wildcard.

See the Search Fundamentals section for further information on stemming.

Relevancy

Turn search term relevancy on or off.  Relevancy ranking shows the density of search terms in retrieved records.  By default, relevancy is off.

Date Ranges

If your searches often use the same date field and date range, you may want to make these your defaults.  Specify the date field you wish to search, and the date values you wish to use.  Note that these settings only apply if the date field you select here is also selected either in the Fields to be Displayed settings, above, or on your patent search screen. 

Date field options include

Date range options include

The date format is YYYY/MM/DD.

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, on your fielded patent search screen.

Select Default Operators

Specify a default operator to use between fields, and one to use within fields.

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, by using the operator selectors on your fielded patent search screen.

See the Search Fundamentals section for details on operators.

Specialized Search

Choose to search for a specialized set of information related to a specific publication number.  Specialized search options are only available on the Patent Publication Number search screen.

Specialized Search options include

To set specialized search to on, select any of the following types of specialized searches.

Updated Since - Specify the earliest date to search for any of the five types of changes named above.

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, by using the operator selectors on your fielded patent publication number search screen prior to running a search. 

Patent Result Set

The Patent Result Set Preferences screen is shown below.

Display Tools

Create a simpler workspace by hiding the tools you donít use.  Select the tools you want displayed on your result set.  Options include

See the Patent Result Set section for descriptions of these tools.

Select Fields

Select up to 21 fields to display on your result set.  The Publication Number field is always displayed, and cannot be un-selected.

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, by using the Display and Sort Options tool on your result set

See the Patent Fields section for descriptions of these fields.

Tool Icons to Display

Display or hide tool icons options include

By default, both of these icons are displayed.

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, by using the Display and Sort Options tool on your result set.

Sort By

Specify one of eight patent fields to use in sorting your results, and whether to sort in ascending or descending order.

Sort by publication number in descending order is the default.

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, by using the Display and Sort Options tool on your result set.

Display

Specify how many records to display per page.  The default is ten.  Other options include 20, 50 and 100.

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis by using the Records per Page selector on your result set.  To make your settings permanent from the result set, check the Make these my default search preferences checkbox on the result set.

Drawing Size

You can display a reduced-size patent drawing in your result set, in order to help you decide if you wish to view the record, if you have chosen to view the DWPI Drawing in the Select Fields area.

Use the Drawing Size selector to set the size of these drawings.  Options include Thumbnail, 150px, 300px and 600px.  The default is thumbnail.

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, on your result set.

See the Patent Result Set section for details.

Collapse by

Thomson Innovation can render your result set with certain data collapsed (hidden), so that it is easier to take in at a glance.   A collapsed group can be expanded with one click, then collapsed again with one click.

Specify the type of data you wish to collapse by default.  Options include

Note that when collapsing is selected, your result set may take longer to process.  If you would prefer to use collapsing on a per result set basis, rather than as a default, use the Display and Sort Options panel that is available on your result set.

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, on your result set.

See the Patent Result Set section for details.

Preferred Document

If you have enabled collapsing by family, described above, the Preferred Document selector is available.  In each collapsed group, one record will be displayed.  Specify the type of record that will be displayed.  Options include

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, on your result set.

See the Patent Result Set section for details.

Authority

If you have selected Most Recent Selected Authority as the Preferred Document, described above, the Authority selector is available.

Available authorities include

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, on your result set.

See the Collections and Coverage section for descriptions of these authorities.

Filter Result Set

Filtering enables you refine your result set by removing unwanted records, leaving only those of interest to you.  Here, select the fields that will be used to populate the Filter Results panel on your result set at the time it is generated.  Select four fields from a list of eight.

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, on your result set.

See the Patent Fields section for descriptions of these fields.

Patent Record View

The Patent Record View Preferences screen is shown below.

Display Panels

Create a simpler workspace by hiding the tools you donít use.  Select the tools you want displayed on your record view.  Options include

If you choose to hide these panels, you can still decide to show them on a record to record basis, since their display buttons remain visible on the record view.

Display Fields

Specify which fields will be displayed in your Record View. Use the Left Arrow and Right Arrow to add fields to or remove them from the Chosen Fields box.  If the fields are available in the record, fields in the Chosen Fields box display in your Patent Record View.  The order of the fields in the Chosen Fields box is not related to the order in which they appear in the Record View, and is not editable.

Grayed fields are mandatory and cannot be un-selected.

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, on your result set.

See the Patent Fields section for descriptions of these fields.

Literature Search

The Literature Search Preferences screen is shown below.

Select Preferred Search Style

Select either Fielded or Citation search as your default literature search style.  The selection you make here determines which search screen opens when you select Literature Search from the main menu.

The selection you make here is your default setting.  You can change this setting, either on a per search basis or permanently, on your Literature search screen.

See the Literature Search section for details about search styles.

Choose Search Tools

Select the tools you wish to be displayed on your Literature Search page.  Options include

See the Literature Search section for details.

Select Collections to Search

Select the collections you wish to search by default.  Options include

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, on your literature search screen.

