2014 annual conference - bizint smart charts 2014_meetingbook_final.pdfwelcome to the piug 2014...

Patent Information Users Group, Inc.

2014 Annual ConferenceAn International Conference for Patent Information Professionals

April 26 - May 1, 2014

Patent Knowledge & IP Strategy:

To Achieve Business Success

Hyatt Regency Orange County Garden Grove, CA


Meeting Book prepared by BizInt Solutions Inc., a proud sponsor of the 2014 PIUG Annual Conference

Saturday, April 26th, 2014 8:00 am 12:00 pm IP in Africa – Shedding Light on the “Dark Continent” (Stephen Adams) – FEE Garden 4

1:00 pm 5:00 pm Fundamentals of Current Patent Law (Edlyn Simmons) – FEE Garden 4

1:30 pm 4:30 pm EPO Products Roadshow (EPO/Nigel Clarke) Garden 3

Sunday, April 27th, 2014 8:30 am 9:30 am Find better patents faster (Ambercite) Royal B

9:00 am 10:00 am INTELLIXIR Version 9.1: Business Cases for Mining Patents & Non-patent Literature (Intellixir) Royal A

9:00 am 11:00 am From Disclosure to Monetization: Leading You Along the IP Lifecycle (Questel) Royal CD

10:00 am 11:00 am Advanced Patent Analysis and Visualization Using Patent iNSIGHT Pro (Gridlogics) Royal B

10:30 am 11:30 am Maximizing the Derwent Value-Added Features on STN – A Multi-Database Approach (STN) Royal A

11:00 am 12:00 pm PatSeer – Global Patent Database with Many Unique Capabilities (Gridlogics) Royal B

11:30 am 12:30 pm BizInt Smart Charts: Developing a “Cookbook” of Reports & Visualizations (BizInt Solutions) Royal CD

12:00 pm 1:00 pm PatBase Celebrates its 10th Year with a Bevy of Enhancements incl. Legal Status Tools & PatBase Analytics (Minesoft) Royal A

12:30 pm 1:30 pm IP Across Your Enterprise: From Ideation to Licensing (Innography) Royal B

1:30 pm 2:30 pm A Whole New World of Patent Research with ProQuest Dialog™ (ProQuest/Dialog) Royal A

2:00 pm 3:00 pm Multi-device Approach to Deliver Timely and Contextual IP Intelligence (Relecura) Royal B

2:00 pm 3:30 pm Thomson Innovation: Enhanced Sources & Insight 2014 (Thomson Reuters) Royal CD

4:00 pm 5:30 pm PIUG Business Meeting (All conference attendees welcome) Grand Ballroom EFG

6:30 pm 7:30 pm First-Time Attendee Welcome & Orientation Session Garden 3

7:30 pm 9:30 pm Welcome Reception for All Meeting Attendees / Exhibits Open. Sponsored by PIUG Grand Ballroom ABCD

Monday, April 28th, 2014 7:45 am 8:45 am Breakfast. Sponsored by Thomson Reuters; Wisdomain Grand Ballroom ABCD

8:45 am 9:00 am Welcome and Keynote Introduction – Susanne Hantos, PIUG Chair, Davies Collison Cave Grand Ballroom EFG

9:00 am 9:45 am Keynote Presentation – The Past Present & Future of Computer Curation of Patents & Scientific Literature. (Stephen Boyer, Ph.D., Research Solutions for the ChemPharma Industry, IBM Almaden Research Center)

9:45 am 10:00 am Product Updates (BizInt, Minesoft, Questel)

10:00 am 10:30 am Break. Sponsored by GenomeQuest. Grand Ballroom ABCD

10:30 am Session A: Subject Matter Challenges Part 1 – Opening Remarks (Chairperson: Jim Brown, FIZ Karlsruhe Inc.) Grand Ballroom EFG

10:35 am 11:05 am Applying Information Analysis to Business Challenges at 3M (John Arenivar, 3M)

11:05 am 11:35 am Measuring and Modeling Innovation and Collaboration Networks at Chalmers University of Technology, Sweden (Thomas Houze, Georgetown University, Office of Technology Commercialization)

11:35 am 12:05 pm A Way Out of the Crystal Maze (Christian Soltmann, EPO)

12:05 pm 12:15 pm Product Updates (STN, Wisdomain)

12:15 pm 1:30 pm Lunch. Sponsored by PIUG Grand Ballroom ABCD

1:30 pm Session B: Patent Analysis Part 1 – Opening Remarks (Chairperson: Martha Yates, Monsanto) Grand Ballroom EFG

1:35 pm 2:05 pm Making Sense of a Small World (Alan L. Porter, Georgia Tech & Search Technology, Inc.)

2:05 pm 2:35 pm Pharma/Biotech v. Technology Patent Search & Analysis: Similarities & Differences (Dilip Pandya, Qualcomm)

2:35 pm 3:05 pm Multivariate Patent Similarity Detection (Kas Kasravi, Hewlett-Packard)

3:05 pm 3:15 pm Product Updates (Thomson Reuters, GenomeQuest)

3:15 pm 3:45 pm Break. Sponsored by IFI Claims Grand Ballroom ABCD

3:45 pm Session C: Unique Views on IP – Opening Remarks (Chairperson: Lucy Akers, Bristol-Myers Squibb) Grand Ballroom EFG

3:50 pm 4:20 pm Mining the Treasures for Competence: Human Resource & Technology Using Patent Information (Binqiang Liu, University of New Hampshire)

4:20 pm 4:50 pm Hooray for Hollywood – Brief Encounter w/Intellectual Property Rights in the Creative Industries (Stephen Adams, Magister)

4:50 pm 5:05 pm Product Updates (TPR International, IFI Claims, Search Technology)

6:30 pm 10:30 pm PIUG Gala & Awards Dinner. Sponsored by the PIUG Royal Ballroom CDEF

Patent Information Users Group, Inc.2014 Annual ConferenceApril 26 – May 1, 2014 Hyatt Regency Orange County, Garden Grove, CA

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Table of conTenTs

Sponsors and Exhibitors 2

Message from the Chair 3

PIUG Officers & Information 4-5

PIUG Milestones 6

Program & Planning Committee 7

Monday morning speakers 8

Monday afternoon speakers 16

PIUG Service Awards 26-27

Tuesday morning speakers 28

Tuesday afternoon speakers 38

Brian Stockdale Memorial Award 44

Stu Kaback Business Impact Award 45

Wednesday morning speakers 46

Wednesday afternoon speakers 58

Sponsors 74

Attendees (by Name) 82

Attendees (by Company) 85

Exhibit Hall floorplan 87

Hotel floorplan 88

2014 annual conference

An International Conference for Patent Information Professionals

for Patents

BizInt Smart ChartsMeeting Book prepared by BizInt Solutions, a proud sponsor of the PIUG 2014 Annual Conference and developer of

Patent Knowledge & IP Strategy:

To Achieve Business Success

April 26 – May 1, 2014

Hyatt Regency Orange County

Garden Grove, California

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gratefully acknowledges the generous support for the PIUG 2014 Annual Conference provided by our sponsors and exhibitors:

SAP

PH

IRE

BizInt Solutions

Minesoft

Questel

STN

Thomson Reuters

Wisdomain

AM

ET

HY

ST

Evalueserve

GenomeQuest

IFI Claims

Innography

INTELLIXIR

Search Technology/VantagePoint

TPR International

EX

HIB

ITO

RS

Ambercite

EBSCO

European Patent Office (EPO)

Gridlogics

Intellectual Property Publishing House (IPPH)

LexisNexis

Linguamatics

Nordic Patent Institute

PatentVision

ProQuest Dialog

World Intellectual Property Office (WIPO)

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Message from the chair

Welcome to the PIUG 2014 Annual Conference!

We are so pleased that you have joined us in Garden Grove, California to take in the excellent technical program that has been organized and to meet patent information professionals from all over the world.

This year, the conference has drawn attendees from Australia, Canada, China, Denmark, India, Japan, Netherlands, Singapore, Sweden, Switzerland, United Kingdom and the United States. The multi-national attendance reflects the high quality of the conference which in turn is directly attributable to the sincere dedication and immense skill of our generous volunteers.

I would like to thank Andrea Davis, Jim Brown, Ron Kaminecki, Martha Yates, Ken Koubek, Jane Thompson, Cynthia Barcelon-Yang, Denise Fobare-Deponio, Tom Wolff, Tony Trippe, Stephen Adams, Sandra Unger, Kim Miller, Suzanne Robins, Diane Webb, Alison Taylor, Zhifu Shu, Dominic DeMarco, Lucy Akers, Kartar Singh Arora and Edlyn Simmons. All of these volunteers have made heartfelt contributions to make this conference a success. I would also thank our highly efficient and competent conference planner, Ms Erin Fontana of Special D Events Inc., who provided outstanding professional assistance.

I am especially thankful for my fellow Program Committee Co-Chair, Andrea Davis, who is an amazing person to work with as she has an exceptional eye for detail. Andrea’s patent knowledge, organization skills and steadfast determination enabled us to organize a very unique program this year. I am so pleased to see presentations from a variety of technical fields and I sincerely thank all of our distinguished speakers, panelists and workshop providers for sharing with us their knowledge and expertise.

A special thank you goes out to Dr Stephen Boyer, this year’s IPI Award winner, for delivering the keynote presentation. We are also deeply honored to have delegates from the EPO, WIPO, SIPO, IPOS, USPTO and the Nordic Patent Institute participate in the conference. It is important for all of us to

understand how different fields of endeavour use patent information and this conference enables a valuable opportunity to exchange knowledge.

Such an opportunity would not be possible without the generosity of our sponsors. Year after year, the sponsors support this non-profit organization to do what it does best: bring patent information professionals together to learn, share and grow. Without their continued support, the PIUG would not be the organization that it is today.

The sponsors for the PIUG 2014 Annual Conference are BizInt, Minesoft, Questel, STN, Thomson Reuters, Wisdomain, Evalueserve, GenomeQuest, IFI CLAIMS, Innography, INTELLIXIR, TPR, and VantagePoint/Search Technology. The exhibitors at this year’s conference are Ambercite, EBSCO, EPO, Gridlogics, Intellectual Property Publishing House, Linguamatics, Nordic Patent Institute, Patent Vision, Proquest/Dialog, LexisNexis and WIPO. Please accept my sincere and heartfelt thanks to all of you for your generous support. I encourage everyone to visit the exhibit booths and attend the sponsored workshops so that you can learn about the new and exciting products and services that these organizations have to offer.

I wish you an enjoyable time at the conference and that you return safely home having learnt something new.

With kind regards,

Susanne

Susanne Hantos, PIUG Chair 2012-2014

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officers

chair, 2012–2014

Susanne Hantos Davies Collison Cave +612 9293-1000 [email protected]

Vice chair, 2012–2014

Jim Brown FIZ Karlsruhe (302) 376-6425 [email protected]

Immediate Past chair

Anthony Trippe Patinformatics, LLC (614) 787-5237 [email protected]

secretary, 2012–2014

Kimberly Miller Novartis (617) 872-5218 [email protected]

Treasurer, 2012–2014

Ken Koubek Koubek Info Consult. Svcs (302) 252-6045 [email protected]

Director-at-large, 2011-2014

Dominic DeMarco DeMarcoIP (703) 229-8860 [email protected]

Director-at-large, 2012-2016

Cynthia Barcelon Yang Bristol Myers Squibb (609) 818-5515 [email protected]

Past officers

Year chair Vice chair secretary Treasurer

1988–1990 Mike Feider Nancy Lambert Pat Dorler

1990–1992 Edlyn Simmons John Dudinyak Nancy Lambert Pat Dorler

1992–1994 Andy Berks Joseph DiSalvo Nancy Lambert Pat Dorler

1994–1996 Suzanne Elsoffer Vicky Veach Elyse Robinson Pat Dorler

1996–1998 Vicky Veach Sandra Unger Joan Rogers Pat Dorler

1998–2000 Sandra Unger Steve Reynolds Karen Wehner Elaine Campbell

2000–2002 Lucy Akers Ford Khorsandian Sandy Smith Suzanne Robins

2002–2004 Lucy Akers Elyse Turner Sandy Smith Suzanne Robins

2004–2006 Elyse Turner Suzanne Robins Anne Marie Clark Ken Koubek

2006–2008 Suzanne Robins Heidi Stone Ginger DeMille Ken Koubek

2008–2010 Cynthia Barcelon Yang Doreen Alberts Denise Fobare-DePonio

Ken Koubek

2010-2012 Anthony Trippe Denise Fobare-DePonio

Jim Brown Ken Koubek

Patent InformatIon Users GroUP, Inc.The International Society for Patent Information

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about PIUG

The Patent Information Users Group, Inc. (PIUG) – The International Society for Patent Information is a not-for-profit organization for individuals having a professional, scientific or technical interest in patent information. The mission of PIUG is to support, assist, improve and enhance the success of patent information professionals through leadership, education, communication, advocacy and networking. Through this international forum and discussion, we also promote and improve the retrieval, analysis and dissemination of patent information.

The PIUG membership brochure offers concise information about PIUG and its many benefits for the patent information community.

PIUG has over 700 active members representing 27 countries including the United States. The largest concentration of members is from the USA, Europe and Japan. PIUG members are patent attorneys, patent agents, licensing professionals, patent information researchers, patent information vendors, and patent information and documentation experts from the U.S. and abroad.

We have nearly 300 patent information professionals who do patent searching for corporations, over 100 patent information consultants, over 80 patent information professionals who do patent searching for law firms, and about 20 searchers based in academic institutions. We are employed in performing patentability, freedom-to-practice, and validity patent searches for Fortune 500 / multinational companies, leading universities and major IP law firms. In recent years, PIUG members have also engaged in patent information analysis as a strategic innovation tool.

