Study Materials

A collections of useful links and downloads

Always double check the status of the info with the latest official resources. Consult an authorised professional or legal counsel before relying on the information presented.

PCT.AppUPDATED 1 Sep 21: PCT.App


UPDATED 1 Sep 21: Complete PCT Applicant's Guide

Patent Law (PCT)

1 Sep 21: updated State annotations, included key Paris Convention articles, added internal hyperlinks between parts, full-text search now available, legal changes of 1 July 21 added. See blog post for details.

PCT.App (1/9/21)

PCT.App tackles the well-known problem that the Articles define only basic matter, and the Rules have become so convoluted that they are difficult to comprehend.

Combining my knowledge from 10 years of teaching PCT, and the highly automated IP.appify platform, we have created a pioneering legal reference for IP professionals who wish to go beyond the guidance provided in official WIPO user guides.

It is useful for daily practice, and essential for EQE candidates.

PCT.App

130 subjects are organized into 18 parts by merging the order of the Articles with the chronological order of the WIPO Applicant’s Guide. Each subject includes the most relevant provisions - less relevant parts are hidden. All Articles & Rules are included at least once..

Legal texts and comments are displayed side-by-side. Standardized layout & marking is used to emphasize keywords, time limits, fees, languages, and legal consequences.

Extensive comments, internal cross-references and external lniks are assigned per paragraph. Overviews & explanation are provided for complex subjects such as priority, remedies, representation and filing date requirements.

It is sufficiently detailed for the EQE without further annotation.

Subscribers can digitally navigate up-to-date legal texts on their mobile devices, and further shape the materials by adding / hiding legal texts & comments. No need to transfer notes when the law is updated.

New: Subscribers can print-on-demand their own customized color copy.

Order in English or German

  • Online (self-editable, colour):

subscription (EN / DE)Yearly - IP.appify
  • 18x25cm book (50 or 90g paper, B/W):

11 Sep 20 (EN / DE)596 pages, 19mm or 34mm thick

Complete PCT Applicant's Guide

Applicant’s Guide (AG-IP & AG-NP) covers common issues, but theComplete PCT AGre is a lot more available.

This book includes all the higher and lower levels of the WIPO Guidelines.

Useful for everyday use by attorneys & administrators. However, always double check the status with latest
resources and national patent offices before relying on the information.

It includes:

  • PCT States & Fee Table
  • AG-IP - Introduction to International Phase
  • AI - Administrative Instructions
  • Overview of available Applicant & Office forms
  • RO GL - Receiving Office Guidelines
  • ISPE GL - Intern. Search & Exam. Guidelines
  • AG-NP - Introduction to National Phase

All parts include our Detailed Table of Contents, page numbers, and indicates sections with major changes in last 3 years.

Recommended for EQE candidates - EPO-PCT Guidelines refer to sections of AI, RO GL, & ISPE GL. Answers at EQE should be supported by PCT Articles, Rules & EPO-PCT Guidelines (IPREE R.22) citations.

  • PCT Articles & Rules and EPO Guidelines are NOT included.
  • Book store pages include detailed content lists for each version
  • Thin 50g "bible" paper is used to reduce thickness & weight. Contents are B/W. Printer is Pumbo.

Order 16 x 23cm book in English:

1 Sep 21756 pages, 2.7cm thick, 756gEQE22
1 Sep 22Expected to be on sale 1 Oct 22EQE23

1 Sep 2021 includes:

  • Very few legal changes in 2021, so many references from 2020 are still valid.
  • Treaty Memberships, Fees & Reservations: 1 Sep 21
  • Overview of forms: 1 Sep 21
  • AG-IP, AI, RO GL: 1 Jul 20
  • ISPE GL: 1 Jul 21
  • AG-NP: 6 Aug 20
  • New: Biological Deposits (Annex L), Overview of Reservations.

EPO as a PCT Authority

This book covers EPO procedures during filing, search & examination of PCT applications filed at EPO. It also EPO as PCT Authoritycovers PCT entry into EP phase, and formalities after entry.

Useful for daily practice by those dealing with the EPO.

Includes references considered essential for EQE candidates. For answering questions, EPG will help with the general part and a lot of the details. GL/PCT-EPO and GL/EPO are official references.

It includes:

  • OJ EPO Decisions & Fees relevant for PCT
  • PCT Annexes for EPO as RO / ISA / SISA / IPEA / DO & EO
  • Full Text & Notes for all PCT Applicant Forms & EP Entry Form 1200
  • Examples of 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 EPC/PCT Articles & Rules or WIPO Guidelines.

All parts include our Detailed Table of Contents, page numbers, and indicates sections with major changes in last 3 years.

Answers at EQE based on Guidelines should be supported by EPC/PCT Articles, Rules, GL/EPO, GL/PCT-EPO Guidelines (IPREE R.22) citations.

EPO switching in 2021 to 1 Mar cycle for GL/PCT-EPO and GL/EPO. Earlier versions (1 Nov 19) remain in force until 28 Feb 21. Update cycle for EPG is 1 Jan each year, available around 14 June.

