e-EQE 2021: Mock2 - D2 Exam - My methodology & solution

Update 26 Feb 22: epi link updated.

Thanks to epi for the Mock2 exams and model solutions - they may not be perfect, but I know how much work it is to make these materials.

• During my first attempt at an e-EQE D2 in Mock1, I tried it mainly on paper. This time, for Mock2, I tried to use the copy/paste much more: for all the things I normally highlight, I just copied the whole paragraphs to the top of my answer instead. I also copy/pasted parts of the answer that were similar in structure and wording.
• My answer was made in Wordpad, which is similar to the Lockdown Browser answer tab. It is a mess, but that is what a real answer looks like 😊. 
• I also did not finish in the allotted time, but I was also looking at the Methodology. The EQE 2021 D2 will be shorter than this.

General tips on D2

• See here for a presentation about how to approach D2
• D2 is the most open-ended part of EQE: there is a "golden" solution they are looking for, but very few candidates find it, and it is not required for high marks
• the marks per question are not given because they decide after the exam what the weighting should be based on how the exam was made
• if few get to the end, then they give more marks for the situation-as-is. You cannot predict this when doing it, so push yourself to get as far as possible - there are a lot of marks for improving the clients position.
• It is normal to have no idea of the answer when you start D2. Just work through the info as quickly as possible - once you know the patentability of all the claims (and unclaimed subject matter), it will start to fall into place.
• Your answer is marked as a whole, so it does not matter where you answer the questions. But make sure you answer them - that is where the marks are.
• They have a marking sheet of statements that they want to see. This marking sheet is the basis for the answer in the Examiners' Report = minimum needed for full marks. Typically it is about 1 mark per sentence.
• There are no negative marks - you just lose time by going into great detail about "side-issues"
• Anything you add to the facts given by applying knowledge is ANALYSIS and worth marks. Always include in your answer - if not sure where to put it, put under Initial Analysis
• They like to ask about non-written disclosures. You need to deal with them like you would in opposition, not examination.
• On D2, you need to have a solid analysis of: what will happen to the applications, validity of priority, which claims are novel and inventive, and what will be granted. That part should be same for most candidates. 
• Then translate it to the business world of the client - "you cannot make X because it is a species of  etc.". Address the client like a real client - "EP1 when granted and validated will give no protection in the US". Explain your reasoning - that gets marks.
• You do not need to explain legal terms like prior right, genus/species etc, A.54(2) prior art, A.54(3) art, A.123(2) extension. 
• Then identify the improvements that you can make - that will vary as not everyone will see everything. But you get marks for explaining what each piece is, and what it can do for the client. Explain your reasoning - that gets marks.
• Then you try and use the pieces to improve the clients business and/or attack any competitors - for marks, it does not matter exactly what you suggest. Some options may be equivalent in this case. Explain your reasoning - that gets marks.
• Even if your solution is not optimal, you will still get good marks. Don't waste a lot of time thinking the best strategy - make sure you write down at least one strategy. Unless otherwise stated, you have unlimited resources:
• I suggest filing 99 divisionals today because .... 
• You are infringing in BE - stop production immediately because ....
• If in doubt about subsequent filings, file one or more PCT applications  

Methodology: annotated exam explaining how I read it, and my electronic answer

• 1) Open each page (expected 3 - 5 pages) in a separate tab for extracting dates to timelines, key facts for overviews and copying important paragraphs with key words or phrases.
• If helpful, use (coloured) tabs on top edge of your monitor (P1, P2, P3/Questions). 
• Do NOT open more than 10 tabs as this crashes the browser.
• 2) Read questions first in last tab so that you know what you need to address in your answer. You are looking for clues to key legal issues, key rights, important countries, and main competitors. 
• 3) Copy questions into answer to ensure you answer each question (marks are frequently lost on D2 by not answering the questions) and each part of question. Be explicit about products, countries and parties. I made them red so they would stand out.
• 4) Make a TO DO List on paper for things not to forget. I also made a section at the top of my answer - when I read something unusual, or I did not know what to do with, I copied the paragraph number and that sentence (or the whole paragraph) to the top of my answer (don't make it nicer than it needs to be)
• 5) Add header INITIAL ANALYSIS to answer. Put in here any legal analysis made while considering facts from exam as that will get marks - for example, filings outside 12m priority year, likely publication dates (18m), legal status of applications, period for remedies expired etc. Answer is marked as a whole, so it is not necessary to have arguments fully grouped together. Don't go into great details speculating as you do not know what is relevant. These are pieces that you will need later, but you do not know exactly where they should go.
• 6) Read in assignment tab as this allows temporary selection of text so that you do not lose your place when copying facts/dates between screen and paper. Read each paragraph, sentence by sentence - note dates in a timeline or timeline-table. Also make a note of relevant facts either in your answer or on paper. These are just notes - note paragraph numbers so you can go back for details.

CLICK BELOW FOR MORE DETAILS (including comments on epi solution)

e-EQE 2021: Troubleshooting WISEflow, LockDown Browser, Zendesk

Updated 4 Mar 21

Updated 24 Feb after Mock3

Updated 22 Feb with note about "company computer" and chat window

Updated 19 Feb with WISEflow browser test

These are technical problems and solutions that candidates have had and sent to me that are not covered in the user guide and need to be solved BEFORE the exam. These are likely related to either personal or company restrictions or firewall settings. I have no idea how widespread these problems and if they will work for everybody. Let me know if you want to add. 

