Configuring custom Summary templates


When you click “Configure Templates” in the Summary generator window, you will be presented with a template editing window for the summary section. You can also open the same window from the Preferences section.  In this window, you can add or edit templates for generating the Summary section. The generated Summary will be filled out based on the following editable sections:


    • Summary Intro - this section is inserted only once at the beginning of the Summary section
    • Independent claim template – inserted for each independent claims. The section annotated with [INDEP_CLAIM] will be automatically generated and replaced in the template by the claim text (either rephrased or not)
    • Independent claim connector – used for improving readability of the rephrased text; links multiple sentences within a claim together.
    • Dependent claim template – inserted at the beginning of each dependent claim section, which follows an independent claim. It will include all selected dependent claims for a given independent claim. The section annotated with [DEP_CLAIMS] will be automatically generated and replaced in the template by claim text (either rephrased or not).
    • Dependent claim connector – used for improving readability of the rephrased text; links multiple sentences within the dependent claim section together.


Below is an illustration of the various sections as they would appear in the generated Summary template:

Feature Options

The following options are available for specifying custom Summary templates:


       I.        General Template Settings and Operations



    1. A list of available templates.  Only only active template should be selected, although you can create as many different templates as you wish.
    2. Press this button to add a new template
    3. Press this button to edit the selected templates.
    4. Press this button to delete the selected templates.
    5. Press "Save Template" to store your template edits.
    6. Template name – unique name for a given template
    7. Specifies Summary Intro - this section is inserted only once at the beginning of the section
    8. Specifies Legal terms replacements – specifies replacements for various legal terms within the claims, to improve readability.  These fields support regular expressions for matching terms.


II.        Independent Claim Settings:



    1. Specifies Independent claim template – inserted for each independent claims. The section annotated with [INDEP_CLAIM] will be automatically generated and replaced in the template by the claim text (either rephrased or not)
    2. Specifies Independent claim connector – used for improving readability of the rephrased text, links multiple sentences within a claim together.
    3. If this checkbox is selected, terms in the beginning of each sentence describing an independent claim limitations will be shortened after several repetitions to improve readability.  Specifically, if this checkbox is not checked, if your claim recites a "radio frequency test device" in the preamble and includes several limitations, each limitation in the generated Summary section will begin with "The wireless power transponder device may include ..." .  If this checkbox is checked, then "the wireless power transponder device" will be shortened to just "the device" after several repetitions.  For example:  "One general aspect includes a wireless power transponder device. The wireless power transponder device includes a transmitter. The device also includes a receiver. The device may also include a power source." 


III.        Dependent Claim Settings:



    1. Specifies Dependent claim template – inserted at the beginning of each dependent claim section, which follows an independent claim. It will include all selected dependent claims for a given independent claim. The section annotated with [DEP_CLAIMS] will be automatically generated and replaced in the template by claim text (either rephrased or not).
    2. Specifies Dependent claim connector – used for improving readability of the rephrased text; links multiple sentences within the dependent claim section together.