Boosting patenting skills
Training catalogue 2017
European Patent Academy
Foreword
For 2017 the European Patent Academy has again got big plans. We are further
extending our e-learning offering, and as usual we are taking on a number of new
topics.
Our training opportunities for national offices are aimed both at experienced patent
examiners and at novices. After a two-year break we will again be running entry-
level courses on “Clarity and unity” and on “Novelty and inventive step” (p. 17); and at
the other end of the scale there will be an expert seminar on hot topics like 3D
printing and the “Discussion platform for exchange on patenting practices” for
specific technical fields (p. 21).
We are setting a new tone for our training activities with two events based on the
“IP pre-diagnosis” approach (pp. 24/25).
There will be a completely new one-day event devoted to plant varieties that we are
arranging together with the Community Plant Variety Office, which will also be open
to staff from national offices (p. 23).
Specifically for business advisors and intermediaries we have added new items to
our programme, such as a conference on patenting in biotechnology (p. 40), though
overall for this target group we have a strong focus on e-learning courses and easily
accessible training materials.
The popular “Praktika Intern” for patent attorneys will be held in The Hague this
time around (p. 28). For judges we will again be offering seminars on various topics
around patent litigation (p. 33).
A series of workshops that we are calling “From idea to market” will provide
researchers with an introduction to patenting issues (p. 36) – just one example of
how we and the national offices support universities, research institutes and
technology transfer centres in their IP activities.
Browsing through this catalogue you are sure to discover many other attractive
offerings for yourself too.
Richard Flammer
Principal Director Patent Information – European Patent Academy
3
Contents
5 Key EPO conferences
9 Target group: staff of national IP offices and related institutions
10 Events at a glance
12 E-learning 24/7
13 Patent information
14 Search and examination
22 IP management
22 Legal and procedural issues
24 IP office tools and techniques
27 Target group: professional representatives
31 Target group: judiciary
35 Target group: academia
39 Target group: business
43 Materials
51 E-learning
4
Key EPO conferences
For updates, please check www.epo.org/learning-events
5
Key EPO conferences
Search Matters Examination Matters
Reference BC01-2017 Reference PC01-2017
30-31 March 2017 31 May-1 June 2017
Munich Munich
Content Content
– Inside the mind of an EPO examiner – How you can influence the speed of processing
– Forward searching for your application
– Latest developments in the Cooperative Patent – Product-by-process claims
Classification (CPC) – Computer-implemented inventions in healthcare
– Industry standards as prior art and life sciences
– Efficient searching with situation-specific and – Admissibility – the examining division’s discretion
adaptive search strategies – Inside the mind of an opposition division examiner
– How to apply examiner search strategies on Espacenet – Efficient use of attorney resources
– When to stop a search – Technical standards and substantive issues of patent
– Related patent applications and patent thickets examination
– Unity of invention
– How to search the internet for relevant prior art Format
without disclosing the invention – Presentations
– Non-patent literature – Workshops
– Notorious knowledge
– Searching functional features – tools and tactics Learning objectives
– Access to Asian documentation On completion of the conference participants will
– Field-specific search (ICT, pharmacology, cosmetics, – understand how examiners approach patent
mechanics, consumer technology, etc.) examination
– have greater insight into general procedural aspects
Format – have deeper knowledge of rare procedural
– Lectures occurrences
– Workshops – be up to date on the latest case law developments
– “At the desk” sessions (exclusive one-to-one in specific areas
meetings with examiners providing search expertise
in defined technical fields/IPC codes, taking place a Requirements
day before the main event) This event is intended for patent attorneys who
are active in the prosecution of European patent
Learning objectives applications before the EPO.
On completion of the conference participants will
– be familiar with EPO searching techniques, strategies
and the Espacenet search tool
– understand how EPO examiners approach patent
filings through prior art searches
– know how to critically reflect on their own search
strategies
– be able to improve their own searches
– have an overview of major search challenges and
trends
Requirements
Participants should have experience in the field of
patent searching.
A very good command of spoken and written English is required for all courses.
6
Key EPO conferences
Boards of appeal and key decisions
Reference OC02-2017
22-23 November 2017
Munich
Content
– Appeal procedure and the boards of appeal
– Access to decisions and legal information
from the boards
– Recent developments in EPO case law:
comments on selected decisions
– Case law in specific fields of interest
– Impact of board of appeal decisions on patent
practice
Format
– Presentations by board members, with contributions
from patent attorneys, judges and if applicable law
professors
– Mock trial before a board of appeal, followed
by discussion
– Full panel discussion
Learning objectives
On completion of the conference participants will be
– familiar with the appeal procedure and how the
boards of appeal function
– aware of recent developments in EPO case law
Requirements
Participants should preferably have at least four years’
experience in the field of patents.
This course is also suitable for PATLIB centre staff
and staff of national offices in non-member states.
For updates, please check www.epo.org/learning-events
7
Target group:
staff of national IP offices
and related institutions
9
Events at a glance
February April IP pre-diagnosis – entry level
(see page 24)
6-8 February Clarity and unity – entry level
(see page 17) April-May Assessing clarity and unity
in patent applications –
8-10 February Novelty and inventive step – intermediate level
entry level Distance learning course
(see page 17) (see page 18)
February-April Drafting written opinions:
practice at the EPO – entry level May
Distance learning course
(see page 16) 16-19 May How to understand and draft EPO
search reports and written opinions
– advanced level
March (see page 16)
15-17 March Introduction to patent statistics 19 May Plant varieties and patents
and PATSTAT on plants
(see page 13) (see page 23)
20-22 March Clarity and unity – May-September Business use of patent information
intermediate level Distance learning course
(see page 19) (see page 14)
20-22 March Clarity and unity – advanced level
(see page 19) June
22-24 March Novelty and inventive step – June-July Assessing novelty and inventive
intermediate level step in patent applications –
(see page 20) intermediate level
Distance learning course
22-24 March Novelty and inventive step – (see page 18)
advanced level
(see page 20)
July
21/24/ Patent searching
28/31 March (see page 13) 3-7 July IP Executive Week
(see page 25)
March-October EPOQUE Net: the art of efficient
searching – advanced level
Distance learning course September
(see page 15)
11-15 September EPOQUE Net searches,
including non-patent literature –
April advanced level
(see page 14))
4-7 April The European patent system
from filing to grant 26/29 September, Patent searching
(see page 22) 3/6 October (see page 13)
10
Target group: staff of national IP offices and related institutions in member states
September - EPOQUE Net: the art of efficient
December searching – intermediate level
Distance learning course
(see page 15)
October
10-12 October Examination practice in the fields
of nanotechnology/3D printing/
use claims – expert level
(see page 21)
17-19 October Efficient dialogue between patent
examiners and patent attorneys/
applicants
(see page 24)
October Extended IP pre-diagnosis support
(see page 25)
November
7-9 November The EPO, an inside view: focus on
(tbc) oppositions
(see page 23)
December
6 December IP for EU officials and policy makers
(see page 22)
No date yet
Discussion platform for exchange
on patenting procedures
(see page 21)
11
E-learning 24/7
E-learning 24/7
Entry level
Reference OD40-2017
Available 24/7
Self-paced distance learning courses
Content
Patentability requirements The e-learning offering also includes a variety of stand-
This course explains the EPC’s patentability criteria, alone modules on selected topics such as:
for both the invention and the patent application. In – Computer-implemented inventions
particular, it demonstrates the concepts of novelty, https://e-courses.epo.org/course/view.