Testing your system using Mock1 and Mock3 flows

• Check your system by following the official Step by Step to the e-EQE: www.epo.org/learning/eqe/e-eqe.html. There is also a Compilation of Information with the official user guides. Check regularly for updates.
• Check that you can login to WISEflow, download and print the exams from WISEflow, login to Zendesk outside the LockDown Browser, start the LockDown Browser and login to Zendesk within the LockDown Browser.
• Unfortunately, there is no test portal you can log on to to see if the camera and microphone monitoring are working correctly under LockDown Browser exam conditions. 
• A testflow is available where you can take an image - see below

Testing your system and camera using test flows

• After logging in to WISEflow, click on the drop down menu next to your name and select "Edit profile"
• Click on the "System Requirements":
• Test Browser - it starts the LockDown Browser in a test mode, checking correct Browser operation and indicating that connection can be made to Secure Websockets.
• Start Flowlock - a dummy exam window, similar to Main Exam windows is opened so you can try it out
• Start Flowmulti -  a dummy exam window, similar to Pre-Exam T/F window is opened so you can try it out
• New: to test your camera, Start Flowlock to start the LockDown Browser. 
• In the Assignment Options, click on "Appendix material" and "Manage appendices" to open the "Appendix manager" tab.
• In the "Appendix manager" tab, click on "New appendix", and then "Take an image". This looks like the "Entry image" screen used before each exam / flow.
• Unfortunately, no microphone test

General Hardware/Software issues

• Some problems may be due to using a company computer where you don't have full admin rights. For example, blocked urls, a missing chat window in Zendesk, changing IP addresses, automatic virus scans, screensavers that cannot be disabled, updates that cannot be disabled.  
• If you cannot solve the problems, you may have to switch to a personal laptop or PC, and either log on to the company guest network, and/or do the exam from a different location.
• In general, only connect the hardware you need, and exit all software/apps except your normal internet browser. Also those running in the background, like backup software and synchronization programs (onedrive, dropbox etc).

1. USB-hubs, port replicators and docking stations. LockDown Browser disables "suspicious" processes on startup. Some people have had problems starting, and/or disconnection problems. This might be due to using a modern hub with more than one video output. Solution: use a simple USB-hub with only what you need.
2. VPN. Can lead to slow connections. LockDown Browser cannot handle changes in your IP address. Solution: don't use VPN's.

Camera

• Official troubleshooting: wiseflow.zendesk.com/hc/en-gb/articles/360015038320-Webcam-troubleshooting

1. Camera turns off during exam. During Mock3, many candidates had problems with the camera turning off after some time during the exam (entry image and initial testing by LockDown Browser were all successful). Cause: <unknown>. Solution (ME): Refresh Browser (either F5 in Windows or click on browser "refresh" icon top-left). Solution (PE): For Pre-Exam, LockDown Browser works differently - you will need to enter flow AND invigilator password after a refresh.

• your camera and microphone are sampled, and the invigilators have a dashboard with the real time status. If one of them is "zero", you should go to the top of the list, and they may contact you. But it depends on how busy they are. If you notice the camera is off (e.g. LED turns off), report it as soon as possible in Zendesk chat (you likely will not know how long it has been off). For PE, you need invigilator password to refresh, so don't try it - ask Zendesk what to do. For ME, you can try a refresh - if it does not work, you need the invigilator password to exit the LockDown Browser, so ask Zendesk first what to do.

WISEflow

• Official WISEflow troubleshooting: wiseflow.zendesk.com/hc/en-gb/sections/360005073860-Troubleshooting

1. Not able to download and print exams. Possible cause (1): <unknown, but it is likely that the url is blocked by the firewall>. Solution: <find it in the WISEflow page source code or with a network monitor, and whitelist the url and/or domain in firewall>

• To find url's, load regular browser as normal and disconnect the internet. Click on the link and you should see the url it was trying to access. Documents currently come from https://europe-files.wiseflow.net
• So whitelist traffic from *.wiseflow.net

• Added 4 Mar 21: possible cause (2): on systems where the links have worked before, they may not appear before the exam as intended. Helpdesk: ".. participant’s computer has changed its external IP addresses from when they last refreshed the page in WISEflow (flow overview)". Refreshing only the flow page (where the download links are visible) is not enough. Solution (1) from helpdesk: Reload (Refresh in browser or CTRL F5) of flow overview page in WISEflow
• Solution (2) from participant (if (1) does not work): logout and back in to WISEflow

Zendesk Chat

• After starting LockDown Browser, you must manually start Zendesk Chat through External Resources. Remain logged in through the whole exam. It is also accessible from a normal browser by going to epo.zendesk.com
• apparently, the chat widget will only appear if there is an invigilator logged in at the time
• Official troubleshooting: support.zendesk.com/hc/en-us/articles/360022362053-Zendesk-Chat-system-requirements#topic_jt2_hqv_m4b
• only uses ports 80 and 443, which should be open on all firewalls
• whitelist traffic from *.zopim.com on the firewall
• relies on Amazon for services. Check whether Amazon IPs are blocked. 

1. No chat window in bottom right after logging in to epo.zendesk.com (only logo). Cause: firewall is blocking urls. Solution: whitelist three URLs (unsure which one worked). Source: Irina Bagyan: ^https?://([A-Za-z0-9.-]*\.)?zendesk\.com/ and ^https?://([A-Za-z0-9.-]*\.)?zdassets\.com/ and  ^https?://([A-Za-z0-9.-]*\.)?zopim\.com/

LockDown Browser (by Respondus)

• Official troubleshooting: wiseflow.zendesk.com/hc/en-gb/articles/115001307854-FLOWlock-browser-Troubleshooting
• Unofficial troubleshooting: saltedpatent.blogspot.com/2021/02/avoiding-respondus-lockdown-browser.html
• Respondus troubleshooting: LockDown Browser and Respondus Monitor support.respondus.com/support/index.php (includes list of  ports and IP addresses to be open). Student FAQ: support.respondus.com/support/index.php?/Knowledgebase/List/Index/25

1. Browser freezes or crashes due to user input. Possible cause: certain keys and combinations that attempt to switch between windows/applications are forbidden. Solution: Mechanically disable the keys involved - either insert a piece of plastic or remove the keys.
2. Browser freezes or crashes due to trackpad input. Possible cause: certain gestures and finger combinations that attempt to switch between windows/applications are forbidden. Solution: disable all gestures in the trackpad settings and use an external mouse with a scroll wheel.
3. Browser freezes or crashes with no warning. Possible cause: Some computers change their IP address while you still working. Solution: <not sure>
4. Browser freezes or crashes when new tab is opened. Possible cause: Too many open tabs crashes the browser. It is related to screen width, but for most people seems to be max. 10. Solution: don't open too many tabs (Zendesk chat and external resources will open their own tabs as well)
5. Main tab in LockDown Browser is blank. Possible cause: firewall blocking traffic. Solution: see official troubleshooting above. At least whitelist traffic to *.wiseflow.net. Someone who had an internet failure noted that the Browser retrieves exam content from https://europe.wiseflow.net/participant/flowlock/display.php#

