1. 5.9 Presentation

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

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

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

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

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

7. DATA COMPARISON - OPS Diary Field Type Setup Application Date
Application No
Priority Date
Priority From
Priority Country
Nat. Application Date
National Application No
Publication Date
Publication No
Publication Date A2
Publication Date A3
Registration Date
Patent/Registration No
PCT No

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

9. DATA COMPARISON - OPS Kind Ref Numbers / Kind Ref Dates
Basic Bibliographic Fields
Not delivered as fixed fields from OPS but as kind codes
Mapping in Patricia
Kind Code
Individual mapping for specific country
Individual mapping for specific country and application type
A1 = Publication reference (Published Application)
B1 = Publication reference (Granted Patent)
Kind Ref Numbers / Kind Ref Dates
Further definition by Kind Code column

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

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

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

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

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

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

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

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

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

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

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

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

22. Questions?
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