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Patent Information Users Group, Inc.

The International Society for Patent Information Professionals

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Patent Information Users Group, Inc.  The International Society for Patent Information Professionals


Overview

The conference will feature world-renowned experts on patent information for technology research and planning, for legal organizations, for patent offices and for overall corporate IP management (technology licensing and related activities). The conference will include many opportunities for discussion and part of the activities on the Tuesday of the conference will be dedicated to visiting the exhibit hall to learn about the new patent information tools and developments within the industry. Many professionally enriching workshops will also be held in conjunction with this conference (before, during and after the technical sessions).

Attendees typically have a professional, scientific, economic or technical interest in patents and represent a multitude of organizations including corporations, universities, government agencies, non-government organizations and non-profit organizations. Previous conferences from 2015 - 2019 were held in Alexandria, VA, Atlanta, Georgia; Vancouver, Washington; and Lombard, Illinois. Each drew around two hundred attendees from all over the world including Australia, Brazil, Canada, China, Denmark, France, Germany, India, Israel, Japan, Netherlands, Republic of Korea, Saudi Arabia, Singapore, Sweden, Switzerland, United Kingdom and the United States. In 2020 and 2021, the conferences had to be held as totally virtual due to the impact of COVID-19. Those conferences again had participants from all over with attendance numbering around 200 each.

Join us for a truly great conference to meet others with a professional interest in patent information within a block of the USPTO.  We will be utilizing a new enhanced Meeting App which we purchased from Socio Labs, Inc. Instructions for downloading will be found on a separate Meeting App page when available along with instructions for building your personal schedule and helpful tips. The app itself also contains instructional pages within its design. The app will be used for sending push notifications during the conference in order to keep the schedule current and notify you of important announcements from PIUG while in Alexandria and conference related announcements afterwards.

You still have time to JOIN US in Alexandria (May 1-4) for the PIUG 2022 Annual Conference.  Hotel preparations in the Age of COVID-19 are listed by clicking this LINK.  We have currently registered attendees at just over half our capacity at The Westin, with new registrations added daily!  When you register for the in-person conference, you can attend the Virtual conference (May 11-12) at NO additional cost.  

The in-person plenary sessions at the Westin Alexandria run from Monday, May 2 to Wednesday, May 4, but you’ll have many great opportunities to learn and connect throughout the conference.  Tuesday, May 10th will be our Annual Business Meeting which will be open to all registrants and PIUG Members. The virtual component of the program will begin again on Wednesday, May 11 - Thursday, May 12. 

  • Sunday, May 1:  Welcome Reception
  • Monday, May 2:  Workshops & Plenary Sessions
  • Tuesday, May 3:  Workshops & Plenary Sessions
  • Wednesday, May 4:  STN Patent Forum
  • Tuesday, May 10: Business Meeting 
  • Wednesday, May 11: Virtual Workshops & Plenary Sessions
  • Thursday, May 12: Virtual Workshops & Plenary Sessions

Sponsorship Opportunities Top of Page

PIUG welcomes new and returning sponsors to join us for networking and showcasing your products or services to our international audience of patent information users. Please see the summary of Sponsorship Opportunities.

PIUG gratefully acknowledges the generous support of all our sponsors and exhibitors.

Program Committee Top of Page

Program Co-Chairs – Shelley Pavlek and Martha Yates
Members – Brad Buehler, Dominic DeMarco, Jane List, Kim Miller, Lucy Antunes, Yateen Pargaonkar

Planning Committee

Planning Co-Chairs:  Shelley Pavlek & Ken Koubek
Members:  Malcolm Hallam, Ron Kaminecki, Kim Miller, Victoria Smith, Jane Thompson, Martha Yates
Stu Kaback Business Impact Award Committee:  
Kim Miller (Chair), Malcolm Hallam, Tony Trippe, Martha Yates

Brian Stockdale Award Committee:  Tony Trippe (Chair), Andrea Davis, Dominic DeMarco, Ken Koubek

Evaluations:  Shelley Pavlek
Gifts:  Ken Koubek
Meeting Book:  Diane Webb
Sponsorship & Exhibits:  Jane Thompson (Chair) & Ken Koubek
Webpages:  Rick Williams
Workshops:  Martha Yates

Call for Papers

We are pleased to announce the Call for Papers for the PIUG 2022 IN-PERSON Component of the Annual Conference to be held May 1-4, 2022 at The Westin, Alexandria, VA and the PIUG 2022 VIRTUAL Component of the Annual Conference to be held May 11-12, 2022

Our intention is to have two separate components of the conference that allow for in-person programming for those interested in participating on-site at The Westin, as well as virtual programming for those that are not able to travel.  When submitting your abstract for consideration, please specify your preference for presenting in-person or virtually.

We are interested in papers from all sectors of the patent information community on patent searching and analysis topics related to, but not limited to, the following:

·         Skills required for patent searchers as search technology changes

·         Examples of use cases in the auto industry, electronics, mechanical, pharmaceutical (chemistry & biotech), software & other sectors

·         The use of computer assisted searching such as text mining, machine learning or artificial intelligence

·         How changes in the law or regulatory procedures impact patent searching

·         The use of patent information as a pre-competitive intelligence tool, intellectual property valuation studies, in licensing/out licensing opportunity identification and patent landscaping

·         Practical suggestions to illustrate these themes are as follows:

·         Best practices in constructing patent search strategies, reporting formats, and use of new tools for the organization/management of patent alerts/watches

·         Specific search scenarios with the strategy described, databases used, results identified, or other tips and tricks

·         Showcase methods for effective client engagement, user experience, attorney outreach and time management

·         The incorporation use cases in the academic, corporate and other sectors

·         Examples of how a work product supports or is a component of business decisions

·         Review the use of patent information as a competitive intelligence resource

·         Approaches to fostering continuous improvement, i.e., use of analytical &/or visualization applications, implementing quality control guidelines, team collaboration and knowledge sharing practices.

We are also considering having groups of related talks, followed by a Q&A session for those talks.  For example, we would have three talks on a particular topic, 15-20 minutes per talk.  Following all three talks, we would have a Q&A session with all three presenters available to answer questions.  Some of the categories we are considering are: 

·         Standard Essential Patents

·         Court updates, US & EU

·         Machine Learning & Artificial Intelligence

General Guidelines for submission:        

·         Send your presentation title, abstract (100-200 words), speaker name(s), affiliation, brief biography and full contact information to Shelley Pavlek (shelley.pavlek@bms.com). Note: presentations are typically 20 min., followed by 10 min. questions and answers.

·         Please be advised that your abstract submission will be published on the PIUG web site and related media, shortly after receipt or at any time thereafter. Therefore, do not include confidential or business-sensitive information in your abstract. 

·         Further news about the program and updates regarding the conference will be posted on the PIUG web site at www.piug.org and PIUG Discussion Forum.

DEADLINE is December 20, 2021

Please share this notice within your greater patent information community to enhance our outreach efforts.  Thank you for your consideration. We look forward to seeing you at the PIUG 2022 Annual Conference!

PIUG 2022 Annual Conference Program Committee

Sponsors

PIUG gratefully acknowledges the following sponsors and exhibitors
who have generously provided support for this event. 

  GOLD SPONSORS
CAS The process of human learning is cumulative. As the volume of scientific data continues to grow, seeing the landscape clearly can be challenging. Today’s innovators require hindsight, insight, and foresight so they can build upon the past to discover a better future. At CAS, we cut through the chaos by curating, connecting, and analyzing scientific knowledge to reveal unseen insights and relationships that accelerate breakthroughs. Protect your intellectual property, explore the competitive landscape, and uncover new opportunities. Because when the world turns to science, science turns to CAS.

Clarivate™ is a global leader in providing solutions to accelerate the lifecycle of innovation. Our bold mission is to help customers solve some of the world’s most complex problems by providing actionable information and insights that reduce the time from new ideas to life-changing inventions in the areas of science and intellectual property. We help customers discover, protect and commercialize their inventions using our trusted subscription and technology-based solutions coupled with deep domain expertise. For more information, please visit clarivate.com.

IFI’s clients are in constant and continuous communication with the IFI primary database providing access to quality, up-to-date global patent data, the flagship dataset of the CLAIMS Direct platform.    

IFI's proprietary data architecture is the key to creating the industry's most complete and accurate view of a patent - all with virtually no client intervention. We address inaccuracies and formatting issues before the records enter our global patent database to create standardized data which can easily be integrated with existing applications, other datasets, or analysis software.


  SILVER SPONSORS

Aptean GenomeQuest enables companies to search worldwide patent literature for biological sequences. Its database, GQ-Pat, is the largest repository of sequences cited in patents.  IP professionals and law firms use GenomeQuest to perform freedom to operate, patentability, validity, and prior art searches.  GenomeQuest serves 18 of the top 20 pharmaceutical companies and all five top agrochemical companies, with a customer base of nearly 200 leading life science and biotechnology organizations.

BizInt Solutions, Inc. produces BizInt Smart Charts software to help information analysts create, customize and distribute multi-database reports and visualizations from drug pipeline, clinical trial, patent and gene sequence databases. The BizInt Smart Charts product family is used by pharmaceutical, biotech, chemical, petroleum and medical device companies worldwide to support research planning and competitive intelligence.

  PatSnap is a patent search and analytics platform that combines intuitive functionality, world leading patent and life sciences datasets and cutting-edge AI together in one platform. Drawing upon both our own patent sequence extracts and world-renowned manual curation, we offer the world’s most comprehensive patent biological sequence platform. The deep integration of this data with our global patent database, our NPL collection and chemical platform makes complex search strategies simple, and enables seamless collaboration with other IP stakeholders within the business.

 

  BRONZE SPONSORS

IPRally offers a brand new way of searching patents – knowledge graphs combined with supervised deep learning AI. The easy-to-use web application gives you an unmatched semantic and technical understanding of the global patent literature. Unlike the typical AI-driven patent search software, IPRally has a high level of transparency: you will see why the search results are relevant and how the AI understands your technology and the prior art. Whether you use IPRally for patentability searches, FTO searches, technology monitoring or need to find the killer prior art the examiner didn’t, it will save you significant amounts of time and effort.

At LexisNexis Intellectual Property, we believe that whenever a person works on a patent and understands the future trajectory of a specific technology, that person has the potential to fundamentally change how society operates. We are proud to directly support and serve these innovators in their endeavors to better humankind.

Helping customers reach their goals is LexisNexis Intellectual Property’s primary focus. We enable innovators to accomplish more by helping them make informed decisions, be more productive, comply with regulations and ultimately achieve superior results. Our overall success is measured by how well we deliver these results.

Questel is a true end-to-end intellectual property solutions provider to more than 20,000 clients and 1.5M users across 30 countries. We offer a comprehensive software suite for searching, analyzing and managing inventions and IP assets. Questel also provides services throughout the IP lifecycle, including prior art searches, patent drafting, international filing, translation, and support during licensing negotiation, litigation and trademark-related services. These solutions, when combined with our IP cost management platform, deliver clients an average savings of 30-60% across the entire prosecution budget.

 

EXHIBITORS




IN-PERSON MEETING PROGRAM 

In-person Presentations and Workshop

All presentations and workshops from May 2-4 will be accessible through the meeting app beginning on May 9, 2022.


 Monday, May 2

  7:00 am    Breakfast

  8:00 am    Welcome - Shelley Pavlek (PIUG Chair)

  8:15 am    WORKSHOP - Wake up with BizInt!  Creating, Updating, and Distributing IP Reports from Patent, IP Sequence, and Chemical Structure Data - John Willmore                                     (BizInt Solutions, Inc.)

