Working with Projects

Projects allows you to:

  • Create projects containing search strategy and viewed documents within the context of the project.
  • Projects are automatically saved indefinitely.
  • Instantly switch from project to project.

Note:  This feature is an option, and you can search AcclaimIP as you have.

Getting Started with Projects:  The Project Dashboard

Project: Default Compact View

Click on the gear to create a new project

Click on the right and left arrows to switch to the last project

Dropdown navigation to all projects, in this case, the default project is displayed, the magnifying glass icon shows the number of searches in the project, and the document icon shows number of documents viewed within the project. 

There are three options with displaying the projects dashboard:  Compact (default view), Expanded View, and Taskbar.  Display options are controlled by the arrow icon, where as up will display the expanded view, and “-“ will display the project in the taskbar.

Projects: Expanded View

Projects: Taskbar View

Creating a new Project

Create a new project by clicking on the gear  and the Create New Project tile will open.

Here you can assign the project a Reference ID, Name (required), Project Type (using the dropdown) and Project Details.  When creating a project, only the Project Name is required.

Set as Default will make this the default project and when logging back into AcclaimIP, you will land in the default project.

 After setting up the project then click Save to save the project.

After this you can perform the search as you normally would.

To view the project search history or the documents viewed, click on either the magnifying glass icon to view your search, or the document icon to see the viewed documents, in the project dashboard.

Search history view

Viewed documents

Searches may also be added directly into the project history tile, shown below, or in the Query Results Grid as you have done in the past.

Managing Projects

Click on the Projects gear tile to manage the projects.

This gives you an overview of your Projects where you can edit, open, or create a new Project. 

The asterisk, item 1, at the beginning of the Project name denotes that it is the default Project.  To edit the project, click on either the Name, or the edit icon.

In this example, we are editing the Solar Roof Tiles Project.  Here you can set it as the default project, item 1, or change the Type or description.  After making changes, click Save to save any changes made.

While you cannot delete searches within the Project, you can hide them.  For example, in this search I’m satisfied with the results from my last search, 13, and want to hide the ones which are not directly related to it.  To hide a search, click on its corresponding eye icon.

Here is the history after hiding the non-related searches.

If you want to display all the searches, click on the Show Hidden Only, and all the searches will be displayed.  This is very useful just in case you have hidden a search in which made be key to your search. 

You can then click on the eye icon to un-hide the search.

If you want to display the results of a previous search, double-click on it.  In this example I want to review the results in search #4.

Notice that the last viewed set is at the top of the search number list.  If you do this a few times, they may not appear in the order you want.  However, you can re-sort the searches by using the drop down and sort it by Descending or Ascending search number.

In this case, descending order.


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