inventive step, clarity and non-unity with practical php?id=276#section-1
examples. – Biotechnology
https://e-courses.epo.org/course/view.php?id=299 https://e-courses.epo.org/course/view.
php?id=276#section-2
Using the CPC in classification – Recordings of past editions of the EPO boards of
This course offers an overview of the CPC classification appeal conference
system, from the basics to the CPC definition https://e-courses.epo.org/course/view.php?id=266
documents.
https://e-courses.epo.org/course/view.php?id=247 Requirements
The courses are all free of charge, and you can register
Practical and strategic aspects of the CPC individually without any access code. All you need is a
Building on the content of the previous course, this valid e-mail account.
second course provides an overview of the differences
from the IPC and looks at useful strategies with
practical examples.
https://e-courses.epo.org/course/view.php?id=318
Searching prior art based on patent applications
This course offers a practical guide to systematic
patent search, from the process of analysing the patent
application to carrying out a sufficiently complete and
efficient search and deciding when to stop the search.
https://e-courses.epo.org/course/view.php?id=329
The opposition procedure at the EPO
This course offers a comprehensive overview of the
opposition procedure at the EPO, complemented with
examples and practical cases.
(in preparation)
A very good command of spoken and written English is required for all courses.
12
Patent information
Patent searching Introduction to patent statistics
and PATSTAT
Reference PI04-2017
21/24/28/31 March 2017
10.00 to 11.45 hrs (including a break) Reference PI01-2017
15-17 March 2017
Reference PI06-2017 Vienna
26/29 September, 3/6 October 2017
15.15 to 17.00 hrs (including a break)
Content
Distance learning course – Introduction to PATSTAT
– PATSTAT Online versus PATSTAT Raw Data
– Installing and querying PATSTAT
Content – Overview of tables, elements and patent indicators
– Introduction to the basics of the patent system – Predefined patent indicators in PATSTAT Online
needed for patent searching – Potential pitfalls
– Basics of patent searching – Linking other data sets to PATSTAT
– Introduction to patent searching with Espacenet – Result visualisation using external tools
– Overview of the different EPO patent information
products and services Format
– Classroom training
Format – Presentations
– Live webinars – Hands-on exercises
– Four 90-minute modules
– Hands-on exercises Learning objectives
On completion of the training participants will
Learning objectives – understand the benefits of PATSTAT over other
On completion of the training participants will patent information products
– have a general knowledge of the patent system and – have gained insight into how PATSTAT can be used
patent searching – be able to create and interpret statistical analyses
– have a general understanding of the benefits of using PATSTAT
patent information and how to use it
– be familiar with the EPO’s various patent Requirements
information products and services Participants should
– be able to carry out searches and look up relevant – have basic knowledge of the patent system
information with the main EPO patent information – be familiar with bibliographical patent data
product, Espacenet – be familiar with Boolean operators
– have a strong interest in hands-on patent searches
Requirements and statistics
No previous knowledge of patent searching is required. – preferably have some knowledge of Structured
Query Language (SQL)
This course is also suitable for PATLIB centre staff
and staff of national offices in non-member states. This course is also suitable for participants from PATLIB
centres.
For updates, please check www.epo.org/learning-events
13
Patent information/Search and examination
Business use of patent information EPOQUE Net searches, including
non-patent literature
Reference PI07-2017
May-September
Advanced level
Distance learning course
Reference OS28-2017
11-15 September 2017
Content The Hague
– Overview of patent information in the business
context
– Patent analyses: the workflow in daily routine Content
– New features
Format – Using EPOQUE Net in complex searches and specific
– Virtual classroom sessions decision-making processes
– Pre-course reading materials – Strategies for structuring and fine-tuning searches:
– Assignments limits of such strategies
– Practical exercises and case studies – Searching in non-patent literature
– Cost monitoring
Learning objectives
On completion of the course participants will be able to Format
– understand the customer’s needs and the problem – Classroom training
to be solved – Presentations
– identify a suitable analytical approach to solve the – Hands-on exercises
problem
– perform the analysis Learning objectives
– process the results of the analysis On completion of the course participants will
– communicate the results to the client – have an in-depth knowledge of advanced EPOQUE
Net applications
Requirements – be able to build and adapt their search concepts and
Participants must have strategies so as to enhance search efficiency
– a basic understanding of patent application and – know how to search in non-patent literature
granting procedures databases
– a good understanding of patent databases and
patent searching Requirements
Participants must have
This course is also suitable for PATLIB centre staff. – at least six years’ experience of search and
examination at a national office and sound working
experience with EPOQUE Net, or
– completed the intermediate-level “EPOQUE Net
searches” course
This course is also suitable for staff of national offices
in non-member states.
A very good command of spoken and written English is required for all courses.
14
Search and examination
EPOQUE Net: EPOQUE Net:
the art of efficient searching the art of efficient searching
Intermediate level Advanced level
Reference OD07-2017 Reference OD08-2017
September-December 2017 March-October 2017
Distance learning course Distance learning course
Live virtual classroom sessions Live virtual classroom sessions
Content Content
– Use of databases: selection, combination – Use of EPOQUE Net to search actual, complex cases
– Syntax: Boolean operators, truncation, data – Review of tool functionalities, in particular
exchange, memories operators, transfer of results, Viewer and X-Full
– Syntax: combination of result sets, search – Combination of tools for different search strategies
statements and ranks – Comparison of results
– Syntax, advanced: distance, proximity, exclusions
– Relevant bibliographic information: from family Format
members to +Class – Short assignments on practical cases set ahead of
– Classification symbols – use of relevant fields virtual classrooms
– Viewer, basics: working list and navigation – Tutors and participants discuss solutions in virtual
– Viewer: spotting the relevant passages, highlighting, classrooms
FigureLink
– X-Full, general approach: selecting databases, Learning objectives
entering search strings On completion of the course participants will
– X-Full: sorting results – have a very good understanding of EPOQUE Net and
– X-Full: facets how best to search with it
– be able to consider different strategies when using
Format EPOQUE Net for their searches
– Recordings on EPOQUE Net functionalities available
– Short examples made available before the virtual Requirements
classrooms and discussed live with experienced EPO Participants must have
tutors – intermediate-level knowledge of patent searching
– Forum for further interaction between participants with EPOQUE Net
and with tutors – regular access to EPOQUE Net
Learning objectives This course is also suitable for staff of national offices
On completion of the course participants will in non-member states.
– have a good understanding of EPOQUE Net
– be able to use EPOQUE Net to perform efficient basic
searches
Requirements
Participants must have
– entry-level knowledge of patent searching with
EPOQUE Net
– regular access to EPOQUE Net
This course is also suitable for staff of national offices
in non-member states.