  9:15 am    WORKSHOP - The Art of Patent Search and Analytics: New Colors in the Palette of Patent Intelligence - Christopher Baldwin, Laura Bantle, Andrew Klein (Clarivate)

10:15 am    Break

10:30 am    Keynote Address: Patent Trial and Appeal Board - State of the Board - Michael Tierney (Vice Chief Administrative Patent Judge)

11:30 am    Goldilocks and the Three Case Studies - Dominic DeMarco (DeMarco IP)

12:00 pm    IP Data and Insights Unleashed - Caroline Peel, Paul Torpey (Clarivate)

12:20 pm    New: IFI IP Profiles - Janice Stevenson (IFI CLAIMS Patent Services)

12:30 pm    CAS, Gold Sponsor Product Review

12:35 pm    Lunch

  1:40 pm    Beyond Patents: What else is in patent databases and what does the future hold? - Martha Yates (Bayer Crop Science-US)

  2:10 pm    Patent Sequence Searching – Searching for Old Targets in New Technology Areas - Steve Allen (Aptean GenomeQuest)

  2:30 pm    PatSnap, Silver Sponsor Product Review

  2:35 pm    Connecting & Exhibit Time

  3:20 pm    The Practitioners Guide to IP Intelligence - Vasheharan Kanesarajah (IP Group, Clarivate)

  3:50 pm    How to Empower the Patent Teams in the Modern Enterprise – Carl Rosen (PatSnap)

  4:10 pm    Integrated Predictive Approach to Accelerating Patent Examinations: A Case Study - Jennifer Sexton (CAS Custom Services)

  4:40 pm    WIPO Inspire - Mussadiq Hussain (World Intellectual Property Organization)

  5:10 pm    PIUG Awards & Wrap-up

  5:30 pm    Social Activity - Heavy Appetizers & Beverages provided along with games and activities to enhance making new and renewing existing

   connections with peers.  Prizes will be given to game winners.  (approx. 2 hr in length)


Tuesday, May 3

  7:00 am    Breakfast

  8:00 am    Welcome - Shelley Pavlek (PIUG Chair)

  8:15 am    WORKSHOPGoing Green: Mapping Patents to Sustainability GoalsNicholas Valentino (LexisNexis)

  9:15 am    WORKSHOPWhat's Coming for GenomeQuest in 2022 - Steve Allen (GenomeQuest & LIfeQuest)

10:15 am    Connecting & Exhibit Time

11:00 am    World Patent Information Journal. In the Forties - Jane List (World Patent Information)

11:30 am    Patent Analysis: The Once and Future Discipline, Revisited - Tony Trippe (Patinformatics, LLC)

12:00 pm    Clarivate, Gold Sponsor Product Review

12:05 pm    BizInt, Silver Sponsor Product Review

12:10 pm    Aptean GenomeQuest, Silver Sponsor Product Review

12:15 pm    Lunch

  1:15 pm    Search and Analysis with STNext Prior Art Search Engine - Mike Axton (CAS)

  1:45 pm    Eculizumab and the Administrative Nullity Processes of patent in Brazil: a case study - Larissa Dutra  & Wanise Barroso (Oswaldo Cruz 

                   Foundation)

  2:15 pm    Have We Seen This Patent Family Before? - Matt Eberle (BizInt Solutions, Inc.)

  2:30 pm    Connecting & Exhibit Time

  3:30 pm    Use of Temporal Context in Identifying Fundamental Patents (Withdrawn & Presented  on May 12, 2022) - Kevin Hess (HTS LLC)  

  4:00 pm    Panel Discussion / Round Table Discussions

  5;00 pm    Wrap-up

  5:30 pm    Social Activity - Appetizers & a Beverage provided along with more activities to enhance making new and renewing existing connections with

   peers. (approx. 1 hr in length)

Wednesday May 4, 2022

  7:30 am    Breakfast

  8:00 am    WORKSHOP - Patent Search Redesigned – Bridging the Gap between Boolean and Black Box AI - Andreas Cehlinder (IPRally)

  9:00 am    STN Patent Forum  (9 am - 2:30 pm  - Details below)   REGISTER HERE

In-Person Meeting Book Link



Meeting Abstracts


Wake up with BizInt!  Creating, Updating, and Distributing IP Reports from Patent, IP Sequence, and Chemical Structure Data 

John WIllmore, BizInt Solutions, Inc.

Abstract-

Start your day with an overview of BizInt Smart Charts for Patents -- core capabilities, new features, and planned future developments.  As always, there will be plenty of time for your questions and requests!

Biography-

John Willmore is Vice President, Product Development, for BizInt Solutions, Inc. and manages the development of all aspects of the BizInt Solutions product line. John has over 25 years of experience in processing, analyzing and integrating patent and drug pipeline information, and has worked closely with patent and drug pipeline publishers over that period. He was the head of the TRW Smart Charts team at TRW, Inc. and along with Diane Webb, founded BizInt Solutions in 1996. John has a B.S. in Electrical Engineering from Rice University and over 30 years experience in software development.

John spends his free time doing woodworking, playing amateur ice hockey, and competing with the dogs. He is an American Kennel Club judge for earthdog, dachshund field trials, and agility.

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The Art of Patent Search and Analytics: New Colors in the Palette of Patent Intelligence

Christopher Baldwin, Laura Bantle, Andrew Klein - Clarivate

Abstract-

Join us for a four-part case study as we journey through:

  1. Precision antibody searching on Derwent SequenceBase
  2. Expansive semantic search with concept refinement via Thematic Smart Search
  3. Sharpening your focus in the new Record View on Derwent Innovation
  4. Vibrant landscaping with our Analytics Data Hub

Biographies-

Chris has been involved in the patent information field since 1999 and a member of PIUG (on and off) for nearly as long. Today he manages a very talented team of solution consultants for Clarivate supporting many of our well known products and services such as Derwent Innovation, Innography, IPfolio, and many others. Prior to joining Clarivate, he was a solution consultant for LexisNexis PatentSight helping clients use patent analytics to inform critical business decisions. However, he actually honed most of his patent information and analysis skills as an information scientist for nearly 20 years with E. I. duPont de Nemours & Co. While at DuPont, he learned the fine art of legally significant patent searching from Pat Dorler, a founding member of PIUG. She had a passion and dedication to the profession that easily transferred to her apprentice. Over the years, his role expanded into patent landscaping, competitive analysis, and providing innovation assessments for discovery programs in Central Research & Development. Chris lives in Newark, DE with his wife Carrie and two children, Ryan and Kaytelin. 

Laura is a Solution Consultant with the Derwent business at Clarivate Analytics. Laura is a registered US patent attorney and is a member of the Minnesota Bar, with 10 years of experience in IP due diligence, patent and legal research, litigation strategy, and contract drafting. Her primary goal is working with customers to successfully develop and implement their patent research, analytics, and portfolio strategy. Laura earned her B.S. from the College of Biological Sciences at the University of Minnesota, and graduated magna cum laude from William Mitchell College of Law where she served as Editor-in-Chief of the Cybaris® Intellectual Property Law Review. Prior to joining Clarivate Analytics, Laura gained corporate industry experience in pharmaceutical regulatory compliance, patent licensing, and M&A due diligence. 

Andrew is a Solution Consultant for Clarivate patent research and analysis products, including Derwent Innovation, Derwent Data Analyzer, Derwent SequenceBase, Darts-ip, Chemical Patents Index, and the Derwent World Patents Index hosted on STN and other third-party platforms.  Andrew conducts demonstrations and trainings on Clarivate tools and consults with customers on their patent research workflows.  He holds a Master’s degree in Library Science from Indiana University, and a bachelor’s degree in chemistry from St. Olaf College in Northfield, Minnesota. Prior to joining Clarivate in 2017, he worked as an academic librarian and as a patent searcher and technical librarian in corporate research and development. He lives and works out of his home office in Saint Paul, Minnesota.

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Keynote Address: Patent Trial and Appeal Board 

Michael Tierney - Vice Chief Administrative Patent Judge - US Patent & Trademark Office, Patent Trial & Appeal Board

Abstract-

The United States Patent and Trademark Office (USPTO) is the federal agency for granting U.S. patents and registering trademarks. The Patent Trial and Appeal Board (PTAB) at the USPTO is created by statute, and includes statutory members and Administrative Patent Judges. The PTAB conducts trials, including inter partes, post-grant, and covered business method patent reviews and derivation proceedings, hears appeals from adverse examiner decisions in patent applications and reexamination proceedings, and renders decisions in interferences.

This presentation will focus on an overview of statistics from PTAB ex parte appeal and AIA proceedings, an overview of the interim post-Arthrex Director review procedure, an update on recent rules at the PTAB, and a brief overview of programs at the PTAB.

Biography-

Judge Michael Tierney was appointed to the Patent Trial and Appeal Board in July 2000. Judge Tierney is currently a Vice Chief Administrative Patent Judge on the Patent Trial and Appeal Board.

As part of the Office’s AIA implementation, Judge Tierney led the Board’s comprehensive effort on the trial rulemakings. Judge Tierney worked closely with USPTO executive officials, trial judges, the patent community and other members of the public to develop the trial rules. Judge Tierney served on the first IPR panel, (Cuozzo) as well as the first CBM panel (SAP v. Versata). Judge Tierney has given numerous presentations that educate the patent community on the statutory provisions, proposed rules, and final rules for the AIA administrative trials.

Judge Tierney received both a J.D. and a B.S. in Chemical Engineering from the University of Washington. He is a member of the Washington State and the District of Columbia bars.

Prior to joining the Board, Judge Tierney was a senior patent associate in private practice, and he has also worked as a patent examiner in the chemical arts.

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Goldilocks and the Three Case Studies

Dominic DeMarco - Demarco IP

Abstract -

For the past decade, I’ve had the privilege of teaching the PIUG “Patent Search Fundamentals” course to several hundred students. Today's extremely fast paced presentation, should give everyone a taste of the Fundamentals course. We'll be running through several patent searches from start to finish, and hopefully, by the end of my time, everyone in the audience will be ready to wear their very own WWDD (What Would Dominic Do) bracelet.

On a more serious note, today we will quickly work through three relatively simple patentability searches. We will discuss the necessary decisions to make at each point along the way. Every search, and every query within the search, is a careful balance of precision vs. recall, of learning, adaption, and iteration. We will tackle this head on and for those of you keeping score at home, please feel free to log into your search engine of choice and show up the presenter in real time!

Biography -

Dominic DeMarco is an expert in the field of patent searching. His specialty is the broad swath of engineering technologies including biomedical, chemical, computer, electrical, and mechanical. Dominic is a registered US Patent Agent and has been teaching patent search classes on behalf of PIUG for over a decade. In his free time, he manages the patent search firm DeMarco IP and goes on ridiculously long bicycle rides.

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IP Data and Insights Unleashed

Caroline Peel, Paul Torpey - Clarivate

Abstract -

As the global innovation landscape changes at a rapid pace, multiple forces are reshaping the consumption and use cases for patent information. In this new landscape, accessibility, speed to insights and the need for clean and structured data are notable emerging factors. During this presentation Clarivate will provide an update on how it enables its customer to ensure that the value of patent intelligence is embedded within the fabric of the organization. Topics covered:

·   Introduction to IP Intelligence. -  Paul

·   Data curation – Content curation process and how Clarivate utilises advanced technology to create smart IP data. -  Caroline 

·   Accessing data through a connected ecosystem – the various ways Clarivate allows its customer to consume IP data. -  Paul

·   Speed to insights through curated dashboard. -  Paul

Biography - 

Paul has been with Clarivate for more than 20 years and has held several roles across the organization. In his current role as Sr. Director of IP Intelligence Products, Paul manages solutions that include Derwent Innovation and Innography. Prior to joining the IP Intelligence team in 2010, Paul spent a significant amount of time in the Science business of Clarivate supporting platforms such as the Web of Science. In his spare time Paul is involved with the National Multiple Sclerosis Society and is a member of the Clarivate Philadelphia cycling team that participates in fund raising activities for MS research and patient care.

