pdg impact, kallas, frers/ 20060213 1 wipo_ipc_8_user view.ppt pdg impact ipc reform – user‘s...

23
PDG IMPACT, Kallas, Frers/ 20060213 1 PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February 13th 2006 Peter Kallas Gerold Frers

Upload: kenna-dowland

Post on 14-Dec-2015

221 views

Category:

Documents


3 download

TRANSCRIPT

Page 1: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

1 WIPO_IPC_8_User view.ppt

PDG IMPACT

IPC Reform – User‘s view

PDG IMPACT Working Group

IPC Forum Open Day, February 13th 2006

Peter KallasGerold Frers

Page 2: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

2 WIPO_IPC_8_User view.ppt

PDG IMPACT

Agenda

► Patent Documentation Group – IMPACT Working Group

► Why is the industry looking forward to the “new” IPC

► Obstacles in the way of a painless adoption of the new scheme by the industry

► Some examples

► Conclusions

Page 3: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

3 WIPO_IPC_8_User view.ppt

PDG IMPACT

Patent Documentation Group – IMPACT Working Group

► The IMPACT Working Group is responsible for monitoring, discussing and starting activities that focus on the consequences, benefits, practices and problems of the IPC Reform from the users’ point of view

Participants in WIPO Meetings (with PatCom, IPC Expert Meetings)

Participants in EPO meetings (SACEPO/PDI, EPIC etc.)

Participants in meetings with national offices

Organizing own meetings (IMPACT Workshops with WIPO, EPO, national offices,

commercial providers, attorneys and, of course, users)

Coordinating meetings with all parties involved (Special Discussion Meeting IPC Reform/

EPIC)

Page 4: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

4 WIPO_IPC_8_User view.ppt

PDG IMPACT

IPC – Why is it useful for industry?

► The IPC is a handy tool for patent and information departments and, to a certain extent, for the scientists and engineers:

eases the retrieval of “Prior Art” from patent databases

finds specific documents in combination for instance with keywords, inventor names …

narrows down queries, assisted by keywords or other classification schemes

clusters patents by technology fields

can be used as a means in statistical analysis to discover general technology trends identify competitors evaluate the technology focus of competitors

=> All this is done on the basis of a classification by official institutions by trained and well-experienced examiners.

Page 5: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

5 WIPO_IPC_8_User view.ppt

PDG IMPACT

IPC 8 – Why is the industry looking forward to the “new” IPC

General aspects

Smooth transition from previous revisions to IPC 8

Consolidation of all earlier IPC revisions, also for older documents

Internationally applicable quality standards for participating patent offices

The Core Level Classification is a stable foundation for a longer time scale

Up-to-date coverage of new technologies in the Advanced Level classes

International reach with the prospect of actual global usage and

combination of at least 4 international classification schemes

Page 6: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

6 WIPO_IPC_8_User view.ppt

PDG IMPACT

IPC – Why is the industry looking forward to the “new” IPC

The new philosophy of classification

The Advanced Level Classification scheme is a highly specific and flexible information source

The new philosophy allows discrimination between inventive and non-inventive information

The scope of the IPC in future should comprise the whole content of the document not only the claims

Page 7: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

7 WIPO_IPC_8_User view.ppt

PDG IMPACT

IPC 8 – General Remarks

The IPC reform has a far reaching effect on the landscape of patent information

Many – nearly all – information products are affected

Problems in the raw data cause major problems in the whole information chain: from offices to providers and to the end users

Communication of the underlying principles and newly established procedures is the key to success

A close cooperation between WIPO, EPO, national offices, commercial providers and users is of paramount importance

All parties involved have understood these principles!

Page 8: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

8 WIPO_IPC_8_User view.ppt

PDG IMPACTPDG/ IMPACT

PDG/ IMPACT, Kallas, Frers/ 20050213

WIPO_IPC_8_User view.ppt

IPC 8 – Obstacles in the way of a painless adoption of the new scheme by the industry

Several information products were delayed or not operational

Communication of the procedure in the offices is often neglected or its value

underestimated

Non-standardized procedures lead to irritation of users

Commercial providers and users have to spend additional time and money to

run their search operations

Several tools that have been implemented need optimization – from the user´s point of view

Page 9: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

9 WIPO_IPC_8_User view.ppt

PDG IMPACT

IPC 8 – Obstacles in the way of a painless adoption of the new scheme by the industry

Consequences of the IPC Reform for larger offices like USPTO and JPO not clear: how will concordances or similar practices work?

