Study Materials

A collections of useful links and downloads

NEW: Annotated PCT (online or book) - see below

NEW: Annotated PCT (online or book) - see below

NEW: Indexed EPO Guidelines (see below)

NEW: Indexed EPO Guidelines (see below)

PCT.App (1/10/19)

Traditionally annotated laws and treaties follow the structure of the law itself, reciting articles and rules in numerical order with relevant annotations, Students must master the inherent logic of the law and the logic of the author who decides where annotations are included.

Unfortunately, this approach breaks down with PCT - the legal structure has become convoluted & contradictory due to years of amendments to the Rules only. The provisions no longer reflect how PCT works in practice.

PCT.App uses the flexibility of the electronic platform to provide a more logical organised annotated PCT.

The main structure is based upon the chronological processing of the international application. Also, overviews are provided of the interactions and obligations relating to applications and parties.

Entry into the European phase is also covered, showing how the PCT requirements are translated into EPC Articles and Rules.

PCT.App allows students to shape their own reference according to their own logic, and to add comments in areas that they struggle with.

Bidirectional references are also possible between EPC and PCT.

EQE 2020 (status 1/10/19):

  • Subscription including annotations:

PCT.AppOnline platform, with standard author's annotations
EPC.AppOnline platform, with standard author's annotations
  • Order as A4 book:

PCT-App:

will be available in Dec. 2019 with standard author's annotations

EPC-App:

434 pages with standard author's annotations

Records of the Washington Diplomatic Conference on PCT (1970)

Between 25 May 1970 and 19 June 1970, the Washington Diplomatic Conference took place to finalise the text of the PCT.

We are simply providing a convenient printing service to make this useful document more easily accessible. No copyright is claimed - the text of this book is available for free download from the WIPO website: www.wipo.int/pct/en/texts/washington.html

The book has been reduced to 165 x 241mm. It is 844 pages, and printed in black and white on thin 50gr bible-paper. It has been made a little larger than A5 to improve readability.

This book is useful for anyone studying the PCT, and its history..

By having it on paper, it is more convenient to jump between the different sections.

As well as many comments from the delegations, it also contains the original text of the articles and rules as entered into force on 1 June 1978.

Most useful are the notes by the WIPO giving some background, how each provision relates to the rest of PCT and cross-references between the corresponding articles and rules.

The indexes are also quite detailed, allowing discussions to be found about particular provisions.

No copyright is claimed - the text of this book is available for free download from the WIPO website

  • Order as approx. A5 book (165 x 241mm):

WDC-PCT (1970)2.9cm thick844 pages (865 gr)

Complete PCT Applicant's Guide

PCT is very fragmented. There is a lot from the WIPO, but you need to know where to look.

The Applicant’s Guide (AG-IP & AG-NP) cover most common issues, but there is a lot more available.

This book also includes the lower level documentation provided by the EPO. It is suitable as a desktop reference for everyday use by attorneys and administrators. It is less suitable for EQE use.

It includes:

  • Introduction to International Phase (AG-IP) with my detailed contents, page numbers, and sections with a major in last 3 years

  • Administrative Instructions (AI) = procedures to be followed by formalities officers at PCT authorities (referenced in AG-IP as “Section xxx”)

  • Overview of available Applicant & Office forms

  • Receiving Office Guidelines (RO GL) = procedures to be followed by RO’s.

  • International Search & Examination Guidelines (ISPE GL) = procedures & substantive rules to be followed by ISA’s & IPEA’s

  • Introduction to National Phase (AG-NP) with my detailed contents, page numbers, and sections with a major in last 3 years.

Does not include legal provisions, treaties or EPO Guidelines.

Do not use for the EQE - it is much too detailed. Use the PCT References for EQE listed below.(that also includes the AG-IP and AG-NP).

Includes the Jan 2019 versions of the WIPO documents. Added Overview of PCT states and PCT Fees on 1 Jan 2019.

31 Jan 2019 version:

  • Order as A5 printed book (21 x 14cm):

Complete
PCT Applicant's Guide
2.1cm thick668 pages
(530 g)
  • Note that the legal texts are just out of date from 1 Jul 2019 - newer versions are available on WIPO website
  • A newer version of this book will be published in the future.

Indexed EPO Guidelines

The EPO no longer offers this on paper. So you have to print out the 960 pages yourself.

My version is printed on A5-sized 50g bible paper - a convenient format as a desktop reference, to take to oral proceedings, or to take to the EQE.

The EPO publishes a new version of EPO Guidelines every year on 1 November.

  • For the EQE, the text valid on 31 Oct in the year before the exam is considered the official version.

  • However, answers the version based upon 1 Nov. version are usually accepted (but note once in answer version used).

It improves on the official versio1 Nov 2018 versionn by:

  • providing a single Detailed Table of Contents at the front (instead of per part), to quickly scan the paragraphs
  • using page numbers
  • indicating sections with a major amendment in the last 3 years

Legal citations & references are underlined, making them easier to spot.

It also includes the official Computer-Implemented Inventions (CII) Index, Alphabetical Keyword Index & List of Sections Amended referring to section numbers.