External Resources (EPO site)

• Also possible to access official EPO legal texts within LockDown Browser. A separate tab is opened when you click on EPO legal texts on dropdown menu.
• You should see www.epo.org/law-practice/legal-texts.html, and be able to browse to any page within www.epo.org domain, including OJEPO, EPO EPC Guidelines, EPO PCT Guidelines, Euro-PCT Guide, Case Law (only if looking for specific case - you can waste a lot of time reading this)
• At bottom right of page is link to Advanced Website Search, which allows limiting the scope of the html search to specific documents: www.epo.org/search.html

1. Not able to access legal texts. Possible cause: firewall is blocking urls. Solution: whitelist complete www.epo.org domain 
2. Not able to open pdfs of legal texts. Possible cause: large pdfs cannot be opened in LockDown Browser. Solution: brows using html or use html search www.epo.org/search.html

e-EQE 2021 update - 12 Feb 21 - Mock3 announced

© Matt

Update 16 Feb 21 - Mock 3 part updated. Last chance to test. At least test briefly on 23 Feb, even if you have not yet had any problems

Update 14 Feb 21 - AI monitoring part during exam amended. During exam, a lot is recorded and invigilators will have access. After exam, AI analysis will be done to flag problems, but people will review.

Update Feb 21 with a couple of things from Zsofia Pintz's LI post.

On 11 Feb 21,560 people followed an EPO/epi public webinar updating us on e-EQE. Panelists answered questions supplied in advance. There were a lot of unanswered questions in chat. Announced Mock3 for 23 Feb 21 as an extra test for your setup (see below). Pass on this info to all candidates you know.

Panelists: Xavier Seuba (EPO: Director Patent Academy and EQE),  Christoph Machwirth (EPO Head of EQE Secretariat), Simone Fausti (EPO Project Manager e-EQE), Tiem Reijns (epi Project Team e-EQE), Julia Gwilt (epi Chair of Professional Education Committee), Jens Horstmannshoff (EPO Project Team e-EQE). 

Thanks to the panelists for taking the time to do this. Hopefully, it will be online soon. I asked for the 28 Jan 21 session to be put online as well: these sessions really answer a lot of questions. Indented are my notes for things that seemed new or were emphasised, so check the official documents and my other posts.

General points

On 10 Feb 21, Ignacio Lobato Holtmann created a Telegram group for fast exchange of eEQE info. He also proposes forming using it study groups for the next EQEs. For a lot of people this is a more natural way of sharing info - they are answering each others questions and swapping tips. It is like a mini unofficial helpdesk. At the moment, there are 90 members, it is completely open, so members can also invite other candidates. So if you need help, join.

• I am happy to have been selected again to do Paper D as an external bench marker. So I will also have to prepare my room, keyboard etc. and do the exam on 2 Mar 21 under the same exam conditions. 
• 5 people are selected for each exam - the answers are used for discussions around marking. The answers do not determine marking levels in any way - they simply want answers scoring approx. 50 marks which they can discuss as a group about where to award marks or not. 

• Read latest versions of official docs on official EPO e-EQE page and FAQ page in preparation for Mock3 and exam. Read in detail before testing and again before the exam (updated regularly)
• a lot of questions are already answered here
• they are working to combine everything in one guide (now available on e-EQE page)
• 50% of candidates have still not tried the system. If you know somebody, please pass it on. Mock1 flows are available and there will be a Mock3 on 23 Feb 21. Mock 1 exams were made by the Examination Committees.
• Real risk that you fail because something trivial like a camera does not work or your desk is facing the wrong way. It is your responsibility. 
• If you "hand-in" an exam, flow is completed and you cannot start it again. So if you want to try again, don't hand-in for Mock1 or Mock3
• Mock2 was intended to test everything with a big load, so flows are no longer available.

1. Location for exam

• Make sure no windows, bookshelves, paintings, or light sources behind you.
• Can confuse AI invigilation. If it is a problem, cover them with paper.
• They can ask you to scan your room before you start with the camera to check everything
• My suggestion: discussions on possible "suspicious behavior" may happen much later after the exam. I advise to video (or pictures) your room/desk/monitor before the exam, with date & gps location stamp. If something strange happens during the exam, type it in the chat. After the exam, if it was serious, let them know by email to helpdesk@eqe.org.
• No glass walls or doors
• Earlier, they said that you can cover glass walls and doors from the inside. Just sticking paper over them was suggested. You should close blinds and curtains. You make sure that no-one can see your screen or communicate with you.
• Realise that for the whole exam, you have to sit at your desk in front of the camera. So if you have them covered and your desk is away from them, it should not be a problem.
• No other electronic devices permitted unless explicitly allowed by Examination Secretariat in advance
• You cannot have a 2nd computer or phone close by in case you have problems. 
• Better to put outside the room
• If you do have a second screen next to your first one but disconnected, you should move it way, well out of reach of your desk, and with the screen side not visible
• Other computers may be in the room but must be switched off and out of reach
• If the other computer has screens, disconnect them and move them away
• Medical issues: you should have mentioned these issues and electronic apparatus when registering as they apply during a regular in-person exam. It is now too late to register and request special treatment
• My experience: they consider reasonable requests, but no guarantees. Explain why you did not mention on registration. Don't request things you can live without. Be prepared to provide a letter from a doctor.
• You cannot get up to get books from book shelves. You must remain sitting in front of camera for whole exam. Normal movement is fine, but head has to stay in camera range and with the camera capturing your ears as much as possible.
• There was a discussion about whether books on the floor is allowed. Don't risk facial recognition issues - have all your books on your table or side tables if possible. Make sure you can grab them without moving your head out of range
• Question asked about taking exam from US or though VPN. In principle, no restrictions, but you may get delays and connection may be less reliable. VPN should be avoided as it slows the connection down and might block Lockdown Browser.

CLICK BELOW FOR MORE (Invigilation section updated)

e-EQE 2021: Avoiding Lockdown Browser crashes, and how to get out

Update 24 Feb 21 after Mock3: this post is intended to help with problems DURING the exam

Update 23 Feb 21: added comment about company computer

Update 18 Feb 21: handing in after Browser crashes possible (based on info from EQE helpdesk)

Update 14 Feb 21 - AI monitoring part during exam amended. During exam, a lot is recorded and invigilators will have access. After exam, AI analysis will be done to flag problems, but people will review.