Dr. Caroline Peel LLM is the Content Director for IP at Clarivate and has been part of the Clarivate team for 21 years. She joined the Derwent GENESEQ editorial team after completing PhD in Cell Cycle Checkpoints and now leads the editorial teams across the globe curating patent and trademark content for products such as the Derwent World Patent Index, Derwent GENESEQ, Cortelis and the CompuMark suite of products. Caroline graduated from the University of Leicester with a BSc Hons Degree in Biological Sciences (Genetics) and a PhD in Cell Cycle Genetics from the University of Sheffield and completed her Masters in Intellectual Property Law from the University of Edinburgh in 2021.

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New: IFI IP Profiles

Janice Stevenson - Exec. VP of Client Services, IFI CLAIMS Patent Services

Abstract -

I will be presenting the IFI CLAIMS IP Profiles, a new product that provides a quick overview of a global entity’s patent portfolio. I will briefly describe the IFI CLAIMS Direct API tools that collate the data. In addition, I will explain the content development underlying the summary information.

Biography -  

Janice Stevenson applies her vast client support experience to providing IFI clients the foundation they need to bring their applications to full fruition. She draws on past experiences as a trainer, sales manager, and developer focused on intellectual property and patent applications.

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Beyond Patents: What else is in patent databases and what does the future hold?
Martha Yates - Science Fellow, Principle Information Scientist, Bayer Crop Science-US

Abstract -

Originally patent databases were bibliographic information about patents based on the patent documents. Then came full-text based on the patent documents. The holy grail of enhanced meta data is still assignee information. But what else is in the databases that isn’t from the documents themselves? I will explore some fields and metrics and survey some offerings from different vendors. There will also be a discussion of what we would like to see in the future.

Biography -

Martha Yates is currently a Principal Information Scientist for Bayer CropScience. She has been a patent information professional for over 25 years and is a certified QPIP. She is the current immediate past chair of PIUG. Somehow, she has developed a passion for understanding patent databases.

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Patent Sequence Searching – Searching for Old Targets in New Technology Areas

Steve Allen - Solutions Consultant, GenomeQuest & LifeQuest

Abstract -

Newer technology areas such as AAV therapy or Fusion Protein therapy frequently utilize genes or portions of genes from older research areas.  Patent searching with these older targets can return hundreds of thousands of hits unrelated to your new IP.  Narrowing these searches requires different approaches, and sometimes multiple approaches.   Different methods of narrowing and isolating data of interest will be demonstrated with real life examples.

Biography -

Steve Allen joined Aptean GenomeQuest in September of 2017, he is the Solutions Consultant for GenomeQuest & LifeQuest. Steve previously worked at Dupont and his background includes work in a patent group and work as a computational biologist in an agricultural discovery group. Steve has been working with sequence data of one form or another for over 30 years.

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The Practitioners Guide to IP Intelligence

Vasheharan Kanesarajah, Head of Strategy, IP Group, Clarivate

Abstract - 

Big data and analytics have climbed to the top of the corporate agenda, its successful application can offer competitive differentiation and help stay ahead of change. Competitive and market intelligence in particular have become valuable tools in strategic planning. For R&D focused organizations, IP information provides early insights on competitors and the overall business environment, allowing a company to proactively adapt its strategy or in extreme cases, change it.

But while business leaders recognize the value of better data and insights, IP intelligence is too often not considered in strategic decision-making. A potential way forward is for business leaders and corporate strategists to gain an understanding of IP data and an appreciation for how it can benefit the commercial and strategic imperatives driving their organization. Only when business leaders and IP professionals are speaking the same language, can the transformational value of IP intelligence be harnessed to improve the quality of decision-making in the C-suite. And in the process, truly align IP with business strategy.

The presentation will provide a practical to incorporating IP intelligence into strategy development from an experienced strategy and IP Intelligence professional.

  • Bridging the IP and business divide
  • IP intelligence for corporate decision making - what does this really mean today
  • A practical guide to aligning IP intelligence into strategy frameworks

Biography - 

Vasheharan (Vashe) Kanesarajah is a senior member of the Strategy team at Clarivate and plays a key role in the design and execution of the organization’s market-focused strategy. He is an experienced patent and technology analyst and has previously managed the European patent analytics practice and was the principal consultant for Asia.

Vashe has worked globally with technology-focused corporations, governments and research institutions to deliver actionable intelligence to support R&D, IP and innovation strategies. His clients have included Fortune 500 board members, government agency heads, CTOs and General Counsels.

Vashe has been with Clarivate for 16 years. He holds a Bachelor of Mechanical Engineering (Hons) and a postgraduate degree in the Management of Intellectual Property from the University of London.

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How to Empower the Patent Teams in the Modern Enterprise

Carl Rosen - PatSnap

Abstract -

Patents are increasingly becoming a boardroom topic and many patent teams are transitioning from cost-centres to cross-functional business enablers. As such, the in-house teams of patent specialists and portfolio managers are put under the spotlight, and many are now expected to interface with C-suite and drive cross-functional processes within the organisation. In this keynote, Carl Rosen will address key industry trends and shine some light on why the next generation patent analytics must empower patent specialist and portfolio managers in their new roles by making cross-department collaboration and C-suite communication easier.

Biography - 

Carl Rosen is PatSnap’s first Senior Thought Leadership Manager, dedicated to helping the modern enterprise and its creative minds accelerate innovation with Connected Innovation Intelligence. With international and frontline experience working at the intersection of business, innovation, and intellectual property strategy, Carl brings a unique perspective on the industry and the transformational impact of AI-powered technology and machine learning. A creative futurist with a passion for culture, innovation, and people, Carl is a frequent panelist at events and speaker at universities, focusing on topics relating to the future role of intellectual property as a key business and data asset. Carl holds an LL.M from the School of Business, Economics, and Law, Gothenburg and an M.Sc. in Entrepreneurship and Business Design from Chalmers University of Technology, Gothenburg.

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Integrated Predictive Approach to Accelerating Patent Examinations: A Case Study

Jennifer Sexton - CAS Custom Services

Abstract - 

Growth in the volume and complexity of patent applications is causing longer pendency times, rising costs, and growing backlogs, as well as reducing stakeholder satisfaction, for many patent offices around the world. This presentation will provide an overview of a custom AI-based solution developed by CAS and optimized in collaboration with the Brazilian patent office as part of Brazil’s effort to eliminate their extensive application backlog.

The impactful results included significantly faster examination search times and fewer applications requiring additional searches. The unique approach, recognized by PIUG with the 2021 Stu Kaback Business Impact Award, incorporated the use of multiple, predictive search algorithms, workflow transformation, and big data curation, which have broad applications for addressing diverse patent search, classification, and reporting challenges to increase productivity and sustainability across the patent ecosystem.

Biography- 

As part of CAS Custom Services, Jen designs individualized client solutions by leveraging CAS content, technology, and subject matter experts to solve complex client R&D and business challenges. Jen joined CAS Custom Services in 2020 after spending over a decade as a Strategic Account Manager. Part of her former role included writing and delivering technical customer training for the CAS STN and CAS SciFinder® software platforms. Jen holds a Master of Science degree in chemistry from the University of Notre Dame. She has a Bachelor of Science degree in chemistry and a Bachelor of Arts degree in psychology from Southwest Minnesota State University.

Jen is a member of the Patent Information Users Group (PIUG) and the American Chemical Society (ACS), and is a lifetime member of the Girl Scouts of the USA. She coordinates CAS volunteers for The Ohio State University’s Wonders of our World program, a collaborative science organization bringing active scientists into Columbus City classrooms.

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WIPO Inspire

Mussadiq Hussain - Head, Technology and Information Section, World Intellectual Property Organization

Abstract - 

WIPO INSPIRE is a one-stop platform integrating expert and social content on patent databases, patent registers, patent analytics, technology transfer and institutional IP policies, providing a unique blend of information and knowledge on resources, tools, and good practices in these areas. The patent database portal provides free access for patent information users and professionals to comprehensive, unbiased, and structured reports highlighting the features and services of a number of national and commercial patent databases from around the world.

WIPO INSPIRE is a global reference for innovation, helping researchers and entrepreneurs make informed decisions at critical junctures. It also provides a platform for innovators to engage in dialogue and share their knowledge and experience with other experts from around the world.

WIPO continues to expand the coverage of information in all the areas of the platform and looks forward to receiving input and feedback from PIUG and its members on the continued development of the WIPO INSPIRE platform.

Biography - 

Mr. Hussain joined World Intellectual Property Organization (WIPO) in 1996 and has been engaged in its different areas of its activities and services since then. Currently, he is heading Technology Information Section in the IP for Innovators Department of WIPO. He leads the development and maintenance of systems and platforms (i.e. WIPO INSPIRE, TPPM, Patent Register Portal, eTISC etc.) as required to support Department’s activities and to respond to the users’ needs in the WIPO member states, particularly the countries with Technology and Innovation Support Center (TISC) networks. He also manages WIPO’s public-private partnership programs ARDI and ASPI and coordinates with partner UN organizations in Reseach4Life and commercial patent database providers. He holds multiple master’s degrees in international business administration and management of information systems from European University, Switzerland.

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Going Green: Mapping Patents to Sustainability Goals 

Nicholas Valentino (LexisNexis)

Abstract -

Our workshop will provide the opportunity to discuss the conversations your organizations are having about sustainability and the objective role IP can play in measuring progress towards a sustainable future.  Sustainability is an emerging value indicator for investors and a decision-making factor for consumers. LexisNexis has developed an objective way to measure an organization’s dedication to sustainable innovation by mapping patents to the United Nations’ Sustainable Development Goals (SDGs). These objective measurements around SDGs can provide forward-looking indicators of where companies are focusing their attention.

Biography -

Nicholas Valentino is a Lead Customer Success Manager with LexisNexis Intellectual Property Solutions. Nick works with international and Fortune 500 companies to ensure effective deployment of patent analysis for Business Strategy, M&A Due Diligence, Portfolio Management, and other cases.  With extensive experience of SAS applications, Nick has developed an innate ability to understand client processes and align them with application functionality; leading to better utilization of time and resources.

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What's Coming for GenomeQuest in 2022 

Steve Allen (GenomeQuest & LIfeQuest)

Abstract -

The GenomeQuest platform will continue to evolve in 2022, during our workshop we will review the updates to GQ, and show what you can expect during 2022. Using real life examples, we will show how the GenomeQuest informatics engine enables searchers to concisely “tell their story.”

Biography -

Steve Allen joined Aptean GenomeQuest in September of 2017, he is the Solutions Consultant for GenomeQuest & LifeQuest. Steve previously worked at Dupont and his background includes work in a patent group and work as a computational biologist in an agricultural discovery group. Steve has been working with sequence data of one form or another for over 30 years.

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World Patent Information Journal. In the Forties

Jane List, Founder, Extract Information Limited Editor in Chief, World Patent Information

Abstract - 

This talk is based on a presentation from World Patent Information journal’s 40th anniversary meeting.  At that meeting we discussed ‘the history, the state of the art, and also the future for IP information and the management of IPRs’. 

