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Presented by:
                   Protecting
Joana Eugénio         your
Patent Examiner    inventions



                         Porto, September 3th, 2011
Agenda




1. INPI

2. Intellectual and Industrial Property

3. IP rights

4. Patent system

5. Protection of Inventions

6. Provisional patent application

7. Using Patents as a Strategy




                                          2
INPI




Created in 1976 to promote the industrial
property system

Responsible for granting and protecting
industrial property rights in Portugal

Promotes the industrial property system and
stimulates innovation

Provides training in the IP area




              National Institute of Industrial Property


                                                          3
INPI: IP training and promotion




                                  4
Industrial Property



                          Intelectual Property

   INDUSTRIAL PROPERTY                             COPYRIGHT



 Patents                                  Literature
                                           Music
 Utility Models
                                           Photography
 Trademarks
                                           Paintings
 Designs
                                           …




                                                               5
Trademarks




             6
Designs




          7
Patents



What is an Invention?




                        8
What is an Invention?

               INVENTION
New solution to a specific technical problem




                                               9
Protection of Inventions


                            Product
             INVENTION      Process
                            Use

                   Protection by



         Patent                    Utility Model
 Maximum lifetime: 20 yrs    Maximum lifetime: 6+2+2 yrs




                                                           10
Protecting Inventions




            What is a Patent/Utility Model?

  Grants the legal right (territorial in nature) to prevent others
from exploiting the invention – importing, manufacturing, selling,
etc – negative right;

  Exclusive right granted in exchange for a complete disclosure
of the invention to the public;

  When the patent or UM ceases to be in force, the invention
becomes available for use.




                                                                     11
Protecting Inventions




How does the patent system work?

  Promotes innovation through economic reward;

  Contributes to the disclosure of new techniques to the general
public, increasing global knowledge;

 Allows the improvement of previously known solutions.




                                                                   12
Protecting Inventions




          What can you
           Protect?




                         13
Protecting Inventions



USA           “Everything under the sun that is made by man...”
                    (US Supreme Court – Diamond vs Chakrabarty)‫‏‬




PT and Europe

An invention must:

 Be technical in nature (ex.: product, device, process)

 Have Novelty;

 Inventive Step;

 Industrial Application;


                                                                   14
Protecting Inventions


                              Patentability criteria


  Novelty
The invention is not comprised in the state of the art.


                                                              Inventive Step

                             The invention is not obvious departing from the existing
                                        state of the art in the same field.


Industrial application


The invention can be manufactured or otherwise used in an industrial
activity.
                                                                                        15
Discovery vs Invention


           DISCOVERY                                         INVENTION




                   +                            =

  Discovery‫‏‬of‫‏‬HPV‫‏‬and‫‏‬it’s‫‏‬genome                        HPV’s‫‏‬vaccine
          Non-patentable                                   Patentable!


INVENTION: technical; the technical teaching can be reproduced by anyone.

DISCOVERY: cognitive (discovery of a new plant, animal, gene, …)

                                                                            16
Protecting Inventions




         What can't you
           Protect?




                          17
Non patentable matter


           Exclusions                           Exceptions
          (Art. 52.º CPI)‫‏‬                     (Art. 53.º CPI)‫‏‬
Discoveries, scientific theories and   Inventions contrary to the public
     mathematical methods                           order
                                          Human cloning processes
       Computer programs

                                        Modifications of the germ line
        Business methods
                                         genetic identity of humans

        Aesthetic creations             Animal or vegetable varieties


   Presentations of information        Treatment or diagnostic methods




                                                                           18
Protection options


    National                  European              International




                          Munich Convention
Industrial Property                             Patent Cooperation Treaty
                              1973.10.05
   Code (CPI)‫‏‬
             ;                                      PCT - 19.07.1970
                           (European Patent
                                                  (Maintained by WIPO)
                           Convention - EPC)‫‏‬




                                                                            19
National Patent Application


   WORKFLOW – Regular application
Application                                  18M                     Publication          Grant or refusal



              Formal                                                         Opposition Examination
         Examination                         Search Report                      2M          1M
               1M




   Provisional Patent Application‫‏‬
                                             18M

                                                   Formal
                                                                             Opposition    Examination
                       Search Report           Examination   S.R.               2M             1M
                                       12M          1M‫‏‬



Provisional                                                                                 Grant or refusal
                                       Conversion                   Publication
Application



                                                                                                        20
National Patent Application



Who?        Any person irrespective of the country of origin or residence.

Where?      Online / INPI / Mail / Fax

How?




