Attachment 4 - Historical Volumes of Training Areas.pdf

ATS Training Topic Class

Duration (Hours)

FY21

Classes

FY22

Classes

FY23

Classes

FY24

Classes

(thru June)

FY21 FY22 *FY23

FY24 (thru June)

Collaboration Tools 0.25 14 0 4 0 ATS ITRP Total Assists 21,467 21,536 16,760 11,061

0.50 83 11 1 4

0.75 11 0 2 2 ATS ITRP Services Provided (hours)

1.00 19 2 4 4 New Examiners (OPT) 2,747 3,300 4,342 2,465

1.25 0 0 2 0 Providing Other Instruction 3,354 2,920 890 505

1.50 4 23 52 38 Preparation (incl. new ITRPs) 36,377 39,703 35,628 25,355

2.00 4 1 0 1 Assists (incl. Hotline/Chat) 28,728 30,750 28,500 21,204

2.50 31 23 0 0 Materials Development 11,380 8,595 11,166 9,439

3.00 0 1 0 0 Program Management 11,653 10,947 9,882 7,517

3.50 1 0 1 0 Total Hours 94,238 96,215 90,407 66,484

Collaboration Tools Total 167 61 66 49 Internal AIS 0.25 35 34 50 40 DMS Services (hours) 9,122 10,136 10,575 9,180

0.50 12 23 89 18

0.75 0 0 2 1

1.00 254 466 385 135

1.25 0 0 0 0

1.50 109 164 263 164

1.75 0 1 0 0

2.00 319 573 269 150

2.25 0 0 0 0

2.50 4 0 1 0

3.00 148 125 171 71

3.50 8 15 16 9

4.00 0 0 0 1

Internal AIS Total 889 1401 1246 589 Microsoft 0.25 0 0 2 8

0.50 9 4 4 8

0.75 1 0 0 1

1.00 29 3 2 5

1.25 0 0 2 2

1.50 18 10 7 14

1.75 0 0 3 8

2.00 29 21 24 12

2.25 0 0 0 5

2.50 0 6 4 3

3.25 0 4 0 0

Microsoft Total 86 48 48 66 Other 0.25 6 14 3 7

0.50 25 25 12 11

0.75 2 0 1 0

1.00 12 2 2 2

1.25 0 0 1 3

1.50 5 24 52 34

1.75 0 0 1 0

2.00 44 24 4 3

3.00 0 1 0 0

5.00 0 0 0 1

Other Total 94 90 76 61 Search Strategy 0.25 0 0 16 16

0.75 1 0 0 4

1.00 38 38 55 31

1.25 0 0 1 1

1.50 11 26 26 2

1.75 0 0 0 1

2.00 27 41 45 39

3.00 0 0 0 1

Search Strategy Total 77 105 143 95

Total Number of Classes Taught Per

Fiscal Year 1,313 1,705 1,579 860

Total Class Attendence Per Fiscal Year

21,390 36,823 23,766 13,750

Attachment 4 - Historical Data for ATS ITRP Training/Support and DMS eLearning Services, FY21 thru June 2024

The Information Technology Resource Provider (ITRP) program provides automation training and support services for the USPTO, following best practices with government oversight by the OITP Automation Training Services (ATS) division.

High-Level Summary of ITRP Activities in FY24 through March 2024:

• ITRPs taught 407 classes with a total attendance of 6,078 participants and provided 7,653 assists for examiners and other USPTO Staff.

• ITRPs conducted 19 in-person sessions (16 in Alexandria, 1 in San Jose, and 2 in Dallas) and provided 7 face-to-face assists in FY24.

• ITRPs developed 3 new Training for Experienced Examiners (TEE) classes. In particular, the new PE2E Search - Using Artificial Intelligence (AI) class was offered 4 times since November 2023 with 296 total attendees.

• Search ITRPs created and delivered a new TEE class on Search Strategy for Mechanical Examiners and Just In Time (JIT) classes on 3 new search strategy topics.

• ITRPs delivered trainings for 6 Patent Training Academy (PTA) labs – including 1 on campus PTA lab in Alexandria – that started in FY24 and finished up training for 18 PTA labs that started in late FY23.

• ITRPs created 74 new documents and updated 90 documents. In addition, Search Strategy ITRPs created 5 new documents and updated 48 documents.

• ITRPs created and updated materials for Central Enterprise Data Repository (CEDR), including 1 new QRG on USPC Challenge Assistance and 1 updated QRG on Human Resources Tools - Worker Reports. ITRPs are updating 6 additional CEDR QRGs to reflect the changes made to the CEDR tool.

• ITRPs created materials for and delivered 2 new MS Excel classes for PTAB: Advanced Training and Power Pivot.

• ITRPs started developing materials for new Microsoft Office classes: MS Word - Using Macros, MS Excel - Using

Macros, MS Excel - Power Pivot Levels 2 and 3, Power BI Levels 1-3, and MS Forms.

• PE2E Search, PE2E-OC, Search Strategy, PE2E-DAV, and MS Teams were popular assist topics.

ITRP Activities Results – Benefits – Impacts

Patent Data Portal (PDP) Training – ITRPs conducted PDP training for OPESS.

• 1 PDP Training for OPESS with 22 attendees

PE2E Search Training – ITRPs conducted PE2E Search training for Examiners and SPEs.

• 27 classes with 545 total attendees o 2 JITs with 6 attendees o 4 Smart Breaks with 27 attendees o 5 TEE - PE2E Search: From L1 to OC with

94 attendees o 5 TEE - PE2E Search: Manage Workspaces with

104 attendees o 4 TEE - PE2E Search: Using Artificial Intelligence with 296 attendees o 4 Regional Office Demos with 15 attendees

Training and Instructional Support

FY24 Mid-Year Report

October 1, 2023 – March 31, 2024

Patents End to End (PE2E) o 3 One-on-One-Trainings with 3 attendees PE2E Electronic Document Review System (eDRS) Training – Trained Non-Examiners on eDRS.

• 1 PE2E-DAV/eDRS for Non-Examiners for OPESS with 22 attendees

PE2E Docket and Application Viewer (DAV) Training – ITRPs provided Smart Breaks training, AU Meeting demos, custom trainings and Training for Experienced Examiners (TEE) for PE2E

DAV.

• 14 classes with 115 attendees o 4 Smart Breaks with 7 attendees o 4 TEE PE2E-DAV Essentials with 45 attendees o 2 AU Meeting Demo with 43 attendees o 3 Regional Office Demos with 19 attendees o 1 One-on-One training with 1 attendee

PE2E Official Correspondence (OC) Training – Provided JITs, Custom Trainings and Demos, TEE training for Examiners, and training for Non-Examiners.

• 12 classes with 123 total attendees o 4 TEE - PE2E OC Essentials with 61 attendees o 2 JITs with 15 attendees o 1 PE2E-OC for Non-Examiners for OPESS with

22 attendees o 2 Regional Office Demos with 8 attendees o 1 AU Meeting Demo with 14 attendees o 1 Custom Training with 2 attendees o 1 One-on-One training with 1 attendee

PE2E Instructional Materials (Non-Search Strategy) – The Agile development process of the PE2E tools requires ITRP resources to develop and maintain documents in FY24.

