Indexed: PCT App. Guides / EPC Guidelines / UP Guide

The latest version of our Indexed WIPO-PCT Applicant's Guides (Jul 23) is now available. Together with our EPO-EPC Guidelines (Mar 23) and Unitary Patent Guide (Apr 22 = still in force), these books are useful as desktop references for daily use and for EQE study.

Our Indexed version improves on the official digital versions by abbreviating index entries, grouping them at the front to allow quick scanning, using page numbers to speed up finding pages, indicating sections with significant changes in the last 3 years, and fully using the page size to give a better overview of paragraphs. Relevant legal citations & references are underlined, making them easier to spot. We have retained the original order and numbering of the sections so they can also be used with any EPC / PCT legal reference, such as EPC.App and PCT.App.

Three editions of each are available in English:

• Study A4 Edition - using thicker 80gr paper, which is more suitable for intensive tabbing, annotating and highlighting available from Pumbo via www.boekenbestellen.nl.
• Portable A4 Edition - using thinner 50gr "bible paper", which is thinner and lighter available from available from Pumbo via www.boekenbestellen.nl. Note that Printing-On-Demand on such thin paper can sometimes result in minor print quality issues.
• Study Letter Edition - using thicker 90gr paper, which is more suitable for intensive tabbing, annotating and highlighting available internationally from Amazon mainly for orders outside the EU (AU, CA, JP, UK, US). If you are within Europe, please support our highly-recommended printer Pumbo instead of using Amazon👍.

For more details, including the order links, and sample pages, see: fireballpatents.com/study-materials.

The EPO-EPC Guidelines (EPC-GL) detail the procedures to be followed before the EPO. It covers their standard approach when dealing with direct EP and Euro-PCT applications, based on standard interpretations of the law and established case law. This book DOES NOT contain the EPO Euro-PCT Guide (EPG) or the EPO-PCT Guidelines.
This book also contains the EPO's Unitary Patent Guide (UPG), which outlines how to obtain an EU Unitary Patent. Note that the Unitary Patent is part of the legal syllabus for EQE2024:

"The syllabus of the EQE includes all updates and publications as defined in Rule 22 IPREE as at the syllabus cut-off date (31 October of the year preceding the examination). This includes inter alia, OJ EPO 2022, A41, which sets out the "Implementing Regulations on Unitary Patent Protection" before the EPO"

The WIPO-PCT Applicant's Guides (AG-IP and AG-NP) detail the main requirements and actions to be followed before the International Authorities and Designated / Elected Offices by applicant's.
This book also contains the WIPO Administrative Instructions (AI), detailing how Authorities should apply the PCT Rules, and including an overview of the applicant & office forms, the Request and the Demand Forms.
This book also contains Misc. PCT Info which are the useful overviews and FAQ's found on the WIPO website, such as which offices accept restoration of priority, fee tables, fee discounts, national security provisions and national entry time limits. This book DOES NOT contain the RO Guidelines (RO GL or GL/RO) or ISA/IPEA Guidelines (ISPE GL or GL/ISPE).

For EQE candidates, the EPO-EPC Guidelines and WIPO-PCT Applicant's Guides are considered essential for Pre-Exam and Paper D because most of the legal questions can be answered using the contents. Guidelines & Applicant's Guides are not legal basis themselves, but on Paper D, answers should always be supported by Articles and Rules citations. These versions are the official versions for EQE 2024 Main Exam & Pre-Exam. Note that many legal texts will be available digitally during the exam through WISEflow, including the contents of the EPO website and most parts of the PCT Applicants Guides. If you will rely on these electronic versions, make sure during the mocks that you actually have access because some networks and systems may block these connections.

September 2022: PCT.App update is now live!

The only digital PCT reference that is future-proof, self-customisable, & self-printable. In English & German. Paper books and an EPC version are also available.

We have just completed our major update of PCT.App for the legal changes in July & August. Most of the changes relate to sequence listings, which is now much more integrated into PCT. We have also changed some core structures to improve the layout and to distribute legal provisions in a more logical way.

In the self-editable online version of our PCT commentary, all changes of the update are rolled-out automatically, while personal user annotations from before the update are retained and can be exported into a customized printable PDF offline version. As usual, we further published this September 2022 edition as standalone softcover books in English or German with same content. 

See the post on the IP.Appify blog for more details.

Still struggling with PCT ?

Welcome to PCT.App !

• By IP.appify : www.pctapp.net/en/pct-app
• The only self-editable guide to PCT (Patent Cooperation Treaty).
• Readable on your mobile phone & tablet. It is extensively commented, with many summaries of key issues. The screenshot above is simulated - "See Inside" for examples of actual screenshots.
• Search full-text, and navigate with hyperlinks & cross-references to internal & external resources.
• Organisation is chronological, mirroring the lives of PCT applications. 130 subjects include overviews and paragraphs from the most relevant provisions. All PCT Articles & Rules are included at least once.
• Self-editable online using a browser. Freely adapt the references online with your own comments & highlighting, and hide any unwanted parts. For editing & modifying content, we recommend using a larger screen with a mouse & keyboard.
• No need to transfer notes - legal updates are automatic without disturbing your individual content.
• Make printable colour pdf's at any time, or use our Print-On-Demand service for color hardcopies.
• Crucial for daily practice, essential for the EQE (Qualifying Exam for European Patent Attorneys).
• Also available as a fully-commented black-and-white paper book. Editing and colour hardcopies are only available to online subscribers.