For updates, please check www.epo.org/learning-events
15
Search and examination
How to understand and draft Drafting written opinions:
EPO search reports and written opinions practice at the EPO
Advanced level Entry level
Reference OC09-2017 Reference OD09-2017
16-19 May 2017 February-April 2017
Vilnius Distance learning course
Content Content
– EESR and ESOP in the grant procedure at the EPO – Purpose and scope of the European search report
– ISR and WO-ISA in the PCT phase – Stages of a European patent application
– Review of search report structure and content – Stages of an international application
– Consideration of priority at the search stage – Extended European search report (EESR)
– Categories of cited documents – Structure and content of the search report and
– Structure and legal basis of written opinions search opinion (ESOP, WO-ISA)
– Impact of the written opinion in the examination – Evaluating search reports and written opinions
procedure
– Incomplete search and exclusions Format
– Assessment of novelty and inventive step in written – E-learning modules
opinions – Virtual classroom sessions
– Clarity and lack-of-unity objections in written – Practical exercises
opinions – Assignments
Format Learning objectives
– Presentations On completion of the course participants will be able to
– Workshops with hands-on exercises – issue a search report indicating the documents to
– Discussions take into consideration
– prepare the accompanying search opinion
Learning objectives
On completion of the seminar participants will Requirements
– be familiar with the structure of EPO search reports Participants must have substantial knowledge of
and written opinions – reading, understanding and analysing patent
– have a clear understanding of the underlying applications
concepts with a view to harmonising grant – the basic patentability requirements
procedures – the basic requirements for a patent application
– know how to make efficient use of the information
in search reports and written opinions This course is also suitable for staff of national offices
in non-member states.
Requirements
Participants must have at least six years’ practice in
understanding the structure and content of search
reports and written opinions.
This course is particularly suitable for participants working
in the fields of chemistry, physics/electricity or mechanics.
It is also suitable for PATLIB centre staff.
A very good command of spoken and written English is required for all courses.
16
Search and examination
Clarity and unity Novelty and inventive step
Entry level Entry level
Reference OS08-2017 Reference OS09-2017
6-8 February 2017 8-10 February 2017
Bucharest Bucharest
Content Content
– Overview of the European patent grant procedure – Novelty: analysis of simple sets of claims and prior art
– Clarity and unity issues, and strategies for handling – Different types of prior art
them in search reports – Different types of electronic document, e.g. internet
– Types of European search report and written opinion disclosures
– Inventive step: the problem-solution approach
Format – Introduction to special cases, e.g. partial problems,
– Presentations alternative solutions, implicit features or non-
– Group work on practical examples essential/technical features
– Discussion of participants‘ own cases – Other indications of inventive step
Learning objectives Format
On completion of the course participants will have – Presentations
– gained insight into the basic problems associated – Group work on practical examples
with clarity and unity issues in applications at the – Discussion of participants‘ own cases
search and/or examination stage
– looked at strategies for efficiently dealing with such Learning objectives
issues On completion of the course participants will be able to
– perform feature analyses on simple sets of claims
Requirements and compare the claimed subject-matter with the
Participants must have at least six months‘ experience prior art
of search and examination – take into account the different types of electronic
document, including the use of documents retrieved
This course is particularly suitable for participants working in from the internet
the fieldsof biology/chemistry/pharmaceuticals and physics/ – understand the basic criteria for determining novelty
electricity/mechanics. and inventive step
– apply the principles of inventive step assessment
We recommend combining it with the intermediate (OD38- using the problem-solution approach
2017) course on clarity and unity (April-May 2017) and/or the
entry-level (OS09-2017) course on novelty and inventive step Requirements
(immediately following this course), which complement the
subject-matter.
Participants must have at least six months‘ experience
of search and examination
This course is particularly suitable for participants working
in the fields of biology/chemistry/pharmaceuticals and
physics/electricity/mechanics.
We recommend combining it with the entry-level (OS08-
2017) course on clarity and unity (immediately preceding
this course) and/or the intermediate (OD39-2017) course
on novelty and inventive step (June-July 2017), which
complement the subject-matter.
For updates, please check www.epo.org/learning-events
17
Search and examination
Assessing clarity and unity Assessing novelty and inventive step
in patent applications in patent applications
Intermediate level Intermediate level
Reference OD38-2017 Reference OD39-2017
April-May 2017 June-July 2017
Distance learning course Distance learning course
Content Content
– Clarity under Article 84 EPC – Novelty under Article 54 EPC
– Clarity and sufficiency of disclosure (Article 83 EPC) – Inventive step under Article 56 EPC
– Unity of invention under Article 82 EPC – Assessing prior art
– Methods for determining unity of invention – Methods for determining inventive step:
the problem-solution approach
Format
– E-learning content Format
– Video recordings – E-learning content
– Practical exercises – Video recordings
– Interactive discussion via virtual classroom sessions – Practical exercises
and an online forum – Interactive discussion via virtual classroom sessions
– Assignments and an online forum
– Assignments
Learning objectives
On completion of the course participants will be able Learning objectives
to apply the criteria for clarity and unity of invention in On completion of the course participants will be able
line with EPO practice. to assess novelty and inventive step in line with EPO
practice.
Requirements
Participants must have at least two years’ experience Requirements
of searching/examining patent applications. Participants must have at least two years’ experience
of searching/examining patent applications.
We recommend combining this course with the entry-level
online course on patentability criteria at We recommend combining this course with the entry-level
https://e-courses.epo.org. online course on patentability criteria at
https://e-courses.epo.org.
This course is also suitable for staff of national offices
in non-member states. This course is also suitable for staff of national offices in non-
member states.
A very good command of spoken and written English is required for all courses.
18
Search and examination
Clarity and unity: Clarity and unity:
analysis of patent applications analysis of patent applications
Intermediate level Advanced level
Reference OS11-2017 Reference OS12-2017
20-22 March 2017 20-22 March 2017
Munich Munich
Content Content
– Overview of the patent grant procedure – Strategies and legal background for dealing with
– Clarity, unity and sufficiency of disclosure issues, clarity, unity and sufficiency of disclosure issues at
strategies for handling them in search reports, the search and examination stage
borderline cases – Systematic review and overview of EPO case law
– Types of European search report and written opinion – Case studies on selecting suitable strategies for
handling highly complicated cases
Format
– Presentations Format
– Group work on practical examples – Presentations
– Discussion of participants’ own cases – Group work on practical examples
– Discussion of participants’ own cases
Learning objectives
On completion of the course participants will have Learning objectives
– gained insight into the problems associated with On completion of the course participants will have
clarity, unity and sufficiency issues in applications at – consolidated their knowledge of dealing with clarity,
the search and examination stage unity and sufficiency issues at the search and
– looked at strategies for efficiently dealing with such examination stage
issues – acquired and practised efficient strategies, enabling
– gained a first understanding of the harmonisation them to handle highly complicated cases and train
of practice newcomers
Requirements Requirements
Participants must have Participants must have
– at least four years’ experience of search and – at least six years’ experience of search and
examination, or examination
– attended an entry-level course on clarity and unity – preferably attended a previous intermediate-level
seminar
This course is particularly suitable for participants working in
the fields of biology/chemistry/pharmaceuticals or physics/ This course is particularly suitable for participants working in
electricity/mechanics. the fields of biology/chemistry/pharmaceuticals or physics/
electricity/mechanics.