• PE2E Search documents - 3 new, 5 updated

• PE2E-DAV documents - 4 updated

• PE2E-OC documents - 4 updated

• PE2E Pre-Exam (PREX) documents - 1 new

• PE2E Patent Data Portal documents - 3 new

• Central Enterprise Data Repository (CEDR) documents -

1 new, 1 updated

ITRP Activities Results – Benefits – Impacts Search Strategy Training – ITRPs specializing in search strategy provided various trainings to examiners. Introduced a new TEE Search Strategy for Mechanical Examiners class in February 2024.

• 14 classes with 176 attendees o 12 JITs with 81 attendees o 2 TEE - Search Strategy for Mechanical

Examiners with 95 attendees

ITRP Activities Results – Benefits – Impacts Patent Training Academy (PTA) – USPTO continued to hire new examiners in FY24. ITRPs also worked with the Office of Patent Training (OPT) to schedule and deliver classes for the Training for Experienced Examiners (TEE) program (formerly Refresher Training). OPT started offering an on-campus PTA option in January 2024.

• 252 classes for new examiners with 3,950 attendees

• 6 PTA Academies started in FY24:

o 4 Entry Level Labs started 1/29/2024 Includes 1 on campus lab o 1 Design Lab started 2/12/24 o 1 Design Lab started 3/25/24

• 18 PTA Academies started in FY23 but finished in FY24:

o 11 and Entry Level Labs and 1 Design Lab started 8/28/2023 (last class 11/30/2023) o 5 Entry Level Labs and 1 Design Lab started

9/25/2023 (last class 12/15/2023)

Search Strategy

Patent Training Academy and OPT Training

ITRP Activities Results – Benefits – Impacts Microsoft Office Classes – Provided training on the MS Office suite tools for OITP, OPESS, OIPC, and other groups upon request.

• 38 classes for Microsoft Office with 426 attendees o 1 Access with 23 attendees o 12 Excel with 205 attendees o 4 OneNote with 52 attendees o 1 Outlook with 19 attendees o 2 JIT: Create an Out of Office Message in MS

Teams and Outlook 2021 with 6 attendees o 2 JIT: Outlook 2021 Preferences with

1 attendee (1 session had no attendees) o 4 Smart Breaks - Outlook-Keep Email Messages

Organized with 19 attendees o 4 Smart Breaks - What's New in Outlook 2021 with 11 attendees o 3 PowerPoint with 33 attendees o 1 Publisher with 2 attendees o 3 Word with 34 attendees o 1 Windows 10 and Microsoft Office 2021 Basics

21 attendees Adobe Acrobat – Provided training on Adobe Acrobat for OPESS and other groups upon request.

• 4 Smart Breaks - Adobe Digital Signatures with 8 attendees

• 1 Adobe Acrobat DC for OPESS with 21 attendees eMPEP – ITRPs provided training and assistance on navigating through the eMPEP tool and searching the Manual of Patent Examining Procedure (MPEP), including during the OPT Patent Law and Evidence (PLE) sessions.

• 2 eMPEP for PLE with 93 attendees

• 1 eMPEP Training for OPESS with 17 attendees

Other Automation Tools – ITRPs provided training on other automation tools, as requested.

• 2 Snagit for OPESS and OITP with 31 attendees

• 2 JIT: Snagit 2022 - Text, Arrow, and Shape Tools with

4 attendees

• 2 JIT: RightFax FaxUtil - Basics with 3 attendees

• 1 Patent Automation Support Manager (PASM) for

OPESS with 17 attendees

Collaboration Tools Training – Provided classes on Microsoft (MS) Teams.

• 11 classes with 62 total attendees o 1 Microsoft Teams Advanced Training

5 attendees o 1 Microsoft Teams Intermediate Training

4 attendees o 4 Smart Breaks - Taking Leave: What to do before you go with 25 attendees o 4 Smart Breaks - MS Teams Meetings -

Organizers 10 attendees o 1 Collaboration Tools for OPESS with

18 attendees

Microsoft Office and Other Training Requests

Collaboration Tools

Classification Tools

Cooperative Patent Classification (CPC) Tools Training – Provided Classification Resource Tools training, as requested.

• 1 One-on-One Training on Classification Resource Tools with 1 attendee.

Regional Office Support – An ITRP is stationed in each of the four Regional Offices in Detroit, Dallas, Denver, and San Jose to provide training and support to Examiners, Judges and other USPTO staff.

• Regional ITRPs conducted search training for the public, 6 classes with 327 attendees:

o 1 Custom Search Strategy Training with 10 attendees.

o 1 National Patent Application Drafting Competition with 39 attendees o 1 Tips and Tricks for Patent Searching for the Public at Santa Clara University Law School (San Jose) with 12 attendees o 3 The Path to a Patent Part III: Patent Searching Process for the public at the Dallas Regional Office with 266 attendees

• 2 General Outreach support events for the public with 80 attendees

• 13 Custom Trainings for examiners with 35 attendees

• Regional ITRPs also provided 4 PE2E Search Demos, 3 PE2E DAV Demos, 2 PE2E OC Demos, 1 PE2E OC One-on-One and 1 PE2E Search One-on-One with 44 attendees (included in PE2E numbers above)

• Four Regional ITRPs logged 506 assists:

o Dallas: 104 assists o Denver: 168 assists o Detroit: 83 assists o San Jose: 151 assists

• Alexandria ITRPs provided 25 assists for Regional Office employees

ITRP Activities Results – Benefits – Impacts Learning Center Support – Worked closely with ATS to follow processes and procedures for class setup, registration, and reporting.

• Entered/Updated 38 training sessions in LC in FY24:

o MS Office for OAPP-OITP: 2 sessions o Smart Breaks: 36 sessions

• Created WebEx/MS Teams links only (no LC entries) for 48 training sessions in FY24:

o MS Office for UMP 5 links o MS Office for OPESS/UMP 11 links o MS Office for LAMP 8 links o MS Excel for CSD 4 links o MS Office for OPESS Managers/TOR/CRT 5 links o Classification TTT Training 14 links o Collaboration Tools for TQAS 1 link

Regional Office Support

Learning Center

ITRP Materials – Templates are aligned with the USPTO’s standards and guidelines. Agile development at the USPTO requires considerable ITRP resources to create, maintain and update documents.

General Automation Training and PTA documents (Includes PE2E topics)

• 74 new documents created in FY24

• 90 documents updated in FY24

• New topics for ITRP materials in FY24 include:

o MS Teams Basic Troubleshooting, Tips and Tricks o Updated all MS Office documents from 2016/2019 versions to 2021 version o Collaboration Tools for Non-Examiners o Multiple CEDR documents updates o PowerPoint - Animations and Transitions o Power Pivot o Power BI o Excel - Advanced Data Manipulation o CEDR - USPC Challenge Assistance o Excel - Using Macros

Search Strategy ITRP documents:

• 5 new documents (4 slide sets – 1 of which is INTERNAL

ONLY, 1 lesson plan)

• 37 slide set documents updated (5 internal template)

• 11 lesson plans updated

Digital Media Services (DMS) – Produced computer-based training (CBTs) comprised of script development, storyboarding, PowerPoints, voiceovers, animation, and audio/visual synchronization. Graphic Artist and Graphic Designer provided artistic and graphical support for the USPTO.

