Graphical user interface for recurring searches
Some embodiments provide a method for generating a graphical user interface (GUI) for a research system that identifies documents relevant to several categories. The method receives a user objective and at least one initial category for a recurring search that identifies documents relevant to several categories for presentation to a user. The method provides for display in the GUI several selectable additional categories related to the received initial category for the user objective. The method receives a selection of a set of categories through the GUI. The method provides for display in the GUI an optimized modifiable set of filters for removing specific types of documents that are relevant to the set of categories from the recurring search. The method generates the recurring search for the user based on the received categories and a modified set of filters.
1. A non-transitory, computer readable medium storing code for generating a graphical user interface (GUI) for a research system that identifies documents relevant to a plurality of categories, the code is executable by a processor of a computer system to cause the computer system to perform operations comprising:
provide a selectable list of user objectives for a recurring search that identifies documents, from a particular recurring time period, classified as relevant to a set of categories by the research system, wherein a selected user objective comprises a purpose for which the user plans to use the identified documents from the particular recurring time period;
provide a categories display area for displaying a set of recommended categories to include in the recurring search based on the selected user objective and an initial set of categories, wherein the set of recommended categories comprises a subset of pre-selected categories most related to the initial set of categories and further categories for selection by the user;
after a set of additional categories for the recurring search are selected by the user, provide a filters display area for displaying a set of recommended filters for removing specific types of documents from the recurring search that are otherwise relevant to the selected categories for the recurring search, wherein a first set of selected additional categories results in displaying a first set of recommended filters and a second set of selected additional categories results in displaying a second, different set of recommended filters; and
provide a plurality of selectable user interface controls for modifying delivery parameters for the recurring search, wherein a set of the plurality of selectable user interface controls are automatically pre-selected for the user based on an analysis of a plurality of user profile information and user behavior information, wherein email is pre-selected as a medium through which reports are delivered to the user if the user does not log-in to the research system on a recurring basis over a specified time period.
2. The non-transitory, computer readable medium of claim 1 , wherein at least one of the initial set of categories is one of a company, an industry, a person, and a topic.
3. The non-transitory, computer readable medium of claim 1 , wherein a plurality of the set of recommended filters are configured to filter documents based on one of a source of the document, a type of document, or a geographic region to which the document is related.
4. The non-transitory, computer readable medium of claim 1 , wherein the plurality of the selectable user interface controls for modifying delivery parameters comprises controls for specifying a format of reports generated by the recurring search, a frequency of delivering the reports to the user, and a medium through which the reports are delivered to the user.
5. The non-transitory, computer readable medium of claim 1 , wherein the set of recommended filters are selected for display in the filters display area based on an analysis of a set of filter rules and the user's objective for the recurring search.