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Filing Patents Online
A Professional Guide
Paperback | 28 April 2003 | Edition Number 1
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464 Pages
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The Patent Filing Systems | p. 1 |
Introduction | p. 1 |
A Brief History of the Internet | p. 1 |
U.S. Laws and Systems | p. 3 |
International Patent Laws, Processes, and Systems | p. 5 |
The Paris Convention | p. 5 |
Patent Cooperation Treaty | p. 5 |
European Patent Convention | p. 7 |
Online and Electronic Filing Requirements | p. 8 |
Patent Application Essentials | p. 11 |
Introduction | p. 11 |
Key Definitions | p. 13 |
Misconceptions | p. 13 |
Introduction to Patent Practice | p. 15 |
Purpose of Patent | p. 15 |
Laws Governing Patents | p. 15 |
Important Dates | p. 15 |
Parts of a Patent | p. 16 |
Drawings (35 USC 113) | p. 16 |
Specification (35 USC 112) | p. 16 |
112 [paragraph]1 Requirement: Description, Enablement, and Best Mode | p. 17 |
112 [paragraph]2 Requirement: Parts of a Claim | p. 18 |
Reading a Claim | p. 18 |
Punctuation of Claim | p. 18 |
Definiteness of Claim | p. 18 |
Narrowing of Claim | p. 19 |
Process Claims | p. 20 |
Novelty and Loss of Right to Patent: [section] 102 | p. 22 |
Date of Invention | p. 22 |
Status of Invention | p. 22 |
Types of [section] 102 Events | p. 23 |
Obviousness/Nonobviousness ([section] 103) | p. 28 |
[section] 103(a) | p. 28 |
Manner of Invention | p. 28 |
Graham v. John Deere: Fundamental Inquiry | p. 28 |
Prima Facie Obviousness | p. 29 |
Prima Facie Requirements | p. 29 |
[section] 102(e), (f), and (g) Events as [section] 103 Prior Art | p. 30 |
Admission as Prior Art under [section] 103 | p. 30 |
Rights and Procedures under the Patent Cooperative Treaty (PCT) | p. 30 |
Definitions | p. 30 |
Strategies | p. 31 |
PCT Process | p. 31 |
PCT Application | p. 32 |
Significant [section] 102(e) Issues | p. 33 |
Online Patentability Search | p. 35 |
Introduction | p. 35 |
Anatomy of a Patent | p. 36 |
Patentability Search Online | p. 39 |
Patent Office Resources | p. 39 |
The U.S. Patent and Trademark Office | p. 39 |
Keyword Selection and Searching | p. 41 |
Patent Images | p. 46 |
Published Application Search | p. 47 |
Patent Classification Search | p. 48 |
Searching the Gazette | p. 57 |
The European Patent Office | p. 57 |
The World Intellectual Property Organization | p. 58 |
Canadian Patent Office | p. 58 |
Internet Search Engines | p. 70 |
Technical Databases | p. 70 |
Patent Searches and IP Services | p. 71 |
Patent Copies and Search Facilities | p. 71 |
Online Filing Basics | p. 81 |
Introduction | p. 81 |
USPTO | p. 82 |
Obtain a Customer Number | p. 82 |
Associate Customer Number with Patent Application(s) | p. 82 |
Request a Digital Certificate | p. 84 |
Obtain Access Codes | p. 84 |
Set Up the Software | p. 86 |
WIPO | p. 87 |
PCT-EASY Registration | p. 88 |
PCT-EASY Installation | p. 88 |
PCT-SAFE | p. 89 |
EPO | p. 90 |
USPTO EFS Overview | p. 91 |
EFS Purpose | p. 91 |
EFS Software Overview | p. 92 |
What EFS Supports | p. 92 |
What EFS Does Not Support | p. 93 |
Basic Steps to Using EFS | p. 93 |
Word Processing and Imaging Programs | p. 93 |
File Preparation | p. 94 |
Obtain Specification Authoring Tools | p. 95 |
Obtain Submission Software | p. 95 |
Obtain PTO Direct Security | p. 96 |
Technical Issues | p. 96 |
Setup | p. 96 |
File Management | p. 97 |
Web Browser | p. 98 |
Operational Issues | p. 98 |
General | p. 98 |
Specification Authoring | p. 101 |
Figures, Drawings, Chemical Structures, and Mathematical Equations | p. 106 |
Additional Application Data | p. 109 |
View/Print | p. 110 |
Transmitting to the USPTO | p. 111 |
