How to Use IPCRMS by Rapporteur International Patent Classification Section 2019

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What IPCRMS can do for Rapporteur?
Upload (import) or Download (export) tables
 
used 
in
 IEF Annexes
(schemes, RCLs, CRLs, NLR), in particular:
import 
scheme
 (both EN/FR         ) from file or import 
CPC/FI
;
import 
RCL
                          from file and create corresponding
amendments in the scheme;
import 
NLR
                          from file, create corresponding
amendments in the scheme and move references to definitions;
export IPC 
scheme with comments
          
in a unified, IPCRMS-
friendly form, in widely recognised DOCX file format;
export 
CRL
         in the form of IEF Annex and create corresponding
scheme, definitions and catchwords amendments in the project;
import 
definitions
 from file.
Formal quality check 
draft proposals, e.g. symbol syntax, scheme
hierarchy, RCL validation, ever used symbols, project
overlap, cross-references, EN/FR structure alignment, 
etc.
 
2
Scheme, RCL and NLR Import
S
c
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m
e
 
T
a
b
l
e
 
I
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p
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t
IPC symbols, dots (or kind), titles
Creates new and modifies existing entries or amendments.
N
L
R
 
T
a
b
l
e
 
I
m
p
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t
IPC symbols of places and references + kind of references
Moves references to definitions.
 
 
R
C
L
 
T
a
b
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e
 
I
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p
o
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t
IPC source and target symbols + default transfer
Creates or modifies RCL and existing entries or amendments.
3
FR
Scheme, RCL and NLR 
Import
 Rules
DOCX file format
;
table 
with 
three columns 
in the right order;
table 
is
 the first element in the file
;
scheme table 
without
 heading, RCL and NLR tables 
with
 headings;
full IPC symbols (better) with a space after the subclass symbol, e.g. A01B 1/00;
entry kinds 
expressed by 
digits, dots or text 
(see the table
s
 below)
;
entry titles
 
and references 
expressed by 
standard alphanumerical characters;
references categorised by using abbreviations LIM, INF, APP and RES in NLR import;
track changes 
(better) 
accepted, crossed-out text 
(strikethrough) is supported;
not supported
: empty rows or cells (except to express main group kind), merged or split
cells or tables, multiple paragraphs in cells, nonstandard characters, images.
4
IPCRMS Definitions Import
D
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s
 
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I
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Use DOCX template for individual definition upload
Creates new or modifies existing definitions.
Template is included in the 
Guidelines
for revision of the IPC
(click DOC icon to download IPCRMS-friendly DOCX format)
5
Export Scheme and CRL
S
c
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E
x
p
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w
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c
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m
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t
s
!
Unnecessary columns can be removed in an external text editor
Scheme can be used for comments or draft modifications and re-imported in IPCRMS.
C
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p
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w
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a
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n
d
m
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s
!
One-click solution based on the RCL in IPCRMS
Exports a file and creates new or modifies existing scheme,
definitions and catchwords entries or amendments.
6
Initial idea to revise
 the 
IPC
(get your scheme proposal in IPCRMS-friendly table)
When IPCRMS can be used
1.
Contact the IB to get a 
temporary project name 
in IPCRMS.
2.
Prepare 
your
 initial revision 
request with a help of IPCRMS,
follow slides 10 to 20 how
 
to
 prepare a scheme proposal 
in
IPCRMS.
3.
Export
 scheme from IPCRMS and use it as a technical part
of IEF/IP5 Annex(es), e.g. under CE020 or IP5 project.
Making an existing scheme
proposal IPCRMS-friendly
(make your scheme proposal table IPCRMS-friendly)
1.
Contact the IB to get a 
temporary project name 
in IPCRMS
or use an existing project
.
2.
I
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y
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s
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!
3.
Export
 scheme from IPCRMS and use it as a technical part
of IEF/IP5  Annex(es), e.g. under CE020 or IP5 project.
Project in IPC revision phase
(benefit from unified IPCRMS-friendly formats)
1.
Follow slides 10 to 20 how to 
technically prepare in
IPCRMS scheme, RCL, CRL or NLR proposals 
that can be
used as a technical part of IEF/IP5  Annex(es), before
posting them on the IEF.
2.
Please, introduce your
 proposals and their modifications 
in
IPCRMS in order to keep it 
up-to-date
 with your proposals
submitted on the IEF.
3.
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.
7
8
Initial idea
IPC or IP5 phase
Post Annex
CE020 on IEF
 
