知识产权研究院

是否需要进行专利和商标检索

是否需要进行专利和商标检索?

作者: Danielle Carvey

搜索知识产权保护相关信息时,您可能会看到专利和商标检索等术语,但是您清楚这是强制性的还是建议性的,以及由谁来进行这类检索?

可专利检索又称之为现有技术、专利或新颖性检索。进行这类检索是为了查找同一发明是否已被他人公开或是否存在近似发明。可专利性检索并非强制,通常在撰写专利申请时进行。此外,在审查您的申请时,专利局也会进行这类检索。

商标检索有助于确定同一商标是否已注册。在大多数国家,申请前进行商标检索并非强制,但是需要注意的是,在很多国家,商标检索为审查程序的一部分。

但是您如何清楚自己是否需要进行检索?专利检索的结果有助于您决定您的发明是否值得申请专利、评估专利授权的成功率以及为可能下发的审查意见准备答复。

对于商标而言,好处也非常多;您可以避免不必要的侵权,申请前便可考虑您的后续行为以及发现会提出异议的潜在竞争对手。

如进行检索,建议您寻求专业商标或专利代理人的帮助。

相关文章

Patent priority rights play a pivotal role in the protection process for inventions, however, securing and maintaining such priority rights can be complex. Patent applicants can find themselves unintentionally losing the priority right to their invention due to unforeseen circumstances, and whilst it may not be ideal, there are solutions that could lead to their reinstatement in certain situations.

Application

Patent priority rights grant applicants an exclusive right to file for patent protection for their invention based upon an earlier application filed by the applicant. Priority rights are facilitated in multiple areas through international treaties such as the Paris Convention and the Patent Cooperation Treaty (PCT), for example.

Some jurisdictions allow for the reinstatement of patent priority rights if the failure to meet deadlines and subsequent lapse of priority was due to "due care", or if the lapse of priority was due to "unintentionality." These jurisdictions typically include countries that adhere to the Paris Convention for the Protection of Industrial Property, however, specific criteria and procedures for reinstatement vary by jurisdiction. Due to the nuanced nature of priority restoration, it is crucial to consult the patent laws and regulations of each country for detailed information on the requirements and process for reinstatement of priority rights.

As per the PCT, in instances whereby a patent application possesses an international filing date later than the date the priority period lapsed, the applicant may request restoration of priority if done so within two months from the initial expiration date and if the Office finds that the correct criteria apply.

Grounds for reinstatement

Due Care

One available route for the restoration of priority is by applying for reinstatement based upon due care criteria. In the sphere of patent priority rights, due care refers to the level of responsibility and diligence expected from patent applicants in managing their applications and complying with relevant regulations and obligations. There are generally strict criteria which must be met in order to obtain reinstatement of a priority right via due care grounds.

If a lapse of priority is deemed to have occurred in spite of due care that a “reasonably prudent applicant would have taken” in the patent application process, the priority rights may be restored for an applicant by an IP Office.

In order to meet the standards for due care criteria for the reinstatement of priority rights, patent applicants must demonstrate that they have met a series of high standards as it is not sufficient for an applicant to simply demonstrate that they had generally taken precautions to adhere to time limits, for example.

Instead, the applicant should demonstrate that they exercised complete due care for the entire application, with the Receiving Office assessing all factual elements of the applicant's actions pertaining to the filing of the international application up to the expiration of the priority period. Any actions taken by the applicant after the expiration of the priority period will not be taken into consideration when determining whether the applicant took all actions necessary to demonstrate due care.

Due Care Criteria

The criteria that will typically be examined by an IP Office in order to establish that an applicant took all due care in order to reinstate a priority right include:

1. Lack of Knowledge by the Applicant
2. Lack of Financing by the Applicant
3. Human Error by the Applicant or Agent Himself
4. Miscommunication between the Applicant and the Agent
5. Absence from the Office by the Applicant or Agent
6. Human Error by the Agent’s or Applicant’s Staff
7. Docketing System Error
8. Facsimile or Software Submission Failure
9. Postal Service Difficulties
10. Force Majeure

The IP Office will factually analyze each of these criteria in accordance with the requirements and in comparison to what actions they would deem a “prudent applicant” would have made in order to have complied with the due care criteria.

Unintentionality

The Unintentionality Criterion is another possible route for the reinstatement of priority rights, and overall the requirements for the meeting of such criteria are less stringent than those needed to prove due care was taken by an applicant.

Overall, a Receiving Office should restore a priority right if it is found that any failings on behalf of the applicant to file the international application within the set priority period was unintentional. In order to meet this criteria, an applicant must be able to demonstrate that they did not deliberately refrain from filing the international application within the priority period and that they had every underlying intention to file within the priority period.

Unintentionality Criteria

Some of the most common circumstances that apply for the unintentionality ground for reinstatement of priority include:

1. Lack of awareness
2. Misunderstanding of the law
3. Reliance on incorrect information

In essence, the focus on whether the applicant should meet the unintentionality criteria or not should lay upon the Receiving Office’s assessment as to the applicant's intent at the expiration of the priority period, regardless of their intent before or after the priority period.