PIUG has an active Discussion Forum that is featured on the PIUG wiki, a global collaborative tool with with over 1800 subscribers worldwide and produce a newsletter twice a year. In addition, we have presence in professional and social networking channels, such as LinkedIn and Twitter. The PIUG newsletter contains members’ articles, salary survey results, search tips, meeting trip reports, and information on patent database vendor and producer developments. Get to know us and meet the PIUG Officers.

Brief History

The Patent Information Users Group (PIUG) was established in 1988. The objective of the group was to create a forum to discuss issues and concerns relevant to the patent searcher community. PIUG promotes the importance of intellectual property, especially patent publications, and most specifically, the computerized patent databases. Since 1988, PIUG has worked with intellectual property database producers and vendors to maintain and to improve the quality of their product from the customer, or user, perspective. Please see the PIUG History page for much more information about PIUG.

Membership Information

Membership is based on the calendar year. Renewals after October 1 are effective until December 31 of the following year. Effective January 1, 2012, the one-year membership fee is $75 (US). A discounted annual membership fee of $35 (US) is available for full-time students, full-time retirees and those unemployed at the time of renewal. We also offer a discounted membership fee to individuals from lower income, emerging countries (as defined by the World Bank).

For a list of membership benefits please visit our website: www.piug.org

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1988• PIUG born; organizational meeting following

IFI meeting• First discussion list on Dialmail

1989• First annual one-day business meeting• First newsletter

1992 • First Northeast (regional) meeting

1995• Technical sessions at one-day annual meeting• Thomson Derwent hosts internet discussion

list

1996 • CAS hosts PIUG website

1998

• First multi-day annual conference focusing on technical topics

• PIUG Service Awards• 500th subscriber to discussion list

1999• PIUG Incorporated, leading to Board of

Directors

2000• First West Coast meeting• Membership over 400

2001 2002

• First non-US based volunteers (Chair, Director, Webmaster)

2002

• Online credit card payments accepted (through PayPal)

• Over 1400 discussion list subscribers• First annual Brian Stockdale Memorial Award

recipient

2003

• Record attendance of 320 at annual conference

• Individual membership exceeded 600 by year end.

2004• Meeting planner hired for annual conference

(2005)

2005

• PIUG Trademark registered in U.S.• Improved online credit card payments (with

Merchant Accounts)• Online membership management (with

123Signup)

2006 • Implemented new discussion list with Listbox

2007 • First Boston Biotech Meeting

2008

• 20th Anniversary• Record attendance of 400 at annual

conference • Strategic Planning Committee established • First five year strategic plan for PIUG unveiled• CEPIUG and PIUG Memorandum of

Understanding signed • PIUG Wiki implemented

2009

• PIUG Wiki Discussion Forum replaced the discussion list

• PIUG Association Manager hired, outcome of Executive Secretary Task Force

• Certification, Training, Mentoring Working Groups - formed by PIUG Education & Training Task Force (PETT)

• International Certification Scheme proposed by Certification Working Group

• Patent Analytics Working Group established• Outreach and Collaboration with Patent

Documentation Group (PDG) initiated

2010

• Bylaws Amendment to Single Membership Category took effect January 1, 2010

• Partnership with WIPO on worldwide patent information training began

• PIUG Fundamentals of Patent Information Course initiated

• PIUG Wiki registrants surpass 1330 • Chinese subchapter is initiated

2011

• PIUG receives an entry in Wikipedia• Quarterly Executive Meeting with CEPIUG

established• PIUG begins partnerships with AIIP, LES, IRF

and AALL• Mock Certification Exams held in conjunction

with 2011 NE conference• PIUG partners with USPTO, EPO and

CEPIUG to support the start of the CPC project

• PIUG Newsletter goes digital

2012

• First Australian elected as PIUG Chair • PIUG Marketing Brochure available in English

and Mandarin• Improved online membership management,

member directory and website platform established (with Wild Apricot)

2013

• 25th Anniversary of the PIUG• First Stu Kaback Business Impact Award

recipient• Mutual Release & Termination signed by

PIUG and PIUG’s association management company

• PIUG Chair delivers keynote speech at EPOPIC’13

• PIUG participates in WIP0’s first Patentscope User Forum and USPTO’s software partnership meeting

2014• PIUG Treasurer celebrates 10 year anniversary • PIUG applies to become a WIPO Observer

PIUG Milestones

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Thank you to these PIUG Volunteers!

2014 Program committee

Program Co-Chairs – Andrea Davis & Susanne Hantos

Members – Lucy Akers, Kartar Singh Arora and Zhifu Shu

2014 Planning committee

Co-Chairs Jim Brown & Ron Kaminecki

Brian Stockdale Award Committee Edlyn Simmons (Chair), Stephen Adams, Ken Koubek, Tony Trippe

Stu Kaback Business Impact Award Committee Tony Trippe, Stephen Adams, Ken Koubek, Sandra Unger and Susanne Hantos

Evaluations Zhifu Shu

Gifts Ken Koubek

Hospitality/First Time Attendee Welcome Suzanne Robins & Member Relations Committee

Meeting Book Diane Webb, Alison Taylor

Photography Sandra Unger

Registration Liaison Ken Koubek

Signage Zhifu Shu

Sponsorship & Exhibits Jane Thompson (Chair), Denise Fobare-Deponio, Cynthia Barcelon-Yang

Webpages Tom Wolff (Webmaster)

Workshops Martha Yates

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Monday morning 8:45 – 10:00 am | Chair: Susanne Hantos, Davies Collison Cave

9:00 am – 9:45 am Keynote Presentation: The Past Present and future of computer curation of Patents and scientific literature

Stephen Boyer, Ph.D., Research Solutions for the ChemPharma Industry, IBM Almaden Research Center

absTracT

Initially, patents and related literature were indexed with text search engines to enable full-text searching of content. These traditional search systems find relevant documents if fed explicit queries, but they do not provide the added value of generating new scientific hypotheses. Technologies have since evolved to selectively identify and cross-correlate specific entities in both text and images of documents. For example, chemicals, genes, and diseases are identified and transformed into appropriate machine-readable formats that are then integrated with similarly processed data from a wide range of sources (databases, web services, journals, clinical trials, etc ). The result is a computer system that searches on molecular structures, gene sequences, and entity attributes to reveal relationships within the contents to be exploited in new ways. These data are then analyzed across multiple sources to build networks that reveal and predict relationships not apparent from the text of historical documents. One goal in the computer curation of text and structures is development of mining technologies to accelerate the discovery of new relationships and properties that are not obvious from directly reading the documents. In sum, the discovery value that results from computer curation across platforms far exceeds the sum of the parts.

bIoGraPhY

In the interdisciplinary area of chemistry and computer science Steve pioneered the use of computers to automatically curate scientific literature and patents, thereby expanding the utility of published information in biomedicine, the physical sciences and intellectual property. More recently, he initiated a collaboration of pharmaceutical industry leaders and international governmental organizations to enhance access and curation of scientific information. This formed not only the basis of a new commercial offering for IBM but also the donation of ~ 2 million molecular structures to NIH as a PubChem deposition. His background combines ten years of experience in the pharmaceutical industry (Ciba-Geigy / Novartis) with 25 years at IBM. He has authored numerous publications and patents in the areas of new drug syntheses and text- and image-analytics.

Stephen was recently announced as the 2014 IPI-Award winner. His BA is from Temple University in Philadelphia and PhD in synthetic organic chemistry from Tufts University.

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The Past Present and future of computer curation of Patents and scientific literatureDr. Stephen Boyer, Research Solutions for the ChemPharma Industry, IBM Almaden Research Center

Monday AM Speakers

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10:35 am – 11:05 am applying Information analysis to business challenges at 3M

John Arenivar, 3M

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Over the last fifteen years, 3M Information Research & Solutions has introduced a variety of information analysis techniques to the technical community in order to help make key decisions on mergers and acquisitions, technology investment, and competitive intelligence. This presentation will describe the increasing role of IP analysis in the innovation process and provide best practices for working with subject matter experts. Working with Intellixir, a suite of analysis and text visualization tools, we can describe success stories in how scientists use information to develop their new products and monitor the competition.

bIoGraPhY

John Arenivar began his professional career as a bench and scale-up chemist in the specialty chemicals field before transitioning to information research in 1995. After working with Teltech (since absorbed into ORC Guideline), John joined 3M in 1997 as a patent information analyst. Currently, John supports several divisions and labs at 3M with technical and patent information searches, and is the department evangelist for patent analysis and visualization.

Monday morning 10:30 am – 12:15 pm | Chair: Jim Brown, FIZ Karlsruhe Inc.

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applying Information analysis to business challenges at 3MJohn Arenivar, 3M

Monday AM Speakers

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11:05 am – 11:35 am Measuring and Modeling Innovation and collaboration networks at chalmers University of Technology, sweden

Thomas Houze, Georgetown University, Office of Technology Commercialization

absTracT

The Graphene Project involved analyzing Chalmers University (CH) related graphene patenting activity in light of the so-called Swedish teacher’s exemption which permits university researchers to pursue patents without informing the university at which they work.

The major hurdle to overcome was how to locate CH graphene researchers, and then use the information found to search the patent database(s) as to determine which graphene patents had at least one Chalmers researcher as an inventor. Later for instance forward citation analysis can be performed to determine which inventors have the most cited inventions within the patent record to help predict the potential commercial or license revenue potential each inventor patents.

The present findings are based on the empirical data obtained from the searches conducted and analyzed for the following aspects: First it reflects on the patterns of CH-patents over time. Second it discusses the findings from the dimension of inventors and sets the background. Third, it presents the findings related to assignees, and proposes tentative insights where university patents are utilized.

bIoGraPhY

Dr. Thomas Houze is a native of New York City, New York who has lived, studied, and worked in Sweden and most recently Wales, UK since he received his Bachelor of Science degree from Stony Brook, New York. Dr. Houze received his PhD, in Cell and Molecular Biology from the University of Gothenburg, Sweden in 1997 in cancer research and molecular immunotherapy; Dr. Houze was awarded an IRTA postdoctoral fellowship in 1997 at the National Institutes of Health (NIH) and trained in Technology Transfer, he subsequently worked as a Patent Examiner at the USPTO. In Sweden Dr. Houze worked as an Independent Patent Consultant; a Consultant at the Holding Company of Gothenburg University; as an Innovation Advisor/IP Analyst for the Innovation Office of Chalmers University of Technology; been involved as an entrepreneur with many university based start-up companies; and earned the Master of Science degree in Business Development from Chalmers University of Technology, Sweden as well as the prestigious Prince of Wales Innovation Scholarship (POWIS) in Wales, UK in 2010. Dr. Houze has written over 21 UK patent applications, and 2 PCTs while a POWIS scholar and has worked with the Noble Prize Laureate Prof. Sir Martin Evans.

Dr. Houze’s research interest centers on the analysis of performance metrics both in academia and the commercial sector with the aim of performing analysis in evaluating groups of scientific actors (countries, regions, universities, departments, and researchers) and the impact of their activity on the basis of bibliographic and even patent database analysis. This knowledge can reveal hidden functional relationships between innovators and scientist, and the corresponding degree of influence these relationships foretell over others in various fields of interest.


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Measuring and Modeling Innovation and collaboration networksThomas Houze, Georgetown University, Office of Technology Commercialization

Monday AM Speakers

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11:35 am – 12:05 pm a Way out of the crystal Maze

Christian Soltmann, EPO

absTracT

2014 is the International year of Crystallography. Crystalline materials play a fundamental role in numerous technical fields, ranging from optics and electronics to chemistry and pharmacy. Identifying patent documents related to specific crystalline materials can be challenging owing to the various ways patent applicants may have characterised their composition and structure.

The European Patent Office offers a large variety of services and products that help to search and analyse patent information. The speech will give an overview of how these services and products can help to cope with challenges and to overcome problems in patent searches and analyses related to crystalline materials.

bIoGraPhY

Christian Soltmann is coordinator for the business use of patent information at the European Patent Office in Vienna.

He holds a PhD in materials science and a MAS in Intellectual Property. After having worked several years as a materials scientist in the field of metals, ceramics and electron microscopy, he specialised in intellectual property and became a patent examiner and patent searcher at the Swiss Federal Institute of Intellectual Property, with an emphasis on data mining and patent statistics for high-tech sectors and emerging technologies. In addition, he has lectured at the Swiss Federal Institutes of Technology in Zurich and Lausanne on intellectual property and IP management.


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a Way out of the crystal MazeChristian Soltmann, European Patent Office (EPO)

Monday AM Speakers

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1:35 pm – 2:05 pm Making sense of a small World

Alan L. Porter, Georgia Tech & Search Technology, Inc.

absTracT

The Innovation Co-Lab – a collaboration of Georgia Tech, Beijing Institute of Technology (BIT), and the University of Manchester – is exploring ways to enhance topical intelligence from patent compilations. Our working case is Nano-Enabled Drug Delivery (NEDD) – an emerging technology that encompasses several subsystems. To analyze content within this complex area, we are pursuing three approaches. In the first, we are exploring ways to combine topical information from different sources: Patent classes (especially, Manual Codes), Title and abstract-use noun phrases, and imported keyword sets [derived from primary Medical Subject Headings (MeSH) terms from MEDLINE search]. We compare what can be gleaned from these three fields separately, and in combination, to improve topical characterization. In the second approach we use a Co-Lab developed algorithm called “Cluster Suite” to further refine text content extracted from the records. This suite of algorithms consolidates noun phrase and title terms to provide more refined topical information. The third approach uses semantic techniques to improve our understanding of how different technologies work within NEDD. R&D activity in major sub-topics is tracked over time. These three approaches provide intelligence on topical emergence and help identify future technology trends and opportunities.

bIoGraPhY

Alan Porter is Professor Emeritus of Industrial & Systems Engineering and of Public Policy, at Georgia Tech, where he remains Co-director of the Technology Policy and Assessment Center. He is author of some 220 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.

