PIUG 2006 Annual ConferenceAn International Conference for Patent Information ProfessionalsBoolean and Beyond:
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Saturday, May 20 |
8:30am-12:00pm |
Legal Status – Beyond The Beaten Track Stephen Adams Workshop (Registration required with a fee) |
Mirage Room |
1:00pm-4:30pm | Excel Tricks and Traps Daniel Phelps Workshop (Registration required with a fee) |
Mirage Room |
Sunday, May 21 Workshops, Volunteer Luncheon, Welcome Receptions 8:30am-12:00pm |
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8:00am-12:00pm | Questel*Orbit Workshop (Registration Required) FamPat Enhancements David Dickens, Joe Terlizzi |
Greenway D/E |
9:00am-11:30am | Chemical Abstracts Service Workshop (Registration Required) Improving Search Results on STN by Utilizing Patent Classification Codes John Zabilski |
Mirage Room (2nd floor) |
9:00am-11:00am | Omniviz Workshop (Registration Required) Using Visual Data Mining for More Effective Patent Analysis Jeffrey D. Saffer |
Greenway F (2nd floor) |
12:00pm-1:00pm | Volunteer Luncheon (by invitation only) | Lake Minnetonk (5th floor) |
1:00pm-3:00pm | Fiz Karlsruhe Workshop (Registration Required) Derwent World Patents Index on STN – Reloaded & Enhanced Rob Austin |
Mirage Room (2nd floor) |
1:00pm-3:00pm | Elsevier MDL Workshop (Registration Required) MDL Patent Chemistry Database – Chemical Reactions and Substance Data for Scientists Eva Seip |
Greenway D/E (2nd floor) |
3:30pm-5:30pm | PIUG Business Meeting (PIUG, Inc. members are encouraged to attend) |
Greenway A-C (2nd floor) |
6:30pm-7:00pm | First Time Attendee Welcome Reception Sponsored by PIUG |
Greenway D/E (2nd floor) |
7:00pm-9:00pm | Welcome Reception for all Meeting Attendees / Exhibits Open Sponsored by PIUG |
Nicollet C/D Exhibits Room (1st floor) |
Monday, May 22 |
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7:30am-8:30am | Breakfast Sponsored by Questel*Orbit | Nicollet C/D Exhibits Room |
Strategic Planning for Patent Search Groups Session Chairs: Jeff Forman, Richard Kurt, Vicky Veach Location: Nicollet A/B |
8:30am-9:00 am |
Welcome and Introductory Remarks Elyse Turner, PIUG Chair |
9:00am-9:50am | Keynote Address Do You Truly Leverage What You Already Know? Charles Dennis, Medtronic |
9:50am-10:00am | Product Reviews |
10:00am-10:30am | Break Sponsored by Fiz Karlsruhe Nicollet C/D – Exhibits Room |
10:30am-11:10am | The Ever-Changing Role of Information Analysts in Pharmaceutical R&D Doreen Alberts,Theravance |
11:10am-11:50am | 3M Information Research & Solutions in 2010 - Mapping and Driving the Future of a Corporate Information Organization Martha Ellison & Denise Rabogliatti, 3M |
11:50am–12:00pm | Product Reviews |
Monday, May 22 Afternoon 12:00pm-5:15pm |
12:00pm–1:30pm | Lunch Sponsored by Thomson Scientific | Greenway (2nd floor) |
Enhancing Productivity - From Search to Report Session Chair: Daniel Phelps Location: Nicollet A/B |
1:30pm-2:00pm | Open Patent Review Initiative Bill McGinnis, IBM |
2:00pm-2:15pm | Product Reviews |
2:15pm-2:45pm | How to Optimize Search Reports for Clients - Tips From an Independent Search Firm Dr. Alison Taylor, Threshold Information, Inc. |
2:45pm-2:55pm | SERVICE AWARDS |
2:55pm-3:25pm | Break Sponsored by PROUS Nicollet C/D – Exhibits Room |
3:25pm-3:55pm | Patent Analysis & Visualization for Technology Assessment Yateen Pargaonkar, Procter & Gamble |
3:55pm-4:25pm | Searching for Needles in Sewing Boxes – Advantages of Subject Specific Databases Over Uncontrolled Free Text Files Edlyn S. Simmons & Alena F. Chadwick, Procter & Gamble |
4:25pm-4:35pm | Product Reviews |
4:35pm-5:05pm | Inexpensive Methods for Formatting and Presenting Patent Intelligence Barry Brager, Perception Partners |
5:05pm-5:15pm | Product Reviews |
Monday, May 22 Evening Activities |
5:45 pm | Open Committee Meetings Greenway A/B/I/J |
5:45pm-7:30pm | Tours of the new Minneapolis Public Library Registration Required public transportation and cabs available |
Tuesday, May 23 Morning 7:30am-12:00pm |
7:30am-8:30am | Breakfast. Sponsored by PIUG | Nicollet C/D Exhibits Room |
Morning Session 1 Nuts & Bolts: Mechanical/Device Searching Session Chair: Paul Stieg Location: Nicollet A/B |
8:30am-9:00am | Pumps, Valves, and Dispensers: Tools and Techniques for Finding Device Patents Jane List, The Technology Partnership plc |
9:00am-9:30am | Automated Patent Portfolio Analysis and Categorization Stephen K. Sampson, Caterpillar |
9:30am-10:00am | Thomson Scientific Solutions: Meeting Business Needs Through an Integrated Information Solution Stuart Dodd, Thomson Scientific |
10:00am-10:30 am | Break Sponsored by Elsevier MDL Location: Nicollet C/D – Exhibits Room |
