90

Click here to load reader

Summary 摘要

  • Upload
    avian

  • View
    137

  • Download
    0

Embed Size (px)

DESCRIPTION

IP Information Channels and Databases : Patents, Trademarks & Designs Pierre Buffet 知识产权信息来源和数据库:专利,商标和外观设计 皮尔 . 巴菲特. EU-CHINA TRAINING PROGRAMME ON INTELLECTUAL PROPERTY MANAGEMENT Xi’an, Jiangyin , Beijing – May 2009 中国 - 欧盟知识产权管理培训方案 西安,江阴,北京 ----2009 年 5 月. Summary 摘要. - PowerPoint PPT Presentation

Citation preview

Page 1: Summary 摘要

IP management – May 2009 - Questel 1

IP Information Channels IP Information Channels and Databasesand Databases: :

Patents, Trademarks & DesignsPatents, Trademarks & DesignsPierre BuffetPierre Buffet知识产权信息来源和数据库:专利,商标和外观设计知识产权信息来源和数据库:专利,商标和外观设计皮尔皮尔 .. 巴菲特巴菲特

EU-CHINA TRAINING PROGRAMME ON INTELLECTUAL PROPERTY MANAGEMENT

Xi’an, Jiangyin, Beijing – May 2009中国 -欧盟知识产权管理培训方案西安,江阴,北京 ----2009 年 5月

Page 2: Summary 摘要

IP management – May 2009 - Questel 2

SummarySummary 摘要摘要• Questel in few words 关于 Questel• Quick reminder: what a patent is 快速提示:专利是什么• Patent information available 可以利用的专利信息• What we can get from Patent information 我们能从专利信息中得到什么• Latest developments 最新的发展• Beyond Patents: 超越专利• Trademarks and Designs 商标和外观设计• Conclusion 结束语

Page 3: Summary 摘要

IP management – May 2009 - Questel 3

Questel Questel Mission statementMission statementQuestel Questel 目标宣言目标宣言

• 为那些需要管理 Offering a series of services to professionals users who need to manage IP information,

• 知识产权信息的专业用户提供系列服务• Users:

• being directly involved in the IP process, or• being interested by information contained

in IP material

• 用户:• 直接涉及到知识产权进程的,或者• 对知识产权所包含的信息感兴趣者

Page 4: Summary 摘要

IP management – May 2009 - Questel 4

Questel in the WorldQuestel in the World世界各地的世界各地的 QuestelQuestel

HeadquartersParis, France

总部法国,巴黎

TrademarksBrussels, Belgium

商标中心比利时,布鲁塞尔

R&DSophia-Antipolis, France

研发中心法国,索非亚 -昂斯蒂波利

US main officeAlexandria, Virginia

美国总办事处弗吉尼亚州,亚历山大

Page 5: Summary 摘要

IP management – May 2009 - Questel 5

QUICK REMINDERQUICK REMINDERWHAT A PATENT ISWHAT A PATENT IS快速提示:专利是什么快速提示:专利是什么

Page 6: Summary 摘要

IP management – May 2009 - Questel 6

What a patent isWhat a patent is专利是什么专利是什么To better design information systems, it is worth remembering that a

patent is:

为了更好的设计信息系统 , 我们一定要谨记 专利 :

• an agreement between

• an individual or corporate person and

• an official authority

• 是一个自然人或一个公司法人与官方之间的协议• to protect & disclose an invention 用于保护发明• in a Country or group of Countries 存在于一个国家或一些国家组织中

Page 7: Summary 摘要

IP management – May 2009 - Questel 7

What a patent isWhat a patent is专利是什么专利是什么There are several information levels to consider:不同阶段的思考 :• Invention level: 创新阶段

• Patent family covering Countries where protection is requested 专利族系涵盖了那些需要专利保护的所有国家• Patent level: 专利申请阶段

• Corresponds to 1 Country or Region (EP, PCT, …)• 符合一个国家或地区( EP , PCT ,)

• Publication level: 专利公开阶段• Event occurring to a Patent application: 由专利申请引发的事情:

– Filing, Search report, Grant, Lapse - 申请 , 检索报告 , 授权 , 失效

Page 8: Summary 摘要

IP management – May 2009 - Questel 8

Who are patent information Who are patent information usersusers谁是专利信息的使用者谁是专利信息的使用者