Monday afternoon 1:30 – 3:15 pm | Chair: Martha Yates, Monsanto

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Making sense of a small WorldAlan L. Porter, Georgia Tech & Search Technology, Inc

Monday PM Speakers

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2:05 pm – 2:35 pm Pharma/biotech v. Technology Patent search and analysis: similarities and Differences

Dilip Pandya, Qualcomm

absTracT

A veteran of pharma/biotech patent searching enters the technology sector and is pleasantly surprised to find a lot of common patent searching tools and techniques in use – but the similarities end there, as the sheer volume of patents, technology refresh and need for effective tools in technology is no match for pharma.

The long lag time in clinical developments in pharma, and the small, incremental changes in drugs and antibodies present different searching challenges.

It is not uncommon for a company in the technology sector to generate a quarter million patents in twenty years. The speaker will present a case study of mining a large patent portfolio using Thomson Data Analyzer, and the typical deliverables requested by his clients. Frequent use of Excel pivot tables and heat maps are the norm, rather than the exception. Patent data is often merged with other BI data (e.g. market research, SEC, litigation, licensing, M&A, VC funding, non-patent literature etc.) to provide the client a more complete picture of the question at hand.

bIoGraPhY

Dilip Pandya is a patent researcher with over twenty years of experience. In his current role, Dilip is a Manager, Research & Analysis with Qualcomm Library and Information services. In this role, he is responsible for patent search and analysis in support of key strategy groups at Qualcomm. Dilip often incorporates BI/CI information with patent information to create high value reports for his clients.

Initially as bench researcher in immunodiagnostics, Dilip transitioned into a new role as a Patent Examiner, complex biotechnology, at the USPTO. Dilip progressed to the Chief of USPTO Information Branch (Chem/Biotech. Division) where he managed a staff of fourteen. Dilip’s team was responsible for bulk of the sequence searching coming out of the human genome project.

Dilip has also worked in similar roles at Dow Chemical, Johnson & Johnson, Novartis and AstraZeneca. Dilip joined Qualcomm in October 2011.

Dilip received a BSc Honours Degree in Biochemistry from The University of Salford, UK.


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Pharma/biotech v. Technology Patent search and analysis: similarities and DifferencesDilip Pandya, Qualcomm

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2:35 pm – 3:05 pm Multivariate Patent similarity Detection

Kas Kasravi, Hewlett-Packard

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There is an increasing demand for more accurate detection of similarities among patents, leading to better prior art search, market gap analysis, infringement detection, discovery, and litigation support. Ample patent data is readily available, but detection of similarities among patents is difficult, generally resulting in high false-positive and false-negative errors. We describe a multivariate approach for detection of similarities among patents. In particular, the application of text mining, link analysis, and clustering to patent data (text, classification, citations and dates) provides a robust method for higher search accuracy fault-tolerance than keyword searching. Further, visualization of the multiple variables can further assist the patent searchers.

bIoGraPhY

Kas Kasravi is an HP Fellow at Hewlett-Packard, with 30 years of industry experience. His areas of interest are analytics, artificial intelligence, patent law, and invention methodologies; using which, he has developed innovative solutions for clients in diverse industries, including engineering, manufacturing, pharmaceutical, financial, securities, procurement, insurance, and defense. Kas is an inventor, has been awarded thirteen worldwide patents, and has over twenty patents pending. He has published over two dozen technical articles, and one of his projects received an award from the Smithsonian Institute. Kas has BS and MS degrees in engineering , and a law degree with emphasis on intellectual property. He is a Certified Manufacturing Engineer and has ITIL, TOGAF, and Six Sigma certifications. He has taught engineering at several universities in Michigan.


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Multivariate Patent similarity DetectionKas Kasravi, Hewlett-Packard

Monday PM Speakers

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3:50 pm – 4:20 pm Mining the Treasures for competence: human resource & Technology Using Patent Information

Binqiang Liu, University of New Hampshire

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This topic aims to introduce some new ways to deploying patent information.

Firstly, from human resource perspective, a novel method is introduced, which can be used to discover core competency human resources that an interested or targeted entity/corporation has and how they contribute to the technology development for that company. By using a reciprocating/circular co-inventor tracking method, an inventor tree can be achieved where important inventors and technology developing routes in the target company can be visualized. With such information, one can explore further, either from an HR view or technology R&D view. A real-world case study on Mercedes-Benz, a famous automobile manufacturer, will be introduced as an example.

Then, from a technology perspective, a novel way to tracing and uncovering a targeted entity’s technology development route mainly based on Expanded Family Based Citation (EFBC, a non-traditional definition of patent citation) will be introduced. This method is especially useful for some patent systems where patent citation data is not well documented. A Faurecia empirical study is used to demonstrate how this method works, where one can easily find out how Faurecia has managed its patent strategy in one of its sub-field - the automobile seat rail field - in China by visualizing its China patents.

With the two methodologies introduced, key information such as technology development strategies and key human resources can be identified and better decisions can be made based thereupon. However, a further aim of this talk is to call out innovative demands and use of patent information from patent users, more customer-oriented tools from service providers and high quality (raw) patent data from patent agencies all over the world. Only with collective efforts can patent information be better utilized.

bIoGraPhY

Binqiang Liu is current LLM in IP at UNH Law, at Concord, New Hampshire. Before coming to US, Mr. Liu was a patent examiner at SIPO (State Intellectual Property Office of China) for more than 7 years. He has both Bachelor and Master Degrees in Mechanical Engineering and a post-graduate Master degree in China Civil and Commercial Law. He is experienced in patent examination, patent analysis and patent policy study.

Mr. Liu speaks at IP forums and conferences held by various institutions, including Tsinghua University School of Law, Peking University School of Law and China Patent Agent Committee and Industrial Committees. He has also spoken on China Utility Model Patent at the PIUG 2013 Northeast Conference and on SIPO Patent Databases and China Medicine Patent Search at the PIUG 2014 Biotech Conference.

Mr. Liu is a regular writer and has published more than 20 papers on patent related topics published at various journals both in China and in US. He is member of LES (Licensing Executives Society), PIAC (Patent Information Annual Conference) China, PIUG and other associations (ABA, FBA and INTA etc.).

Monday afternoon 3:45 – 5:05 pm | Chair: Lucy Akers, Bristol-Myers Squibb

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Mining the Treasures for competence: human resource & Technology Using Patent Information Binqiang Liu, University of New Hampshire

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4:20 pm – 4:50 pm hooray for hollywood – a brief encounter with Intellectual Property rights in the creative Industries

Stephen Adams, Magister Ltd.

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Many patent information specialists deal with “hard” sciences and technology, whereas historically the “soft” creative industries have been seen as having little interest in, or involvement with, the world of patenting. This presentation will add some insight into how these sectors of industry have developed, particularly since the State Street decision opened the floodgates on software-based inventions and methods of doing business. In addition, certain aspects of trademark and design protection have become extremely competitive (see for example the Apple –v– Samsung litigation surrounding US Design Patents). Patent information specialists may have something to learn about their everyday work by understanding the role of these allied forms of IP right and their business impact.

bIoGraPhY

Stephen Adams is the managing director of Magister Ltd, a patent information consulting company. He has served as Director-at-Large to the PIUG Board 2002–2006, and also held various posts in the UK Patent and Trade Mark Group. He is on the Editorial Advisory Board of the Elsevier journal ‘World Patent Information’, and frequently publishes in this journal and other professional periodicals. He is the author of the last 2 editions of “Information Sources in Patents”, currently published by de Gruyter Verlag in Germany.

Monday afternoon 3:45 – 5:05 pm | Chair: Lucy Akers, Bristol-Myers Squibb

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hooray for hollywood – a brief encounter with Intellectual Property rights in the creative IndustriesStephen Adams, Magister Ltd.

Monday PM Speakers

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PIUG Service Award Recipients(1998-2013)

Pat Dorler In Recognition of Pat’s 10 years of service to the PIUG as Treasurer from the founding of the PIUG in 1988 through May 1998

June 1998

Nancy Lambert In Recognition of Nancy’s 6 years of service to the PIUG as Secretary from the founding of the PIUG in 1988 through May 1994

June 1998

Barbara Burg In Recognition of Barbara’s 3 years of service to the PIUG organizing the PIUG NorthEast Workshops in 1996, 1997 and 1998

April 1999

Adrienne Shanler In Recognition of Adrienne’s 3 years of service to the PIUG organizing the PIUG NorthEast Workshops in 1996, 1997 and 1998

April 1999

Elyse Turner In Recognition of Elyse’s 12 years of service to the PIUG in championing & facilitating Electronic Communications (PIUG Bulletin Board, Electronic Communications Chair, PIUG Web Mistress)

May 2000

Bill Murray In Recognition of Bill’s 2 years of service to the PIUG as Email Sysop May 2000

Suzanne Elsoffer In Recognition of Suzanne’s 13 years of Service to the PIUG: Founding Member of PIUG in 1988, PIUG Chair 1994-1996, PIUG Newsletter Editor 1997-1999, PIUG Newsletter Advisor 2000 -2001

April 2001

Melissa Dicker In Recognition of Melissa’s Service to the PIUG: Organizing the 1st West Coast Workshop (2000, San Francisco) Preliminary Planning and Site Selection for the 1st West Coast PIUG Annual Meeting (2002, San Francisco)

April 2001

Dr. Sandra S. Unger Special Recognition Award in appreciation of her superb leadership and countless contributions above and beyond the call of duty, which have done so much to make the PlUG a preeminent force in the world of Patent Information. Director 2000 – 2002, Chairperson 1998 – 2000, Vice Chairperson 1996 – 1998, Discussion List Sysop 1995 – 1998

April 2001

Elaine Campbell PIUG Treasurer and Membership Chair 1998 – 2000, Redesigned the PIUG Webpages to add graphics 1998, Designed the PIUG Logo 1998, Participated in the Incorporation of PIUG, Co-signed on PIUG’s first Credit Cards

Apr 2002

Tom Stanton In Recognition of Tom’s Service to the PIUG as Chairman of the PIUG Annual Conference Registration and Associated Workshop Registrations, 2001 to 2003

May 2003

Ruth Umfleet In Recognition of Ruth’s Service to the PIUG: Championing the Capture of PIUG Annual Meetings on Videotape and Managing the Distribution of the Videotapes to PIUG Members, 2000 to 2003

May 2003

Elvin Hoel In Recognition of Elvin’s Service to the PIUG: Managing of the PIUG Email Archives, Monitoring Performance, and Troubleshooting Problems, 1998 to 2003

May 2003

Tommy Ebe In Recognition of Tommy’s Service to PIUG in Maintaining and Updating PIUG’s Webpages From 1996 to 2003

May 2004

Ken Koubek In Recognition of Ken’s Service to PIUG as Membership Chairman During a Period of Extraordinary Growth in our Membership from 2001 to 2004

May 2004

Nancy Lambert In Recognition of Nancy’s Service to PIUG as Director and Producer of the IFFI Players 1999 to 2005

May 2005

Rodney Cruise In Recognition of Rodney’s Service to PIUG as WebMaster Extraordinaire 2002 to 2005 May 2005

Lucy Akers In Recognition of Lucy’s Tireless Service to PIUG During a Time of Extraordinary Growth and International Expansion as Chairperson

May 2005

Richard Kurt In Recognition of Richard’s Service to PIUG: Analyzing and Evaluating the PIUG Salary Survey 1999, 2001, 2004, Chairing a Session at the PIUG Annual Meeting, 2006, Chairing the Derwent Committee 2003 – 2006

May 2006

Marty Goffman In Recognition of Marty’s Service to PIUG: Chairing the PIUG NE workshop, 2005, Championing Membership Benefits, Chairing the PIUG email list

May 2006

Helen Yun In Recognition of Helen’s Service to PIUG: Co-Championing the Membership Directory 2003, Co-Chairing the Membership Labels Team 2003 – 2005

May 2006

Cynthia Yang In Recognition of Cynthia’s Service to PIUG: Co-Championing the Membership Directory 2003, Co-Chairing the Membership Labels Team 2003 – 2005

May 2006

Doreen Alberts In Recognition of Doreen’s Service to PIUG as Annual Conference Sponsorship Committee Chair 2005 – 2006, Strategic Planning Committee Chair 2006 – 2007

May 2007

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Kartar Arora In Recognition of Kartar’s Service to PIUG as Annual Conference Exhibits Committee Chair 2004 – 2006 and Annual Conference Program Committee Co-Chair 2007

May 2007

Ric Snead In Recognition of Ric’s Service to PIUG as Creating Web Pages for PIUG NE Workshop 2002 – 2006 and PIUG Annual Conference 2003 – 2007

May 2007

Stephen Adams “Special Recognition Award in Recognition of Stephen’s Tireless Service to PIUG: - Ten Years of Excellent Patent Searching Workshops - PIUG Board of Directors 2002 – 2006 - Voted Favorite Speaker Countless Times”

May 2008

Donna Cooper In Recognition of Donna’s Service to PIUG as Newsletter Editor from 2003 – 2004 and Annual Meeting Brochure Editor 2002 – 2008

May 2008

Mark Hutcherson In Recognition of Mark’s Service to PIUG as Newsletter Editor Extraordinaire 2004 – 2008 May 2008

Denise Fobare-Deponio

In Recognition of Denise’s Service to PIUG as Annual Conference Sponsorship Committee Member, 2005 – 2007and Annual Conference Sponsorship Committee Chair, 2008 – 2009

May 2009

Qin Meng In Recognition of Qin’s Service to PIUG as PIUG Boston Biotechnology Meeting Founder and Planning Committee Chair, 2007 – 2009

May 2009

Tom Wolff In Recognition of Tom’s Service to PIUG as Webmaster, 2006 – 2009, Discussion List Moderator, 2006 – 2008 and Electronic Communications Committee Chair, 2008 – 2009

May 2009

Robert Austin In Recognition of Rob’s Service to PIUG as Popular Workshop Presenter and Speaker at PIUG Meetings Since 1999, Advisor for the First Boston Biotechnology Meeting, 2007 and Boston Biotechnology Meeting Program Committee Member, 2007-2009