Update 11 Feb 21 after webinar

Update 10 Feb 21: Ignacio Lobato Holtmann has created a Telegram group for fast exchange of eEQE questions, tips and info: t.me/joinchat/HtIZQ9_gihND-cgc. He also proposes forming study groups for the next EQEs.

Update 5 Feb 21: Winkey L not allowed

Mock2 was intended to test everything with a big load, so the flows will NOT be available later. 

Mock3 (23 Feb) is last chance to test YOUR system before the exam, so login as much as possible.

I tried many different ways of crashing the browser with the keyboard in Windows 10. This is not a complete list, I am sure, and unofficial. The Respondus LockDown Browser version was 2.0.6.08 - 7 Aug 2020. (Same version was used in Mock3). Let me know if anything is missing, particularly for Apple/Mac's.

Before exam:

• Don't be passive and just accept problems & difficulties. Also relating to room requirements. Report them to helpdesk@eqe.org
• they get an idea of the scale of problems, they can prioritise any fixes or messages, and they find about new issues
• you have already recorded your problem ("all due care"-like), so if it happens during the actual exam and there is a discussion later, you have some documented evidence
• Read the official docs here: eEQE page (www.epo.org/learning/eqe/e-eqe.html) and FAQ's page (www.epo.org/learning/eqe/faq.html) before testing and again before the exam. Many issues are already covered and they are updated regularly.
• If you had technical issues during mocks, check known Wiseflow technical issues (wiseflow.zendesk.com/hc/en-gb/sections/360005073860-Troubleshooting), particularly troubleshooting and webcam troubleshooting)
• My overview of troubleshooting to be done BEFORE the exam: saltedpatent.blogspot.com/2021/02/e-eqe-troubleshooting-wiseflow-lockdown.html
• Some problems may be due to using a company computer where you don't have full admin rights. For example, blocked urls, a missing chat window in Zendesk, changing IP addresses, automatic virus scans, screensavers that cannot be disabled, updates that cannot be disabled.
• AI does not automatically generate warnings if you move your face out of view or speak. 
• Your camera and microphone are sampled, and the invigilators have a dashboard with the real time status. For example, the degree of facial recognition is monitored. If one of them is "zero" or "low" (e.g. if you move too much), you should go to the top of the list, and they may contact you. But it depends on how busy they are. 
• Not being contacted does not mean that everything you did was acceptable.
• After the exam, this data is combined with other inputs in your profile. It is used afterwards to determine whether suspicious behaviour is suspected. The AI will generate a list of possible suspicious behaviour, which will be further analysed by people. It is the people who make the decisions. 
• Preferably use a computer with only hardware and software absolutely necessary for EQE. You can easily make a new separate user account in Windows.
• You can set up your phone as a mobile hotspot to use in emergencies, but it cannot be within reach during the exam. Your computer has to be set up to automatically switch.
• Do your best to comply with the spirit and letter of the regulations and instructions, and you should have no problem. However, as the AI infers behaviour based upon limited sampling, you should document you room and workspace - see my post here about the Instructions and Creating your own evidence
• Many of the restrictions cannot be tested in Mock1, so do not rely on that. They were detected during Mock2 and Mock3.

Disabling functions before the exam

• Disable all screensavers, hibernation modes and power savers - do not allow the display, hard disk etc to be turned off after a period of inactivity. Inactivity is most likely on Paper C where you have a lot on paper to read, but on some systems screens are turned off after 10 minutes.
• some people said during Mock3 that their screensavers did not come on, probably diue to the camera operating. But this is a risk if you cannot disable these
• Disable Win 10 settings allowing 3 or 4 finger gestures to be disabled for a touchpad
• Disabling ALT-TAB and WINKEY keys requires third-party software. Gamers also like to disable them, but usually with software. 
• This software is not compatible with LockDown Browser
• Alt-Tab twice kicks you out: they are looking at this. Try and stick to CTRL-C, CTRL-V and CTRL-SHIFT-V - these will be the safest
• If tripped, you will need invigilator password, have to reset, costing you 5-10mins, and causing stress
• Browser is a 3rd party product. Assume that this will not be improved and take action to avoid pressing. 
• if you have a USB keyboard, you may be able to take off either the TAB or ALT cap. TAB is probably the one you don't really need. Laptop key caps cannot be removed!!!!!
• Note that TAB / SHIFT-TAB can be used to change bullet indent positions. So you will only have one indent available. But that is enough for the exam - don't try and make the formatting too nice. Use "-", "=", or space if you want to show a difference.
• Or put a sticker on it so it feels different. 
• Or slide a thin piece of card, like a business card, or plastic, under the edge. TAB seems to be the easiest to block as it is a wide key. ALT is preferred by those who use the TAB key for indenting.
• I recommend also disabling WINKEY in the same way

Zendesk (FAQ's - 24 Feb 21):

• Easiest and quickest way to reach an invigilator is through Zendesk chat tab in LockDown Browser. Request will be acknowledged within 15 minutes after receipt. Answer time depends on complexity of issue.
• If not in LockDown browser, you can log-in via “epo.zendesk.com” from a standard internet browser. Only in emergencies and if Zendesk is not available, call +49 89 2399 5155. Telephone lines are very limited - Zendesk is strongly recommended.
• Communication via email will not be dealt with.

• My comment: I realise it will be stressful, but please be respectful to the invigilators 🙏. It is not easy to diagnose problems remotely and there may be different escalation levels they have to go through.

During the exam:

• Avoid being flagged later by keeping face and ears within camera view and being quiet. 

• Avoid crashes (considered "Illegal Actions") (checked again during Mock3): 
• DO NOT USE: ALT-TAB, 3 or 4 finger gestures on touchpad
• DO NOT USE: Winkey-D, Winkey-L, Winkey-M, Winkey-P, Winkey-R, Winkey-X, Winkey followed by trying to change any taskbar settings
• DO NOT USE: in general, any shortcut or command allowing other applications to be opened, going to another desktop, going to another application, trying to change system settings etc.
• Browser has also reported "too many mouse movements" on some computers - I could not replicate this.