Statement of Reasons

Whether an applicant intends to rely on the due care or the unintentionality criteria in order to apply for the reinstatement of priority rights, the applicant is required to set forth to the Receiving Office the reasons why the application was not filed within the established period. These reasons should be submitted in the form of a “Statement of Reasons.”

With regard to said statement in relation to the due care criterion, it should contain a detailed description of all facts and circumstances that amounted to the late filing of the international application past the priority expiration. Further, the statement of reasons in relation to due care grounds for reinstatement should also depict any remedial steps or alternative remedies that the applicant sought in an attempt to file the application within the priority period.

If the grounds for reinstatement are based upon the unintentionality criterion, the statement of reasons should detail that any failure to comply and submit the international application within the assigned priority period was entirely not intentional. Should the Receiving Office not find the statement of reasons sufficient, they may invite the applicant to submit a revised statement.

Moreover, supporting evidence will assist alongside the Statement of Reasons in demonstrating that the lapse of priority for an applicant should be reinstated based on either the due care criteria, or the unintentionality criteria.

Overall, reinstatement of priority owing to grounds of due care is a more strict criterion that focuses on the proactive measures taken by individuals or entities to prevent intellectual property infringement, whilst the unintentionality criterion is typically more flexible.

In amongst the nuances of priority reinstatement regulations, there is hope for applicants who may have lost patent priority rights. If you are interested in learning more about the possibilities of reinstating patent priority rights, or if you would like our assistance with your matter, contact us via our social media or website at https://www.ip-coster.com!

根据《欧洲专利公约》第115条的规定,任何人均可就一件欧洲专利申请或正在申请中的欧洲专利向欧洲专利局(EPO)提交其意见,以便向EPO审查员提供相关信息。此类提交被称之为第三方意见(TPO),在专利申请过程中发挥着重要作用。

第三方意见可以加快专利申请流程。根据《欧洲专利公约》第115条的规定和第114条规则,在审查期间提交非匿名、有充分依据的意见来证明发明缺乏可专利性有助于加快EPO下发审查意见通知书。这一机制不同于提交PACE请求。PACE请求仅会加快EPO的实质审查流程。

第三方意见会同时发给审查员和申请人,以供参考和评述。这不仅有助于防止错误授权专利,也有助于对专利权利要求书进行修改。除此之外,第三方意见会缩小授权专利的保护范围。

第三方意见可基于可专利性、新颖性、创造性、公开的充分性、缺乏清楚性或不合规的修改。应在申请过程中提交意见,以有效影响审查结果。如在专利授权后提交第三方意见,则不予考虑,也不可用于文件审查。

通常通过EPO网站上的在线表格提交第三方意见,无需缴纳官费。必须以EPO官方语言(英语、德语或法语)提交第三方意见并解释其依据。相关证明文件可用其他语言提交,但是EPO或许会要求在指定期限内提交官方语言之一的译本。

第三方意见也可匿名提交,但是值得注意的是,提交方不得为申请过程中的一方或是在提交第三方意见后加入申请过程。EPO不会直接告知提交方对其第三方意见所采取的后续行动,但是结果会在EPO的审查意见通知书中说明并公布。

第三方意见对于实现有效的专利审查流程至关重要。外部提供的相关材料有助于EPO获取更多的信息和专业知识,改善审查流程,确保授权的专利符合欧盟的高标准。

 

翻译:徐晨星

欧亚专利局(EAPO)成立于1995年,是一个政府间组织,以《欧亚专利公约》(EPC)为准则,旨在促进该地区知识产权的保护和发展。EPC于1994年9月9日首次签署,次年8月12日生效,标志着EAPO正式成立。

EAPO的成员国包括独联体国家(CIS)和非独联体国家,有助于促进知识产权领域的国际合作。截至2024年,成员国包括亚美尼亚、阿塞拜疆、白俄罗斯、哈萨克斯坦、吉尔吉斯斯坦、俄罗斯、塔吉克斯坦和土库曼斯坦。EAPO总部位于俄罗斯,官方语言为俄语。

EAPO的主要目标是通过在8个成员国提交一件欧亚申请,推动发明和外观设计相关的知识产权保护。因此,在简化欧亚地区知识产权申请流程中,EAPO起着至关重要的作用,为发明人和企业提供了一个统一的平台,为其同时在多个成员国寻求知识产权的保护提供了可能性。因此,EAPO体系有助于简化申请发明和外观设计保护的流程,削减开支,提高效率,从而促进该地区创新和技术的发展。

欧亚专利局成立初始即致力于保护欧亚专利,并在2019年通过《欧亚专利公约工业品外观设计保护议定书》后,于2021年6月开始受理区域外观设计保护的申请。

如要在EAPO成员国获得欧亚专利,申请人仅需向EAPO提交一件申请,不限语言,但需在之后2个月内递交其俄文译本。如已缴纳相应费用,此期间可延长至4个月。也可通过PCT申请进入欧亚地区获得欧亚专利,应自最早优先权日起31个月内。欧亚专利申请应申请人请求进行实质审查。巴黎公约进欧亚,应自检索报告公布之日起6个月内提交实审请求;PCT进欧亚,应在进入欧亚地区时同时提交实质审查请求。

