• Save File: Use this to save your list to an existing or new folder.

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• Add Note: You can add a note to the file. This will appear in the File Info tab.

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• Export as CSV: This menu item allows you to export the current view of the Work Bench into a CSV (Comma-Separated Value) formatted file.
• Export as Excel: You can export the current view of the Work Bench into a Microsoft Excel file with live links to the patent documents at the U.S. Patent and Trademark Office.

You can select items in your list in two ways: (1) Select Individual Items or (2) Select by List.  In Select by List you are taken to the File Explorer where you can find the list you want to select by.  Either way, items that are "selected" are highlighted in the list.

• Create Sublist from Unselected: Use this option when you are selecting items that you do NOT want to keep in the list.
• Create Sublist from Selected: Use this option when you are selecting items that you want to keep.

The Citations Menu provides various options (the actual menu items available depend on whether the list contains only patents, only applications or a combination of both):

• Forward Citation List: Creates a list of Forward Citation Patents -i.e., the patents that cite one or more of the patent items in your list.

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• Backward Citation List: Creates a list of Backward Citation Items - i.e., the patents and published applications that are cited as prior patent art by patent items in your list.

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• Citation Analysis: Reports the Front Page Assignees of the Backward Citation Items and the Forward Citation Patents of the patents in the list.
• Citation Analysis (Current): Reports the Current Assignees of the Backward Citation Items and the Forward Citation Patents of the patents in the list.
• Citation Analysis Ex: Reports the Front Page Assignees of the Backward Citation Items and the Forward Citation Patents of the patents in the list, but excludes all of the patents in the list. Note that patents in your list may be Forward Citation Patents or Backward Citation Items of other patents in your list. The Ex function excludes these from the analysis.
• Citation Analysis Ex (Current): Reports the Current Assignees of the Backward Citation Items and the Forward Citation Patents of the patents in the list, but excludes all of the patents in the list (see above).

If the number of patent items is not too large you can use the Mapping Menu to create various maps (note: the maps available depend on whether the list has only patents, only applications or a combination of both):

• Interconnection Map: an IPVision Patent Interconnection Map™ showing the citation relationships among the patents and/or applications in the list.  NOTE: At your permission level you can only create an Interconnection containing 500 or fewer patents.
• Landscape Map: an IPVision Multi-Patent Landscape Map showing the patents citing ("Forward Citation Patents") the patent items in your list and the patents and applications ("Backward Citation Items")cited by the patent items in your list.  NOTE: At your permission level you can only create a Landscape Map from a list of 4 or fewer patents.

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• Forward Landscape, 1 Level: If there are too many patents to do a full Landscape Map, consider showing just the patents in the list and their Forward Citation Patents.
• Backward Landscape, 1 Level: If there are too many patents to do a full Landscape Map, consider showing just the patents in the list and their Backward Citation Items.

From the Cluster Menu you can produce "Cluster Maps" that group the patent items by various criteria:

• General Cluster Map: Groups patent items by time: Issuance Date for patents and Publication Date for applications.

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• Cluster Map by Agent: Groups patent items in your list by the top 10 Agents/Legal Representatives.
• Cluster Map by Class: Groups patent items in your list by the top 10 Main USPTO Classes.
• Cluster Map by First Assignee: Groups patent items in your list by the top 10 Assignees first listed on the patent documents.
• Cluster Map by First Inventor: Groups patent items in your list by the top 10 first named Inventors.

NOTE: At the Business User permission level you can create a Cluster Map containing 2000 or fewer patents and/or applications.

Use the Analytics Menu to "group" the patents and/or applications in the list within categories:

• Agent Analysis: Groups by the Agent/Attorney on the patent/application.
• Assignee Analysis: Groups by the Front Page Assignee/Owner (at time of issue/publication).
• Current Assignee Analysis: Groups by the current Assignee/Owner of record at the USPTO.
• Examiner Analysis: Groups by the Primary Examiner of the patent/application.
• Inventor Analysis: Groups by the Inventor(s) listed on the patent/application.

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• Application Date Analysis: Groups by the U.S. Application Date.
• Publication Date Analysis: Groups by the Application Publication Date or Patent Issue Date.

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• US Class Analysis: Groups by the primary Main Class under the U.S. Patent Classification (USPC) System.   NOTE: As of June 1, 2015 U.S. utility patents and applications were no longer published with USPCs.
• US Class Pair Analysis: Groups by the primary Class/Subclass Pair under the U.S. Patent Classification System.

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• CPC Subclass Analysis: Groups by the 4 character Subclass designation in the Cooperative Patent Classification System, - e.g. A01B.   For more information about CPC see: Search Fields
• CPC Group Analysis: Groups by the "Group" designation - i.e., the designation one layer "down" from the Subclass, - e.g. A01B 35.

See, "Analysis Results Page" for information about how to use the analysis you run.