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Creating Reports and Tables

111

Defining the Content of Custom Reports or Tables

In the Content tab of the Report Tool or Table Tool, you may select parts of the

following information from your transcript:

•

Session Information

•

Command Information

•

Data Information

Click in the appropriate boxes to include this content.

Select Summary page and Summary Options if you want to include a hyperlinked

summary of answers at the beginning of your report.

If Answers is checked in the Data Information section, the window on the right

displays the L-number(s) and the number of answers to be included for each L-

number. Click the box with a plus sign to expand answer detail for each L-number.

Uncheck the box for an answer if you do not want to include it in your report.

Click Check All under a section to include all content. Click Uncheck All to reset all

boxes to empty.

You also have options to:

•

Place each TIFF image on its own page

•

Include checkboxes in display

•

Include checkboxes in print

Click Format Report Comments to set formatting for any comments that you will

add to the report.

When the Report Tool or Table Tool is used again, the previous content selections

are recalled.

Creating a Summary Page for a Report

You can create a summary page containing up to six fields for each answer in your

custom report. The first field selected is hyperlinked in your report, making it easy to

find the complete record in the report.

To create a summary page, check Summary page and click Summary Options in

the Content window of the Report Tool.

Select up to six fields from a list or pull-down options on the Summary Fields screen.

Click one of the radio buttons: Bibliographic, Substance, or Other to view options

for the type of answers in your report.

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112

Selecting Fields for Reports or Tables

Select the Fields tab of the Report or Table Tool.

Except for the Cleaned CS field (described below), only the fields in the transcript

are listed in the Field Name pane; they are listed in the same order as the order of

their display in the transcript. A blank Selected Fields pane is displayed on the right.

If the CS (Corporate Source) field is listed in the Field Name pane, or if PA (Patent

Assignee) is listed in the Field Name pane and the User Preference Combine

Patent Assignee and Corporate Source is selected, STN Express will insert a field

called Cleaned CS (Cleaned Corporate Source) in the Field Name pane. Cleaned

CS is created by algorithmically selecting the most significant information in the

Corporate Source field.

If the User Preference Use Groupings is selected, the data grouping techniques

defined for the Analyze Plus Wizard will be used to standardize the organization

names.

Use the buttons in the middle of the screen for selecting the fields:

Button

Function

Insert

Insert any highlighted fields from the Field Name list into the

Selected Fields list

Insert All

Insert all the fields from the Field Name list into the Selected Fields

list

Move

Move the highlighted fields up or down in the Selected Fields list

Remove

Remove any highlighted fields from the Selected Fields list

Remove

All

Remove all the fields from the Selected Fields list

Check the box for Remove duplicate fields within an answer to remove duplicate

fields.

You may select the order of the fields in the Field Name pane as:

•

Alphabetical

•

Transcript - the order in which they appear in your transcript

To change the format of any of the selected fields, highlight the field(s) in the

Selected Fields pane. Multiple fields may be chosen by using the Shift or Ctrl keys.

Select from the formatting options that are displayed.

Six patent-related fields display additional tabs for formatting. The fields are:

•

Application Information

•

Patent Information

•

Priority Application Information

•

Individual AI

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Creating Reports and Tables

113

•

Individual PI

•

Individual PRAI

The tabs are:

•

Subfields - include/exclude subfields of the field in the report

•

Other - control the maximum number of rows per answer, the countries to be

included, handling of blank cell, handling of family members.

Defining Highlighting in Reports or Tables

The Highlighting window of the Custom Report or Table Tool wizards shows the

following options:

Highlighting option

selected

Result

Highlight Hit Terms

Hit terms are highlighted in red by default. Click the Don’t

Highlight the Following Hit Terms check box and enter

the applicable terms in the box below if you do not want

all hit terms highlighted.

Highlight the

Following Terms

Type the terms to be highlighted, separated by commas.

Highlight Terms in

this Text File

Highlight a list of terms saved in a text file. Browse for a

saved file. Click Format to change the font and/or the

color for highlighting.

Click Format to view the options for changing the font and/or the color of

highlighting.

Truncation may be applied to terms in the Hit Terms and Additional Terms input

boxes. The truncation rules are:

•

"?" represents any number of characters

•

"#" represents zero or one character

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114

Creating Cover Page for Reports or Tables

To create a cover page:

1. Check STN Express Cover Page on the Cover Page screen if you want to

create a cover page for your report. Select Attach File if you want a file with

an existing cover page to print with your report.

2. Choose the content of your cover page by selecting from the options on the

left, e.g., Title.

3. Click the Order tab to change the order of appearance of the selected items

on the cover page. Highlight the item and move it with the up and down

buttons.

4. Click the tab for each desired selection, e.g., Title, to enter or modify the

existing information and default format for the selection. For example, when

you click the Title tab, the default title, consisting of the names of the

transcripts, is displayed in the default font and size. You may modify or

replace the text and select the Format button to change the font.

Adding Headers and Footers to Reports or Tables

The Header/Footer screen allows you to add headers or footers to your report.

Click on the Header or Footer tab and then define the content for the left, center,

and/or right areas of the header and/or footer.

