How monitors work in Amplified

Users with workspace permissions can create monitors in Amplified to schedule a query to run every week, month, or quarter and then assign results for review.

Monitors will:

• generate results and assign them for review on a regular schedule
• send a notification to assigned reviewers letting them know results are ready for review with a link
• keep a record of each result set and track review progress
• notify the owner when review is complete (optional)
• automatically sync and de-duplicate results across family members (optional)
• use classifiers to semi-automate the review process (optional)

Monitors integrate with Tags and Assignments. As your team reviews patents over time, the result of their review will automatically be incorporated into your knowledge archive through Tags. This gives you a powerful database to refer back to. Assignments allow you to provide interactive review instructions so that even infrequent users can login and quickly get their work done without a learning curve.

Monitor dashboard

You can see your current monitors and create new ones from the Monitor dashboard by going to https://app.amplified.ai/monitors or clicking on the Menu button in the top left next to the Amplified logo.

Monitors have a name, description, required tags, workspaces, assignees, and an owner. Only a monitor's owner edit, pause, or delete the monitor. Admins and the monitor's owner can view the monitor. You can see number of assignments generated, overall review progress, last updated date, and next scheduled update.

In addition, you can use Workspaces to scope monitors to particular teams. For example, a monitor tracking new patents related to Product Group 1 should be shared with some members of Product Group 1 but never with Product Group 2. Workspaces also control which tags can be used for review in the monitor.

Creating a new monitor

To create a new monitor click on New monitor then select whether you'll be starting from a query or relevant patents.

To get started give your monitor a name, select the relevant workspaces, and pick a frequency for review: weekly, monthly, or quarterly.

The Exclude patents published before controls how far back to retrieve patents. If you only want to include new publications, leave it as today's date. Set a date in the past if you want to include older results as well, such as patents published within the last 20 years.

Define inputs

A monitor's inputs determine what results are retrieved. You can setup monitors with a command line query or by using relevant example patents.

From a query

Simply enter a command line query. Amplified will automatically check the query. You can check whether the query is working as you expect by verifying the hit count above the top right corner of the query box.

From relevant patents

You can also use example patents to create a monitor. To do this, you will first need setup a tag and upload relevant patents. This monitor will return the most similar 500 results to your tagged patents.

Assign review

Monitors can track review in two ways.

Relevant or not is used to simply record whether a patent is relevant to the monitor or not. This is the most basic kind of review.

Required tags can be used to store reviewed patents into one or more tags. Those Tags work like folders to organize your reviewed patents for easy future access.

Review progress Monitors will be considered complete when all review criteria have been met for all results. For tags that means all results must have a Positive or Negative tag.

Assign to

Add users under the Assign to field to request their review. Each of these users will receive a notification when a new Monitor assignment is ready for review along with a link to complete their tasks. For multi-step review, you can manually add additional assignments and/or users later by opening the monitor project, selecting results for additional review, and creating an assignment.

Running a monitor

Monitors will automatically run based on the frequency schedule you set. When a monitor runs it generates an Assignment and notifies you. You'll get an in-app notification and email.

The link in the notification panel and email will take you directly to the project's review assignment. To see all past assignments, you can click on View assignments in the Monitor dashboard. If all assignments are completed this icon will be green. If there are incomplete assignments, icon will be red.

The Assignments overview will show you the progress of each assignment, what kind of review was assigned, and who the review was assigned to.

Reviewing monitor results

Clicking on the Assignment will take you a review-ready screen in the project. This report had 2 families. You'll see each result that needs review along with an assignment icon. Green icons mean review is complete. Red or orange icons still need review.

You can click on a review icon to complete the requested review.