Setting up a project

A project is one brand. The setup wizard takes you through everything a project needs before it can collect results and file notices. Steps can be skipped and returned to; the home page lists what is still worth finishing.

Project

Name and brand. The brand is the name that appears in queries and notices; the project name is for you. Both can be changed later.

Contacts

Who the notices are filed on behalf of, and where replies go. Until this is filled in, notices are not sent — the system will collect results and record pages, but nothing leaves. This is deliberate: a notice carries a real name and a real address, and it should be yours.

Collection

How deep to look (how many positions of the result page) and how often to re-run each query. Defaults are sensible: the first page of results, once a day. Deeper and more often costs more credits and rarely changes what is found on the brand name.

Whitelist

Your own domains and your licensed partners. Everything on the list is excluded before anything is reported. Put your main domain here first; add partners as you confirm them. The list can be edited at any time from the Whitelist tab, and adding a domain there also clears the pages already recorded for it — this is the emergency exit if a partner was reported by mistake.

Evidence

What the capture looks for on a page: links to your original material, and the words that identify it — the passages a notice quotes. Suggestions are offered from your own pages; pick the ones that would not appear on an unrelated site. Evidence can be switched off for a project, in which case pages are recorded by position only and notices are not filed.

Notice settings

Whether notices are sent at all, how long a page has to hold its position after discovery before a notice goes out (the wait after discovery), and how many notices a day the project may send. The wait exists because pages come and go; a page that vanishes on its own does not need a notice.

Queries

The searches, one per line. A volume can follow after a semicolon (brandname; 1200) — it is used to estimate how much traffic an unauthorised page takes. Each query is set for a country, a language and a device; add the same query again for another market. See Queries and markets.

Done

The project starts collecting on its schedule. The first results appear after the first collection; the home page shows when the next one is due.

If a step is skipped

The project still works as far as it can. Without contacts, nothing is sent. Without a whitelist, your own pages will be recorded as unauthorised until you add them. Without queries, nothing is collected. The home page says which of these applies, with a link to the step.