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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


The following workshops are being offered in conjunction with the PIUG 2023 Annual Conference.

You must register for each workshop you wish to attend. This can be done when registering for the conference itself. You will need the Virtual Meeting App in order to attend the workshops and that app is only accessible to conference registrants.  Therefore, the workshops listed below are for conference registrants only.  Workshop schedule is subject to change.

NOTE: Conference registrations opened for in-person February 13thVirtual Only attendance will open March 20th.

Sunday, April 30

Host Workshop Title Time (Eastern USA)
LexisNexis Gain Invaluable Insights into Sustainable Technologies 11:00 am - 11:50 am Free to Annual Conf. Registrants
Clarivate TBD  12:00 pm - 12:50 pm Free to Annual Conf. Registrants
Aptean GenomeQuest Complete Search Coverage with Aptean GenomeQuest Sequence & Full Text Document Searching: Mining Key Combinations  1:00 pm -1:50 pm Free to Annual Conf. Registrants
IFI CLAIMS Patent Services Patent Notifications May Be Tedious But They’re Essential. Ignore Them at Your Own Risk. How IFI CLAIMS Incorporates the Ever-Shifting Data Into Its Repository. 2:00 pm - 2:50 pm Free to Annual Conf. Registrants
Minesoft A Familiar Song in a New Key-word: More Efficient Technology Searching Using Full-Text Indexing

3:00 pm - 3:50 pm

Free to Annual Conf. Registrants
BizInt Solutions Create IP Reports Integrating Your Key Sources 4:00 pm - 4:50 pm Free to Annual Conf. Registrants

Wednesday, May 3

Host Workshop Title Time (Eastern USA)
EPO & USPTO  Cooperative Patent Classification (CPC) Searching Workshop 7:15 am - 8:50 am  Free to Annual Conf. Registrants
CAS CAS STNext Patent Forum 9:00 am - 3:00 pm Free to Annual Conf. Registrants

Workshop Abstracts and Biographies

Gain Invaluable Insights into Sustainable Technologies

Nicholas Valentino, LexisNexis Intellectual Property Solutions


As organizations face growing pressure to take sustainability aspects into account across strategic, financial and operational decision making, sustainability is emerging as a new major value indicator. Through PatentSight®, global patent data can be harnessed to provide an important new source to objectively measure and track innovation’s contribution to global sustainability. Get actionable insights into how sustainably focused you and your competitors are using the objective and forward-looking measurement of patents. Identify growth opportunities, gain competitive advantages, support strategic decision making and increase stakeholder engagement and funding. We will take a closer look at the way LexisNexis has mapped patents to the United Nations’ Sustainable Development Goals and how these objective measurements can provide forward-looking indicators of where companies are focusing their attention.


Nicholas Valentino is the Lead IP Customer Success for LexisNexis Intellectual Property Solutions in the US. He 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.

Clarivate Workshop





Currently Not available

Aptean GenomeQuest Workshop

Stephen Allen, Aptean


Aptean GenomeQuest recently expanded our search capabilities to include Full Text Document searching. Along with our best in class sequence searching, we have added the ability to search through 24.7+ million Life Science Patent documents. Working completely within the GenomeQuest system, searchers can compare their data to over 565 million sequences from patents, search keywords in an exhaustive collection of Life Science patents, and combine the data with multiple merge types for analysis. GenomeQuest filters, views, and custom sorts enable searchers to slice through the data to find IP significant to their project. Please join us at the PIUG Annual workshop to see how we have integrated text searching under the Aptean GenomeQuest tool.


Steve Allen joined Aptean GenomeQuest in September of 2017, he is the Senior 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.

Patent Notifications May Be Tedious But They’re Essential. Ignore Them at Your Own Risk. How IFI CLAIMS Incorporates the Ever-Shifting Data Into Its Repository.

Janice Stevenson, Executive Vice President of Client Services


Patent data, unfortunately, is riddled with errors and omissions. Which isn’t exactly surprising if you consider that patent authorities around the world publish hundreds of thousands of documents weekly and post updates to millions of existing records in the same time frame. It’s just a fact of the patenting life—some authority, somewhere, somehow scrambles the data. This workshop will showcase how IFI assists its clients to ensure the data they’re using is the cleanest it can be. We’ll reveal the research we perform on data errors, discuss our deep relationships with the patent authorities and explain how we manage corrections so that our clients don’t make mistakes.


Janice Stevenson, Executive Vice President of Client Services, 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.

