a division of the american chemical society introduction to stn ® anavist tm, version 2.0 stn user...

A division of the American Chemical Society

Introduction to STN® AnaVistTM, Version 2.0

STN User MeetingBologna, 11 Dicembre 2007


Getting Started with STN AnaVist 2.0

• STN AnaVist 2.0 software - FREE

• Available from the STN Software License and Download Web site

• STN Express, Version 8.2 – Also FREE

• Also available from the STN Software License and Download Web site

• Make sure to accept the discover.fil update dated September 6, 2007

• In Europe, visit:

http://downloads.stn-international.de/stndownloads.html


Increasingly, Information Professionals are required to do more than locate documents

• Analyze the patent landscape

• Determine who, what, where, when, and why

• Track competitive intelligence

• Find out what your competitors are doing

• Discover new applications for existing technology

• Determine research trends

• Find whether a particular area of research is on the rise, steady, or declining

• Support strategic business planning


STN AnaVist 2.0: an advanced tool for collecting and efficiently analyzing answers from STN files

• STN AnaVist automatically creates interactive visualizations that are dynamically linked

• 1-dimensional Bar Charts

• 2-dimensional Matrix Charts

• Research Landscape

• Evaluate unique relationships between structured and unstructured data, make data comparisons

• Integrated content from multiple files

• CAplusSM family of files, Derwent World Patents Index, PCTFULL, and U.S. full-text patent files

• Includes project sharing, reporting and exporting features


STN AnaVist 2.0 improves upon advanced features already available in STN AnaVist 1.1

STN AnaVist 1.1

• Integrated content from STN

• CAplus, PCTFULL, U.S. full-text patent files

• Structured/unstructured data relationships

• Interactive visualizations linked dynamically

• Full access to documents

• Data editing/grouping

• Subset visualizations

• Project sharing and reporting

STN AnaVist 2.0

• Addition of the Derwent World Patent Index

• Derwent Codes and Manual Codes

• Custom visualization fields – text mining

• Highlighting manager – allows you to more easily make comparisons and determine trends

• Document Labels


Goals for today's session:

• Feature comparison between STN AnaVist 1.1 and 2.0

• Save for STN AnaVist Wizard in STN Express

• Import and Visualization process

• Bar / Matrix chart creation, editing and use

• Navigation of the Research Landscape

• Highlighting and Labeling

• Managing Documents

• Exporting results, Reporting and Sharing Projects

• Pricing structures of STN AnaVist 1.0+ and 2.0


STN AnaVist 1.1 project

Only one concept could be highlighted at any given time.


STN AnaVist 2.0 project

Use STN AnaVist 2.0’s highlighting capabilities to assign different colors to concepts enabling easier comparisons and visualization of trends.


STN AnaVist 2.0 requires STN Express 8.2+ for creating a superior document set for analysis

Query Builder no longer available in STN AnaVist 2.0

Allows the use of advanced STN commands to control imported records:

• TRANSFER

• DUPLICATE REMOVE/IDENTIFY

• FSORT/FSEARCH

Supported STN databases:

• CAplus, USPATALL, PCTFULL, WPINDEX

Documents from MARPAT, CASREACT, and other CAS databases must be crossed-over to CAplus


Save for STN AnaVist 2.0 via the L-number, Select Discover! Wizard, or Discover! menu

Three ways to save answers for STN AnaVist 2.0.


The Save for STN AnaVist Wizard prompts you for all the needed information

No cost to Save for STN AnaVist.


Launch and Login to STN AnaVist to create new projects

STN AnaVist News and System Messages

STN AnaVist has no connect time, connection costs or subscription/annual fees.

STN AnaVist News and System Messages

ProjectInformation

STN AnaVist 2.0Projects List

Project Workspace

Getting Started Information


There is no cost for importing records from STN Express to STN AnaVist

1. Click "Import" to bring STN results into STN AnaVist environment

2. Review documents prior to visualization (optional)

3. Apply Cost Center (optional) and/or set STN AnaVist preferences under Tools menu

4. Visualize


STN AnaVist 2.0 allows modification of clustering fields for data and text mining components

Title/Abstract are the default clustering field.

Clustering by IPC codes by customer request.

Backup clustering fields in cases where primary field is missing.

Additional text fields available to include.