授权欧亚专利后,专利权人可选择需缴纳维持费的成员国以及恢复因未缴纳维持费而失效的欧亚专利。在部分发明领域,申请人也可要求延长欧亚专利的有效期。自欧亚专利公布之日起至缴纳首次年费期间,专利权人对其发明专利在欧亚地区有独占权。

需直接向EAPO缴纳欧亚发明或外观设计专利相关费用,而非单独缴纳至各个成员国。如提供国际检索报告或由其他国际检索单位(ISA)开具的PCT检索报告,可减缴25%的欧亚专利申请费。如此类报告由俄罗斯联邦知识产权局开具,可减缴40%的申请费。

自2022年起,以《专利合作协定》(PCT)为准则,EAPO成为国际检索单位(ISA)以及国际初审单位(IPEA)。

EAPO积极参加多项国际合作,包括与非洲知识产权组织(OAPI)、非洲地区知识产权组织(ARIPO)、欧盟知识产权局(EUIPO)、欧洲专利局(EPO)以及世界知识产权组织 (WIPO) 签署《谅解备忘录》(MoU's)。

此外,EAPO还与日本专利局(JPO)、韩国知识产权局(KIPO)、芬兰专利注册局(PRH)以及EPO在内的全球多家知识产权局开展专利审查高速路项目。通过与签署PPH协议的各个知识产权局共享审查结果,加快了整个专利申请流程。

EAPO致力于知识产权保护,为该地区的研究、发展和经济增长创造了一个良好的环境。如您想了解在欧亚或通过EAPO申请知识产权保护的更多信息,请通过社交平台联系我们或 点击此处!

 

翻译:徐晨星

欧盟知识产权局(EUIPO)成立于1994年,是一个地区性的知识产权局和欧盟机构,总部位于西班牙阿利坎特。因此,EUIPO致力于保护欧盟商标(EUTM),过去称之为“欧共体商标”,以及注册共同体外观设计(RCD)。EUIPO还有一个法语名称,即Office de l'Union européenne pour la propriété intellectuelle。

EUIPO根据欧洲议会和理事会于2017年6月14日制定的关于欧盟商标2017/1001号条例(EU)成立和运作。作为知识产权相关事务的国际中心,EUIPO使用5种工作语言,即英语、法语、德语、意大利语和西班牙语。EUIPO受理的申请可用欧盟23种官方语言处理。

注册共同体外观设计以及通过EUIPO注册的欧盟商标可在所有欧盟成员国享受统一保护效力。EUIPO会公布注册的商标和外观设计并在所管理的相应知识产权登记簿中披露相关信息。欧盟商标登记簿通常包括所有欧盟商标申请和注册的详细信息,而欧盟外观设计登记簿常含有已注册的欧盟外观设计相关信息。这两个登记簿会持续更新,跟进欧盟商标或注册式欧盟外观设计的修改,例如所有权信息和许可。

此外,EUIPO还向公众发布包括上述注册信息的《欧盟商标公告》和《欧盟外观设计公告》以及其他相关信息。

EUIPO不但致力于优化欧盟外观设计和欧盟商标的注册流程,还对孤儿作品数据库进行维护,提供会员国教育机构和档案库等公开渠道内的孤儿作品相关信息的访问渠道。

此外,EUIPO还负责监督知识产权侵权观察站,旨在通过鼓励良好的职业操守和合作规范来提高公众意识,从而协助打击假冒和盗版行为。自2012年起,EUIPO开始监督孤儿作品和侵权观察站。

EUIPO每年审查超15万件欧盟商标和9万件欧盟外观设计的申请,对促进欧盟地区的知识产权发展起着至关重要的作用。此外,EUIPO开展了全球范围内诸多国际合作和倡议,符合欧盟委员会对外政策的优先策略。例如,EUIPO致力于帮助人们认识到知识产权保护和注册的益处,鼓励创新,不断推进欧洲经济发展。

此外,EUIPO通过推进立法现代化和积极加入各类国际知识产权条约,推动知识产权管理和执法服务发展。通过谅解备忘录(MoU),EUIPO和其他知识产权局达成直接合作,确立了有利于欧盟成员国乃至全球知识产权领域的行动。

EUIPO还加入了商标五局(TM5)(商标5大知识产权局)和外观设计五局(ID5)(外观设计的5大知识产权局)。这5个知识产权局与世界知识产权组织(WIPO)保持着紧密的合作,分别是CNIPA(中国国家知识产权局)、EUIPO(欧盟知识产权局)、JPO(日本专利局)、KIPO(韩国知识产权局)和USPTO(美国专利商标局)。

EUIPO不仅仅是欧洲知识产权领域的焦点,也是其他地区知识产权保护的焦点。

 

翻译:徐晨星