Want
IPCRMS
to help?
Yes
No
Contact IB and get
a temporary project
name
M
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1
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2
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Have your
scheme/RCL in a
table
 already?
No
Yes
I
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*
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1
2
 
a
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d
 
1
8
See and check your
scheme in current
IPC context*
RQ approved
or F project?
No
Yes
IB creates a
revision project
on IEF/IPCRMS
 
 
 
 
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1
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Have your
scheme/RCL/NLR
in a 
table
 already?
No
Yes
I
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s
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/
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1
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1
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6
I
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c
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f
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y
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!
See and check your
scheme in current
IPC context*
E
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1
8
No 
project
P
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A
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F
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f
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*
Update
 or
modify
 scheme
or RCL?
Yes
All adopted by
WG?
No
 
 
No
Scheme
adopted
Yes
Optional
Simple Rapporteur Workflow incl. IEF + IPCRMS
* as needed
 
 
I
P
C
 
R
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v
i
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i
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n
 
R
e
q
u
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s
t
Office submits a request under 
CE020
IB creates RQ project
(to be approved by offices)
IB creates C project
(after approval of the RQ by offices)
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9
O
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I
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Click 
IPCRMS
 under the heading
R
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on the IPC Home Page
https://www.wipo.int/classifications/ipc/en/
Click 
My account
 on the right top of
the application screen
Insert your 
Username
 and 
Password
and click 
Login
. 
If you do not have the
username and password, please contact
ipc.mail@wipo.int
.
List of active projects is default in IPCRMS
T
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10
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.
What is missing in this project overview?
(see the answer below)
O
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.
Subclass or group symbols in the
IPC area make all their subdivisions
displayed in scheme and definitions
tabs.
Section, subsection and class
symbols in IPC area make only their
titles, related notes or indexes
displayed.
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!
Set IPC area
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11
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Get your scheme
 
to work with offline
in IPCRMS-friendly format that can
be 
submitted to the IEF 
as a part of
your proposal as well as 
re-imported
to IPCRMS
 to keep it up-to- date with
your proposal!
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s
.
Scheme is exported in a table as
DOCX file format (Office Open XML
standard). 
Project view that enables scheme export
T
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P
:
 
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12
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-
 
E
N
/
F
R
Get your scheme
 into IPCRMS to
keep it 
up-to-date
 with your proposal,
modify scheme in IPCRMS and
export modified scheme
 that can be
again 
submitted to the IEF 
as a part
of your proposal!
Symbols, dots or digits or other entry
kind, e.g. Notes, and their titles can
be imported from a table in Word file.
C
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Table must be the first element in the
imported file, no empty rows before or
in the table, no table header, track
changes accepted, complete symbols
with space after the subclass.
Import can recognise 
strikethrough
,
superscript
, 
subscript
, 
underlined
 and 
italics
,
but not 
image
image
.
Import and its result in scheme view
T
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c
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b
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f
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m
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d
 
b
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.
 
M
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f
i
l
e
!
13
C
P
C
/
F
I
 
i
m
p
o
r
t
Get your scheme and definitions
 in
IPCRMS with CPC/FI entries to keep it
up-to-date
 with your proposal, modify
scheme in IPCRMS and 
export modified
scheme
 that can be again 
submitted to
the IEF 
as a part of your proposal!
C
l
i
c
k
 
C
P
C
/
F
I
 
I
m
p
o
r
t
 
g
r
e
e
n
 
b
u
t
t
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.
S
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c
t
 
C
P
C
 
o
r
 
F
I
 
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n
 
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p
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p
 
u
p
 
w
i
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d
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n
s
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t
 
a
 
p
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p
 
o
f
 
s
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m
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d
 
a
n
d
 
c
l
i
c
k
 
G
e
t
 
e
n
t
r
i
e
s
.
Tick symbols to be imported and modify
(renumber) expected IPC symbols as
needed directly in the pop up window (or
after the import).
C
l
i
c
k
 
I
m
p
o
r
t
 
a
n
d
 
m
o
d
i
f
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c
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m
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d
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a
 
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o
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f
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e
 
a
n
d
 
r
e
-
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p
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r
t
 
a
g
a
i
n
f
r
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t
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a
t
 
W
o
r
d
 
f
i
l
e
.
.
Import with direct CPC/FI renumbering
T
I
P
s
:
 
I
n
d
i
v
i
d
u
a
l
 
C
P
C
 
o
r
 
F
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c
a
n
 
b
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l
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p
 
a
n
d
 
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d
 
b
y
 
c
o
m
m
a
s
.
 
