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PIUG 2003 Annual Conference

An International Conference for Patent Information Professionals

Patent Analysis

Saturday, May 3 - Friday, May 9, 2003
Holiday Inn, Mart Plaza, Chicago, IL

Abstracts

 


Keynote Speaker: Anthony Trippe, Vertex Pharmaceuticals

Title: "Patent Analysis: The Once and Future Discipline"

An argument can be made that we are currently living in the Golden Age of patent analysis. At no time has there been more excitement, scholarly study or development of software and databases for performing patent analysis work than there is right now. Even if the present represents a Golden Age for this discipline it can certainly not be described as a honeymoon period as well. Some might argue that the current surge of interest is more of a renaissance or re-emergence of a field that has been with us for greater than fifty years. As such, are we presently experiencing a spike of frenzied activity that will fade with the passage of time? Is patent analysis the current "flavor of the day"? Or will it become a sustainable exercise and discipline that will continue to provide valuable tactical and strategic insight.

During this discussion past and current efforts revolving around patent analysis will be reviewed. There will also be some discussion on emerging technologies and applied user skills which may be used to augment patent analysis exercises in the future. These developments should lead to the continued evolution, growth and value of this discipline far into the future.

Anthony Trippe
Vertex Pharmaceuticals Inc.
Phone: 617-444-6459
Fax: 617-444-6680
tony_trippe@vrtx.com 

Biography: 

Anthony Trippe currently holds the position of Senior Staff Investigator, Intellectual Property at Vertex Pharmaceuticals. He is responsible for designing and implementing patent intelligence and mapping activities at Vertex and for assisting with the leveraging of IP within and external to the company.

Previously, Mr. Trippe was Practice Director, Intellectual Property Consulting for Aurigin Systems Inc., where he was responsible for developing Intellectual Property Consulting Services as part of the Aurigin Consulting group. Tony's role included designing and implementing IP solutions for Aurigin customers and additional organizations around the world that were interested in IP research solutions. Prior to Aurigin Systems, Mr. Trippe was Technical Intelligence Manager for the Procter and Gamble Co., where he was responsible for managing work processes and analytical tools pertaining to Technical Intelligence and R&D decision support. Mr. Trippe was also with Technology and Patent Research as a Patent Information Scientist responsible for performing patentability, validity and other assorted prior art searching for clients on a contract basis. He spent three years with Chemical Abstracts Service as Southwestern Regional Marketing and Training Consultant, and five years working as a Synthetic Organic Chemist in the biotech/pharma industry in San Diego, California. The highlight of Mr. Trippe's career as an Organic Chemist included the synthesis of the first 500g GMP batch of Viracept for Agouron Pharmaceuticals. This material was used in the Phase One human clinical trials of Viracept, which is currently the number one prescribed HIV protease inhibitor in the United States.

Mr. Trippe is one of the incorporators of the Patent Information Users Group Inc. (PIUG Inc), a member of the Society of Competitive Intelligence Professionals (SCIP), a member of the Special Libraries Association and a member of the Program Committee for the Chemical Information Division of the American Chemical Society.
 


Speaker: Prof. Dr. Holger Ernst

Title: "Using Patent Information for Strategic Technology Management"

The availability of patent data from the Internet, on-line databases and CD-ROM facilities has greatly enhanced the possibilities for the systematic evaluation of patent data. The information contained in patents can be used for effective knowledge management in a variety of fields; e.g., competitor monitoring, R&D Management, external acquisition of technological know-how, and human resource management in R&D. Within this framework, patent data provide useful information for answering important business questions: how to detect and evaluate technological changes in the competitive environment of the firm; how to identify relevant (new) competitors; how to evaluate the productivity of R&D in comparison to the competition; how to identify changes of technology strategies of the competition; how to allocate the R&D budget to the most promising R&D projects; how to avoid redundant R&D; how to identify external technological know-how which is of relevance to the firm; how to evaluate the technological position of potential acquisitions, Joint-Venture partners, etc.; and how to find leading inventors in a specific technological field, etc.
The presentation is divided into the following main parts: first, an introduction into the advantages of using patents as an information resource are discussed; and furthermore, potential sources for generating patent data are described. Second, indicators for analyzing a firm's patent output are defined. This part especially focuses on how to obtain quality measures for patents in order to substantially enhance the meaningfulness of mere patent applications. Third, tools and methods are presented which allow one to analyze patent data with respect to the above mentioned fields of application; e.g. patent-portfolios are introduced in order to identify and benchmark a company's core knowledge areas against the competition. Fourth, possibilities are outlined which enable firms to integrate the strategic analysis of patent information in their organizations. Fifth, practical applications of the above mentioned techniques for analyzing patent data in a variety of case studies are shown, and a software tool is presented which makes it possible to implement the above mentioned techniques in companies.

Prof. Dr. Holger Ernst
Chair for Technology and Innovation Management
Otto Beisheim Graduate School of Management
Burgplatz 2
56179 Vallendar, Germany
Phone:+49-(0)261-6509-241
Fax: +49(0)261-6509-249
hernst@whu.edu 

Biography:
Holger Ernst is Professor of Business Administration, particularly for technology and innovation management and co-director of the center for entrepreneurship both at the Otto-Beisheim-Graduate School of Management (WHU), Vallendar, Germany. WHU is one of the leading private Business Schools in Europe. He studied Business Administration at the University of Kiel, Germany and the University of Illinois at Urbana-Champaign, U.S.A. He received a degree in Business Administration (1992) and his Ph.D. (1996) from the University of Kiel. His main research interests lie in the fields of technology and innovation management, Intellectual Property management, new product development, entrepreneurship and E-Business. He has published articles in leading US journals in this field such as Journal of Engineering and Technology Management and IEEE Transactions on Engineering Management and European journals such as International Journal of Management Reviews, Research Policy, R&D Management, Technovation, Zeitschrift f|r Betriebswirtschaft and Zeitschrift f|r betriebswirtschaftliche Forschung. He consults a variety of private and public European organizations in the area of technology, patent and innovation management. He runs the innovation success panel which identifies and benchmarks success factors of new product development in many international companies. He teaches regularly in the WHU executive programs, e.g. the WHU-Kellogg Executive MBA Program, the WHU Carnegie Mellon Program and the Merck University.
 


Speaker: Kerryn A. Brandt, Rohm & Haas

Title: "Roles for the search professional as a partner in patent analysis"

Patent analysis requires a partnership between groups with three different areas of expertise. Subject matter expertise is critical if the right data are to be acquired for analysis and for meaningful interpretation of the data. Expertise in identifying and searching the appropriate data sources is essential, since analyses are only as good as the data used as input. Finally, expertise in selecting and using the right analytical tools determines how accurately and efficiently relevant conclusions can be drawn. Search professionals are at the center of this partnership. As the data source experts, they work with subject experts to define and acquire the data sets needed for analyses. They serve as an interface to tool vendors and create processes for selecting and supporting the use of tools in their organizations. As a result of these experiences, they may develop new tools and carry out analyses themselves. This presentation will explore these various roles and offer some lessons learned while fulfilling them, primarily in patent analysis for R&D strategy.

Kerryn A. Brandt, Ph.D.
Senior Information Scientist
The Knowledge Center
Rohm and Haas Company
727 Norristown Road, P.O. Box 904
Spring House, PA 19477-0904
Phone: (215) 641-7026
Fax: (215) 641-7811
kbrandt@rohmhaas.com 

Biography:
Kerryn A. Brandt, Ph.D. has been a Senior Information Scientist at Rohm and Haas Company since 1997. As part of a team in the company's Knowledge Center, he is responsible for providing a full range of technical and patent search and analysis services to employees worldwide in support of IP strategy, research, product development, and legal processes. Kerryn received a B.S. in Chemistry from Rensselaer Polytechnic Institute and M.S. and Ph.D. degrees in Chemistry and Macromolecular Science and Engineering from the University of Michigan. After three years as a Staff Scientist developing superabsorbent polymers at Procter and Gamble in Cincinnati, he moved to Baltimore in 1987, obtained an M.L.S. from the University of Maryland, and began his information career at Johns Hopkins University in 1989. During eight years there he held several staff and faculty positions at the Welch Medical Library and Genome Data Base where he consulted, taught classes, and published on information retrieval, scientific databases, and web-based distance learning. He also provided search services for faculty and technology licensing staff. Kerryn is also active in the ACS Division of Chemical Information, previously as Assistant Editor of the Chemical Information Bulletin and currently as Webmaster.
 