• 97 CBTs produced

• Graphic Artist in DMS supported/created 102 projects for CBT interactivity, motion graphics, and 508 compliance development

• Graphic Designer in CCWS created 41 posters, flyers, web graphics, newsletters, video graphics, icons, and logos

ITRP Hotline and AskAnITRP Chat Room – Staffed with ITRPs who are available to provide on-demand support and training.

• ITRPs provide virtual and in-person assists for USPTO employees

• Examiners and USPTO staff across the country may contact the ITRPs from 8 a.m. to 8 p.m. ET

• 7,653 assists logged in FY24

• Peak day was on 10/19/2023, with 123 assists provided

On Campus Training and Support – Since 5/25/2022, two ITRPs are assigned to work on campus in Alexandria each day from

• 7 face-to-face assists were provided in FY24

• 19 in-person sessions were provided by ITRPs in FY24:

Materials Development

Digital Media Services (DMS)

Assists

8 a.m. to 5 p.m. ET to provide in-person instruction and assistance.

o 15 Patent Training Academy classes in Alexandria with 135 attendees o 1 Microsoft PowerPoint One-on-One for OITP with 1 attendee o 1 The Path to a Patent Part III: Patent Searching Process for the public at the Dallas Regional Office with 8 attendees o 1 Campus Tour of the Dallas Regional Office for the public with 70 attendees o 1 Tips and Tricks for Patent Searching for the public at Santa Clara University Law School with 12 attendees

SPE Request Form – Online form for SPEs to request demos on various topics for their workgroups.

• 9 requests received in FY24

Collaboration Tools

Search Strategy

JIT/Demos

USPTA Refresher & SPE Training

UL/Desktop

Smart Breaks

AIS

USPTA New Examiner Training

ITRP Classes by Training Type - Including PE2E 10/1/23 - 3/31/24 Total: 407

ITRP Training Classes October 2023 – March 2024

AIS: PE2E-eDRS

AIS: PE2E-PDP

AIS: PE2E-DAV

JIT: PE2E-OC

Demo: PE2E-OC

AIS: PE2E-OC

AIS: PE2E-Search

Demo: PE2E Search Refresher: PE2E-DAV

Refresher: PE2E-OC JIT: PE2E Search

Smart Breaks: PE2E-DAV Smart Breaks: PE2E Search

Demo: PE2E-DAV Refresher: PE2E Search

USPTA: PE2E-DAV

USPTA: PE2E-OC

USPTA: PE2E-Search

PE2E Classes by Category 10/1/23 - 3/31/24 Total: 223

Oct Nov Dec Jan Feb Mar

Cl as se s

ITRP Classes by Month 10/1/23 - 3/31/24 Total: 407

FY22 FY23 FY24 Avg (Month) Avg (Overall)

Core AISes 58.38%

Search Strategy 15.00%

UL

14.27%

Collaboration Tools 9.79%

Other 1.80%

Telework 0.76%

ITRP Assists by Topic 10/1/23 - 3/31/24 Total: 7,653

TC 1600

13.88%

TC 1700

9.25%

TC 2100

5.75%

TC 2400

8.40%

TC 2600

9.54%

TC 2800

15.59%

TC 2900

3.97%

TC 3600

9.80%

TC 3700

7.33%

TC 3900

0.50%

TC 4100

5.92% Patents Other

8.10% Non-Patents

1.97%

ITRP Assists by Business Unit 10/1/23 - 3/31/24 Total: 7,653

ITRP Support and Assistance October 2023 – March 2024

1,537 1,346

1,364 1,261 1,192

1,000

1,500

2,000

2,500

Oct Nov Dec Jan Feb Mar

As si st s

ITRP Assists by Month 10/1/23 - 3/31/24 Total: 7,653

FY22 FY23 FY24 Avg (Month) Avg (Overall)

1,000

1,500

2,000

2,500

FY22-Q1 FY22-Q2 FY22-Q3 FY22-Q4 FY23-Q1 FY23-Q2 FY23-Q3 FY23-Q4 FY24-Q1 FY24-Q2

As si st s

Top ITRP Assist Topics

FY2022 - FY2024

PE2E-DAV PE2E-OC PE2E Search Search Strategy MS Teams

The Information Technology Resource Provider (ITRP) program provides automation training and support services for the USPTO, following best practices with government oversight by the OITP Automation Training Services (ATS) division.

High-Level Summary of ITRP Activities in FY23 through September 2023:

• ITRPs created and instructed 4 new PE2E Search classes: PE2E Search Using Artificial Intelligence, PE2E Search Tagging Study Hall, Training for Experienced Examiners (TEE) - PE2E Search: From L1 to OC, and TEE - PE2E Search:

Manage Workspaces. ITRPs converted 3 existing PE2E Search Study Halls to Smart Breaks and converted the PE2E Search Using Artificial Intelligence class into a TEE class.

• ITRPs created and provided updated TEE - PE2E OC Essentials and TEE - PE2E DAV Essentials classes.

• ITRPs developed Patent Data Portal (PDP) trainings for examiners and non-examiners.

• Search ITRPs created and delivered Just In Time (JIT) classes on 6 new search strategy topics.

• ITRPs delivered trainings for 49 Patent Training Academy (PTA) labs that started in FY23 and finished up training for

19 PTA labs that started in late FY22.

• ITRPs created 158 new documents and updated 289 documents. In addition, Search Strategy ITRPs created 18 new documents and updated 28 documents.

• ITRPs created materials and delivered a custom Microsoft Word training for the Solicitor’s Office and developed materials for a custom Microsoft Excel class for PTAB.

• ITRPs started creating and updating materials for a series of custom Microsoft Office and Adobe trainings for the

Classification Standards and Development (CSD) Division.

• PE2E Search, PE2E-OC, Search Strategy, PE2E-DAV, MS Office/Outlook, and MS Teams were popular assist topics.

• ITRPs have taught 1,579 classes with a total attendance of 23,766 participants and provided 16,760 assists for examiners and other USPTO Staff.

• ITRPs taught 4 in-person classes (3 in Alexandria and 1 in Dallas) and provided 47 face-to-face assists in FY23.

• ATS and ITRPs hosted a table for 6 on-campus employee fairs in Alexandria as part of the New Employee

Experience (NEX@USPTO) for recent hires.

ITRP Activities Results – Benefits – Impacts

Patent Data Portal (PDP) Training – ITRPs conducted PDP training for examiners, OPESS, and non-examiners.

• 61 classes with 1,176 attendees o 38 PDP Smart Breaks with 779 attendees o 2 PDP Training for OPESS Managers with

26 attendees o 9 PDP Training for OPESS with 182 attendees o 11 PDP Overview Training with 176 attendees o 1 AU Meeting with 13 attendees

Training and Instructional Support FY23 Annual Report

October 1, 2022 – September 30, 2023

Patents End to End (PE2E)

PE2E Search Training – ITRPs conducted PE2E Search training for Examiners and SPEs. ITRPs began training on Using Artificial Intelligence and Tagging in October.

