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Knowledge base
Services Portal
User guides and resources for Services Portal
2
Services Portal User Guide
Questel Services Portal Training Videos
Introduction and Access
3
Introduction and Access
User Settings
Navigating the Services Portal
New Projects and New Estimates
14
New Projects and New Estimates
Estimate List
EP Grant and EP Validation
PCT National Phase
Direct Filing
View all 14
Starting, Saving & Modifying Projects
6
Starting, Verifying & Confirming Projects
Leaving Instructions
Saving Project Drafts
Project List
Modifying Projects
View all 6
Glossary of terms
1
Glossary
Orbit Express
Orbit Express presentation and its role with Orbit Intelligence
0
Orbit Express user guide
0
Orbit Express training videos
1
How to improve search and categorisation with Orbit Express (T&T)
Tips & Tricks - Orbit Intelligence
Tips& Tricks videos - Orbit Intelligence - 2019
5
Jan-19 - [T&T] Set Up Effective Alerts for (US) Patent Watching
Apr-19 - [T&T] Explore the difference between the strengh and value of a patent
Apr-19 - [T&T] Orbit Intelligence Metrics Can Assist in Developing Your Business Strategy
May-19 - [T&T] Tips to reduce noise when searching in Orbit Intelligence
Nov-19 - [T&T] Discover Orbit Intelligence’s categorization capabilities
Tips & Tricks videos - Orbit Intelligence - 2020
5
Mar-20 - [T&T] Identify blocking patents using citations
Apr-20 - [T&T] Evaluate patentability
Jun-20 - [T&T] How to carry out a Patent Landscape analysis ?
Sept-20 - [T&T] Focus on Assignees : How to search for and analyze company data
Dec-20- [T&T] How to improve search and categorisation with Orbit Express
Tips & Tricks videos - Orbit Intelligence - 2021
5
March-21- [T&T] Gain time by choosing the right collection for your patent search
Apr-21- [T&T] How to search for Utility models, Designs or Non-Patent Literature in Orbit Intelligence
May-21- [T&T] How to broadcast patent information within your organization using Orbit Review
Sept-21 - [T&T] How to efficiently collaborate through Orbit Intelligence's Workfiles system
Oct-21 - [T&T] How to carry out an effective Freedom To Operate search?
Tips & Tricks videos - Orbit Intelligence - 2022
4
Feb-22- [T&T] Set up automatic alerts in Orbit Intelligence and watch your competitors activities
May-22- [T&T] Learn how to use classification codes and technology domains to refine your searches
Oct-22- [T&T] Patent Prosecution module including an IDS generator and the likelihood of grant in the US
Sep-22- [T&T] How our IP Analytics tool can help you decide to opt in or opt out?
Tips & Tricks Videos - Orbit Intelligence - 2023
5
Jan-23-[T&T] How to set up an efficient alert in Orbit Intelligence?
Mar-23-[T&T] How to know almost everything about Legal Status
June-23-[T&T] How to do competitive intelligence using Orbit Intelligence
Sept-23-[T&T] How to carry out an effective prior art search
Nov-23-[T&T] How to monetize your patent portfolio with Orbit Intelligence
Tips & Tricks vidéos - Orbit Intelligence - 2024
2
Jan-24-[T&T] Assignees' Secrets – Portfolio Search Strategies with Orbit Intelligence
June-20-[T&T] Patent Search with Orbit Intelligence – New Innovations & Strategies
Search
Build a query
12
How does Innosabi Insight research work?
Build a query with keywords and operators
Search for an organisation
Search for a specific organization on a topic
Boolean Operators
View all 12
History
2
Search History
Run a query from Search History
Save a query
4
Save a query
Rename a saved query
Run a saved query
Delete a saved query
Understand the Dashboards
Technology Landscape Metrics
17
Technology Landscape Overview
Patent Investment Dynamic
Innovation Strategy
Geographic Protection
IP Players
View all 17
Data Screening Metrics
4
Data Screening Overview
Non Patent Litterature
Inventions
Players
Competitive Landscape Metrics
6
Competitive Landscape Overview
Set up Organizations to run a Competitive Landscape
The Race
Positioning
New Bets
View all 6
Access to documents
5
Access to the list of patents families related to my searched topic
Access to the list of publications related to my searched topic
Access to the list of projects related to my searched topic
Access to the list of clinical studies related to my searched topic
Access to the list of web contents related to my searched topic
Players Profile
17
Access the profile of an organisation (company, university...)