May 2010

Terri Dockter In Recognition of Terri’s Service to PIUG as Annual Conference Program Committee Member, 2000, Annual Conference Session Chair, 2002-2003 and Annual Conference Program Committee Co-Chair, 2004-2006

May 2010

Martha Yates In Recognition of Martha’s Service to PIUG as Annual Conference Gifts Committee Co-Chair, 2005-2007 and Annual Conference Workshop Committee Chair, 2008-2010

May 2010

Susanne Hantos In recognition of Susanne’s service to PIUG as Education and Training Task Force - Certification Working Group Chair, 2008-2011

May 2011

Kristine Atkinson In recognition of Kris’ service to PIUG as Education and Training Task Force - Training Working Group Co-Chair, 2008-2011

May 2011

John Zabilski In recognition of John’s service to PIUG as Education and Training Task Force - Training Working Group Co-Chair, 2008-2011

May 2011

Zhifu Shu In recognition of Zhifu’s service to PIUG for his contributions to the PIUG Northeast Conference including as member of the Program Committee (2005 - 2007), Planning Committee Co-chair (2008 - 2009) and Planning Committee Chair (2010 - 2011)

May 2012

Jane Thompson In recognition of Jane’s service to PIUG for her contributions to the PIUG Annual Conference including at the Registration Desk and participation in the Sponsorship Committee as a member (2008 - 2009), Co-chair (2010) and Chair (2011)

May 2012

Rick Williams In recognition of Rick’s service to PIUG for his contributions to the PIUG Biotech Meeting Program Committee, by taking responsibility for web pages (2008 - 2012) and funding and workshops (2012) and organizing of dinners for PIUG members in the Boston area

May 2012

Christine Geluk In recognition of Christine’s service to PIUG for her contributions as founding member of the PIUG Biotechnology Meeting Planning Committee responsible for registration, sponsorship, workshops and public relations for all of the PIUG Biotechnology Meetings since their inception and for evaluations for PIUG 2013 Biotechnology Meeting

April 2013

Monica Weiss-Nolen

In recognition of Monica’s service to PIUG for her contributions to the PIUG Biotechnology Meeting as Program Committee Chair (2011-2012), Workshop Committee Chair (2013), and Planning Committee Co-Chair (2014)

April 2013

Suzanne Robins In recognition of Suzanne’s dedicated service to PIUG as PIUG Treasurer (2000-2004), Vice-Chair (2004-2006), Chair (2006-2008), Immediate-Past-Chair (2008-2010), Member of the Biotechnology (2007-2008) and Northeast (2011-2012) Conference Program Committees, Strategic Planning Committee Member (2011-2012), and PIUG Member Relations Committee Chair (2012-present)

April 2013

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9:05 am – 9:35 am automated Patent obviousness Detection

Kas Kasravi, Hewlett-Packard

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We describe a semantic analysis approach for automated detection of obviousness in patents and prior art. Detection of patent obviousness is generally a hard problem, since it involves finding a set of relevant documents that when combined together subsume the claims of a target patent. Generally, our solution addresses the challenge of combinatorial document matching based on partial semantic similarities. Specifically, we propose a text mining solution that extracts and analyzes inventive elements, and discovers a set of prior art that only in combination match a target document such as patent, a patent application, or an invention disclosure. Our approach, based on combinatorial document matching, yields good results when applied to semantic analysis of the first independent claim of patents, therefore promises to save time and resources in patent prosecution, discovery, and litigation.

bIoGraPhY

Kas Kasravi is an HP Fellow at Hewlett-Packard, with 30 years of industry experience. His areas of interest are analytics, artificial intelligence, patent law, and invention methodologies; using which, he has developed innovative solutions for clients in diverse industries, including engineering, manufacturing, pharmaceutical, financial, securities, procurement, insurance, and defense. Kas is an inventor, has been awarded thirteen worldwide patents, and has over twenty patents pending. He has published over two dozen technical articles, and one of his projects received an award from the Smithsonian Institute. Kas has BS and MS degrees in engineering , and a law degree with emphasis on intellectual property. He is a Certified Manufacturing Engineer and has ITIL, TOGAF, and Six Sigma certifications. He has taught engineering at several universities in Michigan.

Tuesday morning 9:00 am – 12:15 pm | Chair: Ron Kaminecki, Notre Dame University

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automated Patent obviousness DetectionKas Kasravi, Hewlett-Packard

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9:35 am – 10:15 am analytics Panel – Patent counsels’ Views on Patent analytics/citation analysis

Moderator – John Arenivar, 3M

absTracT

How do patent attorneys use patent analytics and patent citation based analysis to address business needs? A panel of senior patent counsel from leading multi-national corporations including Qualcomm, Sony and CoreLogic will be discussing their views. The moderated panel will cover the benefits, traps and place of analytics in IP decisions. Questions to the panel can be submitted prior to the conference or posed directly to the panel during the event.

PanelIsTs

Peter J. Gluck, Partner, Brown Rudnick LLP focuses upon patent/IP diligence internally and externally for major mergers and acquisitions and has favorably settled multiple controverted intellectual property matters. During his career within the Baxter International/Edwards Life Sciences organization, Mr. Gluck developed patent portfolios for licensing and enforcement, including one acquired by Medtronic for $37.5 million in the abdominal aortic arena, and another stent portfolio, which was later sold for $140 million to Bard (the LIFESTENT® Program). Mr. Gluck has several federally reported patent and trademark cases, has issued/granted in excess of 1,000 patents and speaks and publishes regularly on intellectual property topics.

Milan Kapadia, Head of Patent Prosecution, Patent Counsel, CoreLogic Inc. has over 10 years of experience in intellectual property law including being a former Patent Examiner at the United States Patent & Trademark Office. He worked for major intellectual property law firms in Washington, D.C. and Orange County, prosecuting and managing patent portfolios of Fortune 300 companies to small startup companies. Furthermore, Mr. Kapadia spent one year living in India on a Fulbright fellowship researching changes to India’s software patent law. Currently, Mr. Kapadia is Patent Counsel for CoreLogic, a spin-off of a Fortune 300 company, where he is head of the patent prosecution program and is responsible for monitoring all patent rights in the US and throughout the world. CoreLogic is based in Irvine, CA and is a leading property information, analytics and services provider in the United States and Australia.

Frederick J. Zustak, Director of Operations, Intellectual Property, Sony has a JD from Santa Clara University School of Law, an MS in Industrial Engineering from Stanford, and BS degrees in Chemical Engineering and Chemistry from UC Davis. His first professional incarnation was with IBM in 1977 as a process engineer tasked with designing cutting edge processes for the manufacture of hard disks. After having become proficient in design of experiments, process control, and statistical analysis, Mr. Zustak ventured his second incarnation as a patent attorney in 1992 after having finished many long nights in law school, as a junior associate in a law firm. While his time in law firms was invaluable, Mr. Zustak decided to avoid therapy, and departed his law firm phase by going in-house at Sony Corp in 1997. He established the intellectual property practice for Sony in San Diego in 1998, now the headquarters for Sony Electronics. Applying his process, and statistical analysis experience to an in-house patent practice, has resulted in the implementation of an extensive knowledge management system, as well as portfolio management system.


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analytics Panel – Patent counsels’ Views on Patent analytics/citation analysisModerator – John Arenivar, 3M

Tuesday AM Speakers

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10:45 am – 11:15 am empirical Instruction obtained from Dojo-style school Program for Patent Information Map analysis (PIMa) During 8 Years in Japan and current Japanese situation

Tsutomu (Ben) Kiriyama, Hayabusa International Patent Office

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An effective Pseudo-Experience of Patent Information Map Analysis(PIMA) in Japan is explained. This program has been improved in seven years. 95% of participants are statistically satisfied with activities and have almost attained their initial purposes. They spent totally 190 hours to practice for PIMA under the same theme on online DB along the best processes accomplished in the past. This is really a Pseudo-Experience obtainable from experienced advisers. Each group challenges to verify his IP strategy (hypothesis) through flag-Patent Information and makes a final presentation publically.

Items Time (hrs)

Test Preparation 30

Regular Meetings 30

Home-tasks 10 x 10 = 100

Extraordinary meetings 30

Total 190

bIoGraPhY

Tsutomu Kiriyama is a guest researcher of Japio. He is also Chair of PDG of INFOSTA (Information Science Technology Association in Japan). He is also a schoolmaster of PIMA school of Raytec.Co. He is also an adviser of HAYABUSA(falcon) INTERNATIONAL PATENT OFFICE.


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empirical Instruction obtained from Dojo-style school ProgramTsutomu (Ben) Kiriyama, Hayabusa International Patent Office

Tuesday AM Speakers

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11:15 am – 11:45 am Machine learning approaches for Quantifying and Predicting Patent Quality

Yan Liu, University of Southern California

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The number of patents filed each year has increased dramatically in recent years, raising concerns that patents of questionable validity are restricting the issuance of truly innovative patents. For this reason, there is a strong demand to develop an objective model to quantify patent quality and characterize the attributes that lead to higher-quality patents. In this paper, we develop a latent graphical model to infer patent quality from related measurements. In addition, we extract advanced lexical features via natural language processing techniques to capture the quality measures such as clarity of claims, originality, and importance of cited prior art. We demonstrate the effectiveness of our approach by validating its predictions with previous court decisions of litigated patents.

bIoGraPhY

Yan Liu is an assistant professor in Computer Science Department at University of Southern California since 2010. Before that, she was a Research Staff Member at IBM Research from 2006. She received her M.Sc and Ph.D. degree from Carnegie Mellon University in 2004 and 2007. Her research interest includes developing scalable machine learning and data mining algorithms with applications to social media analysis, computational biology, climate modeling and business analytics. She has received several awards, including NSF CAREER Award, Okawa Foundation Award, ACM Dissertation Award Honorable Mention, Best Paper Award in SIAM Data Mining Conference, Yahoo! Faculty Award and the winner of several data mining competitions, such as KDD Cup and INFORMS data mining competition. She has published over 60 referred articles and served on program committees of SIGKDD, ICML, NIPS, CIKM, SIGIR, ICDM, AAAI, COLING, EMNLP and as co-chair of workshops in KDD and ICDM. Her work is supported by federal funding agencies such as NSF and DARPA, and industries such as Yahoo! and ExxonMobil.


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Machine learning approaches for Quantifying and Predicting Patent QualityYan Liu, University of Southern California

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11:45am - 12:15pm Visualizing Innovation Pathways and Technology Development concentrations: a new Global Patent Map and overlay Map Technique

Luciano Kay, University of California Santa Barbara

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This presentation describes a new global patent map approach that represents all technological categories, and a method to locate patent data of individual organizations and technological fields on the global map. This overlay map technique can support competitive intelligence and policy decision-making. The global patent map is based on similarities in citing-to-cited relationships between categories of the International Patent Classification (IPC) of European Patent Office (EPO) patents from 2000 to 2006. This patent dataset, extracted from the PATSTAT database, includes more than 760,000 patent records in 466 IPC-based categories. We compare the global patent maps derived from this categorization to related efforts of other global patent maps. To illustrate the kind of analytical support offered by this new approach, the presentation discusses examples based on the overlay of nanotechnology-related patenting activities of companies and different nanotechnology subfields on to the global patent map. The exercise shows the potential of patent overlay maps to visualize technological areas and potentially support decision-making. Furthermore, this presentation shows that IPC categories that are similar to one another based on citing-to-cited patterns (and thus are close in the global patent map) are not necessarily in the same hierarchical IPC branch, thus revealing new relationships between technologies that are classified as pertaining to different (and sometimes distant) subject areas in the IPC scheme.

bIoGraPhY

Luciano Kay is a Postdoctoral Scholar with the Center for Nanotechnology in Society at University of California Santa Barbara (CNS-UCSB) and a Research Associate with The Georgia Tech Program in Science, Technology and Innovation Policy (STIP) at the Georgia Institute of Technology. He does policy research and analysis in economic development, science and technology (S&T) and innovation policy topics. Luciano has focused mainly on bibliometric and patent analysis with particular application to corporate strategies in emerging fields such as nanotechnology. His most recent work includes the development of global patent maps and patent map overlays as a means to visualize the innovation landscape and benchmark companies, countries and technological fields with research and development (R&D) management, policy analysis and competitive intelligence purposes. Luciano has also investigated unconventional incentives for innovation such as prizes. His book “Technological Innovation and Prize Incentives. The Google Lunar X Prize and Other Aerospace Competitions” (Edward Elgar, 2012) presents case study findings and develops theoretical and practical implications for the design, implementation and evaluation of prize competitions, offering insights to entrepreneurs, professionals and other individuals or organizations interested in this phenomenon. Luciano’s work has been published in international scholarly journals, books and book chapters and policy reports. He has worked on S&T projects with a number of governments and organizations and provided expert input to studies such as the U.S. National Nanotechnology Initiative PCAST reports to the U.S. President and Congress. Luciano holds a Ph.D. in Public Policy from Georgia Tech.


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Visualizing Innovation Pathways and Technology Development concentrationsLuciano Kay, University of California Santa Barbara

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2:35 pm – 3:05 pm searching the future’s challenges now

Barbara Miller, Novartis Institutes for BioMedical Research, Inc.