For example, you may define the footer as a centered, attached image. Select

Image File Attachment from the options under Center. Click Select to select the

file with an image. The image is displayed in the Preview box. The header or footer

is visible in Print Preview. To shift the location of the header or footer on the page,

change the margins for the page.

Statistics for Creating Charts for Reports or Tables

You may create up to three histograms or pie charts from the transcript as part of

your report or table.

Choose one field for each histogram or pie chart. You may also choose to display the

graphs at the beginning or at the end of your report.

Choose Include Other if you want to include all instances of the field, including the

least frequently occurring terms that will be grouped together and labeled Other in

the histogram or pie chart.

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Creating Reports and Tables

115

Previewing Reports and Tables

You can preview your report or table any time. Simply click the Preview button.

A preview of ten answers is displayed in another pane. Click the radio button

Portrait or Landscape to change the view.

Click Update Preview when a parameter is changed to get an updated view. Click

Hide Preview to hide the preview pane.

Editing Custom Reports or Tables

After a custom report or a table is generated, you can edit any of the parameters.

Select Edit report or Edit table from the Edit menu of the STN Online and Results

window. Make the necessary changes and click Finish to regenerate the report or

table.

Adding Comments

To add comments about a specific record in a custom report or table, click Add

Comments on the right side of the record. Enter your comments in a box and click

OK. Your comments appear in a box under the answer number line. Click Edit

Comments to change them. Click OK when you are done.

To change the default format for comments, select Format Report Comments in the

Content tab for Custom Reports or Tables.

Predefined Reports and Tables

Creating Predefined Reports and Tables

Use the Predefined Report tool to quickly create a formatted report or table from a

transcript (.trn or .rtf) file using predefined content and formatting.

To create a predefined report or table:

1. Click the Predefined Report button on the toolbar of the STN Express Main

Menu or the STN Online and Results window. The report and table tools can

be used when you are not in an active online session.

2. Select from the following options for types of predefined reports or tables:

Patents, Journals, Patents and Journals, Substance Report, Substance

Report with Properties, Substance Table, or Substance Table with

Properties.

3. The Transcript File dialog is displayed. Select the transcript file for your

report. Click Open. A predefined report is automatically displayed with all

the applicable records from your transcript.

If any records are unable to be processed for the predefined report or table due to

lack of needed content, a pop-up warning box is displayed.

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116

Requirements and Output for Predefined Reports and Tables

Predefined Patent Report

For an answer to be recognized in a transcript and appear in a predefined patent

report, it must:

•

Be from a file containing patents

•

Have a PI (Patent Information) field

Data items included in a patent report (if present in the transcript) are:

•

Accession Number, Title, Patent Assignee, Source

•

Language, Abstract, Technology Focus, Graphics, Inventor(s), Assignee(s),

International Patent Classification, Application Information, Priority

Information, Patent Information, Indexing Terms, Hit Structure (These items

may be removed when you customize the content of reports).

Predefined Journal Report

For an answer to be recognized in a transcript and appear in a predefined journal

report, it must:

•

Have a TI (Title) field and an AU (Author) field

Data items included in a journal report (if present in the transcript) are:

•

Title, Author, Accession Number, Corporate Source, Journal Name

•

Language, Abstract, Graphics, Indexing Terms, Hit Structure (These items

may be removed when you customize the content of reports).

Predefined Patent and Journal Report

For an answer to be recognized in a transcript and appear in a predefined patent and

journal report, it must meet the requirements for either a predefined journal report or

a predefined patent report.

Predefined Substance Report

For an answer to be recognized in a transcript and appear in a predefined substance

report, it must:

•

Include data from substance-based files, e.g., REGISTRY, CHEMCATS,

CHEMLIST, GENBANK, REAXYSFILE.

•

Have a CN (Chemical Name) field

Data items included in a Predefined Substance Report (if present in the transcript)

are:

•

Chemical Name, CAS Registry Number

•

Structure Diagram, Molecular Formula (These items may be removed when

you customize the content of reports).

Creating Reports and Tables

117

Predefined Substance Table

For an answer to be recognized in a transcript and appear in a Predefined

Substance Table, it must:

•

Include data from substance-based files, e.g., REGISTRY, CHEMCATS,

CHEMLIST, GENBANK, REAXYSFILE.

Data items included in a Predefined Substance Table (if present in the transcript)

are:

•

Structure Diagram, CAS Registry Number, CAS Index Name, Molecular

Formula. (These items may be removed when you customize the content of

reports)

Predefined Substance Report or Table with Properties

A Predefined Substance Report or Table with Properties includes substance and

property data. Use the CALC, EPROP, or PROP display formats in REGISTRY.

For an answer to be recognized in a transcript and appear in a Predefined

Substance Report or Table with Properties, it must:

•

Include data from substance-based files, e.g., REGISTRY, CHEMCATS,

CHEMLIST, GENBANK, REAXYSFILE.