  Regular
 Application                Lack of time

  Description                                                      Provisional
  Claims                        Lack of financial                    patent
                                 resources
  Drawings                                                         application
  Abstract               Pressure to publish




                                                                                  21
Provisional Patent Application


                              Impact on research



                                       Draft




Submission of the paper                                 Provisional Patent Application




                       PPP allows the researcher to:

               publish without submitting a regular patent application;
               leave the translation to a later time;
               avoid previous disclosure problems.

                                                                                         22
Using Patents as a Strategy


                     TECHNOLOGY MAPPING PRE-DIAGNOSIS

                       New product available, produced by INPI for the
                     qualitative analysis of patents;

                        Provides an overview of patenting in the
                     technical area of the invention;

                       Results shown in the form of graphics/tables and
                     report;

                        Useful tool in the management of IP and
                     innovation;

                        Essential   for      development   strategies   and
                     internationalization;

                        Basis for finding new partners for future
                     commercialization of the technology.


                                                                              23
Using Patents as a Strategy



CONTENT                                                   WHO?
                                                          Anyone
   Total number of publications in the technical area
    (regional and global)

   Top 5 Applicants (Regional and global);
                                                          HOW MUCH?

   Top 10 countries (regional and global);               200 Euros

   Top inventors (Regional and global);

   Evolution of publications by applicant;               WHEN?

   ThemeScape Map;                                       Any time

   Identification of domestic applicants with national
    publications, european and international;             HOW LONG?

   Citations tree for the closest prior-art.             2 months after request



                                                                                   24
The importance of IP



INDIVIDUAL LEVEL (Company, University):               MACROECONOMIC LEVEL:

  Allows protection against counterfeiting:             Permanent technological updating;
• ASAE or GNR.
                                                         Dissemination of new techniques to the
                                                      public;

  Allows licensing:                                      Stimulates creativity, the development of
• Contract between the rights holder and the          alternative   solutions   and   improvements   to
licensee;                                             inventions already disclosed;
• Types of licenses: territorial, with restrictions
                                                         Development and economic growth;
on sale, franchising, etc.
                                                         Competitive markets;

                                                         Introduction of new technology on the market
                                                      by providing time for the business organization.



                                                                                                         25
Famous Patents




                 26
27
QUESTIONS???




Thank you for your attention!



                INPI Contacts
                INSTITUTO NACIONAL DA PROPRIEDADE INDUSTRIAL
                Campo das Cebolas 1149-035 Lisboa
                Informations: 808 200 689 / website: www.inpi.pt
                Tel: (+351) 218 818 100 / Fax: (+351) 218 869 859


                Personal Contacts
                DEPARTAMENTO DE PATENTES E MODELOS DE
                UTILIDADE
                Joana Eugénio
                Email: jeugenio@inpi.pt


                                                                    28

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Protecting your inventions > Joana Eugénio - INPI

