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The Common Hybrid Classification project of the

The Common Hybrid Classification project of the. IPC Workshop, 8-9 February 2010, WIPO, Geneva. Pierre Held Directorate Classification (2.7.1.5). The past (and still present...): Trilateral Harmony Project. Different classification schemes . . . in selected areas. ECLA FI USPC

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The Common Hybrid Classification project of the

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  1. The Common Hybrid Classificationproject of the IPC Workshop, 8-9 February 2010, WIPO, Geneva Pierre Held Directorate Classification (2.7.1.5)

  2. The past (and still present...):Trilateral Harmony Project Different classification schemes . . . in selected areas ECLAFIUSPC . EPtext1 . JPtext1 . UStext1 . . EPtext2 . . JPtext2 . UStext2 . . EPtext3 . . JPtext3 . UStext3 . . . JPtext4

  3. Trilateral Harmony project . . . are merged and modifications discussed HARMONY . JPtext1 . UStext1. . New text1 . . EPtext2 . . . New text2 . . JPtext3

  4. Trilateral Harmony project Result: 3 separate but identical schemes ECLA . JPtext1 . UStext1. . New text1 . . EPtext2 . . . New text2 . . JPtext3 FI . JPtext1 . UStext1. . New text1 . . EPtext2 . . . New text2 . . JPtext3 USPC . JPtext1 . UStext1. . New text1 . . EPtext2 . . . New text2 . . JPtext3

  5. Reformed IPC ECLA USPC FI-FT Integrate common scheme in the IPC H A R M O N Y Advanced level extension 20k + 50k + 70k Advanced level 20k + 50k Core level 20k

  6. SUMMARY: Trilateral Harmony Project Goal: • identical (similar) schemes in JP, EP, US in selected fields Method: • bring examiners together (virtual or physical) • first discuss & develop common scheme => ECLA, FI, USPC • then forward to IPC • Contact, understanding, cooperation • New schemes highly match examiners' needs • Very successful • Limited in scope, "Harmony islands", needs a lot of time resources No new trilateral projects started! Completion planned by the end of 2011

  7. The Future(and a bit already present...): Common Hybrid Classification Foundation Project

  8. The fiveIPoffices: • European Patent Office (EPO) • Japan Patent Office (JPO) • Korean Intellectual Property Office (KIPO) • State Intellectual Property Office of the People's Republic of China (SIPO) • US Patent and Trademark Office (USPTO) The IP5 offices

  9. History: The IP5 Heads of Office met in Jeju, Korea in October 2008 where they cemented a vision and agreed a roadmap. " The elimination of unnecessary duplication of work among the IP5 offices, the enhancement of patent examination efficiency and quality and guarantee of the stability of patent right "

  10. What are the conditions for reutilisation of others' work: • Timeliness: Results available on time • Quality: High quality of work essential

  11. Presidents' agreement: 10 Foundation Projects Project Common documentation EPO-led Common hybrid classification EPO-led Sharing and documenting search strategies USPTO-led Common search and examination support tools USPTO-led Common access to search and examination results JPO-led Common application format JPO-led Common training policy KIPO-led Mutual machine translation KIPO-led Common rules for examination practice and quality control SIPO-led Common statistical parameter system for examination SIPO-led

  12. IP5 Governance

  13. "Why bother? The EPO has ECLA" . . . but: Many documents don't have ECLA! SS Results 1 240116 ..LIM A63B/IC 2 101982 1 NOT EC=YES 3 57458 2 AND JP/PN 4 15271 2 AND CN/PN 5 5530 2 AND KR/PN 6 4594 2 AND TW/PN 7 1861 2 AND AU/PN 8 2175 2 AND ES/PN 9 1364 2 AND RU/PN 10 1942 2 AND SU/PN => Need to use the IPC for retrieving prior art!

  14. The non-ECLA part is growing: => Need to improve IPC!

  15. Common Hybrid Classification Project Goal: Make the IPC really usable by all offices The wish list: • Level of detail • Coverage • Consistency of use The plan: Cover most technical fields in 10+ years

  16. Method • per field, select best existing local scheme (ECLA, FI, USPC?) • Agreement beforehand • Move subdivisions in IPC • Training & communication between offices IPC ECLA G10L

  17. Variations • In one technical field, select from different local schemes • Add newly created groups proposed by examiners (exceptional) IPC FI G10L G10L13/03 . using - - - ECLA

  18. STATUS Planning phase October 2009: IP5 Working Group on Classification 5 pilot projects started in 2009/2010

  19. Objectives of the pilot: • Agree on common scheme • Try out procedures • Evaluate cost/benefit

  20. IPC - How will it work with CHC? Taking decisions on IPC: • IPC/WG and IPC/CE = "Parliament" of all offices, administration by WIPO • IPC/WG: 2 meetings per year: scheme approval • IPC/CE: 1 meeting per year: policy, scheme adoption, date of entry • Agreed CHC projects trigger IPC revision projects • CHC projects: main source for change A "re-reform" to come • simplify core-advanced level structure • revise once per year (maybe twice)

  21. CHC Foundation Project: Status • Example of timeline for the pilot projects (timeline will vary depending on the projects) Agreement on scheme Forwarding to IPC phase Approval Entry into force Start! Adoption Within the IPC community Within the IP5 2nd IP5WGC 3rd IP5WGC 4th IP5WGC IPC/WG IPC/WG IPC/CE Evaluation of the pilot projects Reclassification Oct 2009 Mar 2010 Sep 2010 Jan 2012 or later May 2010 Nov 2010 Feb 2011

  22. Summary: Common Hybrid Classification • potentially quick; uses well-proven schemes • avoids long discussion on details • uses well-known IPC framework • takes countries CN, KR into account • agreement US, EP, JP, CN, KR needed before starting

  23. Timeline • Phase I: 2009-2010 - Planning • Planning and identification of pilot projects • Develop requirements for a mapping and scheme viewing tool • Set-up a training framework • Phase II: 2010-2011 -Pilot projects Implementation of pilot projects The IP5 view  Timeline

  24. Phase III: 2012-2016 - Start of Implementation • Phase IV: 2017-2018 -Internal indexing schemes • Phase V: 2019-2021 - Completion of CHC

  25. Thank you for your attention! P. Held pheld@epo.org Questions?

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