Collections improve your workflow through offering a place for collecting the search results from various search cases and other lists.
Creating a new collection
You can create an empty collection
From the Home page, under the My Collections list
From Side bar
You can add documents to new or existing collection:
From a Search case or Collection using the Actions-menu, this option adds all documents from the search case or collection.
From a Search case or Collection by selecting wanted documents and then using Selected -menu. This option adds all selected documents from the search case or collection.
Importing results in Collection
You can add wanted documents to Collection in the Collection view
When you press "Add documents", you see following possibilities to add documents from:
search cases inside IPRally
a list (as a comma, semicolon, or newline separated list)
a XLS, XSLX or CSV file (publication numbers in one column)
Combining the results from search cases
Inside a collection, you can add the results from multiple search cases and combine them in two different ways - as an union (saving all patent families to the collection) or as an intersection (saving the overlapping families appearing in all selected search cases). Documents are grouped by family ID.
In case there were already documents inside the collection, in the next step you'll be asked to handle possible conflicts between those and the newly imported documents:
You can again choose between a Union or Intersection import.
Intersection import may have an effect that some of the existing documents (the ones belonging to non-intersecting families) are removed from the collection. You will be told beforehand what the effect will be and you can decide if you wish to proceed with the import:
Importing results from other sources
You have two ways of adding documents from sources other than IPRally's search cases - from a list or through uploading a file.
You can copy and paste a list of Publication numbers:
After pressing "Find", the system will search for the documents in our database and let you know which it found:
In the next step, you'll be able again to handle possible conflicts with existing documents inside the collection and confirm the import.
You can also upload an XLS(X) or CSV file to a collection.
In the next step, you have to choose which column of the sheet represents the publication numbers. This gives you the flexibility to conveniently import publications from other sources, such as other search tools, to the collection.
The collection result list
Sorting
The results are sorted by the time of adding to Collection. The most recently added results are at the end of the list. You can change the sorting order from the Sorted by menu.
Actions
The Actions menu allows export all results as Excel, add them to another collection or open them in Patbase or Orbit, if these options are turned on.
In the "View options" you have the same options to customize the look of your list as in a search case and some additional:
Added date shows the information when the document was added to the collection.
The toggle "Deduplicate by family" is on by default, turning it off will let you see the separate documents in the list which otherwise will appear as a bundle.
Expand families shows all the family members from the patent document in the list.