Page 10: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

10 WIPO_IPC_8_User view.ppt

PDG IMPACT

IPC 8 – Obstacles in the way of a painless adoption of the new scheme by the industry

Consequences of the IPC Reform for larger offices like USPTO and JPO not clear: how will concordances or similar practices work?

Inadequate information on the actual implementation of the IPC 8 standard

by the patent offices (Adv. / Core typesetting, advanced “offices” vs. advanced “classes”)

Page 11: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

11 WIPO_IPC_8_User view.ppt

PDG IMPACT

Sample – Advanced Office / Core Symbol

Page 12: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

12 WIPO_IPC_8_User view.ppt

PDG IMPACT

Sample – Switch for Core / Advanced

Page 13: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

13 WIPO_IPC_8_User view.ppt

PDG IMPACT

Sample – Switch for Core / Advanced

Page 14: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

14 WIPO_IPC_8_User view.ppt

PDG IMPACT

IPC 8 – Obstacles in the way of a painless adoption of the new scheme by the industry

Consequences of the IPC Reform for larger offices like USPTO and JPO not clear: how will concordances or similar practices work?

Inadequate information on the actual implementation of the IPC 8 standard by the patent offices (Adv. / Core typesetting, advanced “offices” vs. advanced “classes”)

RCL (Revision Concordance List) difficult to follow

Page 15: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

15 WIPO_IPC_8_User view.ppt

PDG IMPACT

Sample – Revision Concordance List

?

Page 16: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

16 WIPO_IPC_8_User view.ppt

PDG IMPACT

IPC 8 – Obstacles in the way of a painless adoption of the new scheme by the industry

Consequences of the IPC Reform for larger offices like USPTO and JPO not clear: how will concordances or similar practices work?

Inadequate information on the actual implementation of the IPC 8 standard by the Patent Offices (Adv. / Core typesetting, advanced “offices” vs. advanced “classes”)

RCL (Revision Concordance List) difficult to follow

Unclear application by some of the offices

Page 17: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

17 WIPO_IPC_8_User view.ppt

PDG IMPACT

Sample – Transferred Classes Jan ´06

Page 18: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

18 WIPO_IPC_8_User view.ppt

PDG IMPACT

Sample – Revision 7 Symbols Jan ´06

Page 19: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

19 WIPO_IPC_8_User view.ppt

PDG IMPACT

Sample – Reclassification / Addition?

What happens with German Utility Models?

Page 20: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

20 WIPO_IPC_8_User view.ppt

PDG IMPACT

Sample – transparent procedures needed!

Page 21: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

21 WIPO_IPC_8_User view.ppt

PDG IMPACT

Consequences of the IPC Reform for larger offices like USPTO and JPO not clear: how will concordances or similar practices work?

Inadequate information on the actual implementation of the IPC 8 standard by the patent offices (Adv. / Core typesetting, advanced “offices” vs. advanced “classes”)

RCL (Revision Concordance List) difficult to follow

Unclear application by some of the offices

Status of Master Classification Database not yet clarified: availability, implementation, history

IPC 8 – Obstacles in the way of a painless adoption of the new scheme by the industry

Page 22: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

22 WIPO_IPC_8_User view.ppt

PDG IMPACT

Consequences of the IPC Reform for larger offices like USPTO and JPO not clear: how will concordances or similar practices work?

Inadequate information on the actual implementation of the IPC 8 standard by the patent offices (Adv. / Core typesetting, advanced “offices” vs. advanced “classes”)

RCL (Revision Concordance List) difficult to follow

Unclear application by some of the offices

Status of Master Classification Database not yet clarified: availability, implementation, history

The “IPC missing” problem: IPC has to be reliably allotted in high quality without any gaps => without IPC classes, reform is a waste of time!

IPC 8 – Obstacles in the way of a painless adoption of the new scheme by the industry

Page 23: PDG IMPACT, Kallas, Frers/ 20060213 1 WIPO_IPC_8_User view.ppt PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February

PDG IMPACT, Kallas, Frers/ 20060213

23 WIPO_IPC_8_User view.ppt

PDG IMPACT

The focus of industry is now on the problems rather than the advantages!

The offices and WIPO should communicate all problems and changes in the procedures immediately: there is a world outside!

Only a streamlined procedure with transparent classification standards will lead to better adoption and recognition of the benefits of the IPC

Reform

Discuss the problems and established or new procedures with all parties involved - WIPO, EPO, offices, providers and users

Provide time schedules for the different implementation steps

Use opportunities such as today!

IPC 8 Conclusions