Versions:

1 Nov 2018In-force: 1 Nov 18 to 31 Oct 19
Official version for EQE 2020
1 Nov 2019In-force: 1 Nov 19 to 31 Oct 20Official version for EQE 2021.
May use at EQE 2020, but note version used once.

New: 2019 version is 10% larger, and a larger font is used in the Detailed Table of Contents, to improve readability.

Order as A5 printed book:

1 Nov 20182.8cm thick
14x21cm
920 pages (730g)
1 Nov 20193cm thick
16x23cm
916 page (865g)

EPO as a PCT Authority

New in 2019: the most important PCT reference materials provided by EPO, covering their role as RO, ISA, SISA, IPEA, DO/EO:

  • OJ EPO Decisions & Fees relevant for PCT
  • EPO PCT Annexes
  • Applicant Forms
  • PCT-related EPO communications
  • Euro-PCT Guide (EPG)
  • EPO-PCT Guidelines (GL/PCT-EPO)
  • EPO Guidelines (GL/EPO) – PCT part only (Ch. E-IX)

Does not include legal provisions, treaties or WIPO Guidelines.

This book can be used as a desktop reference, or to help when preparing for the European Qualifying Exam (EQE).

In 2017, the EPO-PCT Guidelines were added to the official list of EQE reference documents. The Euro-PCT Guide has always been a useful reference for the EQE.

For these guidelines, my Detailed Table of Contents are also included, showing page numbers & sections that have undergone a major change in the last 3 years:

  • Euro-PCT Guide (EPG)
    (As reference numbering was completely changed in 2019, both 2018 and 2019 refs are included)
  • EPO-PCT Guidelines (GL/PCT-EPO)
  • EPO Guidelines – PCT part only (GL/EPO E-IX)

Versions:

1 Oct 20181 Jan 19:
- EPG
1 Nov 18:
- EPO-PCT GL
- EPO GL (part E-IX only)
Official version
for EQE 2020.
May use at EQE 2019,
but note version
used once.
1 Nov 20191 Jan 19:
- EPG
1 Nov 19:
- EPO-PCT GL
- EPO GL (part E-IX only)
Official version
for EQE 2021.
May use
at EQE 2020, but
note version
used once.

Order as A5 printed book (21 x 14cm):

1 Oct 20192.0cm thick612 pages (480g)
1 Nov 2019Available 22 Nov 19

PCT References for EQE

Every year, on 31 October, WIPO produces a printable version of the complete Applicants Guide, including all annexes, specifically for the Pre- and Main Exams. The current version can be found here. But it is 1980 pages and much of it will never be required at the exam.

I have produced this abbreviated & improved version to lighten the load and to save a few trees. It is available for download to print yourself, or you can order an A5-sized book.

Using Regulations, past papers and comments from Examination Committees, I have limited it to adequately cover what you may need. In addition, I have added many useful overviews from the WIPO/EPO websites and OJEPO's which can speed up answering questions during the exam.

My book is available in two parts, and reflects the status on 31 October:

Part I: References

  • Useful overviews from WIPO website
  • Overviews of fees
  • Latest versions of AG-IP and AG-NP, with my Detailed Table of Contents

Part II: Annexes

  • Info from international and national annexes for relevant States only

EQE 2019 (status 31/10/18):

  • Download version:

To save paper, print with 2 pages on each A4 side. If problems with links, try Google Drive.

Part I - References8 MB350 pages
Part II - Annexes
23 MB550 pages
  • Order as A5 printed books (21 x 14cm):

The EQE 2019 versions can no longer be ordered. New versions will be available in Nov 2019 for EQE 2020.

National Law Book for EQE

For the exam, it is important to have up-to-date details from the tables. Although the EPO updates the info on their website in October, these tables are no longer available to order op paper.

The last official version is here and can be printed on A4 paper yourself. But, not everyone likes the horizontal tables, and the small font makes it difficult to read if printed smaller.

My book is made with the EPO webpages, resulting in a bigger font. It is available for download to print yourself, or you can order an A5-sized book.

Tables I and VIII are irrelevant for the EQE, so they are left out. I have added page numbers & an index, and validation information from the OJEPO for Morocco, Moldova, Tunisia & Cambodia.

Also inclides an overview of states showing their dates of accession to Paris Convention, EPC & PCT., PCT national entry time limits, whether PCT national routes are closed and whether validation is automatic after grant.

EQE 2019 (status 31/10/18):

  • Download version:

To save paper, print with 2 pages on each A4 side. If problems, try Google Drive.

Nat Law & Validation

8 MB

430 pages

  • Order as A5 printed book (21cm x 14cm):

The EQE 2019 version can no longer be ordered. A new version will be available in Nov 2019 for EQE 2020.

Practice using "EQE paper"

For each paper , do the exams of the last 4-5 years.

You need to practice writing by hand - practice on A4 EQE paper to get used to the format..

You get official A4 sheets of paper during the exam to write your answer on.

You are only allowed to hand-in papers you made at the exam - no pre-prepared materials. However, you are free to take and use any materials and tables you want to help in analysing the papers, as long as they are not electronic.

This is a mock sheet you can print out and use for practice, but don't try and hand them in at the actual exam:

Mock_EQE_paper - practice.pdf