Orientation to new STN®

• Development of new STN®

• Integrated Help

• Features and benefits of new STN– Text Search

– Substance and Structure Search

Agenda

3

Rebuilding the STN architecture is important to meet the current and future needs of STN users

• STN is revitalizing our platform to address changing technology and customer needs:– Deliver new functionality and content requested by customers

– Help users harness the growing volume of available information

– Provide innovative information delivery workflows

• STN is focused on retaining what our customers expect:– Precision and comprehensiveness

– Premium, value-added content

– Excellent customer support

4

Performance Up to 15 times faster Amazing search power

Efficency Project-oriented workflow Integrated real-time analysis Simultaneous query and results interaction

Usability Web-browser access Easy to understand Keyboard shortcuts

New STN transforms the STN search experience!

“Fast”

“New paradigm”

“User Friendly”“Blown

Away!”

“Project oriented design is

great”

“Opens the door to exploring chemistry,

and patents in a way that has never

existed before”

5

Global patent content complements value-added information in CAS and DWPI files

• The most essential STN content‒ CAplusSM and CAS REGISTRYSM

‒ Derwent World Patents Index® (DWPISM )

‒ Derwent Chemistry Resource

• Plus global patent content

• INPADOCbib• AUPATFULL• CNFULL• EPFULL• GBFULL

• INFULL• JPFULL• KRFULL• PCTFULL• USFULL

6

Additional resources are available to help you get started

• Brief orientation video upon first login

• Detailed in-product Help including search examples, videos, and printable quick reference cards

• One hour WebEx orientation to new STN available on demand

• What’s New in new STN WebEx on demand

• Quick Start guide with Tips for Experienced Searchers

• CAS Customer Center or FIZ Karlsruhe Help Desk

7

Conveniently access new STN from your browser

https://www.stn.org/

8

First time logon – integrated Help opens

The first time you logon to new STN, the integrated help opens automatically as a second browser tab (or window). From here you can watch the short orientation video.

9

Integrated Help is easy to use

10

Navigation shortcuts are available for users who prefer keyboard interaction

11

New STN workflow is oriented around projects

Projects allow you to:• Easily return to previous work• Reuse common queries• Update searches with the most

current information

To create a project, click the icon.

12

The new STN interface puts query, history and results at your fingertips

Results panel

Query Builder panel

History panel

13

Explore HelpSelect Databases Create a Structure

Click blue arrows to see additional options Update

Manage Term Lists

Setup Update

Explore Search Indices or Thesaurus for Terms

Use Filters for integrated, real time analysis

Create Term List, Save Sets, or Export Results

14

Select databases

Click X to close the dialog box.Alternatively, you can press the <Esc> key.

Note: The actual accessible new STN content will depend on your organization’s current Fixed Fee contract status.

Check the box for the database(s) that you want to search.

If necessary, click Select Databases.

15

Query Builder panel

• Enter search terms and search fields of interest in the query builder

• The query language is very similar to STN classic

• Do not type “S” for search as you would in STN classic

Clear Query Builder.

Click Submit to search, or press the <Enter> key.

Term Explorer.

Recall previously typed queries.

Structure Editor.

16

Text search in new STN

• Most searches are similar to classic STN

• New features include‒ Asterisk (*), used for unlimited truncation

‒ New settings for search enhancements

‒ New relational proximity operators (U) and (D)

17

New STN maintains the precision and control that experts need

Operator Type Operator

Numeric >, <, =, >=, =>, =<, <=, -

Boolean (logical) AND, NOT, OR

Textual Proximity (W), (A), (S), (P)(nW), (nA), (nS), (nP)(xW), (xA), (xS), (xP)(NOTW), (NOTA), (NOTS), (NOTP)(nNOTW), (nNOTA), (nNOTS), (nNOTP)

Relational Proximity* (U), (D)

Cross File Search* REFX, SUBX

Truncation *, #, !

* New operators in new STN.

• Use an asterisk (*) for unlimited truncation• Truncation operators can be used in any combination, including internally.• Truncation can be added to all fields.