It is also suitable for staff of national offices in non-member
states. We recommend combining it with the intermediate
(OS14-2017) or advanced (OS15-2017) course on novelty and
We recommend combining it with the intermediate inventive step (immediately following this course).
(OS14-2017) or advanced (OS15-2017) course on novelty
and inventive step (immediately following this course).
For updates, please check www.epo.org/learning-events
19
Search and examination
Novelty and inventive step Novelty and inventive step
Intermediate level Advanced level
Reference OS14-2017 Reference OS15-2017
22-24 March 2017 22-24 March 2017
Munich Munich
Content Content
– Review of novelty and inventive step assessment – Review of novelty and inventive step assessment
criteria criteria
– Review of types and uses of prior art – Review of special cases, e.g. partial problems,
– Special cases, e.g. partial problems, alternative alternative solutions, implicit features, selection
solutions, implicit features, selection inventions and inventions and feature juxtaposition/aggregation
feature juxtaposition/aggregation – Related EPO case law
– Other indications of inventive step – Assessment of novelty and inventive step in complex
scenarios
Format
– Presentations Format
– Group work on practical examples – Presentations
– Discussion of participants’ own cases – Group work on practical examples
– Discussion of participants’ own cases
Learning objectives
On completion of the course participants will Learning objectives
– have improved their knowledge and skills with On completion of the course participants will
regard to novelty and inventive step – be familiar with the theory and practice of novelty
– be able to deal with special cases of novelty and and inventive step assessment
inventive step – be able to make efficient use of the criteria for
– have a good understanding of the criteria for determining novelty and inventive step
determining novelty and inventive step – be able to confidently apply the problem-solution
– be able to confidently apply the problem-solution approach for assessing inventive step
approach for assessing inventive step – be aware of related EPO case law
– be able to deal with special cases, e.g. partial
Requirements problems, alternative solutions, implicit features,
Participants must have selection inventions and feature juxtaposition/
– attended the entry-level course on novelty and aggregation
inventive step, and/or
– at least four years’ experience of patent examination Requirements
Participants must have
This course is particularly suitable for participants working in – attended the intermediate-level course on novelty
the fields of biology/chemistry/pharmaceuticals or physics/ and inventive step, and/or
electricity/mechanics. – at least six years’ experience of patent examination
It is also suitable for staff of national offices in non-member This course is particularly suitable for participants working in
states. the fields of biology/chemistry/pharmaceuticals or physics/
electricity/mechanics.
We recommend combining it with the intermediate
(OS11-2017) or advanced (OS12-2017) course on clarity We recommend combining it with the intermediate (OS11-
and unity (immediately preceding this course). 2017) or advanced (OS12-2017) course on clarity and unity
(immediately preceding this course).
A very good command of spoken and written English is required for all courses.
20
Search and examination
Examination practice in the fields of Discussion platform for exchange
nanotechnology/3D printing/use claims on patenting procedures
Expert level
References OT01-2017 to OT10-2017
Reference OS16-2017 Dates tbd (two days)
10-12 October 2017 Venues tbd
Stockholm
Content
Content Day 1 (for EPO examiners and examiners of the hosting
– Patenting procedures in the three fields national office):
– Main objections faced by applicants – Classification, search and examination practice in a
– EPO case law in the three fields specific technical field
– Group discussion about issues encountered when – EPO and national case law in this field
examining applications in the three fields
– Group work on practical cases and on participants’ Day 2 (for industry, academia and patent attorneys):
own cases – Patenting trends in a specific technical field
– Examination practice in this field, including EPO and
Format national case law
Group work in three parallel tracks – Patenting experiences of industrial business,
research institutes and universities
Learning objectives
On completion of the course participants will have Format
– further improved their knowledge of and – Presentations
expertise in the particularities of examination in – Case studies
nanotechnology, 3D printing and use claims – Discussion of files
– drafted a synthesis in their respective field which
summarises the main issues faced in practice and Learning objectives
how to overcome them On completion of the event participants on Day 1 will
– have exchanged information on the latest
Requirements developments in patenting practices and procedures
Participants must be senior examiners in their field, in a specific technical field
with at least eight years’ professional experience. – have a better mutual understanding of standard
working procedures
– be able to harmonise their working procedures,
where appropriate, through better use of the tools
and patent information available
Participants on Day 2 will have a better understanding
of patenting practices and procedures of the EPO and
the national office in a specific field.
Requirements
Day 1: Participants must have a minimum of two years’
professional experience.
Day 2: Participants must have sufficient knowledge
of patents/a sufficient level of patent practice.
Only national offices which have opted for the P07 project in
their Bilateral Co-operation Plans (BCPs) are eligible for this
event.
For updates, please check www.epo.org/learning-events
21
IP management/Legal and procedural issues
IP for EU officials and policy makers The European patent system
from filing to grant
Reference OC18-2017
6 December 2017
Brussels Reference OS20-2017
4-7 April 2017
Bled
Content
– Mandate, projects and achievements of European IP
institutions (EPO and EUIPO) Content
– Changes in IP legislation, including the unitary – Filing a European patent application –
patent minimum requirements
– IP rights, innovation and economic implications – Examination and processing of formalities
– Copyright: main issues with respect to patents, at the EPO
trade marks and designs – Search and examination procedure at the EPO
– Licensing and technology transfer – Post-grant: opposition procedure at the EPO
– Access to and use of IP information – Interlocutory revision procedure at the EPO
– IP and globalisation, competition law, trade – Boards of appeal and appeal procedure
regulations and standards – Selection of recent board of appeal decisions
– Enforcement of IP rights – Unitary patent and Unified Patent Court
– IP as a strategic tool
Format
Format – Classroom training
– Presentations – Presentations
– Topical cases
– Workshops Learning objectives
On completion of the seminar participants will have
Learning objectives a clear understanding and knowledge of the legal and
On completion of the event participants will practical aspects of the patent process for European
– have an overview of the main recent developments applications, including the forthcoming unitary patent
in IP policies
– have an overview of the different challenges in IP Requirements
protection, in particular initiatives in the field of Participants must have sufficient knowledge
trade marks, industrial designs and patents of the patent system (ideally at least two years).
– have gained insight into topical issues related to IP
– understand better the changes in the global This course is also suitable for PATLIB centre staff
framework of IP and the European patent and trade and staff of national offices in non-member states.
mark systems
– have developed a better understanding of IP in
relation to competition law, trade regulations and
standards
Requirements
Participants must be in a managerial position and
be engaged in public policy issues.
This event is being organised in co-operation with the EUIPO
and the Belgian Office for Intellectual Property (OPRI).
A very good command of spoken and written English is required for all courses.
