How to save an analysis and why

Modified on Wed, 26 Feb at 11:44 AM

  

After Launching an analysis, you can explore your data and start getting some insights. Saving your analysis in Orbit Intelligence will activate several advanced option helpful for more customization of your analysis.


In a saved analysis, you will handle all the results, and concepts will be sorted by frequency. In a live analysis, you are always on a sample of the results and concepts are sorted by relevance score.


The following table describes the different options between live and saved analysis.



FeatureSaved analysisLive analysisSub. levelDescription / Value addedRelated article
Analyse Workfile content
X
noAllAnalysing Workfiles content allows the creation of graphs using the manual user fields available in the workfile.
Warning: no Metrics here. Can analyse client's metadata like userfields.
Workfiles

Data rules

(Group assignees, concepts, Classification codes...)

XnoAllData rules allow the customization of data displayed in graphs. Regarding Concepts, it is for example possible to exclude obvious terms from graphs. on the assignee data, it is possible to group patent from subsidaries with their parent company.Data rules
Filter graphs
XAdvanced
Graphs can be filtered using command line queries. These filters are useful to customize graph by limiting them to a specific applicant for example

Custom axis by boolean



PremiumCustom axis allow the live categorization of large datasetTruncations and operators
MetricsMetrics40+ metricsPremiumMetrics are helpful to identify key patents families in the analysed portfolios.
Warning: metrics are only available in FamPat analysis
Patent metrics
Export all graph data
X

Premium
Any graph generated can provide a file with all the data crossed like TOP X Assignees


On top of these features, a saved analysis will be available in the explorer section on the left side of Orbit Intelligence.


Saving the analysis is easy: once the analysis launched, a simple click on the "Save analysis" button on the top of screen will open a new window. From this window, it is only required to name the analysis and click "OK". 

Optionality it is possible to browse the explorer (by clicking "Change folder") to choose in which folder the analysis will be recorded. By default the analysis is recorded in the Inbox folder.



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