18

Text queries

New STN query Classic STN query (text) Changed

DETERGEN* (U) ENZYM* S DETERGEN? (L) ENZYM? Y

BICOMPONENT# OR (BI OR 2 OR TWO) (W) COMPONENT#

S BICOMPONENT# OR (BI OR 2 OR TWO) (W) COMPONENT#

N

ATP BINDING CASSETTE# S ATP BINDING CASSETTE# N

2007<PY<2011 S 2007<PY<2011 N

CN/PC (U) 2008-2013/PY S CN/PC (P) 2008-2013/PY Y

(CAFFEINE OR 58-08-2)/IT (U) RACT/RL

(CAFFEINE OR 58-08-2)/IT (L) RACT/RL

Y

Most text searches work like classic STN.• Use an asterisk (*) instead of question mark (?) for unlimited truncation• Do not type the “S” for search!

19

Text search settings

Just like in STN Classic.

Normalizes different characters and adds search edits.

Gray text indicates which search fields are affected.

Change settings on the query level, add e.g. /[hy=off; dia=off].

20

Text search settings – Example

Both the apostrophe [ap=on] and hyphen[hy=on] settings search for the apostrophe or hyphen, replace it with a space, or remove it leaving no space.

The diacritics [di=on] setting searches for various forms of words with diacritics, including for example, the umlaut (ä, ü, ö) in German names.

These settings greatly simplify searching for names with apostrophes or hyphens.

…

21

(U) operator: Standardizing relational searches

• Example: Linked terms in CAplus

• Example: Patent information in DWPI

22

(D) operator: Precisely address a specific record level

• Example: Member level search in DWPI

So, what’s happening here? The (D) operator ensures that “metallocenecatalyst” occurs specifically in Chinese (CN) family member claims (/CLM).

23

Use the Term Explorer to browse search indices

Apply to add the selected terms to the Query Builder panel. You can continue to browse additional terms.

Deselect

Field

Database

Select

24

Use the Term Explorer for the CA Lexicon

Browse the CA Lexicon with Broader, Narrower and Other tabs.

25

History panel

Hover over a query and click on the arrow to obtain a drop-down menu.

• Dynamic and interactive session history

• View Results for any L-number of interest

• Results are in displayed in the Results Panel

Expand or collapse query details.

Structure queries. Saved answer sets. Export Search history or Delete.

26

Query related features of the history panel

Pastes the query into the query builder panel and views results

Pastes the query into the query builder panel

View results of this L# in the results panel

Detailed view of the query including used settings

Create new project and start with the chosen query

Setup Update to get updated answer results

Click the red x to delete the last L-number

27

Update Results lets you see changes to result sets over time

• Lets users see specifically which answers of the search results are‒ New

‒ Changed

‒ Deleted

• Is run by the user on-demand

• Process: SETUP UpdatePoint of time 1

RUN UpdateLater point of time

Check Results

28

Update Results allows on-demand access to the most current available content

29

Results panel

Database results tabs.

Click title for detailed display.

Create term list, Save or Export.

Sort results.Filter results.

Select results via check marks.

30

Sort results

Select sort field. Select sort direction.

In this example, the results are sorted by ascending first priority date, i.e. records with the oldest priority dates are listed first.

31

Real-time, instant analysis of results with Filters

A search in DWPI for recent anti-cancer patents (L5).

Click the arrow to toggle the Filters.

Click Apply to apply check marked filters.

32

Real-time analysis of results with Filters (cont.)

Clear, Remove, or Update Query with the applied filters.

33

Counts and Results

Toggle between Counts …

… and Results.

34

CAplus detailed display

Tip: Browse to the next or previous detailed display in the results with keyboard shortcuts “n” or “p”.

35

DWPI detailed display

Option: Switch to an alternative detailed view for a DWPI record.

36

Display settings for DWPI

Select a preferred DWPI default view for detailed display.

37

Full text patent database detailed display

View the the STN Extended Patent Family (next slide...).

All stages are available by selecting a tab; the most recent is initially displayed.

US8318070/PN

38

View the STN Extended Patent Family

• Extended Patent Family enables users to‒ Access patent family information for extended families

‒ Export extended family tables

‒ View detailed records for selected family members

‒ Select the preferred source for family information

38

39

View the STN Extended Patent Family

. . . .The Extended Patent Family integrates all patent files into a single table.

Export in .xlsxformat.

