Managing Projects

what are projects in odin? what are projects in odin? projects are your workspace in odin for saving, organizing, and revisiting your research alongside datasets, you can store chats, dataset comparisons and insights about datasets like conversations linked to the dataset (“chat with set”), individual patent families from the dataset, and chats with specific inventions (“chat with invention”) when you save a dataset to a new or existing folder, it remains available for future work if new patent families are published that match the scope of your dataset, they are added automatically chats, comparisons, and patent families are different; you choose when to save them manually you can save datasets datasets collections of patents and related information (updated automatically) chats chats including discussions with specific datasets or individual patents (saved manually) comparisons comparisons side by side analyses of datasets (saved manually) patent families patent families individual patent families you wish to track separately from datasets (saved manually) organizing folders organizing folders projects use a familiar folder structure, giving you the flexibility to arrange your work in the way that suits your research everything you save, including datasets, comparisons, chats, and patent families, is treated as a file files can be stored in folders, moved, copied, renamed, shared, or deleted, just like on your computer available actions create create make a new folder, name it, and save it move move relocate an entire folder or file duplicate duplicate copy a folder or file to create a duplicate rename rename give a folder or file a new name share share share a folder or file with someone in your team delete delete permanently remove a folder or file this action cannot be undone folder panel folder panel the folder panel, located on the left side of the projects workspace, displays only the folder hierarchy it no longer lists saved datasets or other files directly inside the panel as in the previous version to view a folder’s contents, click its name the selected folder’s files will then appear in the folder content panel on the right this cleaner design makes it easier to work with deeply nested folder structures folder content panel folder content panel the folder content panel shows all saved file types in the selected folder, including datasets, chats, dataset comparisons and patent families for datasets, any saved insights are grouped directly under the dataset you can open them by clicking the blue “ x insights x insights ” link in the dataset’s metadata row hovering over the dataset row and selecting the show insights show insights button that appears this grouping keeps datasets and their insights together, so you can quickly review findings in the context of the underlying patents folder path navigation folder path navigation at the top of the folder content panel, you’ll see the folder path — a row of clickable links that shows your location inside the folders you can click any folder name in the path, including the one you’re currently viewing, to open it directly if the path is long, only the first and last folders are shown, with a shortened list in between this shortened list keeps the correct folder order, and each folder in it is also clickable the folder path lets you quickly move to other folders without having to expand the folder tree every time global search global search the global search allows you to quickly find any datasets, comparisons, chats, patent families or folders in your projects workspace the search results now display a richer context to help you quickly find what you’re searching for this includes highlights highlights matching keywords are highlighted in the file or folder names, making it easier to identify relevant results location location each result shows its location in the folder hierarchy this location path is clickable, allowing you to jump directly to the containing folder full location on hover full location on hover if the folder location is shortened, hovering your mouse over it will show the complete path so you can see exactly where the item is search results also show the same details you see in the folder content panel — such as patent family counts, new item counts, number of insights, and creation dates this extra context helps you decide whether to open, move, or share an item without leaving the results page exporting datasets exporting datasets datasets in projects can be exported just as search results to export, click the "export" button in the top right corner of the screen when you click export, a csv file will be created for the data in your dataset, which you can then download to your computer while the export is being generated, do not leave the page if you navigate to another page while the export is being generated, the export will be stopped comparing datasets comparing datasets when you want to compare multiple datasets to each other, you click the compare button and select up to 20 datasets you wish to compare after selecting the datasets, click the compare button at the bottom to compare datasets comparing datasets allows you to identify the fastest improving technologies, examine differences in charts over time, and identify differences in which organizations are pursuing different technology areas you can select charts using the button select charts sharing sharing datasets with colleagues or with getfocus datasets with colleagues or with getfocus datasets in "projects" can be shared with colleagues, or with us at getfocus (if you would like us to look along with one of your projects) you can share entire folders, individual datasets, or specific comparisons additionally, you can share saved chats either chat with set or chat with invention please note to share any saved chats, you must share the associated dataset once the dataset is shared, the saved insights from the chat will be shared automatically to share a dataset, hover over the three dots on your dataset/folder/comparison and click share after clicking share, a link will be copied to the clipboard on your computer simply paste it into a chat, e mail, or any other tool you use for communication, and your colleague can now load the dataset or folder into their environment if they click the link when your colleague clicks the link, the dataset or folder will appear in the "shared" folder in projects if you have never received a shared dataset, there will be no shared folder in your projects environment yet note that datasets and folders can only be shared within your organization or with us at getfocus if you accidentally share a dataset link with someone who is not part of your organization or getfocus, they will not be able to access the data even if they have the link after sharing, the datasets are not coupled in other words, if a colleague applies new filters to your dataset or saves new chat with invention, your own filters and saved chats remain unchanged if you want to reshare a dataset or project folder after making changes to it, you can do so by sharing it with your colleagues again they will then be able to access the changed dataset tracking tracking the tracking dashboard is unique to the 'projects' environment and allows you to visualize differences in important metrics between two points in time there is a selection tab for the charts you want to see and a dropdown menu that allows you to choose a time period for visualization click 'select charts' to open the selection menu you can either select all charts in a category by ticking the chart category as a whole, or you can select individual charts you wish to display once you have applied your selection, click the select button to generate the charts in your selection to learn more about the charts, check out this charts docid\ p fayhi5vffd061iilsyz c c hanging filters hanging filters when changing filters in a saved dataset, you must click save changes (button in the right upper corner) if you want the filters to persist if you do not save changes, the filter settings will return to the last saved state the next time you open your dataset filters in projects work the same way as filters after searching for more information about filtering, see the article how to filter search results? docid\ wi3kku8jft0fpwd7xnrnz