To Do in 2022:

• Subscribe to PCT.App, the most advanced and comprehensive guide to PCT law & procedure.
• For lawyers, patent attorneys and formalities officers.
• Available in English and German.
• By IP.appify : www.pctapp.net/en/pct-app
• "See Inside" for actual PC and mobile phone screenshots, explanation of the structure, sample downloads, the Index and the Detailed Contents lists

Reviews & Recommendations:

- Nominee - IPKat Book of 2021 / Yellow Sheet (Nov 21) / Salted Patent (Apr 21)

• EPC.app and PCT.app helped me a lot in EQE Paper D - I did not even need to annotate it
• Pete's PCT.APP book saved me on EQE Paper D1
• I found it to be very good for EQE D exam. The plain language and keyword index made it work for me
• Being able to edit the contents to how I see fit was a surprisingly easy experience
• Organising PCT.App by subject in the order that an application would go through PCT gives an intuition that I haven’t found in other materials
• How convenient to have Till & Pete update your go-to EPC & PCT so they are always up to date
• Can´t recommend enough for EQE candidates as well as anyone in the profession
• I always had the material, with my own annotations, available online and as a printed book

© IP.appify GmbH

Don't print WIPO Applicant's Guide for EQE 2022 - 2150 pages!

Every year, WIPO produces a printable version of the complete PCT Applicants Guide, including annexes for 154 States, specifically for the Pre- and Main Exams. Their 31 Oct 2021 version can be found here. It is 2150 pages and much of it will never be required at the exam. 

Providing a digital version has a low priority for EQE 2022, with resources being concentrated on improving the WISEflow exam interface. As noted in a recent post, online access will only be available to the www.epo.org domain during the exam. NO DIGITAL COPIES of other references will be available, and NO ONLINE ACCESS to other websites will be available. You also CANNOT OPEN any documents on your computer during the exam, so you will still need these PCT details on paper.

For many years, I have been making a cut-down PCT Global Reference to lighten the load and to save a few trees. Based on the syllabus, the Regulations, past papers and comments from Examination Committees, I have limited it to "only" 900 pages. There are also a lot of useful overviews from the WIPO/EPO website that WIPO did not include, so I have added about 300 extra pages, for a net saving of 850 pages. 

The latest edition is now available in two parts, and the links are here with my other study materials. The downloadable version is expected in Jan 2022. There will be two versions of the PCT Global Reference (31 Oct 2021):

• Two 16x23cm books (Part 1 & 2) for ordering. Both parts must be added separately to the basket. They comprise 1300 pages. After printing on thin bible paper, they weigh 1200g together, and are usually delivered in 10-14 days.
• Two A4 files (Part 1 & 2) for download. They comprise 1300 pages and are provided free of charge for own printing. Please distribute to anyone who wants to use them for any non-commercial and unmodified use.

New this year is that I have taken out some of the EPO-specific materials to make room for more coverage of the most frequently used RO's and DO/EO's, and more Practical Advices. These EPO-specific materials have been added to the separate EPO as a PCT Authority book which has been updated to the 31 Oct 21 status. 

The National Law & Validation book will no longer be produced. Access to www.epo.org during the exam will be available through External References, and online is the quickest way to find the required up-to-date National Law details. I have also moved Validation details to the separate EPO as a PCT Authority book which has been updated to the 31 Oct 21 status.

Hopefully, a digital version will be available for EQE 2023, or the syllabus will be officially limited to reduce the number of States that could be asked about.

1 Sep 2021 updates: PCT-App and Complete PCT Applicants Guide

In most years, official PCT documents are updated in July/August. However, this year, the WIPO has confirmed that few documents will be changed in 2021. There are no amendments to the PCT Regulations coming into force on 1 July 2021. 

Expected: 

• possibly some changes to the PCT AIs and Forms later this year. 
• 1 July 2022: The new WIPO Standard ST.26 for sequence listings enters into force, together with the many related amendments to the forms and documents.