Understand Players' Profiles
Organization Profile - Overview
Organization Profile - Why
Organization Profile - Last News
View all 17
Filter Search Results
3
Filter search Results
Filter by country
Filter per date interval
Getting Started
Login and set-up my profile
6
Login process
Log out
Set up my profile
Language Preference
Email preference
View all 6
Account Management
3
Set up your Organization account preferences
Contact and Organization overview
Grant an access to Orbit Asset to a new user
Finding your way
11
What is a "Family" in Orbit Asset
Add a new family
Add invoices manually
Add a new asset to a family
Add new events and tasks
View all 11
Search and visualize your information
5
Search your assets
Patent family and patent overview
Patent "General Information" overview
Access to the public data
Quick search (Portfolio overview)
Analysing
Analysis - basics
2
Launching an analysis
How to save an analysis and why
Analysis - customization
6
Chart data modification
Generate a Presentation / Reports
Customize the Landscape map
Create a Data rule
Data rules administration
View all 6
Analysis - In depth features
5
Patent metrics - Citations
Understand and use a landscape map
Patent Metrics - Value metrics
Patent Metrics - Generic indicators
Patent metrics - Create a table of values
Analysis - Charts descriptions and details
0
Export & Bookmark
Export a graph
1
Export a Graph
Export a list
7
Export a List of Organizations (Companies, Universities, Startups)
Export a List of Key Opinion Leaders
Export a List of Patent Families
Export a List of Scientific Publications
Export a List of Projects
View all 7
Export a profile
1
Export a profile
Export a dashboard
1
Export a Dashboard
Generate a report
1
One Click Report
Bookmarks Management
1
Managing Bookmarks
Export organizations in one page PDF
1
Export organizations to one page PDF
Get Started with Innosabi Insight
Run a search
1
Start searching
Understand the search results
5
Navigate through Dashboards
Get a comprehensive overview of a technology
Access the most relevant scientific documents related to your topic
Quickly understand the competitive environment on your topic
Explore the metrics
Export the search results
1
Export search results
Innosabi Insight FAQ
Database
3
How often the database is updated?
What is the database geographical coverage?
What is the data scope?
Relevancy
8
What are the relevancy criteria for the list of inventions?
What are the relevancy criteria for the list of publications?
What are the relevancy criteria for the list of projects?
What are the relevancy criteria for the list of clinical studies?
What are the relevancy criteria for the list of companies?
View all 8
Browser
1
Which browser is recommended?
Data & coverage
Collection definitions
2
FAMPAT family construction rules
Select the right database : Differences between FAMPAT, FULLPAT and FULLTEXT collections
Database and content coverage
6
Coverage of the FAMPAT database
Coverage of the FULLPAT database
Coverage of the molecule search
What is the coverage of the Non Patent Literature (NPL) database
Concept and Key content extraction
View all 6
Understand the data
5
Understand the Legal status and legal state in FAMPAT/FULLPAT
Understand the events groups in the Legal status
Understand protected countries
Understand the assignee normalization in FAMPAT/FULLPAT
Understand the Reassignment and how to search
The Unitary Patent
2
The data for the unitary patent
Alert on Opt-out for Unitary Patent
Get started with Orbit Intelligence
Interface presentation
2
Quick walkthrough
How to change password or interface language
User settings
3
User settings presentation
Change displayed language of patents
Customize the displayed members
Start searching
5
Easy Search
Search assignee names
Number search
Semantic search
Similarity search
What is Orbit New Generation (NG) ?
1
Orbit NG: New infrastructure for the Search
Searching further
Advanced Search
6
Advanced Search form
Build queries using truncations and operators
Combine search steps using the search history
Save a search strategy
Search SEP (Standard Essential Patent)
View all 6
Chemistry Search
6
How to easily search a molecule from any written form
How to search for a chemical molecule by drawing its chemical structure
How to use Markush structure drawing
Review your hitlist after a chemistry search
Coverage of the molecule search
View all 6
Biosequence Search
12
Vocabulary for the BioSequence module
Orbit Biosequence data coverage
What type of searches are available in Orbit Biosequence
How to search for a sequence including CDRs
Conducting a short sequence search
View all 12
Designs Search
2
Designs Search in Designs module
Designs Search in Patents module
Handling results
Alerts
4
Setting up alerts
Using update codes in alerts
Using update codes in the command line:
Legal Status alerts : best option "Legal Status Monitor" (LSM)
Results
10
Highlighting keywords
Results display customization
Citation searching
Exporting results
Explore results of your Citation search
View all 10
Workfiles
7
How to choose between Workfiles & Lists
Creating workfiles
Adding documents to a Workfile
Creating User fields
Orbit Review: Setting up email notifications
View all 7
Orbit Review & Workfiles notifications
0
Tips & Tricks - Innosabi Insight
Tips & Tricks recordings - Innosabi Insight - 2020
3
Feb 20 - [T&T] Compare your innovation activity to the competitors’ ones
May-20 [T&T] Improve your searches to detect innovative companies
Oct 20 - [T&T] Find the best partners to accelerate Innovation
Tips & Tricks recordings - Innosabi Insight 2021
3
Jan 21 - [T&T] Monitor your competitors’ innovation strategies
Jun 21 - [T&T] Prepare to roll out a new product
Dec 2021 - [T&T] Refine your innovation strategy
Tips & Tricks recordings - Innosabi Insight 2022
1
Dec 2022 - [T&T] Capitalize on the knowledge gained with Innosabi Insight and discover the new features
Tips & Tricks recordings - Innosabi Insight 2023
2
Apr 2023 - [T&T] How to benchmark your competitors?
