1. IPCRECLASS training Reclassification in the IPC Geneva February 26, 2013 Patrick Fiévet Head of IT Systems Section

2. Agenda ¨* means demo Terminology Working lists, Results Lists… IPC reclassification IPCRECLASS in the reclassification workflow Various communication strategies in IPCRECLASS Prerequisite administration for offices Options to perform IPC reclassification through IPCRECLASS* Administration aspects * Monitoring of work progress* Some error cases and scenarios (e.g. SOM)* Reference information location

3. Terminology ¨References: http://www.wipo.int/ipcreclassification/ http://www.wipo.int/ipcreclassification/ MCD: Master classification database for IPC Reclassification- Patent documents-automatic /intellectual- Symbol: IPC symbol as per WIPO standard ST.8 Working list (WL): IPC Reclassification to be done Results List (RL): IPC Reclassification response Error List (EL): response problem or warning IPCRECLASS on line help And others e.g. Stages in IPCRECLASS on-line help

4. IPC reclassification ¨highlights: Reclassification for the purpose of IPC revision only The reference source is the MCD but reclassification goes through IPCRECLASS Per-project WLs with several families to reclassify Reclassify one document on behalf of the family In WL symbols are at document and family level In RL symbols are considered only at family level

5. IPCRECLASS in IPC Reclassification workflow IPC revision master files MCD@EPO IPC reclassification web site «Off-line » Office WLs RLs IPCRECLASS WLs(*) * Complete or after automatic reclassification

6. IPCRECLASS in IPC Reclassification workflow IPC revision master files MCD@EPO IPC reclassification web site «Interactive» Office RLs IPCRECLASS WLs(*) * Complete or after automatic reclassification Interactive reclassification « Esp@ceNet

7. Map of IT resources for IPC Revision of edition N+2 Publication of edition N Early access to edition N+1 RIPCIS transformations IPCPUB E-forumforum IPC revision suggestions list servers Templates IPCCAT PDF Static IPC statistics MASTER FILES MCD @EPO IPCRECLASS IPCA6TRANS IPC bridge

8. IPCRECLASS communication strategy ¨Essentially email based: As soon as possible feedback by EMAIL Make sure your office email address is up to date in IPCRECLASS Access to IPCRECLASS log by office Email notification to office + MCD WL+ RL publication in the IPC reclassification web sitereclassification web site

9. Prerequisite to use IPCRECLASS ¨Make sure you have: A rapporteur login+password for your office: xxRAP01 An up to date email address in IPCRECLASS Know the protocol for email based submissions of RL (see http://www.wipo.int/ipcreclassification/ ) http://www.wipo.int/ipcreclassification/

10. IPCRECLASS constraints Convention format and filenames: Strict file name convention for RL files prevents upload of the same RL file twice Only tag format for symbols in XML RL files

11. 3 IPC reclassification options Share the same controls in IPCRECLASS: Off-line RL submission through email On-line interactive On-line import of RL files

12. IPC reclassification options Off-line reclassification Download WL or export WL from IPCRECLASS email based submission of RL files Fully automated processing of email submission Strict protocol for email (title, attachment names,…) Strict respect of RL XML file format required « IPCRECLASS Reclassified OK » does not necessarily mean « MCD Reclassified OK »

13. IPC reclassification options On-line interactive* WL shows document and family symbols to be reclassified (highlighted in yellow) Not always possible to consult in espacenet the document referred to by the MCD WL Some ST. 8 fields symbols automatically filled-in At least one reclassification symbol is needed to mark the reclassification as completed Automatic de-activation of the old symbol upon this action

14. IPC reclassification options On-line import of RL files* Strict respect of RL XML file format required Feedback sent by email to the concerned office Accept what can be marked as « Reclassified OK » Rejects « Reclassified not OK IPCRECLASS» « IPCRECLASS Reclassified OK » does not necessarily mean « MCD Reclassified OK »

15. Monitoring of work progress Overall status report: report tab* Use filters to customize views Per project Office work is completed when « document to reclassify » shows 0

16. Monitoring of work progress Detailed status Result list tab for « Reclassified OK » Working List tab + global reclassification status filter for any type of « Reclassified NOK »

17. Some error cases and scenarios Offline submission of a RL with invalid symbol Access to the log for the concerned office

18. Error notification for RL submission by SE http://www.wipo.int/ipcreclass/en/log/errors

19. IPCRECLASS_errors_SE_210213.txt E001%SE%1150261%A1%2013-02-21-17.26.28.000000% M16H48/20%2012-01-01%A%L%N%2013-02-21%H%SE * Reference Document: MCD Error and Warning ReportsMCD Error and Warning Reports IPC symbol invalid symbol does not exist document country code document sequence number document kind code date and time at which error or warning was generated ST.8 Symbol

20. Notification of successful RL submission by SE

21. Stage 1a to Stage 1b notification*

22. Some special cases Transfer of responsibility (by IB) to another office Stage 3: only IB can do the reclassification using default transfer (not yet implemented) No easy means to undo wrong submissions

23. Special Operations Mode (SOM) e.g. during upload of WLs by WIPO

24. Reclassification in the IPC IPCRECLASS Suggestions for improvements to IPCRECLASS: to IPC- IEF project CE446project CE446 QUESTIONS? contact WIPO at claims@wipo.int