PDG IMPACT IPC Reform Users view PDG IMPACT

PDG IMPACT IPC Reform – User‘s view PDG IMPACT Working Group IPC Forum Open Day, February 13 th 2006 Peter Kallas Gerold Frers PDG IMPACT, Kallas, Frers/ 20060213 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 PDG IMPACT, Kallas, Frers/ 20060213 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 Ø Participants in WIPO Meetings (with Pat. Com, IPC Expert Meetings) Ø Participants in EPO meetings (SACEPO/PDI, EPIC etc. ) Ø Participants in meetings with national offices Ø Organizing own meetings (IMPACT Workshops with WIPO, EPO, national offices, commercial providers, attorneys and, of course, users) Ø Coordinating meetings with all parties involved (Special Discussion Meeting IPC Reform/ EPIC) PDG IMPACT, Kallas, Frers/ 20060213 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: Ø eases the retrieval of “Prior Art” from patent databases Ø finds specific documents in combination for instance with keywords, inventor names … Ø narrows down queries, assisted by keywords or other classification schemes Ø clusters patents by technology fields Ø can be used as a means in statistical analysis to ð discover general technology trends ð identify competitors ð 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. PDG IMPACT, Kallas, Frers/ 20060213 WIPO_IPC_8_User view. ppt

PDG IMPACT IPC 8 – Why is the industry looking forward to the “new” IPC 1. General aspects 2. Smooth transition from previous revisions to IPC 8 3. Consolidation of all earlier IPC revisions, also for older documents 4. Internationally applicable quality standards for participating patent offices 5. The Core Level Classification is a stable foundation for a longer time scale 6. Up-to-date coverage of new technologies in the Advanced Level classes 7. International reach with the prospect of actual global usage and 8. combination of at least 4 international classification schemes PDG IMPACT, Kallas, Frers/ 20060213 WIPO_IPC_8_User view. ppt

PDG IMPACT IPC – Why is the industry looking forward to the “new” IPC 1. The new philosophy of classification 2. The Advanced Level Classification scheme is a highly specific and flexible information source 3. The new philosophy allows discrimination between inventive and non-inventive information 4. The scope of the IPC in future should comprise the whole content of the document not only the claims PDG IMPACT, Kallas, Frers/ 20060213 WIPO_IPC_8_User view. ppt

PDG IMPACT IPC 8 – General Remarks Ø The IPC reform has a far reaching effect on the landscape of patent information Ø Many – nearly all – information products are affected Ø Problems in the raw data cause major problems in the whole information chain: from offices to providers and to the end users Ø Communication of the underlying principles and newly established procedures is the key to success Ø A close cooperation between WIPO, EPO, national offices, commercial providers and users is of paramount importance All parties involved have understood these principles! PDG IMPACT, Kallas, Frers/ 20060213 WIPO_IPC_8_User view. ppt

PDG/ PDG IMPACT IPC 8 – Obstacles in the way of a painless adoption of the new scheme by the industry 1. Several information products were delayed or not operational 2. Communication of the procedure in the offices is often neglected or its value 3. underestimated 4. Non-standardized procedures lead to irritation of users 5. Commercial providers and users have to spend additional time and money to 6. run their search operations 7. Several tools that have been implemented need optimization – from the user´s point of view PDG/ PDG IMPACT, Kallas, Frers/ 20060213 20050213 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 Ø Consequences of the IPC Reform for larger offices like USPTO and JPO not clear: how will concordances or similar practices work? PDG IMPACT, Kallas, Frers/ 20060213 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 1. Consequences of the IPC Reform for larger offices like USPTO and JPO not clear: how will concordances or similar practices work? 2. Inadequate information on the actual implementation of the IPC 8 standard 3. by the patent offices (Adv. / Core typesetting, advanced “offices” vs. advanced “classes”) PDG IMPACT, Kallas, Frers/ 20060213 WIPO_IPC_8_User view. ppt

PDG IMPACT Sample – Advanced Office / Core Symbol PDG IMPACT, Kallas, Frers/ 20060213 WIPO_IPC_8_User view. ppt

PDG IMPACT Sample – Switch for Core / Advanced PDG IMPACT, Kallas, Frers/ 20060213 WIPO_IPC_8_User view. ppt

PDG IMPACT Sample – Switch for Core / Advanced PDG IMPACT, Kallas, Frers/ 20060213 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 1. Consequences of the IPC Reform for larger offices like USPTO and JPO not clear: how will concordances or similar practices work? 2. Inadequate information on the actual implementation of the IPC 8 standard by the patent offices (Adv. / Core typesetting, advanced “offices” vs. advanced “classes”) 3. RCL (Revision Concordance List) difficult to follow PDG IMPACT, Kallas, Frers/ 20060213 WIPO_IPC_8_User view. ppt

PDG IMPACT Sample – Revision Concordance List ? PDG IMPACT, Kallas, Frers/ 20060213 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 1. Consequences of the IPC Reform for larger offices like USPTO and JPO not clear: how will concordances or similar practices work? 2. Inadequate information on the actual implementation of the IPC 8 standard by the Patent Offices (Adv. / Core typesetting, advanced “offices” vs. advanced “classes”) 3. RCL (Revision Concordance List) difficult to follow 4. Unclear application by some of the offices PDG IMPACT, Kallas, Frers/ 20060213 WIPO_IPC_8_User view. ppt

PDG IMPACT Sample – Transferred Classes Jan ´ 06 PDG IMPACT, Kallas, Frers/ 20060213 17 WIPO_IPC_8_User view. ppt

PDG IMPACT Sample – Revision 7 Symbols Jan ´ 06 PDG IMPACT, Kallas, Frers/ 20060213 18 WIPO_IPC_8_User view. ppt

PDG IMPACT Sample – Reclassification / Addition? What happens with German Utility Models? PDG IMPACT, Kallas, Frers/ 20060213 19 WIPO_IPC_8_User view. ppt

PDG IMPACT Sample – transparent procedures needed! PDG IMPACT, Kallas, Frers/ 20060213 20 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 Ø Consequences of the IPC Reform for larger offices like USPTO and JPO not clear: how will concordances or similar practices work? Ø Inadequate information on the actual implementation of the IPC 8 standard by the patent offices (Adv. / Core typesetting, advanced “offices” vs. advanced “classes”) Ø RCL (Revision Concordance List) difficult to follow Ø Unclear application by some of the offices Ø Status of Master Classification Database not yet clarified: availability, implementation, history PDG IMPACT, Kallas, Frers/ 20060213 21 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 Ø Consequences of the IPC Reform for larger offices like USPTO and JPO not clear: how will concordances or similar practices work? Ø Inadequate information on the actual implementation of the IPC 8 standard by the patent offices (Adv. / Core typesetting, advanced “offices” vs. advanced “classes”) Ø RCL (Revision Concordance List) difficult to follow Ø Unclear application by some of the offices Ø Status of Master Classification Database not yet clarified: availability, implementation, history Ø 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! PDG IMPACT, Kallas, Frers/ 20060213 22 WIPO_IPC_8_User view. ppt

PDG IMPACT IPC 8 Conclusions Ø The focus of industry is now on the problems rather than the advantages! Ø The offices and WIPO should communicate all problems and changes in the procedures immediately: there is a world outside! Ø Only a streamlined procedure with transparent classification standards will lead to better adoption and recognition of the benefits of the IPC Reform Ø Discuss the problems and established or new procedures with all parties involved - WIPO, EPO, offices, providers and users ØProvide time schedules for the different implementation steps Ø Use opportunities such as today! PDG IMPACT, Kallas, Frers/ 20060213 23 WIPO_IPC_8_User view. ppt