Overview of IM tools for Rospatent

Overview of Information Management
and Key Applications at the
European Patent Office
Guido Szamocki
IM Directorate - Technical Support for National Offices
Moscow
26/03/2010
AGENDA
1.
2.
3.
4.
5.
Information Management at the EPO
User interactions with IT systems
The SEA system
MADRAS
Summary
Information Management (IM) at the EPO
VP 1
VP 1
VP 1
VP 2
Patent
Granting
Patent
Administration
Examiners
Formalities
Information
Management
Systems
IM manages Infrastructure
VP 1
VP 1
VP 1
VP 2
Patent
Granting
Patent
Administration
Examiners
Formalities
Information
Management
Systems
IM manages Infrastructure
– IBM mainframe
– AIX servers
– Windows XP PC's
– Network
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2
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4
– Printers
... and of course Systems.... each with its own acronym
EPASYS
Management of European Patents
EP files
MASAI
Management of PCT (Chapter I and Chapter II)
PCT files
ADM
Management of search work (EP, PCT, National)
All search work
PHOENIX
Electronic dossier management
Electronic dossiers
EPOQUE
Examiners search tools
Search & view
Trimaran
Writing of search reports and examiners' communications
Communications
FIPS
Finance
& Personnel
esp@cenet
Public access
SAP system to manage finance and human resources
Public internet access to all patent documents
and these are not all
EPASYS
EP files
MASAI
PCT files
ADM
All search work
PHOENIX
Electronic dossiers
EPOQUE
Search & view
Trimaran
Communications
FIPS
Finance
& Personnel
esp@cenet
Public access
There are many, many systems
EPASYS
EP files
OCR &
Publication
Online Filing
Register
Contractors
EP/PCT files
EP files
MASAI
PCT
PCT files
files
Dossier
Management
DocTool
/Clip-on
ADM
ADM
Production
Classification
All search work
All search work
Post-Grant
PHOENIX
PHOENIX
Fees
Electronic dossiers
Electronic dossiers
Lotus Notes
MUSE
DocDB
BNS
EPOQUE
EPOQUE
Various
Databases
Examination
Patent family
bibliographic data
Patent images
Searchable data
Search & view
SDMS
CDS
search results
Client directory
e-mail etc.
Search & view
Trimaran
Trimaran
Communications
Communications
FIPS
Finance
& Personnel
FIPS
Finance
& Personnel
esp@cenet
Public access
esp@cenet
Public access
epoquenet
Open Patent
Services
National Offices
3rd parties
but there is order in the chaos
Formalities
& Support
EPASYS
EP files
General
Administration
Examiner Applications
EPOQUE
Search & view
Dossier
Management
Trimaran
Production
Communications
DocTool
/Clip-on
Classification
Post-Grant
MASAI
PCT files
FIPS
Finance
& Personnel
Production
Patent Data Collections
Fees
Lotus Notes
MUSE
DocDB
BNS
Various
Databases
All search work
Examination
Patent family
bibliographic data
Patent images
Searchable data
PHOENIX
SDMS
CDS
Electronic dossiers
search results
Client directory
ADM
e-mail etc.
External Services
OCR &
Publication
Online Filing
Register
epoquenet
esp@cenet
Open Patent
Services
Contractors
EP/PCT files
EP files
National Offices
Public access
3rd parties
AGENDA
1.
2.
3.
4.
5.
Information Management at the EPO
User interactions with IT systems
The SEA system
MADRAS
Summary
User interactions with systems
VP 1
VP 1
VP 1
VP 2
Patent
Granting
Patent
Administration
Examiners
Formalities
Information
Management
Systems
User interactions with systems
VP 1
VP 1
VP 1
VP 2
Patent
Granting
Patent
Administration
Examiners
Formalities
Information
Management
Systems
User interactions with systems
Patent
Granting
Patent
Administration
Examiners
Formalities
ONE USER INTERFACE
ONE USER INTERFACE
DocTool
/Clip-on
MUSE
Classification
Examination
Register
Lotus Notes
e-mail etc.