Three years on I’d like to widen that discussion with you all.  First by looking behind the scenes at World Patent Information.  What is involved in creating the journal?  I will outline the roles of WPI’s community of writers, reviewers, board members and the editorial team.  Then I will give an overview of the content of the journal, highlighting key trends and key papers over the first 40 years.

WPI Journal started in 1979, initiated by the presidents of WIPO and the European Commission to ‘encourage the use of and understanding of patents and patent information’.   WPI continues to publish high quality patent information research, IP office news, review articles and articles highlighting best practice in using specific tools and techniques for patent search, analysis and IP management. 

In 1979, ‘information’ was a new topic of research, and PCT patent applications were new!  Today, we are occupied with understanding how to take advantage of emerging (or frontier) technologies such as data science, AI , machine learning, and digital interconnectivity for patent information .  

So today although access to patent information is a lot easier, and less expensive than it was in 1979; the sheer volume of patent publications, and the complexities, mean the original goals of the founders of WPI still resonate.  

Highlights

  • ·         40th Anniversary meeting
  • ·         Origins of WPI – why did it start
  • ·         What we publish – from research to practice
  • ·         The World Patent Information community
  • ·         How PIUG members can get involved and earn CPD at the same time!

Biography -

Jane List founded Extract Information Limited, Cambridgeshire, UK, in 2013 following a career in the information industry where she held commercial, content, and product development roles at Lighthouse IP, ProQuest, and DataStar. She has also held IP and Information analyst roles at The Technology Partnership plc, Xaar plc and the European Molecular Biology Laboratory. Jane has provided training in the retrieval and analysis of scientific, technical, medical, commercial and patent information throughout her career.  Jane is Editor in Chief of World Patent Information Journal since 2014 https://www.journals.elsevier.com/world-patent-information

In 2015 Jane List co-founded The Cambridge Information and Intellectual Property Meeting (www.CIIPM.co.uk) to provide a space for knowledge sharing for those involved with technology commercialisation and needing to understand more about IP and patent searching.  Jane has qualifications in Chemistry, Information Science, and IP Law. 

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Patent Analysis: The Once and the Future Discipline, Revisited

Tony Trippe, Managing Director, Patinformatics, LLC

Abstract -

It can be said that the modern age of patent analytics started in 2003 when the discipline was the theme of the PIUG Annual Conference in Chicago. That year and the proceeding few also saw the publication of seminal papers on the topic appearing in World Patent Information (WPI). Professor Holger Ernst and I were the keynote speakers at the 2003 PIUG Annual Meeting, and the authors of some of these seminal papers. My keynote address at PIUG 2003 was entitled, Patent Analysis: The Once and Future Discipline, and it sought to share the earliest foundations of patent analysis with current patent information professionals who were mostly focused on patent information retrieval. The talk also shared some perspectives on the future of the discipline and how it might impact the lives of patent information professionals as they developed in their careers. In 16 years later a lot has changed and patent analysis has continued to grow and evolve as a discipline. This can most especially be seen in the number of highly cited and downloaded papers from WPI that cover this topic. This talk will focus on the advances made in the field in the last 16 years, and once again speculate on what the future may hold for analysts and the broader patent information community.

Biography - 

Anthony (Tony) Trippe is Managing Director of Patinformatics, LLC. Patinformatics is an advisory firm specializing in patent analytics and landscaping to support decision-making for technology-based businesses. In addition to operating Patinformatics, Mr. Trippe is also an Adjunct Professor of IP Management and Markets at the Illinois Institute of Technology teaching a course on patent analysis, and landscapes for strategic decision making. Tony is an influential thought leader in the patent analysis space, wrote the Guidelines for the Preparation of Patent Landscape Reports for the World Intellectual Property Organization, has been named one of the Top 300 IP Strategists by IAM Magazine and is the developer of ML4Patents.com the industry's online resource for the use of machine learning and artificial intelligence in the field of Intellectual Property.

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Search and Analysis with STNext Prior Art Search Engine

Michael Axton  - Customer Success Specialist at CAS

Abstract -

CAS has developed an AI-based prior art search technology, which is now available in STNext. The Prior Art Analysis generates a set of relevant patent and non-patent literature references published prior to the starting patent document. This session considers subsequent analysis of the prior art results for insight into the searched technology and discovery of new search terms. Use cases will consider analysis of CA Concepts, CAS Registry Numbers, patent classifications, and more. Learn how the AI-based Prior Art Analysis may provide new options for your patent search.

Biography - 

Mike is a Customer Success Specialist at CAS, supporting federal accounts in North America with STNext and other CAS solution-oriented training. He has 8 years’ experience as a patent search specialist with strong expertise in scientific information retrieval, including chemistry, biotechnology and materials science. Mike is located near Washington DC and has a Bachelor of Science in Chemistry.

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Eculizumab and the Administrative Nullity Processes of patent in Brazil: a case study

Larissa Dutra, Oswaldo Cruz Foundation

Wanise Barroso, Oswaldo Cruz Foundation

Abstract - 

Eculizumab is a monoclonal antibody drug and has already been described as the most expensive in the world, with an estimated cost of $500,000 per patient per year. For this reason, the Brazilian Ministry of Health (MH) has requested the Oswaldo Cruz Foundation (Fiocruz) for the possibility of establishing the nullity of two patents granted in Brazil for the use of this drug to treat paroxysmal nocturnal hemoglobinuria (PNH), registered by Alexion Pharmaceuticals in the country.

Although the patent for Eculizumab (Soliris®) expired on 05 January 2015, which fell within the public domain in Brazil, these two patents prevent the manufacture, commercialization and use of Eculizumab by interested third parties in the national territory. Against this background, the Administrative Nullity Processes (ANP) were filed at the Brazilian Patent Office (BPO), as the requirements for patentability established in IP Law 9.279/96 (BR) were not met, i.e., inventive activity and novelty of the drug Eculizumab in its use for PNH. Subsequently, the ANP documents were analyzed by the examiners of the BPO and it was decided that the anteriorities and explanations were valid and it was suggested the Nullity in November 2021.

Biographies - 

Larissa Dutra holds a pharmacy degree, BA. Currently is a master's student at Professional Postgraduate Program in Management, Research and Development in the Pharmaceutical Industry by Farmanguinhos/Fiocruz. Also holds a postgraduate degree in Scientific and Technology Information in health by ICICT/Fiocruz, as well as an advanced knowledge certification in industrial property by the National Institute of Intellectual Property in Brazil in corporations with Pontifical Catholic University of Rio de Janeiro.

Wanise Barroso is PhD in Information and Communication Sciences by Université de Toulon et du Var (France). Head Researcher in Health at Fundação Oswaldo Cruz (Fiocruz). She has been working for more than 40 years in Competitive Intelligence, Industrial Property and Management of Technological Innovation, mainly in the areas: patent, database, public domain, technological surveillance and patent oppositions. Substitute coordinator of the Technological Innovation Center of Farmanguinhos. Coordinator of the Professional Postgraduate Program in Management, Research and Development in the Pharmaceutical Industry of Farmanguinhos/Fiocruz.

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Have We Seen This Patent Family before?

Matt Eberle, BizInt Solutions, Inc.

Abstract -

Since its introduction in 1998, BizInt Smart Charts for Patents has provided tools to help patent searchers build compelling reports. Over the years, new systems and techniques for searching have proliferated.  In this presentation, we will look at the evolution of BizInt Smart Charts capabilities over this time with a case study illustrating different techniques for determining "have we seen this patent family before" when reviewing data from multiple sources.

Biography -

Following over ten years of experience at Wyeth, Pfizer and Sunovion as a Senior Information Scientist and Pharmaceutical Information Analyst, since 2013 Matt has helped BizInt customers use the BizInt Smart Charts and VantagePoint tools to create new solutions to address their challenges and problems. Matt lives outside Boston, MA.

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Use of Temporal Context in Identifying Fundamental Patents

Kevin J. Hess - Patent Analyst/Program Manager, HTS LLC

Abstract-

When assessing the value of patents, many factors have been proposed as contributing to the perceived value, including: claim length, family size, prosecution time, citations, etc. While each has some merit, they do not account for the technology landscape at the time of invention. Consideration of a patent’s temporal context provides insights into how fundamental a patent is its peer group.

A case study is presented to demonstrate approaches to temporal analysis and how the results may be useful in valuation or business intelligence. A technology development curve, or S-curve, is derived for technologies relevant to the subject patents. The relative location of the patents along the timeline suggests how fundamental a patent is to the technology. As a refinement, rejection analysis is used to identify patents that the Examiners consider more fundamental within the peer group. The analysis is useful to benchmark dates for further prior art search. Finally, the assessment of which assignees are leaders within the peer group is determined from analysis of citations and each company’s relative speed of innovation. With each approach, the business decisions that may be supported by the analysis are discussed.

Biography - 

Kevin Hess is patent analyst and program manager at HTS LLC (HighTech-Solutions), a technology firm focusing on intellectual property consulting for the wireless, video, telecommunications, semiconductor, battery, and consumer electronics markets. Kevin is also a subject matter expert and founder at Patent Technics LLC which specializes in patent technical analysis for the semiconductor, LED lighting and display, and additive manufacturing (3D printing) markets.

Kevin’s IP experience has spanned many stages of the IP lifecycle, including: inventing, prosecution support, market analysis and valuation, reverse engineering, claim charting, and licensing/litigation. His areas of interest are patent analytics, IP landscaping and taxonomy development. His industry experience includes R&D and product development positions at Tyrex Corporation, Freescale Semiconductor, Motorola, Huntsman Corporation, Phillips-Sumika, ConocoPhillips, and JemPac, a semiconductor startup. Kevin is a named inventor on over 50 US and foreign patents granted in semiconductors, electronics, and materials. He has published on patent search strategy, semiconductor device design and reliability, and polymer materials formulation. Kevin holds a Ph.D. in Chemical Engineering from the University of Texas at Austin. His interests include music and guitar collecting.

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Patent Search Redesigned – Bridging the Gap Between Boolean and Black Box AI
Andreas Cehlinder - IPRally

Abstract

IPRally bridges the gap between the boolean world and black box artificial intelligence solutions by introducing knowledge graphs to patent searching. The IPRally platform is a fully-featured prior art, novelty, invalidity, and FTO search platform powered by graph-based deep learning AI. In this workshop, we show how knowledge graphs bring the long-awaited control and explainability to AI searching, and what benefits they offer in terms of speed, accuracy and simplicity.

Biography - 

Since 2005, Andreas has been working in the IP industry as a consultant and in different commercial and/or leadership roles, both regionally and globally. He has worked at companies like Thomson Reuters, Clarivate and Patsnap before joining IPRally as Chief Commercial Officer to build a commercial strategy and organization. Andreas has an LL.M. focused on Intellectual Property and Contract Law from the University of Lund, as well as additional education in IP Strategy and Management, Media- and Antitrust law.

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Patent Forum Details:        REGISTER HERE

9:00 AM – 9:15 AM -- Registration and Coffee

9:15 AM – 10:30 AM -- What’s New in STNext®

This session will cover the latest database improvements and developments on STNext, including content updates and new functionality.

10:30 AM – 10:45 AM – Break

10:45 AM – 12:00 PM -- Creating Impactful Reports in STNext and BizInt Smart Charts

You have developed the perfect STNext search and created a tailored answer set for your client. One more big job to do – create a report for your client that documents your findings. We’ll review the options STNext offers you for creating reports, including recent enhancements. STNext data can also be included in reports created with BizInt Smart Charts, and our guest speaker, John Willmore, will demonstrate creating impactful reports incorporating STNext data using BizInt.