•

Have a CN (Chemical Name) field

Data items included in a Predefined Substance Report or Table with Properties (if

present in the transcript) are:

•

Structure Diagram, CAS Registry Number, CAS Index Name, Molecular

Formula, Predicted (Calculated) Properties, Experimental Properties. (These

items may be removed when you customize the content of reports)

Customizing Content of Predefined Reports and Tables

You may customize some features, for example, Selected Fields, of a predefined

report or table while retaining the predefined formatting.

To customize a predefined report or table:

1. Select Predefined Reports and select type of report or table, e.g., Patents.

Select Edit Default Format from the submenu.

2. Select the transcript file.

3. The Table (or Report Tool) opens.

4. Click the Fields tab. The Selected Fields pane displays all the fields

preselected by the Predefined Reports Tool.

You may customize the report by using all the Fields tab options to insert, move, or

remove fields, as well as to format any highlighted fields.

118

Selecting or Deleting Answers in Reports

After a predefined or custom report is generated, you may select individual answers

to be included in or deleted from the report.

Follow these steps:

1. Each record in a report is preceded by a selection box. Click on the selection

box to mark this record.

2. From the File menu select Delete Marked Answers or Save Marked

Answers.

3. Another Report window opens, showing only the saved answers or excluding

the deleted answers depending on which option you chose.

Saving Reports or Tables

To save a report or a table:

1. Select Save As from the File menu.

2. The Enter Filename dialog is displayed. Type the name of the file in the File

name box. In the Save as type box, choose the type of file for saving.

3. Click Save.

Custom reports may be saved in the STN Express

.rep format, and custom tables

may be saved in the STN Express .tbl format.

In addition, you may save reports and tables as the following types of files:

•

Excel Files (*.xls)

•

RTF Files (*rtf)

•

ASCII Text (*.txt)

•

HTML Files (*.htm)

•

PDF Files (*.pdf)

Please note that headers and/or footers are not preserved when a file in the STN

Express .tbl format is converted to an Excel *.xls file.

119

VARIABLE GROUP ANALYSIS

Overview of Analyzing Variable Groups

With STN Express

you can create a Variable Group (R-group) Analysis Table that

identifies the common structure for an answer set of structurally related substances

from CAS REGISTRY

with variable R-group locations identified using the R-group

Analysis Table Tool.

The process of analyzing variable groups consists of two parts:

•

Saving answers for R-group analysis

•

Creating R-group analysis table

Saving Answers for Variable Group Analysis

To save answers for R-group Analysis:

1. Conduct a search in CAS REGISTRY

, ZREGISTRY, or LREGISTRY to

obtain an L-number answer set.

2. Left-click the L-number for the answer set to display a list of available

wizards. Select Save for R-group Analysis. You may also select this option

from the Select Discover! Wizard window or from the options under

Discover! button.

3. Select the substance types to be included or excluded from the R-group file.

Click Next.

4. Select the substance information to include in the Variable Group Analysis

table. For each answer, the CAS Registry Number

is automatically included.

Only the fields listed may be included in the final table.

5. Click Next to continue.

Creating an R-group Analysis Table

To create an R-group Analysis Table from saved answers:

1. Select R-group Analysis Table Tool from the File or Results menu, or from

the Toolbar.

2. Use the File tab of the R-group Analysis Table Tool to preview the R-group

file structures and select structures of multicomponent substances.

3. Use the Structure tab to define the common structure and select R-groups to

be included.

4. Use the Fields tab to select additional fields to be included.

The interaction and features for the Template, Cover Page, and Header/Footer tabs

of the R-group Analysis Table are the same as those for the Report Tool and Table

Tool.

120

Structure Tab of R-group Analysis Table Tool

The Structure tab of the R-group Analysis Table Tool provides the following options:

•

Defining the common structure

•

Selecting R-groups and deleting attachments for R-groups

Selecting R-groups in Structure Tab

To preview and select R-groups:

Check Preview R-group to view the structures for the selected R-group in a pane on

the right. By default, this radio button is checked. Check or uncheck the box for each

R-group to select or deselect it for inclusion in the R-group analysis table. By default,

all the boxes are checked.

To delete attachments for R-groups:

Check Include only answers in which the R-group is attached by the following

atom(s): A list of attachments for the highlighted R-group is displayed in the box. To

exclude answers in which the R-group is attached to a particular atom, remove that

atom from the list.

To rename R-groups:

Click Rename in the Structure window of the R-group Analysis Table. Select an R-

group and type a new name. Click OK.

File Tab of R-group Analysis Table Tool

The File tab of the R-group Analysis Table Tool includes a box to Preview R-group

file. When this box is checked, a structure preview pane is displayed on the right.

This pane contains the structures for the answers included in the saved R-group file.

Each answer is labeled, numbered, and automatically checked to be used for R-

group analysis. You may select or deselect each answer. In addition, the following

options are available:

Option

Result

Select All

Checks and selects all answers.

Invert

Selection

Selects unchecked answers and deselects checked

answers.

Save

Selected

Displays a window for saving the selected answers as

an R-group file (.rgp).

If an answer contains more than one component, each component is labeled and

displayed separately. Single-atom components are labeled as Other components.

Other components are not included in R-group analysis. Click the View hyperlink to

view the structure of each component in a separate window. By default, the first

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