Attachment 2 - Training List of Automation Tools.pdf

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Training and Instructional Support Services
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USPTOACQ250170
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This document is an attachment listing the automation tools for which training services may be required under a federal contract opportunity. The list includes various software applications and systems such as Adobe Acrobat, USPTO's Patent Application Location and Monitoring (PALM) system, ChemDraw, Classification Allocation Tool (CAT), Collaborative Environment (CE), Microsoft Office suite, USPTO's Patents-End-To-End (PE2E) software suite, and telework-related tools. The training services may include classroom/virtual instruction, development of materials, one-on-one assistance, or other support.

The related federal contract opportunity is for Training and Instructional Support Services to be procured on a firm-fixed price labor rate, time and materials (T+M) basis. The purpose is to provide contractor support to analyze, design, develop, implement, instruct, and evaluate information technology training. This requirement is an 8(a) small business set-aside.

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ATTACHMENT 2 - Training List of Automation Tools

List of Automation Tools (Training Services)

List of automation tools – The following is a list of the current hardware/software tools for which instructors may be required to provide classroom/virtual instruction, development of materials, one-on-one assistance, or other support. This list is not exhaustive, and the contract training staff may be required to support other software/hardware tools as the needs of the agency change over time. “AIS” stands for “Automated Information System”.

Name Title or Description Training Subject Area

(Reference on Historical Volumes Document)

Adobe Acrobat Allows USPTO staff to review, annotate, and sign documents

Other

CEDR/Patent Application Location and Monitoring (PALM) Infra

CEDR Infrastructure will replace the functionality performed by PALM Infrastructure and will house the information found in the Employee Locator, as well as general business information including signatory authority, job class codes, roles, telework program, etc.

Internal AIS

ChemDraw ChemDraw Ultra (Cambridge Software) that enables applicants, USPTO personnel, and the publication contractor to communicate using standardized representations and names for chemical compounds

Other

Classification Allocation Tool (CAT)

Allows examiners to view and edit classification pictures

Internal AIS

Collaborative Environment (CE)

Joint effort between USPTO and EPO used for classification revision, maintenance, and definition

Internal AIS

Commvault Automatic hard disk back-up software Other

CPC Scheme Navigator Allows examiners to view the CPC classification scheme and definitions. CPC is a new international classification system being adopted by USPTO and other global Patent Offices.

Internal AIS

Dual Monitors Software allowing staff to use dual monitors

Other eMPEP Electronic Manual of Patent Examining Procedure

Internal AIS

Google Chrome Internet browser. Select USPTO AISes are optimized for launching in Chrome.

Other

Volumes Document) IFW Image File Wrapper - Electronic file wrappers of patent applications Internal AIS

Learning Center (LC) Provides delivery, management and tracking of PTO workforce training

Other

Microsoft Access Part of Microsoft Office Suite Microsoft

Microsoft Edge USPTO’s default Internet Browser Other

Microsoft Excel Part of Microsoft Office Suite Microsoft

Microsoft OneDrive For internal sharing within USPTO Microsoft

Microsoft OneNote Microsoft digital note-taking app Microsoft

Microsoft Outlook Part of Microsoft Office Suite Microsoft

Microsoft PowerPoint Part of Microsoft Office Suite Microsoft

Microsoft Project Microsoft project management software Microsoft

Microsoft SharePoint For internal sharing within USPTO Microsoft

Microsoft Teams Microsoft collaboration tool used primarily for meetings, messaging, telephony, and document sharing

Collaboration Tools

Microsoft Visio Microsoft flowcharting software Microsoft

Microsoft Windows Microsoft operating system Microsoft

Microsoft Word Part of Microsoft Office Suite Microsoft

PE2E-DAV (Patents-End- To-End-Docket and Application Viewer)

Examiner software suite designed to facilitate workflow; used to view examiner dockets and application documents

Internal AIS

PE2E eDRS Electronic Document Review System

– Proprietary workflow software used by examiners, management and support staff.

Internal AIS

PE2E-OC (Patents-End- To- End - Official Correspondence)

Examiner software suite designed to facilitate workflow; used to produce Official Correspondence to applicants

Internal AIS

PE2E Search (Patents-End- To-End Search)

Examiner software suite designed to facilitate workflow; used to search patent publications and applications

Internal AIS/Search Strategy

ProKon Unit conversion calculator Other

Remote Desktop Connection

Remote Desktop Connection (RDC) is the Microsoft brand of Remote Desktop Protocol (RDP) that is in-use with some USPTO-based Telework initiatives

Other

Volumes Document) RightFax Electronically sends and receives faxes.

Not to be used for Official faxes Other

RoomRez Hoteling reservation software. ITRPs no longer teach Telework classes but support via hotline and chatroom.

Other

SnagIt Screen capture software Other

Telework software (ERA Portal, ISP reimbursement, etc.)

A group of software that collectively allows staff to work from a remote location. Includes: ERA Portal, Collaboration Tools, AnyConnect; ETS (Enterprise Telework Enterprise System) and ISP Reimbursement web-site

Other

WebEx Collaboration / Presentation software allowing remote users to participate in office sponsored events

Collaboration Tools

ATTACHMENT 2 - Training List of Automation Tools

File details come from the government source that posted it. Updated .