What is tagging?
Tagging allows you to assign pre-determined values or ‘tags’ to patent families or groups of patent families for either your own or for colleagues reference. It allows you to do this quickly and easily on the platform itself, so no export/import into different tools is required. The tags can then be very easily searched for and reviewed, and even added into a new report, all within the platform.
Before you can begin tagging in Cipher, we will work with you to set up your custom tags which will then be available the next time you access Cipher. The category of these tags and their wording, will be entirely up to you and relate directly to the nature of the tasks you carry it out whether it’s labelling patent families of high importance to be reviewed, or tagging families to specific technologies within a report for example. This set of tags will be by no means set in stone and it will be possible to add and change these as you develop new ways of working on the platform.
How do I enable family tagging?
To begin set up or to change any existing tags, please get in touch with a member of the Cipher team. We need to know:
What kind of tags would you like to be added to the platform? (see below for guidance)
Who requires the ability to tag families in Cipher? (write access)
Who requires access to these tagged families? (read only access, but this user has access to the tagged groups of families)
When To Use Tagging & What Does it Help With?
Once your tags have been setup by the Cipher team, you're ready to review the patent families of your report and begin tagging in earnest. Here are some typical ways this feature might be used.
A classic group of tags to include would be a grading or ranking of relevancy. An example could be that you have the results of a classifier report, and you wish to work through the results to highlight those patent families of high, medium or low importance. The grading system can be set up exactly how you like. A simple relevant ‘yes’ or ‘no’ or a score from 1-10 being typical examples. Alternatively, you may wish to tag those families in a particular classifier score range for review by your colleagues, for example '0.5-0.6 score', '0.7-0.8 score', '0.8-0.9 score and so on.
This work could be applied to numerous projects, or across numerous teams, and the setup is dependent on the level of scrutiny the project calls for.
Tagging can be setup just for your access and review, or if you wish to share this information with colleagues, we can set this up for you also. Please contact firstname.lastname@example.org so that we can organise a call and get this setup for you.
The next example of family tagging relates to categories, and could relate to a specific sub-technology within a report such as a science application, or a key ingredient for example. This is particularly useful in reports using broader classifiers, where you can place interesting families into tagged groups for further review.
This categorisation is particularly useful when sharing patent families with colleagues working in different areas, or subsets of particular technologies. Previously you would need to download the data into excel/csv, whereas now you can do it directly in Cipher and share tagged lists with others. We can call these tags anything you would like so please do speak with us so we can set this up for you.
The final suggestion helps in those moments where you are looking through a report and notice a particularly interesting family, whether it be from a competitor who you weren’t aware were filing in a particular area or even one of your own you weren’t aware of. Tagging as ‘interesting’ keeps these notable families in an easy to access and easy to share place.
How do I tag families?
In this section we will cover a few a ‘typical workflows’ using tags explaining a few simple use cases, as well as highlighting more in-depth ways of working.
The process of applying tags can be done from any ‘data list view’. The families list can be reached by clicking on any data set from any chart (this will provide the corresponding list of families that you've just clicked into). Alternatively you can access all families within the report, including expired & rejected, by clicking on the list view from your report (below).
From this view there are two ways you can browse patent families and begin to apply your tags. The method most suited to you will depend on the task itself, taking into account the number of patent families in your report or dataset that you would like to review, and how much the individual families need to be scrutinised.
The first option is bulk tagging. This could be when you want to -
Tag all families that you've clicked through to from particular chart i.e. all assets of company A that are granted in the US,
If you are able to identify key things about a family without going into the details perhaps through a key word search in the title and abstract,
Tag all families with a classifier score of 0.8-0.9 for example.
Once tagging is enabled in your account you will see tick boxes appear to the left of all patent families in a list view. To select all, click the box at the top of the column, or tick the individual families (as per below)
Once you have selected the relevant family/families, open up the ‘tags’ dropdown (above) which will display all of the tags you have agreed to set up with the Cipher technical team. Select the one that you want to apply.
Individual Family Tagging
If you wish to review more detail of the patent family, you may want to click into it to review the title and the abstract first and read the patent. Click on the Cipher Family ID of the particular family you’re interested in, to open it up.
Initially, your tags will be hidden, so to display your tagging options, please click the tags icon (top right, highlighted (1)). This will show all of them (2)
We have included the three categories/use cases for tagging that we mentioned above: bookmarked, fruit and ranking. You’ll see in this section there is also a search bar which relates specifically to the contents of your tags. This will come into play if you have multiple tags and need to find what you’re looking for quickly.
You will also see differently shaped boxes in different categories. E.g. The ‘ranking’ tags are circles, denoting that you can only make one selection in this category, whereas the squares in 'bookmarked' and 'fruit' allow you to select multiple.
This again revolves around the types of tags you are using. A member of the Cipher team will discuss this with you when setting up your tags.
In a ranking use case, a singular option is used (when selecting more would be contradictory), whereas the fruit selection (a substitute here for narrow technology areas), the ability to select multiple makes sense as some families could be parts of two technologies for example.
Another benefit of this view, is that you can click through from family to family rather than having to go back to the data view. To do this, scroll left or right from the top right (3).
Filtering and Creating Tagged Reports
One of the key benefits of the new tagging tool, is the ability to share your tags, or more specifically your tagged patent families with colleagues, seamlessly integrating Cipher into your workflow and avoiding having to export / import and work across multiple platforms. You can:
Easily generate a new report from tagged families, and share this report with your colleagues via the share report icon. Tagged families are available from the 'new report' tile under the 'tagged families' tab. Reports can then be shared via the share icon in the top right of your report:
When we enable family tagging for you with write and read access, we can enable your colleagues to have read access to the 'tagged families' tab in the 'new report' option (see below).
This means that they can generate their own reports from tagged data (they won't have access to tag families themselves, unless you request this during the tagging setup call with a member of the Cipher team).
Need help? Request support and we'll connect you with a Cipher expert.
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