22
Legal and procedural issues
The EPO, an inside view: Plant varieties and patents on plants:
focus on oppositions defining the scope of protection
Reference OW31-2017 Reference OC17-2017
7-9 November 2017 (tbc) 19 May 2017
The Hague Brussels
Content Content
– Formal requirements for filing opposition – Legal framework
– Substantial requirements for opposition – Protection requirements in the two systems,
– Procedural steps for opposition before the EPO variety definition
– Oral proceedings in opposition – Focus on: novelty
– Conclusion of the opposition procedure – Prior art in relation to Distinctness, Uniformity,
– Post-opposition procedure Stability (DUS) and to novelty and inventive step
– Appeal procedure – Examples of patent claims related to plants and
plant materials
Format – Varieties – transgenic plants
– Presentations – Conventional plants
– Small-group tutoring – Breeding methods
– Detailed study of actual cases – Molecular markers
– Hands-on exercises – Novel breeding methods and their impact
– Preparation of mock oral proceedings on plant variety protection
– Role play in mock oral proceedings – Related case law
– Attendance at real oral proceedings (observer status)
Format
Learning objectives – Presentations
On completion of the training participants will have – Discussions
– an overview of the opposition procedure before
the EPO Learning objectives
– gained insights into the legal and procedural On completion of the course participants will
requirements of the EPO opposition procedure – be aware of both systems
– have acquired knowledge of the borderline
Requirements and possible interaction between the two forms
Participants must have of protection
– at least six years’ experience of patent search – have knowledge of how to get the necessary
and examination legal information
– attended the distance learning course on opposition
procedure at the EPO (OD19) in previous years Requirements
Participants must have at least a general knowledge
of the field of plant breeding and related technical
terminology.
This course is being organised in co-operation with
the Community Plant Variety Office (CPVO).
For updates, please check www.epo.org/learning-events
23
IP office tools and techniques
Efficient dialogue between patent IP pre-diagnosis
examiners and attorneys/applicants Entry level
Reference OS23-2017 Reference OS21-2017
17-19 October 2017 April 2017 (two days)
Helsinki Vienna
Content Content
– Basics of communication and efficient dialogue – The role of registered and unregistered IP rights
– Efficient communication in written form with in a competitive business environment
attorneys/applicants – IP as a tool for business development
– Efficient oral dialogue with attorneys/applicants – Introduction to the IP pre-diagnosis service for SMEs
in technology sectors, with little or no experience
Format of IP
– Presentations – Making IP pre-diagnosis useful for SMEs: how to
– Hands-on exercises engage with SMEs, analysis of an IP status of an
– Role-playing exercises SME, value of an IP policy for an SME, forecast
– Exchange of experience of competitive advantages generated by IP,
recommendations for action and competencies
Learning objectives required by SMEs
On completion of the seminar participants will be able
to communicate more efficiently with applicants and Format
attorneys, both orally and in writing, resulting in a – Presentations
more efficient patent prosecution process. – Practical cases
– Role-playing exercises
Requirements
Participants must have at least Learning objectives
– two years’ patent examination experience On completion of the course participants will
– basic experience of dialogue with applicants/ – have acquired a detailed knowledge of
attorneys the IP pre-diagnosis scheme
– be able to deliver the service to SMEs
Requirements
Participants (up to two per country) must have
– at least two years’ experience in the field of IP/
patents, preferably with contact to businesses
– proven communication skills
A very good command of spoken and written English is required for all courses.
24
IP office tools and techniques
Extended IP pre-diagnosis support IP Executive Week
Reference OS22-2017 Reference OS41-2017
October (two days) 3-7 July 2017
Luxembourg Alicante
Content Content
Day 1, which is held as an EPN event, centres on – IP policies of the EPO, EUIPO and national offices
reviewing existing practices and further developing – IP law and practice
the IP pre-diagnosis training for the future. – Enforcement
Day 2 focuses on priority topics in this subject area: – User views
– IP pre-diagnosis tools and techniques for SMES – Utilisation of IP information tools and learning
and universities materials
– Identifying suitable target groups – Tools for co-operation and exchange
– Promotion of the service
– Quality assurance and process control Format
– Evaluation of the service’s effectiveness – Presentations
– Support and financing – Hands-on exercises
– Discussion of best practice
Format – Exchange of experience
– Presentations
– Exchange of experience Learning objectives
– Discussion of best practice On completion of the event participants will have
– exchanged ideas and acquired knowledge about the
Learning objectives IP system and developments in IP office projects and
On completion of the course participants will have strategies
– gained insight into how to efficiently deliver the – networked with peers in other IP offices
IP pre-diagnosis service to SMEs and universities – increased their co-operation efficiency
– exchanged ideas and practices on how to develop
an IP pre-diagnosis methodology and establish the Requirements
framework for implementing the service in their Participants must be in a managerial position
countries or act at expert level in their national office.
Requirements This event is being organised in co-operation with the EUIPO.
Participants (up to two per country) must have
– at least two years’ experience in the field of IP/ It is also suitable for staff of national offices in non-member
patents, preferably with contact to businesses states.
– proven communication skills
For updates, please check www.epo.org/learning-events
25
Core search and examination training for national office staff in member states
Learning Reference Course type Course topic Course Course level: Course Course level:
category level: entry intermediate level: expert (8 or
(0-2 years’ (2-6 years’ advanced more years’
experience) experience) (6-8 years’ experience)
experience)
Documen- E-learning Self-paced Using the CPC in classification x x
tation and 24/7
classification
E-learning Self-paced Practical and strategical aspects x x
24/7 of the CPC (exercises and
examples)
Patent PI01 Classroom Introduction to patent statistics x
information and PATSTAT
PI04/PI06 Distance Patent searching x
learning
Search and E-learning Self-paced Searching prior art based on x
examination 24/7 patent applications
OD07 Distance EPOQUE Net: the art of efficient x
learning searching
OD08 Distance EPOQUE Net: the art of efficient x
learning searching
OS28 Classroom EPOQUE Net searches, including x
non-patent literature
OD09 Distance Drafting written opinions: x
learning practice at the EPO
OC09 Classroom How to understand EPO search x
reports and written opinions
OD38 Distance Assessing clarity and unity in x
learning patent applications
OD39 Distance Assessing novelty and inventive x
learning step in patent applications
E-learning Self-paced Patentability requirements: x
24/7 clarity and unity, novelty and
inventive step
OS11 Classroom Clarity and unity: analysis of x
patent applications
OS12 Classroom Clarity and unity: analysis of x
patent applications
OS14 Classroom Novelty and inventive step x
OS15 Classroom Novelty and inventive step x
OS16 Classroom Examination practice in three x
selected fields
Legal and OS20 Classroom The European patent system x x
procedural from filing to grant
issues
E-learning Self-paced The opposition procedure at x
24/7 the EPO
OC02 Classroom Boards of appeal and key x
decisions
IP office OS23 Classroom Efficient dialogue between x x
tools and patent examiners and patent
techniques attorneys/applicants
26
Target group:
professional representatives
For updates, please check www.epo.org/learning-events
27
Professional representatives
Well-trained professional representatives before the co-ordinate and support training activities for
EPO (European patent attorneys) are a prerequisite for candidates preparing for the European qualifying
an efficient procedure during all stages of the patent examination (EQE) as well as for new and experienced
prosecution process at the EPO - and can help make an patent attorneys.
examiner‘s daily work easier and more effective.