• 226 classes with 4,453 total attendees o 100 PE2E Search Using Artificial Intelligence

(AI) sessions with 2,148 attendees o 44 PE2E Search Tagging Study Hall sessions with 1,055 attendees o 3 PE2E Search Overview with 26 attendees o 32 Smart Breaks with 163 attendees o 12 TEE - PE2E Search: From L1 to OC with

451 attendees o 12 TEE - PE2E Search: Manage Workspaces with 377 attendees o 6 JITs with 30 attendees o 3 PE2E Search Demos with 15 attendees o 2 Similarity Search Demos with 115 attendees o 5 AU Meetings with 66 attendees o 7 One-on-One Trainings with 7 attendees

PE2E Electronic Document Review System (eDRS) Training – Trained Non-Examiners on eDRS.

• 3 PE2E-DAV/eDRS for Non-Examiners with 35 attendees

PE2E Docket and Application Viewer (DAV) Training – ITRPs provided Just In Time (JIT) training and Training for Experienced Examiners (TEE) for PE2E DAV.

• 6 classes with 102 attendees o 2 JITs with 4 attendees o 4 TEE PE2E-DAV Essentials with 98 attendees

PE2E Official Correspondence (OC) Training – Provided JITs, Smart Breaks, and TEE training for Examiners and training for Non-Examiners.

• 21 classes with 225 total attendees o 7 TEE - PE2E OC Essentials with 149 attendees o 6 JITs with 14 attendees o 4 Smart Breaks with 16 attendees o 1 AU Meeting with 13 attendees o 3 PE2E-OC for Non-Examiners (OPESS, Office of

Data Management, and Office of Petitions) with 33 attendees

PE2E Instructional Materials (Non-Search Strategy) – The Agile development process of the PE2E tools has required an intense amount of ITRP resources to develop and maintain documents in FY23.

• 29 new PE2E Search documents created and 43 updated

• 3 new PE2E-DAV documents created and 20 updated

• 4 new PE2E-OC documents created and 92 updated

• 2 PE2E-eDRS documents updated

• 2 new PE2E Pre-Exam (PREX) documents created and

1 updated

• 1 PE2E-DAV/eDRS document updated

• 24 PE2E Patent Data Portal documents created and

13 updated

Search Strategy Training – ITRPs specializing in search strategy provided various trainings to examiners. Search ITRPs created and delivered Just In Time (JIT) classes on 8 new search strategy topics in FY23.

• 25 classes with 184 attendees o 22 JITs with 128 attendees o 2 AU Meeting with 55 attendees o 1 One-on-One Training with 1 attendee

Search Strategy

Patent Training Academy (PTA) – USPTO continued to hire new examiners in FY23. ITRPs also worked with the Office of Patent Training (OPT) to schedule and deliver classes for the Training for Experienced Examiners (TEE) program (formerly Refresher Training).

• 1,092 classes for new examiners with 15,660 attendees

• 49 PTA Academies started in FY23:

o 5 Entry Level Labs started 1/17/2023 o 1 Design Lab started 2/13/2023 o 4 Entry Level Labs started 3/13/2023 o 1 Design Lab started 4/10/2023 o 9 Entry Level Labs started 5/22/2023 o 1 Design Lab started 5/22/2023 o 10 Entry Level Labs started 6/20/2023 o 11 Entry Level labs started 8/28/2023 o 1 Design Lab started 8/28/2023 o 5 Entry Level Labs started 9/25/2023 o 1 Design Lab started 9/25/2023

• 19 PTA Academies started in FY22 but finished in FY23:

o 9 Entry Level Labs started 8/15/2022 (last class

11/15/2022) o 9 Entry Level Labs and 1 Design Lab started

9/26/2022 (last class 1/4/2023)

Microsoft Office Classes – Provided training on the MS Office suite tools for OITP, OPESS, and other groups upon request.

• 48 classes for Microsoft Office with 448 attendees o 5 PowerPoint with 61 attendees o 16 Excel with 148 attendees o 8 Word with 101 attendees o 5 Access with 37 attendees o 2 OneNote with 21 attendees o 2 JITs - OneNote Basics with 18 attendees o 1 Outlook with 11 attendees o 4 Smart Breaks - Outlook: Keeping Email

Messages Organized with 18 attendees o 1 Microsoft Office 2019 New Features with

9 attendees o 1 Project with 10 attendees o 2 Publisher with 13 attendees o 1 Visio with 1 attendee

Adobe Acrobat – Provided training on Adobe Acrobat for OPESS and other groups upon request.

• 8 Smart Breaks - Adobe Digital Signatures with 19 attendees

• 2 Adobe Acrobat DC for OPESS with 27 attendees

• 1 Adobe Acrobat DC for OITP with 10 attendees

• 1 Adobe Digital Signatures for Classification Standards and Development (CSD) with 7 attendees

• 2 JITs - Ready, Set, Encrypt with 8 attendees eMPEP – ITRPs provided training and assistance on navigating through the eMPEP tool and searching the Manual of Patent Examining Procedure (MPEP), including during the OPT Patent Law and Evidence (PLE) sessions.

• 4 eMPEP for PLE with 171 attendees

• 1 eMPEP Training for Office of Petitions with

5 attendees

• 1 eMPEP Training for OPESS with 11 attendees

Patent Training Academy and OPT Training

Microsoft Office and Other Training Requests

Other Automation Tools – ITRPs provided training on other automation tools, as requested.

• 1 Snagit for OPESS with 9 attendees

• 1 Snagit for Examiners with 18 attendees

• 1 Snagit AU Meeting Demo with 23 attendees

• 1 Patent Automation Support Manager (PASM) class with 7 attendees

Collaboration Tools Training – Provided classes on Microsoft (MS) Teams and Cisco UC Integration for Lync (CUCILync). USPTO started replacing CUCILync with MS Teams telephony in April 2023.

• 21 classes with 254 total attendees o 8 MS Teams Trainings with 84 attendees o 1 AU Meeting Demo - Microsoft Teams

Meetings with 18 attendees o 1 Custom Training - Microsoft Teams for TC

2800 SPEs with 3 attendees o 2 JITs – Access the GC-AskAnITRP Team Room and Post a Message with 1 attendee o 4 Smart Breaks - Taking Leave: What to do before you go with 72 attendees o 2 JITs - Cisco Voicemail with 15 attendees o 1 Collaboration Tools for OPESS with

9 attendees o 2 Hands-On Facilitation Skills in the Virtual

Environment Trainings with 52 attendees

ITRP Activities Results – Benefits – Impacts Cooperative Patent Classification (CPC) Tools Training –Provided training on CAT, Classification Resource Tools and CPC Scheme Navigator.

• 14 classes with 203 total attendees o 5 TEE - Classification Allocation Tool (CAT) with

79 attendees o 3 TEE - Classification Resource Tools with

54 attendees o 5 TEE - CPC Scheme Navigator with

69 attendees o 1 One-on-One Training with 1 attendee

Regional Office Support – An ITRP is stationed in each of the four Regional Offices in Detroit, Dallas, Denver, and San Jose to provide training and support to Examiners, Judges and other USPTO staff.

