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The EPO's patent information products and services: Overview and developments

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The EPO's patent information products and services: Overview and developments Patent Information Annual Conference of China (PIAC) Beijing, 9 September 2010 – PowerPoint PPT presentation

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Title: The EPO's patent information products and services: Overview and developments


1
The EPO's patent information products and
services Overview and developments
Patent Information Annual Conference of China
(PIAC)Beijing, 9 September 2010
  • Christine Kämmer
  • European Patent Office

2
Content
  • Patent information at the EPO
  • Overview and developments
  • Free sources
  • Subscription databases
  • How to stay up-to-date?

3
The EPO's mission
  • As the patent office for Europe, we support
    innovation, competitiveness and economic growth
    across Europe through a commitment to high
    quality
  • and efficient services delivered under the
    European Patent Convention.

4
EPO's patent information policy (1988)
  • June 1988
  • Decision of the Administrative Council of the
    European Patent Organisation on a 'European
    patent information policy'
  • goal improvement of access to patent information
    in Europe for the general public and industry in
    order to stimulate innovative activity
  • main target group small and medium-sized
    companies
  • pricing policy marginal costs

5
EPO's patent information policy (2007)
  • revised and adapted in 2007
  • Guiding principles
  • barrier-free access to patent information (e.g.
    user-friendliness, languages, technical
    possibilities, tools, pricing policy,
    international access, data covered)
  • mandate to support users by guidance and training
  • policy introduced to allow private sector to add
    value
  • support general idea of the patent system
    (enhance innovation by distributing technical
    knowledge of patents for free and to the best
    extent possible)
  • contribute to the strategic goal of the largest
    patent offices (increase quality of patents by
    filtering low quality applications)

6
EPO Vienna sub-office
  • Patent information
  • Administration
  • European affairs

7
EPO's Principal Directorate 5.1 Patent
Information and European co-operation
  • publishes all European applications and granted
    patents
  • ensures public access to European patent data
  • ensures public access to worldwide patent data
    the EPO uses for its own work (esp_at_cenet)
  • promotes the idea of patent information
  • maintains helpdesks
  • provides patent information products and services
    to the public (marginal cost)
  • provides Asian patent information services
  • in charge of member state co-operation

8
Asian Patent Information Services 5.1.3.2
  • offers support services to European industry in
    order to facilitate access to and promote the use
    of patent information from Asia

9
Asian Patent Information Services 5.1.3.2
  • legal status reports
  • patent monitoring
  • manual translation services
  • K2E-PAT machine translation deliveries
  • customer enquiries on Asian patent information
  • advice on searches in free original language
    sources
  • internal and external training activities
  • "Virtual helpdesk" on Asian patents
  • annual "East meets West" forum in Vienna
  • for further questions asiainfo_at_epo.org

10
Free sources Overview and developments
11
Patent information on the EPO website
http//www.epo.org/patents/patent-information.html
12
European publication server
https//data.epo.org/publication-server/?lgen
13
European publication server
  • official place for copies of
  • European patent applications
  • granted European patent specifications
  • corrected documents
  • new publications loaded every week on publication
    day (usually Wednesday) at 14 hrs CET
  • retrieval using publication number, application
    number, publication date, kind code or IPC
  • links to Register Plus, esp_at_cenet and PatentScope
  • documents can be viewed/downloaded in PDF and XML
    format

14
European patent bulletin
http//www.epo.org/patents/patent-information/euro
pean-patent-documents/european-patent-bulletin.htm
l
15
European patent bulletin
  • bibliographic data
  • data concerning the legal situation of European
    patent applications and patents
  • based on Rule 143 of the EPC ("Entries in the
    European Register")

16
esp_at_cenet
  • free access to worldwide patent information
  • via the internet
  • free starting point for searching patent
    information
  • no guarantee for completeness of data
  • not a professional search tool

http//www.espacenet.com/index.en.htm
17
esp_at_cenet
  • almost 70 million patent documents
  • from more than 80 patent authorities worldwide
  • dating from the early 19th century to today
  • access to
  • bibliographic data
  • full document download (PDF)
  • legal status information
  • post-grant information
  • patent family information
  • all citations
  • online machine translation