• Patent = link between:• R&D: source of invention• Legal Department: protection of invention

• 专利 = 一种联系• 研发部门: 创新的源泉• 法律部门 : 对创新的保护

• Patent = intangible asset for:• Start-up Companies• Strategic and Finance Departments of large Companies• State bodies

• 专利 = 无形资产 ,对于• 创办一家公司• 一家大公司的战略金融部门• 国家主体

Page 9: Summary 摘要

IP management – May 2009 - Questel 9

What a patent is:What a patent is:Information categoriesInformation categories专利是什么专利是什么 :: 信息分类信息分类

• Front page 首页• Drawings 图表• Disclosure 说明书• Claims 权利要求• Search report 检索调查报告• Legal information 法律信息

-> each category fits with a specific use种分类都有其特定用途

Page 10: Summary 摘要

IP management – May 2009 - Questel 10

What a patent is:What a patent is: Front pageFront page 专利是什么专利是什么 ::

首页首页• Application / Patent numbers: Patent ID

申请 / 信息专利号:专利 身份证• Kind: event or publication type

方式:事件或公布方式• Priority: close to the Family concept

优先权: 与同族专利的概念很相似• Title, Abstract, Classifications: contents description

标题,摘要,分类:简单的内容介绍说明• Assignee: corporate or individual owner and its location

利权人: 公司集体或 个体所有人和它的所在地• Inventors: individual authors and its location

发明人:个体作者和他的所在地-> Useful for search and analysis 用于检索和分析

Page 11: Summary 摘要

IP management – May 2009 - Questel 11

What a patent is:What a patent is: DrawingsDrawings 专利是什么:图表专利是什么:图表

« A drawing worths more than a long speech » 《图表比一个冗长的叙述更有价值》

Useful in many fields: 在很多领域都很有用:• Chemical compounds 化学混合物• Electrical & electronical 电气和电子科学• Mechanical 机械• Informatics & Business processes 信息学和商业流程

-> Useful to quickly browse answers 用于快速浏览问答搜索结果

Page 12: Summary 摘要

IP management – May 2009 - Questel 12

What a patent is:What a patent is: DisclosureDisclosure 专利是什么专利是什么 ::

说明书说明书• Full description of the state of the art

对当前最新技术进行详尽阐释• Corresponds to 80% of published technical information

约占公开科技信息量的 80%• Text easy to understand

易于理解的原文• Mostly interesting in First Application通常初次申请文献是很有意义的

-> Very useful for Prior art searching对先有技术的检索有用

Page 13: Summary 摘要

IP management – May 2009 - Questel 13

What a patent is:What a patent is: ClaimsClaims 专利是什么专利是什么 ::

权利要求权利要求• The core of the Patent

专利之核心• For legal experts

用于法律领域• Important for freedom to operate or infringement search

自由行使权利或侵权检索的重要依据• Mostly interesting in Granted Patent

大部分对已授权的专利感兴趣

Page 14: Summary 摘要

IP management – May 2009 - Questel 14

What a patent is:What a patent is: Search reportSearch report 专利是什么专利是什么 ::

检索调查报告检索调查报告• Scientific examination by Patent Office

由专利局进行的科学专业审查• Essential to link related inventions through

Citations

连系相关的发明是很重要的。-> Useful for competitive intelligence

对于知识和商业竞争

Page 15: Summary 摘要

IP management – May 2009 - Questel 15

What a patent is:What a patent is: Legal informationLegal information 专利是什专利是什

么么 :: 法律信息法律信息• Legal status 法律状态

• Usually found in specific registers• 通常从具体的登记信息里寻找• In paper or electronic form• 以纸张或电子表格的形式

• File Inspection 文档检查• For each application includes all exchanges between applicant and PO

• 每一个申请者都必须经过的 , 所检查的文档包括所有申请者和专利部门来往过的文件

• In paper or electronic form• 以纸张或电子表格的形式

Page 16: Summary 摘要

IP management – May 2009 - Questel 16

What a patent is:What a patent is: Summary Summary 专利是什么专利是什么 ::

