INTRODUCTORY PATENT TRAINING



INSTRUCTIONS: Use this form as a place to start searching patents, and to keep records of your inventions, reporting them for patenting, filed patent applications, and issued patents. Adapt this form with useful links where you search most often. (A version of this form is also in an Appendix of the Patent Ready® book .)

PATENT READY® PERSONAL PATENT ORGANIZER™ (PPO)

This PPO is for my ideas that will belong to (choose one of the two options below, and delete the other):

[ ] my employer named … (make separate PPO form for each employer). [If you have not been given an Engineering Notebook, consider the Patent Ready® Engineering Notebook to capture your ideas in an augmented ("canvas") format, plus to perform an initial patent analysis on these ideas as described in the Patent Ready® book.]

[ ] me personally (remove from this form below any employer-related info). [Consider the Patent-Ready® Inventor's Journal to capture your ideas in an augmented ("canvas") format, plus to further enable your initial patent analysis as described in the Patent Ready® book.]

|TO ADD IN AN IRF WHEN I AM AN INVENTOR: |

| |

|Inventor Data: |

|Full legal name: ______________________ |

|Work telephone number: ______________________ |

|Email address (accessible from outside our company:) _______________@ [company name].com |

|Residence: (city, state, but no street address): ______________________ |

|Country of citizenship: ________ |

| |

|Inventor’s Supervisor within Employer: |

|Name: ______________________ |

|Work telephone number: ______________________ |

|TO REPORT MY IDEAS FOR PATENTING FOR THIS EMPLOYER: |

| |

|My employer’s patent intranet is at: … |

|My employer’s Invention Reporting Form (IRF) is at: … |

|My employer’s instructions for submitting the IRF for patenting are at: … |

| |

|[If employer does not have an IRF, I can download and adapt the following: |

| > Selected Content & Downloads … Invention Reporting Form (IRF)] |

|TO START THE FILING OF A PROVISIONAL PATENT APPLICATION: |

| |

|Can start from: |

|TO SEARCH PATENTS – LINKS: |

| |

|International patent applications: |

| |

|US Patents and US Patent Applications, Patent Office: |

| |

|Free Patents Online: |

| |

|European Patent Office – Patent Searches: |

| |

|(Other …) |

MY IDEAS: MY PATENTING RECORDS

(Make a new record below for each of your inventions that you patent:)

|MY RECORD # |1 |

|This record is a follow-up from my previous record #: |… (e.g. None …) |

|My Invention’s Title (informal |… (e.g. MY NEW DEVICE FOR …) |

|OK): | |

|Possible coinventors at this time:|… (e.g. None …) |

| | |

| |

|STAGE: COMPLETE INVENTION REPORTING FORM (IRF) |

|IRF completed on: |… (date) |

|IRF submitted to the company on: |… (date) |

|Attorney Docket Number given to IRF by company: |… (e.g.: USPR-001) |

| |

|STAGE: PROVISIONAL PATENT APPLICATION (PPA) – PREPARING |

|Specification Document of intended PPA prepared on: |… (date) |

|(for a started template of a Specification Document, see: | |

| ) | |

|Prepared Specification Document of intended PPA sent on: |… (date) |

|… to this patent attorney for review before filing: |… (patent attorney name) |

| |

|STAGE: PROVISIONAL PATENT APPLICATION (PPA) – FILING |

| |

|(If the patent attorney will file the PPA, then delete this entire stage from this record; if you will be e-filing, for |

|instructions as to various documents, see: ). |

| |

|When your provisional documents are ready for uploading, log in to the USPTO and start the e-filing. |

| |

|While e-filing, right after you click: “Submit”, the Patent Office will show you some identification data. Copy that data below: |

|The following identification numbers are associated with your submission. |

|Application Number |… (e.g.: 62123456) |

|Confirmation Number |… (e.g.: 1234) |

|EFS ID |… (e.g. 27723945) |

|Also, see where the system offers to “Save Receipt” and do so. |

|Plus, fill in the below: |

|Date of your electronic filing: |… (date) |

|This PPA’s expiration date will be: |… (later, ask patent attorney) |

| |

|STAGE: REGULAR PATENT APPLICATION |

|Title (formal, exactly as it appears in reporting email): |… |

|Patent Application Serial Number |… (e.g.: 15/123,456) |

|Filing Date: |… (date) |

|Publication Document Number (later, when and if application becomes |US 20… (e.g. US 2011/0123456 A1) |

|published): | |

|Publication Date: |… (date) |

| |

|STAGE: ISSUED PATENT |

|Patent Number: |US … (e.g.: US 9,123,456 B2) |

|Issued on: … |… (date) |

APPENDIX

BLANK TEMPLATE FOR CREATING RECORDS OF

YOUR ADDITIONAL INVENTIONS

For the next idea that you want to consider patenting, select the entire block below, copy it right above this appendix, and use.

|MY RECORD # |2 |

|This record is a follow-up from my previous record #: |… (e.g. None …) |

|My Invention’s Title (informal |… (e.g. MY NEW DEVICE FOR …) |

|OK): | |

|Possible coinventors at this time:|… (e.g. None …) |

| | |

| |

|STAGE: COMPLETE INVENTION REPORTING FORM (IRF) |

|IRF completed on: |… (date) |

|IRF submitted to the company on: |… (date) |

|Attorney Docket Number given to IRF by company: |… (e.g.: USPR-001) |

| |

|STAGE: PROVISIONAL PATENT APPLICATION (PPA) – PREPARING |

|Specification Document of intended PPA prepared on: |… (date) |

|(for a started template of a Specification Document, see: | |

| ) | |

|Prepared Specification Document of intended PPA sent on: |… (date) |

|… to this patent attorney for review before filing: |… (patent attorney name) |

| |

|STAGE: PROVISIONAL PATENT APPLICATION (PPA) – FILING |

| |

|(If the patent attorney will file the PPA, then delete this entire stage from this record; if you will be e-filing, for |

|instructions as to various documents, see: ). |

| |

|When your provisional documents are ready for uploading, log in to the USPTO and start the e-filing. |

| |

|While e-filing, right after you click: “Submit”, the Patent Office will show you some identification data. Copy that data below: |

|The following identification numbers are associated with your submission. |

|Application Number |… (e.g.: 62123456) |

|Confirmation Number |… (e.g.: 1234) |

|EFS ID |… (e.g. 27723945) |

|Also, see where the system offers to “Save Receipt” and do so. |

|Plus, fill in the below: |

|Date of your electronic filing: |… (date) |

|This PPA’s expiration date will be: |… (later, ask patent attorney) |

| |

|STAGE: REGULAR PATENT APPLICATION |

|Title (formal, exactly as it appears in reporting email): |… |

|Patent Application Serial Number |… (e.g.: 15/123,456) |

|Filing Date: |… (date) |

|Publication Document Number (later, when and if application becomes |US 20… (e.g. US 2011/0123456 A1) |

|published): | |

|Publication Date: |… (date) |

| |

|STAGE: ISSUED PATENT |

|Patent Number: |US … (e.g.: US 9,123,456 B2) |

|Issued on: … |… (date) |

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