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Have you seen the new smart watch commercials, which feature classic TV and movie scenes showing people communicating via wrist devices? The point of these commercials is that the future is already here – the question is: are we as patent searchers ready for it? If you were asked to do a search around a technology new to your company, how would you go about it? How do you ensure that you are finding the relevant information to enable decision making? Obviously, you need to have a good method to quickly identify key concepts, retrieve relevant results, and present the results efficiently and effectively to your client. This talk will focus on one such method. Using a case study on 3-D biological printing, we will discuss how to narrow a broad request into a manageable question, and focus on methods for analyzing and presenting the search results. We will also discuss when to use this type of method as well as the types of searches for which it might be useful. By developing new ways of thinking about how we search, we as patent searchers can be ready for the future’s challenges now.

bIoGraPhY

Barbara Miller is currently the US Regional Head of the Search and Analytics Team at the Novartis Institutes for Biomedical Research (NIBR) in Cambridge, MA. Prior to joining Novartis in August of 2009, she was an Information Scientist at Pfizer in Groton, CT, where she supported a variety of research and development teams by providing literature, patent, regulatory, and competitive information. Barbara began her searching career at the Pfizer facility in Ann Arbor, MI, in 2001 as a biopatent searcher after completing a postdoctoral fellowship at the University of Michigan. She has a PhD in Biological Sciences from Emory University in Atlanta, GA, a MS in Regulatory Affairs and Quality Assurance from Temple University, and a BS in Chemistry from Rhodes College in Memphis, TN.

Tuesday afternoon 2:30 pm – 5:00 pm | Chair: Yateen Pargaonkar, Chevron

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searching the future’s challenges nowBarbara Miller, Novartis Institutes for BioMedical Research, Inc.

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3:05 pm – 3:35 pm searching for Post-grant events in the life of a Patent

Kartar Singh Arora, Landon IP

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This presentation will focus on techniques for finding legal status of granted patents and published patent applications. More and more legal status data is now available online. Most patent granting authorities such as USPTO, SIPO, JPO, EPO and others provide a large amount of legal status information on their respective web sites. Legal status of patents is also available from free internet search engines such as Google as well as subscription based patent information providers. Real life examples of finding legal status of some well-known patents, recently filed patent applications and some obscure patents from different patent offices will be presented. Challenges of navigating online patent information to arrive at reliable information will be highlighted in view of author’s experience in this area

bIoGraPhY

Kartar is an intellectual property professional with technical knowledge, expertise and skills in intellectual property management, patent law, innovation, commercialization, licensing and business development. He is presently working as a Patent Analyst at Landon IP on searching, analyzing and reporting patent, technical and business information. Kartar also advises on development and protection of intellectual property from his vast experience in this area.

Kartar is a Registered Patent Agent with experience in patent prosecution, drafting of patent applications, monitoring and coordination of patenting activities and patent management systems. Kartar holds a Ph.D. in Polymer Science and Chemistry from the University of Michigan. He has industrial experience in development and improvement of products and more than twenty five years of successful career in R&D functions of major chemical companies including BASF and Henkel. His work has resulted in several patents and technical publications.


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searching for Post-grant events in the life of a PatentKartar Singh Arora, Landon IP

Tuesday PM Speakers

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4:20 pm – 4:50 pm Intellectual Property Protection strategies for nanotechnology

Kevin Noson, Fernandez & Associates, LLP

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Innovative techniques employing nanotechnology have realized explosive growth akin to the development of biotechnology. Hence, nanotechnology will be expected to have wide market applicability over myriad industrial sectors, including biotechnology. This growth and applicability will require careful consideration of intellectual property (IP) rights and protections for these new and exciting nanoscale endeavors. This presentation will equip inventors and potential investors with the tools and wherewithal to navigate through this period of exponential growth and opportunity in nanotechnology. More specifically, topics within the presentation will include basic IP definitions and strategies, including a brief review of relevant case law, and the potential impact of recent developments related to patent law reform.

bIoGraPhY

Kevin Noson is a registered patent agent and completed his NIH Postdoctoral Research Fellow training at Harvard University. Mr. Noson received his Ph.D. in Organic Chemistry from the University of California, Santa Barbara, CA.


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Intellectual Property Protection strategies for nanotechnologyKevin Noson, Fernandez & Associates, LLP

Tuesday PM Speakers

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Brian Stockdale Memorial AwardThe 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 Thomson Reuters).

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 up to $1500 to cover travel and expenses plus registration in the conference, provided by PIUG. In addition, sponsors of fee-based workshops at the conferences may offer free registration as part of the award package.

This award is dedicated to the memory of Dr. brian stockdale who travelled 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 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.

Recipient Affiliation Year

Svetlana Korolev University of Wisconsin, Milwaukee 2002

Victoria Bramfitt Avantium Technologies 2003

Eric Giannella Stanford University 2004

Antoine Blanchard Paris-Grignon National Institute for Agronomy 2005

Meredith Saba Indiana University 2006

Martin Wallace Raymond H. Fogler Library, University of Maine 2007

Julia Parker Biosearch Sleuth Services 2008

Eulàlia Pinyol Ollé Laboratorios Almirall 2009

Kevin Manning Ticona (now at Arkema Inc.) 2010

Julia Heinrich Sanofi-Aventis 2011

Jody Hoesly University Of Wisconsin-Madison 2012

Justin Foley University of Michigan 2013

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Stu Kaback Business Impact AwardAs 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, The Stu Kaback Business Impact Award has been established by the PIUG, Inc. in Honorable 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 or disseminates patent information or designs patent information retrieval systems.

The PIUG sponsored award consists of US $1500, a commemorative keepsake and gratis registration at the PIUG 2014 Annual Conference, an International Conference for Patent Information Professionals..

Recipient Affiliation Year

Carol E. Bachmann Advanced Technical Specialist at the Information Research & Solution division of 3M

2013

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9:05 am – 9:35 am Update on the Unitary Patent – a View from the Information specialist

Stephen Adams, Magister Ltd.

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Much has been debated and published about the latest proposal for a new form of European intellectual property right, to be called the Unitary Patent. However, most of the discussion has centred around the legal aspects (especially the court structure) and less attention has been paid to how the documentation will develop over time. This presentation will give an up-to-date review of how the scheme will work in practice, and what information will be made available to the general public, together with some hints on how to interpret it during patent search work.

bIoGraPhY

Stephen Adams is the managing director of Magister Ltd, a patent information consulting company. He has served as Director-at-Large to the PIUG Board 2002–2006, and also held various posts in the UK Patent and Trade Mark Group. He is on the Editorial Advisory Board of the Elsevier journal ‘World Patent Information’, and frequently publishes in this journal and other professional periodicals. He is the author of the last 2 editions of “Information Sources in Patents”, currently published by de Gruyter Verlag in Germany.

Wednesday morning 9:00 am – noon | Chair: Thomas E. Wolff, Wolff Information Consulting

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Update on the Unitary Patent – a View from the Information specialistStephen Adams, Magister Ltd.

Wednesday AM Speakers

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9:35 am – 10:15 am Patent searching Panel: What Patent attorneys Want When It comes to searching and reporting search results

Moderator - Zhifu Shu, ExxonMobil

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Have you ever wondered what patent attorneys look for in a search and the search report? A panel of senior patent counsel from a variety of technological backgrounds including both chemical and computer technologies will be discussing their views on the quality of patent searches in support of patent drafting, prosecution, opposition and litigation.

The moderated panel will cover attorney expectations, frustrations and preferences of the whole spectrum of patent searches. The panel is aimed at opening communication lines between patent attorneys and patent information professionals and informing both sides about the challenges associated with searching and search reports. Questions to the panel can be submitted prior to the conference or posed directly to the panel.

PanelIsTs

David Bailey, Partner, Kauth, Pomeroy, Pecj & Bailey is a founding partner of KPPB LLP. KPPB is a boutique intellectual property law firm that specializes in developing and enforcing IP portfolios on behalf of venture backed startup companies and universities including Caltech, Stanford, and UCLA. His practice primarily involves advising a clientele of high technology companies on a range of patent, copyright, trademark, and Internet related issues. Mr. Bailey also has extensive experience in guiding KPPB’s clients through diligence processes associated with fundraising, acquisition and successful IPO. Mr. Bailey holds degrees in Electrical Engineering and Law from The University of Melbourne and is admitted to practice in California, New York, and before the USPTO.

Silvon Kalminov, Director of the Canon U.S.A. Inc., Intellectual Property Division is responsible for managing the Division’s day-to-day patent prosecution work, which includes overseeing both the patent prosecution and administration departments. Mr. Kalminov also provides support on patent litigation matters, contract matters, and general U.S. patent law related advice to various domestic and international Canon companies and subsidiaries. Mr. Kalminov is a current member of the California State Bar Intellectual Property Section, and a past Chair, Vice Chair, Secretary, general Executive Committee Member, and Patent Group Chair of the Section. In addition to his J.D., Mr. Kalminov has a BS in Electrical Engineering.

Jennifer Yancy, Patent Attorney, Yancy IP has worked in the IP field since 1998 at local intellectual property law firms and was a shareholder at a firm for several years. She founded the firm Yancy IP Law, PLLC in 2010 where she focuses on various phases of patent and trademark law with an emphasis on chemical and medical applications. Ms. Yancy graduated with a Bachelor of Science degree in Chemical Engineering from Bucknell University in 1995. She attended law school at George Mason University focusing her studies on intellectual property law. During school, she concurrently worked as a patent researcher conducting patentability, infringement, and validity searches. Ms. Yancy became a patent agent in 2000 and a member of the Virginia State Bar in 2002. In 2007, she was admitted to practice before the Supreme Court of the United States.


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Patent searching Panel: What Patent attorneys Want When It comes to searching and reporting search resultsModerator - Zhifu Shu, ExxonMobil


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10:45 am – 11:15 am a Patent system ontology for facilitating retrieval of Patent related Information

Kincho Law, Stanford University

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The recent years have seen a tremendous growth in research and developments in science and technology, and an emphasis in obtaining Intellectual Property (IP) protection for one’s innovations. Information pertaining to IP for science and technology is siloed into many diverse sources and consists of patents themselves, court litigations, scientific literature, and more. Although a great deal of legal and scientific information is now available online, the scattered distribution of the information, combined with the enormous sizes and complexities, makes any attempt to gather relevant IP-related information on a specific technology a daunting task. This paper describes a knowledge-based software framework to facilitate retrieval of patents and related information across multiple diverse and uncoordinated information sources in the US patent system. Specifically, a patent system ontology is designed to facilitate cross-domain retrieval. The system is demonstrated using a document corpus, which covers selected issued US patents, court litigations, scientific publications, and patent file wrappers in the biomedical technology domain.

This work is a joint research with Prof. Jay Kesan of College of Law at University of Illinois, Urbana-Champaign, Dr. Gloria Lau, Consulting Associate Professor at Stanford University and Senior Data Scientist at LinkedIn, and Mr. Siddarth Taduri, formerly a Graduate Student at Stanford University.

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Kincho Law is a Professor of Civil and Environmental Engineering at Stanford University. His research and professional interests focus on the design and development of software tools to facilitate engineering and enterprise information integration and management. Since 2000, he and his research team, with projects sponsored by the National Science Foundation and the National Institute of Standards and Technology, have been actively involved in internet (web service) computing, legal and regulatory informatics, compliance assistance and ontology-driven information retrieval. His research in the e-government domain has been awarded the Best Research and Practice Paper Award at the 6th International Conference on Electronic Governance (ICEGOV), Albany, New York, October, 2012; the Meritorious Paper Award on the Foundations of Electronic Governance, 4th International Conference on Electronic Governance (ICEGOV), Beijing, China, October, 2010; and the Best Research Paper Award, 9th Annual International Conference on Digital Government Research (dg.o2008), Montreal, Canada, May 2008. Prof. Law was the recipient of the 2011 Computing in Civil Engineering Award awarded by American Society of Civil Engineers.


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a Patent system ontology for facilitating retrieval of Patent related InformationKincho Law, Stanford University


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11:15 am – 11:30 am The Use of Patent Information to support M & a Decisions

Miguel Iglesias, Questel

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The role of Patent Information in major corporate decisions is increasing in visibility and value. Patent analysis and visualization of data is required in providing this type of support.

Patent Information Users must present data in accurate and accessible ways to support many high stake decisions. We will examine a case study in which a patent professional supports a Merger/Acquisition study for a major corporation. The use of Patent Visualization tools will prove essential.

In the end, the legal and technical facts we provide about IP assets inform the business decision.

bIoGraPhY

Miguel Iglesias started his career with Questel 10 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 and was promoted as Questel’s Sales Manager for the Americas, his current position.


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The Use of Patent Information to support M & a DecisionsMiguel Iglesias, Questel


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11:30 am – 11:45 am Minesoft Milestones! here We Grow again!

Doug van der Zee, Minesoft

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We take a look at the latest developments across Minesoft’s product range, from PatBase enhancements to the recent integration of PatentOrder with Tempus IP services, and introduce you to the growing sales and support team in the USA.

bIoGraPhY

Doug van der Zee joined Minesoft in October 2013 as Director of Business Development, North America. Having worked in the information aggregation and publishing industry since 1992, most recently for EBSCO Publishing and Wolters Kluwer Health/Ovid, Doug brings extensive experience to lead the Minesoft team in the USA. He has worked with clients ranging from small to medium firms to some of the World’s largest corporations. Doug’s experience with all industries makes him ideally suited to work with clients and his team in the patent field.


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Minesoft Milestones! here We Grow again!Doug van der Zee, Minesoft


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11:45 am – noon The next 30 Years: sTn® celebrates and looks to the future

Rainer Stuike-Prill, STN

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As we celebrate the 30th anniversary of the launch of STN this year, we look back at what has changed, what has stayed the same, and what it means for the future of STN and professional patent searching. Many aspects of patent law, search technology and content have evolved significantly over the last three decades. The core objective of IP searchers to efficiently and comprehensively gather and analyze relevant publications is still fundamentally the same - and the commitment of STN to meet those objectives by providing the best available content collection, powerful search functionality, and reliable partnership is still the same today as when STN launched in 1984. As we look to the future, we embrace with great excitement the opportunities that new STN provides to ask questions differently, explore data in new ways and meet the ever-evolving needs of current and future generations of IP professionals.

bIoGraPhY

Rainer Stuike-Prill is Vice President of Marketing & Sales at FIZ Karlsruhe. He joined FIZ Karlsruhe in 1993 and has extensive experience in patent and chemistry information. He held various positions in marketing and sales, including product management of the DWPI on STN, customer training and key-account management. In his current position, he is responsible for the marketing of all FIZ Karlsruhe product lines and for worldwide sales. Rainer Stuike-Prill has a Ph.D. in Chemistry. He graduated from the University of Oldenburg, Germany and the University of Georgia, U.S., in Organic and Computational Chemistry. Prior to joining FIZ Karlsruhe he worked as a postdoctoral fellow in Denmark.