40

Selecting a preferred source of family data

41

Create Term Lists

• Use Create Term List to extract data and transfer terms to other files for searching

• Main focus is on patent information‒ PN, PNK, PRN, AP available in all patent files‒ Basic versions (.B) available in patent family files‒ RN, CN and DOI are also available

• Term Lists are identified by Q#‒ Permanent asset, project independent‒ Can be searched in combination with other terms‒ Can be re-qualified with one or more field codes

41

42

Create Term Lists (cont.)

43

Search Term Lists via their assigned Q-numbers

Manage Term lists.

Q9 = patent number/kind taken from CAplus (L5).

L5 = CAplus and DWPI combined search results.

Patent records only found in DWPI (L6).

44

Save Sets and Export Results

• Results panel – Save Sets and Export Results options

• Check boxes can be used to select preferred answers

45

Save Sets

45

In this example, all results from L2 are saved.

46

Export Results

In this example, seven results are selected from L2 for Export.

47

Export Results directly into a zipped .docx file

…

48

Substance and structure search

• Chemical Name searches and Chemical Name settings

• Cross File Search operators: REFX and SUBX

• Automatic Cross File Search

• Structure search tips

49

Chemical Name searches

New STN query Classic STN query (text) Changed

ASPIRIN/CN S ASPIRIN/CN N

(*ADIPO* (U) *NITRIL*)/CNS S (?ADIPO? (L) ?NITRIL?)/CNS Y

(ALUMINUM (U) GALLIUM (U) INDIUM (U) NITRIDE)/CNS

S (ALUMINUM (L) GALLIUM (L) INDIUM (L) NITRIDE)

Y

*NITRIL*/CNS S NITRIL Y1

• There is no Basic Index chemical name search in substance files. • All chemical name searches must have CN or CNS field codes.• Use an asterisk (*) instead of question mark (?) for unlimited truncation• 1Names are parsed at punctuation.• Do not type the “S” for search!

50

Text settings – Example: chemical name [cn=on]

This enhanced search is currently implemented for Enzyme Commission Numbers and GenBank numbers.

51

Cross File Search with REFX to find bibliographic references indexed to substances

Query Cross File Search

(REFX L1)

Where L1 is a substance search in REGISTRY or DCR

CAplus - Retrieves bibliographic references indexed to the Registry Numbers for the substances in L1

DWPI/DCR- Retrieves bibliographic references indexed to the DCR number for the substances in L1

Alternatively you can enter any substance query instead of L1, e.g. (REFX ASPIRIN/CN).

52

Cross File Search with SUBX to find all substance records indexed to references

Query Cross File Search

(SUBX L1)Where L1 is a search in CAplus or DWPI

REGISTRY - Retrieves all REGISTRY records indexed to the bibliographic records from L1 in CAplus

DWPI/DCR - Retrieves all DCR number records indexed to the bibliographic records in L1 from DWPI

Alternatively you can enter any bibliographic query instead of L1, e.g. (SUBX (L’OREAL/PA AND A61K/IPC,CPC)).

53

Chemical Name search for COPRINE in REGISTRY

COPRINE/CN retrieves one record in CAS Registry.

Click the chemical name to see the detailed display.

54

Chemical Name search for COPRINE in REGISTRY

55

REGISTRY offers quick access to references from summary or detailed displays

Get References works with single or multiple selections.The Number of References link in the summary or detailed view retrieves references for a single substance.

56

Apply optional CAS roles with Get References

57

The REFX Cross File Search operator retrieves CAplus references indexed to coprine

Get References searches REFX L1 in the Query Builder panel to retrieve CAplus records indexed to coprine.

58

Combine the CAplus answer set with additional terms

Refer to L2 to further refine the search in CAplus.

59

Setup Update if you want to revisit the search later

Click the blue circular arrows at any later date to Run Update and see updated results in CAplus.

Click the arrow next to the query and select Setup Update.

60

Use the SUBX Cross File Search operator to retrieve REGISTRY records from a text search in CAplus

(SUBX WO2012050594/PN)retrieved eleven substances indexed to the WO patent document.

61

Alternatively, click Get Substances in CAplus to find substances in REGISTRY

62

Automatic Cross File Search between CAplus/REGISTRY and DWPI/DCR is OFF by default.

Cross File Search setting applies REFX and SUBX to searches automatically

Click to enable automatic Cross File search.

