PCT

Basic Seminar for Paralegals, Patent Administrators and Attorneys


Date:   March 3 & 4, 2011 (Thursday and Friday)

Time:   9:00 AM to 5:00 PM

Location:  Hilton San Francisco Union Square

Fee:  $795 for the 1st registrant from a corporation or firm, $750 for each additional registrant from the corporation or firm.  Each registration includes daily coffee breaks and a bound handout containing the seminar teaching materials.   

Sponsor: Intellectual Property International (IPI), with WIPO Speakers and Handout Materials

Speakers:  Carol Bidwell & Yolande Coeckelbergs, from WIPO in Geneva

12 hours general MCLE credit.

Register

                                                                             

Basic PCT Seminar for Paralegals, Patent Administrators and Attorneys

A Must Attend Seminar for Anyone Involved with International Patent Matters

              The Basic PCT Seminar is designed to provide a working knowledge of the PCT to all who have little or no experience using the PCT patent filing system.  The PCT rules and procedures will be explained in detail, with the aid of computerized and projected digital presentation slides, and 200+ pages of bound handout materials.  The teaching style is informal, in classroom format.  Attendance is limited to allow each participant the opportunity to ask questions, and to participate in practical exercises.  Very experienced instructors and extensive handout materials are provided by the World Intellectual Property Organization, which administers the PCT.  A tentative seminar syllabus is included below, following the background remarks about the PCT

Background

The Patent Cooperation Treaty (PCT) is an important international patent filing system that makes it possible to seek patent protection for an invention simultaneously in a large number of countries by filing a single “international” patent application under the PCT.  Such a filing commences the first of the PCT’s two phases, the so-called PCT international phase, which in turn has two chapters: (1) Chapter I where search and publication of the PCT application take place, and (2) and optional Chapter II where examination of the PCT application takes place.  During the first part of Chapter I, the PCT application is subjected to an international search.  The search results in an international search report and a written opinion on patentability for the invention disclosed and claimed in the PCT application.  Approximately 18 months after the PCT filing date or its earlier so-called “priority” date, the PCT application is published.  Under the PCT international phase, the applicant may elect to have the application examined for compliance with four criteria:  subject matter, novelty, inventive step and industrial applicability.  If examination under optional Chapter II is elected, an international examination report is written with regard to the PCT application.  The PCT international phase is followed by the national phase, where the PCT application is subjected to national examination processes, but only in the PCT countries of interest to the applicant.  While the optional PCT international examination report does not guarantee that a patent will or will not issue in any of the elected 142 PCT contracting states, if the application has a positive international examination report, the likelihood of obtaining patents during national phase is increased.

Use of the PCT system is advantageous because allows applicants to delay national patent application fees and certain translation costs for up to a year and one half after the PCT application is filed.  During this time the applicant maintains the option of filing national patent applications based on the PCT application while still having the opportunity of evaluating, from a business perspective, which application(s) cover inventions that have sufficient commercial potential to warrant filing of patent applications in any of the PCT contracting states.

It is important to remember that the PCT is patent filing, not a patent granting, system.  There is no “PCT patent”.  Decisions to grant patents lie solely within the jurisdiction of the national patent offices located within each PCT contracting state.  

As indicated above, at the international phase, there are two parts or chapters to the PCT: Chapter I and Chapter II.  Although the Chapters are legally distinct, there is a convergence of certain Chapter I and Chapter II timelines and procedures.  Under Chapter I of the PCT, a US applicant can file an international application in English, with the PCT Receiving Office at the United States Patent and Trademark Office (USPTO), using Express Mail.  PCT applications and other PCT related documents can also be filed electronically with the USPTO Receiving Office, using EFS-Web, or with WIPO directly using PCT-SAFE. 

Whether filing electronically or by mail, the PCT applicant can then obtain an International Search Report (ISR) plus a detailed written opinion (IPEA) on the patentability of the invention disclosed and claimed the PCT patent application.  These reports are prepared by International Searching and Preliminary Examining Authorities (ISA/IPEA), which for US applicants are the United States Patent and Trademark Office (USPTO),  the European Patent Office (EPO), the Korean Patent Office (KR) or the Australian Patent Office (AU)), as the applicant chooses.  If, after reviewing ISR and IPRP, the applicant does not timely withdraw the PCT application, it is published 18 months from the application’s “priority date”. 

Under optional Chapter II of the PCT, the application may be examined (International Preliminary Examination) by the USPTO, the EPO, the KO or the AU again as the applicant chooses, with regard to the four criteria used by most national and regional patent offices in determining patentability: subject matter, novelty, inventive step and industrial applicability.

If an applicant does not request timely International Preliminary Examination under Chapter II, the application never enters Chapter II, and the International Preliminary Report on Patentability (IPRP) is issued based on the written opinion prepared by the International Searching Authority.  After the expiration of 30 months from the PCT application’s “priority date”, this Chapter I IPRP is sent to the PCT contracting states designated by the applicant in the PCT application. 

If the applicant timely requests International Preliminary Examination, the application enters Chapter II of the PCT.  Under Chapter II the applicant has the opportunity to have a dialogue with the PCT Examiner with regard to issues raised in the International Preliminary Examination Opinion, which is based on the written opinion prepared by the International Searching Authority, and to make amendments to the PCT application before the IPRP is issued.  After the expiration of 30 months from the PCT application’s “priority date”, this Chapter II IPRP is sent to the PCT contracting states designated in the PCT application. 

If the PCT applicant chooses, on or before the expiration of 30 months from the PCT application’s “priority date”, the PCT application may proceed to the national or regional patent offices of any or all of the 142 member states designated by the applicant at the time the PCT application was filed.

Use of the PCT system allows US practitioners to control the progress of a PCT application from filing through the search and preliminary examination stages.  This control of an application is accompanied by substantial cost savings, through delayed costs of translations and national office and agent fees, as well as through having the international phase work done centrally in the US, rather than in the offices of several different foreign patent attorneys and agents.

Basic PCT Course Syllabus (Tentative)

I.                   Introduction to the PCT System, with Emphasis on Recent Changes to the PCT

II.                PCT Timelines and Time Limits

III.             Basics of the PCT

IV.             Filing of PCT Applications

V.                Declarations

VI.             Choice of International Authorities for US Applicants

VII.          Electronic Filing Options: PCT-SAFE Filing Software, Electronic Filing at the USPTO Receiving Office Using EFS-Web.

VIII.       Claiming Priority and Furnishing of Priority Documents

IX.             Correction of Defects Relating to the Filing of the Application

X.                Agents and Common Representatives under the PCT

XI.             Recording of Changes Relating to the Applicant, the Agent or the Inventor

XII.          Functions of the Receiving Office (RO)

XIII.       The International Bureau (IB) as Receiving Office

XIV.       International Search and Written Opinion of the International Searching Authority (ISA)

XV.          Supplementary International Search

XVI.       Filing of Demand for International Preliminary Examination

XVII.    International Preliminary Examination

XVIII. Unity of Invention and Protest Procedure

XIX.       Functions of the International Bureau

XX.          International Publication

XXI.       Access by Third Parties to Documents in the File of the International Application

XXII.    Fees Payable under the PCT

XXIII. Amendments under the PCT

XXIV. Entry into the National Phase

XXV.    US National Phase Requirements

XXVI. Withdrawals

XXVII.          Procedure in Case of Nucleotide and/or Amino Acid Sequence Listings

XXVIII.       Indications Relating to Biological Materials

XXIX. Procedural Safeguards for International Applications

XXX.    Future Developments in the PCT System

XXXI. Where to Get Help

XXXII.          PCT Internet site