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Archive and download unresolved references

Searchers and global administrators can now download unresolved references for the given period of time. To do it:

  1. Open company administration menu
  2. Click on the "Archives" tab

 

IMPORTANT:

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  • The archived accession number will never be resolved even if it is younger than 1 year.
  • One number can only be placed to one archive. So if you creating a second archive which contains numbers from another archive then these numbers won't be added.


Create a new archive by providing name of the archive and two dates limiting when accession number was added to IPsurvey and Click "OK":

The dates are defined like this:

  • Added after: DD-MM-YYYY (Current year - 2 years)
  • Added before: DD-MM-YYYY (Current year -1 year)

Example: Archive oktober 2013, for the periode April 2012 - April 2013:

  • Added after: 01-04-2010
  • Added before: 31-03-2012

 

Comment Konstantin

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The added after date is included and added before date is excluded because the comparison in database is made using 00:00 time value. For example added after: 01 Jan 2013 added before: 31 Dec 2013 reference entry date: 01 Jan 2013 at 12:35 then comparison will be performed as:

01 Jan 2013 00:00 <= 01 Jan 2013 12:35 <= 02 Jan 2013 00:00

but if reference entry date: 02 Jan 2013 09:00:

01 Jan 2013 00:00 <= 02 Jan 2013 00:00 <= 02 Jan 2013 09:00

To download the archive:

  1. Click on the archive name in the list view
  2. choose "Open" when windows ask (to open or save the file), this opens the file in Excell
  3. Copy the cell which is active in excell (ctrl+c)
  4. Swich to "Internal" and "WPI" as the active database
  5. Type "(or" and insert the accession numbers (ctrl+v) and type ")/AN" after the last accession number
  6. List the following fields for all the found families "..li 1 an ap pr pn icai ti ab"
  7. Copy the listed fields to a word document and sort the families one at each page, include the licens heading on all pages.

Example file ready to printout before it is send to the client: Zealand_unresolved_2012-2013.pdf

To delete an existing archive, mark the archive(s) in the list and choose "Delete archive" from the tools menu.

 

Comment from Konstantin:

The archive feature is made where you can say to IPsurvey not to resolve families even if they are younger than 1 year, just by defining the date range.

There are couple of scenarios where it can be useful:

  1. You can choose shorter cycles for sending the unresolved families. In this case IPsurvey will never resolve the archived families.
  2. When company has stopped with IPsurvey then all their families can be archived and send as a hardcopy.
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