Speaker: Richard Kurt, 3M

Title: "Data Visualisation  - Experiences and Lessons Learned at 3M"

3M's Library and Information Services has been exploring, evaluating and utilising various data visualisation tools for a number of applications but with a special emphasis on intellectual property. These tools include Themescape, VantagePoint, InfoSleuth/TechTracker, InXight and Aurigin. Descriptions of and our experiences including some of the pitfalls with each will be given. Our role in guiding the end user or analyst through the definition, data collection, organization and analysis stages
will also be discussed. 

 

Richard Kurt
3M
3M Center
Building 201-2C-12
St. Paul, MN 55144-1000
rakurt2mmm.com
tel: (651)737-0665
fax; (651)736-6495


Biography:

Richard Kurt is a Senior Technical Information Specialist with 3M. He is responsible for providing in-depth patent research and also leads a group of technical, business and patent information specialists serving 3M's corporate functions including marketing, general counsel, patent counsel, sourcing as well the corporate research laboratories. Prior to joining 3M in 1995, Richard was Vice President, Marketing at Questel-Orbit, Inc, where he initiated QPAT, a World Wide Web service for full text patent searching. From 1975 through 1989, Richard worked in a number of positions for Derwent Information, first in the United Kingdom and then the United States.  His experience at Derwent includes indexing patents, training and customer support and sales. Richard has a B.S. in Chemistry from Exeter University, Exeter, UK.
 


Speaker: Bruce Mason, CIBA Vision

Title: "Is There A Role for Patent Analysis in Competitive Intelligence"

Much has been said, written and assumed about the importance and value of patent information and patent analysis as tools for competitive intelligence. As the initial step in determining if patent analysis has any value in your organization as a tool for competitive intelligence, the patent information professional must first determine what is meant by competitive intelligence within his or her own company, and secondly, what it should do for your company. One should not assume anything at this point, as competitive intelligence means different things to different companies. Understanding the role of competitive intelligence should be fairly simple if your company has a competent dedicated competitive intelligence function within the organization. If not, assessing the value of patent analysis is extremely difficult, particularly within large organizations; but sometimes less daunting within small research driven organizations. Despite the many descriptions of what competitive intelligence is and isn't, the primary focus should be managing structural risk. This is not information gathering, competitor monitoring or responding to ad hoc queries from senior management. Managing structural risk is about identifying and monitoring those forces which can negatively impact the company's strategic plan. The key is to anticipate potential threats prior to their occurrence and to communicate those findings to people within the organization who have the ability to do something about them. The benefit of competitive intelligence to senior management is zero surprises. Patent analysis employs sophisticated statistical analysis and is heavily biased toward quantitative results. It is a serious tool if used correctly. From a competitive intelligence perspective, the relative strategic value of patents and patent analysis (vs. tactical value) varies from industry to industry and one must understand where patents are in the value chain. The purpose of this presentation is to provide a basic overview of the competitive intelligence framework and to provide a guideline for determining if patent analysis is an appropriate strategic or tactical tool for supporting the competitive intelligence function within your organization.

Bruce E. Mason
Sr. Technical Information Specialist
CIBA Vision Corporation
11460 Johns Creek Parkway
Duluth, GA 30097-1556
mailto:needemail@need 

Biography:
Bruce Mason was hired as a patent searcher by CIBA-Geigy Corporation in 1979 and has been an information specialist for 24 years - the last eight with CIBA Vision Corporation where his responsibilities include technical and business information support for the corporation and competitive intelligence for the lens business franchise. Bruce has a BSc. degree in chemistry from Howard University and professional certification from the Academy of Competitive Intelligence. He has been a member of PIUG since 1988..
 


Speaker: HeahyunYoo, Patent Analyst, Knowledge Integration Resources, Bristol Myers Squibb Co.

Title: " Enhancing the search quality of biotech patent information with sequence analysis

The application of biosequence information has significantly facilitated the recent R&D process in pharmaceutical and other life sciences industries. Its utilization is predicted to be further increased, as completed sequence data of more organisms will become available in the future. Therefore, the role of sequence analysis should be critical in intellectual property management of biotech R&D.

 

In this presentation, we will discuss how biosequence analysis can enhance the quality of biotech patent information searching by focusing on how to deal with legally significant patent search cases that involve biosequence data. Emphasis will be given to how to select relevant answers from blast hits to avoid being infringed by claims that could make patent sequence analysis difficult. The selection of proper sequence databases will be also described for different types of legally significant searches in order to get comprehensive coverage. In addition, some examples will be given on how sequence analysis can supplement keyword-based search.

Heahyun Yoo, Ph.D.
Patent Analyst
Bristol-Myers Squibb Co.
Knowledge Integration Resources
5 Research Parkway
Wallingford, CT 06492-7660
Phone: (203)677-6293
Fax: (203)677-6006
heahyun.yoo@bms.com 

Biography:
Heahyun Yoo has worked as an information scientist/patent analyst specialized in biotech research information for more than seven years in academic and corporate organizations. Prior to the information career, she had conducted research in the areas of cancer, neuroscience and pharmacology using biochemical and molecular biological techniques for 15 years. Her experiences in sequence analysis started from 1988 with the most intensive sequence analysis activities during the years of 2000 - 2001 while working as a senior research biologist at DuPont Central R&D with main responsibilities in microbial genomic sequence annotation project in collaboration with biologists and bioinformaticians. Her present responsibilities heavily involve sequence analysis in relation to patent applications or freedom-to-operate issues, as well as to participate in the proprietary information management.
 


Speaker: Lucy Akers, Akers & Co. and Ford Khorsandian, Technology & Patent Research International

Title: "High Level Overview of Patent Search Types and Approaches "

This is the first in a series of papers on patent search types and the corresponding aspects and approaches which may be considered for each type. In this introductory presentation, we provide an overview of various patent search types, with an emphasis on those for legal customers (patentability, validity, and freedom-of-use). Synonyms, definitions, and corresponding information analysis approaches will be considered for each type. Tips will be shared for assisting with the decision making process about the level/scope of searching required in each type, as well as tips for reporting results, primarily based on prior feedback from our legal customers.

Lucy Akers
Akers & Co.
Grey Friars, Spring Road
Harpenden, Hertfordshire, AL5 3PP
UK
Phone: +44 (0) 1582 467499
Fax: +44 (0) 1582 467615
mailto:lucyakers@btopenworld.com 

Ford Khorsandian
Technology & Patent Research (TPR) International, Inc.
16885 Via Del Campo Court, Suite 215
San Diego, CA 92127
Phone: (858) 592-9084
Fax: (858) 592-0045
searches@TPRInternational.com 

Biography:
Lucy Akers is Chair of PIUG, Inc., a U.S. patent agent, and has held various patent and information-related positions, including at Shell and ExxonMobil. She provides IP consultancy services and patent research services, currently focusing primarily on patentability, validity and opposition searches for clients. Lucy teaches in the WON (Netherlands) course for new patent information specialists and evaluates the students' final patentability search examinations. She is a member of the Selection Board for the International Patent Information Award and on the managing committee of the U.K. Patent & Trademark Group. She is also a member of the Derwent UK User Group and of ACS (CINF).

