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Manual

Advanced Search

Insightloupe hosts a massive amount of data that forms the backbone of every project. The Advanced Search module was created to enable users to pinpoint project-specific documents on the platform instead of struggling with the entire data set. This module consists of 4 sections:

  • Advanced Search
  • Bulk Patent Publications Search
  • Saved Search
  • Update Period

Access to Advanced Search Module

The Advanced Search module can be accessed from the Hamburger Menu:

  1. In the menu, select the project from the Projects dropdown for which you want to access the Advanced Search Module.
  2. Click on the Advanced Search module in the sub-menu of the project.

The Advanced Search option can be used to generate complex queries because it offers a large selection of fields, tags, keywords, and other options from which the users can filter out the documents.

Follow the steps below to compose an advance query:

  1. Click the Advanced Search option in the Search module to go to the advanced search form.
  2. Select the document type from the collections option by selecting the checkbox for the specific document type.
    • Only the document type present in the project will be visible here.
  3. Start constructing a query by selecting a query field and entering or selecting a query in the input.
  4. Some fields such as bibliographic fields dropdown will make a suggestion from the values that are currently in the database. You can add multiple values in those inputs that will be combined with an OR operator.
  5. Add additional query components by clicking any of the + buttons. Select a logical operator to combine the new query row with the existing rows in the query section.
  6. Click the Search button to execute the query.

Use Operators to Expand your Searches

Wildcards and double quotes can be used on the Advanced Search page and the Documents module.

To perform a single character wildcard search use the ? symbol and to perform a multiple character wildcard search use the * symbol as it looks for zero or more characters. Use the * on its own to find all documents.

Examples

Search query: te?t
Returns: documents with default fields containing the terms "text", "test", etc.

Search query: sen*
Returns: documents with default fields containing the terms starting with "sen".

Search query: *
Returns: all documents.

Multiple query terms can be combined into a query phrase by using double quotes. Use double quotes to search for terms containing special characters. Without double quotes these will throw an error.

Example

Search query: "glucose sensor"
Returns: documents with default fields containing the phrase "glucose sensor".

Search query: "r&d"
Returns: documents with default fields containing the phrase "r&d".

On the documents module you can also use Boolean operators:

  • OR: matches documents where either of the terms exist.
  • AND: matches documents where both terms exist anywhere.
  • NOT: excludes documents that contain the term after NOT.
  • +(required operator): requires that the term after the + symbol exist somewhere in a the field of a single document.
  • -(prohibit operator): excludes documents that contain the term after the - symbol.

Examples

Search query: method AND glucose
Returns: documents with default fields containing both "method" and "glucose"

Search query: method +glucose
Returns: documents with default fields containing both "method" and "glucose"

Search query: method title:sensor +glucose
Returns: documents with default fields containing "glucose", and either default fields containing "method" or a title containing "sensor"

Search query: method NOT glucose
Returns: documents with default fields containing "method", but not "glucose"

Search query: -glucose
Returns: documents without the term "glucose" in any of their default fields.

Bulk Patent Publication Search provides users an option to search patent documents based on the fields such as:

  • Patent Number
  • Family Id
  • Application Number
  • Extended Family Members
  • Family Members

Follow the steps below to search documents using bulk number search:

  1. Click the Bulk Patent Publications Search tab in the Advanced Search module.
  2. Select the field through which you want to search the documents.
  3. Enter numbers (separated by comma, space, or newline) and click on the Search button.

Saved Searches

Saved Searches will have all the queries that the user has saved from the advanced search and the documents module. Users can use the search bar to filter out the saved searches based on their names. Using the dropdown users can switch between My Saved Searches and Other Saved Searches options:

  • My Saved Searches - This option contain the search query saved by you.
  • Other Saved Searches - This option will have all the search queries saved by other users having access to the project.

There are the following other actions available on Saved Searches:

  • Edit Query - Use this option if you want to make changes to the saved search.
  • Rerun - Clicking on it will rerun the saved search and the documents will get filtered based on the query.
  • Create Alert - Clicking on this option will create an alert on the saved search query.
  • Visualize Search Query - This option allows users to create a chart on the filtered out documents.
  • Delete Search - Clicking on it will delete the selected saved search.

Update Periods

Using this option, users may specify the time frame during which they want to monitor document changes. Users can use these pre-defined periods in the Show Documents Changes under the Query Action dropdown in the documents module.

Follow the steps provide below to define a period:

  1. Click the Update Periods tab in the Advanced Search module.
  2. Click on the Add New button and enter the title for the period.
  3. Enter the start date and end date for which you want to see the document changes.
  4. Click on the Save button to save all changes.