K
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p
 
o
r
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g
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C
 
n
u
m
b
e
r
i
n
g
 
i
n
 
c
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n
e
c
t
i
o
n
 
w
i
t
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e
 
s
c
o
p
e
 
o
f
 
i
m
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t
e
d
g
r
o
u
p
s
.
14
S
c
h
e
m
e
 
r
e
n
u
m
b
e
r
i
n
g
Tick one symbol before and one after
the range of groups to be renumbered.
C
l
i
c
k
 
R
e
n
u
m
b
e
r
i
n
g
 
a
n
d
 
g
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t
h
e
s
y
m
b
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s
 
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d
 
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n
 
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p
w
i
n
d
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w
 
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n
u
m
e
r
s
 
c
a
n
 
b
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f
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r
t
h
e
r
 
m
o
d
i
f
i
e
d
 
m
a
n
u
a
l
l
y
 
a
s
 
n
e
e
d
e
d
.
Start and subgroup symbols can be
modified in the pop up, e.g. to extend
the range for renumbering.
O
n
l
y
 
n
e
w
 
g
r
o
u
p
s
 
c
a
n
 
b
e
 
r
e
n
u
m
b
e
r
e
d
,
t
h
e
r
e
 
m
u
s
t
 
n
o
t
 
b
e
 
a
n
 
e
x
i
s
t
i
n
g
 
s
y
m
b
o
l
i
n
 
t
h
e
 
r
a
n
g
e
 
f
o
r
 
r
e
n
u
m
b
e
r
i
n
g
.
Only subgroups of the same main
group can be used as start and end
subgroups.
Renumbering and its result in scheme view
T
I
P
:
 
C
r
e
a
t
e
 
a
 
t
e
m
p
o
r
a
r
y
 
n
e
w
 
g
r
o
u
p
 
t
o
 
b
e
 
u
s
e
d
 
a
s
 
t
h
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e
n
d
 
g
r
o
u
p
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n
 
o
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r
 
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o
 
i
n
c
l
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d
e
 
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l
a
s
t
 
n
e
w
 
s
u
b
g
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p
 
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o
 
r
e
n
u
m
b
e
r
i
n
g
 
i
f
 
t
h
e
r
e
i
s
 
n
o
 
o
t
h
e
r
 
g
r
o
u
p
 
b
e
t
w
e
e
n
 
t
h
e
 
l
a
s
t
 
n
e
w
 
s
u
b
g
r
o
u
p
 
a
n
d
 
t
h
e
 
n
e
x
t
m
a
i
n
 
g
r
o
u
p
.
15
R
C
L
 
i
m
p
o
r
t
 
f
r
o
m
 
f
i
l
e
Get your RCL with D and C-type
amendments automatically created
 in
IPCRMS to keep it 
up-to-date
 with your
proposal, modify scheme in IPCRMS
and 
export modified scheme
 that can be
again 
submitted to the IEF 
as a part of
your proposal!
Symbols can be imported from a table
with header in Word file.
C
l
i
c
k
 
I
m
p
o
r
t
 
W
o
r
d
 
g
r
e
e
n
 
b
u
t
t
o
n
 
t
o
u
p
l
o
a
d
 
d
a
t
a
 
f
r
o
m
 
t
h
e
 
I
P
C
R
M
S
-
f
r
i
e
n
d
l
y
D
O
C
X
 
f
i
l
e
 
f
o
r
m
a
t
 
a
s
 
y
o
u
 
c
a
n
 
g
e
t
 
b
y
 
c
o
p
y
a
n
d
 
p
a
s
t
e
 
o
f
 
t
h
e
 
R
C
L
 
f
r
o
m
 
I
P
C
R
M
S
.
Table must be the first element in the
imported file, e.g. no empty rows before
or in the table, track changes accepted,
complete symbols with space after the
subclass.
The import can recognise C and D type
items by presence or non-presence the
symbols from the first column in the
second column.
Import and its result in scheme view
T
I
P
:
 
A
m
e
n
d
m
e
n
t
s
 
c
r
e
a
t
e
d
 
b
y
 
i
m
p
o
r
t
 
c
a
n
 
b
e
 
f
u
r
t
h
e
r
 
m
o
d
i
f
i
e
d
 
b
y
u
s
i
n
g
 
E
d
i
t
o
r
 
o
r
 
M
o
r
e
 
A
c
t
i
o
n
s
.
 