• Regional ITRPs conducted search training for the public, 10 classes with 549 attendees:

o 2 The Path to a Patent Part III: Patent Searching Process with 252 attendees o 3 Tips and Tricks for Patent Searching Including 6-Step Process with 244 attendees o 4 Meet the Patent Search Experts: Class Five with 28 attendees o 1 National Patent Application Drafting Competition (NPADC) Training with 25 attendees

Collaboration Tools

Classification Tools

Regional Office Support

• 28 Custom Trainings for Examiners were provided by Regional ITRPs with 162 attendees

• 3 PE2E Search Demos and 2 PE2E Search Overview One-on-Ones for Examiners were provided by Regional ITRPs with 17 attendees (included in PE2E numbers above)

• Four Regional ITRPs have logged 1,225 assists:

o Dallas: 292 assists o Denver: 457 assists o Detroit: 128 assists o San Jose: 348 assists

• Alexandria ITRPs provided 105 assists for Regional Office employees

ITRP Activities Results – Benefits – Impacts Learning Center Support – Worked closely with ATS to develop processes and procedures for class setup, registration, and reporting.

• Entered/Updated 200 training sessions in LC in FY22:

o PE2E Search – Study Hall 28 sessions o PE2E Search – Similarity Search 41 sessions o PE2E PDP – 21 sessions o MS Office for OAPP-OITP – 20 sessions o Smart Breaks – 90 sessions

• Created WebEx links only (no LC entries) for 53 training sessions in FY22:

o PE2E DAV/eDRS/OC for ODM-BDA 2 links o MS Excel for PACE Team 4 links o MS Office for PACE 15 links o MS Office for OPESS 30 links o MS Excel for PTAB 2 links

ITRP Activities Results – Benefits – Impacts ITRP Materials – Templates are aligned with the USPTO’s standards and guidelines. Agile development at the USPTO requires considerable ITRP resources to create, maintain and update documents.

General Automation Training and PTA documents (Includes PE2E topics)

• 158 new documents created in FY23

• 289 documents updated in FY23

• New topics for ITRP materials in FY23 include:

o MS Teams Meetings Polling, Calling, Meetings and Out of Network Participants o Controlled Unclassified Information (CUI) o Patent Data Portal (PDP) o PE2E Search, DAV, OC lesson plans for Design o Classification home page renamed to

Classification Resources o Updates due to a new PASM link o Updates due to a new USPTO logo displaying a registered trademark o Development of an updated ITRP slides template

Learning Center

Materials Development o MS Word Proofing and Customizations for the Solicitor’s Office o Custom MS Office Topics for CSD (Classification Standards & Development) o Advanced MS Excel for PTAB Search Strategy ITRP documents:

• 18 new documents (2 slide sets, 13 lesson plans, 1 QRG, 1 detailed outline, 1 internal template)

• 21 slide set documents updated

• 7 lesson plans updated

• Of the above, 44 documents concerned PE2E Search topics Telework documents

• 1 slide set updated training (CBTs) comprised of script development, storyboarding, PowerPoints, voiceovers, animation, and audio/visual synchronization. Graphic Artist and Graphic Designer provided artistic and graphical support for the USPTO.

• 63 CBTs produced

• Graphic Artist in DMS supported/created 55 projects and is working on CBT interactivity, motion graphics, and 508 compliance development

• Graphic Designer in CCWS created 15 posters, flyers, web graphics, newsletters, video graphics, icons, and logos

• PE2E Search Overview and PE2E Search Advanced CBTs were both completed who are available to provide on-demand support and training.

• ITRPs provide virtual assists for USPTO employees

• Examiners and USPTO staff across the country may contact the ITRPs from 8 a.m. to 8 p.m. (ET)

• 16,760 assists logged in FY23

• Peak day was on 12/1/2022, with 152 assists provided

On Campus Training and Support – Since 5/25/2022, two ITRPs are assigned to work on campus in Alexandria each day from 8 a.m. to 5 p.m. ET to provide in-person instruction and assistance.

• 47 face-to-face assists were provided in FY23

• 4 in-person classes were provided in FY23:

o 2 PE2E Search Using AI in MDW-240 with 3 attendees (1 session had no attendees) o 1 PE2E Search Study Hall Tagging in MDW-240 with 1 attendee o 1 Meet the Patent Search Experts: Class Five for the Public at the Dallas Regional Office with 3 attendees

• New Employee Experience (NEX@USPTO) o 6 on campus Employee Fairs for recent hires with 129 total visitors

Digital Media Services (DMS)

SPE Request Form – Online form for SPEs to request demos on various topics for their workgroups.

• 17 requests received in FY23

Collaboration Tools

Search Strategy

JIT/Demos

UL/Desktop

USPTA Refresher & SPE Training

Smart Breaks

AIS

USPTA New Examiner Training

ITRP Classes by Training Type - Including PE2E 10/1/22 - 9/30/23 Total: 1,579

Demo: PE2E PDP

Demo: PE2E-OC

JIT: PE2E-DAV

Refresher: PE2E-DAV

AIS: PE2E-eDRS

AIS: PE2E-OC

Smart Breaks: PE2E-OC

JIT: PE2E-OC

Refresher: PE2E-OC

Demo: PE2E Search

JIT: PE2E Search

Refresher: PE2E Search

AIS: PE2E-PDP

Smart Breaks: PE2E Search

Smart Breaks: PE2E-PDP

PE2E Classes by Category 10/1/22 - 9/30/23 Total: 1,022

October 2022 – September 2023

Other PE2E-eDRS

Snag-It

PE2E-DAV

Public (External Classes) eMPEP

USPTA: AIS Overview USPTA: AIS (General AISs)

Adobe Classification Tools

PE2E-OC

Collaboration Tools

AIS (General AISs) Search Strategy

USPTA: AIS Review Microsoft Office

USPTA: Collaboration Tools USPTA: Universal Laptop

USPTA: Classification Tools USPTA: eMPEP

PE2E-PDP

USPTA: Search Strategy

USPTA: PE2E-DAV

PE2E-Search

USPTA: PE2E-OC

USPTA: PE2E Search

ITRP Classes by Topic 10/1/22 - 9/30/23 Total: 1,579

Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep

Cl as se s

ITRP Classes by Month 10/1/22 - 9/30/23 Total: 1,579

FY21 FY22 FY23 Avg (Month) Avg (Overall)

