5 9 Presentation DATA COMPARISON OPS Ops epo

5. 9 Presentation

DATA COMPARISON - OPS Ops. epo. org/ § Need to obtain a license directly from OPS Free of Charge! Jboss server with either PCP or Patricia Web Must have Chrome installed on the web server Setup in Maintenance required § Display Layout – Data Comparison • Open Patent Service Web Services

DATA COMPARISON - OPS Patent Related Cases § § § Patent Utility Model Validation Opposition Patent Watch • Consideration – what can we compare: § § Published applications/patents only Bibliographic Data – data values only US Provisional are not included Application number is the primary case identifier, supported by publication or patent number

DATA COMPARISON - OPS • (Source Information) • Health Index • Update Possibility Status – Symbol and Message § Equal (Match logical) § Value missing in Patricia § Discrepancy § Value not

DATA COMPARISON - OPS Diary Field § § Populated according to the Diary Line Text Sorted alphanumerical according to the first column; “Diary” § § Language supported Identical comparison; compare word by word § § Not language supported Identical comparison, compare word by word § § § Cited by PTO Cited to PTO Identical comparison § Configuration of “Patent Class” required § § § IPC Classes (IPCR) US Classes (UC) CPC Classes (CPC) Title Abstract Citations Classes • • Case Configuration Display Layout

DATA COMPARISON - OPS Maintenance – Improved Mapping § § Best Matching Principle on Case Category: • Case Master • Country • Application Type • Service Level Kind Code References Diary “Type” DB Extender to include basic mapping (25) • Data Comparison Mapping (minimum combination) § Data Source § Case Master § Country

DATA COMPARISON - OPS Diary Field Type Setup § § § § Application Date Application No Priority Date Priority From Priority Country Nat. Application Date National Application No Publication Date Publication No Publication Date A 2 Publication Date A 3 Registration Date Patent/Registration No PCT No

DATA COMPARISON - OPS Basic Bibliographic Information § § § § § Abstract Application Date Application Number Citations International Application Date International Application Number Kind Ref Data #1 Kind Ref Number #1 Kind Ref Data #2 Kind Ref Number #2 Kind Ref Data #3 Kind Ref Number #3 Patent Class Priority Country Priority Date Priority Number Title

DATA COMPARISON - OPS Basic Bibliographic Fields § Not delivered as fixed fields from OPS but as kind codes • Mapping in Patricia • Kind Code § Individual mapping for specific country and application type § A 1 = Publication reference (Published Application) § B 1 = Publication reference (Granted Patent) • Kind Ref Numbers / Kind Ref Dates § Further definition by Kind Code column

DATA COMPARISON - OPS Action Types – 3 different options § § § Do Nothing Update Validate • Recommended Setting § Validate Note: There is no “undo” command to delete any updated information from Data Comparison

DATA COMPARISON - OPS Basic Mapping § Default Countries • Installation Country • Unspecified Country XX • Unspecified Country YY • Unspecified Country ZZ • European Patent Application • PCT Application § Country Specific • US, CA, AU, JP, BR, RU, CN, IL, NZ, TW, ZA, DE, FR, GB, NL, BE, IT, CH, AT, PL, SE, DK, NO, FI

DATA COMPARISON - OPS Basic Mapping § Application Types • • • Priority Founding With Priority PCT Based without Priority Validation after EPC § Basic Fields • • Application Date / Application No Publication Date / Publication No Patent Date / Patent Number Priority Country / Priority Date / Priority Number Title Abstract Citation Class

DATA COMPARISON - TM VIEW • TM related cases: § § Trademark Opposition Trademark Search Trademark Watch • Consideration – what can we compare: § Published applications/registrations only § Bibliographic Data – data values only § Application number is the primary case identifier, supported by publication or registration number

DATA COMPARISON - TM VIEW • Bibliographic Data § § Basic Diary Device Class with Goods/Services Text • Related Web Link (Source Information) • Health index • Update Possibility

DATA COMPARISON - TM VIEW Status – Symbol and Message § § § Equal (Match logical) Value missing in Patricia Discrepancy Value not available in Source

DATA COMPARISON - TM VIEW Maintenance – Mapping based on the following fields: § § § § Application Date Application Number Devices Expiry Date Mark Text Priority Country Priority Date Priority Number Publication Date Publication Number Registration Date Registration Number Trademark Appearance Trademark Classes Trademark Disclaimer Trademark IP Type

DATA COMPARISON - TM VIEW • Best Matching Principle on Case Category: § § Case Master Country Application Type Service Level • Data Comparison Mapping (minimum combination) § Data Source § Case Master § Country

DATA COMPARISON - TM VIEW Basic Mapping § Default Countries • • Unspecified Country XX Unspecified Country YY Unspecified Country ZZ United States Extended

DATA COMPARISON - WIPO Same thing as OPS and TM View Basic mapping Health Index Update functionality Needs to be created in Display Layout Source Link

DATA COMPARISON • Security § Update Button • Setup to hide or inactivate (grey out) § Create different layouts to give access to only certain groups • Mapping Improvements § § § Valid From/To on mapping row level (OPS source / Kind Code) Maintained by Patrix (included in Country and Law updates) Inactive tick box on mapping row level

DATA COMPARISON BC Value 1562 § § Data Comparison Identifiers Provide a list of diary field numbers to be used as second identifiers for cases (after application, publication, patent/registration numbers) BC Value 1583 § Data comparison license key needed for Patent Insight connection BC Value 1584 § § 1: No extended follow up (Default Setting) 2: Only Diary Calculation; no terms (supported by Rule Calculation) 3: Diary and future Terms (active terms in the future) 4: Diary and Terms (also passed due dates will update)

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