Morning Session 2 Patents on Campus Session Chair: Michael White Location: Nicollet A/B |
10:30am-10:40am | Patents on Campus: The Role of Patent Information in Academic Research, Teaching, Learning and Technology Transfer Michael White, Queen's University |
10:40am-11:10am | Overview of Academic Patenting and Licensing Susan McFadden Patow, University of Minnesota |
11:10am-11:20am | Product Reviews |
11:20am-11:50am | Patents 101: Teaching Patents to Engineering Students Nancy Spitzer, Univ. of Wisconsin |
11:50am–12:00pm | Product Reviews |
Tuesday, May 23 Afternoon 12:00pm-5:00pm |
12:00pm–1:30pm | Lunch and IPI Award Presentation Sponsored by PIUG | Greenway (2nd floor) |
Afternoon Session 1 Location: Nicollet C/D – Exhibits Room |
1:30pm-3:30pm | Product Reviews & Break |
Afternoon Session 2 Simplicity Out of Chaos: IPC Reform from Vendor Perspective Session Chair: Tony Arleth Location: Nicollet A/B |
3:30pm-3:45pm | Thomson Scientific Bob Stembridge |
3:45pm-4:00pm | Questel-Orbit David Dickens |
4:00pm-4:15pm | Chemical Abstracts Service Jan Williams/Brian Sweet |
4:15pm-4:30pm | IFI Patent Intelligence Jim Brown |
4:30pm-5:00pm | Panel Discussion |
Tuesday, May 23 Evening Entertainment |
8:00pm-8:30pm | Ice Cream Social |
8:30pm-10:30pm | IFFI Play "The Patent Office Home Companion(with special guest stars, Monty Python's Flying Circus)" Produced and co-authored by Nancy Lambert Location: Regency Room 2nd floor |
Wednesday, May 24 Morning 7:30am-12:00pm |
7:30am–8:30am | Breakfast Sponsored by PIUG |
Nicollet C/D Exhibits Room |
Current Events: Challenges and Pitfalls Session Chair: Yateen Pargaonkar Location: Nicollet A/B |
8:30am-9:00am | Tips for Cost Effective and Efficient MMS Searching Judy Johnson Philipsen, Independent Consultant |
9:00am-9:30am |
Are Long Chemistry-Patent Publications by Definition Difficult to Understand and Analyze? Lawrence DeBolt, Elsevier MDL |
9:30am-9:45am | Product Reviews |
9:45am-10:15am | Break Location: Nicollet C/D – Exhibits Room |
10:15am-10:45am | The Rise and Fall of Stopword Lists in Patent Searching and Mapping Antoine Blanchard, Syngenta |
10:45am-11:15am | To Pastures New - A Searcher's Guide to Less Well-used Fields of Data Stephen Adams, Magister |
11:15am-11:45am | The Application of Text Mining in the Analysis of Patent Literature Christophe Beguel, TEMIS |
11:45am–12:00pm | Product Reviews |
Wednesday, May 24 Afternoon 12:00pm-5:15pm |
12:00pm–1:30pm | Lunch Sponsored by PIUG |
Greenway (2nd floor) |
Current Events: Patent Offices Session Chair: Carol Bachmann Location: Nicollet A/B |
1:30pm-2:10pm | Search Strategies and the Reformed IPC Pasquale Foglia, European Patent Office |
2:10pm-2:40pm | The IPC and Other Animals Dan Shalloe, European Patent Office |
2:40pm-2:55pm | Q & A Session for European Patent Office |
2:55pm-3:25pm | Break Location: Nicollet C/D – Exhibits Room |
3:25pm-3:55pm | Freedom-to-Operate Analysis: Streamlining the Process and Avoiding Landmines JiNan Glasgow, Neopatents |
3:55pm-4:35pm | Requiring Pre-Filing Patentability Searches: An Emerging USPTO Policy Joe Ebersole, Counsel for the Coalition for Patent and Trademark Information Dissemination |
4:35pm-5:15pm | KIPRIS (Korean Industrial Property Rights Information Service) YooChan Choi & Jeong Sei-Joon, Korean Institute of Patent Information |
Wednesday, May 24 Evening Reception and Dinner at the Science Museum Hosted by Thomson Scientific Shuttle transportation provided, registration required |
6:00pm | Cocktail Reception |
7:00pm | Dinner |
Thursday, May 25 Workshops 8:30-4:00 |
8:30am-2:00pm |
Thomson Scientific Workshops (Registration required) Andrew McFarlane, Don Walter, Bob Stembridge, Jonathan Grant, Ron Kaminecki |
Lake Superior A/B Lake Minnetonka and Lake Nokomis (5th floor) |
8:00am-4:00pm | STN Patent Forum (Registration required) Rob Austin, Lora Burgess, Matt McBride, John Zabilski |
Greenway A-C (2nd floor) |
Keynote Speaker: Charles Dennis, Vice President, CRM Business Development, Medtronic
Title: "Do You Truly Leverage What You Already Know?" When most people think about patent searching, they think about getting onto a database and doing a search. In doing so, they rely upon their existing knowledge of classifications, common terminology and the like. But do you really leverage everything you know when you do this? Or are you just repeating the same steps over and over? The continuing explosive growth in patent filings and the importance of intellectual property for business means that we must all become more efficient at doing the background art, landscape, due diligence and other searches that are in ever increasing demand. Fully leveraging everything we already know is essential to doing to learning how to work smarter, not just harder.