FY21-Q1 FY21-Q2 FY21-Q3 FY21-Q4 FY22-Q1 FY22-Q2 FY22-Q3 FY22-Q4 FY23-Q1 FY23-Q2 FY21-Q3 FY21-Q4

Top ITRP Class Topics

FY2021 - FY2023

MS Office/Outlook PE2E-DAV PE2E-OC PE2E Search Search Strategy PE2E-PDP

October 2022 – September 2023

TC 1600

14.25%

TC 1700

9.53%

TC 2100

5.96%

TC 2400

6.94%

TC 2600

10.72%

TC 2800

10.48%

TC 2900

2.36%

TC 3600

10.69%

TC 3700

7.65%

TC 3900

0.52%

TC 4100

8.06%

Patents Other 10.96%

Non-Patents 1.87%

ITRP Assists by Business Unit 10/1/22 - 9/30/23 Total: 16,760

Core AISes 60.14%

Search Strategy 12.63%

UL

13.39%

Collaboration Tools 10.27%

Other 2.47%

Telework 1.10%

ITRP Assists by Topic 10/1/22 - 9/30/23 Total: 16,760

1,795 1,518

1,194 1,193 1,269 1,504 1,409

1,230 1,236

1,574 1,503 1,335

1,000

1,500

2,000

2,500

3,000

Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep

As si st s

ITRP Assists by Month 10/1/22 - 9/30/23 Total: 16,760

FY21 FY22 FY23 Avg (Month) Avg (Overall)

FY21-Q1 FY21-Q2 FY21-Q3 FY21-Q4 FY22-Q1 FY22-Q2 FY22-Q3 FY22-Q4 FY23-Q1 FY23-Q2 FY23-Q3 FY23-Q4

As si st s

Top ITRP Assist Topics

FY2021 - FY2023

MS Office/Outlook PE2E-DAV PE2E-OC PE2E Search Search Strategy MS Teams

The Information Technology Resource Provider (ITRP) program provides automation training and support services for the USPTO, following best practices with government oversight by the Office of Information Technology for Patents (OITP) Automation Training Services (ATS) division. In FY22, ITRPs kept busy with PE2E Search and Patent Training Academy (PTA). ITRPs also taught Special Training for programs such as the Upward Mobility Program (UMP), Patent Administrative Continued Education (PACE), Aspiring Managers Program (AMP), and Search and Classification Examiner (SCE) Presentation Skills. ITRPs created materials and delivered a new customized Microsoft Word Advanced Features class for Patent Trial and Appeal Board (PTAB) employees in April 2022. ITRPs also worked on materials for the new Patent Data Portal (PDP), Pre- Exam (PREX), and Collaborative Environment (CE) tools. ITRPs provided Microsoft Teams demos and Smart Breaks and updated the PTA Collaboration Tools materials to include content on Microsoft Teams and WebEx Meetings. The Search ITRPs continue to utilize their specialized skills to support Examiners with search strategy. Search ITRPs have created and updated Search Strategy materials in preparation for Just In Time (JIT) training in FY23. In the Digital Media Services (DMS) Lab, the ITRP CBT Developers and Graphic Artists developed new Standard Operating Procedures for CBT scripts. The Regional Office ITRPs updated the search training they provide for the public to include the new Public Search tool that was released in February 2022.

Requests for training and support kept the ITRP team engaged. In FY22, ITRPs taught 1,783 classes with a total attendance of 36,924 — representing the sum of participants at each session — and completed 21,536 total assists for Examiners and other USPTO staff. ITRPs began offering face to face assists on May 25th, 2022 and from May 25th to September 30th, provided 15 on campus assists.

Professional Development and Training – Attended trainings and courses to enhance overall professional skills, stay abreast of industry trends, and gain expertise on the USPTO proprietary tools in which service is provided.

• In FY22, ITRPs completed:

o 182 Pre-ITRP Academy classes o 656 ITRP Academy classes o 23 Post-ITRP Academy classes o 38 ITRP-led Professional Development classes o 106 Non-ITRP Professional Development classes ITRP Triage Plan for Training and Support – Coordinated and revised schedules as needed to cover all classes and services, avoiding service interruptions on all but one day.

• 29 “Red” schedule days with no ITRPs on call to cover should anyone call out

• 1 ITRP Support Shift interruption was needed due to high volume of classes:

o 10/29/21 from 12:30 p.m. – 2:30 p.m. ET 2 AskAnITRP chat room visitors 1 ITRP Hotline voicemail o All users were assisted when ITRP services were available again

Training and Instructional Support FY22 Annual Report

October 1, 2021 – September 30, 2022

Operational Support

Collaboration Tools Training – Provided classes on Microsoft (MS) Teams, Cisco UC Integration for Lync (CUCILync), and WebEx. Offered Smart Breaks on MS Teams Meetings due to the decommission of the internal WebEx meeting server after December 2021. External cloud-based WebEx is still available for certain users and continues to be used to conduct most ITRP classes.

• 7 MS Teams training sessions with 151 attendees o 1 MS Teams Basic demo for Examiners with

19 attendees o 2 MS Teams Intermediate demos for Examiners with 53 attendees o 2 MS Teams Intermediate demos for PTAB with

68 attendees o 1 MS Teams Advanced demo with 5 attendees o 1 Microsoft Teams Training with 6 attendees

• 6 Smart Breaks on MS Teams Meetings with 66 attendees

• 1 Hands-On Facilitation Skills in the Virtual Environment for the Aspiring Managers Program (AMP) with 28 attendees

• 1 Collaboration Tools for OPESS with 8 attendees

• 1 Collaboration Tools One-on-One Training with

1 attendee

• 4 Just In Time (JIT) Cisco Voicemail sessions with

9 attendees Telework Training – Provided classes for participants across the Agency. PHP training was streamlined from 4 days (15 hours) in FY21 to 3 days (8 hours) in FY22. Telework instruction began to be conducted via Microsoft Teams instead of WebEx starting December 2021. RSA Software Token (alternative to physical FOB) was added to Telework training materials in February 2022.

Patents Management suspended PHP training after 4/29/22, so no classes were offered after that date.

• 78 Telework classes for various groups across the USPTO with 429 total attendees o Patents Hoteling Program (PHP):

Alexandria: 46 training days with 382 attendees Dallas: 9 training days with 15 attendees Denver: 3 training days with 3 attendees Detroit: 3 attendees (joined Alexandria classes) San Jose: 15 training days with

15 attendees o 2 Custom PHP-N classes with 1 attendee (1 no show) o Non-Patents:

3 TWAH classes with 10 attendees

Learning Center Support – Worked closely with ATS to develop processes and procedures for class setup, registration, and reporting.

• 2 Just In Time (JIT) Learning Center Essentials training sessions with 2 attendees

• Entered/Updated 689 training sessions in LC in FY22:

o PE2E Search – Overview 156 sessions o PE2E Search – Advanced 156 sessions o PE2E Search – Study Hall 273 sessions o PE2E Search – Similarity Search 58 sessions o Smart Breaks – 46 sessions

• ATS entered 9 training sessions in LC in FY22:

o PE2E Search – Overview 7 sessions o PE2E Search – Similarity Search 1 sessions o PE2E Search – Study Hall 1 sessions

• Created WebEx links only (no LC entries) for 46 training sessions in FY22:

o MS Office for PACE 13 links o MS Office Training for Program Support

Assistant (UMP) 15 links o MS Word Advanced Features for PTAB 4 links o MS Office for OPESS 14 links

• Cancelled 23 sessions by customer request due to:

o Low Enrollment – 23 sessions

PE2E Search Training – ITRPs conducted PE2E Search training for Examiners and SPEs. Approved PE2E Search training for all Patent Examiners began on May 24th, 2021. Training has been completed for all TCs.

