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Jean J. de Jong edited this page Feb 8, 2023 · 35 revisions

New features

2023-02-08 Automatic family import from Open Patent Services (OPS)

OPS provide a REST API for accessing world-wide patent information. We have integrated this service to automatically import a whole patent family into phpIP by just providing one of the publication numbers in the family.

The tool is available through the menu Matters->Create family from OPS

Use with caution, as we have not tested all the possible complex cases. Check in particular the multiple filings in the same country (divisions, continuations, internal priorities).

Sometimes you need to be patient after pressing "Create".

The format of the publication number must be respected. You can choose any number in the family, so you might as well choose the EP number if available.

What is actually imported for each family member:

  • Country
  • Filing information (date, number)
  • Publication information
  • Grant information
  • Priority information (earliest priority)
  • The English title
  • Links between patents (PCT national phases, divisionals, continuations...)
  • Applicants and inventors (if they're not present in the actors table, they will be created)

European validations are not imported. They are not (consistently) available in OPS (or I have not found how to access them...).

Importing applicants and inventors is complicated and may be subject to errors, because this requires the management of their presence or insertion in the actors table, with variable spelling. They are indicated in the "notes" of the first patent for checking.

To use the functionality, you must first create an account and a pair of application keys on the OPS site:

https://developers.epo.org

Once your account is created and connected, go to "My Apps" on the top right. Create a "phpip" App and provide the generated keys in the .env file:

OPS_APP_KEY=<Consumer Key>
OPS_SECRET=<Consumer Secret Key>

2021-01-08 Document drag-and-drop merge functionality

Use your favorite DOCX templates to merge them with the data of a matter displayed in phpIP by simple drag-and-drop.

Check the dedicated Wiki section

2019-12-08 Renewal process management tool

This tool manages renewal watching, first calls, reminders, payments and invoicing of renewals. Emails are created for each step for a client's portfolio. The emails may be sent automatically or to oneself as a template for resending.

Check the dedicated Wiki article.

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