Attachment 35b - PE2E-eDRS-Application-Lookup_QRG.pdf

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Patent Data and Document Management Federal contract opportunity
Solicitation number
ACQ-20-0057
Issued by
Department of Commerce US Patent and Trademark Office

About this file

This document provides guidance for looking up patent application information in the Patent End-to-End (PE2E) electronic document retrieval system. It describes how users can search for applications by various identifiers like U.S. application number, patent number, PCT application number, or attorney docket number. Applications can be opened in either an Application Editor window to allow for editing, or an Application Viewer window which only permits viewing. The document provides screenshots illustrating the search and results interfaces and lists contact information for technical support.

The related federal contract opportunity is for patent data and document management services to be provided to the United States Patent and Trademark Office. The contractor will be responsible for indexing and scanning paper documents, capturing patent application data from various sources, and composing applications for pre-grant publication and post-allowance patent issuance. Additional requirements include quality review of electronically filed documents, notification of patent examiners, and mailing notices to applicants. The contract will cover front-end processing, pre-grant publication, post-allowance processing, post-issuance activities, and reexamination/appeals board certificates. The production schedules and technical references attached to the forthcoming RFP will specify quality standards and procedures to be followed.

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Text version

AskAnITRP via Chat or call 571-272-3471

Q17118.01-508 July 2017

PE2E-eDRS

Application Look-up

In PE2E-eDRS, users can look up applications by various types of identifiers. These include the U.S.

Application, U.S. Patent, PCT, PG Pub, Attorney Docket, and Foreign Application numbers. Use the

Edit button to open an application in the Application Editor and use the Open button to open an application in the Application Viewer.

Look-up and Open an Application in an Application Editor Window

An eDRS user can open applications in an

Application Editor window which will allow for editing.

1. Click the arrow to expand the Select lookup type menu and select US

Application, or select PCT; see Figure 1.

2. Enter an application number, or a PCT number, into the Application Lookup

Search Edit Box field; see Figures 2 and 3.

• A U.S. application number can be entered in any format, with or without commas, e.g., 11123456, 11/123456, or

11/123,456.

• A PCT application number must begin with PCT.

3. Click the Edit button; see Figures 2 and 3.

An Application Editor window will appear;

see Figure 4.

A yellow bar across the top of the window reinforces that this is an editor window, and not just a viewing window.

Figure 1. Application Look-up Expanded Menu

Figure 4. Application Editor Window

Figure 2. Look-up U.S. Application

Figure 3. Look-up PCT Application

PE2E-eDRS – Application Lookup

Look-up and Open All Types of

Applications and Patents in an

Application Viewer Window

An eDRS user can open many types of applications and patents in an Application

Viewer window. The documents can be viewed, but not edited.

1. Click the arrow to expand the Select lookup type menu; see Figure 1.

2. Select one of the lookup identifiers: U.S.

Application, U.S. Patent, PCT, PG Pub, Attorney Docket, or Foreign

Application.

3. Enter the appropriate number format into the Application Lookup Search Edit Box field; see Figures 5-10.

4. Click the Open button; see Figures 5-10.

An Application Viewer window will appear; see Figure 11.

The lack of the yellow bar across the top of the window reinforces that this is a viewing window and no edits can be made.

For More Information:

- Business Process Questions: Contact your manager.

- Software Training: Contact an ITRP at 571-272-3471 or at AskAnITRP via Chat.

- For software issues contact the Service Desk at 571-272-9000; e-mail Servicedesk@USPTO.gov.

- For More information on PE2E see the PE2E Page at: http://ptoweb.uspto.gov/patents/pe2e/.

- General Feedback on PE2E via PASM http://usptoptc/sites/pafb/pas/default.aspx.

Figure 6. Application Look-up by Patent Number

Figure 8. Application Look-up by PG Pub Number

Figure 9. Application Look-up by Attorney Docket Number

Figure 10. Application Look-up by Foreign Application Number

Figure 7. Application Look-up by PCT Number

Figure 11. Application Viewer Window

Figure 5. Application Look-up by U.S. Application Number mailto:Servicedesk@USPTO.gov http://ptoweb.uspto.gov/patents/pe2e/ http://usptoptc/sites/pafb/pas/default.aspx

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