Alerts Overview

In early 2019 AcclaimIP launched a new alerts system, which is rebuilt from the ground up.  The new alerts replaces the previous system in AcclaimIP, and existing alerts were/will be migrated to the new system.

In this article, we review the limitations of the old system in context of the features of the new alerting system in AcclaimIP.  As users switch over, we'll morph this article into a Quick Start Guide for alerts.

New Alerts in AcclaimIP

Alerts in AcclaimIP's User Interface

  1. Tab with dynamic badge for accessing, viewing and managing alerts.
  2. Viewing results of all alerts in one overview window.  Manage specific alerts, and drill into alerts to evaluate the weekly hits.
  3. Hits viewed in modified Search Result window.  Ability to add specific hits to exclusion lists, and inclusion lists on other alerts.
  4. Trigger Filter in Refine Search panel in context of an alert.
  5. Document Details window with Alerts menu providing ability to access inclusion and exclusion lists.

Why New Alerts?

To be moe helpful for users migrating from the old alerting system, below is a list of the key issues associated with the old alert system in context of the new features of Alerts 2.0.

Alerting on New Matches

The old system alerted on new matches with publication dates from the previous week.  This worked fine for US, EP and WO documents, since they are always published on time, but some collections are not received right away, so by the time AcclaimIP receives some new documents, the publication dates can be more than a week old.  For example, JP, CN, and KR documents require an English translation step which takes from 7 to 10 days after the documents are published in their original language.  As a result, you would rarely see a CN document matching one of your alerts.

There also instances of smaller patent offices being slow to report new publications, or reporting new patents and applications in batches, which leads to the same problem of them being invisible in the old alert system.

The new alert system is much smarter, ensuring that you receive new matches even if their publication dates are in arrears.  As an extreme example, say the Lithuanian patent office found a 30 year old patent behind a filing cabinet that was never published, and they published it just last week, this document will now show up in your alerts as a "new" hit.

Email Distribution

The old system sent emails to the email address of the logged in user only, and didn't allow users to send them to an email distribution list.  Now you can create a list of recipients for each alert.  The new system supports custom branding too, so the emails you send have your logo, color scheme and contact information.

Law firms in particular asked for this feature so they can keep their clients up to date on issues associated with their portfolios which ultimately is a driver for additional work and revenue for law firms.

Multiple Trigger Events

The old system only triggered on new matches (published in the last 7 days).  The new system supports 44 unique triggering events covering changes in the Legal Status, US File Wrapper Events, and Forward/Reverse Rejections.  In addition, users can effectively create unlimited triggering events by leveraging the special capabilities of the "New Matches" trigger.

Integrated Alert Workflow

The old system had poor workflow for reviewing matches.  The new system integrates alerts into the existing workflows making it much easier to set up alerts, update alerts, and review matching documents each week.  

In the new workflow, you set up one alert with multiple triggers, and when reviewing the hits, you can quickly filter on triggering events and determine, for example, which hits are new matches, and which are existing applications that received new claim sets in the file wrapper.

Family Expansion

Alerts now support the ability to monitor new family members published from known patent families.  For example, say a competitor files a patent that you identify as being problematic, and you need to monitor in what other jurisdictions patents are being filed, the new alert system can optionally matchs on all family members, even if they themselves are not matches to your base query.  This capability ensures you can monitor new family members under any circumstances.

Inclusion and Exclusion Lists

Inclusion lists allow you to append your alerts with known documents (or patent families) event if they don't match your base query.  For example, say you have a really good technology query, and you want to alert on expired patents and abandoned applications from the matches, you can append your base query with a list of known relevant patents, and even if they don't match themselves, you'll still be alerted when that go abandoned/expire.

Alert History

Now you can go back in time and review "new" matches to your alerts from all previous runs.  For example, if you were on holiday last week, or need to review what matched an alert six months ago, you can quickly access the historical matches.

General User Experience Improvements

The old system had lots of limitations in its U/X.  Now, alerts are easily accessed from the AcclaimIP desktop via a tab similar to the Announcement gadget.  You review the matches in the familiar Search Result and Doc Details windows, which are modified with the addition of special filters for alert triggers, and for adding/removing specific hits from future alerts.

Managing alerts is well organized with all alerts in a single place with sortable and filterable columns for finding and editing specific alerts going to specific clients or containing specific notes, queries etc.

The ability to create a new alert from any query is now located in a new "Alerts" menu on every Search Result, and is no longer part of the saved search function.

New Weekly Run Date

Alerts now run on Tuesday mornings instead of Mondays.  A Tuesday run date has two benefits.  First it allows us to run the alerts processes well after the weekend's indexing is finished, but it also runs after the new US grants are published early Tuesday mornings, which notifies you of US grants the day they are published rather than waiting almost a week until the subsequent Monday.

What about my existing alerts using the old system?

Shortly after launch of the new alerting system, your existing alerts will be ported to the new alert system.  Once all existing alerts are ported over to the new system, the old alerts system will be shut down.

You will be added as the only recipient in the email distribution list, and the "New Matches" trigger will be set.  Once they are all ported over you can add additional email recipients and add additional events that trigger the alert.

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