See Literature Collection Details for collection descriptions.

Fields to be Displayed

Select up to eleven fields from a list of eleven to display on your Literature Search screen.  Options include

You can add or remove fields on a per search basis. The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, on your Literature search screen.

See the Literature Fields section for descriptions of these fields.

Date Ranges

If your searches often use the same date field and date range, you may want to make these your defaults.  Specify the date field you wish to search, and the date values you wish to use.  Note that these settings only apply if the date field you select here is also selected either in the Fields to be Displayed settings, above, or on your Literature search screen. 

Date field options include

Note that date range is applicable only if your search is restricted to a single collection.

See the Literature Fields section for descriptions of these fields.

Date range options include

The date format is YYYY

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, on your literature search screen.

Select Default Operators

Specify a default operator to use between fields, and one to use within fields.

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, by using the operator selectors on your fielded patent search screen.

See the Search Fundamentals section for information about operators.

Literature Result Set

The Literature Result Set Preferences screen is shown below.

Display Tools

Create a simpler workspace by hiding the tools you donít use.  Select the tools you want displayed on your result set.  Options include

See the Literature Result Set section for a description of these tools.

Fields to Display

Select up to eleven fields from a list of eleven to display on your Literature Search screen.  Options include

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, on your Literature Result Set screen.

See the Literature Fields section for descriptions of these fields.

Notes

Select whether or not to display the Notes icon on your Literature Result Set.  The default is yes.

Default Sort Field

Select one field from a list of five to use as a sort field.  Options include

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, on your Literature Result Set screen.

See the Literature Fields section for descriptions of these fields.

Default Sort Order

Select whether to sort your result set in ascending or descending order.  The default is Descending.

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, on your Literature Result Set screen.

See the Literature Result Set section for details.

Default Record Display

Set to display 10, 20, 50 or 100 Records per page.

The selections you make here are your default settings.  You can change any of these settings, either on a per search basis or permanently, on your Literature Result Set screen.

See the Literature Result Set section for details.

Business Search

Choose Search Tools

Configure your search screen to best reflect the way you work.

The selection you make here is your default setting.  You can change this setting, either on a per search basis or permanently, on your Business search screen.

Options include

See the Business Searching section for descriptions of these tools.

Select Collections to Search

Select the default collections you wish to search.

Options include

See Collections and Coverage for a description of these collections.

Fields to be Displayed

Select the default search fields you wish to display.  Options include

See Business Fields for definitions of these fields.

Date Range

Date options include

Range options include

Note that the Date Range preference will be applicable only if it is one of the displayed search fields.

Select Default Operators

Options include

See Search Fundamentals for details about operators.

Business Result Set

Display Tools

Create a simpler workspace by hiding the tools you donít use.  Select the tools you want displayed on your result set.  Options include

See Business Result Set for descriptions of these tools.

Fields to Display

For each of the five content types:

See Business Fields for detailed field descriptions.

Company

 

 

Fields to Display

Initial Sort Field

Order

City

Industry Type

SIC Code

Publication Date

Year Founded

State

Revenue

Number of Employees

Country

Ticker Symbol

Citation Count

Company

State

Country

Publication Date

Revenue

SIC Code

Year Founded

Number of Employees

Ascending

Descending

The company name field is always displayed.

 

Market

Fields to Display

Initial Sort Field

Order

Company

Industry Type

Journal Name

Publication Date

Geographic Name

Language

Title

Publication Date

Journal Name

Ascending

Descending

The title field is always displayed.

 

Products

Fields to Display

Initial Sort Field

Order

Ticker Symbol

Descriptor

Industry Type

SIC

Company

Lead Paragraph

Journal Name

Country

Product Name

Publication Date

Event Name

Use Name

Country

Publication Date

Ascending

Descending

The title field is always displayed.

 

News

Fields to Display

Initial Sort Field

Order

Lead Paragraph

Descriptor

Company

Industry Type

Publication Day

Publication Date

Geographic Name

Language

Journal Name

Title

Publication Date

Journal Name

Ascending

Descending

The title field is always displayed.

 

Research

Fields to Display

Initial Sort Field

Order

City

Descriptor

Country

State

Research Description

Abstract

Section Heading

Country

Organization

Ascending

Descending

The organization field is always displayed.

 

Exporting & Reporting

 

Format Options

Options include

Please see Exports and Reports for descriptions of these format types.

Available Fields

Select fields to export.  Click and drag or Shift+Click to select multiple adjacent fields.  CTRL+Click to select multiple non-adjacent fields.  Then, use the Left Arrow and Right Arrow to add fields to or remove them from the Chosen Fields box.

The order of the fields in the Chosen Fields box is not related to the order in which they appear in the exported document.

 

Highlighting

Activate Highlighting

Turn Highlighting on or off at the application level.

Show Highlighting Within

Turn Highlighting on or off at the feature level.

Options include

Highlight Color

Options include

Highlighting Fields

Options include

Default Hit Map View

Options include

Saving Preferences

Press SAVE to save your preference settings.

Press DEFAULT to return your preference settings to the default.