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The next 30 Years: sTn celebrates and looks to the futureRainer Stuike-Prill, STN


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1:05 pm – 1:35 pm recent Developments at the ePo

Heiko Wongel, European Patent Office

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As the Patent Office for Europe, the EPO treats a large number of patent applications and manages vast amounts of patent information data. An update from a patent information perspective will be given among others on latest developments in areas like the unitary patent and products and services related to legal and procedural data.

bIoGraPhY

Heiko Wongel is Director of Patent Information Promotion at the European Patent Office in Vienna. The task of his team is to enable the understanding and the effective use of patent information by informing and supporting users of patent information products and services. He holds a degree in physics from the University of Hamburg, Germany, where he worked in the field of applications of synchrotron radiation. He joined the EPO in The Hague in 1990 as a patent examiner in the field of electro-optics. For several years he was responsible for the management of the EPO’s classification systems. From 2009 to 2010, he was acting Director of Classification.

Wednesday afternoon 1:00 pm – 2:35 pm | Chair: Sandra Unger

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recent Developments at the ePoHeiko Wongel, European Patent Office

Wednesday PM Speakers

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1:35 pm – 2:05 pm PaTenTscoPe & ePcT: new features and Developments overview

Magdalena Zelenkovska, World Intellectual Property Organization

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Discover the World Intellectual Property Organization’s achievements and advances towards the goal of delivering free electronic patent information and management services to the world.

Being the store-front of patents at the click of a button PATENTSCOPE brings you national, regional and international patent collections in a multilingual environment. Sophisticated analytical tools give you the power to quickly find and process information.

Enriched with new data collections PATENTSCOPE faces up to the challenge of keeping up with the ever growing need for complete and quality data for the global patent information community.

Learn about the methodologies and technologies that WIPO uses to effectively integrate and enrich its national data collections.

Find out how Patentscope and ePCT empower the applicants, offices and all the users of the services to easily and promptly get valuable information and help them learn from PCT and national patent applications.

bIoGraPhY

Magdalena Zelenkovska is a software engineer working at the World Intellectual Property Organization (WIPO) in Geneva, Switzerland. She has been responsible for data management of the PATENTSCOPE National Patent Collections since its inception in 2007.

Magdalena has been working for International Organizations since 2001 and her previous experience includes working for the International Organization for Migration. Her professional experience spans over fourteen years of continuous involvement in architecting of large data driven systems.

Magdalena received her Master’s degree in Information Technology from the University of Liverpool, UK, and she holds a bachelor in Computer Engineering.


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PaTenTscoPe & ePcT: new features and Developments overviewMagdalena Zelenkovska, World Intellectual Property Organization


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2:05 pm – 2:35 pm activities & Progress of Patent Information retrieval contest (PIrc) in Japan

Izumi Tsuzuki, Committee of the Online Patent Retrieval Contest in Japan and Sakae Nakamura, Asahi Kasei Corp.

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The Patent Information Retrieval Contest has been held annually in Japan since 2007 and the organizer was changed from INPIT to IPCC at the beginning of April 2013.

We had about 200 participants at the last contest on October 26th, 2013. The participants use the PC/online databases at the examination venues to find answers to specific patent search questions. We have been trying to improve our new methods during these two years. For example, the contents of the questions have been changed, two examination levels (basic and advanced) have been prepared, team competition has been introduced, etc. The past two years have been very important for our activities. For the participants and those who were interested in PIRC, feedback seminars were held and textbooks for the past questions were published.

As two of the vice chairpersons for more than 6 years, we introduce our activities for PIRC including the feedback seminars.

bIoGraPhIes

Izumi Tsuzuki worked for Maruzen for more than 10 years as an instructor of Dialog Information System and patent databases. After leaving that company, she joined a patent office in Osaka. After some years, she joined KMK Digitex and G-Search, which were providing information systems and agents of Dialog. From April 2005 to March 2014, she was an associate professor at the Graduate School of Intellectual Property of Osaka Institute (OIT) in Japan. She is one of the vice chairmen of the committee of the Online Patent Retrieval Contest organized by IPCC in cooperation with OIT and JAPIO. She holds a Ph.D. in physical chemistry from Kyoto University in Japan.

Sakae Nakamura joined in Asahi Kasei Corp. in 1985. In 1989, she was transferred to intellectual property department and responsible for patent acquisition and licensing business concerning health care and fiber. Later, she held a post in technical information search division under intellectual property department of Asahi Kasei Group established in 1998, and was promoted to a director for the division in 2006. In this role, she was in charge of providing training on information search and utilization for researchers in addition to specific searching. She also headed a division supplying consulting services on information search and information analysis in diverse industry. From 2006 to 2008 she was a lecturer at the graduate school of the University of Kyoto and the graduate school of the University of Tokyo’s University of Agriculture and Technology. In the last three year , she was a visiting lecturer at Yokohama City University. She is also a frequent speaker at other universities concerning search and patent information analysis.


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activities and Progress of Patent Information retrieval contest (PIrc) in JapanIzumi Tsuzuki, Committee of the Online Patent Retrieval Contest in Japan, and Sakae Nakamura, Asahi Kasei Corp.


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3:10 pm – 3:40 pm To collaborate or not to collaborate: The case study of stem cell research in Israel

Talya Ponchek, University of Haifa, Israel

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The purpose of the proposed paper is to examine the link between collaboration and innovation. The method that was developed to do so aims to tie the methodology of patents bibliometrics and the realization that forward citations is a proxy for innovation with theoretical literature on collaboration.

Innovation policy is a source of economic growth. It is the main driving force of employment and income growth as well as national economic welfare and global competitiveness. While the importance of innovation is well established, the question that still remains is what mechanism should be employed to foster innovation.

One of the mechanisms discussed in the literature is the initiation of collaboration. Promoting collaborations and data sharing has become a pressing subject in recent years, and the subject of many discussions and reform initiatives around the world. Similar reforms were initiated in Israel under the supervision of the Office of the Chief Scientist of the Ministry of Industry, Trade and Labour. In the stem cell field in Israel however these initiatives are scarce.

However, it is not entirely clear whether collaboration is the appropriate mechanism to foster innovation. The literature is somewhat divided as to collaboration as a tool to generate innovation - collaboration vs. silo structure (i.e., organizations working individually).

The empirical evidence is based on data collected on stem cell research in Israel. The method presented in the proposed paper aims to measure innovation using patents forward citations as a proxy for innovation. Forward citations are references to patents (cited patents) made by future patent applications (citing patents). The method is based on the seminal work of Prof. Manuel Trajtenberg which was the first to conclude that forward citations serve as an indicator of the innovative impact of the patented invention. Prior to this paper no attempts were made to explore the connection between the number of forward citations per patent and the identity of the collaborators in the organizational level. In this also lies the innovative strength of the proposed paper.

The paper ends with an attempt to translate the results of the analysis to implications for current policy innovation, especially patents law.

bIoGraPhY

Talya is a doctoral candidate at University of Haifa, Faculty of Law, and a research fellow at the Haifa Center for Law & Technology (HCLT), Israel. Talya earned both her LL.B. and LL.M. in Law & Technology from University of Haifa, Faculty of Law. She participated in several projects funded by the Israeli Ministry of Science, Technology and Space. Talya was awarded the 2006 Aladdin Award for outstanding paper in law and technology and the 2008 Annual Martin Adelman Fellowship in Intellectual Property. During 2011 Talya was a visiting academic at University of Alberta School of Public Health, Canada, funded by the Israel Association for Canadian Studies Graduate Fellowship.

Wednesday afternoon 3:05 pm – 5:00 pm | Chair: Kristin Whitman, Landon IP

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To collaborate or not to collaborate: The case study of stem cell research in IsraelTalya Ponchek, University of Haifa, Israel


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3:40 pm – 3:55 pm Understanding the science and art of IP Value to help optimize IP strategy

Bob Stewart, Thomson Reuters

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IP is becoming more global and complex, putting increasing demands on time and resources. Search, analysis, IP management, IP administration, licensing decisions, preparation and prosecution: all are important components of an organization’s IP process. IP Valuation is an important part of this process that needs both quantitative and qualitative analysis. Like other forms of property, the value of intellectual property is determined by what the buyer is prepared to pay for its perceived value, and what the seller is willing to accept. This is ultimately decided by negotiation. However, before a settlement can be reached, there is much that can be done to substantiate the value of an intellectual property.

From the seller’s viewpoint, being able to place the IP accurately on the competitive landscape is critical to establishing how important the IP is, and hence its perceived market value. On the buyer’s side, the accurate assessment of the market position held by the IP on the technology landscape against competition will help determine whether this is a blocking technology, or whether it can ultimately be worked around. In all cases, IP information and analysis tools play a central role in preparing the groundwork and basis for negotiation between both parties. Join us as we use a case study analysis to illustrate how applying the right IP information and analysis tools and the use of high quality patent data, can help organizations to accurately assess the importance of their IP, and hence the current and potential market value of that IP and optimize their overall IP strategy.

bIoGraPhY

Bob Stewart is a 24-year veteran of the information industry. Currently Senior Planning Manager for the Product and Services Strategy group, Innovation and Asset Management, Bob began his career in information with Dialog in 1990 as a chemical content specialist for the southwestern US, holding a variety of sales, training and marketing positions at Dialog until moving into his current role at Thomson Reuters in 2008. He holds a degree in chemistry and is a member of the American Chemical Society, Patent Information Users Group (PIUG) and Strategic and Competitive Intelligence Professionals (SCIP).


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Understanding the science and art of IP Value to help optimize IP strategyBob Stewart, Thomson Reuters


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3:55 pm – 4:10 pm creating a recipe for legal status reports

John Willmore, BizInt Solutions, Inc.

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Reporting the legal status of a collection of patents, whether the members of a family or a portfolio, is full of challenges. Using data from a variety of sources we will explore how to create a recipe to slice, dice, and bake legal status data into meaningful reports.

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 20 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 BS in Electrical Engineering from Rice University and over 20 years experience in software development. John plays amateur ice hockey and is an American Kennel Club judge for earthdog, dachshund field trials, and agility.


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creating a recipe for legal status reportsJohn Willmore, BizInt Solutions, Inc.


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4:10 pm – 4:25 pm a Wave of change: looking Inside actionablePatents

Ilsoo (Bryan) Kim, Wisdomain

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Professional patent information users of all disciplines face one common challenge within their fields: extracting valuable intelligence from raw data. In an ever-changing industry, it is often difficult to keep up. ActionablePatents has been created to help users overcome challenges, while growing with the waves of change.

Taking a look inside ActionablePatents, it is more than just a simple patent search and analysis tool. ActionablePatents is an IP intelligence system that helps view market changes and helps project where the flow of technology is heading.

bIoGraPhY

Ilsoo (Bryan) Kim is the CEO and founder of Wisdomain providing a patent search, analysis, and report generating platform. Accumulating patent data in the IP marketplace is a valuable information source for formulating competitive IP strategies and making critical decisions. Knowing this, he has worked more than 15 years tying IP and IT together by developing value added IP databases and data analysis tools based on powerful algorithms that enable IP professionals to maximize their business intelligence from vastly growing information sources. As a result he has successfully completed several in-house IP system projects with Fortune 500 companies. He also developed a Web-based IP intelligence reporting system that provides an automated IP data mining solution. Recently he invented patent valuation algorithms by combining patent and financial data to provide fact-based patent values. Before Wisdomain he worked for IBM and Microsoft in Korea as an IT specialist. He holds an MS and BS in Engineering from Seoul National University.


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a Wave of change: looking Inside actionablePatentsIlsoo (Bryan) Kim, Wisdomain


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4:25 pm – 4:55 pm Patent licensing & negotiation strategies

Paul Germeraad, Intellectual ASSETS Inc™

absTracT

This presentation addresses the methods and tools used throughout the licensing process. This starts with tools to identify which patents to license in or out, followed by finding potential licensing candidates. The process however is not done until a deal is closed, so equally important will be the methods and tools used to support licensing negotiations, both win-win and adversarial. Both database mining and human decision support methods and tools will be presented, so patent professionals can add value to each high value management decision along the licensing activity workflow.

bIoGraPhY

Paul Germeraad is a results-oriented business executive with over 20 years of experience in creating business value, based on effective integrated business, R&D, and intellectual property strategic planning, management, and monetization. A well-respected member of the R&D and Licensing community, providing leadership in the development of cutting edge IP assessment and valuation tools, Dr. Germeraad’s professional tenure includes:

• Chief Operating Officer, Aurigin Systems, Inc.• Vice President, Corporate Research, Avery Dennison Corporation.• Vice President and Trustee/Board Member, Licensing Executive Society (USA-Canada and

International).• Chairman and Board Member, IRI (Industrial Research Institute). Co-recipient of the Industrial

Research Institute Maurice Holland Award 2009 for R&D Technology and Innovation.• Member and Speaker, Gathering I, Association of Managers of Innovation, Society of Competitive

Intelligence Professionals, Management Roundtable• Instructor and Speaker at Executive Programs for CalTech, University of California Berkeley,

University of Southern California• BA, University of California, San Diego; LLB, La Salle Extension University; PhD, Chemistry,

University of California, Irvine

Dr. Germeraad holds 15 U.S. patents and applications, 24 foreign counterparts, is contributing author to two books and author of over a dozen refereed articles.


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Patent licensing & negotiation strategiesPaul Germeraad, Intellectual ASSETS Inc™


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sapphire sponsors

BizInt Solutions 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.