概要概要

Family专利族系

Patent专利Patent专利Patent专利

1st Pub: Filing第一次公布:申请文件2nd Pub: Search report第二次公布:检索报告

3rd Pub: Grant第三次公布:授权

Invention发明 In each Country在各个国家 In each Patent各个专利

Front page 首页Description 说明Claims 权利要求

Legal status 法律状态

Page 17: Summary 摘要

IP management – May 2009 - Questel 17

PATENT INFORMATION PATENT INFORMATION AVAILABLEAVAILABLE可利用的专利信息可利用的专利信息

Page 18: Summary 摘要

IP management – May 2009 - Questel 18

Patent information Patent information availableavailable 可利用的专利信可利用的专利信息息

• Several kinds of files 不同种类的文档• National registers 国家注册信息• Worldwide databases 世界范围的数据库• Full text files (character coded or fac-simile)全文本文件(写码字符或传真)

• Sci Tech files (Non Patents) 科技文献(非专利)• Two kinds of providers

• Patent Offices• Other Organisation• 两类信息提供者• 专利局• 其他组织

Page 19: Summary 摘要

IP management – May 2009 - Questel 19

Information available: Kinds of files (1/2)Information available: Kinds of files (1/2)可利用的专利信息文档种类 可利用的专利信息文档种类 (1/2)(1/2)

• National registers 国家注册信息• Often available in electronic form通常以电子表格形式• Biblio and legal status information 题录和法律状态信息

• Worldwide databases 世界范围内的数据库• Essential for comprehensive worldwide information全面综合的世界范围的信息精华• Family concept: important and complex 族系理念: 重要并且复杂• Examples: Thomson Reuters DWPI, esp@cenet,

Questel FamPat 例如: Thomson Reuters DWPI, esp@cenet, Questel FamPat

Page 20: Summary 摘要

IP management – May 2009 - Questel 20

Sample FamPat record Sample FamPat record 1/21/2

FamPat sample record FamPat 样本记录

Integration of data数据整合

Page 21: Summary 摘要

IP management – May 2009 - Questel 21

Sample FamPat record Sample FamPat record 2/22/2

Objectives 目的

Avantages / Drawbacks优势 /劣势Independent Claims独立的权利要求

produced by linguistic techniques基于语言技术产生

FamPat Key contentFamPat 主要内容

Page 22: Summary 摘要

IP management – May 2009 - Questel 22

• Full text files• 全文本文件

• Scanned form: fac-simile delivery• 扫描形式 : 传真发送• Coded form (direct input or OCR): searching• 代码化形式 ( 直接导入或者 OCR字符识别 ) : 检索

• Sci Tech files• 科技文档

• Usual online services:• 通常提供在线服务

– Chemistry: CAS, Beilstein, …– 化学 : CAS, Beilstein, …– Physics, Engineering: Inspec, Compendex, …– 物理 , 机械 : Inspec, Compendex– Medicine: Medline, Embase, …– 医学 : Medline, Embase, …

• New: 新的:– EPO Non Patent Literature found in Search reports– 在检索报告里可以看到的欧专局的非专利文献

Information available: Kinds of files (2/2)Information available: Kinds of files (2/2)可利用的专利信息文档种类 可利用的专利信息文档种类 (2/2)(2/2)

Page 23: Summary 摘要

IP management – May 2009 - Questel 23

Full text files on Questel Full text files on Questel QuestelQuestel 的全文本文件的全文本文件

Original English Searchable Update Last InputLanguage Translation PDF Frequency Week

Argentina* TBD ES Y a a a A TBD TBD a

Austria 1902 DE a a Y a Bn, UnMonthly in

theory 6 weeks 2009/10Belgium 1925 DE/FR/DU a a Y a A, An Monthly 1 month 2009-09Brasil* TBD PT Y a a a A, U TBD TBD aCanada*** 1978 EN/FR Y a a a A, C, E Weekly 4 days 2009-16Chile* TBD ES Y A, U, Sn TBD TBD aChina* 1985 CN Y Y a a A, B/C, U/Y Monthly 1 month aDenmark* 2009 DK Y Y Y B, C Weekly TBDEP 1978 EN/FR/DE Y Y Y Y A, B Weekly 1 day 2009-18Finland* 2009 FI Y a Y Y B, C Weekly TBD a

Y(2008+)

