Recommended:  Using update codes in alerts


Alerts can be set up to monitor new information entered into the Orbit Intelligence databases. 

They allow you to be notified on new patent data within a certain technology field, from specific competitors, or to monitor selected patents. Only the 1000 first results will be available for each execution of an alert.


Practically any search query can be run as an alert. However, certain searches like citations or similarity will not give you all the results each week/month, due to the limitation used by the system.


Alerts can be set up on patents databases, designs databases, or to monitor online legal registers (see our specific tool Legal Status Alerts). 

This article focuses on alerts in the patents databases. 


To set up an alert:

  • Run a search on any of the three patent collections in Orbit Intelligence
    • In the example below we use the FamPat database
  • Go to 'Search history' > click the 'Alert' link
    • As an alternative you can hit the “A” key on your keyboard.



In the alert setup page, define the alert parameters:

 

General section 

You will here give the alert a Name and a Title + specify the frequency (weekly or monthly).    

  • The Name of the alert will be stored in your account: it may contain your own codes to recognize the alert
  • The Title will be the title received by all recipients: it can be a bit longer and more descriptive.




  • Run alert frequency:
    • The default option is "Retrieve records once they have an abstract":
      • This will monitor new records (in the case of FamPat, new families) and produce a hit only once an abstract is available, so as to be certain one has enough content to assess the result 
      • This corresponds to the update codes UMTA (weekly) and UMT4 (monthly)
    • If you want to monitor more than only new records with abstracts, deselect this default option:
      • It will allow you to enter the update codes that match your needs. 
      • Update codes are used to specify which types of new information should be monitored, for example new family members or new legal information. 
      • See article 'Using update codes in alerts'





Strategy section
It contains your alert strategy - it is by default populated by the search you have carried out. 
You can modify the strategy by adding or deleting search steps, or by making changes to individual steps. 



Collections to survey
The database that was used in your search is preselected - you can also modify it here. 
If you change the database, don’t forget that the searchable fields may vary depending on the selected database.



Delivery format
3 delivery options are available:
 
1) Excel file 
The file formats available are the same as those of regular exports. 
The latest option used is preselected - you can change file format using the modify button. 

2) Workfile
Your alert will automatically populate a Workfile.
You can select the directory in which you would like the Workfile to be created - the system will automatically generate the Workfile the 1st time the alert runs.

NB: The Workfile will bear the name of the alert - Alerts Workfiles should not be renamed in the Workfile module.

3) RSS reader flow



Alert results are sent via email - you can add up to 23 recipients per alert:
You can  manage your alerts under the section "My Alerts":



Alert results
In addition to the emails notifications, alerts results are also stored in your alerts portfolio for one year from the last execution date, and results from Workfiles alerts are stored in the Workfile.