12:00 PM – 12:45 PM -- Lunch  

12:45 PM – 1:30 PM -- Derwent Reloaded on STNext – Enhancements, Additional Content and New Options

The Derwent suite of databases on STNext have been reloaded and reorganized. The new implementation offers several enhancements, including additional first-level data and the integration of the Derwent Patent Citation Index™ (DPCI) into the Derwent World Patents Index® (DWPI) database. The Derwent Chemistry Resource® (DCR) has now become a separate structure searchable database with new search options, and substructure highlighting. This session will illustrate these enhancements and discuss changes to search strategies and workflow as a result of this reorganization.

1:30 PM – 1:45 PM – Break

1:45 PM – 2:15 PM -- Introduction to STNext Projects

When searching, you may need to create structures, transcripts and scripts as part of you investigation. The recently introduced Projects functionality in STNext allows you to create and manage a repository for each of your project’s search assets. In this session, we’ll demonstrate this valuable new feature that will allow you to immediately increase your efficiency as a searcher.

2:15 PM – 2:30 PM  -- Wrap Up

PIUG 2022 Business Meeting Agenda

Tuesday, May 10

11:00 AM - Agenda

  • PIUG 2022 Annual & Biotechnology Conferences Update
  • Report from the PIUG Chair
  • Treasurer’s Report
  • PIUG Committee Reports
  • Questions & Comments
  • Discussion
Registration Link for the Business Meeting   (This event is open to all Conference Registrants regardless of membership status as well as any PIUG members not registered for the conference!  There is no cost for the Business Meeting but YOU MUST REGISTER so that we can add additional slots for participants if needed.)

VIRTUAL MEETING PROGRAM 

In-person Presentations and Workshop

All presentations and workshops from May 2-4 will be accessible through the meeting app beginning on May 9, 2022.

Wednesday, May 11

  8:00 am    Social Hour

  8:45 am    Welcome - Shelley Pavlek (PIUG Chair)

  9:00 am    An Introduction into SEP's, Standards and Standards Contribution Data Search and Analysis - Tim Pohlmann (IPlytics GmbH)

  9:30 am    Using AI to determine Standard Essential Patent (SEP) Pool Essentiality - Shawn Ambwani (Unified Patents)

10:00 am    Valuation of the Injunction in Unwired Planet vs Huawei - Roya Ghafele (OxFirst Ltd.)

10:30 am    Break

10:45 am    SEP Panel Discussion

11:15 am    Clarivate, Gold Sponsor Product Review

11:20 am    IFI CLAIMS, Gold Sponsor Product Review

11:25 am    STN, Gold Sponsor Product Review

11:30 am    Break

11:45 am    IFI CLAIMS Ultimate Owner: A View of Patent Possession - Claire Hammond (IFI CLAIMS Patent Services)

12:15 pm    Lunch

12:45 pm    Patent Information Specialists - How They Can Help at Different Level in Our Organizations and How to Promote the Pivotal Role of These Specialists?

                   - Cécile Boyer-Joubert (Biogaran), Grégoire Vemiquet (Saint-Gobain Group)

  1:15 pm    Patent Information Professional Challenges in the "New Normal" IP Activities Environment.  Do We Turn into Chameleon or Swiss Knife?

                   - Muriel Bourgeois (MT_IP Consulting)

  1:45 pm    Aptean GenomeQuest, Silver Sponsor Product Review

  1:50 pm    PatSnap, Silver Sponsor Product Review

  1:55 pm    BizInt, Silver Sponsor Product Review

  2:00 pm    Break

  2:15 pm    New Patent Search Tools and the Evolving Role of the Patent Information Professional - Frederic Baudour (Allnex. President French

                   Information User Group)

  2:45 pm    WORKSHOP - Critical Patent Metrics in a Snap(shot) - Janice Stevenson (IFI CLAIMS Patent Services)

  3:45 pm    WORKSHOP - Empowering Patent Searchers with the Latest Innovations from Minesoft – Kevin Spahr (Minesoft)

Thursday, May 12

  8:00 am    Welcome - Shelley Pavlek (PIUG Chair)

  8:10 am    WORKSHOP AI Patent Classification for Breakfast - How to Benefit from AI Based Classification in Your Daily Work - Kornél Markó (Averbis)

  9:10 am    IP Landscape Activities for Business Strategies Towards Sustainability Goal of Asahi Kasei Corporation - Sakae Nakamura, Yasushi Miyagi (Asahi Kasei Corporation)

  9:40 am    Mixed Patent/Design Databases and Families: Are We Going Towards a Comprehensive IP Information System? - Guido Moradei (Quaestio-Patent Information Partners srl)

10:10 am    Hidden Legal Status: What the National File Inspection Doesn't Always Tell You - Stephen Adams (Magister Ltd)

10:40 am    Break

10:55 am    The Role of IP Offices in Patent Information – A Personal View - Nigel Clarke (Stanfield Clarke Associates)

11:25 am     IP Data and Insights Unleashed - Caroline Peel, Paul Torpey (Clarivate)

11:45 am    Have We Seen This Patent Family Before? - Matt Eberle (BizInt Solutions, Inc.)

12:00 pm    PATENTSCOPE: Latest Developments and Overview of the Top Features – Sandrine Ammann (WIPO)

12:30 pm    Lunch

  1:00 pm    An Overview of Searching for Prior Act - Ron Kaminecki (Kaminecki IP LLC)

  1:30 pm    What’s All the Fuss About - A Discussion of Web 3.0 and the MetaverseTony Trippe (Patinformatics, LLC)

  2:00 pm    Use of Temporal Context in Identifying Fundamental Patents - Kevin Hess (HTS LLC)

  2:30 pm    Conference Wrap-up

Virtual Meeting Book Link



Meeting Abstracts

An Introduction into SEP's, Standards and Standards Contribution Data Search and Analysis.

Tim Pohlmann, Managing Director, IPlyytics GmbH

Abstract - 

The fourth industrial revolution will see the convergence of technology as connectivity technologies are gradually integrated across all industry verticals. This revolution will not only disrupt business models around connected devices but also make IP professionals reconsider how to deal with intellectual property as they are faced with the ever-growing challenge of ensuring that they have the necessary assets to hold their own during the transformation of industries such as automotive, manufacturing, energy, home appliance or healthcare. Connectivity standards such as 4G, 5G, Wi-Fi (802.11), Bluetooth, versatile video coding (VVC), near field communication (NFC) and radio frequency identification (RFID), among others, are subject to so called standard essential patents (SEPs). Such patents must be used when implementing the standard. IP professionals across all industry verticals must rethink how they develop, evaluate, and analyze their own portfolios and the competition with regards connectivity standards. This means aligning patent portfolios to protect innovations and proactively engaging in continuous strategic portfolio development to align the patent portfolio with the objectives of the business as it relates to patent licensing, acquisitions, joining patent pools, participating at standards meetings, and understanding the competition.

In this session Tim Pohlmann, CEO and founder of IPlytics will discuss end explain

 How to deal with the increasing demand for better data around SEPs, standards and standards contributions to understand competition in an ever more fully connected world?

 How to have all information to ensure freedom to operate, identify prior art for new R&D projects or identify white spaces.

 How to navigate patent portfolios where products increasingly rely on connectivity standards?

 How to manage aspects of patent licensing when integrating new technological advances such as 5G or Wi-Fi which are protected by SEPs?

Biography - 

Tim Pohlmann is the CEO and founder of IPlytics. He earned his doctoral degree with the highest distinction from the Berlin Institute of Technology, with a dissertation on patenting and coordination in standardisation. He then went on to work as a post-doctoral researcher and consultant for the Law and Economics of Patents Group at CERNA, MINES ParisTech.

In his work as an economist and consultant, Dr Pohlmann was confronted with the challenge that standards databases such as those of the European Telecommunications Standards Institute and the Institute of Electrical and Electronics Engineers have no real, meaningful connection with comprehensive global patent databases. He realised that if we are to keep pace with the next technology revolution, then as IP professionals, we need to rethink – even revolutionise – how we approach both patent and standards data, to provide business-ready knowledge for actionable decision making across our organisations.

Dr Pohlmann founded IPlytics with the vision of creating the first solution on the market to bring together comprehensive, highly indexed technical standards information, global patents, declared SEPs, patent pool and technical standards contribution data, to provide industry-leading analysis on the past, present and future of standards-essential technology. Unlike other tools that are overly complex, IPlytics provides fast, intuitive access to patents and standards to empower the user to strategically align patent portfolios to protect innovations and proactively engage in continuous strategic portfolio development as it relates to SEP assets, for initiatives such as licensing, acquisitions and joining patent pools, or simply to understand the respective positions of the competition.

Dr Pohlmann has been actively involved in preparing empirical studies for the European Commission, the World Intellectual Property Organization and the German federal government on declared patents, standards contributions, patent transfers and patent pooling behaviour.

Dr Pohlmann is a recognized thought leader, panel speaker and adjunct lecturer on the topics of Standard Essential Patents (SEPs), FRAND licensing, patent pools and advanced patent intelligence. He is also the author of several peer-reviewed economist journal articles, several Managing IP articles, IPWatchdog articles, IAM Magazine articles, and some of the ever most-read IAM Media industry reports.

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Using AI to Determine Standard Essential Patent (SEP) Pool Essentiality

Shawn Ambwani, Co_Founder/ COO/ SVP Legal, Unified Patents

Abstract - 

The dramatic number of patent filings in SEPs have made traditional landscapes very difficult to ascertain and maintain. Unified, as part of the development of a joint patent pool called Alium for the 5G RAN space. An area with over 100,000 self-declared essential patents and very little actual analysis. A traditional landscape is very difficult in such an environment. Unified developed a new way to measure essentiality based on training sets of eyes on analysis that provides the best of both worlds. An accurate landscape and even the ability to measure individual patents based on essentiality.

Biography - 

Co-Founder of Unified Patents, the Anti-Troll and founder of 2 previous video codec companies with successful exits.

He is responsible for running Unified’s operations, counsel & docket management, analytics, and marketing.

He has co-authored papers on PTAB analytics and procedures which have been published in law reviews affiliated with the U. of Chicago, U. of Colorado, and Northwestern among others. A full list of his contributions can be found in SSRN.

Shawn has a JD/MBA from Boston University and a BS in Mathematics from UCLA. He is an active member of the California Bar.

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Valuation of the Injunction in Unwired Planet vs Huawei

Roya Ghafele, Managing Director, OxFirst Ltd.

Abstract - 


On August 26 2020 the UK Supreme issued a landmark decision in the matter of Unwired Planet vs Huawei. The decision revolutionised the debate on standard essential patents as the Court held that a Global FRAND (fair, reasonable and non-discriminatory) rate can be sanctioned with an injunction in the U.K. To assess whether the issuance of an injunction in that case was proportional to the value of the infringed standard essential patents, the article builds upon the valuation approaches contained in the judgment itself. It does so, by comparing the value of the injunction to the implied value of the patents that caused the British injunction. Comparing a slightly adjusted valuation approach accepted by the Court to the direct value of the injunction, shows that the direct value of the injunction outweighs the estimated value of the infringed patents. Whether this is commensurate with the proportionality factors set out under English law should be further examined.


Biography - 

Dr. Roya Ghafele is the founder and Managing Director of Oxfirst, ( www.oxfirst.com) an award-winning law and economics consultancy that specialises in helping organisations value their Intellectual Property in disputes, for licensing and sales purposes and the commercialisation of ideas and innovation, on preparation for Stock Market floatation as well as general management considerations.