M
a
k
e
 
a
n
 
a
m
e
n
d
m
e
n
t
 
U
n
c
h
a
n
g
e
d
o
r
 
r
e
m
o
v
e
d
 
d
r
a
f
t
 
a
m
e
n
d
m
e
n
t
 
i
f
 
n
e
c
e
s
s
a
r
y
.
16
N
L
R
 
i
m
p
o
r
t
 
f
r
o
m
 
f
i
l
e
Get your NLR with corresponding
amendments automatically created
 in
IPCRMS to keep it 
up-to-date
 with your
proposal, modify scheme in IPCRMS
and 
export modified scheme
 that can
be again 
submitted to the IEF 
as a part
of your proposal!
NLR can be imported from a table with
header in Word file.
C
l
i
c
k
 
I
m
p
o
r
t
 
W
o
r
d
 
g
r
e
e
n
 
b
u
t
t
o
n
 
t
o
u
p
l
o
a
d
 
d
a
t
a
 
f
r
o
m
 
t
h
e
 
I
P
C
R
M
S
-
f
r
i
e
n
d
l
y
D
O
C
X
 
f
i
l
e
 
f
o
r
m
a
t
 
t
h
a
t
 
c
o
r
r
s
p
o
n
d
s
 
t
o
 
t
h
e
N
L
R
 
t
e
m
p
l
a
t
e
 
t
a
b
l
e
.
Table must be the first element in the
imported file, e.g. no empty rows before
or in the table, track changes
accepted, complete symbols with
space after the subclass.
The import can recognise abbreviations
LIM, INF, APP and RES in the third
column.
Import and its result in scheme view
T
I
P
:
 
A
m
e
n
d
m
e
n
t
s
 
c
r
e
a
t
e
d
 
b
y
 
i
m
p
o
r
t
 
c
a
n
 
b
e
 
f
u
r
t
h
e
r
 
m
o
d
i
f
i
e
d
 
b
y
u
s
i
n
g
 
E
d
i
t
o
r
 
o
r
 
M
o
r
e
 
A
c
t
i
o
n
s
.
 
M
a
k
e
 
a
n
 
a
m
e
n
d
m
e
n
t
 
U
n
c
h
a
n
g
e
d
o
r
 
r
e
m
o
v
e
d
 
d
r
a
f
t
 
a
m
e
n
d
m
e
n
t
 
i
f
 
n
e
c
e
s
s
a
r
y
.
17
C
R
L
 
e
x
p
o
r
t
a
n
d
 
a
m
e
n
d
m
e
d
m
e
n
t
s
Get your CRL from IPCRMS and
corresponding amendments created
automatically
!
CRL exports 
a file with tables for the
scheme, definitions and catchwords that
can be used as an IEF annex and at the
same time it creates 
new or modifies
existing scheme, definitions and
catchwords entries or amendments
 in
IPCRMS
.
Before CRL export, make the existing
scheme, definitions and catchwords
amendment in the project Proposed.
Amendments created by CRL export
stay in Draft status, thus they can be
easily recognised or filtered to be
reviewed and modified or removed
manually as needed.
RCL view enables CRL export
T
I
P
:
 
E
x
p
o
r
t
 
s
c
h
e
m
e
 
f
r
o
m
 
I
P
C
R
M
S
 
t
o
 
p
r
e
p
a
r
e
 
o
r
 
f
u
r
t
h
e
r
 
m
o
d
i
f
y
r
e
v
i
s
i
o
n
 
r
e
q
u
e
s
t
s
 
o
r
 
p
r
o
p
o
s
a
l
s
 
i
n
 
I
P
C
R
M
S
-
f
r
i
e
n
d
l
y
 
f
o
r
m
a
t
,
 
I
B
c
a
n
 
d
o
 
i
t
 
f
o
r
 
y
o
u
!
 
E
x
p
o
r
t
 
y
o
u
r
 
d
r
a
f
t
 
p
r
o
p
o
s
a
l
 
f
r
o
m
 
I
P
C
R
M
S
 
i
f
e
x
i
s
t
s
 
f
r
o
m
 
D
r
a
f
t
 
v
i
e
w
.
18
M
o
d
i
f
y
,
 
d
e
l
e
t
e
 
o
r
 
m
a
k
e
C
-
t
y
p
e
 
a
m
e
n
d
m
e
n
t
s
E
d
i
t
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r
 
o
r
 
M
o
r
e
 
A
c
t
i
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b
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t
o
n
s
 
c
a
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b
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d
 
t
o
 
m
o
d
i
f
y
 
e
x
i
s
t
i
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a
m
e
n
d
m
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s
,
t
h
e
i
r
 
t
i
t
l
e
s
,
 
d
o
t
s
,
 
e
t
c
.
Text in the titles can be formatted by
using the icons above the text field,
where special characters, chemical
symbols, images or standard
expressions for notes can be also
inserted.
C
h
e
c
k
 
