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Monday, 6 November 2017
10.00 - 13.00 hrs
Patent analytics
Searching and monitoring in Espacenet
Understanding patent families
14.00 - 17.00 hrs
Citation analysis and OECD patent quality indicators
T5 (15.00 – 17.00 hrs)
Boolean searching and beyond - command line searching in EPO tools
Legal event data: seeing the trees in the wood
Thursday, 9 November 2017
14.00 - 17.00 hrs
Patent information from ASEAN region – Patent systems, search and documentation
The European Patent Register as a source of legal status information

Monday, 6 November 2017 - 10.00 - 13.00 hrs

T1: Patent analytics

Patent analytics supports decision making in large and small companies, technology transfer offices and policy-making bodies. Potential fields of application range from analysing the innovation strategy of the competition, spotting new entrants and potential business partners to discovering emerging technologies.

This seminar gives a general view of the main process steps related to patent analytics, including the statistical analysis of bibliographical and legal status data on patents. Using the example of selected emerging and established technology sectors, the seminar will show how patent analytics can help decision makers with insight and knowledge from patent data. Hands-on exercises with PATSTAT Online will illustrate how the approaches are applied in practice. 

Level: Intermediate - Advanced
Price: EUR 115

T2: Searching and monitoring in Espacenet

In this training, we will explore the full capacity of Espacenet's search possibilities, including Smart search, classification search and full-text search.

We will also cover Global Dossier and the Common Citation Document (CCD).

The different topics will be reinforced with hands-on exercises.

Level: Intermediate
Price: EUR 115

T3: Understanding patent families

This training course explains the concept of patent families and their key features.

Starting with an overview of how patent data is processed, grouped and stored in the EPO's databases, the course will introduce the general concept of patent families and the way they are used at the EPO for Espacenet, Open Patent Services (OPS) and other products.

Examples and case studies will illustrate how patent families are created and how they can be interpreted in the daily routine of patent information users.


  • Espacenet backstage: how patent data is processed at the EPO
  • The patent family: being related to children, parents and (distant) relatives
  • Simple and extended patent families
  • Examples and case studies
  • Tips and potential pitfalls

Level: Intermediate
Price: EUR 115

Monday, 6 November 2017 - 14.00 - 17.00 hrs

T4: Citation analysis and OECD patent quality indicators

Citation analysis is used in many ways, e.g. to find related prior art or to estimate the importance of inventions. The first part of this seminar sheds a light on citation analysis by exploring all types of citations and how they may be used in combination the other bibliographic data. In-depth analysis of the citation data can contribute to patent analytics by identifying influential inventions and analysing knowledge flows between inventors, applicants and industries. The second part of the seminar will enlarge the view of OECD's the patent quality indicators (e.g. patent scope, family size, grant lag, originality, radicalness) and how you can use these indicators to analyse patent portfolios. Hands-on exercises with PATSTAT Online will illustrate how the approaches are applied in practice.

Level: Advanced
Price: EUR 115

T5: Boolean searching and beyond - command line searching in EPO tools (15.00 – 17.00 hrs)

When carrying out searches we are guided through interfaces with various degrees of sophistication. Often we are tempted to use “Google like” single field input boxes and “give it a try” to let the backend figure out what we meant. But no matter whether we are using simple input fields with rule-based “guessing” what we meant, web forms, or explicitly construct complicated Boolean search strings we need to understand what we are actually searching in order to interpret the results.

In this session we will start with refreshing our memory on the basics of Boolean logic. We will explore the possibilities of the Contextual Query Language (CQL) including features such as proximity operators and searching for names dates. Based on that we will look into the possibilities of constructing and analyse more complex logical expressions to be used in command line searching in selected EPO patent information products. The session will be implemented with the help lectures combined with practical exercises.

Level: Intermediate
Price: EUR 115

T6: Legal event data: seeing the trees in the wood

With more than 220 million legal event records in the EPO's master database for worldwide legal event data (INPADOC) and a continuous growth, it is getting increasingly difficult, even for experienced patent information users, to keep pace with the stream of legal event information and to understand what happens to patent applications and granted patents.

Various activities by patent offices, patent information service providers and stakeholders aim at making patent information users' lives easier in the field of legal event data for patents.

Two initiatives particularly stand out: The WIPO standard on legal status data for patents and the EPO's classification of event codes in the INPADOC database.

This training course provides an overview of both initiatives and explains their basic concepts.

Examples and case studies on EP legal event data will illustrate how the WIPO standard and the INPADOC classification can be used to understand legal event data better and to tap the benefits of the data during patent searches and analyses.

Level: Intermediate
Price: EUR 115

Thursday, 9 November 2017 - 14.00 - 17.00 hrs

T7: Patent information from ASEAN region – patent systems, search and documentation

How can I search for prior art filed in Singapore? How do I know if I have freedom to operate in Indonesia? How can I find out the current status of my competitor's application in Malaysia?

Inventors and investors are increasingly turning their gaze to the ten member states of the Association of South East Asian Nations (ASEAN). Based on a recently concluded agreement, European applicants will soon be able to extend the validation of their EP patent to Cambodia, with other countries in the region to follow in the future.

Based on these developments, the ASEAN region will become even more important for applicants and searchers alike. What are the most important features of the different patent systems? And what sources are available for prior art searches, patent monitoring or legal status retrieval?

This workshop will explore various aspects of patent information from six countries in the ASEAN region: Singapore, Indonesia, Malaysia, The Philippines, Thailand and Vietnam.

Participants will

  • receive a brief overview on key features of the granting procedures and recent  developments
  • learn about important aspects of patent documentation (document types, number formats, kind codes)
  • explore free online search tools provided by national patent offices

At the end of the seminar, we will have a closer look at the patent system of Cambodia, the EPO's first validation state in Asia.

Level: Intermediate
Price: EUR 115

T8: The European Patent Register as a source of legal status information

The European Patent Office's online register enables users to find procedural and legal status information on patent applications filed at the European Patent Office. Via the online file inspection, users can also view the procedural correspondence between the EPO and its clients.  

This session will show you how to retrieve data from the European Patent Register using simple and advanced search functions, automate the searches and share the search results. We will also show you how to view files, look at patent families and citations, explore the links to national patent registers, access file inspection documents, set alerts for your specific requirements and much more. This training session will also look at how to interpret the information delivered via European Patent Register and the Register Alert Service.

There will be hands-on exercises for participants to practice.

Level: Beginner - Intermediate
Price: EUR 115

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