PatBasics: An Introduction to PatBase

PatBasics - Share

Sharing results and insights





  • From the Search History page, in the “Options” column, there is a link to export the results for that search. Alternatively, when viewing results, there is also a save/export button at the top of the screen which will also open the Export Wizard.
  • Follow the steps on the Export Wizard to export the search results.
  • On the final page, it’s possible to save the settings as a template, making it quicker to run in future.
  • The export will run offline and the time it takes to receive the export in your inbox will vary based on the size of the file.
  • There is another option to publish and share results via a link. From the Search History page click on “More…” in the options column and in the menu on right hand side, choose “Publish/Send results”.
  • The published link can be emailed or shared with anyone, even PatBase Express or non-PatBase users. The recipient of the link will have several options for viewing the results. PatBase Express and PatBase can view in PatBase Express or PatBase. For Non-PatBase subscribers, they will need to select the final option “View in PatBase Folder Viewer”.

Frequently Asked Questions

What fields do I need to select to receive the publication/application numbers and publication/application dates for the family members when conducting a family level export?
If performing an XML, CSV, RIS, MHT, or Excel format export then you would need to include the “family information” field in your export.

If completing a Word, RTF, PDF, or HTML format export then the Classic, Full, Bibliographic, or Family Table formats will include this information.
I am only interested in exporting data from documents from specific jurisdictions. How do I do this?
This sort of restriction is only possible for the following formats: XML, CSV, RIS, MHT, or Excel/XLSX.

After selecting one of the above formats select to complete your export at a publication level and scroll down below the field selection boxes to the publication filter.

Here you can specify whether to include:

  • All publications from all countries within your result set

  • Publications only from a specified range of countries (controlled by entering the country codes of the countries of interest) with the option to select grants only if available

  • Only one publication per family with the option for the document to be a grant if one is available. This option includes a country preference filter, controlled by entering the country codes of preference – if none of the selected is available then the first English-language publication will be selected

  • To export selected family members only (publications that have been manually selected by the user by checking the tick box next to the publication when viewing the family table)
I’ve used up my export quota but have additional documents I need to retrieve from the system, what can I do?
Our Fair use policy limits the total number of documents that can be exported from a user ID to 50,000/day or 250,000/month. An offline export will not complete if the total number of documents exported including the current request exceeds either of these limits.

The daily quota is re-set every 24 hours, and the monthly quota on the 1st of every month.

If you have reached your limit, please contact Minesoft at support@minesoft.com and we will do our best to accommodate your request, either by completing the export ourselves and forwarding your results or temporarily raising your quota.

Please note: users that frequently make such requests may be asked to pay an additional surcharge.
How do I create a report-type export?
To complete a PDF or word report-style export select the format you wish to conduct the export in eg: PDF and, after clicking through to the next screen, select “Custom Export” (the last option in the display format list).

After clicking continue you will be taken to a field selection box where you can choose the fields you wish to include in your report, including custom user fields should your PatBase domain have these enabled and in use.

You can also control the country display preference and whether to preferentially select granted publications if a grant is available at this stage.

The system will remember your field selection the next time you initiate an export, however, if you change the field selection the previous schema will be replaced with the new fields chosen.
How do I share data with my colleagues?
When sharing data with colleagues or clients you have a number of options when using PatBase:

a) Publish a result set
You can Send the results of a search directly to a colleague from within the system by clicking “more” against the search line and clicking “Publish/Send results” from the “More Options” table, on the right-hand side of your screen. You will be prompted to name your search and then enter the recipients and the email address you wish to send from, along with an accompanying message.

Your colleague will receive a link along with your message. They have the option of viewing the results in PatBase or PatBase Express if they have access to those systems, or in the PatBase folder viewer if they do not. The folder viewer contains the bibliographic data on the family, a snapshot analytics function on the sent result set, and the ability to export the results as a PDF. The link will remain active for 6 months.

b) Share a folder
Folders can be published in the same way that a search set can be. Mouse over the “Folder” tab and select “My saved folders” to open the folder you wish to publish. With the folder open, hover over the “Folder” tab again (the tab will be renamed to the name of the folder you selected) and click “Publish”.

To share a folder, mouse over the “Folder” tab and open your saved folders: you can now either open the chosen folder and share it by mousing over the folder tab again and selecting “Share”, or simply navigate to your saved folders and click the “Share” option against the folder(s) of choice. This will make the folder available to users on the same PatBase domain as you. The user sharing their folder can elect whether they wish to give only read access to the folder, or read-write, allowing other users to add documents to the folder or add or edit existing notes placed against any documents in the folder etc.