  • Book store pages include detailed content lists for each version
  • Thin 50g "bible" paper is used to reduce thickness & weight. Contents are B/W. Printer is Pumbo.

Order 16x23cm book in English:

31 Oct 202cm thick, 650g
- with EPG 1 Jan 20 version
EQE21
1 Nov 20EPO switched to 1 Mar cycle. No new GL/EPO or GL/PCT-EPO.------
1 Sep 21With EPG 1 Jan 21 and GL/PCT-EPO 1 Mar 21. Expected to be on sale 24 Oct 21.EQE22

Sample EPO as PCT (EN) 31 Oct 20

PCT References - Part 1 & 2

WIPO no longer provides a paper version of their Applicant’s Guide, preferring to keep their website up-to-date. For daily practice and exams, some practitioners may prefer a Part 1: Overviewsprinted version for the overview – however, details should always Part 2: Annexesbe checked on the WIPO or Office website.

Details from the Applicant’s Guide are essential for the EQE exam. For example, legal questions are regularly directed to competent ISA’s, national entry time limits, fees due on filing.

For EQE Candidates:
Every year, WIPO produces a pdf of the complete Applicant’s Guide, including all annexes, specifically for Pre- and Main Exams. But it is 2070 pages and much will never be required.
Using Regulations, past papers and comments from EQE Committees, this abbreviated & improved version has been created to lighten the load and to save a few trees. It adequately covers what you may need, and includes many extra WIPO/EPO overviews to speed up answering questions.

It is available in two parts, status 31 Oct:

Part 1: Overviews / References

  • Treaty membership, legal reservations, entry deadlines, fees, applicant forms, DAS, PPH, restoration of priority, international exhibitions, excusing delays, security restrictions, biological deposit indications.
  • Latest versions of AG-IP and AG-NP, with our Detailed Table of Contents

Part 2: Annexes

  • Info from international and national annexes for the most used Offices and States only

New in 31 Oct 20 version: some font sizes increased, re-organized with updated titles, now based on Top 20 RO's and DO/EO's instead of Top 15, added Annex L (biological material indications), international exhibitions, PCT Practical Advices about DAS, due care, excusing delays.

  • See blog post for advice on which version to choose
  • Book store pages include detailed content lists for each version
  • Thin 50g "bible" paper is used to reduce thickness & weight. Contents are B/W. Printer is Pumbo.

Order 16x23cm books (Eng):

Both parts must be added separately to basket:

31 Oct 20Part 1: Overviews: 427 pages, 1.8cm thick, 475gEQE21
31 Oct 20Part 2: Annexes: 636 pages, 2.5cm thick, 620gEQE21
31 Oct 21Expected to be on sale 30 Nov. 21EQE22

Sample Part 1 Overviews - 31 Oct 20
Sample Part 2 Annexes - 31 Oct 20

Free download (Eng):

  • Conditions = Attribution, Non-Commercial Use, No Derivatives.

  • If it helps, buy me a kopi luwak. Thx!If it helps, maybe buy me a kopi luwak. Thx!

31 Oct 20 10MB
Part 1: Overviews
Direct
or Google
EQE21
31 Oct 20 14MB
Part 2: Annexes
Direct
or Google
EQE21
31 Oct 21 Expected Dec 21EQE22

Patent Law (EPC)

EPC.App (1 Apr 21)

EPC.App is an up-to-date annotated European Patent Convention, designed to optimize finding the most relevant information.

It is suitable for daily practice, and for EQE candidates. A knowledgable IP professional can quickly scan & find the legal points they need.

Using their own EQE materials and the online legal platform IP.appify, the authors have carefully selected and abbreviated their comments & references. So, candidates should prepare by using it extensively to answer legal questions, so that the annotations trigger the correct knowledge at the exam..

EPC.AppThe order of the Articles is adopted, followed by the most relevant Rules.

All articles, rules and protocols of the EPC as well as the Rules relating to Fees are fully reproduced. References between provisions are commented & annotated. Summaries from the Examination Guidelines, Official Journal articles and case law are included.

Standardized layout & marking is used to emphasize keywords, time limits, fees, languages, and legal consequences, either in black & white (printed book) or color (online).

Legal texts and comments are displayed side-by-side. Selected comments are assigned per paragraph with internal cross-references & external links.

Subscribers can digitally navigate up-to-date legal texts on their mobile devices, and further shape the materials by adding / hiding legal texts & comments. No need to transfer notes when the law is updated.

NEW: since 1 Jan 21, they can use print-on-demand service to order personally customized color paperback.

Order in English or German

  • Online (self-editable, colour):

subscription (EN / DE)Yearly - IP.appify
  • 17x24cm book (90g paper, B/W):

1 Apr 21 (EN / DE)420 pages, 2.4cm thick

Indexed EPO-EPC Guidelines (EN)

This book covers EPO procedures during filing, search, examination, grant & opposition of EPC Indexed EPO-EPC Guidelinesapplications filed at EPO. It also briefly covers entry of PCT applications into EP phase.