• 661 PE2E Search Examiner training sessions with 19,435 attendees o 163 PE2E Search Overview sessions with 4,960 attendees o 16 PE2E Search Overview for WEST Users sessions with 316 attendees o 9 PE2E Search Overview for Design sessions with 255 attendees o 161 PE2E Search Advanced sessions with 5,062 attendees o 17 PE2E Search Advanced Course for WEST Users sessions with 171 attendees o 9 PE2E Search Advanced Course for Design sessions with 254 attendees o 278 PE2E Search Study Hall sessions with 8,273 attendees o 8 PE2E Search Study Hall for Design sessions with 144 attendees

• 1 PE2E Search Demo for Design SPEs with 21 attendees

• 9 PE2E Search One-on-One Make-up Trainings with

9 attendees PE2E Electronic Document Review System (eDRS) Training – Trained Non-Examiners on eDRS.

• 2 PE2E-DAV/eDRS for Non-Examiners with 51 attendees

Patents End-to-End (PE2E) Docket and Application Viewer (DAV) Training – Training provided when requested.

• 1 AU Meeting Demo-PE2E-DAV with 26 attendees

• 2 Just In Time (JIT) PE2E-DAV sessions with 8 attendees

• 2 PE2E-DAV One-on-One Training with 2 attendees

PE2E Official Correspondence (OC) Training – Provided refresher training and training for Non-Examiners.

• 1 PE2E-OC SPE Training with 42 attendees

• 2 PE2E-OC Art Unit Demos with 48 attendees

• 6 Just In Time (JIT) PE2E-OC sessions with 8 attendees

• 4 Smart Breaks PE2E-OC sessions with 12 attendees

• 1 PE2E-OC for OPESS with 10 attendees

• 2 PE2E-OC One-on-One Training with 2 attendees

PE2E Instructional Materials (Non-Search Strategy ITRP) – The Agile development process of the PE2E tools has required an intense amount of ITRP resources to develop and maintain documents in FY22.

• 23 new PE2E Search documents created and 58 updated

• 3 new PE2E-DAV documents created and 16 updated

• 5 new PE2E-OC documents created and 8 updated

• 1 PE2E-eDRS document updated

• 2 new P-STAR/PAP documents created and 3 updated

• 8 new PE2E Pre-Exam (PREX) documents created

Cooperative Patent Classification (CPC) Tools Training – Continue to provide training and update training materials for the Classification Allocation Tool (CAT) and the CPC Scheme Navigator tool.

• 12 CPC Scheme Navigator Refreshers with 218 attendees

• 16 Smart Breaks on CPC Scheme Navigator with 46 attendees

• 1 CPC Scheme Navigator Demo with 296 attendees

• 12 Classification Resource Tools Refreshers with 293 attendees

• 12 CAT Overview Refreshers with 339 attendees

• 1 CAT Demo with 353 attendees

• 1 CPC One-on-One Training with 1 attendee who are available to provide on-demand support and training.

• Examiners and USPTO staff across the country may contact the ITRPs from 8 a.m. to 8 p.m. (ET)

• 21,536 assists logged In FY22

• Peak day was 12/1/21, with 172 assists provided

Regional Office Support – An ITRP is stationed in each of the four Regional Offices in Detroit, Dallas, Denver, and San Jose to provide training and support to Examiners, Judges and other USPTO staff.

• Regional ITRPs conducted search training for the public, 10 classes with 670 attendees:

o 6 Tips and Tricks for Patent Searching Including 6-Step Process with 386 attendees o 3 Meet the Patent Search Experts: Class Five with 57 attendees o 1 The Path to a Patent Part III: Patent Searching Process for the Public with 227 attendees o Of the above, 5 classes were provided for the public on using the new Public Search tool o Training materials for the public were updated to include the Public Search tool for classes starting 3/16/22

• Four Regional ITRPs have logged 1,976 assists o Dallas: 428 assists o Denver: 848 assists o Detroit: 179 assists o San Jose: 521 assists

• Alexandria ITRPs provided 91 assists for Regional Office employees

ITRP Materials – Templates are aligned with the USPTO’s standards and guidelines. Agile development at the USPTO requires considerable ITRP resources to create, maintain and update documents.

General Automation Training and PTA documents:

• 117 new documents created in FY22

• 148 documents updated in FY22

• Updated 19 Office 2016 documents for Office 2019.

• New topics for ITRP materials in FY22 include:

o MS Office 2019 o MS Teams Meetings, Breakout Rooms o RightFax Web Client o PE2E Pre-Exam (PREX) o Collaborative Environment (CE) o PE2E Search - Similarity Search o PE2E Search - Artificial Intelligence

Search Strategy ITRP documents:

• 6 new documents (3 slide sets, 1 lesson plan, 1 handout)

• 21 slide set documents updated

• Of the above, 25 documents concerned PE2E Search topics

Telework documents:

• 10 slides modules update

• 4 QRGs updated

Custom Training – One-on-one or group training (e.g., Art Unit demos) on specific topics based on customer request.

• 30 custom training sessions with 198 attendees training (CBTs) comprised of script development, storyboarding, PowerPoints, voiceovers, animation, and audio/visual synchronization. Graphic Artist in DMS and Graphic Designer in Collaborative Communication and Web Services (CCWS) provided artistic and graphical support for the USPTO.

• 41 CBTs produced

• Graphic Artist in DMS supported/created 85 projects and is working on CBT interactivity, motion graphics, and 508 compliance development

• Graphic Designer in CCWS created 97 posters, flyers, web graphics, newsletters, video graphics, icons, and logos

Search Strategy – ITRPs specializing in search strategy continue to provide training and assistance for examiners under the KMS Contract.

• 1 AU Meeting Demo - Searching Mathematical Formulas with 18 attendees

• 1 Search Strategy One-on-One Training with 1 attendee

• Provided 2,697 individual assists for examiners on search strategy

• Created 6 new search strategy training materials and updated 21 slide sets.

• Of the above, 25 documents concerned PE2E Search topics Microsoft Office Classes – Provided training on the MS Office suite tools for OITP, OPESS, and other groups upon request.

OCIO deployed Microsoft Office 2019 to all Patents users as of 2/16/22. Project and Visio remain version 2016, as they were not updated by OCIO.

• 46 classes for Microsoft Office with 536 attendees o 3 PowerPoint with 50 attendees o 6 Excel with 81 attendees o 15 Word with 155 attendees o 3 Access with 42 attendees o 5 Outlook with 36 attendees o 3 OneNote with 65 attendees o 3 Visio with 33 attendees o 3 Publisher with 24 attendees o 3 Project with 35 attendees o 1 Windows 10 and Microsoft Office 2016 New

Features with 9 attendees o 1 Art Unit meeting demo-Microsoft Office with

6 attendees

• ITRP materials were updated for Microsoft Office 2019 as of 3/2/22 Commercial Software Classes – Provided training on commercial off-the-shelf (COTS) tools used by Patent Examiners.