Biography:
Ford Khorsandian is President of Technology & Patent Research (TPR) International, Inc., which specializes in searching scientific and patent related information for patentability, infringement, and validity research in the fields of chemistry, biotechnology and electrical/mechanical art; and also provides patent analysis, and competitor intelligence studies. He holds a B.S. degree from the U.K. and started his career in Europe with Derwent Information Ltd. He moved to the U.S. in 1986 and later became Vice President of Derwent North America, working with the patent and information departments of Fortune 500 companies. He was later appointed as a Director at the Chemical Abstracts Service (CAS) Division of the American Chemical Society, responsible for CAS international business in Europe, Japan and other Pacific Rim countries . He has been working in the field of patent and technical information for over 20 years, and has also served as the vice chairman of the Patent Information Users Group (PIUG).
 


Speaker: Julia Deboys (formerly Fletcher), Managing Director, Quisitor Ltd, Cambridge UK

Title: "Decision pathways in patent searching and analysis"

In the course of patent searching and analysis, following a decision pathway leads to a particular set of results. Given that legal and commercial consequences derive from the outcome, clearly the decision pathway is of great importance. How predictable is this outcome? Which other possible pathways have been rejected, and why? At what stages in the decision pathway were irrevocable choices made, and how could these have been documented for future reference? This paper reviews the application of deterministic and probabilistic models of decision analysis to certain other management fields. Parallels are drawn for those involved with the day-to-day retrieval and analysis of patent information; then the legal significance of decision pathways is illustrated.

Julia Deboys
Managing Director
Quisitor Ltd.
The Old Coach House
56 High Street
Harston
Cambridge CB2 5PZ
UK
Phone: +44 (0) 1223 873098
Fax: +44 (0) 1223 874457
quisitor@btinternet.com 

Biography:
Julia Deboys (formerly Julia Fletcher) is Managing Director of Quisitor Ltd, a patent information consultancy she founded in 1991. Her business serves legal clients in the chemical industry in Europe and the USA, and is based in Cambridge, UK. Julia is a member of the UK Patent & Trade Mark Group, the Chartered Institute of Library & Information Professionals in the UK, and PIUG.

Julia has specialized in patent information for 18 years, initially within Unilevers Patent Division, and subsequently in a private patent practice and a small scientific information consultancy. Her work includes both patent-related searches  patentability, infringement, freedom to operate and validity  and consultancy. Recent projects have involved setting up an in-house database for analysing competitor portfolios, and conducting a comparative study of patent search and analysis tools for end users. Julia holds an MA in Natural Sciences (Chemistry and Crystallography) from Cambridge University, a Masters degree in Information Science from City University, London and a Certificate in Intellectual Property Law.
 


Speaker: James L. Grant, Patent Community of Practice and Karl Neidert, Patent Department, Pfizer, Inc

Title: "Dominating Claims and Citation Analysis"

Recent studies have demonstrated the value of enhancing FTO search protocols with citation analyses of critical documents found in the "first wave" of searching -- building upon chemical structure and exact plus related terms found in claims. The proposed "second" or "third" wave of searching involves use of cited patents (retrospective searching) and citing patents (prospective searching) along with use of all priority applications numbers to capture all lateral US publications and foreign counterparts. These search results are then ultimately refined by use of both the US and International Class Codes established by global patent offices to produce manageable yet comprehensive results. Citation analysis would then encompass the claims classification systems established by the PTO and foreign patent offices. The presentation involves a discussion using this technique for a formulation involving a theoretical drug example with all other components to reveal additional relevant patents containing dominating claims.

James L. Grant, Ph.D.
Community of Practice - Chemistry & Patents
Pfizer Global Research & Development - La Jolla
10770 Science Center Drive - CB2
San Diego, CA, 92121
Phone: 858-526-4934
Fax: 858-788-8222
james.grant@pfizer.com 

Biography:
James L. Grant works in the Intellectual Property group, Information Management, at Pfizer, Inc. James was formerly Associate Director of Patent Analysis at Bristol-Myers Squibb in Princeton, NJ. Prior to this activity, James worked as a Pharmaceutical Consultant for DIALOG contributing to a series of chemistry, pharmaceutical, and patent seminars. James was Director of Chemistry at the Contrast Media Laboratory, University of California San Francisco working in drug design. James contributed peer-reviewed scientific publications from UC Berkeley and Columbia University during his studies.

Biography:
Karl O. Neidert is a Patent Counsel in the Patent Department of Pfizer, Inc. Karl was formerly a Patent Attorney in private practice with the law firms of Blank, Rome, Comisky and McCauley and Wigman, Cohen, Leitner and Myers.
 


Speaker: Annemie Nuyts, European Patent Office, DG1, The Hague, The Netherlands

Title: "EPOQUE and the Suite of Examiner's Applications at the European Patent Office"

During a patentability search at the EPO, after identification of the inventive concepts present in an application, a various set of tools is used in many different preferred ways of working by the examiners. Within this set of tools, searching the prior art documents always includes the finding of a "citing and cited documents set" in a very early stage. After expression of all inventive concepts, their translation into search queries, and refinement by use of several schemes of classification symbols, added by full text and abstract searching, a number of result sets are built up for every concept described in the patent application to search. The recall is of utmost importance in this phase. The combination of sets of different concepts is a way of ranking with high precision. Following the search, the assessment of the short list of documents to be used in the patent granting procedure, again needs specifically designed tools to sort, rank, erase, and keep documents from the search results. The final decision of the examiner on the question which documents to use in the granting procedure, is an intellectual one, however assisted by special reading tools and interactive efficient navigation through the technical contents in the 3 official languages of the EPO of the documents to be cited. The presentation explains the techniques described above and their use in the EPO.

Annemie Nuyts
European Patent Office
DG1, The Hague
The Netherlands
Email:

Biography:
Annemie Nuyts is a Director in Principal Directorate Documentation/Tools at the European Patent Office (EPO) in The Hague - NL. She is responsible for EPOQUE and the suite of applications used by examiners during the patentability search. She holds a degree in Organic Chemistry and started her career at the Institut International des Brevets in 1971 as a search examiner in Chemistry. In 1984 she was transferred to the Principal Directorate Documentation of the EPO where, in 1989, she joined the EPOQUE project.
 


Speaker: Joseph L. Ebersole, Counsel for the Coalition for Patent and Trademark Information Dissemination

Title: "USPTO's 21st Century Strategic Plan"

Faced with the almost certain prospect of increasing pendency times for patent issuance and concerns about the quality of US patents in the future; and reacting to direct mandates from the Congress to take a fresh look at solutions, Director Rogan, in June, 2002 announced a new plan that involved major, dramatic changes to the patent examination process. The major interest groups in the patent community had their say at a Congressional Hearing on July 18th. They made it clear they wanted him to go back to the drafting board. During the last half of 2002, changes in the proposed plan were worked out with the major interest groups and by the end of the year, consensus had been reached on the elements of a revised 21st Century Strategic Plan. That plan was officially released the evening of the President's State-of-the-Union address. Many uncertainties as to implementation remain because many elements of the plan depend on legislation. At this session, we will review the major elements of the plan; where USPTO is as to implementation; what will most likely happen in terms of which parts of the plan will be implemented (and when); and the likely impacts of the changes on the professional patent information user community.