Germany

1987 (U from 2004, but from 1976

soon) DE a Y Y aAn, Bn, Cn, Tn, Un Weekly 1 day 2009-18

India** 2005 EN Y a a A Weekly 1 week 2009-17Y Y Y Y

(2008+) (2006+) (2004+) (2008+)Mexico* TBD ES Y TBD TBD TBD

EN/FR/DE/ESJP/RU

Russia* TBD RU Y a a Y C Weekly TBD a

Spain 1980 ES a Y aA1, A2, A3, U, Y Weekly 1 day 2009-16

Sweden* 2009 SE Y Y Y B, C Weekly TBD

Switzerland 1920 DE/FR/IT a Y Y aA, A3, A5, B1, D Bi-monthly 1 month 2009-09

Y(2008+)

USPAT 1971 Y YAn, Bn ,En, Hn, Sn, Tuesdays &

USAPPS 2001 (2008+) (2008+)Pn, D (designs) Thursdays

USPATOLD 1880

From Image Mosaic Kind Code Delay

Y A, A1, A2, A3 WeeklyFrance 1920 FR a 6 days 2009-17

Japan 2007 JP A, T, U3 Weekly 1 week 2009-17

Y

PCT 1978 Y Y a a A, A1, A2 Weekly 5 days 2009-18

United kingdom 1920 EN Y a Y A Weekly 3 days 2009-18

EN Y Y Same day 2009-18

Page 24: Summary 摘要

IP management – May 2009 - Questel 24

Information availableInformation available Two kinds of providers Two kinds of providers可利用的专利信息可利用的专利信息 两类信息提供者 两类信息提供者

• Patent Offices • National or Regional data (all aspects)• One exception: EPO with Inpadoc & esp@cenet

• 专利局• 国家性或者地区性的数据 ( 各个方面 )• 一个例外 : 欧专局 Inpadoc & esp@cenet

• Other Organisations 其他组织• Private sector or non-for-profit 私有部门或者非营利机构• work on extra indexing & integration: 致力于于深度标引和整合信息服务的组织• Worldwide: For exp. exp.TS DWPI, Questel FamPat• 世界范围 : 例如 TS DWPI, Questel FamPat

– subject specific: For exp. CASearch, MMS– 单个主题领域 : 例如 CASearch, MMS

Page 25: Summary 摘要

IP management – May 2009 - Questel 25

WHAT WE CAN GET FROM WHAT WE CAN GET FROM PATENT INFORMATIONPATENT INFORMATION从专利信息中能得到什么从专利信息中能得到什么

Page 26: Summary 摘要

IP management – May 2009 - Questel 26

What we can get from Patent informationWhat we can get from Patent information从专利信息中能得到什么从专利信息中能得到什么• Searching

• 检索• Watching

• 监控• Statistical analyses & post processing

• 统计分析和事后处理• Visualization and navigation

• 可视化和巡览

Page 27: Summary 摘要

IP management – May 2009 - Questel 27

Patent information:Patent information: Searching Searching专利信息专利信息 :: 检索检索

• A first mean of investigation

• 调查的第一手段• Through the browsing of answer

• 通过浏览问答结果• That can be enhanced with adapted software packages

• 选用合适的应用软件包可以得到加强

Page 28: Summary 摘要

IP management – May 2009 - Questel 28

Patent information:Patent information: Searching Searching专利信息专利信息 :: 检索检索

• Each file is adapted to specific needs• 每个文件都适用于具体的需求

• Prior art• 先有技术• Legal status, infringement• 法律状态,侵权• Competitors portfolio• 竞争对手的专利组合• …

• Each file includes a series of indexes• Subject oriented• Assignees• Inventors

• 每个文件都包含一系列的索引• 主题• 代理人• 发明人• …

Page 29: Summary 摘要

IP management – May 2009 - Questel 29

Sample querySample query 查询样例查询样例

Page 30: Summary 摘要

IP management – May 2009 - Questel 30

Sample hit listSample hit list选中列表样例 选中列表样例

Page 31: Summary 摘要

IP management – May 2009 - Questel 31

Sample expanded answer listSample expanded answer list 扩展开的结果显示样例扩展开的结果显示样例

Abstracts文摘

Drawings图示

Page 32: Summary 摘要

IP management – May 2009 - Questel 32

Enhanced view for selected documentsEnhanced view for selected documents进一步查看选中的文档进一步查看选中的文档

Page 33: Summary 摘要

IP management – May 2009 - Questel 33

Portfolio management:Portfolio management:enhanced viewerenhanced viewer专利组合管理:增强查看器专利组合管理:增强查看器

