Data rules are available only in a saved analysis (analysis module or inside a guided activity). 

To activate or review existing rules, please read the related article "Data Rules Administration".

These rules concern mainly Assignees and will help you to regroup several assignees names under the same item, and avoid a scattering of different portfolios under several names.

Moreover, you can regroup Inventors, Concepts (Advanced and Premium), Classifications, Representatives, Parent companies (Premium), Plaintiff/Defendant (DartsIP module) through this interface. 

This article will show you how to regroup Assignees in 4 different ways. Other type of data will use the first and third possibilities. 

Step 0, save your analysis by using the dedicated button at the top right of the analysis dashboard :

and define a name and a folder to save your analysis.

Then, when your analysis is saved, you can use the Data Rules menu => Create a new rule :

The default page of the Data Rules is the list of Assignees names in your analysis. Note for Premium : you will see assignees names from your analysed families and from the citing/cited patents of these families.

Assignees are sorted by occurrences, in other words "how many times this name is present in your analysis".

First possibility to regroup assignees : select and group

Any assignee in the list can be selected. If you select at least two assignees in the list, buttons on the right hand panel turn on with several options. The most simple option is to use "Group":

A pop-window "Saving rule"' appears with several options :

  1. New rule / Existing rule
  2. Scope
  3. Name
  4. Description

If you want to re-use an existing rule, select the related choice, and a drop-down menu will appear to let you choice the related rule. 

Here, you want to create a new rule. The scope menu has two options : Analysis or User. The first choice will create the rule only for this analysis. The second choice "User" will create a rule shared between analysis and will remain available for any other analysis. 

This "User" possibility is the best one to capitalize your work of grouping and allows you to re-use a previous rule and increase the list of assignees names  behind a grouping.

The name field is a text box and you can edit/modify the Assignee name that you will have after applying this rule. 

Description is a free-text box and you can enter anything to help you in the future to know more about how and when this rule has been created (useful when you have hundreds of rules to activate in the Data Rules Administration).

When the rule is created, the grouping is applied and the assignee list is refreshed with the regrouped item in in bold / 3-blocks icon

If you missed something and want to add a new assignee within an exiting group, first select the assignee to add, and second the existing group. The "Group" button will turn on and the pop-up window will automatically detect the add to an existing rule.

Second possibilty to regroup assignees : Corporate tree

This option is fully automatic. And easy. 

You have to select one assignee in the list, and on right hand panel, use "Corporate tree button"

This feature starts a search in our corporate tree (the one from the Advanced/Assignee search) and will show you the position of the selected company name into one or several organizations. 

Here, the selected company has 3 subsidiaries. But the little orange icon (with a child and a parent) indicates that the company is part of a larger group. By clicking on this icon, the selected company is placed back inside the complete group :

The main purpose of this tool is to select the mother company. All the subsidiaries beneath will by selected and imported within well-known window "Saving rule" explained above where you can edit the name of the rule, the scope or the description.

In few clicks, you can create a rule with the whole list of companies inside a group. Again when the rule is created, the assignee list is refreshed with a new item in bold and a special icon 

Third possibility : use a filter

The assignee list can be filtered by using the "Filter results" text box on top of the assignees list. Just type at least 3 characters like :

The list is refined with only names which are containing the expression. On this list, you can select one or all the items, and create a rule like you did in previously in the first possibility "Select and Create a rule".

Nevertheless, when a filter is active, a special button appears on the right hand panel : "Use filter as a rule"

The rule creation is exactly the same than before (name, description, scope etc). 

The main specificity of a rule created from a filter is the pattern used by the rule, in addition of a regular name-based grouping. 

This pattern will run a search +CARL+ in the assignee list after the rule is created, and will match all the possible assignees with this characters chain to regroup them under the rule's name.  

This feature is very useful if you have to create a rule on a distinctive assignee name. In this example, +CARL+ is not the best choice : this is a common first or last name, and in use inside several company names. Best thing is to increase the filter like +CARL ZEISS+ in order to match all the name's variations with enough insurance. 

Fourth possibility : Suggested grouping

This option is based on the orthographic similarity between names. You can run this wizard with the the button Similar names are regrouped and the wizard will suggest groupings like

You can directly create the group with all the different items, or select some of them then create the group with these assignees and not the others.

This wizard is often used after the manual work on rules creation, and will help you to clear up quickly the rest of the assignees names. This way is also a good solution to increase the number of rules in your account, if the rules created with are defined in the "User" scope.

This article is now over. Recommend articles around are:

  • Data rules management
  • How to save an analysis and why
  • to be continued