Save R&D Information & generate a report

One of the stages in R&D work is finding information in scientific papers, patents, webpages, or PDF reports. This page will demonstrate how Findest Universe can assist with this process.

In this example, we will assume we are starting on the page of a scientific paper

• Step 1: Create highlights

• Step 2: Link documents to entities

• Step 3: Repeat for multiple documents

• Step 4: Navigate to your universe

• Step 5: Generate a report with AI

• Step 6: Extract specific document information

• Step 7: Connect your entity to a broader report

• Step 8: Share

Step 1: Creating Highlights

Select the text to be highlighted, then click the yellow marker with a blue + sign in the plugin menu to save the highlight with the document. Highlight every part of the document that catches your interest, and you want to find back later.

You can save text from PDFs and images from webpages with a right click!

Step 2: Create and link documents to entities

Creating an entity is easy - select it from the text and click the purple link button.

If you have already created an entity and want to add a document along with its highlights to that entity, you can use the purple link button without selecting any text. This will open the plugin menu, where you can search for the desired entity and link the document to it.

If you don't know which study to connect a document to or find yourself in a situation where you don't have enough time to make highlights, you can save the documents to your Inbox with the blue arrow. This way, you can easily access and organize them later on in your Universe.

More information on using and installing the plug-in can be found here.

Step 3: Repeat for multiple documents

If you are performing a longer search, you can repeat steps 1 and 2 on different documents and save them to the same entities.

If you are doubting how to structure all the documents you are finding, connect them to your main study, you can always find them later and structure when you have a better idea of how you want your results to look like.

Step 4: Navigate to your Universe and explore the attached documents

You can go to your study through multiple channels.

• Open the universe and browse your library or search for your study/entity

• Type in google the information you are looking for and you will be suggested a link to your Findest Universe.

In your Universe, you will see the documents you saved attached to the study by:

• Opening the linked documents at the bottom of the page

• Using the reference bar to see attached documents and highlights

More information on navigating your universe can be found here.

Step 5: Generate an entity report with the AI reporting tool

Access the AI-report generation menu called Ask IGOR^AI . (Please look into Build Reports with AI for more information).

Write your entity report either through:

• A standard report format with the option Report. It will include an introduction, methods, results, and conclusion section

• A tailored report to your case with the Question and Answer option. This provides more accurate results as you are in control of your report. Example of a prompt to use to produce your report, in which you can replace Technology, Context, Question, and Requirement by your own applications

// Write a 50 words description of Technology in Context, then write one paragraph of 50 words summarizing Question for Technology, then write 3 bullet points of maximum 30 words summarizing Requirement 1, Requirement 2 and Requirement 3. Finish with 30 words summarizing the pros and cons of Technology in Context.

Example of a prompt

After Submitting you can Insert, and you can add this to your report!

More information on creating AI prompts for your reports can be found here.

Step 6: Extract specific information from every document

In addition, you can also extract specific information separately from every document you saved. To execute this, choose the option Extract Detail Information.

Write the information you want to extract within Add Detail, and click enter. You can add multiple information request

The output will list the information that the AI could find in every document saved, with a link to this document. You can simply click Insert and add it to your document.

In the scientific literature and R&D, the importance of documents can change per paper. This difference of detail can be of importance, hence using detail information extraction can ensure you show the nuances within the documents you saved

Step 7: Connect your report together on a higher level

To connect your study to an over-arching study. Use the Universe Navigation icon on the top right of the screen

Set the focus on the main study by searching for it and clicking the focus icon.

Go to list view, search for your new entity, and drag and drop it in your current study. This will automatically create a link to connect your entity to the existing study

More information on structuring your reports and universe can be found here.

Step 8: Share your report

Once your report is ready to share, you can use the top button to share the study or entity with one of your colleagues! More information on sharing can be found here.