• Appear to be allowed (but no guarantee this is true on all systems) (checked again during Mock3, some were confirmed by other): 
• two-finger gestures for scrolling and zoom in/out (3 & 4 finger gestures were disabled)
• F5 - refresh browser. Use LockDown Browser's built-in refresh function instead - click on "refresh" icon at top left to start. For Main Exam, it is no problem. In Pre-Exam, you need to user password and invigilator passwords to get back in. 
• CTR-ALT-DELETE - (can take several seconds to respond). Lockdown Browser reduces options normally available. Can select different network or keyboard at bottom right. 
• don't select Lock screen (= same as using Winkey-L)
• only use in emergencies. Winkey-space is preferred to change keyboard layout
• CTRL-A, B, C, F, I, U, V, X, Y, Z 
• CTRL-SHIFT-V pastes without formatting 
• CTRL-TAB is accepted, but it does not switch between browser tabs (as expected) - it just increases indents
• SHIFT-TAB is accepted, but appears to work just like TAB
• CTRL ↑ and ↓ to jump between paragraphs. CTRL ← and → to jump between words.
• CTRL-SHIFT ← and → to move text selection to end of earlier/next word
• CTRL-SHIFT ↑ and ↓ to move text selection to end of earlier/next paragraph
• SHIFT ↑ and ↓ or SHIFT-END to move text selection to end of line
• PG UP, PG DN, HOME and END or CTRL-HOME and CTRL-END - jump to next page top or bottom of answer
• BE CAREFUL WITH Winkey - see above
• Winkey-space - to change keyboard layout 
• Winkey +, Winkey - for zooming in Windows. CTRL-scroll wheel did not work. Use LockDown Browser's built-in zoom function instead - click on (i) icon at top left to change.
• Winkey . and Winkey ;   open emoji keyboard 😲. Could be useful to help you navigate long answer, or to mark something to finish later. Don't use as part of your answer - it is not retained after conversion.
• <joke> For the Zendesk chat? 🚻🚽. As abbreviations? 🧯 (removal of cause of non-compliance), 💣 (undisclosed disclaimer), 💡 (inventive step),  📆 (working day), 💉 (first medical indication), 💳 (opposition fee paid by credit card) </joke>

• Avoid other crashes:
• Don't open too many tabs (typically more than 10)
• Don't press CTRL when clicking on Assignment to open assignment in a tab (just click without CTRL)
• Don't press CTRL-P: on some systems, this appears not to be blocked (unclear why - I could not replicate it). But you should not be printing during the exam (it is supposed to be disabled). If it does something, it likely will crash the LockDown Browser due to pop-up windows.
• System notifications or pop-up windows can cause freezing. If in front of browser, you cannot click on it. If behind, you cannot navigate to it. If behind, you also do not know what the cause is. You may have to try refreshing the Browser to solve (see below)
• Screensaver, automatic screen locking and power saving can create instability and force the FLOWlock program to close. Disable all sleep and hibernation, or set them for many hours.

My suggested (unofficial) way of dealing with freezing/crashing during the exam

A. Camera disconnection:

• During Mock3, many candidates had problems with the camera turning off after some time during the exam (entry image and initial testing by LockDown Browser were all done successfully). It is not clear why this happens. The LockDown Browser does not generate an error or warning. It should be detected by the invigilators dashboard - if they have time and it lasts too long, they should contact you to find out.
• If you notice the camera is off (e.g. LED turns off), report it as soon as possible in Zendesk chat (you likely will not know how long it has been off). 
• Solution (ME): Refresh Browser (Click on browser "refresh" icon top-left). If this does not work, you may need to exit the LockDown Browser as described below.
• Solution (PE): For Pre-Exam, LockDown Browser works differently - you will need to enter flow AND invigilator password after a refresh before you can continue. So, you need to wait for instructions from Zendesk if you do not have the invigilator password to refresh.  If this does not work, you may need to exit the LockDown Browser as described below.

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Updated requirements for Mock2 & e-EQE 2021

Update 26 Feb 22: updated epi link

Update 10 Feb 21: Ignacio Lobato Holtmann has created a Telegram group for fast exchange of eEQE questions, tips and info. He also proposes forming study groups for the next EQEs.

Mock2 was intended to test everything with a big load, so the flows will NOT be available later. 4 Feb & 5 Feb are the last chances to test YOUR system before the exam, so login as much as possible. If logging in late, use invigilator password is: xyz 

Updated 2 Feb 21 with comments on D (see end of post)

Update 1 Feb 21 after starting Mock2 PE Part 1( in red).

Thu 28 Jan 21, updated docs on official EPO e-EQE page website in preparation for Mock2 and exam. Read in detail before testing and again before the exam (updated regularly)

• New: Requirements for the e-EQE 2021 with room requirements, and steps you should follow. 
• Updated: e-EQE Data Protection Statement explaining compliance with GDPR
• Updated: WISEflow user guide. See my PDF track changes - WISEflow user guide. 
• Updated: Tips4Candidates. See my PDF track changes - Tips4candidates. 
• New: EQE2021 calendars can already be printed for PE and Paper D. On EQE notices page.
• Mock2 papers and model solutions available from epi website (no login required)
• invigilator passw:   xyz
• Updated 3 Feb 21: I have collected crash & restart issues here in a separate post

I have updated my earlier posts as much as possible. I have not linked to official docs as they are updated regularly - print them out and have them at the exam. A selection from the updates:

1. Location for exam

• cover any see-through wall or door in room through which another might be able to see your screen
• cover any window, mirror or other shiny or glossy surface behind you
• no other electronic devices permitted unless explicitly allowed by Examination Secretariat in advance
• food, drink and medicines allowed
• eyewear allowed but only for correcting or aiding vision
• cannot leave room or move out of camera view within first 30 mins of exam
• Mock2 PE: I also handed in and left within 25 mins without problem. 

2. Hardware

• camera centred above or below frame of the active screen, but not more than 5 cm away from it
• audio verification required before you can access the flow
• test audio and video before launching Lockdown browser (in operating system)
• Mock2 PE: needed to have camera & microphone working before starting browser. After that they stayed on, but no invigilation and no warnings if you get up etc. 