Online Filing
EP/PCT files
BNS
Dossier
Management
Patent images
Production
EP files
CDS
Client directory
SDMS
DocDB
Patent family
bibliographic data
search results
Information
Management
Various
Databases
data
OCRSearchable
&
Publication
Contractors
Post-Grant
Fees
Systems
User interactions with systems
SEA
MADRAS
Suite of
Examiners
Applications
Mother of
All
Dossier
Related
Applications
Systems
ONE USER INTERFACE
DocTool
/Clip-on
MUSE
Classification
Examination
Register
Lotus Notes
e-mail etc.
Online Filing
EP/PCT files
ONE USER INTERFACE
BNS
Dossier
Management
Patent images
Production
EP files
CDS
Client directory
SDMS
DocDB
Patent family
bibliographic data
search results
Various
Databases
data
OCRSearchable
&
Publication
Contractors
Post-Grant
Fees
What happens to Patent Dossiers
Our examiners
still prefer
paper files!
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2
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4
ONE USER
INTERFACE
PATENT
ADMINISTRATION
ONEEXAMINATION
USER INTERFACE
What happens to Patent Dossiers
External
OCR
Contractor
IMAGES
PATENT ADMINISTRATION
EXAMINATION
TEXT
<description>
Method for doi
while ensuring
several rather
otherwise it mi
but then again
well, I could be
<claims>
but examiners
also have access
to the text
AGENDA
1.
2.
3.
4.
5.
Information Management at the EPO
User interactions with IT systems
The SEA system
MADRAS
Summary
The SEA System
SEA
MADRAS
Suite of
Examiners
Applications
Mother of
All
Dossier
Related
Applications
Systems
ONE USER INTERFACE
DocTool
/Clip-on
MUSE
Classification
Examination
Register
Lotus Notes
e-mail etc.
Online Filing
EP/PCT files
ONE USER INTERFACE
BNS
Dossier
Management
Patent images
Production
EP files
CDS
Client directory
SDMS
DocDB
Patent family
bibliographic data
search results
Various
Databases
data
OCRSearchable
&
Publication
Contractors
Post-Grant
Fees
The SEA System
SEA
Suite of
Examiners
Applications
The SEA System
SEA
The examiner has just this bar of tools
a Suite of Examiner Applications
which will be familiar to those who use
EpoqueNet
the same tool but limited to prior art search
Examiner working with SEA
Select Dossier from stock
All relevant data for Dossier
Search for prior art
Examine prior art
Record citations
Write reports using templates
Include text from the Dossier
or from other documents
Complete communication
and print
Output from examination
MAIL
IMAGES
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4
PATENT ADMINISTRATION
EXAMINATION
AGENDA
1.
2.
3.
4.
5.
Information Management at the EPO
User interactions with IT systems
The SEA system
MADRAS
Summary
MADRAS is a Java container
for many applications
Configured for each user
with different applications
Many are parts of the
PHOENIX system for
Document Management
Scanned incoming
correspondence (letters)
Documents filed online
Electronic documents
received online (WIPO, JPO...)
Examiners communications
Documents constructed
by the user
(e.g. amended claims)
Bibliographic data from
backend databases
(read-only)
but not just PHOENIX
Documents ...
..also Applications for
various backend systems
Usually a Java app giving
Screens for viewing
or updating a database
All information relevant
to the current Dossier
and general systems
like the client database
and not just Java.
Also some based
on browser
and even 3270 emulation
AGENDA
1.
2.
3.
4.
5.
Information Management at the EPO
User interactions with IT systems
The SEA system
MADRAS
Summary
Summary
• Patent Administration
• Examiners
• The Public
• National Offices
Summary
• Patent Administration work through MADRAS
• Patent Administration work with
– PHOENIX (electronic documents)
• scanned, filed online, generated etc.
– Bibliographic data systems (EP, PCT etc.)
• which generate warnings, letters etc.
– Management systems (finance, client DB etc.)
Summary
• Examiners work through SEA
• Examiners work with
– Epoque (search)
– Trimaran (reports)
– Management systems (stock)
– Paper files !!
Summary
• The Public use
– online filing, fee payment
– Register Plus (PHOENIX and Register data)
– espacenet
• EP worldwide
Summary
• National Offices use
– epoquenet
• search only
– EPTOS
• espacenet (national collection)
• PHOENIX
• Online Filing
• Register
Thank you for your attention
Questions ?
[email protected]