Joe Ebersole
Law Offices of Joseph L. Ebersole
2101 Conn. Ave. No. 63
Washington, DC 20008-1760
Phone: 202-329-5380
Fax: 202-265-7126
JLE2@aol.com 

Biography:
Joe Ebersole is Counsel for the Coalition for Patent and Trademark Information Dissemination. He has a long history in scientific and technical information and law. In 1965, he designed and built the world's first computerized scientific and technical information network system; and in 1966 he designed and built the ERIC educational system for the US government, which in the 1980s became the most searched online database in the world. In the 1970s he became Deputy Director of the Federal Judicial Center and led reforms in federal court management and automation. In the early 1980s, as Director of Special Projects for Mead Data Central, he was responsible for building Lexpat, the world's first patent full-text search system; while in the latter 1980s he was Vice President for product development of International Health Information Applications and established the first large-scale hospital diagnostic and therapy integrated databases in the USA and the first pharmaceutical market research databases in China, which today include monthly data from a sample of more than 600 Chinese hospitals. In the 1990s he moved into intellectual property law and government relations representation, as well as technical consulting. Mr. Ebersole has been Counsel for the Coalition for Patent and Trademark Information Dissemination since its founding and has been actively working with USPTO management and Congressional oversight committees on behalf of the Coalition to maintain the balance between USPTO and private sector patent information companies.
 


Speaker: Yutaka Wada, President, Patent Information Online Service Council Japan, Chairman and CEO, PATOLIS Corporation

Title: "Patent Information Services in Japan - good balance between the activities of the Patent Office and the private sector"

The Patent Information Online Service Council Japan was established in May 2002 and Yutaka Wada assumed its presidency. The Council aims for the good balance between the activities of the Patent Office and the private patent information providers. The Council will also cooperate with the PATCOM (Europe) and the Coalition for Patent and Trademark Information Dissemination (USA) in order to promote healthy development of the worldwide patent information industries. This presentation will focus on the activities of the Council as well as the trends of Japanese intellectual property.

Yutaka Wada President, Patent Information Online Service Council Japan
Chairman and CEO, PATOLIS Corporation
Sumitomo Fudosan Kiba Bldg., 2-4-29, Shiohama, Koto-Ku,
Tokyo 135-0043, JAPAN
Phone: +81-3-5690-5555
FAX: +81-3-5690-5566
wada@patolis.co.jp 

Biography:
March 1953 Graduated from the Faculty of Law of Tokyo University
July 1963 Studied in the United Kingdom (London School of Economics)
Occupation:
July 1978: Director-General, 1st Examination Department, Japan Patent Office (JPO)
July 1979: Director-General for Administration, Japan Patent Office (JPO)
June 1980: Director-General of the Equipment Bureau, Japan Defense Agency (JDA)
June 1982: Executive Director, the Overseas Economic Cooperation Fund, Japan
June 1985: Executive Director, Member of the Board, General Manager for International Sales and Marketing Strategy, Sharp Corporation
October 1992: Corporate Senior Executive Vice President, Member of the Board in charge of International Business, Sharp Corporation
October 1997: President, Japan Patent Information Organization (JAPIO)
April 2001: Chairman & CEO, PATOLIS Corporation
May 2002: President, Patent Information Online Service Council Japan
July 2002: Member of the Committee on Economic Policy, Japan Business Federation (Nippon Keidanren)
 


Speaker: Gert Frackenpohl, President PATCOM

Title: "PATCOM - the European Commercial Patent Services Group"

PATCOM is an association of commercial patent information providers in Europe. The aims of the group are to ensure a fair balance between the free information services of patent offices, commercial value-added patent information services, and users' interests. It was set up in 1999 as a forum to exchange news on the information distribution policies of regional and international patent offices as well as the relevant Directorates of the European Commission. The activation of communication channels with these organisations ensures that development of public sector IP information services is fair and reasonable in terms of competition, having due regard to the state of the art in information technology, the levels and sources of investment involved, and the legal duties of the offices.

Gert Frackenpohl
President of PATCOM
c/o INCOM Information und Computer GmbH
Bachstrasse 32
53115 Bonn
Germany
Phone: +49 228 9797770
Fax: +49 228 9797798
Gert.Frackenpohl@incom.de 

Biography:
In 1986, Gert Frackenpohl founded INCOM Information und Computer Gmbh in Bonn. INCOM provides patent information products, services and software development for the management of archiving. In this role, he works with industrial companies, patent offices and information centres. He has a Diploma Degree in Computer Science and worked as assistant lecturer and scientist at the Universities of Cologne and Heidelberg and at the Institute for German Language, with special emphasis on Computational Linguistics, Knowledge Engineering and Information Technology.
 


Speaker: Dr. Alan Porter, Georgia Institute of Technology, Nils Newman, Search Technology, Inc.

Title: "Turning Information into Actionable Knowledge"

The information revolution has brought a plethora of information to our desktop but has done little to help us turn that information into actionable knowledge. Representatives from Search Technology will discuss the role of information in the decision process focusing specifically on the conversion of information into derived knowledge. The presentation will begin with a discussion of three factors affecting the utilization of information-based knowledge products: User Knowledge, Involvement, and Climate Change. The presentation will then address five barriers to effective information utilization: Credibility, Content, Vividness, Speed, and Communication. The presentation will end with a demonstration of the types of derived knowledge that can be extracted from patent searches and a discussion of the application of patent derived knowledge in technology management.

Dr. Alan L. Porter
Director - Research and Development
Search Technology, Inc.
4960 Peachtree Industrial Blvd.
Suite 230
Norcross, GA 30071-1580
Phone: 770-441-1458 ext. 155
aporter@searchtech.com 

Nils Newman
Director - New Business Development
Search Technology, Inc.
4960 Peachtree Industrial Blvd.
Suite 230
Norcross, GA 30071-1580
770-441-1458 ext. 113
mailto:newman@searchtech.com 

Biography:
Dr. Porter is Director of Research and Development for Search Technology, Inc. pursuing application of VantagePoint software to analyze emerging technologies and profile research domains. His major concentration is technology intelligence, forecasting and assessment. He has led development of "technology opportunities analysis" - mining electronic, bibliographic data sources to generate intelligence on emerging technologies. He received a B.S. in Chemical Engineering from Caltech (1967) and a PhD in Engineering Psychology from UCLA (1972). He is author or editor of 12 books, some 175 articles, and co-founded the International Association for Impact Assessment (IAIA) in 1980, serving as president (1995-96). He is also Professor Emeritus of Industrial & Systems Engineering, and of Public Policy at Georgia Tech, where he remains involved with the Technology Policy and Assessment Center.

Biography:
Nils Newman is Director of New Business Development for Search Technology, Inc. Since 1993, he has been a part of the team researching, developing, and applying the analytical tools and methods that make up VantagePoint. Mr. Newman's background includes extensive analytical work in technology intelligence, forecasting and assessment, as well as several years of experience directing teams of analysts serving academia, government, and commerce. He has a Bachelor of Mechanical Engineering and an MS in Technology and Science Policy from Georgia Tech.
 


Speaker: Darlene Slaughter, IFI Claims

Title: "Accurate data means better analysis"

Standardization and accuracy improve your patent analyses in two ways - by making the analysis easier, and by producing more meaningful results, and thus, better conclusions. The CLAIMS(r) patent databases offer "analysis-ready" information that has already undergone an initial review by our indexers and editors. We will discuss the IFI enhancements that make the CLAIMS(r) database a unique source for patent analysis. We are also expanding our range of analytical tools, with a new enhanced electronic version of the Patent Intelligence and Technology Report, as well as new products with options that make patent analysis easier.

Darlene Slaughter
IFI CLAIMS Patent Services
An Aspen Publishers company
3202 Kirkwood Highway
Wilmington, DE 19808
Phone: 800-331-4955
Phone: 302-633-7210
Fax: 302-998-0733
dslaughter@aspenpubl.com 

Biography:
Darlene Slaughter, Technical Manager at IFI, has been working in the field of patent information for the past 27 years at IFI. She is involved in the production and development of IFI's patent products, and training of customers in the effective use of these patent research tools. Her education in chemistry and biology is a asset in her work with IFI's intellectual indexing of US patents.
 


