Eureka Workspaces

Patsnap Workspaces enable R&D teams to manage work, set up automatic alerts for technology areas and competitors, track patent reviewing, capture important patents, and annotate them. Observations can be shared amongst colleagues, enabling teams to work from the same dataset and avoid duplication of efforts. Lists of patents can be marked with comments and custom fields, shared, and edited by anyone in an organization with a Patsnap account.

There are 2 ways to save patents in Eureka to a Workspace. You can either save them from the search results page using "Batch Save," or you can save patents directly from patent view.

When you click on "Save" or "Batch Save", this will allow you to decide which Workspace and folder the patent(s) should be saved to, with the option to create a new folder for saving as well.

Once you have done this, you can go to your Workspace either directly by clicking on the link that pops up or by clicking on the 9-grid icon and selecting "Workspace".

If you go to "Workspace", you will come to a page that looks like this:

On the left-hand side bar, there are 4 main options to note:

• Personal workspaces: These are Workspaces that you created yourself.
• Shared with me: These are Workspaces that have been shared with you by an Analytics user. 
• Company workspaces: These are Workspaces that have been created by one of your company admins in Analytics; these are designed to be visible to all your account holders.
• Assignment: These are tasks that have been assigned to you to review a set of patents or tasks that you have assigned to others.

You have the option to click on "New Workspace" which allows you to create a Workspace and give it a name along with an associated icon. You can also tag your workspaces for easy filtering and apply any templates with regard to the results view. You are also able to invite collaborators. 

For each Workspace, you are immediately able to see how many folders they have within them and who you have shared the workspace with:

If you click on the 3 dots, you are able to edit, share, transfer, and delete the workspace:

If you now go to a Workspace, you will be taken to the following page.

You can find several options within it. Firstly, on the left-hand side, you are able to choose which data type is used and create, expand, view, and search for folders. In addition to this, you are able to edit and delete already created folders and create new subfolders from them.

The Refinement tab enables you to refine your results using the same filters available to you within Eureka. Using "More filters", you are able to remove some of the displayed filters and change their order.

There are a few options available to you in the top bar.

You are able to switch your view, change your grouping settings (this is only available for patents, where more information on it can be found in the following article: Patent Families 101), alter the sorting of your results (the options vary between data type) and manage the fields that are displayed for your current view.

Lastly, you have the results themselves. The most important point to make here is that you are able to make comments that can be viewed by other people who have access to the Workspace.