So, on 1 July 2021, the following texts and references are (still) in force:

From WIPO:

• PCT Treaty (Articles): 03 Oct 01
• PCT Regulations (Rules): 01 Jul 20
• AG-IP (Introduction to International Phase): 01 Jul 20
• AG-NP (Introduction to National Phase): 6 Aug 20
• AI (Administrative Instructions) Part 1 - 8 and Annexes B to G: 1 Jul 20
• AI Annex A (Forms - RO / ISA / SISA / IB / IPEA): 1 Jul 20
• AI Annex F (Electronic filing standard) Main Body & Appendices II - IV: 1 Jul 10
• AI Annex F (Electronic filing standard) Appendix I: 1 Jul 21
• RO-GL (RO Guidelines): 1 Jul 20
• ISPE-GL (International Search & Preliminary Exam. Guidelines): 1 Jul 21
• Added: ISA/IPEA may limit non-unity reasoning to minimum reasoning 10.04A 
• Added: Examples of use of the minimum reasoning 10.59E – 10.59J
• Note that ISPE GL's have many useful non-unity examples in Chapter 10
• A welcome addition to 15.09, because applicants make major critical decisions based on international reports: In order to provide applicants and third parties with high levels of predictability for the potential outcomes of future national or regional prosecution, examiners should endeavor to prepare high quality international search reports and written opinions ... so that they can confidently be used by designated and elected Offices. 
• PCT Fee Tables: 1 Sep 21
• 75% reduction of PCT fees due to the EPO: 1 Jul 21

From EPO:

• EPG (Euro-PCT Guide: PCT Procedure at EPO): 1 Jan 21
• Fees for international applications: 1 Jan 21
• EPO PCT-GL (Search & Examination at EPO as PCT Authority): Mar 2021

Data for specific States found in the Applicant Guide is continuously updated on the WIPO website, so always double check before relying on any state-specific info in real-life cases'

Although, there are few official changes, we have just completed many important updates

Complete PCT Applicant's Guide (1 Sep 2021) - fireballpatents.com/study-materials/complete-pct-ag:

• Many references from 2020 are still valid, so these have not been updated. 
• The PCT states overviews have been combined into one main overview, including reservations and incompatibilities valid on 1 Sep 21
• The PCT fees and Applicant/Office forms overview, valid on 1 Sep 21, have been included
• The ISPE-GL (International Search & Preliminary Exam. Guidelines) has been updated to the 1 July 21 version
• Requirements for Biological Deposits (Annex L) have been added 
• Our legal citation index is included for AG-NP.

PCT.App (1 Sep 2021) - www.pctapp.net/en:

1. Integration of key Paris Convention articles.
Paris Convention articles are now available in the database in German and English to be annotated, incorporated and linked. Only the the most important articles for the PCT, including Article 4 PC (priority), have been included in the appropriate parts of PCT.App, annotated and cross-referenced with the rest of the PCT.

2. All comments and annotations referencing a State with a status date have correspondingly been checked and, where necessary, updated to legal status of 1 Sep 2021.

3. Many parts include comment boxes with a reference overview of other relevant parts. These have been updated to include new internal hyperlinks, so that they can be used online for quick navigation between parts just by clicking.

4. Where possible, provisions are referenced only in the most relevant sections. In some cases, comment boxes are used instead of including the full provisions. These include any additional comments and internal hyperlinks to the more relevant sections.

5. To allow finding answers more quickly, a convenient full-text search has been integrated into the online app and can now be accessed under the menu items "Navigation">"Search".

For more details on the PCT.App updates, click on READ MORE.

Answering D1 Exam 2021 with EPC.App & PCT.App

While doing the D Exam as an official benchmarker, I kept track of how I used the EPC.App and PCT.App references to answer questions. I did this to check usability and completeness. Below are notes on how and where I found the main legal issues, so there are spoilers. The D Exam can be downloaded from the EPO Compendium. See also an earlier post with more about D Exam technical issues. 

I have not included my answers - these were made under exact exam conditions, so there are plenty of mistakes. I have concentrated on D1 use as you need to find things quickly. My main conclusions:

• Both books contained the legal info needed, and allowed it to be found quickly. Exception was Situation B of Q.5 - although this is unlikely to be asked again for many years, it can be important for real life. R.26.3ter is included in PCT.App, but we need to cross-reference that in other sections.
• The fastest way to search in EPC.App and PCT.App is to use the Detailed Contents. Based on your knowledge and the point in the procedure, you should be able to quickly see the most relevant provisions.
• The fastest way to answer PCT questions is to look for an overview of the procedure at the beginning of many sections.
• It is sometimes quicker to search directly in the Guidelines / Applicants Guides as not everything can be neatly sorted under the structure of a legal reference book.

The set of references I used was:

• EPC.App (IP.Appify) => EPC and Euro-PCT legal provisions, case law (Nov 20 - standard version from Amazon with the editor's annotations)
• Indexed EPO-EPC Guidelines (Fireball Patents) => EPC implementation by EPO, case law (1 Nov 19)
• National Law and Validation (Fireball Patents) => National Law tables (implementation by EPC states) and validation agreements (31 Oct 20)
• EPO as a PCT Authority (Fireball Patents) => Euro-PCT and EPO's PCT implementation (31 Oct 20)
• PCT.App (IP.Appify) => PCT and priority part of Paris Convention legal provisions (Sep 20 -  standard from Amazon, but printed with color mark-up made using Print on Demand option)
• Complete PCT Applicant's Guide (Fireball Patents) => PCT implementation by all offices (1 Sep 20)
• PCT References - Part 1 & 2 (Fireball Patents) => Most relevant PCT annexes (implementation by PCT states) and overviews (31 Oct 20)