Speaker: David Dickens, Questel-Orbit

Title: "Questel-Orbit Enhancements and Patent Analysis / Visualization Tools"

Questel-Orbit announces new databases and database enhancements, as well as new system enhancements including an improved SDI alerting service and new version of QPAT. With the comprehensive collection of patent databases, including PlusPat, Derwent's World Patents Index, and IFI, Questel-Orbit offers powerful and flexible tools enabling you to analyze virtually any patent related item. New patent analysis and visualization tools will also be unveiled and demonstrated.

David T. Dickens
Director, Patent Business
Questel-Orbit
8000 Westpark Drive
McLean, VA 22102
Phone: 001-703-556-7446
Fax: 001-703-356-4023
Mobile: 001-703-967-9766
ddickens@questel.orbit.com 

Biography:
David Dickens is the Director, Patent Business for Questel-Orbit. He has more than 14 years experience in the online information industry. During this time he has become an expert in the various areas of Intellectual Property Information. Accomplishments include managing the merger of the Questel and Orbit online services during the IPG Project, forming the new Questel-Orbit online service, and the release and continued development of PlusPat, Questel-Orbit's international patent database. In July 1999 he was named Director, Patent Business, responsible for developing Questel-Orbit's international patent business. Mr. Dickens has a BS degree in Business Administration from the University of Florida, with a minor in marketing, economics, finance and computer science. He has been published in World Patent Information and Managing Intellectual Property.
 


Speaker: Ron Kaminecki, Dialog

Title: "Use of Dialog in Patent Analysis "

Analytical tools are useless unless the raw data is correct. To insure proper analysis, the records retrieved must be representative of the sought-after trends, both in terms of scope and number. Various techniques are necessary to insure proper retrieval, including the use of databases that have been enhanced by information providers. This session will cover some of these databases and features and give advice on how to find data that can be relied upon while staying within a budget.

Ron Kaminecki, Director
Intellectual Property Market Segment Dialog
Phone: 312-553-8024
Fax:312-726-3550
Ron_Kaminecki@dialog.com 

Biography:
Ron Kaminecki rejoined Dialog in 1999 after almost three years at a major pharmaceutical company. Prior to this, Ron held various jobs at Dialog for over nineteen years, including Regional Manager and Senior Staff Advisor. He got his start in searching technical information via manual, online and batch systems at the IIT Research Institute as an Associate Information Specialist. Ron has a BS in Chemistry, an MS in Computer Science and Information Systems, and a JD with a Certificate in Patent Law. He will be taking the Illinois Bar exam in the near future. Ron has written over thirty articles, presentations and papers on various aspects of online searching and information retrieval since 1975. He has worked with searchers in the Fortune 500 and in major law firms and patent offices around the world. He is a co-author of NISO Standard Z-39.58, "Common Command Language for Online Information Retrieval." He is a registered patent agent. He is a member of the American Bar Association, American Intellectual Property Law Association, Patent Information User's Group, and the American Chemical Society.
 


Speaker: Dr. Matthew J. Toussant, CAS

Title: "Database Content: The Fuel for Patent Analysis"

The chemical sciences are changing-from a time when the norm was "discovery then disclosure" to today's standard of "patent broadly and protect intellectual space". In the process of monitoring chemistry-related patents, CAS has observed three significant trends in patent information: major patent organizations are issuing more granted patents than ever before; patent involving the biosciences are becoming more complex and dense with information; this could affect the currency and completeness of secondary databases: more new organic and inorganic substances are being first disclosed in patents. Areas of greatest chemistry patent growth include electronics applications, materials, and biosciences. Statistics from the five major offices over the last 20 years will be reviewed. These trends have had various effects on secondary information services. The volume of patent publications has had an impact on internal database building processes and the timing of information being added to databases. At CAS these developments were changing the requirements of chemical patent information. Moreover, trends in intellectual property disclosure and protection are influencing the progress of research in the chemical and pharmaceutical industries. The nature of these influences on research and on the interest in rapid information acquisition will be examined. Today's intellectual effort in creating the CAS databases will be discussed.

Dr. Matthew Toussant
Director, Editorial Operations, CAS
Phone: 614/447-3862
mtoussant@cas.org 

Biography:
Dr. Matthew Toussant was appointed in 1999 the Director of Editorial Operations at CAS. In his current position, Dr. Toussant is responsible for the editorial production of the CAS databases, principally the CA database and the Registry database. In addition, he is responsible for supporting services for database production and for several specialty products that provide direct contract database services to customers. He oversees operations of input centers in Tokyo, Japan and Berlin, Germany and contractors in Philippines, China, and India. Dr. Toussant holds B.S., M.S. and Ph.D degrees from The Ohio State University where he specialized in food chemistry and nutritional biochemistry.
 


Speaker: Kerry Stanley, CAS

Title: "Analyze This - or Analyze That? STN Tools for Postprocessing and Analyzing Search Results"

In today's search environment, the actual search is only one step in the information delivery process. But searchers can take the next steps using tools on STN and in STN Express to both enhance search retrieval and provide analyzed search results to assist the decision making process. This presentation will illustrate techniques, using STN system features such as ANALYZE and TABULATE, and reporting tools in STN EXPRESS, to provide much more meaningful and useful search reports to complete the information package.

Kerry G. Stanley
Sr. Application Specialist
Chemical Abstracts Service
Phone: 215036207280
kstanley@cas.org 

Biography:
Kerry Stanley is a Sr. Application Specialist with Chemical Abstracts Service. In this position Kerry is responsible for customer training in online searching on STN, with a focus on chemical and patent literature retrieval. Kerry has been with CAS since 1994. Having received an MS in organic chemistry from Iowa State University, Kerry embarked on a 22-year career in the pharmaceutical industry. The first half of this career was as a medicinal chemist working in the cardiovascular and immunology areas. For the second half Kerry has worked in the information sciences, providing information retrieval services to scientists and patent attorneys, as well as managing the corporate information center and developing in-house database management systems supporting product literature and clinical records.
 


Speaker: Peter Steele, Thomson Current Patents

Title:  Patent Analysis for Competitive Intelligence - Merging Facts with Opinions 

Constructing a database that can be used for meaningful patent analysis requires hard data to be integrated with more speculative information. Even at the level of data acquisition there are uncertainties introduced by source errors and inconsistencies; these include misclassifications, variable terminology/spelling, incorrect priority data (leading to spurious family members), ambiguous names (corporate/individual), emerging technologies, and so on. Examples will be given from INPADOC, a database of some 30 million patent records, each with up to 52 data fields. Accurate and continually updated mapping of mergers, acquisitions and de-mergers is needed if patent analyses are to reflect realistically the current ownership of patent property; again, examples of split portfolios and ownership uncertainties can be cited. Subjectivity may be greatest when it comes to linking platform technologies (as opposed to individual products) with specific patents, but this is a field in which the ownership of IP rights is rapidly increasing in importance. In order to be useful, speculative links should ideally be supported by references, but an increasing number of these come from internet sources, themselves quite possibly ephemeral. The user of patent analyses must accept that the accumulation of useful intelligence goes hand-in-hand with approximations of several different kinds.

Peter Steele
Managing Director
Thomson Current Patents
Middlesex House, 34-42 Cleveland Street
London W1T 4LB, UK 
Tel: +44 20 7323 0323, Direct: +44 20 7631 9194
Fax: +44 20 7631 9927
peter.steele@current-patents.com 

Biography:
Peter Steele graduated in chemistry and then studied information science. A period of more than 20 years working in industrial information departments included 16 years as head of Glaxo's intellectual property information unit based in London. Seven years as an independent IP consultant, ended in 1998 when he joined Current Patents, now a part of Thomson Scientific & Healthcare specializing in patent-based competitive intelligence for the pharmaceutical and biotech sectors. Publications include the weekly Current Patents Gazette, an annual review and reference book (Drug Patents 2002), and a retrospective database DOLPHIN, the Database of all Pharmaceutical Inventions. Current Patents works closely with sister-company Current Drugs, and all publications are available as options in the latter's Investigational Drugs database (IDdb).
 