18
esp_at_cenet
  • Quick search
  • look for inventors or applicants
  • find technical words in the abstract/title
  • Advanced search
  • combine various search terms and fields
  • Number search
  • retrieve a document when you know the
    publication, application, priority or non-patent
    literature number
  • Classification search
  • find all patent publications in a particular
    technical area

http//ep.espacenet.com/quickSearch?localeen_EP
19
esp_at_cenet
  • Smart search
  • single line search field, enter any search term

http//ep.espacenet.com/?localeen_EP
20
esp_at_cenet
  • Smart search
  • search using command-line expressions based on
    "Contextual Query Language (CQL)"

21
esp_at_cenet new features
  • enhanced citation information (backward, forward,
    opposition, appeal, ...), including NPL
  • "claims tree" function, showing independent and
    dependent claims (EP and WO)
  • full text search for EP and WO documents
  • highlighting of search terms in the text

22
esp_at_cenet new features
  • new ECLA class Y02 (sustainable energy
    technology) visible in esp_at_cenet
  • user-friendly navigation system
  • sorting of results list (lt 500 hits according to
    upload date, priority date, applicant, inventor,
    ECLA)
  • RSS feed for updates
  • export function (to Excel)
  • for further questions espacenet_at_epo.org

23
Open patent services (OPS)
http//www.epo.org/patents/patent-information/free
/open-patent-services/input.html
24
Open patent services (OPS)
  • free source
  • can be used for bulk download
  • bibliographic data, family and legal information
  • documents in image format
  • same data as esp_at_cenet but alternative way of
    searching
  • standardised XML interface for access to raw data
  • customised and flexible
  • industry standard Web Services architecture
  • SOAP-based (Simple Object Access Protocol)

25
Open patent services (OPS)
  • can be used to
  • create customised patent databases
  • track patent status changes
  • integrate information into other software
    packages
  • download large amounts of data.
  • set up your own interface (basic programming
    skills required)

26
Register Plus
https//register.epoline.org/espacenet/regviewer
27
Register Plus
  • procedural information on all European patent
    applications from publication onwards
  • legal status data
  • all public documents in the EPO's file ("file
    wrapper")
  • linked to esp_at_cenet
  • linked to European Publication Server
  • various data views (main data, legal status,
    event history, citations, patent family, all
    documents and document filters)

28
Register Plus
  • can be used to
  • follow the procedure for a particular application
  • see if a European patent application has been
    granted/refused/withdrawn
  • check whether any oppositions have been filed
  • read correspondence between EPO and patent
    applicant/attorney
  • batch process and store documents offline for
    future reference

29
Register Plus new features
  • error report facility
  • quick help files on all screens
  • help glossary
  • refinement of document filter
  • enhanced functions for printing, opening
    documents, sorting results lists...
  • improved number formats (same as in esp_at_cenet)
  • new category of cited documents Supplementary
    International Search Reports

30
Register Plus new features
  • NPL citations
  • additional category for files with samples of
    deposited BIOM (BIOlogical Material)
  • secure access function via https//epo.org/registe
    r
  • harmonisation of the interfaces of Register Plus
    and esp_at_cenet (dynamic front page, news, ...)
  • for further questions opus_at_epo.org

31
Web Register Monitoring Tool (WebRegMT)
http//www.epoline.org/portal/public
32
Web Register Monitoring Tool (WebRegMT)
  • can be used to
  • track specific European patent applications
  • receive automatic e-mail alerts every time
    something happens to any of these applications
    during grant procedure

33
Web Register Monitoring Tool (WebRegMT)
  • free registration
  • monitor up to 1 000 individual cases of own and
    third-party applications
  • on-screen display of changes since last log-in
  • e-mail alerts to up to five e-mail addresses
  • choice of which events will trigger a
    notification
  • import and export lists of documents
  • secure environment to ensure confidentiality
  • access via password or smart card

34
WebRegMT new features
  • default option changed to "yes, I want to receive
    electronic notices"
  • to come full integration of WebRegMT inside
    Register Plus
  • for further questions, contact opus_at_epo.org

