Managing Projects

Projects are where you save, organize, and track datasets. After saving a dataset into a new or existing folder, you can always return to it. In the meantime, if new patent families are published that fall into the scope of your previously created dataset, they will automatically accumulate there.

Projects works with a folder structure just as on your laptop. You can create folders, move folders or datasets around, and keep things organized in the way you want.

There are a few features here to make life easy: New Allows you to create a new folder, give it a name, and save it. Copy an entire folder or dataset. Cut an entire folder or dataset to paste it elsewhere. Paste a dataset into a new folder after cutting or copying it. Rename a folder or dataset with a new name. Delete a folder or dataset. Please note this cannot be undone.

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.

When you want to compare multiple datasets to each other, you click the compare button and select up to 10 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.

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 project folders or individual datasets inside of your project folder. To share a dataset, hover over the three dots on your dataset or folder 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, your own filters 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.

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.

When changing filters in a saved dataset, you must click save changes 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?.