R
C
L
 
t
a
b
 
a
n
d
 
m
o
d
i
f
y
 
e
a
c
h
s
c
h
e
m
e
 
e
n
t
r
y
 
t
h
a
t
 
a
p
p
e
a
r
s
 
i
n
 
t
h
e
 
R
C
L
a
s
 
n
e
e
d
e
d
 
b
y
 
u
s
i
n
g
 
E
d
i
t
o
r
 
i
n
 
S
c
h
e
m
e
t
a
b
,
 
e
.
g
.
 
r
e
c
l
a
s
s
i
f
i
c
a
t
i
o
n
 
t
a
r
g
e
t
 
g
r
o
u
p
s
,
d
e
f
a
u
l
t
 
t
r
a
n
s
f
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r
,
 
t
r
a
n
s
f
e
r
 
t
a
r
g
e
t
 
g
r
o
u
p
s
,
c
h
a
n
g
e
 
C
-
t
y
p
e
 
t
o
 
M
-
t
y
p
e
,
 
e
t
c
.
Remove draft amendments by using
More Actions if they are not needed.
Removed draft amendments cannot be
reverted but have to be recreated. 
Scheme entry Editor
T
I
P
:
 
D
e
l
e
t
e
 
C
-
t
y
p
e
 
s
y
m
b
o
l
 
f
r
o
m
 
R
e
c
l
a
s
s
i
f
i
e
d
 
t
o
 
i
f
 
i
t
 
i
s
d
u
p
l
i
c
a
t
e
d
 
i
n
 
t
h
e
 
R
C
L
;
 
u
s
e
 
I
m
p
o
r
t
 
p
r
e
v
i
o
u
s
 
i
n
 
M
o
r
e
 
A
c
t
i
o
n
s
 
o
r
 
i
n
E
d
i
t
o
r
 
t
o
 
r
e
v
e
r
t
 
p
a
s
t
 
p
r
o
p
o
s
e
d
 
a
m
e
n
d
m
e
n
t
 
t
o
 
b
e
 
u
s
e
d
 
a
g
a
i
n
;
 
d
o
n
o
t
 
h
e
s
i
t
a
t
e
 
t
o
 
c
o
n
t
a
c
t
 
t
h
e
 
I
B
 
i
n
 
c
a
s
e
 
y
o
u
 
n
e
e
d
 
h
e
l
p
.
19
IPCRMS 
Help
(desk)
Tel:
 
+41 22 518 0263
Email: 
ipcrms-help@sam-solutions.com
Opening hours: Mo-Fr | 08:00-18:00 (CET)
Download 
User Guide
 (PDF, 8.2MB) 
V
ideo tutorials for 
Rapporteurs
 (AVI, 93MB) or 
Translators
 (AVI,
74MB) or about 
Session and Reports
 (AVI, 43MB)
Raise and issue by using a 
form to describe the problem and send it to
IPCRMS Helpdesk via Internet
:
https://www3.wipo.int/classifications/ipc/ipcrms/#/help
20
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Learn how IPCRMS can assist Rapporteur in uploading and downloading tables used in IEF Annexes, importing and exporting schemes, RCLs, CRLs, and NLR, and conducting formal quality checks on draft proposals.

  • IPCRMS
  • Rapporteur
  • International Patent
  • Classification
  • Section

Uploaded on Sep 18, 2024 | 0 Views


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  1. How-to-use IPCRMS by Rapporteur International Patent Classification Section 2019

  2. 2 What IPCRMS can do for Rapporteur? Upload (import) or Download (export) tables used in IEF Annexes (schemes, RCLs, CRLs, NLR), in particular: import scheme (both EN/FR ) from file or import CPC/FI; import RCL from file and create corresponding amendments in the scheme; import NLR from file, create corresponding amendments in the scheme and move references to definitions; export IPC scheme with comments friendly form, in widely recognised DOCX file format; export CRL in the form of IEF Annex and create corresponding scheme, definitions and catchwords amendments in the project; import definitions from file. in a unified, IPCRMS- Formal quality check draft proposals, e.g. symbol syntax, scheme hierarchy, RCL validation, ever used symbols, project overlap, cross-references, EN/FR structure alignment, etc.

