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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

PIUG 2014 Northeast Conference

Monday, September 29 to Wednesday, October 1, 2014

The Heldrich Hotel
10 Livingston Avenue
New Brunswick, New Jersey, USA 08901
Main Hotel Phone: +1 (732) 729-4670 | Main Hotel Fax: +1 (732) 729-4672  

Program – Tuesday, September 30, 2014

7:45 AM Breakfast, Registration, and Vendor Exhibits
8:40 AM Welcome and Introductory Remarks
Kim Miller, PIUG 2014 NE Conference Chair
Don Walter, PIUG 2014 NE Program Committee
8:50 AM Better decisions come with more complete data
Anastasia Christianson, BristolMyers Squibb
9:50 AM Product Reviews
10:05 AM Break
10:35 AM Supreme Court Update: Patent Claim Construction - Teva Pharmaceuticals USA, Inc. vs. Sandoz, Inc.
Garett M. Padilla, Esq., Thomson Reuters
11:05 AM Using Patent Information to Support Selection of Nonproprietary Names for Pharmaceuticals
A.J. D'Ambra, Novartis Knowledge Center, Novartis Institutes for BioMedical Research
11:35 AM Product Reviews
11:50 AM Lunch
1:00 PM Keywords and Codes: Successfully Combining IP codes and Keywords for Better Finding
Andy Gillanders, Sealed Air Corporation
1:30 PM NPL Without Tears: Crisis and Opportunity in Nonpatent Literature
Kristine Atkinson, A/A Patent Investigations
2:00 PM Blending Patent and Research Publication Data for Richer Technical Intelligence
Alan L. Porter and Jing Ma, Georgia Tech and Search Technology, Inc
2:30 PM An Examination on the Relevance of Multivariant Analysis on IP Data
Miguel Iglesias, Questel Consulting
3:00 PM Product Reviews
3:20 PM Break
3:50 PM The Future of Patent Findability - The Move to the CPC
Arleen Malley Zank, Way Better Patents
4:20 PM Enhanced Search Power Reveals Trends Impacting Chemical Patents
Brian Sweet, CAS
4:50 PM Closing Remarks, Exhibits Open, Networking
7:00 PM Networking Dinner (registration required)

Conference Abstracts and Biographies

Better decisions come with more complete data


Evidence based decisions in R&D require the availability of the right data from multiple disparate sources, the right tools from a arsenal of tools and systems, the right approaches and processes from a variety of new and legacy organizations, and the right skills and expertise, including scientists who can work across multiple disciplines, all coming together at the right time and in a coordinated fashion. This presentation will describe new approaches to addressing common and new questions and how to leverage disparate data and skills to create valuable new knowledge.

Anastasia Christianson
BristolMyers Squibb


Anastasia Christianson is Head of Translational R&D IT at Bristol-Myers Squibb (BMS) where she is responsible for delivering all IT and information needs for Translational Medicine across Research and Development. Prior to BMS, Anastasia spent 20 year at AstraZeneca Pharmaceuticals in various roles across Discovery and Clinical Development ranging from leading drug projects to establishing Genomics in Discovery and Global Biomedical Informatics in Clinical Development. She has experience supporting the end to end information needs across R&D for functions like Personalized Healthcare, Safety Assessment, Strategy, Portfolio & Performance, Translational Medicine, and multiple therapeutic areas.

Anastasia received her Ph.D. in Biological Chemistry from the University of Pennsylvania followed by postdoctoral training at Harvard University in Cellular and Developmental Biology. Her passion is "data exploitation" for evidence-based decision making.

Supreme Court Update: Patent Claim Construction - Teva Pharmaceuticals USA, Inc. vs. Sandoz, Inc.


This session will discuss the background, current state and implications regarding Teva Pharmaceuticals USA, Inc. vs. Sandoz, Inc. case granted certiorari by the US Supreme Court in March 2014. Teva Pharmaceuticals, the world's largest generic drug manufacturer, appealed to the Supreme Court after the Federal Circuit rejected the District Court's claim construction and invalidated several patents surrounding Teva's multi-billion dollar Multiple Sclerosis drug Copaxone. The question on appeal involves whether an appellate court may review claim construction de novo, as it currently does, or only in cases of clear error, as Federal Rule of Civil Procedure 52(a) requires.

Garett M. Padilla, Esq.
Thomson Reuters


Garett Padilla is a USPTO registered patent attorney and is admitted to practice in Minnesota. He joined Thomson Reuters in 2012 and is currently a Solution Consultant, training users on deriving value from patent information. Prior to joining Thomson Reuters, Garett worked for a St. Paul law firm for two years as an attorney. Garett has an extensive biology and chemical background and prior to law school earned undergraduate and graduate degrees in molecular and cellular biology.