Page 34: Summary 摘要

IP management – May 2009 - Questel 34

Enhanced viewerEnhanced viewer增强查看器增强查看器

Page 35: Summary 摘要

IP management – May 2009 - Questel 35

Enhanced viewer:navigation in text & imagesEnhanced viewer:navigation in text & images增强查看器:文本增强查看器:文本 && 图片导航图片导航

Page 36: Summary 摘要

IP management – May 2009 - Questel 36

Patent information:Patent information:Watching = AlertsWatching = Alerts专利信息:监控专利信息:监控 == 预警预警

To receive automatically: 自动接收:• New Applications 新的申请者

• On a given subject 已定的主题• From a given Applicant 已定的申请者• …

• Amended Patent or Family 对专利或专利族的补充• Patent: new publication 专利:新信息发布• Family: new member 专利族:新成员• …

• Updated legal status 最新法律状态

Page 37: Summary 摘要

IP management – May 2009 - Questel 37

Watching: Saved searchWatching: Saved search systematically run systematically run监控:储存检索自动运行监控:储存检索自动运行

Page 38: Summary 摘要

IP management – May 2009 - Questel 38

Watching: Saved search Watching: Saved search systematically runsystematically run监控:储存检索自动运行监控:储存检索自动运行

Page 39: Summary 摘要

IP management – May 2009 - Questel 39

Email receivedEmail receivedAlerts: email received预警:邮件接收

Hyperlinks to download answers 超链接到下载结果Number of answers 结果数量

Page 40: Summary 摘要

IP management – May 2009 - Questel 40

Alert: sample answer预警:结果样例

Page 41: Summary 摘要

IP management – May 2009 - Questel 41

Watching:Legal statusWatching:Legal status监控:法律状态监控:法律状态

Page 42: Summary 摘要

IP management – May 2009 - Questel 42

Patent information: Statistical analysesPatent information: Statistical analyses专利信息:统计分析专利信息:统计分析• Synthetic view of large sets of docum

ents 大量文件的综合查阅• Numerous possible analyses:众多种

类的分析• Competitors 竞争者• Countries 国家• Technologies 科学技术

Page 43: Summary 摘要

IP management – May 2009 - Questel 43

Statistical analysesStatistical analyses统计分析统计分析

Page 44: Summary 摘要

IP management – May 2009 - Questel 44

Statistics samplesStatistics samples统计样例统计样例• Patent Country 专利国家• Assignee 专利权人• Assignee x IPC 专利权人 x IPC

• 3D analysis 3D 分析

Page 45: Summary 摘要

IP management – May 2009 - Questel 45

Statistical analysis: Patent countryStatistical analysis: Patent country统计分析:专利国家统计分析:专利国家Exports

Page 46: Summary 摘要

IP management – May 2009 - Questel 46

Statistical analysis: Assignee (evolution)Statistical analysis: Assignee (evolution)统计分析:专利权人(演变)统计分析:专利权人(演变)

Page 47: Summary 摘要

IP management – May 2009 - Questel 47

Statistical analysis : Assignee / IPCStatistical analysis : Assignee / IPC统计分析:专利权人统计分析:专利权人 /IPC/IPC

Page 48: Summary 摘要

IP management – May 2009 - Questel 48

3D Statistical analysis3D Statistical analysis3D 3D 统计分析统计分析

Page 49: Summary 摘要

IP management – May 2009 - Questel 49

Using Patent informationUsing Patent information Visualization - navigation Visualization - navigation使用专利信息:视野—导航使用专利信息:视野—导航

Statistical analysis is not sufficient: 统计分析是不够的• Visualization tools are aimed at highlighting

information embedded in large sets of information视野工具的目的在于找出隐藏在大量信息里面的重要信息

• Navigation possibilities allow dynamic investigation导航可以帮助动态分析

• Such tools are used by Intelligence Services这样的工具用于情报服务

Page 50: Summary 摘要

IP management – May 2009 - Questel 50

Visualization:Family displayVisualization:Family display视野:专利族图例展示视野:专利族图例展示

Page 51: Summary 摘要

IP management – May 2009 - Questel 51

Visualization:Citation displayVisualization:Citation display视野:引证图例展示视野:引证图例展示

Page 52: Summary 摘要

IP management – May 2009 - Questel 52

LATEST DEVELOPMENTSLATEST DEVELOPMENTS最新发展最新发展

Page 53: Summary 摘要

IP management – May 2009 - Questel 53

Latest developmentsLatest developments最新发展最新发展Multi-lingualism 多语言化• Query phrasing 查询短语• Machine translation of answers 机器翻译结果• Machine translation of database conte