• 6 Smart Breaks Adobe Digital Signatures with 19 attendees

• 6 Smart Breaks Adobe Acrobat with 10 attendees

• 2 Just In Time (JIT) Adobe Acrobat with 7 attendees

• 2 Just In Time (JIT) Commvault with 3 attendees

• 4 Smart Breaks RightFax Web Client with 16 attendees

• 2 Just In Time (JIT) RightFax with 3 attendees

• 2 Just In Time (JIT) Snagit with 2 attendees

• 8 Smart Breaks Taking Leave: What to do before you go with 34 attendees

Search and Classification Examiner (SCE) Presentation Skills Training – Customized training initiative for SCEs that incorporates MS Teams, Excel, PowerPoint, and Snagit.

• 4 SCE sessions with 80 attendees

Patent Training Academy (PTA) – USPTO continued to hire new examiners In FY22, with training labs in Alexandria.

• 800 PTA classes for new examiners with 13,221 attendees o Alexandria had 800 PTA classes o No Regional Office PTA classes In FY22

• 2 PTA LMS & Academy Docs for Trainers with 21 attendees eMPEP – ITRPs provide training and assistance on navigating through the eMPEP tool and searching the MPEP.

• 3 eMPEP Refreshers for Patent Law and Evidence (PLE) with 120 attendees

• 2 eMPEP Trainings for OPESS with 32 attendees

• 1 Demo on eMPEP with 19 attendees

Search Strategy

Collaboration Tools

JIT/Demos

USPTA Refresher & SPE Training

UL/Desktop

Smart Breaks

Telework

AIS

USPTA New Examiner Training

ITRP Classes by Training Type - Including PE2E 10/1/21 - 9/30/22 Total: 1783

October 2021 – September 2022

Demo: PE2E-Search

Demo: PE2E-DAV

AIS: PE2E-eDRS

Demo: PE2E-OC

JIT: PE2E-DAV

AIS: PE2E-DAV

AIS: PE2E-OC

Smart Breaks: PE2E-OC

JIT: PE2E-OC

USPTA: PE2E-DAV

USPTA: PE2E-OC

USPTA: PE2E-Search

AIS: PE2E-Search

PE2E Classes by Category 10/1/21 - 9/30/22 Total: 1187

145 138

Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep

Cl as se s

ITRP Classes by Month 10/1/21 - 9/30/22 Total: 1783

FY20 FY21 FY22 Avg (Month) Avg (Overall)

FY20-Q1 FY20-Q2 FY20-Q3 FY20-Q4 FY21-Q1 FY21-Q2 FY21-Q3 FY21-Q4 FY22-Q1 FY22-Q2 FY22-Q3 FY22-Q4

Top ITRP Class Topics

FY2020 - FY2022 Q4

MS Office/Outlook PE2E-DAV PE2E-OC PE2E Search PHP Search Strategy MS Teams

Core AISes 68.07%

Search Strategy 12.52%

Collaboration Tools 8.00%

UL

7.87%

Other 2.55%

Telework 0.98%

ITRP Assists by Topic 10/1/21 - 9/30/22 Total: 21,536

October 2021 – September 2022

TC 1600

10.91%

TC 1700

7.71%

TC 2100

8.15%

TC 2400

10.53%

TC 2600

13.17%

TC 2800

12.01%

TC 2900

3.19%

TC 3600

11.24%

TC 3700

9.78%

TC 3900

0.32%

TC 4100

3.76% Patents Other

8.53% Non-Patents

0.72%

ITRP Assists by Business Unit 10/1/21 - 9/30/22 Total: 21,536

2,009 1,811 1,712 1,615

1,910

2,323

1,763 1,703 1,738 1,501

1,799 1,652

1,000

1,500

2,000

2,500

3,000

Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep

As si st s

ITRP Assists by Month 10/1/21 - 9/30/22 Total: 21,536

FY20 FY21 FY22 Avg (Month) Avg (Overall)

1,000

1,500

2,000

2,500

FY20-Q1 FY20-Q2 FY20-Q3 FY20-Q4 FY21-Q1 FY21-Q2 FY21-Q3 FY21-Q4 FY21-Q4 FY22-Q1 FY22-Q2 FY22-Q3 FY22-Q4

As si st s

Top ITRP Assist Topics

FY2020 - FY2022 Q4

EAST MS Office/Outlook PE2E-DAV PE2E-OC PE2E Search Search Strategy MS Teams

The Information Technology Resource Provider (ITRP) program provides automation training and support services for the USPTO, following best practices with government oversight by the OPIM Automation Training Services (ATS) division.

During FY21, ITRPs created and instructed two new Patent Training Academy (PTA) courses, Advanced Search Topics and Alternatives to PE2E DAV and PE2E Search Part 2. The 25,000th ITRP Assist for the KMS contract was recorded on Wednesday, August 25, 2021. Microsoft Teams, PE2E-OC and PE2E Search continue to be popular assist topics. In addition, ITRPs improved and updated the PTA academy review game used in the PTA Automation tools and Q&A session to review important concepts taught in Patent Training Academy. The Search ITRPs continue to utilize their specialized skills to support Examiners with search strategy. They updated search strategy documents and transitioned them to the ITRP template and they provided several demonstrations on search strategy ranging from basic trainings on how to build an efficient search query to specialized trainings on CPC. The Search ITRPs also provided internal proficiency training on search strategy for all ITRPs and prepared 5 additional ITRPs to teach the PTA Search Labs 1 and 2.

Requests for training and support kept the team engaged: In FY21, ITRPs taught 1,499 classes with a total attendance of 29,478 — representing the sum of participants at each session — and completed 21,467 total assists for Examiners and other USPTO staff.

Professional Development and Training – Trainings and courses taken to enhance overall professional skills, stay abreast of industry trends, and become familiar or experts with the USPTO proprietary tools in which service is provided.

• In FY21, ITRPs completed:

o 78 Pre-ITRP Academy classes o 401 ITRP Academy classes o 18 Post-ITRP Academy classes o 166 ITRP-led Professional Development classes o 161 Non-ITRP Professional Development classes ITRP Triage Plan for Training and Support – Coordinated and revised schedules as needed to cover all classes and services, avoiding service interruptions.

• 8 “Red” schedule days with no ITRPs on call to cover should anyone call out.

o 11/18/2020 o 7/7/2021 o 7/8/2021 o 7/9/2021 o 8/4/2021 o 8/5/2021 o 9/1/2021 o 9/2/2021

• No ITRP support shift interruptions were needed in

FY21.

Collaboration Tools Training – Provided classes on WebEx and group chat features of MS Teams. Beginning in April 2021, offered demos and Smart Breaks on other MS Teams features due to the transition from Skype for Business to MS Teams after May 2021.

• 105 MS Teams demos with 3,011 attendees o 72 MS Teams Basics demos with 1,978 attendees o 1 MS Teams Q&A session with 189 attendees o 6 MS Teams Intermediate demos with

177 attendees o 1 MS Teams Advanced demo with 14 attendees

Operational Support

Training and Instructional Support FY21 Annual Report

October 1, 2020 – September 30, 2021 o 25 MS Teams Smart Breaks with 653 attendees

• 17 other Collaboration Tools…