Speaker: Mary Ellen Mogee, Ph.D., Mogee Research & Analysis

Title: "Integrating Patent Analysis and Technology Intelligence Techniques: A Case Study"

A key issue in patent analysis practice is how to combine patent analysis with other competitive intelligence techniques to make the final analysis product most beneficial to the users or customers. No technique in isolation provides a complete picture of what is going on in a technology area. The objective must be to use each technique in a way that takes advantages of its strong points and minimizes its weak points. A case will be presented of a recent study which combined the patent analysis capabilities of Mogee Research & Analysis, LLC, and the business and technology intelligence techniques of Synthesis Partners, LLC. The case involved a company considering the purchase of several patents to move into manufacturing of a new product and desiring an assessment of the value of the patents for that purpose. The case will discuss the process, the results, and lessons learned. To summarize, the joint product was stronger than what either set of techniques could have produced alone.

Mary Ellen Mogee, Ph.D.
President, Mogee Research & Analysis, LLC
11701 Bowman Green Drive
Reston, Virginia, 20190-3501 USA
t: +1-703-478-2827
f: +1-703-478-3253
mogee@mogee.com 

Biography:
Dr. Mogee is a premier provider of patent analysis for competitive intelligence and technology management. Before establishing Mogee Research & Analysis in 1985, she was a technology policy analyst in the federal government, serving at the National Science Foundation, Congressional Research Service, National Bureau of Standards, and the Patent and Trademark Office. She has consulted on international intellectual property for the Office of Science and Technology Policy and has spoken and written widely on the subjects of patent analysis and its applications in competitive intelligence, technology assessment, and portfolio management. Dr. Mogee also teaches statistical patent analysis through training seminars. She has a BA in Chemistry from MacMurray College; an MA in Science, Technology, and Public Policy from George Washington University; and a Ph.D. in Political Science also from George Washington University. In addition to being a member of PIUG, she is a Fellow of the American Association for the Advancement of Science, and a member of the Technology Transfer Society, the Licensing Executives Society, and the Society of Competitive Intelligence Professionals.
 


Speaker: Dr. David E. Martin, CEO, MCAM

Title: "Detecting Quality IP to Protect Present and Future Value: Beyond Boolean "

The United States Patent & Trademark Office is "in crisis". Buried under mounting disclosures, struggling with increasingly sophisticated inventions, suffering with inadequate infrastructure, they, together with their international counterparts, are trying to handle 21st century innovations with 18th century methodologies. In this era, when SEC, IRS and financial scrutiny is demanding accountability, companies, investors and individuals are trying to determine whether "proprietary" positions are assets or liabilities. Since 1982, numerous initiatives have attempted to develop computer-aided analytics to add efficiency to clarifying these challenges. However, as AT&T Bell Laboratories discovered in 1983, classic linguistic processing is unsuitable given the semantic and syntactic complexity of patent documents. How can one distinguish innovation from a carefully deployed thesaurus? How can one reliability determine meaning when language is strategically deployed to capture nuance? In his presentation, Dr. Martin will review why counterfeit innovations flood a world where the standard is "searching" and discuss new approaches to mitigate patent search risk in a world Beyond Boolean.

Dr. David E. Martin, CEO
M7CAM, Inc
207 5th Street, NE
t: +1-434/979-7240
f: +1-434/979-7528
dem@m-cam.com 

Biography:
Dr. David Martin is the founding CEO of M.CAM, Inc. - a Charlottesville Virginia corporation that developed and commercialized the world's first international intellectual property auditing systems to identify the commercial validity and value of IP. As the architect of the actuarial and analytic systems underpinning state of the art financial institution asset risk management systems, Dr. Martin has been at the forefront of IP management system development for over a decade. Dr. Martin has been an Assistant Professor at the University of Virginia's School of Medicine, a lecturer in Engineering and Business at universities around the world, founded and was Executive Director of the first for-profit R&D corporation wholly owned by the University of Virginia's Health Services Foundation and has founded numerous businesses internationally in for-profit and non-profit settings. Dr. Martin was the founder and CEO of Mosaic Technologies Inc., an international technology transfer and competitive intelligence company, was the founder of the Charlottesville Venture Group, a non-profit venture aggregation organization in the mid-Atlantic region, and serves on numerous corporate and civic boards in the U.S. and Asia.

For the past decade, Dr. Martin has worked with State and Federal government agencies in the United States, Europe and Asia on the development of technology transfer practices and policies. Dr. Martin has provided input and authored legislation regarding intellectual property protection and intellectual property financing standards for compliance with the Uniform Commercial Code. A frequent speaker and author - Martin's expertise includes advanced computational database interrogation, intellectual property law and finance, international finance, and history.
 


Speaker: John Haines, VP ClearForest

Title: "Patent Research Automation"

The perennial question facing any inventor when seeking a patent for a new product is that of prior art: existing products that are either similar or have some other significant impact in the area relevant to the proposed invention.  These products may be in the public domain or existing patents that have been granted or applied for.  Researching the latter category in the modern age is a growing challenge in the face of accelerating innovation.
The publication of searchable patent archives of the US and other major countries on the World Wide Web has greatly helped in the logistics of this task, but the problem of analyzing the results of a search remains.  A typical search may yield dozens or hundreds of documents, which hitherto have had to be read or reviewed individually by a human user.  A through examination of existing competitive landscape of a proposed product may thus take many days if not longer.  The noting of key names or relationships needs to be done by hand.
Unstructured Data Mining Tools can help to fully automate this process as it takes data in unstructured form and slices and dices it to provide insights such as names of key players, graphic and textual representation of their comparative distribution, interactive recursive cross references, time-based charts of appearance, and last but not least, visual maps of the links between the members of any category of the users choosing.  The virtually instant insights are equivalent to the sort of in-depth familiarity that would otherwise come only from weeks or months of close study.  In the fiercely competitive world of industrial innovation, such time saving translates not merely into convenience but into clear competitive advantage.

John Haines, VP ClearForest
john@clearforest.com 

Biography:
Mr. Haines brings over 18 years of experience to ClearForest in the role of Vice President of Sales, a position that will focus on managing and growing business globally to increase shareholder value. Mr. Haines extensive experience, in both the U.S. markets and around the world, will enable ClearForest to spread into new markets abroad, as well as to further increase penetration into the U.S both in the private and public sector.

Prior to ClearForest, Mr. Haines was vice president of sales for ScreamingMedia, Inc., New York. In this role, John was responsible for managing sales for the North American and Latin American markets, a focus totaling about 98 per cent of the companys revenue. Prior to this, Mr. Haines worked for Computer Associates International, Inc. for over 12 years. Responsibilities throughout his tenure included senior vice president - channel sales, senior vice president - global accounts, senior vice president - professional services, and vice president - federal sales. Mr. Haines has also worked for Eastman Kodak Company in their Copy Products Division.
 


Speaker: Greg Coyle, anacubis (part of the i2 Group)

Title: "Applying Investigative Analysis techniques and technology to Patent Information "

Since the investigation into the RFK assassination in 1968, increasingly sophisticated visualization and analysis techniques have been widely applied in the law enforcement and intelligence arena. Investigative analysis that was originally carried out using pen and paper is now undertaken with the aid of powerful desktop software tools. Since 1990 i2 has led the market in the provision of data visualization and analysis software tools to the law enforcement and intelligence markets. i2's data visualization and analysis software tools are the de-facto standard in practically every European police force and in most US Federal agencies. i2 currently have over 20,000 licensed users in 1,600 unique organizations worldwide. anacubis is the commercial division of i2, working on delivering visual analysis software solutions to business users. This presentation will explore the similarities between the analysis and intelligence gathering undertaken in Law Enforcement and the requirements, within a commercial environment, to easily and effectively extract intelligence from vast amounts of patent information. Evaluate visualization and analysis techniques in use in Law Enforcement today - Link & Temporal Analysis Case Study: Online information usage in real-world Law Enforcement investigation The application of investigative analysis techniques in a commercial environment Case Study: Visualization and analysis of online patent data to produce both tactical and strategic intelligence (anacubis & Questel Orbit) Demonstration: Consolidation and aggregation of patent and business information to rapidly produce actionable intelligence

Greg Coyle
VP Business Development
anacubis( (part of the i2 Group)
The Visual Space, Capital Park
Fulbourn, Cambridge CB1 5XH
Phone: +44 (0)1223 703995
gregc@anacubis.com 


 

Speaker: Bryan Kim, Wisdomain, Inc.