To find things quickly:

• During study, you need to learn what each book contains and where/how to find it. For example:
• EPC.App is arranged according to Articles in numerical order, together with the relevant Rules. It has a Detailed Contents with the Articles, Rules and other contents like G-Decisions - this is the best tool to quickly scan through the contents if you are not sure where to look. There are also an Index of Legal Provisions to directly find specific Rules, and an Index of Decisions to directly find G, J , R, T & W case law. In general, the Articles and Rules of the EPC are arranged in chronological order as an application proceeds from filing to grant.
• EPO-EPC Guidelines are arranged in approximately chronological Parts as an application proceeds from filing to grant. Substantive issues, such as amendment and patentability, are arranged per subject. The Detailed Table of Contents is the best tool to quickly scan through the contents. In most other cases, you will be following a specific chapter or section link from another reference, such as OJEPO or EPC.App
• PCT.App is arranged according subjects in approximately chronological order, mirroring the structure of the WIPO Introduction to International and National Phases. It has a Detailed Contents with the Articles, Rules and other contents like Admin Instructions - this is the best tool to quickly scan through the contents if you are not sure where to look. There are also an Index of Legal Provisions to directly find specific Article and Rules. In general, the Articles of the PCT are arranged in chronological order as an application proceeds from filing to Chapter I entry, and from examination to Chapter II entry.
• PCT Applicants' Guides (Introduction to International and National Phases) are arranged in approximately chronological order as an application proceeds from filing through search, publication, examination to national entry. The Detailed Table of Contents is the best tool to quickly scan through the contents. In some cases, you will be following a specific chapter or section link from another reference, such as PCT Newsletter or PCT.App.
• To decide on which reference to use during the exam, determine: 
• EPC, PCT or Euro-PCT?
• More likely to be found under legal provisions or implementation?
• If more than one, which will be quickest to find?

My approach to D1: 

• I copied each question completely into the answer sheet, and only used occasional highlighting (this can waste a lot of time and does not generate marks). I left it in my answer just to have a copy immediately after the exam.
• CTRL-C and CTL-V (Win 10) were sufficient to properly copy/paste all D1 questions except Q.4 (needed to manually remove formatting and tidy up lines)
• I use 3 minutes per mark as a rule of thumb to quickly calculate how much time to spend. Traditionally, the D Exam was 330 minutes (3.3 mins/mark). This year, an extra 30 mins was given to compensate for the format (3.6 mins/mark). It is normal to run out of time answering D1 questions.
• There are no negative marks and no requirement to fully complete everything you start - you want to generate enough to get 55 marks or higher. Get the marks first for the things you know well - if necessary, skip a part of a question until the end.
• There is no time to read all the questions first, so I read each question in order as if I am going to answer it completely. If the question seems likely to take a long time to answer (or I have no idea), I skip it and go back to it at the end.
• it is very difficult under pressure to read, understand and apply something you read for the first time (or it seems like the first time)
• even if you think know the issues or can find them, you don't want to waste too much time 
• I identified EPC, PCT and/or Euro-PCT parts while reading
• I copied the last part of the questions ("the explicit questions") as a rough framework for my answer to make sure I didn't forget anything.
• I made a rough vertical timeline by copying phrases and putting them in chronological order (no need to make it nice - just understandable during the exam). I avoided editing by sticking close to the exact wording, although I did reduce some long sentences. E.g.: 
• -- EP-A1 was filed in 2018  A in English - X and Y, and claims invention X only
• --  A.94(3) issued by the EPO on 5 October 2020
• -- received by applicant A on 8 October 2020
• -- No response has been filed
• -- January 2021, he filed a European divisional application EP-A2 based on EP-A1 in French. claiming and describing invention Y
• For some issues I know well, I have an idea how to form the answer and select the argumentation to use. For others, it can be less clear how to proceed, so I just to start working on pieces (like calculating time limits) until a bigger picture emerges. In most cases, the overall answer to the question about whether something is possible or not is added at the end.
• Main part of answer includes identifying the correct law (legal provisions, case law and/or implementation) by citation, applying it step-by-step to the facts given and any other facts you can derive, and giving a conclusion as an answer (yes/no/yes if.../no).
• Be conscious of where you are in the procedure - certain conditions must have already been fulfilled (and thus are less relevant to discuss). Focus should be on the next few weeks and major actions required in the future. Assume that the case takes place on the day of the exam - here 2 Mar 2021. 
• At the end, if time, I check whether there are still facts from question that I have not used - these may need to be included somehow. But I am always trying to get to the next question, and often decide not to address these if I have already answered the question asked.

CLICK BELOW TO SEE THE DETAILS PER QUESTION/PART

Don't print the WIPO Applicant's Guide for EQE 2021 - 2070 pages!