3. Software

• Zendesk info added to communicate with invigilators. Must login for exam. Login available in Lockdown browser under External Resources. Login possible from normal browser if problems. New address given: support@epo.zendesk.com. Set up Zendesk account in online environment (another username and password)
• Mock2 PE: I could not log on to Zendesk (I have not received a password, and no account exists yet for me). But I could still do Mock2 PE part 1 without it.
• Mock2: although you can log-in, they were not responsive. So if you get kicked out, or are late, you cannot do Mock2
• turn off screensavers and power saving
• accept all cookies at WISEflow login
• Mock2: if you have a touchpad, turn off 3 & 4 finger gestures in windows settings

4. Invigilation

• Before Mock2, use "Reference photo with ID/passport " flow to record your e-EQE reference photo (available from 29-01-21 14:00). Only takes few minutes, and will save you time during the EQE and Mock 2. Once completed, when accessing any subsequent flow, you will simply have to take an entry photo without the ID card/passport.
• Apparently, if not happy, can exit flow without finishing and tick box to say you want to retake. That allows picture to be taken again.
• If not successful (eg ran out of time), when you start Mock2, you will be prompted to do it again, so have ID ready.
• take entry image when prompted starting exam flow, ensuring entire face is visible, and approve it. 
• Mock2 PE: I had completed ID flow correctly 1 day before. On starting browser, just had to take picture of face. Also had to check microphone working and speak my name into it.
• if late due to exceptional circumstances, may still take exam, but need to supply evidence afterwards. You could still be disqualified afterwards.
• Mock2: invigilators will not respond, so if you are late, you cannot start exam
• unscheduled breaks (A,B,C,D2) only possible after 30 mins passed from official exam start time
• inform invigilator via chat function:  “I take an unscheduled break” and “I’m back from the unscheduled break”
• Mock2 PE and D: no active invigilation
• may not take any material or docs from desk during unscheduled break. Cannot leave room or move out of camera view within first 30 mins of exam
• Mock2 PE and D: no active invigilation

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Converting a "paper" methodology to e-EQE digital

Update 10 Feb 21: Ignacio Lobato Holtmann has created a Telegram group for fast exchange of eEQE questions, tips and info. He also proposes forming study groups for the next EQEs.

Updated 30 Jan21 in purple.

Thanks to Thomas Kimpfbeck - he held his "How to cope with the new online EQE" webinar on 21 Jan 20. He was one of the early testers of the WISEflow system, and he makes interesting points. But he did work with an earlier version, so I think one or two technical details have changed. The recording is available here.

• Updated 4 Feb: read the official docs here: eEQE page and FAQ's page before testing and again before the exam. Many issues are already covered and they are updated regularly.

Below, the things I found interesting in Thomas' webinar and my comments in blue:

1. General

• Use Wordpad in windows as a simple editor to practice exams digitally.
• Learn to touch-type - quicker, less switching of attention, reduced neck strain
• Focus on content
• Agree. Marks are mostly given for answering the questions, coming to conclusions and showing how you applied the appropriate law to the correctly identified facts given in the exam.

2. Hardware:

• Notebook or laptop built-in screen is too small. Use an external monitor screen instead.
• No other computers (or monitor screens) on the desk. 
• no other electronic devices permitted unless explicitly allowed by Examination Secretariat in advance
• Use a scroll mouse as you will need to scroll through your answer

3. Software:

• After browser starts, cannot access or view windows task bar
• test audio and video before launching Lockdown browser (in operating system)

4. Invigilation:

• There will be an invigilator chat window
• Zendesk - separate username and password. Login in Lockdown Browser under External Resources

5. Lockdown Browser:

• Avoid browser bugs:
• don't select wrong language as you may have to start exam again!
• max. 10 tabs to avoid crashing browser
• Use scroll wheel on mouse instead of clicking on scroll bars
• Use keyboard shortcuts instead of menus
• No shortcut for jumping between tabs
• Available CTRL-A, B, C, F, I, U, V, X, Y, Z 
• CTRL-SHIFT-V pastes without formatting is also available
• Use smaller fonts e.g. 8 pt and Headings 3, 4 in your answer to reduce scrolling
• Use CTRL ↑ and ↓ to jump between paragraphs. CTRL ← and → to jump between words.
• HOME and END keys jump to top or bottom of answer
• It is possible to go back to an old version in Revisions tab
• Try CTRL-Z first. This should only be for disasters, like realising that you deleted half your answer 5 minutes ago.
• CTRL-F does not work in exam tabs
• From Mock1, it looks like this does work, but not so well for all exams. Wait for Mock2 to see if anything is improved.
• Use Table of Contents generated with headers to navigate through your long answer
• I mentioned in the chat that my entries could not be clicked. Thomas did not have that problem - it worked on his computer.
• Can use table function to compare text side by side
• I would not use this. You will waste a lot of time working on this.
• Also, they do not want to see tables as part of your answer as it is not always clear to the marker what you are trying to show. Better to write short arguments and conclusions.
• EPO website accessible via external resources
• EPO Legal Texts be available under external resources. 
• Note: Pdf versions could not be opened in Mock1. There is an Advanced Search for html versions, but unclear if this will be available. Test it during Mock2.

6. Converting a methodology on paper to e-EQE

• You can highlight and format in your answer to help you navigate in your own answer
• Don't waste time just formatting your answer to make it look good. It is the content that gets marks, and the marker understanding the context  of each statement correctly.

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Don't forget to test e-EQE system (epi update)

• Update 10 Feb 21: Ignacio Lobato Holtmann has created a Telegram group for fast exchange of eEQE questions, tips and info. He also proposes forming study groups for the next EQEs.
• Mock2 was intended to test everything with a big load, so the flows will NOT be available later. 4 Feb & 5 Feb are the last chances to test YOUR system before the exam, so login as much as possible. If logging in late, use invigilator password is: xyz 
• Updated 3 Feb 21: I have collected crash & restart issues here in a separate post

Updated 30 Jan 21 in purple.

Just received this urgent e-mail from the epi:

• The EQE will take place from 1 to 5 March 2021.
• As you know, the EQE will be held virtually this year. You must already connect to the e-EQE platform called Wiseflow, in order to anticipate and solve possible technical difficulties. For example, it will not be possible to use more than one computer screen during the EQE:

• Please note that if candidates are not able to log on to the system correctly on the day of the exam, all the time and effort spent preparing for the exam may have been wasted!
• Candidates can access and test the system as often as they want. The system is permanently available.