She is a visiting Professor at Brunel University, London and is fluent in five languages, English, German, French, Italian and Persian as well as being an accredited expert witness to courts in England and Wales. Prior to founding OxFirst, Dr. Ghafele held an Assistant Professorship with the University of Edinburgh, a Departmental Lectureship with Oxford University and a Research Fellowship with the Haas School of Business, University of California at Berkeley.

Whilst working with the Organisation for Economic Cooperation and Development (OCED) and the World Intellectual Property Organization (WIPO), Dr. Ghafele offered strategic advice on Intellectual Property and Technology Transfer to Governments in Europe, Asia and the Middle East.

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IFI CLAIMS Ultimate Owner: A View of Patent Possession

Claire Hammond, Content Specialist, IFI CLAIMS Patent Services

Abstract - 

We all know how difficult it is to track patent ownership. In the beginning, of course, there is an assignee, and the assignee owns the invention. But over time, in the course of doing business, IP assets and entire companies are sold to new owners; iterations of company names proliferate. The natural progression of business makes the simple question—Who owns What? —more complicated than it should be. Especially when it comes to hierarchical, multibillion dollar entities.

As intangible assets occupy an ever-growing portion of corporate balance sheets, understanding who owns the invention has never been more crucial to investors with an eye toward M&A. With IFI’s Ultimate Owner, our newest addition to our suite of patent offerings, we provide the conclusive answer to which entity owns what patent asset. The bedrock of Ultimate Owner is IFI CLAIMS’ deep involvement over seven decades in the proprietary and painstaking work of name standardization. Ultimate Owner interprets each name iteration, identifies where it belongs under public and private-company corporate umbrellas, and then shows you who possesses the rights, giving you a clearer view of your target companies.

Join us to learn more about how Ultimate Owner can support your M&A decisions, risk analyses, and competitive intelligence.

Biography - 

Claire Hammond, Content Specialist at IFI CLAIMS Patent Services, applies her patent expertise and her application background to help review, analyze and map IFI’s data to ensure the highest quality standards.

In her past roles she helped support and train user communities on a suite of IP tools. She was also a member on the IP tool team who helped to enhance different tools by automating processes, reducing legal risk and identifying high value patents in their patent applications.

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Patent Information Specialists. How can They Help at Different Level in Our Organizations and How to Promote the Pivotal Role of These Specialists?

Cécile Boyer-Joubert, Patent Engineer, Biogaran

Grégoire Vemiquet, Saint-Gobain Group

Abstract - 

Patent information is paramount for defining strategies and making decisions in any dynamic company.

Whether it be at the level of decision-makers, researchers, legal or business development, a specialist in patent information is key to success. Despite its strengths, this complex and protean profession may face difficulties of gaining recognition in our organizations.

The French-speaking Patent Information User Group (CFIB) focused on this issue, set up working groups to explore, discuss and draw up concrete ideas and proposals.

How to raise the profile? How to enhance the visibility and understand better this profession?

Some proposals that have already been implemented will be presented: a series of videos showing the multiple facets of the job, participation to PIP certification...

Biographies - 

Cécile Boyer-Joubert, PhD started her career in R&D as a medicinal chemist researcher. She then moved to the Information Science field, worked several years for Pfizer as a Patent Information Specialist, for the well-known IP firm Lavoix and then for Exeltis France as Scientific Competitive and IP Team Leader. She joined Biogaran in 2019 as a Patent Engineer currently in charge of all IP aspects before generic drugs launch. She has 20 years of professional experience in patent information in the pharmaceutical industry. Cécile is Board member of CFIB (French Speaking Patent Information User Group) since its creation as an association, former treasurer and currently involved in a Task force for the Promotion of our Profession.

Grégoire Verniquet has now over 10 years’ experience in the IP departments of large companies, such as PSA, Essilor and at present the Saint-Gobain Group. He has developed wide and strong skills in patent information, ranging from patent searching for prior art, opposition and freedom to operate, patent watch script building, landscape and mapping creation. He is also Project Leader in the internal development of AI tools for big Patent datasets. In 2021, after taking the required exams, he qualified as a QPIP (Qualified Patent Information Professional). Grégoire has been a member of the CFIB (French Speaking Patent Information User Group) since 2016 and is currently involved in a Task force for the Promotion of our Profession.

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Patent Information Professional Challenges in the "new normal" IP activities environment.  Do We Turn into Chameleon or Swiss Knife?

Muriel Bourgeois, Founder, MT-IP Consulting

Abstract - 

Our profession is (once again) facing challenges of multiple dimensions:

  • search vs analysis
  • traditional boolean vs semantic / AI
  • “technical” vs “decision makers” customer profiles
  • domain specialization vs multi-domains / multiple IP rights
  • internal vs external vs outsourcing mix operations

As we have done successfully these last 30 years, can we still overcome hurdles and maintain or even develop our job while keeping a smiling face?

Biography - 

Valedictorian of IP Assets Management Master in Paris (Descartes), Muriel Bourgeois –Tassanary run a 30+ years’ career on multiple aspects of IP lifecycle within Thomson Technicolor and Nestlé, from IP assets solutions & operations (Projects management, IP tools & processes, Patent Formalities, Licensing PMO, Contents Management) to expertise in Intelligence & Analytics (QPIP n°57).

Since 2021, she has been running her own business at MT-IP Consulting (Innovation, Organisation, and Management) in the South West of France.

Former President of CEPIUG (Confederation of European Patent Information User Group), and Vice-President of CFIB (French speaking Patent Information Group), she plays an active role in Patent Information Education before QPIP, French Patent Office, and Universities.

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New Patent Search Tools and the Evolving Role of the Patent Information Professional

Frederic Baudour, Patent Information Analyst, Allnex, President of French Patent Information User Group CFIB

Abstract - 

The last 20 years saw a lot of developments from the patent database Industry, introducing or rebranding some “concepts” or search technologies.

As a few examples we can cite IP landscaping and the search for the so called “white space”; the mixing of different kinds of data: patents, financial, marketing, … to provide new kinds of analysis; and most recently search tools based on Artificial Intelligence.

Some of these could sometimes lead us to the assumption that it is quite easy to learn, in a few seconds, “everything there is to know” on a specific topic, by just typing a few keywords in a Google like interface.

Is it true? Is it false?

What are the limits of these news tools? Of these new search methodologies? Of these analysis?

Can we blindly trust search results?

How can we redefine our job in this new World?

Biography - 

Frederic Baudour earned his Bachelor's degree in Chemistry from University of Mons Hainaut (Belgium) and a degree in Applied Economics – Management from Facultés Universitaires CAtholiques de Mons – FUCAM (Belgium).

He began working as an Information Scientist for UCB Chemicals in 1996 and became Information Manager when UCB created the Surface Specialties division from the acquisition of the Coatings, Adhesives & Additives business of Solutia.

He later moved into the role of Senior Information Analyst following the purchase of Surface Specialties by Cytec Industries and then the divestiture of the Coatings business to Allnex.

Frederic currently works in ALLNEX's Knowledge Management Office, is President of CFIB (French Patent Information Association) , Qualified Paten Information Professional (QPIP), former vice-president at CEPIUG (Confederacy of the EU-user groups), and former ALLNEX representative at the PDG (Patent Documentation Group).

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Critical Patent Metrics in a Snap(shot)

Janice Stevenson, Executive Vice President of Client Services, IFI Claims Patent Services

Abstract -

“S&P 500 companies' intangible assets have gone from 17% of total assets in 1975 to 90% last year,” (2020). * As these assets become more and more mainstream, wading into the thicket of patent data seeking reasonable estimates of value is daunting. Using IFI Snapshots in combination with our ever evolving Ultimate Owner collection can simplify the quest for wise M&A decisions, risk analyses, and competitive intelligence.

* Alan Murray and David Meyer, "We are All Tech Companies Now," Fortune, 2021

In this workshop we will review the crucial indicators contained within the IFI Snapshot; including patent status, anticipated expiration, claims summaries, and assignee/applicant name standardization - a proprietary IFI process leveraging over seven decades of painstaking work normalizing myriad name variations under a precise, searchable designation; the IFI Standardized Name. We will then examine the interaction between IFI Names and the IFI Ultimate Owners to shed light on elements such as the geographic distribution of IP rights, the ebb and flow of technologies, and the overall health of patent portfolios within global organizations.

Along the way, we will also illustrate how patent data can be used to quickly identify “red flags” that may arise during a M&A. This includes events such as EP validation decisions, PCT filing decisions, annuity, and maintenance payments – who decides and who pays.

Biography -

Janice Stevenson applies her vast client support experience to providing IFI clients the foundation they need to bring their applications to full fruition. She draws on past experiences as a trainer, sales manager, and developer focused on intellectual property and patent applications.

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Empowering Patent Searchers with the Latest Innovations from Minesoft

Kevin Spahr, Minesoft

Abstract -

In an informative, hour-long session Kevin Spahr will showcase the latest updates to PatBase and PatBase Analytics. Kevin will also highlight some of the neat new features added to PatDocs, a multi-use application to assist with all your IP legal operations. PatDocs has many time-saving features including downloadable legal documents and reports, and family tree mapping. Minesoft’s PAIR Alerts are included in PatDocs and have now been expanded to include some international coverage.

With colleagues working from home or across locations and borders, it’s easy to feel disconnected due to lack of face-to-face contact, everyday conversations and even a generally interrupted schedule. Tim will end the session by explaining how you can get reconnected with Minesoft’s IPShare, a new, innovative application designed to help your team connect more effectively.

Biography -

Kevin Spahr is the US Customer Success Manager for Minesoft. Minesoft is an IP tools development company based in the UK that has been successfully and exclusively working in the IP space for over 25 years.

Kevin started his career with Minesoft over 5 years ago after receiving a liberal arts degree from Villanova University. Kevin’s career began with a patent and IP searching class offered through the University of San Diego enabling his continued efforts to offer Minesoft clients the best support possible. Currently, Kevin manages and supports some of Minesoft’s largest law firm and corporate clients and focuses on funneling client feedback to drive the continued improvements of Minesoft’s patent solutions.

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AI Patent Classification for Breakfast - How to benefit from AI based classification in Your Daily Work

Kornél Markó, Averbis

Abstract -

The use of artificial intelligence in patent monitoring has outgrown its infancy. In this workshop, we will show how patent specialists and users can significantly reduce their workload or that of their colleagues with the help of machine learning and NLP.

Furthermore, we will present various ways in which companies can integrate this AI benefits into their daily work. Be it as a "stand alone" option, tightly integrated into the system landscape, connection to Minesoft products or fully integrated in a monitoring system like RAPID5 from Centredoc.

Biography -

Kornél Markó is co-founder and managing director of Averbis GmbH. He holds a PhD in computational linguistics and has been leading the development of Averbis core components for several years. His competence is internationally recognized and documented in numerous publications. Kornél has strong expertise in the areas of semantics, natural language processing (NLP) and machine learning (ML) in conjunction with their operational use in literature and patent research and classification.  In his younger days he was world champion (2000) in robot soccer.

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IP Landscape Activities for Business Strategies Towards Sustainability Goal of Asahi Kasei Corporation

Sakae Nakamura, Sr. General Manager, Sr Fellow, Corporate IP, Asahi Kasei Corporation

Yasushi Miyagi, Manager, IP Strategic Planning Group of Corporate IP, Asahi Kasei Corporation

Abstract - 


Asahi Kasei Corporation is accelerating its efforts to create value by contributing to sustainable society, with the goal of achieving carbon neutrality by 2050. In building corporate and business strategies towards the value creation, IP landscape has been playing a crucial role. In our presentation, we are introducing some of our IP landscape activities for demonstrating our approach and proposals for the value creation. Particularly, we are introducing an example where we made strategy proposals for business areas of our focus including alkaline water electrolysis business, based on analysis of a wide range of information including IP and market information. We are also introducing our activities aiming to encourage sustainability efforts and idea creation for new businesses through IP analysis.