Using Patent Information to Support Selection of Nonproprietary Names for Pharmaceuticals


Adalimumab (Humira®; AbbVie), rosuvastatin calcium (Crestor®; AstraZeneca/Shionogi), pregabalin (Lyrica®; Pfizer), rivaroxaban (Xarelto®; J&J/Bayer): These drugs are among the best-selling in the world, and we've all seen them advertised on TV. Their trade names are catchy, but have you ever wondered how they get their generic names? This presentation will introduce you to nonproprietary (generic) names for pharmaceuticals and the processes by which these names are selected. Then we will look at two case studies, one exemplifying the process for small-molecule drug substances and the other, for a monoclonal antibody, to illustrate the process for biologics. We will focus on the application of general knowledge of patent information and of patent, chemical-substance, and sequence searching techniques to the preparation of requests for INNs from the WHO and USANs from the USAN Council.

A.J. D'Ambra
Novartis Knowledge Center, Novartis Institutes for BioMedical Research


A.J. D'Ambra is a member of the Information Consultancy team in the Novartis Knowledge Center. He is based in East Hanover, NJ, where he commutes daily from his home in the Pocono Mountains of northeastern Pennsylvania. A specialist in chemistry and patent information services, A.J. serves the information needs of internal clients worldwide in all of Novartis's divisions. After spending nearly a decade at the bench as an R&D chemist in the vaccines industry, A.J. has worked as an information professional, primarily in the pharmaceuticals industry, for over 10 years. He has served PIUG as program chair of the 2005 and 2006 NE Conferences, as well as listserve administrator and then associate wiki/webmaster since 2006. A.J. earned his B.A. in chemistry from Trinity University, San Antonio, TX, and his Ph.D. in biological chemistry from the University of Minnesota, Twin Cities.

Keywords and Codes: Successfully Combining IP codes and Keywords for Better Finding


We all know that keyword searching alone is often difficult and not always successful. Coding systems such as IPC, CPC, DWPI codes etc can often be useful for specific inventions - but there are also limitations that need to be understood for them to be used effectively.

When faced with providing a general IP current awareness service to a global R&D organisation the difficulty is compounded as keywords and codes have to be very carefully combined to reduce information overkill whilst at the same time trying not miss key new IP that happens not to use the words and codes that you would expect!

I hope to share my experience and show a practical approach to combining keywords and codes and to explain and overcome some of the strengths and weaknesses in each case.

Andy Gillanders
Sealed Air Corporation


Andy Gillanders has been working in the field of Technology Tracking for Sealed Air Corporation's global R&smp;D organization for at least 25 years and has developed in-house systems to streamline many of these processes. He started professional life as a R&D product development manager - so has first-hand knowledge of what information an R&D professional needs to successfully develop new products taking into account relevant IP.

NPL Without Tears: Crisis and Opportunity in Nonpatent Literature


Several forces are pushing the importance of NPL:

  • Patent examiners are demonstrating increasing dexterity in finding references that render the invention obvious.
  • Spiders and crawling of journals are more extensive and targeting algorithms more meaningful.
  • Many resources once bundled and catalogued in databases are now freely available and unindexed.
  • Oppositions and patent proceedings are beginning to rely on references often older than the inventors themselves.
  • IDS documents can submerge the patent application.

We will look at what constitutes nonpatent literature, the patent law that relates to it, how to find relevant references and how to manage them. Study skills on how to parse a journal article and reference tools such as EndNote and Mendeley will be explored.

Kristine Atkinson
A/A Patent Investigations


Kristine Atkinson holds a doctorate in genetics, masters degree in cell biology, and an undergraduate degree in foreign languages and linguistics. She served as the professional patent searcher responsible for more than half of the technologies of a major medical device company for thirteen years, and is presently the searcher for a pharmaceutical vaccines company specializing in gene sequencing.

Dr. Atkinson has supervised laboratories in electron microscopy, flow cytometry, immunology and protein purification, and has been a professor of legal writing, physiology, immunology, tissue culture and communicable disease. She has worked in both public and private sectors, and is a USPTO registered patent agent. In addition to papers in peer-reviewed medical and life science journals, Dr. Atkinson's presentations on intellectual property knowledge management have ranged from query design to natural language limitations and lossy data acquisition.

Title of presentation Blending Patent and Research Publication Data for Richer Technical Intelligence


This paper tackles two challenges: combining publication and patent information, and extracting topical content. Competitive technical intelligence (CTI) for emerging technologies draws upon both R&D publication and patent searches. Topical content is relatively difficult to extract due to its richness and lack of standardization.