The Academy and the Institute of Professional
For professional representatives, the European Patent Representatives before the European Patent Office
Academy endeavours to provide equal access to (epi) closely co-operate in running numerous lectures
training in all member states, and sets out to across the member states.
EQE pre-examination EURO-CEIPI
Content and format Dates tbd
– In-depth articles on major EQE topics, with self- Strasbourg and 38 other cities in Europe
evaluation questions
– Further sets of multiple-choice questions Content and format
– Video tutorials – Basic training course on European patent law
– In-depth case studies – CEIPI seminar for the EQE pre-examination
– Virtual classroom sessions with tutors – “Cramming course” for the pre-examination
– Access to a dedicated support forum paper
– Pre-prep courses
www.epo.org/pre-exam – Preparatory seminars for the EQE
– Special Paper C course
– Cramming course for Paper C
Oral proceedings workshop
www.ceipi.edu
14-15 February
Munich
21-22 September 2017 Praktika Intern
The Hague
19 September-6 October 2017
Content and format The Hague
– Oral proceedings at the EPO – preparation,
etiquette and execution Content and format
– Important procedural aspects and case law – Three-week internship for patent attorneys
relating to oral proceedings – EPO examiners as coaches
– How to handle EPO opposition proceedings – Classroom training on EPO tools
as a patent attorney – Attendance at oral proceedings
– Differences in oral proceedings before the
department of first instance and before
the boards of appeal
– Coached case studies as mock oral proceedings (2)
– Debriefing on case studies
28
Professional representatives
Annual meeting of EQE tutors and EQE Committee
members
6 October 2017
Munich
Content and format
– Presentation of latest EQE papers
– Discussion of answering strategies
– Marking scheme feedback
– Presentation of upcoming changes to the EQE
Life of a patent
Content and format
Four-day course covering European patent practice,
starting with pre-drafting and ending with
prosecution
Opposition and appeals
Content and format
One-day seminar for senior professionals in need of
updating their understanding of the final phases of
the EPO procedures, including relevant case law
Unitary patent and the Unified Patent Court
Content
The unitary patent and the Unified Patent Court
explained, in particular with an outlook at how to
complement filing strategy before the EPO
These events are organised by the Institute of
Professional Representatives before the European
Patent Office (epi) with the support of the European
Patent Academy:
http://patentepi.com/en/education-and-training
29
30
Target group:
judiciary
31
Judiciary
While the EPO serves as the granting authority for court will be a single point of jurisdiction competent
European patents, there has until now been no to deal with litigation on the unitary patent and, in
common jurisdiction to enforce them. This results future, the classical European patent. The current
in parallel litigation on the same patent in different system of litigation at national level will, however,
countries, and in differing decisions being handed remain in place for the foreseeable future.
down by national judges. The European Patent
Academy aims to promote harmonised jurisprudence The Academy supports the judiciary in training on
in the member states by working to create a sound patent matters through varied offerings, ranging from
knowledge of patent litigation amongst the judiciary. classroom training to publications. It also supports
judges attending conferences of interest (for example
In early 2013, the Agreement establishing the Unified the “Boards of appeal and key decisions conference”,
Patent Court was signed. This will ensure that one p. 7).
EPO patenting procedures for national judges Patent litigation from A to Z
Q1 and Q4 2017 E-learning course
Munich
Content and format
Content and format – What is a patent? How do you obtain one?
– The life of a file – Patent procedures before the EPO
– Patentability requirements – Patent disputes
– Case studies – Outcomes to patent disputes
– The appeals procedure
– Scope of protection and workshop This free online learning course provides judges
– Observing oral proceedings with a comprehensive overview of the elements and
issues arising in patent litigation and infringement
procedures.
Judicial internship programme
www.epo.org/litigationAtoZ
6-30 June 2017
Munich
UPC-related training
Content and format
– Studying case files and participating in oral Q1 and Q2 2017
proceedings Budapest
– Visits to the Munich District Court and the
German Federal Patent Court Content and format
– Exchange sessions with the boards of appeal – Advanced training on UPC Rules of Procedure,
– Mock proceedings: interns preside over a case including patent topics and “judge-craft”
argued by patent attorneys – Complex mock trial demonstrating the use of
specific rules of procedure
Intensive one-week course on patentability followed – Dominated by group work and debate on the
by three weeks shadowing a technical board of application of the rules
appeal
This event is being organised for UPC candidate
judges by the UPC Training Centre in Budapest, with
the support of the European Patent Academy.
32
Judiciary
Patent litigation seminars
Introductory level Special topics
Q1 or Q2 2017 Q3 or Q4
Venue tbd Munich
Content and format Content and format
– The importance of IP to innovation and economic – Patentability requirements and basics of chemical/
growth in Europe pharmaceutical compounds
– Framework of the patent system in Europe and – Second medical use claims
patentability requirements – Sufficiency of disclosure
– Scope of protection – Disclaimers
– Practical workshop on scope of protection – Parameters
– Defences and procedural issues
– Implementation of the Enforcement Directive These seminars are held in various EPC contracting
– Mock proceedings states in co-operation with the respective national
office, judicial academy, courts or ministry of justice.
The level will vary depending on the needs of the
Intermediate level audience. The seminars are open to judges in EPC
contracting states sitting in courts competent to
Q2 or Q3 2017 hear patent cases.
Venue tbd
Content and format
– Validity issues, e.g. obviousness and sufficiency,
including case law comparisons
– Contributory infringement
– Interpretation of claims according to Art. 69 EPC
– Remedies and injunctive relief
– Mock proceedings
33
34
Target group:
academia
35
Academia
Academic and research organisations invest heavily particular science and engineering. It aims to reach
in creating scientific knowledge, much of which could researchers across all faculties, training lecturers,
be open to patent protection and commercialisation. teachers, students and TTO staff, and promoting the
A clear IP policy and a proper IP management value of IP at the level of policy-makers working in
infrastructure are vital to ensure that full benefit is education.
derived from this investment.