STN AnaVist 2.0 allows modification of clustering fields for data and text mining components

• Following initiating a visualization, STN AnaVist 2.0 allows selection for the clustering fields to be used for the Research Landscape. Choices displayed depend on content of the data set to be visualized.

• Use of Title/Abstract is the default – Clustering Concepts

• Individual or groups of other fields are available

• Backup fields are used only if other clustering fields are unavailable in a recordStandard Custom Backup FieldsTitle/Abstract Title/Abstract Exemplary/First ClaimIPC Codes Exemplary/First Claim All Claims

Technology Indicators Technology Indicators

IPC Codes


Following visualization completion, STN AnaVist displays a default set of windows

Default windows include:• Key Researchers by

Publication Year• Key Organizations /

Assignees • Research Landscape• Documents


Create a wide variety of bar and matrix charts to evaluate document relationships

• Key Organizations/Assignees• Key Researchers

• Document Distribution

• Publication Year Trends

• Technology Indicators

• Clustering Concepts

• Patent Classifications

• Patent Countries

• Patent Country Code/Kind Code

• Priority Application Dates

• Derwent Class

• Derwent Manual Codes

• Labels

STN AnaVist 2.0 enables the creation of 1-dimensional Bar Charts or 2-dimensional Matrix charts for 13 different types of data:

Interactive charts are linked dynamically, and reflect document counts across the STN AnaVist environment – including Research Landscape


Create interactive bar charts from any or all of the available 13 data mining fields

• Bar charts reflect document counts and highlighted document counts

• Hover over any bar to reveal document numbers

• Increase or decrease data in window using magnifying glass controls

• Choose to display highlighted bars only to remove excess data points

• Bar charts may be displayed vertically or horizontally


Customize sorting of bar chart displays for improved evaluation

Sort bar charts ascending or descending by:

• Document Count

• Highlighted Count

• Label

• Highlight Set Position

• Unhighlighted Count

Access sorting options via the floating toolbar or chart properties.


Create matrix charts from any or all of the available 13 data mining fields

•Matrix charts are cross-tabulations that show document co-occurrence counts

• 248/1236 indicates that 248 out of a total of 1236 documents are US patents, H01M subclass, and fit criteria selected elsewhere in STN AnaVist

•Terms in matrix charts may be grouped and edited as elsewhere in STN AnaVist

• It is possible to create self-referencing Matrix charts, such as co-assignee assignments or co-indexing


Similar sorting options are available for matrix charts via the chart properties window or sort button

Sort matrix charts ascending or descending by:

• Document Count

• Highlighted Count

• Label


STN AnaVist 2.0 allows term editing for all 13 data fields to improve statistical relevance of charts

• Right-click in any chart to access term editing, or click the Edit Terms icon in the floating toolbar

• Group similar terms together (folders), or exclude terms from evaluation (italics)

• Show Split Pane for easier evaluation of terms across the Term Editor

• Save grouping for future results

Term editing clustering concepts changes both charts and the Research Landscape.


The Research Landscape is created by text-mining terms chosen at visualization creation

• The Research Landscape positions documents in the workspace based on their similarity from extracted terms

• Documents that are similar tend to cluster together

• Documents that are dissimilar tend to repel

• Density of the documents in a particular area is extrapolated into a peak height value

• Terms placed in the Cluster Concepts data type

• Editing of Clustering Concepts alters Landscape

• Annotation of landscape available, as well as alternate views


A host of tools provide customization and navigation of the Research Landscape

Landscape Cursors

Landscape Navigator

Contour Lines Labels Document Points

Landscape View

Edit Terms

Nearly all Research Landscape features available by Right-click.


Navigate the Research Landscape using a combination of the Landscape Navigator or the Zoom Cursor


Annotate the Research Landscape for more meaningful labels of document peaks

• Document peak labels describe most commonly occurring terms – not necessarily indicative of research front

• Right-click within the window to "Add Annotation"

• Annotations may be moved and/or deleted


The Highlight Manager allows you to explore multiple relationships between records and data

With the STN AnaVist Highlight Manager, you can use multiple colors to compare as many as eight sets of documents and their relationships.

To use the Highlight Manager, click the Highlight Color Selector ( ) and select Highlight Manager.