nt 机器翻译数据内容

Page 54: Summary 摘要

IP management – May 2009 - Questel 54

Sample multilingual searchingSample multilingual searching多语言检索样例多语言检索样例

Page 55: Summary 摘要

IP management – May 2009 - Questel 55

Sample:multilingual searchingSample:multilingual searching样例:多语言检索样例:多语言检索

Page 56: Summary 摘要

IP management – May 2009 - Questel 56

On the fly Machine translationOn the fly Machine translation快速机器翻译快速机器翻译

Page 57: Summary 摘要

IP management – May 2009 - Questel 57

On the fly Machine translationOn the fly Machine translation快速机器翻译快速机器翻译

Page 58: Summary 摘要

IP management – May 2009 - Questel 58

Database content Machine translation (JP)Database content Machine translation (JP)机器翻译数据库内容(日本)机器翻译数据库内容(日本)

Page 59: Summary 摘要

IP management – May 2009 - Questel 59

Database content Machine translation(CN)Database content Machine translation(CN)机器翻译数据库内容(中国)机器翻译数据库内容(中国)

Page 60: Summary 摘要

IP management – May 2009 - Questel 60

New PortalNew Portal新门户网站新门户网站

Page 61: Summary 摘要

IP management – May 2009 - Questel 61

BEYOND PATENTSBEYOND PATENTS超越专利超越专利

Page 62: Summary 摘要

IP management – May 2009 - Questel 62

Industrial property is 3 foldIndustrial property is 3 fold工业财产是三维一体的工业财产是三维一体的Trademark 商标

Design 外观设计Patent 专利

Page 63: Summary 摘要

IP management – May 2009 - Questel 63

Beyond Patents: Trademarks and DesignsBeyond Patents: Trademarks and Designs超越专利:商标和外观设计超越专利:商标和外观设计• Growing importance of intangible assets 无

形资产正变得越来越重要• Industrial property is 3 fold:工业财产是三维

一体的• Patents: technical aspects 专利:技术方面• Trademark: brand name 商标:品牌• Design: shape or image 外观设计:外观形状

• Tools like statistics also apply 一些工具,例如统计方法也一样适用

Page 64: Summary 摘要

IP management – May 2009 - Questel 64

TRADEMARKSTRADEMARKS商标商标• What a trademark is 什么是商标• Information available 可以利用的信息• What we can get from trademark information

我们可以从商标信息中能得到什么

Page 65: Summary 摘要

IP management – May 2009 - Questel 65

What a trademark is (1 of 2)What a trademark is (1 of 2)商标是什么(商标是什么( 1 of 21 of 2 ))• A sign, or a combination of signs, which distinguishes the goods or servic

es of one enterprise from those of another entreprise任何能够将一个企业的商品或服务区别于另一个企业的商品或服务的符号或者符号组合• A sign used on goods or in connection with the marketing of goods 符号用于商品服务或者与商品销售有关联• The owner of a registered trademark has an exclusive right in respect of

his mark商标注册所有权人对其所注册的商标享有专用权• a trademark can be renewed indefinitely on payment of corresponding fe

es 通过支付相应的费用商标可以无限期续展Source 来源 http://www.wipo.int/freepublications/en/intproperty/895/wipo_pub_895.pdf

Page 66: Summary 摘要

IP management – May 2009 - Questel 66

What a trademark is (2 of 2)What a trademark is (2 of 2)商标是什么(商标是什么( 2 of 22 of 2 ))• performs 4 main functions 商标的四种主要功能

• To distinguish the products or services of one enterprise from those of other enterprises将一个企业的商品或服务与另一个企业的商品或服务区别开来

• To refer to a particular enterprise, not necessarily known to the consumer, which offers the products or services on the market 表明消费者没有必要知道的某一特定企业可以向市场特供商品或服务

• To refer to a particular quality of the product or service for which it is used表明所使用商品或服务的特有品质

• To promote the marketing and sale of products, and the marketing and rendering of services 促进商品与服务的市场营销和销售