Receipt of Filing | p. 115 |
Fees/Payment | p. 117 |
Troubleshooting/Errors | p. 118 |
USPTO EFS Scenarios | p. 121 |
Introduction | p. 121 |
Terminology | p. 121 |
Patent Application Publication Process and EFS Submissions | p. 121 |
New Utility Application | p. 123 |
The Applicant | p. 123 |
The USPTO | p. 123 |
Preparation for Authoring | p. 124 |
Specification | p. 124 |
Viewing | p. 124 |
Submission Folder | p. 125 |
Submission | p. 125 |
Notes | p. 125 |
EFS Filing Scenario with Compact Disc | p. 126 |
The Applicant | p. 126 |
The USPTO | p. 127 |
New Utility Application with Assignment | p. 128 |
Provisional Application | p. 128 |
18-Month Publication | p. 130 |
Voluntary Pre-Grant Publication | p. 132 |
Amended Publication as First Pre-Grant Publication by the USPTO | p. 133 |
Redacted Publication Submission as First Pre-Grant Publication by the USPTO | p. 134 |
Redacted Publication Submission after Initial Publication | p. 134 |
Corrected Publication Due to Error | p. 135 |
Computer Readable Format Biotechnology Sequence Listing for Pending Paper Application | p. 135 |
Filing an Assignment Recordation for a Previously Filed Patent Application Using EFS | p. 136 |
Application Data Sheet | p. 137 |
Case Study for a New Utility Application | p. 137 |
Overview | p. 137 |
Background | p. 138 |
Preparation for Authoring the Patent Application Specification Document | p. 138 |
Authoring the Patent Application Specification Document | p. 138 |
Creating Necessary Transmittals and the Cover Sheet | p. 143 |
Tracking Down the Application | p. 149 |
USPTO: PASAT | p. 155 |
Introduction | p. 155 |
Getting Started | p. 155 |
Creating New Specifications | p. 156 |
Importing Specifications | p. 157 |
Loading Specifications | p. 157 |
Interface Features | p. 158 |
Menus and Menu Options | p. 158 |
Toolbars | p. 158 |
Shortcut Keys | p. 159 |
Office Assistant | p. 160 |
Status Bar | p. 160 |
Disabled Microsoft Word Features | p. 160 |
Editing Specifications | p. 160 |
Changing Tag and Entity Display | p. 160 |
Using the Specification Map | p. 161 |
Managing Selections | p. 161 |
Managing Paragraphs | p. 162 |
Managing Claims | p. 163 |
Managing Claim Dependencies | p. 164 |
Formatting Text | p. 165 |
Copy, Cut, and Paste | p. 165 |
Removing Double Emphasis Tags | p. 167 |
Nonbreaking Spaces and Hyphens | p. 167 |
Smart Quotes, Apostrophes, Fractions, and Double Hyphens | p. 169 |
Reversing Operations | p. 171 |
Managing Complex Work Units | p. 171 |
Changing the Browser Display Font | p. 175 |
Managing Tables | p. 177 |
Managing Figures | p. 177 |
Managing Special Characters | p. 179 |
Entering Biological Deposit Data | p. 180 |
Spell Check | p. 180 |
Finding and Replacing Content | p. 181 |
Validating and Previewing Specifications | p. 181 |
Validate Specification | p. 181 |
Previewing Specifications | p. 182 |
Saving and Exporting Specifications | p. 182 |
Saving Specifications | p. 182 |
Exporing Specifications | p. 183 |
USPTO TSA | p. 185 |
Introduction | p. 185 |
Macro Setup | p. 185 |
Template Setup Procedures | p. 186 |
Overview of WordPerfect XML Template | p. 187 |
The Template Environment | p. 187 |
EFS Toolbars | p. 188 |
Keyboard Shortcuts | p. 188 |
Overview of EFS Tagging | p. 189 |
Methods of Tagging | p. 190 |
Authoring a Specification | p. 192 |
Create a New Specification | p. 192 |
Select Specification Sections | p. 193 |
Add MPEP Recommended Section | p. 193 |
Remove MPEP Recommended Section | p. 193 |
Create a New Section | p. 193 |
Title of Invention (Required) | p. 194 |
Cross-Reference to Related Applications (Optional) | p. 194 |
What Is Claimed (Required) | p. 196 |
Basic Claim Tagging | p. 196 |
Additional Claims | p. 197 |
Indented Sections | p. 197 |
