Tags and Lists in Amplified

What can you do with Tags and Lists?

Tags can have hierarchy and will be displayed on search results in projects. Lists are just saved lists of patents that you can then load into projects to quickly search and visualize within them.

In a project you can:

  • Add tags or lists to a project under Related patents to sort search results by similarity
  • Load a tag or list to a project under Search within to then sort, filter, and visualize those patents
  • Predict tags on new publications by training a classifier

    Note: classifiers require first adding patents to the tag as examples of positive (what should get tagged) and negative (what should not be tagged)

In a Monitor or Assignment:

  • Use a tag in a Monitor to automatically report new similar publications on weekly, monthly, or quarterly basis

  • Simplify review workflows and automate progress tracking when you use tags in assignments to request other users review

  • Tags with trained classifiers can also be used to reduce document review by automatically tagging monitor results with a predicted score for each review tag

Creating Tags and Lists

Open the Tags or Lists dashboard

To create and manage your tags and lists, open the menu from the top left and navigate to Tags or Lists

Tags and Lists can have the following data attributes:

  • Name
  • Visibility — set to yourself only, certain workspaces, or team-wide to control who can see and use tags
  • Definition — optional text to explain what a tag means or how it should be used
  • Parent — only for Tags not Lists; set a parent to organize tags into a tree hierarchy

To add a new tag click on Create tags. You can also use Import tagged patents to bulk upload many patents and tags at once.

Add patents to a tag

Once you've created a tag you can add patents by clicking Manage and selecting Add patents.

You can upload patents by number. You'll have the option to add them as Positive or Negative. Negative examples are only required if you want to train a classifier. Classifiers use Positive and Negative examples to learn to classify new patents with your tag.

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