We illustrate a way to blend such information resources to elucidate patterns of emergence. Our case concerns Nano-Enabled Drug Delivery (NEDD). NEDD offers tremendous promise to target delivery of drug and gene treatments. We seek to generate useful CTI by comparing and combining R&D publication and patent indications. We apply "MeSH" subject headings from an NEDD MEDLINE search (via Web of Knowledge) to elicit topical coverage in NEDD patent data (Derwent Innovation Index) - i.e., we import keywords to apply to patent records.

The resulting topical data cast light on major transitions in R&D emphases from a) delivery process development to b) targeting vectors. A technology roadmap illustrates an additional pronounced shift in targets -- from 1) neurodegenerative diseases to 2) cancer -- from 2000 to 2013. We think these findings impact R&D management and IP strategy. Our study extends to explore the degree to which NEDD mechanisms are being applied to multiple diseases and physiological systems (i.e., "platform" development) vs. singular developments targeting specific diseases.

Alan L. Porter and Jing Ma
Georgia Tech and Search Technology, Inc


Alan Porter is Co-director of the Technology Policy and Assessment Center at Georgia Tech. He is author of some 230 articles and books, including Tech Mining (Wiley, 2005). Current research emphasizes R&D profiling & assessment, competitive technical intelligence, and forecasting of emerging technology innovation pathways. He also directs R&D for Search Technology, Inc., Norcross, GA, USA.

Jing Ma is completing her PhD at Beijing Institute of Technology (BIT), and has been a visiting scholar at Georgia Tech for 2013-2014.

This work reflects ongoing collaboration between Georgia Tech and BIT through their "Innovation Co-Lab" formed in 2011, along with the University of Manchester Office of Innovation Research (MIOIR).

An Examination on the Relevance of Multivariant Analysis on IP Data


With the surge of IP litigation and the large payout from court ruling in the last decade, IP-based research has become an essential element of the due diligence activities. With such demand, the market responded with a plurality of service providers each claiming a proprietary method to analyze IP data. However, most of these methodologies are limited to IP-data only and seldom takes market and financial data into consideration. The paper intends to examine the importance of integrating non-IP data into IP analysis and demonstrates the difference in results with an example directed to smart home.

Miguel Iglesias
Questel Consulting


Miguel Iglesias started his career with Questel 9 years ago as a Sales Executive based in Paris, France. Prior to that, after obtaining a Master's Degree in Technical and Economical Translation from the Sorbonne University, Miguel worked as a technical translator specialized in patents. In 2008, Miguel relocated to the United States as Questel's Sales Manager for the Americas and was recently promoted as Sales Director, his current position.

The Future of Patent Findability - The Move to the CPC


USPTO is in the final phases of implementing the new Cooperative Patent Classification (CPC) system designed to "enable users to conduct efficient prior art searches and incorporate the best classification practices of both the U.S. and European systems...." With full conversion to the CPC scheduled to be complete by January 2015, this presentation takes a data focused look at USPTO's progress, the extent to which the CPC statistical mapping tools available to patent practitioners match actual patent examiner practices and how external users will be impacted by the pending implementation, and the future of findability of patent information under the CPC system.

Arleen Malley Zank
Way Better Patents


Seasoned business executive, technologist, and solutions architect with over 25 years experience designing, developing, and commercializing complex information products and services for intellectual property-intense market sectors. Ms. Zank is an intellectual property strategist and IP portfolio analyst with deep understanding of and experience in all aspects of patent and IP portfolio development and management, innovation technology transfer, licensing, monetization, patent landscape analysis, and IP related product and freedom to operate and risk management issues. Ms. Zank is an expert in the USPC and IPC systems and how classification impacts patent findability, prior art searching, and patent validity. She is the Managing Partner of Way Better Patents, a digital information firm chronicling the latest developments in intellectual property, innovation, inventions and patents and the emerging innovation economy. Way Better Patents is one of the NY University GovLab's Open 500, the companies in the US that use open government data to generate new business and develop new products and services.

Enhanced Search Power Reveals Trends Impacting Chemical Patents


Search technology now provides new opportunities to explore and analyze information. Using the advanced search power of new STN®, we will take a fresh look at current trends impacting chemical patents, including evolution of the types and structures of newly disclosed substances, shifts in geographic and classification code distribution, and other emerging areas of interest.

Brian Sweet


Brian Sweet has been a senior product manager at CAS for over twelve years, focusing on STN®'s patent and biomedical content and on STN® AnaVist™. With more than 30 years of experience in the information industry, Brian began his career at BIOSIS, then moved on to Elsevier, where he managed the product development and marketing of Embase and other databases. Brian is a former president of NFAIS and has been active in SLA. He is delighted to be representing CAS at PIUG NE once again this fall.

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