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Biography: Charles Dennis is Vice-President, Business Development, for the $5 billion Cardiac Rhythm Management division of Medtronic. He is responsible for global business development and management of intellectual property. This includes managing acquisitions and start-up investing, technology scouting, licensing, patent procurement, intellectual property landscaping and analysis, and strategy development. Prior to joining Medtronic, Mr. Dennis led the creation of the Strategic Intellectual Asset Management licensing business at 3M, and was Director Specialty Storage and Business Development Director in the Data Storage division of Imation. Mr. Dennis also practiced intellectual property law for over 15 years and was general counsel/treasurer of the international business development consulting firm DC Associates. While in private practice, Mr. Dennis ran a search business using the USPTO public search room in the pre-computer days. He also chaired the AIPLA and ABA Information Retrieval Committees from the mid-1980s to early-1990s, and played a strong role in pushing the USPTO to make patent data available to the public on-line. Mr. Dennis has a Bachelor of Arts in Physics, cum laude and with departmental honors, from Carleton College, and a Juris Doctor from Northwestern University School of Contact Details: Charles Dennis |
Speaker: Doreen Alberts, Theravance
Title: "The Ever-Changing Role of Information Analysts in Pharmaceutical R&D" Drug discovery is a long and expensive process. Staying on top of changes in our industry is critical to our success. The huge amount of information available to us presents opportunities to react quicker to paradigm shifts, but for scientists focused on their own research, this can be a challenging task. This is where an information analyst can be an asset. We are no longer only a 'service' function, but have become active and integral members of corporate and R&D project teams. |
Biography: Doreen Alberts is the Associate Director of the Knowledge Management at Theravance, a small pharmaceutical company in South San Francisco. She started her career at Scripps Research Institute as a chemist in the Molecular Biology Department working on catalytic monoclonal antibodies. Prior to joining Theravance in 2000, Ms. Alberts spent 13 years at SmithKline Beecham (now GlaxoSmithKline), originally hired as a medicinal chemist. In 1999, she transferred to the Information Management Department where she worked as an Information Analyst, supporting the Inflammation Tissue Repair and Oncology project teams. Contact Details: |
Speakers: Martha Ellison & Denise Rabogliatti, 3M
Title: 3M Information Research & Solutions in 2010 - Mapping and Driving the Future of a Corporate Information Organization Throughout 2004 and early 2005, the management team of 3M's worldwide information organization undertook a project to envision the information organization, including staff, services and resources, needed to support 3M's information requirements in 2010. Using several intersecting strategic planning porcesses, a map for the future was created along with a plan for closing the gaps to meet future organizational needs. This talk will discuss the strategic planning processes used, the outcomes, and current activities on the path to 2010. |
Biographies:
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Speaker: Bill McGinnis, IBM
Title: Open Patent Review Initiative The United States wants to improve a world class patent system to remain consistent with what is expected in the world community. This is a critical requirement in the face of new technologies for handling the information base used by patent offices for prior art seaches. The USPTO and private industry are engaged in various projects to improve the US patent system in a challenging environment involving rapid growth of new technologies and a culture that is highly litigious. One such effort is the Community Patent Review. This proposal seeks to make published patent applications more readily available to communities of expert reviewers by incorporating an alerting feature into the existing PTO database for published applications. This system will allow the public to register searches and receive periodic updates. The proposal envisions the creation of community platforms perhaps in the form of web-based communities in which participants might seek experts and actively discuss published applications. |
Biography: Massachusetts Institute of Technology BSEE 1966 University of Minnesota Law School JD 1969 Several years of private and corporate practice in Minneapolis 1969-1985 including fourteen years at Control Data Corporation in the intellectual property department. 1985 – Present with IBM at locations in NewYork and now Rochester IPLaw Counsel, with positions on corporate IP Law staff in licensing and patent portfolio management. Contact Details: |
Speaker: Dr. Alison Taylor, Threshold Information, Inc.