  3. 3 Scheme, RCL and NLR Import FR Scheme Table Import IPC symbols, dots (or kind), titles RCL Table Import Creates new and modifies existing entries or amendments. IPC source and target symbols + default transfer Creates or modifies RCL and existing entries or amendments. Old New Default transfer F01L 9/00 F01L 9/00, F01L 9/30 F01L 9/00 F01L 9/02 F01L 9/10, F01L 9/11 - F01L 9/18, F01L 9/30 F01L 9/10 F01L 9/04 F01L 9/20, F01L 9/21 - F01L 9/28, F01L 9/30 F01L 9/20 Symbol A01N A01N 3/00 A01N 3/02 A01N 25/00 A01N 25/04 A01N 25/12 A01N 37/00 A01N 43/00 A01N 43/00 A01N 43/00 A01N 47/00 Reference C05G A23B7/00 A01G5/06 D21H A01N 25/16 A01N 25/26 A01N 53/00 A01N 37/00 A01N 33/00-A01N 41/12 A01N 53/00 A01N 29/02 Category INF INF RES INF APP INF LIM INF RES APP LIM NLR Table Import IPC symbols of places and references + kind of references Moves references to definitions.

  4. 4 Scheme, RCL and NLR Import Rules DOCX file format; table with three columns in the right order; table is the first element in the file; scheme table without heading, RCL and NLR tables with headings; full IPC symbols (better) with a space after the subclass symbol, e.g. A01B 1/00; entry kinds expressed by digits, dots or text (see the tables below); entry titles and references expressed by standard alphanumerical characters; references categorised by using abbreviations LIM, INF, APP and RES in NLR import; track changes (better) accepted, crossed-out text (strikethrough) is supported; not supported: empty rows or cells (except to express main group kind), merged or split cells or tables, multiple paragraphs in cells, nonstandard characters, images. Text in the table Main group (or empty cell) Note Guidance heading Subclass Subclass index Class Subsection Section Kind Main group Note Guidance heading Subclass Subclass index Class Subsection Section Dot in the table Type full stop middle dot dot operator bullet operator bullet hyphenation point KATAKANA MIDDLE DOT halfwidth katakana middle dot Hangul letter araea Greek ano teleia .

  5. 5 IPCRMS Definitions Import Definitions Template Import Use DOCX template for individual definition upload Creates new or modifies existing definitions. Template is included in the Guidelines for revision of the IPC (click DOC icon to download IPCRMS-friendly DOCX format)

  6. 6 Export Scheme and CRL Scheme Table Export with comments! Unnecessary columns can be removed in an external text editor Scheme can be used for comments or draft modifications and re-imported in IPCRMS. CRL Tables Export with amendments! One-click solution based on the RCL in IPCRMS Exports a file and creates new or modifies existing scheme, definitions and catchwords entries or amendments.

  7. 7 When IPCRMS can be used 1. Contact the IB to get a temporary project name in IPCRMS. Initial idea to revise the IPC 2. Prepare your initial revision request with a help of IPCRMS, follow slides 10 to 20 how to prepare a scheme proposal in IPCRMS. (get your scheme proposal in IPCRMS-friendly table) 3. Export scheme from IPCRMS and use it as a technical part of IEF/IP5 Annex(es), e.g. under CE020 or IP5 project. 1. Contact the IB to get a temporary project name in IPCRMS or use an existing project. Making an existing scheme proposal IPCRMS-friendly 2. Import your scheme from a table into IPCRMS and follow slides 10 to 20 how to prepare a scheme proposal in IPCRMS. The IB can help you to import your scheme! (make your scheme proposal table IPCRMS-friendly) 3. Export scheme from IPCRMS and use it as a technical part of IEF/IP5 Annex(es), e.g. under CE020 or IP5 project. 1. Follow slides 10 to 20 how to technically prepare in IPCRMS scheme, RCL, CRL or NLR proposals that can be used as a technical part of IEF/IP5 Annex(es), before posting them on the IEF. Project in IPC revision phase (benefit from unified IPCRMS-friendly formats) 2. Please, introduce your proposals and their modifications in IPCRMS in order to keep it up-to-date with your proposals submitted on the IEF. 3. Having proposals in IPCRMS and IEF Annexes in IPCRMS- friendly format, can facilitate discussions of the RWG and make dealing with the workload more efficient.

  8. 8 Simple Rapporteur Workflow incl. IEF + IPCRMS Initial idea IPC or IP5 phase Import scheme/RCL in IPCRMS * see slides 10,11,13,16 IB can do it for you! Want IPCRMS to help? Have your scheme/RCL in a table already? Yes Contact IB and get a temporary project name Yes Optional No No See and check your scheme in current IPC context* Make/modify scheme RCL in IPCRMS* see slides 10 to 20 Export scheme/RCL CRL from IPCRMS*. see slide 12 and 18 Post Annex CE020 on IEF Import scheme/RCL NLR in IPCRMS* see slides 10,11,13,16 IB can do it for you! Have your scheme/RCL/NLR in a table already? Yes IB creates a revision project on IEF/IPCRMS Yes RQ approved or F project? * as needed No No Export scheme/RCL CRL from IPCRMS* see slides 12 and 18 Make/modify scheme RCL in IPCRMS* see slides 10 to 20 See and check your scheme in current IPC context* No project Yes No Yes Update or modify scheme or RCL? Scheme adopted Post Annex on IEF under project file* All adopted by WG? No