Title: "Citation Analysis for Practical Use of the Results "

The importance of the citation information is increasing and citation information has been used for a theme of thesis, or widely referred as patent information. However, analysis tools for the actual citation relations are still rarely found. Instead of it, citation information is read in paper-based generally. Now we look into the usage of Citation information through the citation tool developed by Wisdomain, Inc. The example shows you a practical citation analysis and its results. In addition, a usage of whole citation analysis of multiple patents possessed by a specific company will be demonstrated. Finally, Citation Alert will be introduced for patent searchers and analysts.
The summary of the contents:
1. Finding prior art of specific patents (offensive patents) through Citation
Why full citation tree?
How to find the prior arts of a specific patent.
2. Finding alternative technology through Citation
The usage of alternative technology.
How to find technical alternative patents.
3. Grasping technology relationships between companies.
Technology relations between two companies.
Technology relations between whole companies.
Find licensing opportunity of your patents.
4. Most active monitoring tool for competitors' activity.
Introducing of Focust Citation Alert.
Find hidden value of your patents.
Cooperative usage with other patent analysis and functions.

Bryan Kim
President
Wisdomain Inc.
2300 N. Barrington Rd. Suite 400
Hoffman Estates, IL 60195
Phone. 847-490-5310
Fax. 847-885-7965
bryank@wisdomain.com 

Biography:
Bryan Kim is the president of Wisdomain Inc., a patent analysis solution provider. Before establishing the company in 2000, he was a solution specialist in IBM for 10 years and joined Microsoft for Knowledge Management part in 1999. He has a B.S. in Engineering and an M.S. in Numeric Analysis from Seoul Nat'l University in Korea.
 


Speaker: Susan E. Cullen, Aurigin Client Services, MicroPatent LLC

Title: "Critical Application of Citation Analysis "

Today's citation analysis can provide rapid insights, allowing the analyst to take advantage of the aggregated expertise of those who are "skilled in the art". This presentation will demonstrate with actual examples how age-weighted review of technology areas or company portfolios is necessary to identify "highly" cited patents. Used appropriately, citation analysis can identify companies on the leading edge of technology development, measure the health of an R&D enterprise in a company, or assess a technology area. We'll point out the snares in citation data and discuss setting hurdles high enough so that reliable inferences can be drawn.

Subjects to be considered are:
The probative value of self-citation
Global citation analysis of entire portfolios
Leveraging citation analysis with other analytical tools
Using citation clues to expand horizons laterally

Susan E. Cullen, Ph.D.
Senior IP Consultant and Consulting Services Director
19 Oak Park Drive
St. Louis, MO 63141
Office: 314.432.8553
Mobile: 314.753.1760
Fax: 314.432.5066
scullen@aurigin.com 

Biography:
Susan E. Cullen, Ph.D. is MicroPatent's Consulting Services Director. Sue led a research group for 18 years, and has 10 years of IP management experience that included directing a licensing office and participation in redesign of IP practices at Monsanto/Pharmacia. In each of those settings she has worked closely with inventors, attorneys, and business decision makers, and hasBR> front-line experience with the IP issues businesses face. Sue aims to help make people and companies successful through effective IP management. Sue has a Ph.D. in Microbiology from Albert Einstein College of Medicine, a B.S. in Chemistry, and is a registered U.S. patent agent. She is also an Adjunct Full Professor at Washington University in St. Louis.
 


Speaker: Katherine Jakielski, Thomson Derwent

Title: "Using patent intelligence to gain strategic advantage with Derwent Analytics powered by VantagePoint"

This presentation will discuss the unique benefits of analyzing Derwent World Patents Index value-added patent data. A case study will examine the advantages and synergies of using Derwent Analytics powered by VantagePoint software with Derwent data to gain business critical insights across multiple departments within an organization.

Katherine Jakielski
Product Manager
Engineering and Technology
Thomson Derwent
Phone: 215-386-0100 ext. 1462
Katherine.jakielski@isinet.com 

Biography:
Katherine Jakielski is a Product Manager in the Engineering and Technology business unit of Thomson Derwent based in Philadelphia. At Thomson Derwent she is responsible for evaluating customer requirements for new product development and managing the Derwent Analytics powered by VantagePoint data mining and visualization software product. Prior to this, she was an engineer at the NASA Michoud Assembly Facility in New Orleans and worked as a lab supervisor at MIT's Center for Archaeological Materials. She has a BA in Anthropology and a BS in Materials Science Engineering from Lehigh University.
 :


Speaker: Diane Webb, BizInt Solutions and Trudi Jones, TPR International

Title: "New Ways of Analyzing and Distributing Patent Information using BizInt Smart Charts for Patents"

This presentation discusses how companies are using BizInt Smart Charts for Patents to distribute and analyze patent information in new ways. Diane Webb will provide a brief overview of the features BizInt Smart Charts provides for creating, customizing and distributing reports. Trudi Jones will discuss how BizInt Smart Charts for Patents is used by TPR researchers and clients -- including tangible and intangible benefits and ideas for future enhancements.

Diane Webb
Phone: 714-289-1000
FAX: 714-744-1316
dqw@bizcharts.com 

Biography:
Diane Webb is the president of BizInt Solutions, which develops and markets the BizInt Smart Charts product line. After ten years managing the development of information analysis software with the U.S. Government and TRW Inc., in 1996 she purchased the Smart Charts product from TRW and founded BizInt Solutions.  She has a B.A. in physics and the history of science from Harvard and an M.A. in the history of technology from University of Pennsylvania. She enjoys training her two dachshunds to compete in agility, earthdog, and obedience.
 


Speaker: Gavin Fischer, OmniViz

Title: "Text Clustering and Visualizations in Patent Analysis"

Online access has greatly increased the availability and amount of text available to searchers. Different data sources and data bases provide overlapping but non-identical content, and thus expanded access increases the amount of content relevant to a particular search. With this flood of information comes problems such as "how do I understand this" and "how do I find those that are most relevant"?. Text clustering provides a first pass grouping of similar documents but alone is insufficient. However when coupled with interactive visualizations deeper assimilation of the knowledge contained within the groupings is possible. The ability to poke and prod, with instant feedback, enables more rapid understanding of the content of groups of documents, and an understanding of the related themes contained within. Furthermore, understanding of the retrieved content may also require integrated analysis of other relevant information, such as chemical structure. Coupling visual analysis of that additional information with the patent analysis provides a truly powerful knowledge environment. I will present, using OmniViz(, our ideas on how text clustering and visualizations can be used to more rapidly understand the landscape around a subject area by incorporating broad searches of multiple databases. Further I will show how analysis of multiple data types can bring all the information together and enable effective exploration in a graphical environment.

Gavin Fischer, Ph.D.
Application Scientist
OmniViz, Inc.
Phone: (978) 461-1260
Mobile: (978) 549-4009
gfischer@omniviz.com 

Biography:
Gavin Fischer received his Ph.D. from the Boston University Department of Microbiology in 2001. Prior to that he worked in several labs in the molecular immunology world. He has been with OmniViz for the last 2 years working as the technical bridge between the field and the internal development staff.
 


Speaker: Cindy Poulos, Director of Product Management, Delphion Inc.