Dependent Claim Reference | p. 197 |
Display Claims | p. 197 |
Abstract of the Disclosure (Required) | p. 198 |
Figures (Optional) | p. 198 |
Authoring Wrap-Up | p. 200 |
Viewing the Submission | p. 202 |
Troubleshooting: Images Do Not Display | p. 202 |
Changes after Viewing | p. 203 |
Commonly Used Elements | p. 203 |
Troubleshooting | p. 208 |
Application Closes before Data Is Saved | p. 208 |
WordPerfect-Specific Keyboard Shortcuts Fail | p. 208 |
One or Both Toolbars Are Missing | p. 209 |
Assistant or Template Menu Is Missing | p. 209 |
Online Help | p. 209 |
USPTO PatentIn | p. 211 |
Introduction | p. 211 |
A Sequence Editor | p. 211 |
A Sequence Generator | p. 212 |
Getting Started: Sequence Screen | p. 212 |
Project Menu | p. 212 |
Application Steps Menu | p. 214 |
Sequences | p. 216 |
Feature Data | p. 223 |
Sequence Features | p. 223 |
Feature Key Selection | p. 224 |
Publication Data | p. 227 |
Publication Data Screen | p. 227 |
Journal Publications Information | p. 228 |
Databases Publication Information | p. 229 |
Patents Publication Information | p. 230 |
Theses Publication Information | p. 231 |
Creating a Sequence Listing Project File | p. 232 |
Generating a Sequence Listing File | p. 232 |
Viewing a Sequence Listing File | p. 232 |
Copying the Sequence Listing to Disk | p. 233 |
Checker for Biotechnology Sequence Listing | p. 234 |
USPTO ePAVE | p. 239 |
Overview | p. 239 |
Introduction | p. 240 |
User Interface | p. 241 |
Menus | p. 241 |
Toolbar | p. 242 |
Screens | p. 243 |
General Tab | p. 243 |
Filer Tab | p. 245 |
Creating a New Filer | p. 247 |
Changing Filer Data | p. 247 |
Deleting a Filer | p. 247 |
Forms Tab | p. 247 |
Adding a Form | p. 248 |
Removing a Form | p. 249 |
Completing an Application Data Form | p. 249 |
Attachments Tab | p. 257 |
The Embedded Folder | p. 258 |
Attaching a File | p. 259 |
Removing a File | p. 259 |
Validation Tab | p. 259 |
Comments Tab | p. 260 |
Submit Tab | p. 260 |
Saving Submissions in Progress | p. 261 |
Opening a Previously Created Submission | p. 261 |
Templates | p. 262 |
Saving Templates | p. 262 |
Creating a Template | p. 262 |
Using a Template | p. 262 |
Printing | p. 262 |
Printing Data Entry Screens/Submission | p. 262 |
Viewing and Printing Submission | p. 263 |
Printing Forms | p. 263 |
Information Disclosure Statement Form | p. 263 |
New Application | p. 263 |
Previously Filed Application | p. 266 |
Assignment Recordation Form | p. 266 |
Authoring Multiple Cover sheets | p. 267 |
Form Validating Required Data Elements | p. 267 |
Navigational Controls | p. 267 |
Assignment Fee Info | p. 269 |
Correspondence Data Tab | p. 269 |
Conveying Party Data Tab | p. 270 |
Receiving Party Data Tab | p. 270 |
Subsequent Patent Assignment | p. 271 |
Fee Transmittal Form | p. 271 |
Properties Tab | p. 272 |
Signature Tab | p. 273 |
Delivery Method Tab | p. 274 |
Viewing the Assignment Recordation Form | p. 274 |
Validation Tab | p. 275 |
Comments Tab | p. 276 |
Submit Tab | p. 277 |
Sending Your Filing to the USPTO | p. 277 |
Digital Certificate Profile Log-In | p. 278 |
Acknowledgment Receipt | p. 278 |
Filing Large Submissions on Compact Disc | p. 278 |
Saving Your Submission on CD | p. 279 |
Notes to Specific Application Types | p. 280 |
Provisional | p. 280 |
New Utility | p. 280 |
Pre-Grant Publication | p. 282 |
USPTO Direct | p. 285 |
WIPO PCT-EASY | p. 295 |
Background | p. 295 |
Online Filing Overview | p. 296 |
Starting PCT-EASY | p. 297 |
Creating a New Request Form | p. 297 |
Templates | p. 297 |
Right Mouse Button | p. 297 |
Request Form Notebook Pages | p. 297 |
Validation Function | p. 298 |
Address Book | p. 298 |
Previewing and Printing a Draft or Duplicate Request Form | p. 298 |
