What is an alert?
Orbit alerts notify you by email of new patent publications that meet your predefined search criteria. After you create an alert, you receive a weekly or monthly file containing the bibliographic details of all new patent publications, including abstracts and drawings, if available. Fulltext records are available for the new publications if you specify this in your alert settings. Alerts can be set up to monitor new publications assigned a particular assignee, inventor, with particular classification codes, priority numbers or keywords.
After conducting a search, you can create an alert by hitting A key in the hitlist or use the “Alert” link in the last search step in the Search history.
You must fill in the parameters requested by the alert creation form so that your alert is effective.
Name: This field is mandatory. The name is used by orbit to identify your alert. The name may be up to 30 letters and numbers, without spaces or special characters. The following characters are not accepted: / ;\# “. The name must be unique. It cannot be a name in use by a saved search or another alert.
Title: This field is mandatory. The title will appear in the subject line of the email notification. The name may be up to 60 letters and numbers, including spaces. The following characters are not accepted: / ;\# “.
Subaccount: This field is optional. It is a reference used to manage costs, which will appear in the alert’s results. Up to 30 characters letters and numbers only, no spaces or special characters. If you have a subaccount defined in your user settings it will be filled in automatically.
Run the alert: Alert results can be received weekly or monthly.
Monitoring Fields
Whenever the box Documents with abstract only has been checked, the following monitoring fields are used:
•weekly: UMTA code (FamPat and Fullpat)
•monthly: UMT4 code (FamPat and Fullpat)
Whenever the box Documents with abstract only is unchecked and no code is indicated in the Specific Monitoring Field(s) line, the following monitoring fields are used:
•weekly: QW code (FamPat and Fullpat)
•monthly: QM code (FamPat and Fullpat)
For the Fulltext collection, by default, the choice of frequency is Weekly, and the monitoring code is UP. With monthly frequency, the code is UP4.
When the option Documents with abstract only is unchecked, you can specify one or more monitoring fields. This function is reserved for FamPat and Fullpat.
UAB: Weekly – all documents newly-added to the collection and receiving a human English abstract for the first time as well as those documents already in the collection that are receiving an official English abstract for the first time.
UAB4: Monthly – corresponds to UAB
QW: Weekly – all documents newly-added added to the collection, excluding references prior to 2006 and D0 documents. Documents receiving a title, official English abstract, assignee, CPC, ECLA code or FI/F-Term for the first time are included.
QM: Monthly – corresponds to the QW
UP: Weekly – all documents newly-added to the collection
UP4: Monthly – corresponds to UP
UMTA: Weekly – To receive the references newly entered into the collection once they get their 1st English abstract (official or machine-translated) at the family level each week.
UMT4: Monthly – corresponds to UMTA
UABA: Weekly – new documents added to the collection with an abstract (regardless of language) and documents receiving an abstract for the first time (regardless of language).
UAA4: Monthly – corresponds to UAB
UEC: In order to get the references newly added to the collection each week with a CPC or IPC code as well as the references already present in the collection which have been assigned a CPC or IPC code for the first time
UE: In order to get the references already present in the collection each week that have been modified by adding an equivalent or a publication step.. You can limit your alert on specific countries via the UECC field. For example :
Entreprise /PA
(JP and CN)/UECC
1 and 2
UE4: Monthly – corresponds to UE
You can enter multiple monitoring codes in the input area, separating them with spaces.
Your search strategy appears in the Script input field written in command line language. Each query is numbered. You have the ability to edit your script by inserting new queries (Insert) or by removing these queries (Delete). Knowledge of the command language is required to generate new queries.
Click the Clear button to return to the original script without saving changes.
With the Full View button, the script of your alert will display in a pop-up window with queries numbered; you then have the option to copy/paste and save.
Collections
The collection and sources searched during the creation of the alert are populated. You
have the ability to modify them.
For example, you can use the script from a search done in Fullpat script to create an alert in FamPat. In this case, you have to change the collection in the creation page of the alert.
An alert in the collection FamPat can be re-executed in another collection: for this you must define the new collection and possibly the selected sources.
If you change the collection and then select Execute from the Actions column in the list of alerts, the change in collection will only be taken into account for the one execution. Conversely, if you select the Edit option, your modified alert will be backed up with the change of collection and/or sources you specified.
Some fields are not present in all the collections. A message will warn you of the absence of a field and you will need to adapt the script to the collection in which you want to run the alert.
Template
Select the document format and file type.
Classic: This is the default format. , allowing results to be sent without a predefined format. There are 3 options for format: text (.TXT), Acrobat (.PDF), and Word (.RTF). The short format fields option is available for all three file types. You can include a page break between records in PDF and RTF formats.
Excel: Alert results are sent as .XLS or .CSV files.
XML: This template may be sent in XML Full or XML Light.
First page style: Alert results displays are similar to the front page of a patent. You can opt for Acrobat (.PDF) or Word (.RTF) formats are options.
Add to a workfile (FamPat and Fulltext): Alert results are delivered and stored in a specified directory. You must select the directory where the documents are to be stored, after the automatic creation of a workfile with your alert’s name.
RSS Feed: Alert results are sent via an RSS (Real Simple Syndication). Your alert will generate only one mail, with the first result. After that, no mail will be send.
Available for Classic, Excel and XML templates, this menu allows you to specify additional fields in your alert results by selecting Standard or Custom.
With Standard, four options are offered:
Document: Title, abstract, inventor, assignee, publication numbers and dates, application numbers and dates, priority numbers and dates, designated states and the first page image.
Max: title, abstract, inventor, assignee, publication numbers and dates, application numbers and dates, priority numbers and dates, designated states, the front page image, classification codes, abstract, citations. Plus from the FamPat collection; patent object, advantages and drawbacks, independent claims
KWIC: Publication numbers and dates, title and Key Words In Context.
Classification: Publication numbers and dates, title, assignee and classification codes.
Key content, claims, and descriptions can be included in any format above when exporting from FamPat. Images and Legal Status may also be included in any format above.
With Custom, you can click on the Compose button to select the fields that you want to receive in your alert. The fields present in the Custom button are adapted based on the collection selected for the alert. You can include the Cover Page Drawing.
For the Cover page template, you can include the Key content (only FamPat), the Claims (FamPat and Fullext), the Description (FamPat and Fulltext), the Legal status and the Cover Page Drawing. Delivery
Enter the recipient’s e-mail address. Up to 23
addresses may be entered, separated by a comma or semicolon. Click Save to save the alert.
You can manage email notification and the presence of links to the original
patents and drawings in your User settings.
The Save button saves your alert, which is then included in My Alerts.
The Save and Execute button saves and executes your search.
The Clear button deletes the changes made to the alert (except for the script).