** Updated: 5 Jan 2021 - download versions available**

Every year, WIPO produces a printable version of the complete PCT Applicants Guide, including annexes for 153 States, specifically for the Pre- and Main Exams. The 31 Oct 2020 version can be found here. It is 2070 pages and much of it will never be required at the exam. Hopefully, this is the last one as we transition to an online eEQE 😌. Note - Mock1 eEQE had no digital references. There was a weblink to the EPO EQE FAQs, so technically it is possible.

For many years, I have been making a cut-down version to lighten the load and to save a few trees. Based on the syllabus, the Regulations, past papers and comments from Examination Committees, I have limited it to "only" 800 pages. There are also a lot of useful overviews from the WIPO/EPO website that they did not include, so I have added about 250 extra pages, for a net saving of 1050 pages.   

The new edition is now available as 2 books, and the links are here with my other study materials. The downloadable version was completed on 7 Jan 2021. There will be two versions of the PCT References (31 Oct 2020):

• Order 16x23cm books (2 separate books). Printed on thin bible paper and weighing 1050g, and are usually delivered in 10-14 days.
• Download A4 files (2 separate PDF's). Provided free of charge for own printing. Please distribute to anyone who wants to use them for any non-commercial and unmodified use.

Uniquely, for EQE 2021 Main Exam, they will accept answers based on the 31 Oct 19 editions. So, these older editions are also still available for order or for download. See this blog post for more details on which version to use. 

According to the current EQE rules, only paper references will be allowed at EQE 2021. Hopefully they will make an exception for these PCT annexes. There are still no exact detail on what the exam portal will look like, so be prepared to have everything on paper.

I have also updated the EPO as PCT Authority and National Law & Validation books to the 31 Oct 20 status. 

EQE Paper D: optimise your marks for legal basis

Many candidates waste time perfecting and double-checking each legal basis. This is a poor strategy - a lot of marks are also available for correctly solving the legal problems, for explaining (arguing) how you have applied the law, and for the legal advice part. In many cases, an alternative will be accepted, even if it is a "lower" legal source.

It is much more efficient to understand the basic principles of what is required and what is typically accepted, and then be pragmatic. You should then note the best citations you find as you consult your notes and books when answering. If you think you are missing something, make a note and come back at the end if you have time left.

(1) Recognise and note expected citations: although different sources may be cited (and are always considered for marks), the markers are mainly looking for references to the documents listed in IPREE Rule 2 & 22(1) (latest version: OJEPO 2019, SE2 - see below for the syllabus provisions). Make sure you are familiar with the contents of these resources.

(2) Recognise and note the most important citations: hierarchically, Articles, Rules, & G-decisions are the most important, and the most likely to get marks. Whenever you notice one of these, ALWAYS note it next to the argument being made.

(3) Learn the most frequently required provisions by heart: if you can cite these without looking them up, you can quickly score marks. These are the most frequent subjects of the legal questions, and can be found in the D Examiner's Reports of the last 10 years. Additional tip: tab these provisions in your reference books as there is a good chance you will need them.

• EPC: A.14, R.3, R.6, R.157(2) | A.54(2), A.54(3) | A.65 | A.76, R.36 | A.87(1), A.87(4) | A.99(1), A.100, R.76(2), R.84(2) | A.108 | A.114(1), A.114(2) | A.121, R.135 | A.122, R.136 | A.123(2) | A.133, R.151 | A.141, R.51(1) | R.40 | R.45 | R.70(1) | R.114 | R.116 | R.126(2) | R.131(4), R.134(1) | R.137(5) | R.139 | Rfees 2(1)
• Euro-PCT: A.153(7) | R.159(1), R.160 | R.164
• PC: A.4C
• PCT: A.8(1), R.4.10(a) | A.11(1) | R.19 | R.54bis | R.80.2, R.80.5 | R.90 | R.90bis

(4) Note the sources actually used: your answer should be explaining to the marker how you get to your conclusions. So if you apply principles from any "lower" resource such as EPO Guidelines, Case Law, OJEPO etc, cite any relevant Article, Rules, BoA decisions, AND the source reference. 

(5) Note the legal principle that you are applying: in general, rules are required more often than Articles - this is because they implement the legal principles found in the Articles. "Empty Articles", such as A.80 EPC or A.120 EPC are not required for full marks.

(6) Stop citing when the number of citations matches the number of marks: as a general rule of thumb, a statement is required with a supporting legal basis citation for each mark. So an 8 mark question requires approx. 8 citations for full marks.

(7) Cite alternative sources and unexpected documents when relevant: if you have nothing better quickly available, cite it. The marker will consider it, and use discretion. For example, a Guideline reference summarising a BoA decision is usually accepted instead the decision number. Using an exact word or phrase from a legal provision or case law (such as "accompanying person") may also be accepted as proof of the correct legal basis.