CAS/STNThe choice of patent experts, only STN offers access to trusted scientific and technical information including the authoritative chemistry content from CAS and patent content from Thomson Reuters’ Derwent World Patents Index® and the various INPADOC databases on a single platform. Celebrating its 30th anniversary this year, intellectual property professionals and patent examiners at the world’s major patent offices and research organizations rely on STN for their information needs. STN is operated jointly by CAS and FIZ Karlsruhe worldwide.

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Minesoft Minesoft creates and provides products and solutions for the patent information sector, including PatBase, a US and international searchable full-text and bibliographic database, PatentArchive, Patent Tracker, and PatentOrder, providing linked archives, legal and competitor tracking & alerting services & patent document delivery by Internet and for Intranets. Minesoft serves leading corporations, Patent Offices and patent attorney firms worldwide.

QuestelQuestel is world leader in Intellectual Property information providing the most comprehensive collection of patent databases matched with a wide array of tools and services covering the Intellectual Property Lifecycle. The lifecycle scenarios include Patent Landscaping and Analysis, ensuring IP Clearance and Freedom-to-Operate, Prosecution, Patent Valuation and Licensing. Questel has been focusing on its core business Intellectual Property Information since its inception in the early 1970’s. Since 2007, Questel has been supported by the leading European mid-cap Private Equity investor, Syntegra Capital.

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Take a front row seat to your competitors’ strategy

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sapphire sponsors (continued)

Thomson ReutersThomson Reuters is the world’s leading source of intelligent information for businesses and professionals. We combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial, legal, tax and accounting, scientific, healthcare and media markets, powered by the world’s most trusted news organization. Our Scientific knowledge and information is essential for drug companies to discover new drugs and get them to market faster, for researchers to find relevant papers and know what’s newly published in their subject, and for businesses to optimize their intellectual property and find competitive intelligence.

WisdomainWisdomain provides a comprehensive search and analysis tool with innovative solutions to increase search efficiency and precision. Wisdomain re-interprets global patent databases from a whole new angle and creates services to help companies track the changes of technology and trends in an industry. Our major service ActionablePatents boasts an intuitive UI that allows users to seamlessly navigate big patent data quickly and easily with access to powerful search filters to help users improve workflow, while increasing output.

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THOMSON INNOVATIONMORE THAN EVER, LEADING IN GLOBAL PATENT INTELLIGENCE AND COLLABORATION

Gain unique insights with Thomson Innovation. Make more confident IP decisions with the most trusted global patent data, scientific literature and business information integrated with powerful analytics and easy-to-use workflow tools.

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PatentPricing

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amethyst sponsors

Evalueserve Evalueserve is a global specialist in knowledge processes with a team of more than 2,700 professionals worldwide. Evalueserve analyzes, improves and executes knowledge-intensive processes and leverages its proprietary technology to increase efficiency and effectiveness. With dedicated on-site teams and scalable global knowledge centers in Chile, China, India, Romania, the UAE, and the US, we provide multi-time zone and multi-lingual services.

GenomeQuestGenomeQuest enables life science companies to search worldwide patent literature for DNA and other biological sequences. Its database, GQ-Pat, is the largest repository of such patented sequences. IP professionals and law firms use GenomeQuest to perform freedom to operate, patentability, 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 sciences organizations.

IFI CLAIMSIFI CLAIMS® provides global patent information and value added content through the CLAIMS Direct Web Service. CLAIMS Direct is the developer friendly patent API providing search and XML document downloads under simple licensing terms. We are the first choice for developers, analysts, and information professionals seeking to create compelling, scalable applications and analytics solutions that include patent data.

InnographyInnography provides better answers to questions about intellectual property to help organizations improve their business results. Innography’s proprietary software suite combines unique correlation and visualization technologies to enable users to quickly gain valuable insights for managing, extending and exploiting their patent portfolios. Founded in 2007 and based in Austin, Texas, Innography is the world’s premier Intellectual Property Business Intelligence (IPBI) provider.

Sponsors

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We’ve added massively to our team and have been manually curating tens of thousands of non-ST.25 documents since early 2013.

If you’ve ever doubted, GQ-Pat is now for sure the most comprehen-sive database for biological sequence IP on the planet.

If you’re searching any other database, you’re missing patented inventions in GQ-Pat.

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Sponsors

amethyst sponsors (continued)

INTELLIXIRINTELLIXIR develops INTELLIXIR System, a Web application for technologic, scientific and competitive intelligence purposes dedicated to organizations eager to transform the cost of structured information into a high valuable decision. Studies on patentability, detection of emerging trends, identification of major players, the search for partners, or the development of periodic indicators are the main applications offered by the INTELLIXIR System.

VantagePointVantagePoint text mining software helps Patent Analysts create technology landscapes and profiles of potential partners/competitors using deep bibliometrics on search results from patent, scientific, technical, and business databases . Expanding the reputation as “Serious Software for Patent Analysts,” VantagePoint Version 8 features a powerful new tabular data view, new graphical visualizations, and user-defined reusable templates for the Super Profile macro. Visit our table to see a demonstration, and ask about a 30-day trial of the new VantagePoint Version 8.

TPR InternationalTPR International bolsters information teams with supplementary coverage and expertise in patent and literature searching and analysis. Each member of our search team brings 10-15 years of trusted in-house experience covering topics across the pharmaceutical, biotechnology, medical device, and engineering sectors. Furthermore, TPR can go beyond databases and provide you with literature found in local languages at libraries, universities, and patent offices in places like Japan, China, Russia, Brazil, and other key regions for your company’s invalidity or FTO objectives.

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Attendees by name

Adams, Stephen Magister LtdAlentorn, Rosa IFI CLAIMS Patent ServicesAlfutaimani, Sager King Abdulaziz City Sci & TechAllen, Amantha LexisNexisAmmann, Sandrine WIPOArenivar, John 3M CompanyArora, Kartar Singh Landon IPBadharadinne , Veeresha Shell Technology Center Badrossamay, Mohammad Saint-GobainBailey, David KPPBBarbarow, Jennifer Chevron OroniteBarcelon Yang, Cynthia Bristol-Myers SquibbBeers, Matthew Ocean Tomo, LLCBialy, John AshmarIPBowman, Kelly TPR InternationalBoyer, Stephen IBMBrager, Barry Perception PartnersBrown, Jim FIZ KarlsruheBurgess, Lora CASBuzzanga, Joseph IEEECady, Larry IFI CLAIMS Patent ServicesCampbell, Tracy Reed TechCareil, Jean-Michel INTELLIXIRChen, Qiang Cheng, Yugong Eli Lilly Cherry, Peggy Irell & ManellaChessler, Betsy Morrison & FoersterChiba, Cathy Dauratus Research Inc.Chow, Jomay Abbott LaboratoriesClager, Michael Procter & GambleClark, Diane Stepan Co.Clarke, Dr Nigel European Patent OfficeComeaux, Christopher Saint-GobainCooper, Donna USPTOCorrales, Joseph QuestelCummins, Gary Fiz-Karlsruhe,Inc.D’Ambra, A. J. NovartisDanko, Anthony ProQuestDavis, Andrea NuvasiveDel Pego, Nickolas QualcommDemarco, Dominic DeMarcoIPDickens, David CPA GlobalDuberman, Josh Pivotalinfo LLCEnglert, Austin QuestelEvans, Robin Foley & LardnerFanslow, Mary Eastman ChemicalFessel, Brian CASFisher, Donna Biomeasure, Inc.Floyd, Chappy EBSCO

Frey, Paul Search Tech/VantagePointFroehling, Patrick Thomson ReutersGallagher, Jennifer InnographyGarcia, Maria Jones DayGermeraad, Paul Intellectual Assets, Inc.Gillanders, Andy Sealed Air CorpGluck, Peter Brown Rudnick, LLPGrant, James NovartisGunter, Brooke Thomson ReutersHantos, Susanne Davies Collison CaveHarada, Manabu Japan Assoc Intl Chem InfoHarrold, Cinda CASHartung, Lone Hauser, Craig Henderson, Colleen IP.comHickey, Judy IFI CLAIMS Patent ServicesHinton, Andrew LinguamaticsHoesly, Jody University Of Wisconsin Houston, Sandra CASHouze, Thomas Georgetown UniversityHull, Jonathan Ricoh Innovations Corp.Iglesias, Miguel QuestelIshikawa, Takuei Asahi Kasei Janiyani, Kamala Johnson, Ed USPTO - RetiredJohnson, James The Chamberlain GroupJohnson, Susan Boston ScientificJones, Trudi TPR InternationalJovic, Florence Gilead SciencesJudd-Paternostro, Deborah BASFKadota, Yumi Hitachi Chemical Co., LtdKalminov, Sivon CanonKaminecki, Ron Kapadia, Milan CoreLogicKasravi, Kas Hewlett-PackardKay, Luciano UCSBKhorsandian, Ford TPR InternationalKim, Daniel Wisdomain, Inc.Kim, Jandy Kiriyama, Ben JapioKlose, Thomas Kobayashi, Thom InnographyKomaki, Hatsumi PanasonicKoomullil, George Koubek, Kenneth Koubek Information Cons Svcs Krabbe, Ellen Bemis Company, Inc.Law, Kincho Stanford UniversityLebeau, Susan LinguamaticsLee, Eric Wisdomain, Inc.

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Lerch, Janet Li, Yan MonsantoLin, Wenyu Intell Prop Off of SingaporeLinder, Elliott Lippy, Jonathan Liu, Binqiang UNH School of LawLiu, David Shell Oil CompanyLiu, Jiao Liu, Yan University of Southern Cal.Lloyd, Mike Griffith HackMalik, Pramath Dolcera CorporationMaloy, Bill GenomeQuestMarch, Robert DuPontMarchisio, Christophe QuestelMassiera Della Valle, Martine QuestelMathews Jr, William Iota ImagingMathews, Abigail PatentVisionMathews, Laura 3M CompanyMathews, William Intralogics, LLCMatsumoto, Fumie Mcbride, Matthew CASMcintyre, Laura InnographyMclean, Shawn lvl AnalyticsMcmullen, Bobby IP.comMiller, Barbara NovartisMiller, Jim University of MarylandMoore, Dana Cytec Industries Inc.Mozolev, Yuri GE Global ResearchMueller, Elke FIZ KarlsruheNakamura, Sakae Asahi Kasei Newman, Nils Noson, Kevin Ortiz, Rafael Procter & GambleOsta, Timothy Thomson ReutersPadilla, Garett Thomson ReutersPaek, Alex WIPS, INC.Pandya, Dilip QualcommPargaonkar, Yateen ChevronPatankar, Gargee Gridlogics TechnologiesPatel, Kaushik CASPavlek, Shelley Bristol-Myers SquibbPeterson, Carol Knobbe, Martens, Olson & BearPhilipsen, Judith Philipsen Chem Patent SearchPhillips, Keary QualcommPinto, Gus Twin Dolphin Software, Inc.Poggi, Mark CASPonchek, Talya University of HaifaPorier, Jean-Baptiste INTELLIXIRPorter, Alan Georgia Tech/Search Technology

Portmann, Doug Ecolab Co.Pruitt, Richard Irell & ManellaPuiggali, Clement MinesoftRabbani, Firoozeh IP AustraliaRaday, Elan MinesoftRamalingam, Muthukumar DexPatentRawat, Nidhi Lonza, Inc.Robidoux, Phil GenomeQuestRobins, Suzanne Patent Information ServicesRubinstein, Janet Church & Dwight Co.Russell, Dixie Sandhu, Sumeet Sano, Mikako Sawyer, George EvalueserveSchoemer, Zackary Michelin North AmericaSchreiber, Keith PfizerSeibel, Menyan Procter & GambleSelwood, Duncan LinguamaticsSeto, Julia Thomson ReutersSharma, Sugandh EvalueserveShu, Zhifu ExxonMobil R & EShuja, Ahmed lvl AnalyticsSidhu, Vin CASSimmons, Edlyn Simmons Patent Info ServiceSinha, Manish Gridlogics TechnologiesSlagle, Edward CASSoltmann, Christian European Patent OfficeSpielthenner, Doris CEO at AmberciteStembridge, Bob Thomson ReutersStewart, Bob Thomson ReutersStickel, Don CASStone, Heidi AbbVieStuike-Prill, Rainer FIZ KarlsruheSund, Kevin Ashland, Inc.Tayal, Deepti Ingenious e-Brain SolutionsTchakounte, Cedric NuvasiveTefera, Wongelawit Pfizer/ZoetisTeixeira Akers, Lucy Bristol-Myers SquibbTen Brink, Elisabeth InnographyTerlizzi, Joseph QuestelThompson, Jane Eisai Inc.Trippe, Anthony Patinformatics, LLCTroels-Smith, Lennart Nordic Patent InstituteTsuzuki, Izumi Osaka Institute of TechnologyTurner, Thomas USPTOUnger, Sandra retiredVan Der Zee, Doug MinesoftVanderpump, Julian QualcommWalter, Donald Thomson Reuters

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Webb, Diane BizInt SolutionsWetherell, Victoria ElsevierWhitman, Kristin Landon IPWilliams, Linda QuestelWillmore, John BizInt SolutionsWolff, Thomas Wolff Information ConsWongel, Heiko European Patent OfficeWouters, Raoul LexisNexis UniventioWu, Wei MonsantoYancy, Jennifer Yancy IP Law, PLLCYang, Rong Yang, Xiao Yang, Yun Yun Bristol-Myers SquibbYates, Martha MonsantoYellick, Chris Boston Consulting GroupYip, Alfred Yuan, Qiong CASZabilski, John CASZelenkovska, Magdalena WIPOZhang, Yu Zhuang, Ying Zimmermann, Roy Zimmermann Online ResZustak, Frederick Sony Corporation