A Familiar Song in a New Key-word: More Efficient Technology Searching Using Full-Text Indexing

Andrew Klein, Principle Solution Consultant


A list of keywords, combined with Boolean and/or proximity operators, to conduct a comprehensive and relevant technology search of the patent literature… you know this tune. It's still a classic alongside all the other new releases. Make your search strategies sing a little brighter with new full-text indexing capabilities from Minesoft. We'll cover what we're doing to improve your ability to find mention of numerical quantities, chemical structures, and diseases & therapeutic targets in the full text of patents. The result will be quick ways to make your keyword searching and alerting easier and more efficient. We hope it'll be music to your ears.


Andrew Klein is Principal Solution Consultant at Minesoft. Andrew has a bachelor’s degree in chemistry from St. Olaf College in Northfield, MN (where he also sang in the St. Olaf Choir) and a Master of Library Science degree from Indiana University in Bloomington. Andrew has consulted with corporations and law firms around the world on best practices for using patent intelligence for prosecution, competitive intelligence, technology landscaping, licensing, IP strategy development, portfolio management, and more. In his free time, he sings in a professional choral ensemble called The Singers – Minnesota Choral Artists. 

Create IP Reports Integrating Your Key Sources

John Willmore, VP, Product Development


Come to the BizInt workshop to learn how BizInt Smart Charts for Patents can help you explore the IP universe! John Willmore will discuss best practices for creating reports integrating supported databases (including STNext, Questel, PatBase, GenomeQuest, Derwent Innovation, and Cortellis) including special features for creating IP sequence and chemistry reports. The workshop will cover new developments in BizInt Smart Charts for Patents -- including new support for PatSnap, enhanced support for Minesoft PatBase (including hit highlighting), and new export options for Word and Excel reports -- plus our development roadmap for 2023 and beyond. Plus, there will be plenty of time for your questions and suggestions for future enhancements!


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.

Cooperative Patent Classification (CPC) Searching Workshop

Derris Banks, Christopher Kim, Terrance Mackey, USPTO & José Alconchel y Ungria, EPO


This workshop will provide search strategies using CPC in New Emerging Technology (NET) fields to improve knowledge, skills and efficiency for conducting prior art search. Technology examples such as Aerial Drones, Additive Manufacturing and Laminated Materials will be presented to provide an overview of these fields, demonstrate classification search practice, and share search strategies. This workshop will include Q&A session with USPTO CPC Subject Matter Experts.


Currently Not Available

CAS STNext Patent Forum

Mike Axton, Scott Hertzog, Darryl French, CAS & Jim Brown, FIZ-Karlsruhe


Join CAS to explore the latest features, functionality, and content in CAS STNext. We’ll be hosting an in-person event on Wednesday, May 3 in conjunction with the 2023 PIUG Annual Conference in Alexandria, Virginia. By attending the CAS STNext Patent Forum, you’ll get an inside look at what’s new with CAS STNext, preview what you can expect to see from CAS in the coming year, and get tips and resources from our expert trainers to help you boost the efficiency of your search strategies. Registration is FREE but you are required to sign up using the form below to reserve your spot. Continental breakfast and lunch will be provided.


Mike Axton: Mike is a CAS Customer Success Specialist, supporting federal accounts in North America. He has 9 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.

Scott Hertzog: Scott is a Customer Success Specialist based out of Charlotte, NC and covers the southeast and midAtlantic US. He joined CAS after working as an intellectual property searcher for CAS IP Services, as well as for the Scientific and Technical Information Library within the U.S. Patent and Trademark Office (USPTO). He started his career as a patent examiner in the coating composition art. Scott holds a Bachelor of Science degree in Chemistry from the University of Arizona.

Darryl French: Darryl French has been a proud member of PIUG for three years. After graduate school in chemistry, he worked as a document analyst and structure editor at CAS with a focus on polymeric materials. After a tenure at CAS of four years, he transitioned to working as a STIC searcher at the USPTO in the electrical engineering and chemical arts areas. Once again after four years, Darryl rejoined CAS as a Customer Success Specialist. For the last four years he has trained in such CAS tools as the CAS SciFinder Discovery Platform, CAS STNext, and CAS Scientific Patent Explorer.

Jim Brown: Jim Brown, Jim is presently the Senior Key Account Manager for FIZ-Karlsruhe in the U.S. His current duties at FIZ-Karlsruhe Inc. include sales, customer trainings, authoring workshop manuals and presentations, and representing FIZ at conferences and exhibits. Jim was on the PIUG Board of Directors from June 2010 to June 2012 in the position of secretary; from June 2012 to June 2016 he served on the PIUG Board of Directors as Vice-Chair.

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