(8) Be aware that many PCT resources are not expected: the only PCT Guideline expected is GL/PCT-EPO (added in 2017 to IPREE Rule 22(1)). EQE 2019 was the first D Paper where a citation was expected for full marks. Unfortunately, these EPO-PCT Guidelines are not sufficient on their own for preparation or answering at the Exam - it is not complete (it does not cover EP entry at all), and in many sections, it just refers to parts of other documents. You should still know this document in detail - it contains relevant information about EPO policies under PCT, and identifies further PCT-related subjects, such as PCT-Direct or PPH, which may be asked in the D Paper.

(9) ... but still use the other PCT resources to answer questions: and cite when relevant. Applicant's Guide AG-IP & AG-NP and Euro-PCT Guide (EPG) are much more useful for studying and answering at the Exam. But, when answering with these "alternative sources", cite any relevant Article, Rules, BoA decisions, as well as the source actually used to answer.

(10) leave a comment below with your tip #10

Click for the relevant REE legal provisions

PCT Refs for EQE 2020 - Part I and II

Every year, on 31 Oct, 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 2030 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. 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 Oct:
If ordered on paper, each must each be added to your basket separately.
- Part I - References 160mm x 230mm x 12mm - 375g - 380 pages
- Part II - Annexes 160mm x 230mm x 18mm - 565g - 580 pages
UPDATE 03 Jan 20: A4 versions can also be downloaded free of charge from the same page if you wish to print them yourself.

Part I: References
- Useful overviews from WIPO website
- PCT/PC/WTO Treaty memberships
- Overviews of fees
- Latest versions (11 July 2019) of AG-IP and AG-NP, with my Detailed Table of Contents
- New: FAQ's on Contingency Upload Service, A.19 & A.34 amendments, R.49.6 Reinstatement, Third-Party Observations
Part II: Annexes
- Annex B, C, D, SISA, and E info for selected international Authorities
- National Chapters for selected DO/EO's

1st Edition of PCT.App now available (online and as a book)

After a lot of effort, both making content as well as adapting the platform (thanks to Till Andlauer, Stefan Ahlers, Thomas Eißfeller), we have finished the first edition available of the PCT. App. Finally, a tool is available that can deal with a convoluted treaty like PCT.
UPDATE: we have just performed some major updates
This is the book that I wish had been available when I was first studying PCT. The main organisation of the Articles and Rules is based on topics, and not on numerical order, although I have kept the order of Articles as much as possible. Within each topic, the most relevant Article, Rules and pieces of Articles & Rules are shown. Where necessary, Administrative Instructions have also been included. Clickable cross-references are included demonstrating how the law is arranged, as well as external links to simplify studying.
It includes my comments as author, with summaries and explanations of how things work, but coupled to the law to illustrate the legal basis for what is going on. It also includes legal analysis and interpretation of key articles and rules for legal practitioners. Comments are also included about the WIPO organisation and amendment of the Treaty.
The PCT.App platform is a perfect platform for fine tuning your own legal reference using - you can jump around the law using links, go to external sections of the different guidelines to learn, hide author comments that you do not need, add both in-line and adjacent comments, highlight and underline important parts. The IP.appify platform allows you to generate pdf's so that you can print your reference.
UPDATE: Now available on Amazon as a stand-alone book in English at Amazon (.de or .co.uk). It includes extensive comments, summaries and annotations by me as author to speed up understanding of how PCT works. It is intended as a book for daily practice, or for studying in preparation for the EQE. It is also suitable for using at the EQE as the logical structure allows the relevant parts of the law to be found quickly.
The EPC.App stand-alone book with basic author's comments on EPC is already available on Amazon (.de or .com or .co.uk) - see post here.

Review: using EPC.App for Paper D - EQE 2019

I was immediately enthusiastic about EPC.App as it supports different uses by different types of candidate. To answer legal questions efficiently, you need to be able to find details (like procedural acts, time limits & references) quickly and accurately. Traditionally, either you make your own reference book or you learn to use (& annotate) a book written by someone else.
EPC.App supports both approaches and everything in-between: a digital, cross-referenced version of the EPC is provided with extensive standard notes, mark-up and comments from the editors. The standard notes were used by them to pass their EQE's, and also include links to Articles & Rules, OJEPO's, case law & guidelines.
The main structure is based on the Articles, followed by the relevant Rules. As you study on-line, hyperlinks allow you to open the resources, to make summaries and to add your own annotations. Standard notes can be hidden, so you can create a reference only covering the issues that you have difficulty with. If you need more explanation, you can make it and add it yourself. And you can put annotations next to the Article and/or Rule that you think is most logical. Just before the exam, you export it as a pdf and print it. As it becomes your reference, you can find the details a lot quicker at the exam.
To try out the book, I used only the standard EPC author's notes for the benchmarking of Paper D in 2019. See below for more details of the version I used, what I quickly found and what I did not find. PCT was not included in 2019 editions, but I am working with the editors to make PCT.App, which will be available for EQE 2020.
** Update 1 Oct 2019: 1st edition of PCT.App now available on-line, updated stand-alone EPC.App book available