• To give you the best possible chance of passing this exam, EQE secretariat together with epi offers to accompany you:
• Mock 1: is intended for candidates to test their equipment and get acquainted with the examination environment. Candidates can access and test the system as often as they want. The system is permanently available only until February 28, 2021: to train on the e-EQE 'Wiseflow' exam access platform
• Mock 2: is only accessible in the “Wiseflow” system from 2 to 5 February 2021, under simulated examination conditions (days and times). The papers and model solutions will be available for free on the epi-learning platform (epi-learning.org) for all EQE candidates in the three official languages of the EPO after each Mock 2 examination paper.
• Note: Mock 2 Pre-Exam available on 1 Feb 21 (not made by epi)
• No registration needed! More information around the eEQE preparation is available here.
• Note: You will need to record your e-EQE reference photo first in WISEflow, (from 29-01-21 14:00). Max. 1 hr after starting, so make sure camera etc. is all working first.

• Candidates who wish to have more insights can register and book with epi a package (costs 60 EUR per paper for epi students, 80 EUR per paper for non epi students,).
• The package includes:
1. videos wherein epi tutors explain the model solution; the videos will be available on epi-learning.org after each Mock 2 paper
2. access to a forum at epi learning platform for questions around the Mock 2; available from 2 to 26 February 2021
3. the possibility to attend live Q&A sessions with epi tutors (English only); from 8 to 18 February 2021
• Registration for the epi package is available here.

• Should you have any questions, please do not hesitate to contact the epi Education Team.

Best regards / Mit freundlichen Grüßen / Sincères salutations

Education Team, epi - European Patent Institute, education@patentepi.org | www.patentepi.org

Tel: +49 89 242052-250 | Fax: +49 89 242052-220

Russell IP EQE Webinars 2021 now available

This was a great initiative - Russell IP hosted almost 10 hours of free tutoring last week, primarily for candidates affected by the cancellation of  EQE 2020. From across Europe and further afield, almost 400 candidates attended the five webinars.

Recordings of the webinars, copies of the presentations, and several templates are now available on the Russell IP website (with kind permission from the tutors).

I add my thanks to everyone involved - it is not easy to find time to do this. But a little support makes a big difference to candidates in this challenging year!

Jointly initiated and coordinated by Iain Russell (Russell IP) & Guy Warner (Unilever). Tutors: Pre-Exam – Jonathan Hewett & Kathryn Rose (Venner Shipley LLP); A & B - Guy Warner (Unilever) & Iain Russell (Russell IP); C – Paul Beynon (Appleyard Lees IP LLP); D – Kirsty Simpson (Venner Shipley LLP) & Gemma Wooden (EIP).

e-EQE 2021 update - 14 Jan 21 - still some rough edges

Update 10 Feb 21: Ignacio Lobato Holtmann has created a Telegram group for fast exchange of eEQE questions, tips and info. He also proposes forming study groups for the next EQEs.

Mock2 was intended to test everything with a big load, so the flows will NOT be available later. 4 Feb & 5 Feb are the last chances to test YOUR system before the exam, so login as much as possible. If logging in late, use invigilator password is: xyz 

Updated 3 Feb 21: I have collected crash & restart issues here in a separate post
Updated 30 Jan 21 in purple. Updated 27 Jan in red. Updated: 19 Jan 21 in blue. 

On 14 Jan 21, 820 people followed an EPO/epi public webinar updating us on e-EQE. 75 tutors then followed a smaller session. Panelists answered questions supplied in advance, and also those submitted in the chat, including a lot of mine (thanks for that :-). 

Panelists: Xavier Seuba (EPO: Director Patent Academy and EQE),  Christoph Machwirth (EPO Head of EQE Secretariat), Simone Fausti (EPO Project Manager e-EQE), Tiem Reijns (epi Project Team e-EQE), Julia Gwilt (epi Chair of Professional Education Committee), Jens Horstmannshoff (EPO Project Team e-EQE). 

Thanks to the panelists for taking the time to do this. A good opportunity to discuss where we are, to find out what will remain as-is and what could be changed or improved. Most important - don't expect big changes in the interface, try the system out extensively, find a way to deal with features that you miss, and get your room & computer ready.

General points

• Official EQE docs with official requirements are available here. Also check FAQs. Read them in detail before testing and again before the exam.
• Surprising: only 30% of candidates have tried Mock1.  Not only to test the exam system, but also your own IT setup. All candidates have received mail from helpdesk@eqe.org about participating (check spam filters)
• Use this opportunity to try it. Do it this weekend. You don't need to complete all the exams, but you need to enroll in WISEflow, look at the interface and start the different flows (exams). You have never worked in this system before. Everything about it is different. Starting the LockDown browser will also check your hardware/software compatibility (all except camera). 
• Second email with participation passwords is from noreply@wiseflow.net. I did not get it for some reason, but I got from a candidate. They are the same for everybody. Send me an email or message if you want to know it.
• Passwords: one for WISEflow itself, a participation one for each flow and one for Zendesk. Invigilator password for each flow only provided if you start late, and only in very limited situations.
• I raised this as you lose access to emails when you are trying to start browser, and you have no phone. No guarantee of anything changing at this stage, but they agreed to look whether each candidate could use same password for the flows. Print them out and stick it to your monitor.
• Recording of public part of 1st webinar now available on EPO website
• There was a 2nd one on 28 Jan 21, and one more planned for 11 Feb 21. Submit questions to helpdesk@epo.org. If you sign up for new webinars, also submit questions during sign-up.
• epi has been heavily involved behind the scenes, including epi tutors making Mock2 exams. Specifically mentioned were efforts by Tiem Reijns & Katerina Hartvichova.
• Reference photo with ID must be registered before the exam using the dedicated flow in WISEflow. Max. 1 hr, so check that camera is working before starting