63

Coprine search with automatic Cross File Search enabled

Automatic Cross File Search retrieves both substance and bibliographic records in one search.The italicized number indicates it was the result of an automatic Cross File Search.

64

Toggle Results and Counts to see Query as Searched

When automatic Cross File Search is enabled, COPRINE/CN is searched in REGISTRY, and REFX (COPRINE/CN)is searched in CAplus.

Both answer sets are available to view.

65

You still need to use REFX to refine the search in CAplus with automatic Cross File Search

To refine the search further, you still need to use (REFX L5) to Cross File search the Registry Numbers and combine them with roles or additional terms.

66

Registry and DCR Number searches for coprine

58919-61-2 searches the Basic Index in CAplus to find 31 references.

58919-61-2/RN searches REGISTRY to find one substance record.

DCR-91579/AN.S searches DCR to find one substance record.Use REFX to obtain corresponding bibliographic hits in DWPI.

67

Use the Term Explorer to refine

Boletus edulis Coprinus atramentarius Coprinus micaceus

68

Refine with terms from the CA Lexicon

The Term Explorer allows you to add refinement terms quickly. Remove /CT if you prefer to search all Basic Index text, even in DWPI.

Six answers in the refined CAplus answer set.

69

RNs searched in the Basic Index are highlighted.

70

Enhanced structure searching in new STN

• Structure queries created using the Structure Editor can be simultaneously searched in DCR and REGISTRY*

• Standard options EXA, FAM, CSS, and SSS are supported in both DCR and REGISTRY

• STR1/SSS,FULL or STR1 (defaults to SSS,FULL)

• STR1/SSS,SAM

• STR1/CSS,FULL

• Structure displays include structure highlighting

• Tags can be added to structures in the history panel

• EXACT searches are more precisely defined than classic STN

*Note: The actual content accessible via your STN ID, will depend on your organization’s current STN Fixed Fee and/or Thomson Reuters OAL contract status.

71

New STN has amazing search power

72

Create strategies that combine structure and text

Alternatively, this could be searched as(REFX STR1/SSS,FULL) AND (JANUS KINASE OR JAK#).

73

DWPI provides integrated display of DCR hit structures

• DCR hit structureavailable from a Structure search

DCR-number search

DWPI code search

DCR hit structures are included as a part of the DWPI full display.

…

74

Right-click a node to access node attributes

Right click to access node attributes.

Node attributes are defined the same as classic STN.

75

Right-click a bond to access bond attributes

Bond Type• Ring/Chain• Ring• Chain

Bond Value• Current value based on structure • Exact/Normalized• Exact• Normalized

76

The Attribute Values panel makes structure attributes easy to verify and modify

Hover the mouse over a value on the attribute panel. Corresponding items highlight in the drawing area.

77

Assigned attributes highlight in the attributes panel when the mouse hovers over a portion of the drawing

Hover the mouse over a node or bond in the drawing. Assigned attributes highlight in the Attribute Values panel.

78

Click an attribute in the panel to re-open the attributes window

79

Bond attributes are distinguished by width or symbol

Manually applied Ring/Chain bonds are narrow.

Manually applied ring bonds have a circle symbol.

Default chain bonds are bold.

80

Some attributes may be slightly different from classic STN

• Isolate rings with the Lock Rings Tool.

• Isolated rings are bold.

81

Block atom substitution with the Lock Atom Tool.

82

Workflow structure search

• Easily create a series of “Genus/Species” structure queries.

• Click a structure to edit. • Each edited query is saved with the

project. • Click Add tag to tag them with

short names.

83

Workflow structure search

• Hit portion of the structure is highlighted for easier evaluation.

• Click check boxes to print or export.• Click a name or DCR number to see a

detailed display.

84

Toggle between structures and queries

85

Review references, Setup Update, Save, or Export for printing

86

Structure attributes appear in the exported Search History

We are committed to earning the trust you place in STN throughout the new platform transition

• Future releases will provide additional content and functionality

• Existing STN interfaces will continue to be fully supported throughout the rollout of the new STN platform

• As we continue to work toward developing new content and functionality in new STN, rest assured we remain committed to the needs professional searchers and current users

We always welcome your feedback!

87

CAS

help@cas.org

Support and Training:

www.cas.org

FIZ Karlsruhe

helpdesk@fiz-karlsruhe.de

Support and Training:

www.stn-international.de

For more information …