This article explains how History dates work in Equinox, as well as our recommended best practice for storing numbers.

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Storing official dates & numbers

Official dates like the filing, publication and grant date of an application are stored in special fields called ‘History dates’. You can store the date, country code where the office resides, and number within each field.

For example, a ‘First Filing’ application filed at the UKIPO might have a ‘Filing’ history date field that looks a bit like this:


Each history date field has a unique numerical identifier called a ‘History ID’ or ‘HID’. These are useful to know about, as they appear in things like template merge codes that allow you to pull this data into emails and letters. Additional history dates can be added into the system depending on your requirements, but our base set is usually enough.

History nameHistory ID (HID)
Earliest Priority1
Filing2
Publication3
Grant4
Lodged5
PCT Filing200
PCT Publication201
Parent Filing202
Parent Publication203
Parent Grant204
Opposition Filing205
Opposed Application206

Each history date should be used to store dates and numbers in a specific way, to ensure consistency across your system. This is especially important when you’re setting up correspondence templates to pull in dates and numbers in specific scenarios. 

Best practices for official date and number storage

Patent

First FilingClaiming PriorityNationalisation Of PCTValidation of EPDivisionalContinuationContinuation in PartSPC
Earliest Priorityearliest priority date, CC, numberearliest priority date, CC, numberearliest priority date, CC, numberearliest priority date, CC, numberearliest priority date, CC, numberearliest priority date, CC, numberearliest priority date, CC, number
Filinglocal filing date, CC, numberlocal filing date, CC, numberPCT parent filing date, local CC and numberparent EP filing date, CC, numberparent filing date and CC, local filing numberparent filing date and CC, local filing numberparent filing date and CC, local filing numberlocal filing date, CC, number
Publicationlocal publication date, CC, numberlocal publication date, CC, numberlocal publication date, CC, numberparent publication date, CC, numberlocal publication date, CC, numberlocal publication date, CC, numberlocal publication date, CC, numberlocal publication date, CC, number
Grantlocal grant date, CC, numberlocal grant date, CC, numberlocal grant date, CC, numberparent grant date, CC, numberlocal grant date, CC, numberlocal grant date, CC, numberlocal grant date, CC, numberlocal grant date, CC, number
Lodgedlocal filing date, CC, numberlocal filing date, CC, numberlocal filing date, CC, numberlocal filing date, CC, numberlocal filing date, CC, number
PCT FilingPCT parent filing date, CC, number
PCT PublicationPCT publication date, CC, number
Parent Filingparent filing date, CC, numberparent filing date, CC, numberparent filing date, CC, numberparent filing date, CC, number
Parent Grantparent grant date, CC, number

Trade Mark

First FilingClaiming PriorityNational Right of Madrid
Earliest Priorityearliest priority date, CC, numberearliest priority date, CC, number
Filinglocal filing date, CC, numberlocal filing date, CC, numberMadrid parent filing date, CC and number
Publicationlocal publication date, CC, filing numberlocal publication date, CC, filing numberlocal publication date, CC, filing number
Grantlocal grant date, CC, filing numberlocal grant date, CC, filing numberlocal grant date, CC, filing number
Lodgedlocal filing date, CC, number (if subsequent designation)

Design

First FilingClaiming PriorityNationalisation Right of HagueDivisional
Earliest Priorityearliest priority date, CC, numberearliest priority date, CC, numberearliest priority date, CC, number
Filinglocal filing date, CC, numberlocal filing date, CC, numberHague parent filing date, local CC and numberparent filing date and CC, local filing number
Publicationlocal publication date, CC, numberlocal publication date, CC, numberlocal publication date, CC, numberlocal publication date, CC, number
Grantlocal grant date, CC, numberlocal grant date, CC, numberlocal grant date, CC, numberlocal grant date, CC, number
Lodgedlocal filing date, CC, numberlocal filing date, CC, number
Parent Filingparent filing date, CC, number

Opposition

Filed by us – PatentFiled by us – Trade MarkFiled against us - PatentFiled against us – Trade Mark
Opposition Filingthe opposition case filing date, CC, numberthe opposition case filing date, CC, number
Opposed Applicationthe case we are opposing filing date, CC, numberthe case we are opposing filing date, CC, numberour opposed case filing date, CC, numberour opposed case filing date, CC, number
Earliest Priorityour opposed case priority date, CC, number
Publicationthe case we are opposing publication date, CC, numberthe case we are opposing publication date, CC, numberour opposed case publication date, CC, number
Grantthe case we are opposing grant date, CC, numberour opposed case grant date, CC, number


Field Definitions

Patent

Patent FieldDefinitionOther Known Names
Earliest Prioritythe earliest date a patent application claims as its priority, often from a first filing in a patent familyPriority Date, First Filing Date, Base Priority Date
Filingthe date the patent application was officially submitted to a patent officeApplication Date, Effective Filing Date
Publicationthe date the patent application is published and made publicly availablePublic Disclosure Date
Grantthe date the patent is officially granted by the patent officeIssue Date, Patent Date
Lodgedthe date the patent was formally submitted or recorded locallySubmission Date, Filed Date (in some regions), National/Regional Phase Entry Date, Validation Date
PCT Filingthe date a patent application was filed under the Patent Cooperation Treaty (PCT)International Filing Date, WIPO Application Date
PCT Publicationthe date the PCT application is published by WIPOInternational Publication Date, WIPO Publication Date
Parent Filingthe filing date of the original (parent) application from which others (e.g., divisionals, continuations) deriveOriginal Filing Date, Base Application Date
Parent Grantthe grant date of the parent applicationOriginal Grant Date, Base Patent Grant Date

Trade Mark

Trade Mark Field
Definition
Other Known Names
Earliest Prioritythe earliest date a trade mark application claims priority from a previous filingPriority Date, First Filing Date, Base Priority Date
Filingthe date the trade mark application was officially submitted to the IP officeApplication Date, Submission Date, Effective Filing Date
Publicationthe date the trade mark application is published in the official gazette or registryAdvertisement Date, Gazette Date, Public Notice Date
Grantthe date the trade mark is registered or granted legal protectionRegistration Date, Protection Date, Date of Entry in Register
Lodgedthe date the trade mark was formally submitted or recorded locallySubsequent Designation Date, Submission Date, Filed Date (in some regions)