  9. 9 IPC Revision Request Office submits a request under CE020 IB creates RQ project (to be approved by offices) Project Subject IPC Tech. Rap. G01K E CA RQ035 Temperature measuring IB creates C project (after approval of the RQ by offices) Project Subject IPC Tech. Rap. G01K E CA C497 Temperature measuring Have you started using IPCRMS yet?

  10. 10 Open a project in IPCRMS List of active projects is default in IPCRMS Click IPCRMS under the heading Resources for the IPC Community on the IPC Home Page https://www.wipo.int/classifications/ipc/en/ Click My account on the right top of the application screen Insert your Username and Password and click Login. If you do not have the username and password, please contact ipc.mail@wipo.int. TIP: Use Filter on the right side to find a project not displayed by default, click on the project name in the list to open the project.

  11. 11 Check and modify project parameters Set IPC area Check project info in Overview tab. What is missing in this project overview? (see the answer below) Open Scheme to Set IPC area, e.g. to cover the whole subclass or to add other places. Subclass or group symbols in the IPC area make all their subdivisions displayed in scheme and definitions tabs. Section, subsection and class symbols in IPC area make only their titles, related notes or indexes displayed. TIP: The IB manages tasks that are displayed on the right side and that may guide you to complete unfinished work in IPCRMS, e.g. NLR to be removed . Subject of the project and the co-rapporteur are missing in this project overview. Please inform the IB in such cases!

  12. 12 Scheme export Project view that enables scheme export Get your scheme to work with offline in IPCRMS-friendly format that can be submitted to the IEF as a part of your proposal as well as re-imported to IPCRMS to keep it up-to- date with your proposal! Switch to bilingual language view EN/FR, the scheme can be exported only from this view. Click Original and ALL if you want to export all the current scheme entries in the IPC area concerned. Click the printer icon to export the scheme displayed on the screen. Use expand/collapse/toggle buttons to hide or unhide subgroups, Notes, Guidance headings or Subclass indexes. TIP: Export scheme from IPCRMS to prepare or further modify revision requests or proposals in IPCRMS-friendly format, IB can do it for you! Export your draft proposal from IPCRMS if exists from Draft view. Scheme is exported in a table as DOCX file format (Office Open XML standard).

  13. 13 Scheme import from file - EN/FR Import and its result in scheme view Get your scheme into IPCRMS to keep it up-to-date with your proposal, modify scheme in IPCRMS and export modified scheme that can be again submitted to the IEF as a part of your proposal! Symbols, dots or digits or other entry kind, e.g. Notes, and their titles can be imported from a table in Word file. Click Import Word - green button to upload data from the same IPCRMS- friendly DOCX file format as exported from IPCRMS, e.g. with modifyed or new entries in the table. Table must be the first element in the imported file, no empty rows before or in the table, no table header, track changes accepted, complete symbols with space after the subclass. TIP: Amendments created by import can be further modified by using Editor or More Actions. Make an amendment Unchanged if there is no title modification upon import from file! Import can recognise strikethrough, superscript, subscript, underlined and italics, but not image.

  14. 14 CPC/FI import Import with direct CPC/FI renumbering Get your scheme and definitions in IPCRMS with CPC/FI entries to keep it up-to-date with your proposal, modify scheme in IPCRMS and export modified scheme that can be again submitted to the IEF as a part of your proposal! Click CPC/FI Import green button. Select CPC or FI in the pop up window, insert a parent group of subgroups to be imported and click Get entries. Tick symbols to be imported and modify (renumber) expected IPC symbols as needed directly in the pop up window (or after the import). Click Import and modify created amendments manually by using Editor or More Actions, or export and modify them offline in a Word file and re-import again from that Word file. TIPs: Individual CPC or FI entries can be imported if explicitely listed in the pop up and separated by commas. Keep original CPC numbering in connection with the scope of imported groups. .

  15. 15 Scheme renumbering Renumbering and its result in scheme view Tick one symbol before and one after the range of groups to be renumbered. Click Renumbering and get the symbols renumbered in a pop up window here the numers can be further modified manually as needed. Start and subgroup symbols can be modified in the pop up, e.g. to extend the range for renumbering. Only new groups can be renumbered, there must not be an existing symbol in the range for renumbering. Only subgroups of the same main group can be used as start and end subgroups. TIP: Create a temporary new group to be used as the end group in order to include the last new subgroup to renumbering if there is no other group between the last new subgroup and the next main group.