35
Patent portfolio management (IPscore)
  • EPO's IPscore software tool
  • ascertain the economic value of patents
  • identify potential risks and opportunities
  • quantitative and qualitative valuation
  • can be important for
  • licensing - knowing the value of one's patents to
    be in a better position for negotiating licensing
    agreements
  • investment decisions - analysis of a company's
    may be a critical factor for investors
  • obtaining public funding

http//www.epo.org/patents/patent-information/busi
ness/valuation.html
36
Patent portfolio management (IPscore)
  • IPscore can be used to
  • examine your companys patent portfolio
  • analyse the value of individual patents
  • align your companys patent strategy with your
    overall business strategy
  • make the best use of patents as a business tool
  • identify opportunities and risks,
  • strengths and weaknesses

http//www.epo.org/patents/patent-information/busi
ness/valuation.html
37
IPscore new features
  • customise assessment factors to specific needs
    (e.g. exclude factors according to user needs)
  • import/export customisations share and discuss
    customisations (without sharing data)
  • share data, manage different portfolios, export
    data to different customisations and future
    versions of IPscore
  • enhanced visualisations (e.g. legal status)
  • run-time version of IPscore available, allowing
    to use IPscore without having MS Access installed
  • for further questions, contact patentdata_at_epo.org

38
Subscription databases and raw data resources
Overview and developments
39
Subscription databases
http//www.epo.org/patents/patent-information/subs
cription.html
40
new Global Patent Index
http//www.epo.org/patents/patent-information/subs
cription/gpi.html
41
Global Patent Index
  • GPI - two components
  • Database (input data DOCDB XML)
  • coverage data from over 80 patent offices
  • content 70 million biblio. records, weekly
    updated
  • Retrieval software (MIMOSA)
  • detailed searches (100 search criteria)
  • worldwide state-of-the-art searches, patent
    watches
  • easy access to detailed coverage information on
    individual fields

42
Global Patent Index
  • Searchable bibliographic data, including
  • classifications (IPC, ECLA, ICO, nationals)
  • citations (patent literature, NPL, citation
    categories)
  • abstracts (proximity search)
  • EPO simple patent family
  • Data fetched from Open Patent Services (OPS)
  • representative images
  • INPADOC patent family
  • INPADOC legal status
  • for further questions, contact epal_at_epo.org

43
Raw data resources (INPADOC)
http//www.epo.org/patents/patent-information/raw-
data.html
44
Raw data resources (INPADOC)
  • a range of products, e.g. EP documents, legal
    status, ECLA, NPL, PATSTAT database (for
    statistical research)
  • can be processed and customised according to
    individual requirements
  • license agreement necessary for commercial use
  • data in a standard XML format (WIPO ST. 36)
  • available in the form of weekly updates and
    cumulated backfiles

45
How to stay up-to-date...
46
Regular updates training, e-learning
  • Classroom training
  • Virtual classroom, "Newsflash"
  • http//www.epo.org/patents/learning.htmlhttp//w
    ww.epo.org/patents/learning/pi-training.htmlhttp
    //www.epo.org/topics/ip-events/patent-event-search
    .html
  • e-learning PI esp_at_cenet assistant
  • http//www.epo.org/wbt/espacenethttp//www.epo.o
    rg/wbt/pi-tour
  • Recordings
  • http//www.epo.org/patents/learning/e-learning.ht
    ml

http//www.epo.org/patents/learning/pi-training.ht
ml
47
Regular updates events
  • Patent Information Conference
  • http//www.epo.org/about-us/events/pi-conference.
    html
  • "East meets West" forum
  • http//www.epo.org/about-us/events/archive/2009/e
    mw2009.html
  • PATLIB
  • http//www.epo.org/about-us/events/patlib2010.htm
    l
  • PATSTAT
  • http//www.epo.org/about-us/events/patstat.html

48
Regular updates publications
  • brochures
  • http//www.epo.org/about-us/publications/paten
    t-information/patent-information-brochure.html
  • "Patent Information News"
  • http//www.epo.org/about-us/publications/patent-i
    nformation/news.html
  • newsletters
  • http//www.epo.org/about-us/publications/patent-i
    nformation/newsletter.html
  • http//www.epo.org/contact/newsletter.html?banner
    homepage2

49
Regular updates user forums
  • user forums on different patent information
    products

http//forums.epo.org/
50
Need further information?
for question on this presentation,
contact ckaemmer_at_epo.org feedback,
suggestions, comments on the EPO's patent
information products lmcdonald_at_epo.org general
enquiries info_at_epo.org infowien_at_epo.org
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