Saving Forms before Submission | p. 299 |
Preparing Requests for Submission | p. 299 |
Fee Reduction | p. 299 |
Filing a PCT Application Using PCT-EASY | p. 299 |
PCT-EASY Software | p. 300 |
Registration | p. 300 |
PCT-EASY Installation | p. 301 |
Creating a PCT International Patent Application | p. 301 |
Filing a PCT International Patent Application | p. 303 |
Creating New PCT Forms | p. 304 |
Saved PCT Forms | p. 307 |
Templates | p. 307 |
PCT-EASY Central Outbox | p. 307 |
EASY Central Stored Forms | p. 308 |
Address Book | p. 309 |
PCT Fee Maintenance Tables | p. 312 |
Other File Manager Functionality | p. 314 |
PCT-EASY Electronic Request Notebook | p. 314 |
Abstract Editor Guidelines | p. 352 |
Furnishing an Abstract | p. 352 |
Filling in the Text of the Abstract from an External Source | p. 354 |
Submission Process | p. 354 |
Stored Forms | p. 358 |
Extended Export/Import Functionality | p. 359 |
Data Formats | p. 360 |
Easy Forms and Templates Export | p. 360 |
User Management | p. 361 |
EASY Address Book Export | p. 363 |
WIPO PCT SAFE | p. 369 |
Introduction | p. 369 |
Terminology | p. 369 |
Summary Standards | p. 370 |
E-PCT Format and Submission Structure | p. 373 |
Types of Files | p. 373 |
Submission Structure | p. 376 |
Electronic Signature | p. 376 |
Documents Packaging | p. 377 |
Non-PKI-Based Package | p. 378 |
PKI Package Types | p. 378 |
Signed and Encrypted Package (SEP) | p. 378 |
Transmission | p. 378 |
Public Key Infrastructure (PKI) | p. 379 |
Inspection | p. 383 |
Communication | p. 383 |
Applicant-Office (International Phase) Sector | p. 384 |
ISA Sends International Search Report (ISR) with Cited Documents to Applicant | p. 384 |
RO Receives WASP or SEP | p. 385 |
RO Validates Certificate and Signature | p. 385 |
RO Performs Automated Formalities Examination on Purported Application | p. 385 |
RO Time-Stamps Application | p. 385 |
RO Stores Application | p. 386 |
Offline Transaction Using SEP, WASP, or WAD Packaging on Physical Media | p. 386 |
Filing Amendments | p. 386 |
Applicant-Office (National Phase) Sector | p. 387 |
Office to Office Communication | p. 387 |
EPO epoline | p. 389 |
Introduction | p. 389 |
Filing Online | p. 391 |
Overview | p. 391 |
Create Patent Application Using epoline Online Filing | p. 392 |
Add All Required Documents | p. 392 |
Select "Submit Application" | p. 392 |
Complete the List of Signatories | p. 393 |
Check that All Documents Are Added | p. 396 |
Insert Smart Card in the Card Reader | p. 397 |
Select a User Certificate | p. 398 |
Enter a PIN Number | p. 399 |
Send Application Online | p. 399 |
Submission is Completed | p. 400 |
Receipt Is Returned from the EPO | p. 401 |
Resending a Patent Application | p. 401 |
Contacting epoline Customer Services | p. 401 |
Troubleshooting FAQs | p. 402 |
PDF Hints and Tips | p. 405 |
Fonts in PDF Documents | p. 405 |
Identification of Possible Problem Areas | p. 407 |
Which Tool Might Be the Best? | p. 409 |
How to Verify that a PDF File Is Self-Contained | p. 409 |
Paper Size | p. 410 |
Additional Remarks | p. 411 |
Acrobat Upgrades | p. 411 |
Postscript Printer | p. 411 |
Ghostscript and Ghostview | p. 412 |
Generating PDF Documents Using a Scanner | p. 412 |
Online File Inspection | p. 412 |
Glossary of Common Terms | p. 415 |
Index | p. 425 |
Table of Contents provided by Ingram. All Rights Reserved. |
ISBN: 9780849316241
ISBN-10: 0849316243
Published: 28th April 2003
Format: Paperback
Language: English
Number of Pages: 464
Audience: Professional and Scholarly
Publisher: Taylor & Francis Inc
Country of Publication: GB
Edition Number: 1
Dimensions (cm): 23.4 x 15.6 x 2.54
Weight (kg): 0.65
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