Talon


Introduction

Congratulations on your selection of the Talon status monitoring program for BISX proceedings. We have found that the Talon software provides a very convenient way to monitor such trademarks, and we hope you like it.


Who should use this software

This software is intended for use by anyone who finds it desirable to monitor at least one BISX proceeding. Possible users include:

After you have installed and tested the Talon software, you can enter the BISX proceeding numbers for up to 500 proceedings. You can manually run the software to check the status of the proceedings. When the software runs, it compares the status of each proceeding status (reported currently by the Adversary Proceeding Office web site at http//bisxext.uspto.gov/ ) with the status that was reported the previous time the software was run. The new status is displayed on the main page of the software, and you can easily review the trademark status on the screen. If any status changes are detected, the software uses a green icon on the screen to show the change, and sends an email message to a user-selected email address to report the changes. The contents of the email message are appended to a log file. In addition, the Talon software creates or updates a web page which lists all of the BISX proceedings that are being monitored, and for each one it shows the status which was obtained from the Adversary Proceeding Office web site.


Disclaimer

It is important for you to realize that the program is being provided to you free of charge on an "as is" basis with the hope that you will find it helpful for the monitoring of BISX proceedings. While we have tried to make the program convenient and reliable, we cannot promise that the program will be perfectly reliable. For example, we have designed the Talon software based on the format of information on the web site of the U.S. Adversary Proceeding Office as of the time during which the software was being designed. If the U.S. Adversary Proceeding Office changes the format of its web pages (which it has done quite often in recent years) this may lead to incorrect or incomplete results when using Talon. As another example, the Talon software relies upon a continuous connection to the Internet and, through the Internet, to the web site of the Adversary Proceeding Office. If your connection to the Internet were disrupted, or if there were some interruption in connectivity within the Internet making it impossible to reach the web site of the Adversary Proceeding Office, then this software will not be able to perform its intended function. This software is designed to generate email messages to annunciate particular events such as the change of status of a proceeding, and there are occurrences (such as email server crashes) which could lead to loss of email messages. Finally, we have not tested the Talon software on every possible combination of computer hardware and operating system software, and it might turn out that there is some combination that crashes the Talon software or causes it to malfunction. For all these reasons, we urge you not to rely solely upon the Talon software but to continue to rely upon proven methods of monitoring trademark status.

Where the status of a particular BISX proceeding is important to you (for example, because you want to know when it is to be published for opposition), you should use the same "watch" services that you would have used in the absence of this software. Similarly, when you wish to track your own BISX proceeding to avoid missing a due date, you should use the same docketing systems that you would have used in the absence of this software.

It is our hope that you will find it possible and helpful to use the Talon software for many months or years to come, and that none of the unhappy events described above will ever happen to you.


System requirements

Talon version 1.1 requires the following:

It is possible the Talon version 1.1 software will run on other versions of Windows, but we have not tested it on other versions of Windows.

If the software proves to be popular, we hope to offer it on other operating systems such as Linux.

Installation

Assuming that the system requirements set forth above are satisfied, we expect that installation will be fairly straightforward. First, download the latest version of the software (if you have not done so already) from the web site of Oppedahl & Larson LLP at http://www.patents.com/talon, making careful note of the directory to which the file was downloaded. (The software may take twenty minutes or more to load with a 28K modem.) Second, run the downloaded file to install the software. We suggest that the software be installed to the default directory which is c:\program files\patents.com\. Third, proceed to "configuration", discussed below.


Configuration

When Talon is run for the first time, it requires that you provide several items of information which are stored in configuration files and which are used when Talon is run again. Here is the initial configuration screen, shown with sample values in the fields (do not use these sample values!).configuration box The fields to be completed are as follows:


Configuration (Advanced)

Some configuration information can be set if necessary. Here is the advanced configuration screen, shown with sample values in the fields (do not use these sample values!).
Configuring Talon (Advanced). configuration box
  
The fields to be completed are as follows:


Adding trademark records to the database

Next, you will want to store some proceeding numbers. You can enter an proceeding number, together with your own reference (such as your attorney docket number). These items of information are stored in a data file, and the data file is used later when you ask for a status check of the proceedings.

Main screen

A scroll box shows the trademarks (if any) which have already been entered on the list. You can press "add a trademark record" which permits you to add a trademark record. An email message is sent to the notification list, reporting that a trademark record has been added to the monitoring list, and the addition is logged to the log file.