Highlight colors are present throughout STN AnaVist environment, including in bar / matrix charts


Labels allow flagging of unique documents for future retrieval or refinement

• You can use labels to identify a group of documents within a visualized answer set

• Labeling is especially useful for creating document subsets for subsequent saving, printing, or sharing

• Right-click or use the Tools menu to Apply Labels


STN AnaVist 2.0 expands your document management capabilities

STN AnaVist 1.0+

Document Groups

Highlighting – one group at a time

Individual documents

Flagging

STN AnaVist 2.0

Document Groups

Highlighting – up to eight groups at a time (plus unhighlighted and overlapping documents)

Inverting highlighting

Custom labels

Individual documents

Custom labels

Adding and removing documents from highlighting set in the Documents window


STN AnaVist 2.0 provides options for displaying record information

You have three options for viewing document details:

• View details in STN AnaVist

• View details in STN via STN Express, Version 8.2

• Obtaining original documents via the ChemPort® Connection™

STN AnaVist 2.0 provides access to document data in a “condensed” format for quick and convenient display.

You can display details for a document by clicking a title either before or after a visualization.


STN AnaVist 2.0 Documents Manager offers significant enhancements over version 1.1

Save/PrintAdd

LabelsHighlighted /

UnhighlightedFilter by Highlight

Manager

Select Records

Display Records

Highlight Data

Label Data


The Documents window enables addition of labels and highlighting colors

Add or remove documents from an existing highlighting group by clicking on highlighting squares.


Save records from the Documents Manager to PDF or Rich Text Format, or for display in STN Express

Create .xta file – For use with STN Express "Display from STN AnaVist Wizard”. No cost to create .xta file.


Use the Display from STN AnaVist Wizard to display documents in your choice of popular STN formats


Generate Summary and Detailed Reports via the File menu, or by Right-clicking on a project name


Project sharing leverages your intellectual investment with colleagues – at no additional visualization cost

• Projects created in STN AnaVist 1.1 (using .avx files) or 2.0 (using .shx formats) can be shared with colleagues in your organization

• Sharing creates an identical copy of your existing project, including all annotations, bar charts, matrix charts and the research landscape

• Select the “Save Copy of …” command via the File menu for any open project, or Right-click on a project name and select “Save a Copy …”

• No additional visualization costs for project sharing – project storage fees and document display charges apply

• Recipients may further customize shared projects


Open an STN AnaVist 2.0 Project Copy via the File menu – Open Project Copy


STN AnaVist Login IDs for Shared Projects allow non-STN users access to visualization projects

• STN AnaVist Login IDs for Shared Projects allow individuals in your organization to gain access to STN AnaVist shared projects

• Must be requested by a full-access STN login ID holder

• To request these login IDs, complete the STN Login ID for Shared Projects Request Form:

http://www.cas.org/products/anavist/howtolicense.html

• Any fees incurred are billed to the full-access STN account with which they are associated


Shared Login IDs cannot create new visualizations or utilize the Download CAplus Documents feature

Comparison of STN AnaVist 2.0 features between Shared Login IDs and STN Login IDs:

• Displaying, printing and saving answers

• Edit Terms function

• Group Terms reclustering

• Creating new charts

• Subset visualizations

• Starting new visualizations

• Download CAplus Documents feature

Shared Login

ID

STN Login

ID


The pricing structure of STN AnaVist is straightforward

• No cost to use Save for STN AnaVist Wizard

• No cost to import document sets from STN Express

• No annual fees or subscriptions or software costs

• No pre-purchase of data

• One-time tiered fees for the actual analysis; includes the ability to create subset visualizations for no additional charge

• Document display fees – pricing consistent with STN

• Display fees are included under the STN Fixed-Fee


STN AnaVist 2.0 Resources

• STN AnaVist 2.0 web pages

• Tutorials • Using Bar/Matrix charts

• Using the Documents Window

• Using Labels

• Using Highlighting

• Using the Research Landscape

• Using the Research Landscape - Custom Visualizations

• Using the Research Landscape - Editing Terms

• Using Project Sharing


Summary

• Feature comparison between STN AnaVist 1.1 and 2.0

• Save for STN AnaVist Wizard in STN Express

• Import and Visualization process

• Bar / Matrix chart creation, editing and use

• Navigation of the Research Landscape

• Highlighting and Labeling

• Managing Documents

• Exporting results, Reporting and Sharing Projects

• Pricing structure of STN AnaVist 2.0


Introduction to STN® AnaVistTM, Version 2.0

a division of the american chemical society introduction to stn ® anavist tm, version 2.0 stn user...

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