1. Location for exam

• No restriction on location. Not necessary to inform EPO of where you take it, or if you change location. With WISEflow, everything is stored online, so you can even change to a different computer. Flexibility built-in as impossible to tell what COVID restrictions will be in March.
• Flexibility in location seems to have dictated a lot of the other requirements, such as splitting the exam and no unscheduled breaks in PE and D1.
• Looking at the current lockdowns, this was a very wise idea
• Must be closed room. Must be alone and no-one can enter during exam. No-one can look in and see your screen (glass walls, panels or windows must be covered). Camera will monitor during exam, so area behind candidate should be neutral in color with no bright light sources such as windows. Also no pictures on wall behind you with faces. 
• My note: your face needs to be well lit, particularly if you have darker skin. 
• Only allowed electronic equipment in room specified in exam requirements - computer, monitor, camera, speaker, microphone. Either internal or external (wired) allowed. Printer & router also allowed in room. No other electronic devices permitted unless explicitly allowed by Examination Secretariat in advance. Food, drink and medicines allowed.
• Put a Quiet / Do Not Disturb sign on your door. You don't want calling you, knocking or trying to come in. Preferably lock the door from the inside.
• If relevant, reserve time before each exam to print. If relevant, reserve toilet.
• Ensure no noise in background, like music or TV, or smart speakers
• My note: a video scan of room can be required before each exam. Not mentioned (yet) in official EQE docs
• Advice from a lawyer was to perform your own scan just before you put your phone away before the exam starts. Preferably time stamped videos and/or pictures.

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eEQE 2021 Mock1 - Experience & Tips - A, B & C

Updated 28 Jan 21 with comments from eEQE FAQs

Updated 27 Jan 21: see post on using digital functionality more during exam.

Based on Mock1, C seems doable with 2 papers practice - it is a struggle to deal with such a long answer in a single view, so you really need to be organised. The claims are short, so I just copied the features onto paper.

I could do this paper A within the 4 hours, but I know this paper quite well and it is relatively straightforward.  Not having the letter slows you down - in paper A, you cannot just make one pass and use everything, you have to keep going back to the letter, and there is no way to mark what I have used or not used. Each paper is very different (like a real client's letter), so you cannot prepare any detailed templates beforehand to help organise. Luckily, you can copy claim language into your answer when you see it - fortunately, with A, the claims are most of the marks and with the combined technology papers, you get a lot of claim language in the current papers. 

B took me an extra 30 minutes. Very hard to do online - there are a lot of  pages you dont have. You need to compare a lot, so it is easy to miss something when clicking on the different tabs. It took me a long time as I had to double check a lot of things. More time would help, but I would prefer to be able to print everything. Or have everything except the claims as filed and the clients claims (consistent with C). Also, a simple way should be provided for including an amended set of claims - in real life, the EPO will only accept very minor amendments without such a claim set (GL H-III, 2.2). The main thing to remember in Paper B is that the clients letter and claims are telling you the direction to go in - if you follow that, but not blindly, you may not need to read everything in detail 

Important is to find the way that is most efficient for you that results in the fewest mistakes. Concentrate on the content (as before) and dont be distracted by additional possibilities to make your answers look nice. Feel free to distribute any materials as long as you indicate the source. There is a separate post for PE and D with many general comments which still hold. I have only repeated the most relevant here.

Hardware - see PE & D post. 27inch external monitor 1280x1080

Software - see PE & D post. 

General plus points:

• See PE & D post.  
• When starting Lockdown Browser, it detected that Windows Update was active, giving the chance to stop and turn it off :-)
• Can open many tabs of assignments, zoom and search in them, allowing separate views of pages or parts of pages. But max. 10 tabs in total visible for 27 inch screen.

General minus points:

• See PE & D post. 
• If something goes wrong (interface freezes) you may have to reset your whole computer. There are some invigilator options in the main tab for saving and printing that can be activated with the Invigilator Password. If you are viewing a different tab, click (i) in browser, select "Proctor Exit", and then enter Invigilator Password to exit.
• For A, B, C no highlighting. For pages only available on-screen, impossible to keep track of what you used or noticed. For B, it is a lot to have visible in the tabs.
• Multiple tabs cannot be named or viewed side-by-side
• Bug 1: max of 9 additional tabs (in addition to main tab). If you open 11th tab (10th additional tab), browser freezes and PC must be rebooted. It is also possible to click (i) in browser, select "Proctor Exit", and then enter Invigilator Password to exit.
• Bug 2: with smaller screens (14 inch), tabs can be opened but not accessed as they are off screen. Max. 6 tabs visible on 14 inch screen. 
• Only one view of your answer available, so for long answers (A, B, C) you may need to scroll around.

Tips - ME A, B, C

• See PE & D post. 
• Use separate online tabs for at least the non-printable pages. For A and C, can use 1 tab for each non-printable page. For B, too many pages, so can group into 1-2 tabs per document. With a 27-inch screen, full page view is easily readable. But max. 10 tabs allowed.
• For copy/paste in tabs, try selecting bottom up instead of top down before copying
• CTRL keys work in answer - A, C, X, V, B, U, I etc. "Shift+arrow" works for selection
• CTRL A, C work in assignment tab
• CTRL F works for find in assignment tab, or find/replace in answer
• CTRL Z, Y work for undo, redo
• CTRL-SHIFT V also works to paste in answer without formatting
• Use one or two heading types in answer (Heading3 or Heading4) - this allows you to click on headings in Table of Contents to quickly jump (this worked the first time I used it, but when I went back the clicking did not work anymore).
• To reduce risk of copying wrong details to paper overviews, read assignment in tabs and select dates or facts (as if you were going to copy) before you not them so that you do not lose your place, making it easier to double check.
• You don't need complete sentences - answers can be given bullet-style to reduce scrolling.

Suggested improvements:

• See PE & D post. 
• ME: fix the bug that more than 10 tabs requires a reboot.
• ME: as a general rule, a maximum of 4 pages should be available only on the screen. Any more is to difficult to read when they are in separate tabs.
• ME: allow 2-4 assignment tabs (which allowing selection & copying) to be displayed side-by-side in a single view.
• A: Provide all exam to print or give extra time
• B: Provide all exam to print or give extra time. Possibly compromise: only claims as filed and client claims are unprintable.
• B: Provide format to include claim set showing amendments
• ME: allow text-only appendices to be defined and inserted into answer. These would allow different sections of answer to be visible in different tabs. This would help the most in C as the answer is very long. But max. nr of allowed tabs needs to be increased.
• ME: make sure hyperlinks in Table of Contents work reliably

CLICK BELOW FOR MORE ABOUT A, B, & C