Source来源http://www.wipo.int/freepublications/en/intproperty/895/wipo_pub_895.pdf

Page 67: Summary 摘要

IP management – May 2009 - Questel 67

Trademark information availableTrademark information available可以利用的商标信息可以利用的商标信息• Several kinds of data 不同种类的数据库

• Text description 文本类型• Image for figurative or semi-figurative marks象征性或半象征性标记图像

• Legal status 法律状态• Related files 关联文档

– Company names 公司名称– Appellation of origin 原产地名称– Internet domain names 互联网域名

• Two kinds of providers 两类信息提供者• National or Regional trademark offices 国家性或地区性商标局• Other Organisations 其他机构

Page 68: Summary 摘要

IP management – May 2009 - Questel 68

Trademark information on Questel Trademark information on Questel Questel Questel 商标信息商标信息

Page 69: Summary 摘要

IP management – May 2009 - Questel 69

Trademark information:sample recordTrademark information:sample record商标信息:记录样例商标信息:记录样例

Page 70: Summary 摘要

IP management – May 2009 - Questel 70

What we can get from trademark informationWhat we can get from trademark information我们从商标信息中能得到什么我们从商标信息中能得到什么

• Searching 检索• Watching 监控• Post processing 事后处理

• Statistical analyses 统计分析• Link with workflow management (docketi

ng) 与工作流程管理相关联(诉讼事件表)

Page 71: Summary 摘要

IP management – May 2009 - Questel 71

Trademark information: SearchingTrademark information: Searching商标信息:检索商标信息:检索• Major needs 重要需求

• brand name 商标名称• Field of activity (Nice classification)活动领域(尼斯分类)• Image logo (Vienna Classification) 商标图像(维也纳分类)• Owner name 所有人名称

• 2 levels 两种阶段• First level screening search (e.g. spelling)

第一阶段扫描检索(如:拼写)• Thorough similarity search (e.g. phonetics, intellectual similari

ty)详尽的同类检索(如:语音体系,知识同类理论)

Page 72: Summary 摘要

IP management – May 2009 - Questel 72

Trademark searching:Trademark searching:online sample online sample 商标检索:在线样例商标检索:在线样例

Page 73: Summary 摘要

IP management – May 2009 - Questel 73

Trademark searching:report sample (1 of 2) Trademark searching:report sample (1 of 2) 商标检索:报告样例商标检索:报告样例 (1 of 2)(1 of 2)

Page 74: Summary 摘要

IP management – May 2009 - Questel 74

Trademark searching:report sample (2 of 2) Trademark searching:report sample (2 of 2) 商标检索:报告样例商标检索:报告样例 (2 (2 of of 2)2)

Page 75: Summary 摘要

IP management – May 2009 - Questel 75

Trademark information:WatchingTrademark information:Watching商标信息商标信息 ::监控监控• Company names 公司名称• Mark names or logos 市场名称或标志• Legal status 法律状态

• Active / inactive 活跃的 / 不活跃的• Opposition 竞争对手

• For 对于• Own portfolio 自己拥有的投资组合• Competitors 竞争对手

Page 76: Summary 摘要

IP management – May 2009 - Questel 76

Trademark Watching:Sample Trademark Watching:Sample 商标监控:样例商标监控:样例

Trademark watched

被监控的商标Trademark found

查找到的商标结果

End date of Opposition period

疑义期间的截止日期 Color image (logo)

彩色图片(标志)

Page 77: Summary 摘要

IP management – May 2009 - Questel 77

Trademark information:Statistical analysesTrademark information:Statistical analyses 商标信息商标信息 :: 统计分析统计分析

1980

1982

1984

1986

1988

1990

1992

1994

1996

1998

2000

2002

2004

2006

2008

02

4

6

8

10

12

14

16

18

VUITTON - FR trademarks

CL03CL16CL25CL14CL18

CL03: preparations for laundry; soaps; perfumery; dentrificesCL16: Paper, cardboard & goods made from these materialsCL25: Clothing, footwear, headgearCL14: Precious metals; jewellery; horological instrumentsCL18: Leather & imitation of leather