Title: How to Optimize Search Reports for Clients - Tips From an Independent Search Firm It is a continual challenge to be able to search the patent and non-patent literature effectively, especially for independent search firms that expect to make a living from their expert services. You need to manage both the data expenses and researcher’s time tightly and produce a well-organized, concise report that serves the client well. |
Biography: Alison is a scientific information specialist working with Threshold Information Inc., an independent information consultancy . She performs patent and literature searches for a variety of Threshold’s clients, with a focus on the life sciences. She was previously manager of the patent and chemical searchers team with Monsanto and Pharmacia (now Pfizer) and has eleven years experience as an information scientist. Alison has a PhD in biochemistry and started her career as a research scientist with Abbott Laboratories in the Molecular Biology dept. Contact Details: |
Speaker: Yateen Pargaonkar, Procter & Gamble
Title: Patent Analysis & Visualization for Technology Assessmen Access to technical information contained in patent documents is a key element in fostering the use of patent system, for innovation and creation. For this reason, knowing how to turn voluminous patent information to knowledge for better business decisions is vital. |
Biography: - Information Scientist at P&G - Registered Patent Agent at USPTO - Associate Law Librarian focused in Patent Searching at Morrison & Forester In San Diego and as Scientific Advisor to IP Law Firms on the East Coast - Lecturer at University of California in San Diego for one summer on Patent Searching - Trained as a Biomedical Scientist. M.S in Biochemistry & Molecular Biology from University of Miami, FL. Contact Details: |
Speakers: Edlyn S. Simmons & Alena F. Chadwick, Procter & Gamble
Title: Searching for Needles in Sewing Boxes – Advantages of Subject Specific Databases Over Uncontrolled Free Text Files We often speak of searching for a particular bit of published information as looking for a needle in a haystack. In recent years the quantity of published matter has grown enormously while advances in computer technology have made more and more publications available in full text databases and Internet sites. As the virtual haystacks have grown, recognizing the needles among the straw has become more difficult. |
Biographies: Edlyn S. Simmons is the winner of the 2005 International Patent Information Award. She serves as Section Manager, Patent Information, at Procter & Gamble Co. in Cincinnati, Ohio. She holds B.S. and M.S. degrees in chemistry and is a registered U.S. patent agent. She is a founding member, past Chair, and Director at Large of PIUG (Patent Information Users Group Inc.) and is the Course Director of the PERI (Pharmaceutical Education, Research Institute) course on Patent Information for Pharma/Biotech and a member of the World Patent Information Editorial Advisory Board. Ms. Chadwick is a Senior Information Scientist at The Procter & Gamble Company. She performs searches for prior art and freedom-to-practice information, focusing on mechanical and process topics. Her background is in science and technology librarianship, working in university, public, and special library settings, including in a US patent depository library. Contact Details: |
Speaker: Barry Brager, Perception Partners
Title: Inexpensive Methods for Formatting and Presenting Patent Intelligence Patent intelligence is increasingly required to satisfy business decisions outside of the legal function. Often the results of patent searches are deep sets of documents possessing multiple points of interest. Comprehension of search results is improved when presentations can be tailored, delivered and formatted to the needs of busy decision-makers. To that end, we have developed and will demonstrate a workflow of inexpensive database (FileMaker Pro) and presentation (Microsoft Office) tools to maximize the impact and minimize the cost of preparing well-designed deliverables. This presentation will demonstrate an inexpensive solution to formatting and presenting patent search results that include a) patent document data and b) patent data visualizations. |
Biography: Barry Brager is the Managing Partner and founder of Perception Partners www.perceptionpartners.com, a consulting firm providing research, transactional and consulting services to intellectual property owners. In this role, Barry has led global competitive technical intelligence engagements and developed unique analytical products to support decisions made by corporate, institutional and economic development clients. His focus is to leverage unique marketing and financial research to improve intellectual property strategy and transactions. Currently, Barry is the co-chair of the Atlanta Chapter of the Licensing Executives Society. He is also a member of the Intellectual Property Owners Association, Licensing Industry Merchandisers Association, Patent Information Users Group and the Association of University Technology Managers. He is a frequent speaker at the meetings of these and other associations. Barry has one US patent and multiple pending. Barry recently completed Emory University's top 10 globally-ranked Executive MBA program, graduating Beta Gamma Sigma and first in the class. Contact Details: |
Speaker: Jane List, The Technology Partnership plc
Title: Pumps, Valves, and Dispensers: Tools and Techniques for Finding Device Patents Searching in the ever expanding field of mechanical and device patents has its own challenges, pitfalls and solutions. This presentation will consider the strengths and weaknesses of existing sources and tools for finding device patents from the perspective of searching at an independent technology consultancy. Drawings often form an important part of the patent specification for inventions in the field of mechanical and device patents and I will look at the use and value of drawings as a means of identifying relevant patents. The talk will be illustrated throughout with some examples of typical patent searches in the fields of pumps and dispensers. Suggestions will also be made for future tools that could particularly benefit searchers of mechanical and device patents. |
Biography: Jane is responsible for information provision at The Technology Partnership, an independent technology development company based near Cambridge, UK, where she has worked since 1997. She performs technical and commercial patent and literature searches for TTP and its clients across all industry sectors primarily in the fields of physics and engineering. Prior to joining TTP Jane worked at DataStar (now part of Thomson Scientific) in the database design and documentation team, and prior to that worked in information roles at the European Molecular Biology Laboratory, Wellcome (now GSK) and the British Library. Jane started her career as a laboratory chemist at Thames Water. Jane has degrees in Chemistry, Information Science and a Certificate in Intellectual Property Law.