The trademark records are initially stored in the database in alphabetical order by the reference. Thus, if the references are provided (and are unique) then the HTML report will be ordered by reference.

You can select one trademark from the list to delete or edit. If you edit a record in this list, it will be re-inserted into the list according to its sort order, and a notification email will be sent to the persons on the notification list and will be logged. If you delete a record from this list, then that too will be reported to the persons on the notification list via email, and will be logged.

To modify the list of trademarks to be monitored you start with the "edit" menu: Editing records Once you have entered some proceeding numbers, proceed to "performing an update", below.

Performing an update

the update boxYou can update all of the records in the database, or you can update one or more selected records. Normally you would go to the "update" menu and select "all". (You can also do this by typing shift-F5.) When the updating process has finished, you should see this box: Successful update Note that you can only do one update per day for any particular record in the database; the software keeps track of the date of the most recent update and will not try to update a record a second time on a particular day. The Adversary Proceeding Office says that it updates its TARR database each day at 5:00 AM Eastern Time. This means that to get the most current information, you should perform the update after that time. We find that the updates take around five seconds per record, on average, so that a 250-record database takes about twenty minutes to update.

Once the update is complete, the software writes or rewrites a web page containing the results of the update. This web page can be placed on a web server and you can use the "find" feature of your browser to check on the status of a file. If you have accepted the default directory c:\program files\talon\ then the web page may be found at c:\program files\talon\talon.html . The HTML page has a table with a line for each record, and in each line there is a link to the TARR record on the BISX web site for that BISX proceeding.

Sending email notifications. When an update has finished, there may be update notifications to send. To send them, select file menu"send E-Mail" from the "file" menu.


Sorting records in the database

The records in the database are initially in alphabetical order by the reference. From the "Sort" menu, you can select sorting by the proceeding number, or the date of most recent status. The latter may be helpful to you because it bring to the top of the display all of the records for which there were recent status changes.

The view menu

If you have selected a record in the database, then from the view menu you can select "view web page" and your browser will be launched to show the TARR page for the record.

You can also select "view log file" to see the log file.


Right-clicking on trademark records

You can select one or more trademark records, and then right-click on them. This offers choices such as editing a record, deleting records, updating records, or viewing the TARR status page for a record.

Privacy information

The Talon software is set up so that approximately every fourth time it generates an email report, it will send a small email report to Oppedahl & Larson LLP. The email report does not identify any of the trademark proceedings being monitored. It does, however, tell us the email address or addresses to which status reports are sent, as well as the organization name and purely statistical information such as the number of proceedings being monitored and the number of errors encountered when performing updates. Oppedahl & Larson LLP will keep the email addresses in confidence and will not provide them to anyone not connected with the Talon software. The statistical information from each user will be merged with statistical information from other users. While the merged information may be publicly revealed, we will keep in confidence the contents of the individual email reports.

We may, from time to time, send email messages to one or more of the email addresses collected from the email reports. This will only be done in connection with the Talon software, for example to inform users of releases of new versions of the software, or of known problems with the software and possible solutions.


Troubleshooting

If you have trouble getting the Talon software to work, please do not ask Oppedahl & Larson LLP for help with the software. Please keep in mind that the software is being provided to you free of charge. We intend that the software will work well for you, and we invite you to use the "test" buttons described above if you are having problems. You may find helpful troubleshooting information on our web site at http://www.patents.com/talon

Sending a test email message.Email test buttons You can press "send E-Mail to Return Address" and the Talon software will try to send a test email message to the person listed in the "return address" field of the configuration screen. You can press "send E-Mail to Notification Addresses" and the Talon software will try to send test email messages to each of the persons listed in the "notification addresses" field of the configuration screen. You should then have the person or persons check their email to see if the test email message has been received. If this test fails (and if the previous two tests did not fail) then you should check to see whether you have correctly determined your SMTP server and entered it in the "SMTP server" field of the configuration screen.

. If you wish to report a problem, send it via email to talon-support@patents.com, but we cannot promise that you will receive a response.


The importance of backups

We recommend you make periodic backups of one important file, namely "talon.dat", which contains your list of BISX proceedings and the corresponding references. The other files can be reconstructed by simply reinstalling the software.


Credits

Talon was created by the firm of Oppedahl & Larson LLP and Polar Engineering and Consulting.

Revised November 2, 1999