Biography - 

Sakae Nakamura is a senior general manager of Corporate IP of Asahi Kasei. She is responsible for all IP activities of the Asahi Kasei Group. Her specialty is research and information analysis, and she has been promoting IP landscape activities in the Asahi Kasei Group. In October 2020, she was appointed as a senior fellow of the Asahi Kasei Group's advanced professionals in this area and continues to this day.

Yasushi Miyagi is an intellectual property analyst certified by the Association of Intellectual Property Education in Japan. He engaged in strategic studies at a research division belonging to one of the biggest investment companies in Japan. Prior to that, he had worked as a patent attorney for 7 years at a law and patent firm, mainly dealing with patent applications by major German Companies including Bosch and Siemens. He joined Asahi Kasei in 2018 and has been engaged in research and analysis of technical information at the IP Strategic Planning Group.

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Mixed Patent/Design Satabases and Families: Are We Going Towards a Comprehensive IP Information System?

Guido Moradei, Founder and CEO, Quaestio - Patent Information Partners srl

Abstract - 

We are often asked to search designs as prior art to challenge the validity of a previous design patent/registration. In case of FTOs regarding a product having a shape, a texture or a GUI it is essential to cover designs as well as patents, and to know where the IPRs really exist.

There are specialized sources for that and a few AI-based tools already available on the market offering reverse image search, not only browsing the web but also design patent/registration databases. But several classic patent databases too have a coverage of designs that seems to be expanding. In this presentation I would like to examine the state of the art of the information about design patents/registrations included in patent databases, the different search options with particular reference to the “mixed families”, the criteria behind the art of building them and the priority regulations.


Biography - 

Guido is the founder and CEO of Quaestio – Patent Information Partners srl, an Italian firm specialized in providing IP information services to attorneys, lawyers and IP departments of big companies. With more than 30 years of experience as IP information specialist and QPIP, Guido has developed special skills in searching designs prior art and information, testing databases, comparing tools, analyzing classifications. Guido is also a Trademarks and Designs registered attorney before the Italian and the EU Intellectual Property Offices and editor of a virtual special issue of the World Patent Information about Industrial Design Intellectual Property and Information Retrieval.

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Hidden Legal Status; What the National File Inspection Doesn't (Always) Tell You

Stephen Adams, Managing Director, Magister Ltd.

Abstract - 


Patent information specialists are increasingly being called upon to locate data on the IP rights in force in less familiar, more ‘exotic’, countries.  These types of request may challenge our assumptions and our background knowledge about the limits of territorial enforceability of a national or regional patent, into additional jurisdictions.  Although the EPO’s system of extension and validation states is well-recognized and documented in their legal status records, there are other examples across the world where such extensions are not well represented, in either formal documentation or electronic records.  This presentation will dig a little deeper, in order to help information specialists to understand the why, the where, the when and the how of such extension of patent rights.


Biography - 

Stephen Adams is the managing director of Magister Ltd., a UK-based consultancy specializing in patents information. Mr. Adams is a Qualified Patent Information Professional (number 20190044100092) and holds a B.Sc. in chemistry from the University of Bristol and an M.Sc. in Information Science from City University, London, as well as professional membership of the UK’s Chartered Institute of Library and Information Professionals (CILIP) and the Royal Society of Chemistry (RSC). He was the representative for UK user groups on the information sub-committee of the Standing Advisory Committee to the EPO (SACEPO/PDI) for many years, as well as contributing to the work of the Committee on WIPO Standards (CWS) on behalf of the PIUG. He is currently a member of the American Chemical Society’s Committee on Patents and Related Matters (CPRM). He is the author of three editions of “Information Sources in Patents”, the most recent being published in September 2020 by Walter de Gruyter KG. He received the IPI Award in 2012 for outstanding contribution to patent information.

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The Role of IP Offices in Patent Information – A Personal View

Nigel Clarke, Stanfield Clarke Associates

Abstract - 

World Patent Information commemorated four decades years of its founding with a 40th Anniversary Community Meeting in September 2019. One year earlier the European Patent Office celebrated a number of big patent information anniversaries in 2018. This grand conjunction of events provided reasons for me to unearth what turned out to be a rich history of public information about conferred intellectual property rights. The publication obligation has intensified from the beginning, synergistically, symbiotically and inextricably with the evolution of intellectual property systems.

This presentation is a personally researched view of the history of patent information combined with some own experiences of working in an intergovernmental IP office and as a WPI editorial board member for over 20 years. The world has changed a little since 2019, you may have noticed. So I´ll include some subjective observations on the patent information responses of IP offices regarding the COVID pandemic and climate change, and speculate (but not too much) on the future of patent information at IP offices.

Biography - 

In March 2021, I set up an independent consultancy – Stanfield Clarke Associates - operating in the intellectual property space, after 30 years at the European Patent Office, EPO. I am interested in the application of patent analytics to landscaping studies of future and emerging technologies, the evolution of the commercial patent information sector, creating awareness of IP in the STEM community, and the development of IP teaching materials. I am an editorial board member of World Patent Information. I have recently joined the Innovation and Intellectual Property Management lab at the Institute for Manufacturing at the University of Cambridge. I am guest lecturer at Kingston University and Visiting Fellow at Oxford Brookes University. I have chartered memberships of the Royal Society of Chemistry, the Institute of Physics and the Science Council (UK). I have a BSc in physical chemistry and a PhD in Neutron Science both from the University of Exeter.

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IP Data and Insights Unleashed

Caroline Peel, Paul Torpey - Clarivate

Abstract -

As the global innovation landscape changes at a rapid pace, multiple forces are reshaping the consumption and use cases for patent information. In this new landscape, accessibility, speed to insights and the need for clean and structured data are notable emerging factors. During this presentation Clarivate will provide an update on how it enables its customer to ensure that the value of patent intelligence is embedded within the fabric of the organization. Topics covered:

·   Introduction to IP Intelligence. -  Paul

·   Data curation – Content curation process and how Clarivate utilises advanced technology to create smart IP data. -  Caroline 

·   Accessing data through a connected ecosystem – the various ways Clarivate allows its customer to consume IP data. -  Paul

·   Speed to insights through curated dashboard. -  Paul

Biography - 

Paul has been with Clarivate for more than 20 years and has held several roles across the organization. In his current role as Sr. Director of IP Intelligence Products, Paul manages solutions that include Derwent Innovation and Innography. Prior to joining the IP Intelligence team in 2010, Paul spent a significant amount of time in the Science business of Clarivate supporting platforms such as the Web of Science. In his spare time Paul is involved with the National Multiple Sclerosis Society and is a member of the Clarivate Philadelphia cycling team that participates in fund raising activities for MS research and patient care.

Dr. Caroline Peel LLM is the Content Director for IP at Clarivate and has been part of the Clarivate team for 21 years. She joined the Derwent GENESEQ editorial team after completing PhD in Cell Cycle Checkpoints and now leads the editorial teams across the globe curating patent and trademark content for products such as the Derwent World Patent Index, Derwent GENESEQ, Cortelis and the CompuMark suite of products. Caroline graduated from the University of Leicester with a BSc Hons Degree in Biological Sciences (Genetics) and a PhD in Cell Cycle Genetics from the University of Sheffield and completed her Masters in Intellectual Property Law from the University of Edinburgh in 2021.

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Have We Seen This Patent Family Before?

Matt Eberle, BizInt Solutions, Inc.

Abstract -

Since its introduction in 1998, BizInt Smart Charts for Patents has provided tools to help patent searchers build compelling reports. Over the years, new systems and techniques for searching have proliferated.  In this presentation, we will look at the evolution of BizInt Smart Charts capabilities over this time with a case study illustrating different techniques for determining "have we seen this patent family before" when reviewing data from multiple sources.

Biography -

Following over ten years of experience at Wyeth, Pfizer and Sunovion as a Senior Information Scientist and Pharmaceutical Information Analyst, since 2013 Matt has helped BizInt customers use the BizInt Smart Charts and VantagePoint tools to create new solutions to address their challenges and problems. Matt lives outside Boston, MA. Go To Top


PATENTSCOPE Latest Developments and Overview of the Top Features

Sandrine Ammann, WIPO

Abstract - 

Over the years PATENTSCOPE has evolved from a simple search system containing only published PCT applications with limited search functions to a search system containing over 70 national collections on top of the complete published PCT application collection and offering numerous search features, as well as chemical searches such as Markush. The presentation will focus on the newly added data and features as well as a review of the most useful features for patent searchers.

Biography - 

Sandrine joined WIPO as a translator of PCT published application abstracts. After obtaining a degree in management and communications, she moved on with her career and is now responsible for the promotion of the WIPO Global Databases.

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An Overview of Searching for Prior Act

Ron Kaminecki, Kaminecki IP LLC

Abstract - 


Searches have never been required but have been done in an effort to make it easier for a patent application to work its way through the system and end up in a granted patent. Various changes to the law and court decisions over time have dictated what is necessary in order for a patent application to make it through the system with minimal issues. Over time the system has changed, but searching continues on, with changes in technology which will hopefully keep up with changes in patent prosecution. This presentation will look at how these changes have resulted in new ways of looking at searching.


Biography - 

Ron has been involved with technical and patent information beginning with his work at IIT Research Institute and has continued at different information-intensive companies including Dialog, Knight Ridder Information, Thomson Reuters, ProQuest and Questel and Abbott Laboratories. He currently teaches patent searching at the University of New Hampshire Law School and DePaul Law School, both online and in-person. He is a patent attorney with a BS in Chemistry, an MS in Computer Science and a JD with a Certificate in Patent Law and is also a Qualified Patent Information Professional. He is an inventor, a co-author of a NISO standard for an online search language and has worked as an expert witness. He also serves on various boards and committees in the patent community and on urban preservation. In his spare time, he assembles and fixes electric and acoustic bicycles.

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What’s All the Fuss About - A Discussion of Web 3.0 and the Metaverse

Tony Trippe, Managing Director, Patinformatics, LLC

Abstract - 


Web 3.0 and the Metaverse are some of the hottest topics in technology, but what do these buzz words mean exactly. Pundits say these new technologies will change the way people live their lives, entertain themselves and do business. Is this just more hype or will these technologies really be revolutionary? In this presentation, we’ll look at each of these areas and look at how they might have an impact on the patent information profession. In addition, an analysis of the patent landscape for these technologies will be shared.


Biography - 

Anthony (Tony) Trippe is Managing Director of Patinformatics, LLC. Patinformatics is an advisory firm specializing in patent analytics and landscaping to support decision-making for technology-based businesses. In addition to operating Patinformatics, Mr. Trippe is also an Adjunct Professor of IP Management and Markets at the Illinois Institute of Technology teaching a course on patent analysis, and landscapes for strategic decision making. Tony is an influential thought leader in the patent analysis space, wrote the Guidelines for the Preparation of Patent Landscape Reports for the World Intellectual Property Organization, has been named one of the Top 300 IP Strategists by IAM Magazine and is the developer of ML4Patents.com the industry's online resource for the use of machine learning and artificial intelligence in the field of Intellectual Property.

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Use of Temporal Context in Identifying Fundamental Patents

Kevin J. Hess - Patent Analyst/Program Manager, HTS LLC

Abstract-

When assessing the value of patents, many factors have been proposed as contributing to the perceived value, including: claim length, family size, prosecution time, citations, etc. While each has some merit, they do not account for the technology landscape at the time of invention. Consideration of a patent’s temporal context provides insights into how fundamental a patent is its peer group.