  • 1. Presented by: Protecting Joana Eugénio your Patent Examiner inventions Porto, September 3th, 2011
  • 2. Agenda 1. INPI 2. Intellectual and Industrial Property 3. IP rights 4. Patent system 5. Protection of Inventions 6. Provisional patent application 7. Using Patents as a Strategy 2
  • 3. INPI Created in 1976 to promote the industrial property system Responsible for granting and protecting industrial property rights in Portugal Promotes the industrial property system and stimulates innovation Provides training in the IP area National Institute of Industrial Property 3
  • 4. INPI: IP training and promotion 4
  • 5. Industrial Property Intelectual Property INDUSTRIAL PROPERTY COPYRIGHT  Patents  Literature  Music  Utility Models  Photography  Trademarks  Paintings  Designs  … 5
  • 8. Patents What is an Invention? 8
  • 9. What is an Invention? INVENTION New solution to a specific technical problem 9
  • 10. Protection of Inventions Product INVENTION Process Use Protection by Patent Utility Model Maximum lifetime: 20 yrs Maximum lifetime: 6+2+2 yrs 10
  • 11. Protecting Inventions What is a Patent/Utility Model? Grants the legal right (territorial in nature) to prevent others from exploiting the invention – importing, manufacturing, selling, etc – negative right; Exclusive right granted in exchange for a complete disclosure of the invention to the public; When the patent or UM ceases to be in force, the invention becomes available for use. 11
  • 12. Protecting Inventions How does the patent system work? Promotes innovation through economic reward; Contributes to the disclosure of new techniques to the general public, increasing global knowledge; Allows the improvement of previously known solutions. 12
  • 13. Protecting Inventions What can you Protect? 13
  • 14. Protecting Inventions USA “Everything under the sun that is made by man...” (US Supreme Court – Diamond vs Chakrabarty)‫‏‬ PT and Europe An invention must:  Be technical in nature (ex.: product, device, process)  Have Novelty;  Inventive Step;  Industrial Application; 14
  • 15. Protecting Inventions Patentability criteria Novelty The invention is not comprised in the state of the art. Inventive Step The invention is not obvious departing from the existing state of the art in the same field. Industrial application The invention can be manufactured or otherwise used in an industrial activity. 15
  • 16. Discovery vs Invention DISCOVERY INVENTION + = Discovery‫‏‬of‫‏‬HPV‫‏‬and‫‏‬it’s‫‏‬genome HPV’s‫‏‬vaccine Non-patentable Patentable! INVENTION: technical; the technical teaching can be reproduced by anyone. DISCOVERY: cognitive (discovery of a new plant, animal, gene, …) 16
  • 17. Protecting Inventions What can't you Protect? 17
  • 18. Non patentable matter Exclusions Exceptions (Art. 52.º CPI)‫‏‬ (Art. 53.º CPI)‫‏‬ Discoveries, scientific theories and Inventions contrary to the public mathematical methods order Human cloning processes Computer programs Modifications of the germ line Business methods genetic identity of humans Aesthetic creations Animal or vegetable varieties Presentations of information Treatment or diagnostic methods 18
  • 19. Protection options National European International Munich Convention Industrial Property Patent Cooperation Treaty 1973.10.05 Code (CPI)‫‏‬ ; PCT - 19.07.1970 (European Patent (Maintained by WIPO) Convention - EPC)‫‏‬ 19
  • 20. National Patent Application WORKFLOW – Regular application Application 18M Publication Grant or refusal Formal Opposition Examination Examination Search Report 2M 1M 1M Provisional Patent Application‫‏‬ 18M Formal Opposition Examination Search Report Examination S.R. 2M 1M 12M 1M‫‏‬ Provisional Grant or refusal Conversion Publication Application 20
  • 21. National Patent Application Who? Any person irrespective of the country of origin or residence. Where? Online / INPI / Mail / Fax How? Regular Application Lack of time  Description Provisional  Claims Lack of financial patent resources  Drawings application  Abstract Pressure to publish 21
  • 22. Provisional Patent Application Impact on research Draft Submission of the paper Provisional Patent Application PPP allows the researcher to: publish without submitting a regular patent application; leave the translation to a later time; avoid previous disclosure problems. 22
  • 23. Using Patents as a Strategy TECHNOLOGY MAPPING PRE-DIAGNOSIS New product available, produced by INPI for the qualitative analysis of patents; Provides an overview of patenting in the technical area of the invention; Results shown in the form of graphics/tables and report; Useful tool in the management of IP and innovation; Essential for development strategies and internationalization; Basis for finding new partners for future commercialization of the technology. 23
  • 24. Using Patents as a Strategy CONTENT WHO? Anyone  Total number of publications in the technical area (regional and global)  Top 5 Applicants (Regional and global); HOW MUCH?  Top 10 countries (regional and global); 200 Euros  Top inventors (Regional and global);  Evolution of publications by applicant; WHEN?  ThemeScape Map; Any time  Identification of domestic applicants with national publications, european and international; HOW LONG?  Citations tree for the closest prior-art. 2 months after request 24
  • 25. The importance of IP INDIVIDUAL LEVEL (Company, University): MACROECONOMIC LEVEL: Allows protection against counterfeiting: Permanent technological updating; • ASAE or GNR. Dissemination of new techniques to the public; Allows licensing: Stimulates creativity, the development of • Contract between the rights holder and the alternative solutions and improvements to licensee; inventions already disclosed; • Types of licenses: territorial, with restrictions Development and economic growth; on sale, franchising, etc. Competitive markets; Introduction of new technology on the market by providing time for the business organization. 25
  • 27. 27
  • 28. QUESTIONS??? Thank you for your attention! INPI Contacts INSTITUTO NACIONAL DA PROPRIEDADE INDUSTRIAL Campo das Cebolas 1149-035 Lisboa Informations: 808 200 689 / website: www.inpi.pt Tel: (+351) 218 818 100 / Fax: (+351) 218 869 859 Personal Contacts DEPARTAMENTO DE PATENTES E MODELOS DE UTILIDADE Joana Eugénio Email: jeugenio@inpi.pt 28