Orbit Intelligence allows you to store your results in either a Workfile or a List. Each addition from a FAMPAT/FULLPAT hitlist, to a list or workfile is limited to 5000 at the time.
A list can store up to 30,000 records. There no documents limits for workfiles ( this limit is a contractual one for your company).
Both are stored in a directory. Directories and subdirectories help you to organize your data by team, topics, clients and so on.
One of the main differences between the Workfiles and Lists is that data stored in a Workfile is static - its content can be updated using an alert or manually.
Lists are updated automatically when displayed, so if a patent has lapsed since the last time you opened the List, its legal status will be updated accordingly.
Data stored in a List is always updated when you open it.
Another main difference between lists and Workfiles is that Workfiles are designed to allow for collaboration between colleagues. There is an ability to create and use custom fields including ranking and comments.
Workfiles are convenient when you want to add metadata for patent scoring, categorization, and comments and share this list of documents and metadata with other users.
The two have a few other differences and this table will help you decide which one to use:
| Workfile | List | |
|---|---|---|
| Data Type | Patent families Designs | Patent Patent families |
| Data update | Manual | Automatic |
| Search | Yes | Yes |
| Search history | - | Yes |
| Filter | Yes | Yes |
| Share with user | Readers Express Intelligence | Express Intelligence |
| Review/Annotate | Stars Notes Attachments User fields - customizable | - |
| Alerts | Yes | - |
| Legal status | Optional* | Yes |
| Citations | - | Yes |
*Must be requested by client. Some fees may apply. See your sales representative