A case study is presented to demonstrate approaches to temporal analysis and how the results may be useful in valuation or business intelligence. A technology development curve, or S-curve, is derived for technologies relevant to the subject patents. The relative location of the patents along the timeline suggests how fundamental a patent is to the technology. As a refinement, rejection analysis is used to identify patents that the Examiners consider more fundamental within the peer group. The analysis is useful to benchmark dates for further prior art search. Finally, the assessment of which assignees are leaders within the peer group is determined from analysis of citations and each company’s relative speed of innovation. With each approach, the business decisions that may be supported by the analysis are discussed.

Biography - 

Kevin Hess is patent analyst and program manager at HTS LLC (HighTech-Solutions), a technology firm focusing on intellectual property consulting for the wireless, video, telecommunications, semiconductor, battery, and consumer electronics markets. Kevin is also a subject matter expert and founder at Patent Technics LLC which specializes in patent technical analysis for the semiconductor, LED lighting and display, and additive manufacturing (3D printing) markets.

Kevin’s IP experience has spanned many stages of the IP lifecycle, including: inventing, prosecution support, market analysis and valuation, reverse engineering, claim charting, and licensing/litigation. His areas of interest are patent analytics, IP landscaping and taxonomy development. His industry experience includes R&D and product development positions at Tyrex Corporation, Freescale Semiconductor, Motorola, Huntsman Corporation, Phillips-Sumika, ConocoPhillips, and JemPac, a semiconductor startup. Kevin is a named inventor on over 50 US and foreign patents granted in semiconductors, electronics, and materials. He has published on patent search strategy, semiconductor device design and reliability, and polymer materials formulation. Kevin holds a Ph.D. in Chemical Engineering from the University of Texas at Austin. His interests include music and guitar collecting.

Stu Kaback Business Impact Award

The application process is open. Please note that there is no need to disclose any confidential or business sensitive information in the application.

About the Stu Kaback Business Impact Award

As the PIUG's mission is to "support, assist, improve and enhance the success of patent information professionals", it follows that one of the most important functions the PIUG should serve is to highlight the importance of patent information professionals to their respective organizations and to take a more active role in promoting and encouraging the growth of our profession.

In order to promote the profession and its practitioners, PIUG established in 2013 the annual Stu Kaback Business Impact Award to honor the memory of Dr. Stuart Kaback for his many outstanding accomplishments during his stellar 42 year career at ExxonMobil. As an internationally recognized expert in patent information, a multi-award winner and a prolific writer who inspired an entire generation of patent information professionals, Stu was a deeply respected and greatly loved "force of nature". Stu's unparalleled technical expertise in patent information and a diverse range of chemical and petroleum related technologies provided invaluable support to both R&D initiatives and in the protection of ExxonMobil's intellectual property assets. Stu's accomplishments demonstrate how a patent information professional can be critical to the success of a business.

The purpose of the Stu Kaback Business Impact Award is to recognize the achievements of an individual or a team of individuals who, in performing as patent information professionals, have made a distinct impact on an organization such as, but not limited to, a corporation, university, government agency, a non-government organization or a non-profit organization. A patent information professional for the purpose of this award is a person who searches, analyzes, organizes and/or disseminates patent information, or who designs patent information retrieval systems. A description of the award and the application process is provided below. I encourage you to check out the past winners and to consider applying for this prestigious award or to nominate a colleague who you believe has had a distinct impact on your organization.

Award Package

The PIUG-sponsored award consists of US$1500, a commemorative keepsake, and gratis registration at the PIUG 2022 Annual Conference, an International Conference for Patent Information Professionals. If a team is selected as the award recipient, the award of US $1500 will be divided equally amongst the team members, each member will receive a commemorative keepsake and the gratis registration will be awarded to a team representative, as designated by the team, who will be presented with the award during the PIUG 2022 Annual Conference.

Application Process

The deadline to apply for the 2022 Stu Kaback Business Impact Award is March 4, 2022, 11:59 PM US EST. Applications are welcome from all over the world and should be sent to secretary @ piug.org. Award applicants can either be self-nominated or nominated by another. If a team is nominated, the team members can be from the same organization or from different organizations. If you wish to nominate a patent information professional or a team of patent information professionals for the award, you will need to contact the nominee(s) as the award application requires their input as explained below.

Examples of situations worthy of nomination include, but are not limited to:

  • performance of a patent landscaping project which helped an organization successfully manage a merger, acquisition or partnership;
  • a patent validity search which helped a company avoid or support a major lawsuit or an opposition or revocation proceeding critical to the organization;
  • the development or novel use of a tool or database involving patent information which helped an organization expand into a new market;
  • organizing an advisory board to use patent information to improve a product or service; or
  • assisting a project team with developing new ideas and exploring their patentability leading to a new product, process or service of the organization.

In order to apply for the award, each nominee, including all members of the team, must complete the application form, which includes the nominee's name, mailing address, phone number and email address, as well as the name, mailing address, phone number and email address of a suitable contact for each organization as applicable. At least one nominee must be a current member of PIUG.

The nominee will also need to provide an essay in English not to exceed 1500 words describing the work they did in achieving the accomplishment and explaining the impact that it had on the organization(s) at the time of achieving the accomplishment. In the case of a team nomination, only one essay is required from a team representativeThe work should be generically described without including any confidential or business sensitive information. The selection committee does not need specific details about the work, but rather needs to understand the impact the work has had on the organization. The essay should also highlight how their patent information professional skills were integral to completing the described task.

The application should also include a letter in English signed by an executive or manager from the organization on the organization's letterhead, or in the case of a team nomination, a letter in English signed by an executive or manager from each of the organizations (on respective letterhead) who requested, supervised, or was involved with the work and who can attest to the impact it had on the organization. The manager should also discuss in the testimonial how the unique abilities, talents and/or determination of the nominee(s) made the achievement possible. The successful nominee(s) and the corresponding organization(s) must also agree to permit the announcement of the award recipient(s) and naming of the corresponding organization(s) to take place via several media outlets such as the PIUG website and wiki, social media channels and/or press releases. Any applications that do not meet all of the specified requirements may be disqualified. All decisions of the PIUG, Inc. in connection with the award are final.

In a change from previous years, only nominations submitted by the current year’s deadline will be considered. If you have applied in the past, you are welcome to resubmit your application. Suitable nominations need not necessarily describe recent projects but can depend upon the contemporary impact of their work.

Please submit applications for the award to secretary @ piug.org by March 4, 2022 11:59 PM US EST. I will personally notify the award recipient(s) of their success on or before 31 March 2022.

Kim Miller
PIUG Vice-Chair 2020-2022

Stu Kaback Business Impact Award Recipients

Year Recipient Affiliation Impact on Organization
2013 Carol E. Bachmann 3M Carol was selected as the recipient of the Award for her passion and dedication in creating a current awareness patent tool and database that supports 3M in its business decisions.
2014 Yun Yun Yang, Jonathan Lippy, and Thomas Klose Bristol-Myers Squibb Yun Yun, Jonathan and Thomas were selected as the recipients of the award for their impressive teamwork in using text analytics and data visualization in patent analysis to assess kinase selectivity.
2015 Andrea Davis NuVasive Andrea was chosen for integrating and radically streamlining NuVasive's patent searching workflow; her contribution of due diligence to business development; and her identification of prior art in support of major litigation.
2016 Cynthia Gallagher Pfizer Cynthia received the award in recognition of her and her team's work in creating, standardizing, and sharing with the Pfizer IP department a series of more than 30 guides to searching for patent information on country-specific websites not often covered by commercial databases. These guides, with succinct instructions and caveats, have allowed non-information scientists, such as attorneys, to search for equivalent applications, fee payment information, and availability of full text of a granted patent
2017 Alfred Yip, Anthony Trippe,* Dr. Huang Jinquan, Dr. Koh Yung Hua, Dr. Xie Rongguo, Dr. Annabelle Lim, Dr. Eu Zhi Ang Intellectual Property Office of Singapore, *Patinformatics The team was recognized for the impact of IPOS-I in Singapore’s transformation into an innovation-driven economy, through its “Singapore Patent Landscape Report 2014”. (Press release)
2018 Amy De Costerand, Janet Larsen Kimberly-Clark Amy and Janet were recognized for their work on using process improvement to make handling their search requests more efficient. They implemented a visual management board and a daily stand-up meeting that improved their efficiency significantly.
2020 Martha Yates Bayer Martha was recognized for creating a comprehensive patent portfolio database, which created tremendous value to Bayer, through patent marking and licensing activities. Read the Awards Presentation by Shelley Pavlek and view Martha's Stu Kaback Business Impact Award acceptance presentation highlighting her efforts on Patent Marking
2021 Philippe Ayala, Nicholas Cockroft, Yi Deng, Rodney Fulford, Mark Grabau, Dmitri Polshakov, Donald Swartwout, and Jeffrey Wilson CAS The CAS team was recognized for their Intelligent Prior Art Search (IPAS) tool and the direct impact it had on Brazil’s patent office, the National Institute of Industrial Property (INPI).

Brian Stockdale Memorial Award

The application process is now open for the 2022 Brian Stockdale Memorial Award

About the Award

The annual Brian Stockdale Memorial Award was first presented in 2002 to provide support to new members to attend an Annual Conference. The award was established in honor of the late Brian Stockdale with initial funding by Technology and Patent Research International and Thomson Scientific (now Clarivate Analytics). Anyone new to the patent information profession, having less than 3 years total experience as a patent information professional or currently enrolled in a college or university with a demonstrated interest in pursuing a career in patents, may submit an essay detailing his or her experience and interest in patent information and need for support to attend the Annual Conference. The award consists of registration for the 2022 conference and a year's membership in PIUG. In addition, sponsors of fee-based workshops during the conferences may offer free registration as part of the award package. A list of past recipients and a video of the award presentation for 2021 can be found at https://www.piug.org/stockdale-award.  This year, the winner will also be receiving a free copy of the book, "Information Sources in Patents", donated by Magister Ltd.

Dr. Brian Stockdale

This award is dedicated to the memory of Dr. Brian Stockdale who traveled extensively throughout the world imparting his knowledge of patent searching. Brian's career encompassed positions with Derwent, SmithKline Beecham, and Technology and Patent Research International. As Brian was so well known internationally and trained many patent information professionals, his work was highly regarded. Brian always relished each new search as a new   challenge and loved working with the people in this industry. Brian is dearly remembered by his friends and colleagues most of all for his dry wit, keen intellect, and ease of meeting people and socializing wherever he went. As one of the world's most talented patent information search professionals, he is sorely missed. This is our tribute to his personal dedication in training colleagues, particularly those new to the field of chemical patent searching.

Award Selection Process

The award recipient will be new to the patent information profession, with less than 3 years total work experience in the field of patent information. Alternately, the recipient will be a student currently enrolled in a college or university with a demonstrated interest in pursuing a career in patents, preferably a career in patent information. Potential candidates must submit a short essay, not to exceed 500 words, describing their professional or educational interests, as well as their need for financial assistance with respect to conference attendance. Submissions must include the candidate's name, mailing address, phone number, fax number, and email address as well as a description of his or her patent information experience and current employer/university name and address. The deadline to apply for the 2022 Brian Stockdale Award is March 4, 2022, 11:59 PM US EST. Applications are welcome from all over the world and should be sent to tony@patinformatics.com. We will notify the award recipient(s) of their success on or before March 31 2022 

Anthony Trippe
Brian Stockdale Award Committee Chair

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