The Academy supports well-established IP masters,
Today‘s students - tomorrow‘s engineers, lawyers, chairs, workshops and summer schools by providing
researchers, designers, managers and entrepreneurs training concepts, programmes, advice, experts as well
- need at least a basic understanding of the nature of as material, in particular to add a European dimension
IP and its importance to society. This will enable them to the activity.
to use the patent system to support innovation in
their future careers. Europe‘s educational institutions All activities in the Academia area are aimed at:
are in the best position to impart this knowledge, by – Disseminating IP knowledge to students and
incorporating it into their curricula. researchers in science and engineering faculties
– Training teaching staff within these faculties and
The European Patent Academy supports universities TTOs to serve as multipliers
and public research organisations in introducing – Supporting academic networks and associations
patent-related IP subject-matter into faculties, in – Encouraging patent-related IP research activities
Annual European Progress Conference on From idea to market – an introduction
Dissemination of IP Knowledge in Universities for researchers
24-25 January 2017 Dates tbd
ETH Zurich On-site workshops and e-learning course
Content and format Content and format
– Teaching IP in business schools – Case studies
– Bridging the gap between TTOs and researchers – The European patent system
– Activities and products to disseminate IP in – Searching for patents
universities – Developing an IP strategy
– IP education and awareness at ETH Zurich – How to protect my IPR
– Fostering co-operation between universities and
national patent offices
– Key features for a successful IP culture in
universities
– Challenges for universities in commercialising
research results
– Promoting IP awareness in universities
– Beyond teaching: promoting IP research activities
– Key features for a successful European network
of IP training institutions and IP teachers
– The benefits to students of learning about IP
36
Academia
Study visit for student groups
17 February 2017
23 June 2017
12 October 2017
Munich
21 March 2017
The Hague
Sample content and format
– Examination and procedural issues at the EPO
– Recent developments in the European patent
system and the outlook for the future
– EPO practice in selected technical fields
“Train-the-trainer” workshop
with the IP teaching tools of the Academy
Dates and venues tbd
Sample content and format
– Introduction to the IP teaching tools
– How to prepare your lectures (tips and tricks)
– A lecturing experience with the IP Teaching Kit
– Searching for patents
37
38
Target group:
business
39
Business
The European Patent Academy provides training at a gaps in the exploitation of valuable research results,
variety of levels for industry and emerging small and and patent databases are a valuable source of technical
medium-sized enterprises (SMEs) in particular. and commercial information.
For many companies, obtaining and maintaining sound The Innovation Support area mainly reaches the
protection for their intellectual assets is an essential target audience through intermediaries, including all
element of their business model. They also need to the potential sources of advice to which a business
ensure that they have freedom to operate for their might turn: Licensing Executives Society (LES),
products and services, so that they are not infringing BusinessEurope, IPR Helpdesk, Enterprise Europe
any third-party IP rights which might otherwise hinder Network, chambers of commerce, patent information
them. IP facilitates the transfer of knowledge, to avoid centres, IP brokers, and so on.
Patenting inventions – IP management
from idea to commercialisation
Q2 2017
Q2 or Q3 2017 Q3 or Q4 2017
Venue tbd Four live virtual classroom sessions
Content and format Content and format
Presentations on – Four main pillars of IP management
– the European patent system – Development of IP strategy
– protection and commercialisation of research – IP portfolio management
results
Q&A session and panel discussion Patenting in biotech
Q3 or Q4 2017
Commercialisation of technology Munich
Q1 or Q2 2017 Content and format
Q3 or Q4 2017 Presentations on
E-learning module plus five live virtual classroom – business development in the biotech industry
sessions – services for biotech businesses at the EPO
Content and format Panel discussion on current trends in biotech
– Open innovation patenting
– IP commercialisation
– Evaluation
– Valuation (including case study and exercises)
40
Business
Business use of patent information Patenting inventions and preparing
for the unitary patent package
Q3/Q4 2017
Eleven live virtual classroom sessions Q3 or Q4 2017
Venue tbd
Content and format
– Business use and customers’ needs Content and format
– Problem-solving approaches Presentations on
– Conducting searches – why patents matter
– Evaluation and communication of search results – the patenting procedure at the EPO:
from filing to grant
Tutor-facilitated exercises in groups (using – post-grant procedures: opposition and appeal
Espacenet as search tool) and online test – the unitary patent and the Unified Patent Court –
the last miles
– benefits of the unitary patent system for SMEs
Patent searching – update on the national ratification process
– SME case studies
Q1 or Q2 2017 – entry-level course
Q3 or Q4 2017 – advanced-level course Q&A session
Four live virtual classroom sessions each
Content and format Unitary patent package for SMEs
– Patent searching strategies and techniques
– Search tool introduction Q3 or Q4 2017
Live virtual classroom session
Q&A session and tutor-facilitated exercises
(using Espacenet and the European Patent Register Content and format
as search tools) – Presentation on unitary patent package matters
– Q&A session with an EPO expert
– Presentation on an SME case study
The European patent system – – Q&A session
“Train-the-trainer” course
Q3 or Q4 2017
Venue tbd
Content and format
Presentations on
– the patenting procedure at the EPO:
from filing to grant
– patentability criteria
– post-grant procedures at the EPO:
opposition and appeal
– the unitary patent and the Unified Patent Court –
the last miles
– benefits of the unitary patent system in a nutshell
– SME case studies
Q&A session and panel discussion
41
42
Materials
43
Materials for national IP office staff
Getting the message across Both brochures contain a summary of the outcome of
each of the three days of discussions.
This brochure is based on a three-day seminar
on efficient communication for examiners from The 2017 seminar will focus on nanotechnology,
national IP offices. A series of presentations as well as 3D printing and use claims. It will be held
interactive role plays and practice sessions showed in Stockholm on 10-12 October (p. 21).
participants how to efficiently communicate when
writing and speaking to attorneys and applicants.
In 2017 this seminar will be held in Helsinki Effective outreach
on 17-19 October (p. 24).
Nowadays, even national IP offices cannot afford to
take a passive role when it comes to communication.
At a seminar on external outreach activities,
Pharmacy, biotechnology participants learned how to develop and implement
and industrial chemistry communication plans and how to promote new
services and products to specific audiences among
and others. This brochure presents best practices in
awareness and outreach implementation by IP offices.
CII, disclaimers and added subject-matter
All these brochures can be downloaded from:
Within the scope of a seminar for experienced www.epn-cooperation.org
examination practitioners, EPO and national office
examiners had an exchange of views and discussed
their practices in the fields of pharmacy, biotechnology
and industrial chemistry. In another seminar, practices
in the fields of computer-implemented inventions,
disclaimers and added subject-matter were discussed.
Getting the
message across CII, disclaimers and
How patent examiners can learn added subject-matter Effective outreach
to communicate efficiently Examination experts exchange views How IPOs can communicate with their audiences
In co-operation with
European Patent Academy European Patent Academy
44
Materials for EQE candidates and judges
European qualifying examination – Patent litigation in Europe
Guide for preparation
The fourth edition of “Patent Litigation in Europe”
provides an updated overview of the national patent
This guide is a collection of explanations, information litigation systems across the European Patent
and advice that gives candidates a head-start on Organisation‘s 38 member states, giving readers
organising the time they spend preparing for the an at-a-glance description of the different national
examination. It allows them to channel their efforts revocation, nullity and infringement procedures
so as to maximise their chances of passing the currently in place, as well as information about the
examination through better understanding of what competent courts dealing with these matters at first
the EQE is. It also suggests the best order in which instance and appeal. It also contains information on
to tackle the subject-matter, and provide hints on the Unified Patent Court.
examination technique.