Includes the complete official GL/EPO (EPO/EPC Guidelines), which are considered essential for exam candidates, and for professionals dealing with European patent applications in their daily life.

It includes:

  • Our Detailed Table of Contents
  • Complete official EPO Guidelines (GL/EPO)
  • Official Index for Computer-Implemented Inventions (CII's)
  • Official Alphabetical Keyword Index
  • Official List of Sections Amended

Does not include EPC Articles & Rules or PCT-specific materials.

The official indexes per part have been replaced by our combined Detailed Table of Contents at the front, with page numbers, and indicating sections with major changes in last 3 years.

Legal citations & references are underlined, making them easier to spot. Answers at EQE based on EPC Guidelines should be supported by EPC Articles, Rules, GL/EPO Guidelines (IPREE R.22) citations.

  • Book store pages include detailed content lists for each version
  • New this year: a modified layout by Ignacio Lobato, which more fully uses the page size., halving the total number of pages.
  • Fewer pages means we now offer a Study Edition, with thicker paper that is more suitable for intensive tabbing, annotating and highlighting
  • A Portable Edition is also available with thinner 50g "bible" paper to reduce thickness & weight.
  • Contents are B/W. Printer for EU is Pumbo.
  • For non-EU orders, Study Edition is on Amazon

Order book in English:

1 Nov 20EPO switched to 1 Mar cycle. No new GL's from EPO.------
1 Mar 21 (thick)Study edition: 21x29cm, 488 pages, 2.6cm thick, 80g paper, 1250gEQE22
AU, CA, JP, UK, USStudy edition: 21.6x28cm, 488 pages, 2.8cm thick, 90g paper, 1400gEQE22
1 Mar 21 (thin)Portable edition: 21x30cm, 488 pages, 1.5cm thick, 50g paper, 750gEQE22
1 Mar 22Expected to be on sale 30 Apr 21EQE23

Sample - GL (EN) 1 Mar 2021

National Law & Validation

EPO no longer provides their National Law tables on paper. For daily practice, some prefer National Law & Validationa paper version (always check details with the up-to-date EPO website or the national office).
For the EQE exam, it is essential to have the tables - DI questions are regularly directed to translation requirements after grant and annuities.

Our book is based on the html pages and not the official table pdf's - this improves readability on an approx. A5 page size. The order of the States in each table is determined by the EPO html pages.

Tables II, IIIA, IIIB, IV, V, VIA, VIB, VII, IX and X are included for each Contracting, Extension and Validation state. Tables I and VIII are less relevant in practice, and irrelevant for the EQE, so they are left out.

Page numbers & an index have been added. Validation overviews with flowcharts are included for Morocco, Moldova, Tunisia & Cambodia. Georgia is also mentioned, although the agreement is not yet in force. Our overview of European states is also included, showing dates of accession to Paris Convention, EPC & PCT, PCT entry time limits, and automatic validation status.

  • See blog post for advice on which version to choose
  • Book store pages include detailed content lists for each version
  • Thin 50g "bible" paper is used to reduce thickness & weight. Contents are B/W. Printer is Pumbo.
  • New in 31 Oct 20: increased font for tables (so book is 30% longer), includes draft validation agreement for Georgia (not yet in force).

Order 16x23cm book in English:

31 Oct 20506 pages, 2cm thick, 500gEQE21
31 Oct 21Expected to be on sale 30 Nov 21EQE22

Sample Nat Law 31 Oct 20

PCT Resources

To learn how PCT works, listen to these Learn the PCT videos, stop them regularly, and find the subjects in the PCT Applicants Guide.

EQE Blogs

Salted Patent BlogPete's tips & info to help trainee patent attorneys pass the EQE. Also on LinkedIn.

EQE Courses

  • Maastricht University Courses
  • EQELIBRIUM Mock Camp

Recommended Printer

PUMBO provides printing services, including true Print-on-Demand. They also offer thin 50g/60g paper. Automated portal for uploading new books and a good customer service.

Formalities

Training for Administrators & Formalities

  • Hands-on: Essential PCT Formalities
  • Cross-over: Trademarks & Designs for Patent experts
  • Cross-over: Patents for Trademark & Design experts
  • In-depth Patents & Utility Models
  • In-depth Trademarks & Designs
  • Advanced PCT

PCT Resources

To learn how PCT works, listen to these Learn the PCT videos, stop them regularly, and find the subjects in the PCT Applicants Guide.

Patent Law History

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. It is useful for anyone studying the PCT, and its history - 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.

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

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

  • Order as approx. A5 book (17 x 24cm):

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

Nothing in our training or study materials is to be considered as legal advice - our resources are intended for educational and informational purposes only. IP law is highly complex and continuously changing, so always double check the status with the latest official resources. Consult an authorised professional or legal counsel before relying on the information presented. In particular, the authors and Fireball Patents do not accept liability for the accuracy of the information or for any printing errors.