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Speaker: Stephen K. Sampson, Caterpillar
Title: Automated Patent Portfolio Analysis and Categorization The presentation discusses methods for generating patent portfolio landscapes of mechanical patents using predefined categorization rule sets. The presentation will include an example of rule set development using a combination of patent related characteristics. Application of commercially available search and analysis tools will be presented as well as visualization techniques. |
Biography: Steve is the manager of IP Analytics for the Intellectual Property Department of Caterpillar’s Legal Services Division. He coordinates patent and literature search and analysis activities for Caterpillar and also provides related training. Steve has worked in patent analytics and competitive intelligence roles for the past three years, but has twenty-nine years of engineering experience related to internal combustion engines and fuel systems. He was an engineering manager for Cummins prior to joining Caterpillar in 1998. Steve has a MS in mechanical engineering degree and is currently completing course work toward his MBA. Contact Details: |
Speaker: Stuart Dodd, Thomson Scientific
Title: Thomson Scientific Solutions: Meeting Business Needs Through an Integrated Information Solution This presentation examines the proven and potential benefits that result from an Integrated Information Solution. As a long time provider of industry leading intellectual property, scientific literature, and other content and solution offerings, Thomson Scientific has been at the forefront of delivering products and services to meet the information needs of customers. |
Biography: Stuart has over 15 years of sales, consulting, and services experience, with the past 5 years focused exclusively on helping companies better manage their intellectual property. As the Vice President of Professional Services for Thomson Scientific and Health Care Corporate Markets group, Stuart and his team are responsible for ensuring that Thomson’s customers get the most value out of the products and services provided by the Thomson organization. This includes providing on-going e-learning education programs to help customers get quickly up to speed on new products, defining and managing customer centric consulting projects, developing new services and education programs to meet customers’ requirements, and providing ‘one stop’ patent searching services. Stuart joined Thomson as part of the MicroPatent acquisition in November 2004. Prior to MicroPatent, Stuart managed the account management and consulting services organization with Aurigin Systems. In addition, Stuart has worked at Hewlett-Packard as a Principal Consultant advising Fortune 100 customers on best practices within the information technology industry. Stuart holds an MBA from Columbia University Graduate School of Business
Contact Details: Stuart Dodd |
Speaker: Michael White, Queen's University
Title: Patents on Campus: The Role of Patent Information in Academic Research, Teaching, Learning and Technology Transfer Since passage of the Bayh-Dole Act in 1980, the number of patents granted to U.S. universities and public research institutes has increased ten-fold. In 2003 alone, universities and research institutes in the U.S. and Canada filed approximately 16,000 new invention disclosures and received 8,000 patents. European governments are considering legislation similar to Bayh-Dole in order to encourage more academic researchers to commercialize their discoveries and innovations. This phenomena is not limited to developed countries. In China, academic patenting is increasing at a faster rate than published scholarly articles, due, in part, to intellectual property law reform and government policies encouraging domestic innovation and commercialization. Patents are increasingly important to academic institutions worldwide. This session will explore how patent information is being used by university and not-for-profit researchers, instructors, librarians and technology transfer officers. |
Biography: Michael White is the librarian for research services in the Engineering and Science Library at Queen's University in Kingston, Ontario. He is the departmental liaison and subject specialist for chemistry, chemical engineering, electrical and computer engineering (interim) and patents. He is also responsible for providing services to interdisciplinary research centres and works closely with PARTEQ Innovations, the university's technology transfer office. Prior to Queen's, Mike had an seven-year career with the U.S. Patent and Trademark Office (USPTO) in Washington, D.C. At the USPTO he worked in the Patent and Trademark Depository Library Program (PTDLP) Office, which coordinates a nationwide network of libraries that provide patent and trademark information to the public. He has conducted numerous seminars on patent searching for librarians, attorneys, inventors and the general public. He received his B.A. degree in history and international relations from Boston University in 1989 and his MLIS from the University of Michigan in 1994. He was a PTDLP fellowship librarian in 1997-1998. Contact Details: |
Speaker: Susan McFadden Patow, University of Minnesota
Title: Overview of Academic Patenting and Licensing In 1980 legislation enacted by Congress known as the Bayh-Dole Act, radically changed how universities treated intellectual property created by their faculty. The legislation not only allowed but encouraged the patenting and licensing of federally funded technology created by university inventors. While slow at first to embrace this concept, universities are now in the "business" of patenting and licensing their inventions. License revenue has become a major funding source for universities as federal and state support has declined and tuition increases have not kept up with the rising cost of education and research. Patent prosecution and technology transfer has become big business for universities. This session will provide an overview of the university technology transfer process from invention disclosure, market evaluation, patent filing decisions, and ultimately licensing to an established or start-up company. |