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Attendees by company

3M Company John Arenivar3M Company Laura MathewsAbbott Laboratories Jomay ChowAbbVie Heidi StoneAsahi Kasei Takuei IshikawaAsahi Kasei Sakae NakamuraAshland, Inc. Kevin SundAshmarIP John BialyBASF Deborah Judd- PaternostroBemis Company, Inc. Ellen KrabbeBiomeasure, Inc. Donna FisherBizInt Solutions Diane WebbBizInt Solutions John WillmoreBoston Consulting Group Chris YellickBoston Scientific Susan JohnsonBristol-Myers Squibb Cynthia Barcelon YangBristol-Myers Squibb Shelley PavlekBristol-Myers Squibb Lucy Teixeira AkersBristol-Myers Squibb Yun Yun YangBrown Rudnick, LLP Peter GluckCanon Sivon KalminovCAS Lora BurgessCAS Brian FesselCAS Cinda HarroldCAS Sandra HoustonCAS Matthew McbrideCAS Kaushik PatelCAS Mark PoggiCAS Vin SidhuCAS Edward SlagleCAS Don StickelCAS Qiong YuanCAS John ZabilskiCEO at Ambercite Doris SpielthennerChevron Yateen PargaonkarChevron Oronite Jennifer BarbarowChurch & Dwight Co. Janet RubinsteinCoreLogic Milan KapadiaCPA Global David DickensCytec Industries Inc. Dana MooreDauratus Research Inc. Cathy ChibaDavies Collison Cave Susanne HantosDeMarcoIP Dominic DemarcoDexPatent Muthukumar RamalingamDolcera Corporation Pramath MalikDuPont Robert March

Eastman Chemical Mary FanslowEBSCO Chappy FloydEcolab Co. Doug PortmannEisai Inc. Jane ThompsonEli Lilly Yugong ChengElsevier Victoria WetherellEuropean Patent Office Dr Nigel ClarkeEuropean Patent Office Christian SoltmannEuropean Patent Office Heiko WongelEvalueserve George SawyerEvalueserve Sugandh SharmaExxonMobil R & E Zhifu ShuFIZ Karlsruhe Jim BrownFIZ Karlsruhe Elke MuellerFIZ Karlsruhe Rainer Stuike-PrillFiz-Karlsruhe,Inc. Gary CumminsFoley & Lardner Robin EvansGE Global Research Yuri MozolevGenomeQuest Bill MaloyGenomeQuest Phil RobidouxGeorgetown University Thomas HouzeGeorgia Tech/Search Technology Alan PorterGilead Sciences Florence JovicGridlogics Technologies Gargee PatankarGridlogics Technologies Manish SinhaGriffith Hack Mike LloydHewlett-Packard Kas KasraviHitachi Chemical Co., Ltd Yumi KadotaIBM Stephen BoyerIEEE Joseph BuzzangaIFI CLAIMS Patent Services Rosa AlentornIFI CLAIMS Patent Services Larry CadyIFI CLAIMS Patent Services Judy HickeyIngenious e-Brain Solutions Deepti TayalInnography Jennifer GallagherInnography Thom KobayashiInnography Laura McintyreInnography Elisabeth Ten BrinkIntell Prop Off of Singapore Wenyu LinIntellectual Assets, Inc. Paul GermeraadINTELLIXIR Jean-Michel CareilINTELLIXIR Jean-Baptiste PorierIntralogics, LLC William MathewsIota Imaging William Mathews JrIP Australia Firoozeh RabbaniIP.com Colleen HendersonIP.com Bobby McmullenIrell & Manella Peggy CherryIrell & Manella Richard Pruitt

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Japan Assoc Intl Chem Info Manabu HaradaJapio Ben KiriyamaJones Day Maria Garcia King Abdulaziz Sci & Tech Sager AlfutaimaniKnobbe, Martens, Olson & Bear Carol PetersonKoubek Information Cons Svcs Kenneth KoubekKPPB David BaileyLandon IP Kartar Singh AroraLandon IP Kristin WhitmanLexisNexis Amantha AllenLexisNexis Univentio Raoul WoutersLinguamatics Andrew HintonLinguamatics Susan LebeauLinguamatics Duncan SelwoodLonza, Inc. Nidhi Rawatlvl Analytics Shawn Mcleanlvl Analytics Ahmed ShujaMagister Ltd Stephen AdamsMichelin North America Zackary SchoemerMinesoft Clement PuiggaliMinesoft Elan RadayMinesoft Doug Van Der ZeeMonsanto Yan LiMonsanto Wei WuMonsanto Martha YatesMorrison & Foerster Betsy ChesslerNordic Patent Institute Lennart Troels-SmithNovartis A. J. D’AmbraNovartis James GrantNovartis Barbara MillerNuvasive Andrea DavisNuvasive Cedric TchakounteOcean Tomo, LLC Matthew BeersOsaka Institute of Technology Izumi TsuzukiPanasonic Hatsumi KomakiPatent Information Services Suzanne RobinsPatentVision Abigail MathewsPatinformatics, LLC Anthony TrippePerception Partners Barry BragerPfizer Keith SchreiberPfizer/Zoetis Wongelawit TeferaPhilipsen Chem Patent Search Judith PhilipsenPivotalinfo LLC Josh DubermanProcter & Gamble Michael ClagerProcter & Gamble Rafael OrtizProcter & Gamble Menyan SeibelProQuest Anthony DankoQualcomm Nickolas Del PegoQualcomm Dilip Pandya

Qualcomm Keary PhillipsQualcomm Julian VanderpumpQuestel Joseph CorralesQuestel Austin EnglertQuestel Miguel IglesiasQuestel Christophe MarchisioQuestel Martine Massiera Della ValleQuestel Joseph TerlizziQuestel Linda WilliamsReed Tech Tracy Campbellretired Sandra UngerRicoh Innovations Corp. Jonathan HullSaint-Gobain Mohammad BadrossamaySaint-Gobain Christopher ComeauxSealed Air Corp Andy GillandersSearch Tech/VantagePoint Paul FreyShell Oil Company David LiuShell Technology Center Veeresha Badharadinne Simmons Patent Info Service Edlyn SimmonsSony Corporation Frederick ZustakStanford University Kincho LawStepan Co. Diane ClarkThe Chamberlain Group James JohnsonThomson Reuters Patrick FroehlingThomson Reuters Brooke GunterThomson Reuters Timothy OstaThomson Reuters Garett PadillaThomson Reuters Julia SetoThomson Reuters Bob StembridgeThomson Reuters Bob StewartThomson Reuters Donald WalterTPR International Kelly BowmanTPR International Trudi JonesTPR International Ford KhorsandianTwin Dolphin Software, Inc. Gus PintoUCSB Luciano KayUNH School of Law Binqiang LiuUniversity of Haifa Talya PonchekUniversity of Maryland Jim MillerUniversity of Southern Cal. Yan LiuUniversity Of Wisconsin Jody HoeslyUSPTO Donna CooperUSPTO Thomas TurnerUSPTO - Retired Ed Johnson

Attendees by company (cont.)

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WIPO Sandrine AmmannWIPO Magdalena ZelenkovskaWIPS, INC. Alex PaekWisdomain, Inc. Daniel KimWisdomain, Inc. Eric LeeWolff Information Cons Thomas WolffYancy IP Law, PLLC Jennifer YancyZimmermann Online Research Roy Zimmermann

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1 Minesoft2 STN3 Questel4 BizInt Solutions5 Thomson Reuters6 Wisdomain7 IFI Claims8 Search Technology9 Innography10 Evalueserve11 Proquest/Dialog12 PatentVision13 Ambercite14 Gridlogics15 Linguamatics16 EBSCO17 LexisNexis18 IPPH19 WIPO20 Nordic Patent Institute21 EPO22 TPR International23 INTELLIXIR24 GenomeQuest

Visit the exhibits in Grand Ballroom ABCD!

Tuesday, April 29th, 2014 8:00 am 9:00 am Breakfast. Sponsored by Minesoft and STN Grand Ballroom ABCD

9:00 amSession D: Patent Analysis Part 2 – Opening Remarks (Chairperson - Ron Kaminecki, Notre Dame University)

Grand Ballroom EFG

9:05 am 9:35 am Automated Patent Obviousness Detection (Kas Kasravi, Hewlett-Packard)

9:35 am 10:15 am Analytics Panel – Patent Counsels’ Views on Patent Analytics/Citation Analysis (Panelists – Peter J. Gluck, Brown Rudnick LLP; Milan Kapadia, CoreLogic Inc.; Frederick J. Zustak, SONY) (Moderator – John Arenivar, 3M)

10:15 am 10:45 am Break. Sponsored by Search Technology Grand Ballroom ABCD

10:45 am 11:15 am Empirical Instruction Obtained from Dojo-style School Program for Patent Information Map Analysis [PIMA] During 8 Years in Japan and Current Japanese Situation (Tsutomu [Ben] Kiriyama, Hayabusa International Patent Office)

11:15 am 11:45 am Machine Learning Approaches for Quantifying and Predicting Patent Quality (Yan Liu, University of Southern California)

11:45 am 12:15 pm Visualizing Innovation Pathways and Technology Development Concentrations: A New Global Patent Map and Overlay Map Technique (Luciano Kay, University of California Santa Barbara)


1:00 pm 2:30 pm Extended Break / Exhibits Grand Ballroom ABCD

2:30 pmSession E: Subject Matter Challenges Part 2 – Opening Remarks (Chairperson: Yateen Pargaonkar, Chevron)

Grand Ballroom EFG

2:35 pm 3:05 pm Searching the Future’s Challenges Now (Barbara Miller, Novartis Institutes for BioMedical Research, Inc.)

3:05 pm 3:35 pm Searching for Post-grant Events in the Life of a Patent (Kartar Singh Arora, Landon IP)

3:35 pm 3:50 pm Product Updates (INTELLIXIR, Innography, Evalueserve)

3:50 pm 4:20 pm Break. Sponsored by INTELLIXIR Grand Ballroom ABCD

4:20 pm 4:50 pm Intellectual Property Protection Strategies for Nanotech (Kevin Noson, Fernandez & Associates, LLP)

4:50 pm 5:00 pm Product Updates (EPO, Nordic Patent Institute)

7:00 pm 9:00 pm Networking Dinners. Sign-up sheet at registration desk. Meal at own cost.

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Hyatt Regency Orange County 11999 Harbor BlvdGarden Grove, CA 92840(714) 750-1234

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Wednesday, April 30th, 2014 8:00 am 9:00 am Breakfast. Sponsored by BizInt Solutions and Questel Grand Ballroom ABCD

9:00 amSession F: Overcoming Challenges of Patent Searching – Opening Remarks (Chairperson: Thomas E. Wolff, Wolff Information Consulting LLC)

Grand Ballroom EFG

9:05 am 9:35 am Update on the Unitary Patent – a view from the information specialist (Stephen Adams, Magister Ltd.)

9:35 am 10:15 am Patent Searching Panel What Patent Attorneys Want When It Comes to Searching & Reporting Search Results (Panelists – David Bailey, Kauth, Pomeroy, Pecj & Bailey; Silvon Kalminov, IP Canon; Jennifer Yancy, Yancy IP) (Moderator – Zhifu Shu, ExxonMobil)

10:15 am 10:45 am Break. Sponsored by Innography Grand Ballroom ABCD

10:45 am 11:15 am A Patent System Ontology for Facilitating Retrieval of Patent Related Information (Kincho Law, Stanford University)

11:15 am 11:30 am The Use of Patent Information to Support M & A Decisions (Miguel Iglesias, Questel)

11:30 am 11:45 am Minesoft Milestones! Here We Grow Again! (Doug van der Zee, Minesoft)

11:45 am 12:00 pm The Next 30 Years: STN® Celebrates and Looks to the Future (Rainer Stuike-Prill, STN)


1:00 pmSession G: Updates from Patent Authorities & Other Institutions – Opening Remarks (Chairperson: Sandra Unger)

Grand Ballroom EFG

1:05 pm 1:35 pm Recent Developments at the EPO (Heiko Wongel, European Patent Office)

1:35 pm 2:05 pm PATENTSCOPE & ePCT: New Features and Developments Overview (Magdalena Zelenkovska, World Intellectual Property Organization)

2:05 pm 2:35 pm Activities & Progress of Patent Information Retrieval Contest [PIRC] in Japan (Izumi Tsuzuki, Committee of the Online Patent Retrieval Contest in Japan, and Sakae Nakamura, Asahi Kasei Corp.)

2:35 pm 3:05 pm Break. Sponsored by Evalueserve Grand Ballroom ABCD

3:05 pmSession H: Patent Licensing & Strategy – Opening Remarks (Chairperson: Kristin Whitman, Landon IP)

Grand Ballroom EFG

3:10 pm 3:40 pm To Collaborate or Not to Collaborate: The Case Study of Stem Cell Research in Israel (Talya Ponchek, University of Haifa, Israel)

3:40 pm 3:55 pm Understanding the Science & Art of IP Value to Help Optimize IP Strategy (Bob Stewart, Thomson Reuters)

3:55 pm 4:10 pm Creating a Recipe for Legal Status Reports (John Willmore, BizInt Solutions)

4:10 pm 4:25 pm A Wave of Change: Looking Inside ActionablePatents (Ilsoo [Bryan] Kim, Wisdomain)

4:25 pm 4:55 pm Patent Licensing & Negotiation Strategies (Paul Germeraad, Intellectual ASSETS Inc™)

4:55 pm 5:00 pm Closing Remarks (Susanne Hantos, PIUG Chair, Davies Collison Cave)

7:00 pm 9:00 pm Networking or PIUG Committee Dinners. Sign-up sheet at registration desk. Meal at own cost.

Thursday, May 1st, 2014 8:00 am 9:00 am Advanced Strategies for Searching Patents in Any Source (Ron Kaminecki) – $50 per person Grand Ballroom F

9:00 am 3:00 pm STN Patent Forum (STN) Grand Ballroom E

9:00 am 12:00 pm CPC Workshop (USPTO) Grand Ballroom G


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Software for Business Intelligence

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