IPCRMS Background Information
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WORLD INTELLECTUAL PROPERTY ORGANIZATION SPECIAL UNION FOR THE INTERNATIONAL PATENT CLASSIFICATION (IPC UNION) IPCRMS Background Information Date By Version Status Modification May 9, 2014 IPCRMS PM 0.1 Draft From PID May 15, 2014 WIPO 1.0 Revised From IPCRMS evaluation team Table of Contents 2.1. Terms Definitions & Acronyms ............................................................................. 2 2.2. Background ................................................................................................................ 3 2.3. Project Objectives ...................................................................................................... 4 2.4. Desired Outcomes ...................................................................................................... 4 2.5. Scope .......................................................................................................................... 4 2.6. Exclusion ................................................................................................................ 5 2.7. Constraints .............................................................................................................. 5 2.8. Assumptions ........................................................................................................... 5 2.9. User(s) and any other known interested parties ..................................................... 6 2.10. Interfaces ................................................................................................................ 6 2.10.1. Team or People ................................................................................................... 6 2.10.2. Projects ............................................................................................................... 7 2.10.3. Systems ............................................................................................................... 7 2.11. Deliverables ............................................................................................................ 7 3. Business Case ................................................................................................................. 8 3.1. Reasons ................................................................................................................... 8 3.2. Business Options .................................................................................................... 8 3.2.1. Selected Option IPCRM Managed application as a Service MAAAS Solution 9 4. Project Approach ............................................................................................................ 9 5. Success Criteria ............................................................................................................ 10 6. Expected Benefits ......................................................................................................... 10 7. Expected Dis-Benefits .................................................................................................. 11 IPCRMS Background Information 2/12 1. Introduction WIPO intends to launch a request for proposals (RFP) for the provision of its International Patent Classification (IPC) Revision Management Solution (IPCRMS) and would like to seek interest and select eligible companies for this RFP. 2. Project Definition 2.1. Terms Definitions & Acronyms . Term / Acronym Definition AD The Arcanum Development company who worked with WIPO since the 1990s in the field of International classifications (cannot participate in IPCRMS implementation) BCM Business Continuity Management CBA Critical Business Application CPC Cooperative Patent Classification, Classification used by EPO and US based on the IPC EPO European Patent Office FI File Index, Classification used by Japan, based on the IPC IB The International Bureau i.e. WIPO I(C)T Information (Communication) Technology ICSD International Classification and Standards Division (the project sponsor) ICTD Information and Communication Technology Department IPC International Patent Classification IPC-IEF/IPC-Eforum The Electronic forum for discussion of IPC revisions IPCPUBREP IPC publication preparation platform IPCRM IPC Revision Management (the project) IPCRMS IPC Revision Management Solution (one product of the IPCRM project) N:\OrgTrps\PROCUREMENT\ACHATS\ITB RFP RFQ Contracts\2014\007 - IPCRMS\1 - EOI\Draft\EOI_PTD14007_IPCRMS_Background_Information_V1_0.docx 21/05/14 ver 0.1 IPCRMS Background Information 3/12 ITS IT Systems Section KPI Key Performance Indicator MAAAS Managed Application as a Service RFP Request For Proposal RIPCIS Legacy IPC revision Management system TOR Terms Of Reference for IPCRMS RFP WIPO World Intellectual Property Organization 2.2. Background The IPC revision workflow is currently based on: o Discussion and decisions recorded in the IPC-Eforum, o Data capture into RIPCIS of decisions o Preparation of IPC master files generated by RIPCIS o Publication preparation by ITS on the basis of IPC master files The RIPCIS system has therefore a key position in this workflow and as main IPC revision management system is a CBA for the IPC The RIPCIS system was developed in 2003 by AD a company on which WIPO has become very dependent both in term of maintenance and in term of operation support The dependency on RIPCIS and AD was reduced over time through gradual phasing out of some of the functionality initially present in RIPCIS ( publication, data input by offices) RIPCIS user interface is complex and time consuming for IPC staff to use it for the capture of IPC decisions; although potentially open to external offices, because of this complexity rapporteur offices were never invited to use it. The yearly internal efforts for the maintenance and operation of the system are excessive as well as the total operations costs Interface with the CPC and FI classification systems is needed to facilitate IPC revisions based on CPC or FI. RIPCIS technology is out of date, Propagation of RIPCIS changes through acceptance and production environment largely depends on ICTD staff shared with other business sectors. This often causes reactivity issues for the IPC. It is desirable to streamline the IT portfolio of the IPC (as well as of other international classifications) and to this effect to integrate new services into a single solution e.g. o for the preparation of IPC revision proposals with minimum data capture by WIPO, N:\OrgTrps\PROCUREMENT\ACHATS\ITB RFP RFQ Contracts\2014\007 - IPCRMS\1 - EOI\Draft\EOI_PTD14007_IPCRMS_Background_Information_V1_0.docx 21/05/14 ver 0.1 IPCRMS Background Information 4/12 o a centralized service for translation to national versions of the IPC integrating automatic translation as provided in PATENTSCOPE. For all the above mentioned reasons, it was decided to get a replacement solution: IPCRMS. 2.3. Project Objectives The objectives of this project are: To get a more cost effective, maintainable and robust solution than RIPCIS to assist the IB in its secretariat role through flexible, reliable and efficient IT solution for the management of IPC revision data, To get by mid-2015, this solution confirmed as fully operational for the IPC revision 2016.01 (associated KPI: RIPCIS is phased out and the early publication of IPC 2016.01 is prepared with IPCRMS) To improve reactivity and modularity to fulfil new IPC business requirements, To improve IPC business continuity management through reduction of WIPO dependency on the health of a specific private company providing ICT services e.g. AD. 2.4. Desired Outcomes . The desired outcomes of this project are: A solution open to IP Offices, available during their working hours, facilitating CPC or FI based revision of the IPC, reducing data capture by the IB and limiting to the maximum possible extent, the risk of human errors in particular by the IB. More vendor independence and better reactivity for the support of the IPC revision management solution thus allowing WIPO to be able to select an alternative contractor for the provision of concerned ICT services, Increased awareness of IPOs with regards to the IPC revision status and progress, through direct consultation of the IPCRMS. A solution that could be open to accommodate in some way in the future the other International Classifications 2.5. Scope The project will include: The IPC revision management process as from IPC revision projects submission until IPC master files generation and associated quality control, N:\OrgTrps\PROCUREMENT\ACHATS\ITB RFP RFQ Contracts\2014\007 - IPCRMS\1 - EOI\Draft\EOI_PTD14007_IPCRMS_Background_Information_V1_0.docx 21/05/14 ver 0.1 IPCRMS Background Information 5/12 Support for the creation of IPC revision proposals including means to import FI or CPC data, Preparation of national versions of the IPC. 2.6. Exclusion The project will exclude: Solution for discussion about IPC revision proposals (IPC-IEF) Other International classification systems managed by ICSD (NICE, VIENNA, LOCARNO) 2.7. Constraints The following constraints should be taken into account for the project: The current contractor AD cannot be used, (directly or indirectly through a consortium) for implementation of the solution; Limited staff resources are available in ITS to manage this project, and also in IPC Section, for the requirements and the acceptance testing; RIPCIS regular maintenance was stopped at the end of 2011; The date of the first production use of IPCRMS should allow for processing of an IPC revision cycle as