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:

• 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.

Create a new monitor

Name, access control, and frequency

To create a new monitor click on New monitor then give the monitor a name, select the workspaces who should have access, and set the report frequency: weekly, monthly, or quarterly.

Date settings

Amplified will begin generating reports on the start date. By default Amplified will exclude older patents. You can change this with the Exclude patents published before date. For example, if you wanted to also catch up on reviewing the past 5 years of patents. If you only want to include new publications starting now then leave that as today's date.

AI-based monitors

Monitors automatically gather new publications. There are two ways to do this. This section explains AI monitors. The section below will explain Query-based monitors.

AI-based monitors use your tagged patents to automatically find more like them. To setup an AI-based monitor you will first need to setup a tag with relevant patents. Simply add that tag to your monitor and it will automatically find similar new publications for you.

You can customize how far you want the AI to look. For most cases finding a maximum of 500 new families is enough. You can increase this to 2,500 or 10,000. This expands the scope to which may catch more potentially relevant publications but will also increase the amount of irrelevant documents.

Optionally, you can also add a query. This will take the AI generated list and then remove any results that do not match your query. For example, you could write CC=(US) to only review US patents.

By default Amplified will only show you new families. If you want to see all new publications even if you already reviewed a family member before then click on the red families text to change it to publications .

Query-based monitors

Query-based monitors rely on human-created queries to scope the monitor. These can be as simple as ALL_AN=(competitor1 or competitor2) or complex Boolean logic of keywords, class codes, and other search terms.

Here's how a monthly frequency query monitor works. Every month Amplified will run the query, remove any previously reviewed family members, and then send you a list of results for review. If you add a tag then Amplified will also sort that list by similarity to the tagged patents. This brings the most relevant results to the top, saving time on review.

By default Amplified will only show you new families. If you want to see all new publications even if you already reviewed a family member before then click on the red families text to change it to publications .

Creating a monitor directly from Query mode in a project

Setup your review process

Now let's define the review that we want completed each cycle and who should do the review. Any users you add under Assign to will get the monitor results and be requested to review them.

For very simple monitors, you can simply review results as relevant or not. This requires the assigned users to click the green check or red hide icon on each result. Amplified will track the progress and let you know when review is finished. You can disable notifications by unchecking Notify me... .

Mark patents with Tags

This is the best and recommended way to use monitors. To do this you will first need to create the tags that you want reviewed. Users will be asked to review each result for each tag and add it.

That could be a lot of work. Fortunately, Amplified can automatically predict those tags for you. If your plan includes custom classifiers, then Amplified will automatically predict each tag for each patent. You'll also get a prediction score which indicates how confident the AI is in it's prediction. This dramatically reduces review time because users only need to confirm or reject each tag rather than manually add them one by one. You can see what this looks like in the Reviewing monitor results section below.

After each review cycle classifiers are automatically retrained based on the user's review. After a few cycles of learning can remove up to 98% of irrelevant results without missing any critical patents.

This is also useful outside of monitors because your tags and classifiers can then be applied to landscape and portfolio analysis, competitive benchmarking, whitespace, FTO, and other analysis that would normally be extremely time-consuming.

Multi-step review

The Assign to field is for the first step of review. However some cases may require multiple review steps. In this case you can re-assign reviewed results for a second or even third review. This doesn't need to be the same review criteria or user.

For example, you may ask the first user to simply review for general relevance and then assign a second user to review for specific relevance to their business unit and then a final user for legal review and triage.

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 and any assigned users. 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.