Biography: Sue Patow is the Senior Licensing Associate in the Health Technologies Division of Patents & Technology Marketing. In this position Sue works with faculty from the Academic Health Center to identify and evaluate inventions resulting from their University research. Along with invention evaluation, Sue is also responsible for managing the patent prosecution of the inventions and identifying and negotiating royalty bearing licenses with commercial partners to further develop and commercialize the inventions. Royalty income resulting from these licenses supports additional research at the University. Sue is an active leader in several professional associations and editor of the peer reviewed Journal of Technology Transfer and on the editorial board of the Journal of the Association of University Technology Managers. Sue holds a B.S. in nursing from the Medical College of Virginia with distinction and an M.B.A. and M.S. in technology management from the University of Maryland. Sue's Emerging Leaders project is with the University's Community Relations Office to identify all of the University programs focusing on children and youth. This information will be available to the public through a searchable web site as part of the University's commitment to children. Contact Details: |
Speaker: Nancy Spitzer, Univ. of Wisconsin
Title: Patents 101: Teaching Patents to Engineering Students Wendt Library is a U.S. Patent and Trademark Depository Library, one of 83 across the country. The library serves the University of Wisconsin-Madison's College of Engineering and works with faculty to promote information literacy for engineering students. Many engineering courses emphasize creativity and design, and campus competitions reward student invention. Wendt librarians are working to increase their visibility as a resource in College instructional programs, and strive to integrate the teaching of patents into the curriculum. This session will give an overview of how engineering students are introduced to the patent literature and to the concepts of the patenting process. |
Biography: Nancy Spitzer has been a librarian at Wendt Library since 1998. As part of Wendt's role in the USPTO's Patent and Trademark Depository Library Program, she helps library users (university and the public) with the patent searching process and locating patent resources. Nancy also teaches patent research workshops for UW College of Engineering classes in engineering professional development, graduate seminars, engineering design classes and for an annual student creativity competition. Nancy has been a librarian for 20 years in various positions at UW-Madison, and at the universities of Pittsburgh and Wyoming. Contact Details: |
Speaker: Judy Johnson Philipsen, Independent Consultant
Title: Tips for Cost Effective and Efficient MMS Searching Merged Markush Service (MMS) is a product which allows the searching and retrieval of real and prophetic structures described in the patent literature. The recent transfer of this program from IBM to UNIX platform has resulted in an update of procedures for using this program. The following topics will be described in this presentation: (1) considerations in creating a structure query, (2) methods of creating, inputting, and correcting the query, (3) the platforms with which to access MMS, and (4) the various search options. Costs of MMS and housekeeping tips as well as techniques in finding the references for MMS Compound Numbers (CN) which are missing in the Derwent World Patent Index database, will also be discussed. |
Biography: Judy Johnson Philipsen retired from Pfizer in April, 2006 and is currently a Patent Information Consultant working with Technology Patent Research International. She received her MS in Biochemistry/Organic Chemistry from Iowa State University and then joined the Medicinal Chemistry Department at Parke Davis in Ann Arbor, where she worked as a bench chemist, synthesizing potential drugs. During that time, she was author or co-author of 37 publications. In 1989, she became a chemistry/patent searcher. Prior to her retirement, she held the title of Information Manager in the Information Management Department at Pfizer. In addition to her searching responsibilities, she was Global Coordinator of the SciFinder Program at Pfizer as well as being involved in mentoring and training. She has also been a part of the faculty for the course on Patent Information for Pharma/Biotech, provided by the Pharmaceutical Education and Research Institute, Inc. Contact Details: |
Speaker: Lawrence DeBolt, Elsevier MDL
Title: Are Long Chemistry-Patent Publications by Definition Difficult to Understand and Analyze? Those dealing with patent publications realize that the average size of patent documents is continuously growing. Increasing number of patent pages, long lists of claimed compounds, huge Markush structures make understanding and analysis of patent documents challenging. |
Biography: Lawrence DeBolt is an Advisory Consultant with Elsevier MDL based in Morristown, NJ, where he has provided the primary support for the MDL Patent Chemistry Database, Beilstein and other Elsevier MDL databases. Prior to joining Elsevier MDL, Lawrence DeBolt held positions at Exxon Mobil Polymer Research Center as a Staff Chemist, Tripos Associates as a Senior Field Applications Scientist and prior to that the Sherwin-Williams Company as a Senior Coatings Physicist. Contact Details: Dr. Lawrence DeBolt Advisory Consultant Elsevier MDL 163 Madison Ave., 4th Floor Morristown, NJ 07960 Tel: 1-(800) 406-4321 X2215 Email: l.debolt @ mdl.com |