The thin paper is available again

Good news - for new orders of my Study Materials, the following will be printed on thin (50g) paper:

• Indexed EPO Guidelines - 21cm x 14cm (A5) - 2.8cm thick - 920 pages - 730g
• PCT Refs for EQE 2019 - Part I - 21cm x 14cm (A5) - 1.5cm thick - 350 pages - 290g
• PCT Refs for EQE 2019 - Part II - 21cm x 14cm (A5) - 2cm thick - 550 pages - 455g
• National Law & Validations - EQE 2019 - 21cm x 14cm (A5) - 1.4cm thick - 430 pages - 355g

My FREE printable PCT Applicants Guide for EQE2019

Every year, 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 which can speed up answering questions during the exam.

Most of the contents are sourced from WIPO/EPO websites and Official Journal, and no copyright is claimed for these parts.

This year, the material is divided into 2 parts instead of 3 parts. A Detailed Table of Contents (with page numbers) is also included for the Applicant Guide Introductions.

My book is 900 pages and free of charge - it can be downloaded in from my patent firm's website. Feel free to pass on the links to anyone who needs them. To save paper when printing, it should be printed with 2 pages on each side of an A4.

Update: for those who cannot easily print out several hundred pages, the two parts can be ordered here in A5 format (21 x 14cm):

• Part I - References - 1.5cm thick 350 pages (290g)
• Part II - Annexes - 2cm thick 550 pages (455g)

Add each part separately to your basket as they are considered separate books on the Boekbestellen website.

Update (17/1/19): the thin paper is available again.

Changes compared to last year:

My FREE printable PCT Applicants Guide for EQE2018

Every year, the WIPO produces an official printable version of the complete Applicants Guide, including all annexes, specifically for the Pre- and Main Exams. The current version can be found here.

However, it is 1950 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. Using the EQE Regulations, past D papers and comments from the D Examination Committee, I have limited it to adequately cover what you should actually need. In addition, I have added several useful overviews from the WIPO & EPO websites which can speed up answering questions during the exam.

My book is 850 pages and free of charge - it can be downloaded in three parts from my patent firm's website. Feel free to pass on the links to anyone who needs them. To save paper when printing, it should be printed with 2 pages on each side of an A4.

Update: for those who cannot easily print out several hundred pages, you can also order a copy on double-sided thin A5 paper. See the links on my patent firm's website. Each part is listed as a separate book, so they must be ordered separately.

Changes compared to last year’s version:

• Following Decision of the EQE Supervisory Board (29 Sep 17), cut-off date for legal changes is 31 Oct instead of 31 Dec 
• Limited I–11. Patent Prosecution Highway (PPH) Pilots to only EPO, JP & US 
• Added I–11. OJ 2016, A106 explaining PPH procedure with CN, EPO, JP, KR & US 
• Added note that I-12. PCT Fees contains overview of competent ISA’s for each RO 
• Added II-1. Overview of competent ISA’s for all RO’s (from PCT Fee table) 
• Added notes in II-7 that 22m (not 19m) time limit to request SIS (from 1 July 2017) 

Good luck at the EQE,
Pete Pollard

FREE printable PCT Applicants Guide for EQE2017 in FRENCH

Gregory Baque, is well-known to French candidates as the author of CBE-PCT legal book for the EQE. Gregory gives a number of EQE course each year for DeltaPatents in French. He also has his own patent law firm - www.gregorybaque.com

Every year he makes a printable National Law in French. The latest version (updated to the situation on 31 Dec 2016) is available here.

At the same location, you will also find a printable National Law table.

My FREE printable PCT Applicants Guide for EQE2017

Don't use the official printable version of the PCT Applicants Guide for the Pre- and Main Exams. It is 1800 pages because it includes all annexes. Much of it will never be required at the exam because it falls outside the syllabus. Candidates already have enough to carry – the ban on electronic devices during the EQE means that many will print out the whole thing to take with them.

Based upon the EQE Regulations, past D papers and comments from the D Examination Committee, I have produced this abbreviated version to lighten the load and to save a few trees. This is the most you should ever need. In addition, I have added several useful overviews from the WIPO and EPO websites which can speed up answering questions during the exam.

My book of about 850 pages is available free of charge to download here (Google Drive). Please feel free to pass on the links to anyone who needs them.
UPDATE: alternative location to Google Drive is on my website (scroll down to EQE training)

UPDATE: A version in French made by my colleague tutor Gregory Baque is available here. He also has a printable National Law which has been updated to the situation on 31 Dec 2016.

To save paper when printing, it is designed to be printed with 2 pages on each side of an A4.

Our FREE printable versions of the PCT Applicants Guide - available now for EQE2015

By agreement with the EQE Examination Board, the WIPO produces a printable version of the complete PCT Applicants Guide, including all the annexes, specifically for the Pre- and Main Exam. The current version can be found here. However, this version is 1800 pages and much of the information provided will never be required at the exam because it falls outside the syllabus.