The overview can be downloaded from:
The guide can be downloaded from: www.epo.org/litigation-MS
www.epo.org/study-guide
European qualifying examination
Guide for preparation l 5th edition
Patent Litigation in Europe
An overview of national law and practice in the
EPC contracting states
4th edition
2016
in co-operation with
European Patent Academy
45
Materials for academia and business
IP Teaching Kit
The IP Teaching Kit (IPTK) is a follow-up to the The IPTK includes ready-made PowerPoint slides
successful Patent Teaching Kit launched in 2010 by the with speaking notes and additional background
European Patent Academy. With the IPTK, teaching information. The speaking notes can be read out as
professionals have at their disposal free of charge an they stand. The background information provides
extensive set of teaching materials which constitutes additional details which will help lecturers prepare
one of the most comprehensive IP teaching resources for the more advanced questions that students might
in the world. have. It is not intended for this information to be
included in the lecture.
Produced by the EPO in co-operation with the
European Union Intellectual Property Office (EUIPO), The materials can be tailored to the students‘
the IPTK enables teachers to put together lectures background (science or engineering, business or law),
and presentations on all kinds of IP, including patents, their knowledge of the topic, their learning goals and
utility models, trade marks, copyright, designs and the time available.
trade secrets. It is made up of the following modules:
IP Basics, IP Advanced I and II, IP Search Tools and IP The various modules of the IP Teaching Kit can be
Management. downloaded from:
www.epo.org/teaching-kit
The IPTK also includes two case studies that are part
of a special issue on IP management of the California
Management Review produced in collaboration with
the EPO.
Intellectual Property Teaching Kit Intellectual Property Teaching Kit
Intellectual Property Teaching Kit IP Advanced Part I IP Search Tools
IP Basics Patents, utility models and designs Patents Espacenet, the European Patent Register, TMview, TMclass, Designview,
eSearch Plus, eSearch Case Law, EuroLocarno, TMclass and EUIPO Registry
46
Materials for academia and business
Research? Think patents ip4inno
This booklet looks at how IP culture is evolving at The ip4inno training material, which was developed
universities and public research organisations. It with the support of the European Patent Academy, has
illustrates how researchers are making greater use resulted in a range of online training offers for use in
of patents, which are increasingly being regarded as “train-the-trainer” events designed to equip business
an important measure of performance. It also gives advisers and trainers with the tools they need to
some advice on the disclosure of research and points provide training to emerging small and medium-sized
researchers towards sources of further information. enterprises (SMEs) as well as industry in high-tech and
high-growth sectors.
The booklet can be downloaded from:
www.epo.org/publications A total of 22 modules cover topics such as IP
commercialisation, business planning with IP, copyright
and related rights and IP enforcement. Exercises and
case studies are included.
Translations of the modules are available in
15 languages, including Bulgarian, Czech, Croatian,
Hungarian, Polish, Romanian, Serbian, Spanish and
Turkish.
To find out how to access the ip4inno materials, go to:
www.epo.org/ip4inno
on
4 Research? Think patents
tents
or
47
Materials for academia and business
Case studies on IP management for SMEs Inventors’ Handbook
Case studies are a valuable tool for training purposes The purpose of the Inventors‘ Handbook is to provide
and help create awareness among businesses. basic guidance on all the key stages of turning an
Following an improved case study format developed invention into a commercial product. In addition
by the European Patent Academy in co-operation to patent search and IP topics, business aspects
with the EPO’s Chief Economist, SMEs from different are discussed as well. This guide is intended to
regions in Europe operating in a broad variety of help inventors obtain a 360° view on invention
industries were interviewed about their IP strategy and commercialisation and – doing so – to avoid many
underlying business cases. The resulting case studies of the common mistakes associated with innovation
summarise the key take-home messages for emerging projects.
SMEs looking to develop appropriate IP management
capabilities. The publication will be made available in print as well
as in electronic format, and also as an e-book.
A series of up to 15 case studies will be published
in print as well as in electronic format.
Inventors' handbook
From invention to innovation
European Patent Academy
48
Materials for academia and business
Best of Search Matters
A special issue of the Elsevier journal “World Patent
Information” (WPI) is being published which will
include a selection of papers based on presentations
from the Search Matters events between 2012-2016.
Search Matters is an annual event that showcases the
EPO‘s patent search strategies and techniques as well
as the use of various publicly accessible databases and
search programmes. According to participants – many
of whom are repeat attendees – it is more a “must-
have” than a “nice-to-have” event.
Search Matters is mainly targeted at patent-search
specialists from larger companies. This special issue
of WPI will bring it to the attention of SMEs as well.
Readers will not require a subscription to access the
relevant articles.
Distribution will be mainly in electronic format, but
a limited number of printed copies for marketing
purposes will be available as well.
49
50
E-learning
51
E-learning
The e-learning centre of the European Patent Academy major events such as “Search Matters” and the
is the entry point to a wide range of online training. “Boards of appeal and key decisions conference”.
Over the years the offering has developed to form
a comprehensive range of materials, with different
access types and media. This development is ongoing, Technology
and we endeavour to keep the material up to date,
generating new content and deactivating old materials Committed to simplifying accessibility and
as they become obsolete. transportability, the Academy uses common tools
which produce content playable on any device. The
platform is largely based on Moodle, our e-learning
Access modules are in html format tailored to fit small
computer screens, and videos are played from a
– Stand-alone modules streaming server. A mobile version of the system is also
These modules are topic-based and can be accessed available for iOS and Android devices.
at any time without registration.
– Courses
To follow one of our courses, users must register To find out more about the Academy’s e-learning
with us in the e-learning centre. offering, go to
https://e-courses.epo.org
The self-paced courses are available 24/7 and merely
require an account with us in the e-learning centre.
The tutored courses are synchronous courses in which
experts answer questions in forums, deliver webinars
or correct assignments. Registration for these courses
is subject to a deadline.
The courses for IP offices and related institutions,
including the EPO’s co-operation training activities, are
accessible by invitation only.
Topics
Our online training covers most of the patent
procedure, from search to opposition, and including
search tools, classification in CPC and the PCT
procedure.
Other topics include preparation for the EQE,
innovation protection for businesses and academics,
patents in research, legal changes and oral
proceedings. We also make available recordings of
52
E-learning
The European Patent Academy’s e-learning offer
53
Imprint
Published by
European Patent Office
Munich
Germany
www.epo.org
Status: November 2016
© EPO 2016
Responsible for the content
Richard Flammer
Principal Director
Patent Information – European Patent Academy
Design
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European Patent Academy
European Patent Office
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From: Annette Hollreiser [mailto:
[email protected]]
Sent: Wednesday, November 30, 2016 6:20 PM
To: Margus Viher <
[email protected]>
Cc: François-Régis Hannart <
[email protected]>
Subject: [VÄLJAST] 2017 Training catalogue
Dear Margus,
Today, just one day after the Academy Supervisory Board held its annual meeting, we would like to draw
your attention to the brand-new 2017 training catalogue and the attached letter, which is being sent out
jointly by the Principal Director Patent Information - European Patent Academy and the Principal
Director European and International Co-operation.
Best regards
Annette Hollreiser
Conferences & events officer European Co-operation | Dir. 5.1.1
European Patent Office
Bob-van-Benthem-Platz 1 | 80469 Munich | Germany