Speaker: Antoine Blanchard, Syngenta
Title: The Rise and Fall of Stopword Lists in Patent Searching and Mapping Stopword lists are collections of so-called 'noise' words, which appear frequently in documents but are considered as non information-bearing. They have been introduced as a way to enhance information retrieval e.g. patent information retrieval in 1958 and were further developed until the 1970's. Since then, they have remained almost unchanged albeit they have gained importance by forming the basis for advanced tools such as text mining, mapping or clustering tools. Moreover, they are currently mostly used in static form whereas they could benefit from the latest findings of information science. |
Biography: Antoine graduated from a French engineering "Grande école" in agricultural and life sciences while earning a background in bibliometrics. He joined Syngenta AG (Basel, Switzerland) in April, 2005 as a trainee in charge of patent mapping benchmarking and use for strategic decision making. He was later appointed Patent Information Specialist. Antoine is the recipient of the Brian Stockdale Memorial Award 2005 underwritten by PIUG. Contact Details: Syngenta Crop Protection AG WRO 1002.8-65 Schwarzwaldallee 215 4058 Basel Switzerland Tel: +41 61 323 92 75 Email: antoine.blanchard @ syngenta.com |
Speaker: Stephen Adams, Magister
Title: To Pastures New - A Searcher's Guide to Less Well-used Fields of Data Human nature tends to encourage us to stay within our comfort zone, and patent searchers are no exception. As a result, many searchers only develop practical experience in using a relatively small number of search fields, within a subset of the commercial or free-of-charge patent databases. This leaves a variety of lesser ones which are used more rarely, or never. The purpose of this talk is to describe some search tips and techniques which put these less well-known fields to good use, either alone or in conjunction with other data. Examples will include interpretation of EPO data, when the same field can mean more than one thing, the use of attorney names and inventors addresses, opposition data from single country files, and quasi-legal status data from application number sub-fields. |
Biography: Stephen is managing director of Magister Ltd, a UK-based best-practice consultancy in patent information. He holds a chemistry degree at Bachelor level and a Masters degree in Information Science, and has worked with patent information full-time since 1988, during a career which has spanned national government, private sector research and commercial industry information departments. He is author of the newly published reference work "Information Sources in Patents", as well as numerous other scientific papers. Stephen will be stepping down from the position of Director-at-Large of PIUG Inc in 2006, but intends to remain fully involved, especially in international patent issues. He is on the editorial advisory board of "World Patent Information". Contact Details: Magister Ltd., |
Speaker: Christophe Beguel, TEMIS
Title: The Application of Text Mining in the Analysis of Patent Literature Intellectual Property (IP) management has become a critical business tool for pharmaceutical companies to protect existing products, foster innovation and increase sales potential. This trend has been especially accentuated with the ever increasing competition from generic and “me-too” drugs and the importance of licensing (in and out) in the portfolio mix of all major players. |
Biography: Christophe Beguel is responsible for the business development of TEMIS operations in the United States. Working closely with our partners and customers, Christophe Beguel implements TEMIS corporate strategy for the North American market. Prior to his current position, he acted as Account Manager Life Sciences for TEMIS, responsible for the sales of TEMIS Solutions in France, Switzerland and Benelux. For customers such as Hoffmann-La Roche or IPSEN, Christophe Beguel supervised the implementation of dedicated solutions in Research and Development or Competitive Intelligence. Before joining TEMIS, Christophe Beguel held the position of Account Manager for Digimind, a European software vendor providing Competitive Intelligence solutions to the large corporations. There he was responsible for key customers such as AstraZeneca, Rockwell-Collins or Groupama. Christophe Beguel holds a Bachelor’s of Art in Economics from University of Lyon (France) and has co-authored several articles about Competitive Intelligence, mostly published in France (Edition WEKA). Contact Details: |
Speaker: Pasquale Foglia, EPO
Title: Search Strategies and the Reformed IPC Since its creation, the main objective of the International Patent Classification (IPC) has been to constitute an essential search tool for the retrieval of patent documents. In 1999, the Reform process was launched in order to modernise the structure, rules and tools of the IPC, in order to maintain its effectiveness also in the contemporary electronic documentation and search environment. |
Biography: Pasquale Foglia is Senior Patent Examiner and member of the Classification Board (Electricity) at the European Patent Office (EPO). He holds a degree in electronics from the University of Naples, Italy. After working in the field of automation and robotics for an aerospace company, he joined the EPO (The Hague) in 1991 as an examiner in the field of pictorial communication, later also becoming Instructor at the EPO Academy for new Examiners. Besides his search and examination activities, he joined the EPO Classification Board in 2000. In this function, he supervises all changes to ECLA in most of the "H" and part of the "G" sections and he is member of the IPC Revision and Reform Working Groups at WIPO as EPO delegate, also being Rapporteur for several IPC Revision Projects (i.a. "Business Methods" G06Q). He is also Rapporteur of Trilateral Harmony Projects, and his interests include harmonisation of classification for emerging technologies, e.g. Digital Rights Management (DRM). Contact Details: |
