Creating tags and lists

Tags and lists allow you to organize patent information for easy re-use later. Here are some of the things you can do with tags and lists in Amplified:

• Train custom classifiers to predict tags on new patents you haven't read yet
• Use an entire tag or list as a search input to automatically find more similar patents
• Load a list or tag into a Project to sort and filter within it

To manage your tags and lists, click on Manage tags or Custom lists at the top of your dashboard:

What is the difference between a tag and a list?

Lists are simply saved lists of patents. Think of them as shortcuts for loading patents into a project, sorting by similarity to large numbers of patents, and making it easier to share knowledge within your organization.

Tags, on the other hand, are visible on patent result cards and full text pages in projects. They have a confirmed/rejected status which indicates whether the patent is relevant or not relevant to the tag. Tags can only be added to a patent by a human. You can use your tagged data to train custom classifiers that then generate predicted tags.

In Amplified predicted tags will always be clearly differentiated from your human-added tags. In other words, a tag on a patent shows you the result of a human's review while a predicted tag gives you a machine's suggestion.

How tags and lists are organized

To get started, you'll need to create your tags or lists and then add patents to them. You can do this by clicking the red New list or Create tag button in the top right of the tag and list management screens.

Names and definitions

You can add a name and definition to help keep your information organized.

Visibility

This determines who can see and use the tags or lists. You can keep tags private to just yourself, make them shared with multiple users by selecting one or more workspaces, or set them to team-wide so everyone gets them.

Use the Visibility control to scope tags or lists to the right users so that people aren't overburdened with unnecessary information.

Adding patents to tags

You can use the Import tagged patents button to bulk import all at once or click on the + icon under FAMILIES TAGGED to add patents to individual tags.

Adding patents to a single tag

Simply copy and paste a list of patent numbers or upload a file. Be careful to select Confirmed or Rejected.

Confirmed means these patents should have this tag on them because they are relevant.

Rejected means that these patents were reviewed and determined to not be relevant to this tag even though they may look relevant at first. Rejected tags are required to train custom classifiers.

In the tag management page you'll see a number under FAMILIES TAGGED for each of your tags. This tells you how many families have been added to the tag. You can click on the number to see all the patents with that tag.

Using tags and lists in projects

Using tags or lists to sort results

To use tags or lists as a project input, go to the SIMILAR TO section and click over to the Patent tab. You can use the Add related patents button to add a tag or a list.

After selecting a tag, you'll see it in the left side of your project and you can click Update Results to automatically go and search for more patents like your tag. It even works with big lists like the qubit generation example below with 1406 tagged patents!

Viewing a tag or list in a project

You can also load the patents from a tag or a list into a project and then sort & filter it using your project inputs. To do that, simply click on the Search results dropdown at the top of the project screen and select the tag you want to load. You'll see that your search results are replaced with the patents from your tag or list and they will be sorted, filtered, and highlighted based on your project inputs.