Candidates already have enough to take to the exam. Based upon the EQE Regulations, past D papers and comments from the D Examination Committee, we have produced this abbreviated version to lighten the load and to save a few trees. Additionally, the WIPO provides useful overviews on its website to use at the exam, such as the PCT reservations, overviews for restoration of priority etc. which we have also included. Many candidates are unaware of their existence, and they are not even included in the official 1800 page version.

Our document of about 850 pages is available free of charge to download from the DeltaPatents website (www.deltapatents.com) – navigate to Training / Course Links and look under PCT for the “PCT references”. Please feel free to pass on the links to anyone who needs them.

To save paper when printing, it is designed to be printed with 2 pages on each side of an A4.

Basic information is included for all PCT states such as Treaty membership, reservations, national entry deadlines etc. For the most relevant states, almost all information from the Applicants Guide annexes is included:

• The top 15 receiving Offices in 2013 and the top 20 dO/eO’s in 2012 (WIPO statistics) 
• All EPC states and all extension states 
• All ISA’a, SISA’s, IPEA’s, and all Intergovernmental Organizations

Extensive information is provided for the EPO. For the other four largest patent offices - CN, EP, JP, KR, US, the complete summary of entry requirements and national procedure from the national chapter is provided (the fees and forms have been removed).

This reference is split into 3 parts:

• Part I (General) – Dec 2014 (116 pages)
• Part II (International Phase) – Dec 2014 (542 pages)
• Part III (National Phase) – Dec 2014 (196 pages)

Good luck at the EQE!

Suggested list of books and other things to take to the Pre-Exam - EQE 2014 [updated]

Preparation
- Read through the rules regarding the conduct of the exam (page 41-46)
- See what candidates from last year said about the location where you are taking the exam
- Be prepared to score 70 points to pass
- Take a suitcase with wheels
- After doing last years paper, look at the Tutors Report - epi infomation pages 143-152
- If necessary, look at some tips for reducing anxiety at the exam
- Be prepared to do the exams with a relatively small (possible as small as 60cm x 90cm) space. Normally, you can place books you don't need under the table.
- Look through the EQE Study Guide for other tips

General
- Photo identification (Passport or drivers license)
- 1-2 black medium soft HB pencils + suitable eraser + pencil sharpener
- no electronic devices: only an analogue wrist watch with no additional options is allowed.
- highlighters for use when reading the exam paper (don't use highlighters on the answer sheet)

Suggested list of books and other things to take to the Main Exam - EQE 2014 [Updated]

Preparation
- Read through the rules regarding the conduct of the exam (page 41-46)
- See what candidates from last year said about the location where you are taking the exam
- Be well rested in the days before the exam - many D candidates sleep badly on the Monday night
- Take a suitcase with wheels
- After doing last years papers, look at the Tutors Report - epi infomation pages 143-152
- If necessary, look at some tips for reducing anxiety at the exam
- Be prepared to do the exams with a relatively small (possible as small as 60cm x 90cm) space. Normally, you can place books you don't need under the table.
- Look through the EQE Study Guide for other tips

General
- Photo identification (Passport or drivers license)
- several black or blue pens (we hear that gel-pens are preferred)
- no electronic devices: only an analogue wrist watch with no additional options is allowed.
- correction roller
- highlighters for use when reading the exam paper (don't use blue on anything that will be handed in as it will not copy well)

Our FREE printable versions of the PCT Applicants Guide - available now for EQE2014

Every year, the WIPO provides a printable version of the Applicants Guide so that EQE candidates can take this information to the exam. Unfortunately, at 1800 pages, it adds considerably to the reference materials that most D candidates will bring with them and much of it is irrelevant for the EQE. In addition, the WIPO provides convenient overviews on their website which are not included in this official WIPO version.

Since 2007, I have produced this shortened version to lighten the load (and to save a few trees) – I leave out most of the national chapters, and concentrate on the states around which the EQE is based: the EPC countries, the EPO and the most used patent routes. Useful overviews have also been included, as well as additional information from the WIPO and EPO websites.

Unfortunately, the new layout of the WIPO web site has meant that some of the overviews now take up more pages. The current version is 820 pages, split into 3 parts. When printed double-sided, with 2 pages on each side of an A4, it will just fit into a 3.5cm binder.

New this year:

• Coverage of the top 20 DO/EO’s (increased from the top 12)
• Coverage of the top 15 RO’s (increased from the top 13)
• Some more details about the states not included (Part II – page 6 and Part III – page 12)
• Some explanation about reading the lists of states (Part II – page 4 and Part III – page 10)
• Addition of the Frequently-Asked-Questions about the America Invents Act (Part I – page 81)
• An additional overview of the EPO fees for PCT and Euro-PCT applications (Part III – page 153)
• An extra explanation and the list of states entitled to 75% fee reduction for the EPO as ISA or IPEA (Part III – page 158)

Part I - General (overviews)
Part II - International Phase
Part III - National Phase

Good luck at the exam