Speaker: Dan Shalloe, EPO
Title: The IPC and Other Animals The IPC reform was the dominant topic at the EPO Patent Information Conference in Budapest last November; a substantial part of this presentation will focus on what has happened with the IPC since then and provide an answer to the question, "Did the launch of the new IPC on the 1 January go smoothly for the EPO?" We shall look at the main EPO databases, and esp@cenet, and report on which data is now fully in line with IPC version 8, which is not, and what the time-scale is for further actions. |
Biography: Daniel Shalloe joined the European Patent Office in September 1989 as a search examiner, having completed a degree in Mechanical Engineering at Imperial College, London two years previously. In October 1991, he moved to the EPO’s newly created Vienna sub-office, specialising in patent information. Since 1991, he has been editor-in-chief of EPIDOS News and a leading member of the organising team for the EPO Patent Information Conference. Contact Details: |
Speaker: JiNan Glasgow, Neopatents
Title: Freedom-to-Operate Analysis: Streamlining the Process and Avoiding Landmines Most business leaders assume that having a patent automatically gives you the right to make or sell a product or service – and to be the only one to do it. The truth is that patents don’t give the right to make or sell anything. Business leaders must understand what a patent is – and isn’t – in today’s innovation economy. Protecting innovation is only part of the game; avoiding infringement of others’ patents is another significant part that often goes unnoticed at first. The key for avoiding infringement landmines is getting a complete picture early in the game and exercising the options that are available. There’s no better time to avoid future litigation than before you have invested the time and resources to move something into the commercial marketplace – including all the marketing, advertising, branding, and packaging that goes with it. This presentation will focus on the importance of incorporating a freedom-to-operate analysis early on in the product development process and will include several case studies. |
Biography: JiNan Glasgow is co-founder, CEO & president of Neopatents and is recognized worldwide for her expertise in intellectual property (IP). As an inventor, patent attorney and prior United States Patent & Trademark Office (USPTO) patent examiner, JiNan uniquely understands intellectual property from the industry, legal services and government perspectives. JiNan’s technical background includes textiles, mechanical, chemical and electrical engineering, polymer fiber science composites and materials, biomedical devices, surgical/dental devices and applications, fiber optics, software, and pulp/paper science. Her educational background includes degrees in engineering, law and theology from NC State University, University of North Carolina at Chapel Hill, and Duke University, respectively. Contact Details: |
Speaker: Joe Ebersole, Counsel for the Coalition for Patent and Trademark Information Dissemination
Title: Requiring Pre-Filing Patentability Searches: An Emerging USPTO Policy In public meetings, USPTO has announced its interest in moving toward a policy of requiring pre-filing patentability searches for all applications. These would have to be conducted according to guidelines USPTO will provide. In the meantime, several Rule changes have instituted this requirement in selected areas, and as such, they represent small steps toward the eventual policy. The impact on USPTO quality and pendency would be very positive. The impact on private sector patent information and search services would also be very positive; although adjustments or enhancements would be needed by both USPTO in their approach to guidelines and by the private sector in some of the specifics of services offered. There are some potential barriers that could block, or, as a minimum, force USPTO to alter an eventual blanket requirement. This presentation will discuss the implications for the private sector patent information services industry and private sector patent searchers, and the problems that will need to be overcome to implement the policy in full. |
Biography: Joe is Counsel for the Coalition for Patent and Trademark Information Dissemination. Coalition members are: CCH Corsearch; Dialog; IFI Claims; LexisNexis; MicroPatent; Thomson Scientific; and Thomson Compumark. Contact Details: |
Speakers: YooChan Choi & Jeong Sei-Joon, Korean Institute of Patent Information
Title: KIPRIS (Korean Industrial Property Rights Information Service) KIPRIS is the most comprehensive patent information search service in Korea which covers Korean patents, utility models, designs and trademarks. KIPI(Korea Institute of Patent Information), on behalf of KIPO(Korean Intellectual Property Office), started the service in 1996 and KIPRIS has become free of charge since 2000. |
Biography: Choi, YooChan graduated from KangNung National University majoring Electronic Engineering and joined the Korea Institute of Patent Information(KIPI) in 2002. He also studied intellectual property law at the Graduate School of KyungHee University. He first started his career as a patent searcher at Imaging Device Division and transferred to KIPRIS team in 2003. In KIPRIS team he has been heavily involved in international cooperation and KIPRIS Helpdesk to support foreign users. Furthermore, he coordinated several conferences and training courses for KIPRIS users. Contact Details: |
Barbara Burg, Co-Chair
Terri Dockter, Co-Chair
Tony Arleth, Co-Chair
John Arenivar, Co-Chair
Carol Bachmann
Richard Kurt
Yateen Pargaonkar
Daniel Phelps
Paul Steig
Vicki Veach
Michael White
Last updated: 11 May 2006