  16. 16 RCL import from file Import and its result in scheme view Get your RCL with D and C-type amendments automatically created in IPCRMS to keep it up-to-date with your proposal, modify scheme in IPCRMS and export modified scheme that can be again submitted to the IEF as a part of your proposal! Old New Default transfer F01L 9/00 F01L 9/00, F01L 9/30 F01L 9/00 F01L 9/02 F01L 9/10, F01L 9/11 - F01L 9/18, F01L 9/30 F01L 9/10 Symbols can be imported from a table with header in Word file. F01L 9/04 F01L 9/20, F01L 9/21 - F01L 9/28, F01L 9/30 F01L 9/20 Click Import Word green button to upload data from the IPCRMS-friendly DOCX file format as you can get by copy and paste of the RCL from IPCRMS. Table must be the first element in the imported file, e.g. no empty rows before or in the table, track changes accepted, complete symbols with space after the subclass. TIP: Amendments created by import can be further modified by using Editor or More Actions. Make an amendment Unchanged or removed draft amendment if necessary. The import can recognise C and D type items by presence or non-presence the symbols from the first column in the second column.

  17. 17 NLR import from file Import and its result in scheme view Get your NLR with corresponding amendments automatically created in IPCRMS to keep it up-to-date with your proposal, modify scheme in IPCRMS and export modified scheme that can be again submitted to the IEF as a part of your proposal! Symbol A01N A01N 3/00 A01N 3/02 A01N 25/00 A01N 25/04 A01N 25/12 A01N 37/00 A01N 43/00 A01N 43/00 Reference C05G A23B7/00 A01G5/06 D21H A01N 25/16 A01N 25/26 A01N 53/00 A01N 37/00 A01N 33/00-A01N 41/12 Category INF INF RES INF APP INF LIM INF RES NLR can be imported from a table with header in Word file. Click Import Word green button to upload data from the IPCRMS-friendly DOCX file format that corrsponds to the NLR template table. Table must be the first element in the imported file, e.g. no empty rows before or in the table, track changes accepted, complete symbols with space after the subclass. TIP: Amendments created by import can be further modified by using Editor or More Actions. Make an amendment Unchanged or removed draft amendment if necessary. The import can recognise abbreviations LIM, INF, APP and RES in the third column.

  18. 18 CRL export and amendmedments RCL view enables CRL export Get your CRL from IPCRMS and corresponding amendments created automatically! CRL exports a file with tables for the scheme, definitions and catchwords that can be used as an IEF annex and at the same time it creates new or modifies existing scheme, definitions and catchwords entries or amendments in IPCRMS. Before CRL export, make the existing scheme, definitions and catchwords amendment in the project Proposed. Amendments created by CRL export stay in Draft status, thus they can be easily recognised or filtered to be reviewed and modified or removed manually as needed. TIP: Export scheme from IPCRMS to prepare or further modify revision requests or proposals in IPCRMS-friendly format, IB can do it for you! Export your draft proposal from IPCRMS if exists from Draft view.

  19. 19 Modify, delete or make C-type amendments Scheme entry Editor Editor or More Actions buttons can be used to modify existing amendments, their titles, dots, etc. Text in the titles can be formatted by using the icons above the text field, where special characters, chemical symbols, images or standard expressions for notes can be also inserted. Check RCL tab and modify each scheme entry that appears in the RCL as needed by using Editor in Scheme tab, e.g. reclassification target groups, default transfer, transfer target groups, change C-type to M-type, etc. TIP: Delete C-type symbol from Reclassified to if it is duplicated in the RCL; use Import previous in More Actions or in Editor to revert past proposed amendment to be used again; do not hesitate to contact the IB in case you need help. Remove draft amendments by using More Actions if they are not needed. Removed draft amendments cannot be reverted but have to be recreated.

  20. 20 IPCRMS Help(desk) Tel: +41 22 518 0263 Email: ipcrms-help@sam-solutions.com Opening hours: Mo-Fr | 08:00-18:00 (CET) Download User Guide (PDF, 8.2MB) Video tutorials for Rapporteurs (AVI, 93MB) or Translators (AVI, 74MB) or about Session and Reports (AVI, 43MB) Raise and issue by using a form to describe the problem and send it to IPCRMS Helpdesk via Internet: https://www3.wipo.int/classifications/ipc/ipcrms/#/help

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