Page 78: Summary 摘要

IP management – May 2009 - Questel 78

INDUSTRIAL DESIGNS INDUSTRIAL DESIGNS 外观设计 外观设计 • What an industrial design is 外观设计是什么• Information available 可利用的信息• What we can get from design

information 从外观设计信息中我们能得到什么

Page 79: Summary 摘要

IP management – May 2009 - Questel 79

What an industrial design isWhat an industrial design is外观设计是什么外观设计是什么• The ornamental or aesthetic aspect of a useful article对一件有用物品所做出的富有美感的新设计Aspect may depend on shape, pattern or color 外观可以指形状、图案或者色彩• Must have visual appeal and perform its intended function efficiently 必须视觉上吸引人并有效地表现出其功能• Must be able to be reproduced by industrial means 必须能够通过工业手段复制应用• Industrial designs can generally be protected if they are new or original 如果外观设计是新颖的或者原创的,一般都能获得保护• Usual maximum term is from 10 to 25 years 通常最长期限是 10 至 25年

Source 来源: http://www.wipo.int/freepublications/en/intproperty/895/wipo_pub_895.pdf

Page 80: Summary 摘要

IP management – May 2009 - Questel 80

Design information availableDesign information available可利用的信息可利用的信息• Varies from country to country 不同的国家是不一样的

• Part of Patent collection (e.g. US, CN)

专利专藏的一部分 ( 比如:美国、中国 )

• Sometimes, just paper collection (no publication).

有时候,仅仅只是纸质藏品 ( 不公布于众 ).

• Limited text description 有限的文本描述 • Importance of images 图形的重要性• Related files: 相关文档

• catalogues, 目录• Google Image, … 谷歌图像

Page 81: Summary 摘要

IP management – May 2009 - Questel 81

Design information on QuestelDesign information on Questel Questel Questel 外观设计信息外观设计信息

Page 82: Summary 摘要

IP management – May 2009 - Questel 82

Design information:Sample recordDesign information:Sample record外观设计信息:记录样例外观设计信息:记录样例

Page 83: Summary 摘要

IP management – May 2009 - Questel 83

What we can get from design information What we can get from design information 从外观设计信息中能得到什么从外观设计信息中能得到什么• Searching 检索• Watching 监控• Post processing 事后处理

Page 84: Summary 摘要

IP management – May 2009 - Questel 84

Design information:searchingDesign information:searching外观设计信息外观设计信息 :: 检索检索• Major needs 主要需要

• IMAGE 图像• Owner name 所有者名称• Biblio information 书志目录信息

• Image searching 图像搜索• Broad filtering via Locarno classification

http://www.wipo.int/classifications/locarno/en/

通过洛迦诺分类进行大范围过滤搜索 http://www.wipo.int/classifications/locarno/en/

• Image recognition still in its infancy 图像识别仍处于初步发展阶段• Need to quickly browse many images 需要快速浏览大量图像

Page 85: Summary 摘要

IP management – May 2009 - Questel 85

Desin information:images browsingDesin information:images browsing外观设计信息:图像浏览外观设计信息:图像浏览

Page 86: Summary 摘要

IP management – May 2009 - Questel 86

Design information:watching Design information:watching 外观设计信息:监控外观设计信息:监控

Page 87: Summary 摘要

IP management – May 2009 - Questel 87

Design information:Statistical analysis Design information:Statistical analysis 外观设计信息外观设计信息 :: 统计分析统计分析

050

100150200250300350400450

03-01 02-04 11-01 10-02 16-06

Locarno class

VUITTON - WO designs

03-01: Suitcases, briefcases, handbags, …02-04: Footware, socks & stocking11-01: Jewellery10-02: Watches16-06: Optical articles

Page 88: Summary 摘要

IP management – May 2009 - Questel 88

CONCLUSIONCONCLUSION结束语结束语

Page 89: Summary 摘要

IP management – May 2009 - Questel 89

ConclusionConclusion结束语结束语• Intellectual Property 知识产权

• is a mean of protecting Corporate intangible assets

是一种保护企业无形资产的方法• is worldwide 是世界性的

• Intellectual Property Information 知识产权信息• Widens Company description

beyond traditional Finance Indicators 超越传统的财政金融指标 , 能够以更大的视野范围描述一个企业• Allows competitive intelligence 允许智力竞争

-> Worldwide co-operation is essentia世界范围内的合作是必要的

Page 90: Summary 摘要

IP management – May 2009 - Questel 90

Thank YouThank You !!谢谢!谢谢!www.questel.com

Email: [email protected]