Saved Search & Alerts Help
Updated: Apr 26, 2005



Pricing
Saved Searches and Alerts are priced in the following manner:
  • Unlimited Saved Searches are included in both the Delphion Unlimited Subscription offer and the Premier Subscription offer.
  • Unlimited Alerts are included in the Unlimited Subscription service. They are available on a pay-per-use basis in the Premier Subscription service.
Saved Searches and Alerts provide you with an easy way of assessing the commercial potential of new technologies, provide advance notice of a competitor's intent, allow you to apply competitive intelligence analysis to patents, or to research new prior art.

You can choose to run your Saved Search manually or automatically. Manual searches are free to Delphion Premier and Unlimited subscribers. Running a Saved Search automatically is free for Unlimited subscribers, but will incur an Alert fee for Premier subscribers.

Premier subscribers are charged each time the alert is run and this charge continues to accumulate until the alert is turned off. Charges for the automated alert service are set by run-frequency and not according to the amount of data you capture. A higher frequency provides more timely information, and thus more value to you. This provides you with a tremendous pricing advantage over similar functionality on competitive services.

Alert Frequency Unlimited Premier
Weekly Free $10.00
Every 2 Weeks Free $15.00
Every 4 Weeks Free $20.00
Upon Collection Update Free $8.00

Unlike some companies that provide similar services, Delphion does not charge a patent redistribution fee for Alert services, and result set viewing charges are included in the Alert service fee. This benefits R & D groups, business units, and project teams within the same corporation.

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Saving a Search
Saved Searches are saved from the result set page. After conducting a search that you want to save, simply select the Save Search button.

screen capture of saved search link on result set

Assigning a Name, Entering a Description, and Confirming Collections
Follow these steps:
  • The Add New Saved Search screen appears. Here you assign a name to your search. You can choose a subject-based name or, if you prefer, an internal reference number, billing code, or client-matter name. The name field is limited to 20 characters, including spaces and punctuation.
  • Next, enter a description for your search to serve as a more complete reminder of the purpose of the search. You may want to use this for industry-specific, client-specific, or search-specific details.
  • Select or confirm collections to search, fields to display and sorting order. The Saved Search form is pre-populated with the parameters you set in your original search.

You may edit your search in the query string box.

screen capture of add new saved search

After testing your search, use the browser back button to return.


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Merging, Editing, Cloning and Running Searches
You have now set up your search to run manually whenever you like. From this page you can edit, run, clone or delete searches.

Merging a Search
Merging several search queries allows you to:
  • Create more complex searches, accommodating large query strings.
  • Combine 2 or more Saved Searches using AND or OR Boolean operators
  • Create a new merged search while retaining the original Saved Search statements as separate entities.

To merge searches, check two or more boxes adjacent to the searches you wish to merge. Select either AND or OR to join all of the selected Saved Searches, and then click the Merge button. You can save the merged search as a separate new Saved Search.

screen capture of saved searches

If the Saved Searches you are merging have different collection parameters set, the new search will be revised to include all selected parameters. For example, if in the Food search you selected the US Patent Collection, and in the Pathogen search you selected the EP and PCT Collections, a merged search of Food and Pathogen would be run against the US, EP and PCT Collections. A warning will display to alert you that the collection parameters were altered.

screen capture of marged saved searches

Click on the Test Run link to test your merged search query. Click the browser back button to return.

Editing a Search
Select Edit to edit a search. You can edit the name, change the description, add information to your search query or add collections you wish to search. You can test the edited search using the Test Run link. The "Last Modified" date indicates when the search was originally created or when it was edited last.

Cloning a Search
Select Clone to clone a search. Cloning allows you to create a copy of an existing Saved Search, make changes to the search, and save it as a new Saved Search. Your original search is retained.

Running a Search
Select Run to run a search. The "Last Run" date will indicate when you last ran the query against our data collections. Running a search manually does not incur an Alert fee.

Deleting a Search
Check the box of the search(es) you wish to delete, then click Delete. The system will ask you to confirm the deletion before allowing you to proceed.

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Alerts
The clock icon represents an Alert. You choose when to turn the Alert on and must turn the Alert off when you no longer need it. There is a charge associated with running an Alert in the Premier Subscription level. When you set up an Alert, you agree to pay for the alert service until you turn the Alert off. (See Pricing.)

Turning on an Alert
You are charged for the Alert service on a per-use basis when it is turned on. When you are finished using the service, you must manually turn it off.

Frequency Setting
Frequency is a personal preference. Some people like more frequent information and others are satisfied to have an update weekly or twice monthly, depending on their schedule. Alerts may be set to run:
  • Weekly
  • Every 2 weeks
  • Every 4 weeks
  • Upon collection update
Collection Update Schedule
See Collection Coverage and Updates in the Delphion Help Center for information on when each collection is updated.

Some people prefer to set their Alerts weekly on Friday, Saturday or Sunday after all patent collections have been updated so they receive only one email notice regarding their patent collection updates. For instance, if you want your Alert to be run the next Saturday, you should select weekly and select the appropriate run date to match.

For corporate users or law firms providing professional services for their clients who like to view new patent information as soon as the Delphion Collection is updated, Delphion has provided the Upon Collection Update option. For example, if US text is updated Tuesday evening and EP text is updated on Wednesday evening, then selecting Upon Collection Update will result in two Alert charges and 2 updates per week. Alternatively, you may choose an update day after both parts have been updated.

Delphion makes every effort to quickly cleanse data and load data from international patenting authorities as soon as it is received from the data providers. We typically update our systems within 8-12 hours of its arrival. Occasionally updates do not arrive from our data providers on the day expected. By selecting the Upon Collection Update option, you can be sure to receive the most up-to-date patent information as soon as it's available.

Next Alert Date Setting
Set the Next Alert date to indicate when you wish to receive your next Alert. For instance, if you set the collection update date to a Saturday and check weekly, the service will be run each week on Saturday. You can also use the Next Alert setting to temporarily suspend your Alert — for example, if you go on vacation — by setting the date a week ahead. That way you won't get charged for Alerts while you're gone.

Email and Delivery Option Settings
Email notification serves as a reminder that an Alert is running and most users prefer this option. If you choose the email notification option, you will receive an email notification with a secure link to the Result Set on the Delphion web site. You are billed for each Alert regardless of the number of results retrieved. A zero-patents update still incurs a billing charge.

You can also choose to be notified only when there are changes, or choose not to receive emails at all. If you select the no-email option, you will need to check your Saved Searches to see if any have updates available (indicated by the clock with the red lightning bolt).

The Alert email you receive will always include a link to the Result Set on the Delphion site. You can define whether to send only that link, or to also include up to 5 titles or up to 50 titles, in the body of the email.

You can send copies of your Alert to others by putting their email addresses in the cc list field. Separate multiple email addresses with commas.

screen capture of create an alert


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