Oct 2023 - [T&T] - Boost your innovation projects thanks to academic partnerships
Portfolio
Patent management system
9
Add a new invention disclosure
Add a new patent application priority
Filing a divisional, continuation, or continuation-in-part
Inventors and Owers management
Patent Biblio/Claims tab
View all 9
Trademark management system
4
Add a trademarks in a family
Trademark Overview tab and 1-click access to trademark public data
Add manually a new trademark to a family
Indicate a trademark as abandoned, expired or refused
Design management system
2
Add a new design family
Add a new design inside a family
Renewals Module
6
Set-up the Renewals module
Passive renewal management
Active renewal management
Renewal management synchronized with PAVIS
Error reports and definitions
View all 6
Other type of asset management system
0
Contract Management
1
Management and organization of contracts
Workspace
4
Questionnaire & Committee management
Workspace overview
Set up your "workspace"
How to add "related assets" in a workspace?
Organize and monitor your portfolio
Organize the IP portfolio
5
How to group by families or individual asset
Custom fields management
Add a custom field value or a contact in bulk to assets
Related families : Link your assets together
Move asset to another family
Document management
3
Documents management
E-mail management
Operating mode and security associated with e-mails management
Docketing system
3
'Case manager' role
Patent & Design auto-docketing module
Zoom on automated creation of tasks for a European patent
Search
1
How to search for particular assets
Reports & Strategic charts
Export data listing
2
Export in Excel your portfolio
Export management
Dashboards
3
Patent Dashboard
Trademark dashboard
Finance dashboard
Cost forecast & Budget scenario
5
Patent cost simulator
Customize your patent cost engine
How to customize extension profiles
Customize your trademark cost engine
Functioning of the cost engine
Docketing report
8
Legal status analyzer
Grant analytics (US application) - Overview
Grant analytics (US application) - Application analysis
Grant analytics (US application) - Examiner analysis
Grant analytics (US application) - List of rejections
View all 8
System Administration and Additional Resources
Data Synchronization with Public Databases
9
What is a bibliographic update?
Bibliographic update : timing & coverage
Set up your bibliographic update Auto/Suggest/None
Visualize your families with available update
Validate your trademark's suggested updates
View all 9
User, Contact & Organization management
5
Entities (type of organization)
Law Firm (type of organization)
Manage your contacts
Contact access management
Level of right / Permissions description
Import data in Orbit Asset
3
Importing invoices via Excel
Importing via the Orbit Intelligence pruning module
Import Goods and Services
Docketing & Auto-docketing system
2
Auto-docketing rules management
Overview of the docketing system
Innosabi Insight Interface
Homepage
7
Menu Bar
Search Bar
Latest Searches
Latest News
Latest Bookmarks
View all 7
Search interface
1
Search Interface Description
Search results interface
2
Read a metric
Search Results Interface Description
FAQ
Q&A
3
Orbit NG: Frequently asked questions
Orbit NG: "Not runnable" label for your saved searches/alerts
Orbit NG: Why can I notice differences between my Orbit NG results and those from QP (Orbit 1.9.8)?
Insight Feed & Newsletter
Insight Feed : Monitor Companies and Searches
2
Newsletter - Monitor Companies
Newsletter - Monitor Searches
Innosabi Insight Use Cases
Technology Landscape
1
Technology Landscape
Competitive Intelligence
1
Competitive Intelligence
Partners Identification
1
Partners Identification
Startups Sourcing
1
Startups Sourcing
Predictions and forecasts
Prosecution statistics module
0
Tips & Tricks - Orbit Asset
Tips & Tricks recordings - Orbit Asset - 2022
2
Mar-22- [T&T] Manage your docketing tasks efficiently in Orbit Asset
Jun-16- [T&T] Efficiently organise your portfolio by using the tagging system in Orbit Asset