Title: "Remarkable, Real-world Results with Patent Analysis Technologies "

This presentation will offer a series of real-world examples of how patent researchers are leveraging innovative analysis technologies in unusual ways to get remarkable results from their work. Among the examples: Partners at a law firm are identifying new business opportunities by using a technology that summarizes their work for current clients by IPC, and then leveraging that data to target prospects active in the same IPC Analysts at a company are supporting M&A decisions by using linguistic analysis technology to perform due diligence on an acquisition target's patent portfolio Brokers are finding new properties ripe for licensing by searching for technologies in their specialty area, and using a summarization tool to identify those patents with no assignee The presentation will show step-by-step how researchers are performing these tasks to gain insights that are helping drive key business initiatives.

Cindy Poulos
Director, Product Management
Delphion, Inc.
630-799-0655
cpoulos@delphion.com 

Biography:
Cindy Poulos is a director of product management for Delphion Inc., a provider of software and services for researching, managing and strategically using intellectual property. Poulos is responsible for gathering customer requirements and directing new product enhancements for the company's web-based patent research service, Delphion Research. Poulos has 15 years of marketing experience, including managing product marketing for a line of data warehousing and decision support tools.
 


Speaker: Ron Ranauro, Executive Vice President Worldwide Business Development & General Manager, Gene-IT

Title: "A Deterministic Approachto Finding Percent Identity of Sequences in a Legally-Meaningful Way "

Understanding the novelty of a gene patent claim is often the first test for determining freedom-to-operate for developers of new targets. Yet results from biologically relevant search tools, which were designed for a wholly different purpose, vary. They depend on the parameters used for an array of search options, the size of the query sequence in relation to the database size, and other conditions that introduce uncertainty about IP positions. In addition to their inefficiencies, these techniques may lead to an inaccurate evaluation of IP rights and, ultimately, uninformed decision making on IP strategy. In this session, we examine a deterministic approach that precisely returns all matches with respect to a given identity threshold. The methodology produces exactly the alignments patent attorneys are looking for, without the need for subjective manual intervention. The approach enables organizations to dramatically increase the value of their IP workflow and patent data by rapidly establishing unambiguous "freedom-to-operate" positions; confirming the value of existing claims; and identifying additional licensing opportunities.

Bill Perkins
Phone: 508-754-7300
Cell:617-448-5534
bperkins@sunbridgecom.com 

Biography:
Ranauro drives Gene-IT's business strategy and the expansion of the company's global presence. Co-founder and former chief executive officer of infrastructure software provider Blackstone Computing, Ranauro possesses 21 years of senior executive, sales, and marketing experience. Previous to Blackstone, Ranauro cultivated broad software industry experience through management, marketing and sales positions at Viewlogic Systems, Exemplar Logic, Nextwave, and Data General. Ranauro holds a master's in computer science and a bachelor's in management from Worcester Polytechnic Institute in Worcester, Massachusetts.
 


Speaker: Rahman Hyatt, Minesoft

Title: "Minesoft: Patent Analysis & Search Solutions"

Minesoft has created several new patent information tools and additional modules for PatentOrder Intranet. Searchable Archive allows for easy creation of archives and workgroups on a corporate Intranet. Linked alerting services can be run internally or outsourced to Minesoft. Document Wizard automatically orders and archives patent documents from references located in online databases - now extended to cover references in Excel tables. New services 2003: Minesoft's FDA Orange Book interface makes it far easier to access information... Legal Alerting Services: Extensions to EPTracker ... Plus: a new analytical tool with graphics.

Rahman Hyatt
Minesoft Ltd
100 South Worple Way
London SW14 8ND
UK
Phone: +44 (0)208 404 0658
Fax: +44 (0)208 404 0681
rhyatt@minesoft.com 

Biography:
Rahman Hyatt has over 10 years experience in the Information Industry. After graduating in International Business Studies, he focussed on the European Intellectual Property Field at both Questel.Orbit and Minesoft, working with companies on site in Europe and Asia. During a year spent in Austalia, Rahman gained additional useful experience working in the field of Business Information, in the post Dialog/MAID merger. Rahman trained clients on patent and trademark search tools extensively during his early career and acted as a Questel.Orbit Sales Manager in parts of Europe. Rahman is now Sales Director of Minesoft. He plays an active role in product development and manages specific development projects for corporate clients in addition to leading the sales team, combining his expertise in technology and patents. Rahman is tri-lingual English, French and German, from birth. Rahman's hobbies include Classic Cars; Squash; Cooking and Skiing when he finds the time.
 


Speaker: Anthony Breitzman, CHI Research, Inc.

Title: "Patent Analysis Methods for M&A Targeting and Valuation"

Any merger between large technology-based companies should take into consideration the technological strengths and the technological compatibility between the companies. Moreover, the price of an acquisition should in some way be based on the value of the technology held by the target company. Too often, however, M&A deals are driven by extrapolations of combined market share, sales, and earnings. This may be fine for banking and retailing mergers, but it should not be the only basis for a merger in the telecommunications, chemicals, pharmaceuticals, automotive, or other technology based industries. We make a case, and provide techniques, for using patent analysis in all phases of an M&A deal (e.g. targeting acquisitions, arriving at a fair price, and due-diligence to make sure the acquiring company is getting what it expects). Examples are taken from the Glaxo/SmithKline and HP/Compaq mergers, as well as from other lower profile mergers.

Anthony Breitzman
Vice President/CTO - CHI Research, Inc.
Phone: 856-546-0600
Fax: 856-546-9633
abreitz@chiresearch.com 

Biography:
Since joining CHI Research in 1993, Anthony has worked as a competitive intelligence analyst. His clients include numerous Fortune 500 clients in the chemical, electronics, telecommunications, pharmaceutical and consumer products industries. He has many published articles on a wide variety of topics, including: competitive intelligence, science and public policy, mergers and acquisitions, and mathematical and signal processing algorithms. He has also been an invited speaker at numerous conferences. Anthony holds M.S. degrees in Mathematics, and Computer Science, and has recently completed a Ph.D. in Computer Science.
 


Speaker: Dr. Heinz-Gerd Kneip, BASF Aktiengesellschaft

Title: "Do New Intelligent Tools Keep Their Promises When Applied To Scientific Information?"

Industry relies on high-quality, scientific information from patents and other literature. Historically, to effectively exploit this information, the user community  for good reason  has stressed to database vendors, year after year, to take care about the quality (completeness, consistency and timeliness) of their databases. Searches in their added-value sources were carried out by classical retrieval methods  in a quick and dirty way by endusers or with the artful knowledge of information professionals. For several years, the information community has been paying increasing attention to a new generation of software that is characterized with catchwords like intelligent retrieval, clustering or visualization. A first glimpse via the Web sites of the technology companies producing these products raises expectations with their visions: "read between the lines, "software for an e-revolution, "stop searching - start finding. Demonstrations of these software tools  normally using press archives  are often impressive. BASFs Scientific Information Department has evaluated some of the most promising new tools to find out if they also performed well with scientific information. The idea behind this has been to give us a chance to free endusers from the nitty-gritty of Boolean logic searching and help them to better process larger amounts of information, e.g. by visualization. However, scientific information has turned out to be a hard nut to crack. This paper will summarize the experiences of BASF, derive basic conclusions about strengths and weaknesses and present some ideas of how these fairly new products may be developed further.

Dr. Heinz-Gerd Kneip
BASF Aktiengesellschaft
heinz-gerd.kneip@basf-ag.de 

Biography:
Dr. Kneip studied chemistry at the Universities in Bonn and Muenster. After obtaining his doctorate he entered The Beilstein Institute in 1985. In 1990 he joined the BASF Group Information Center. As head of the search group Specialty Chemicals he is responsible for the worldwide provision of all aspects of information in this area within BASF. In addition he is responsible for BASF Groups information portal and tools that assist endusers to exploit information. Within the Patent Documentation Group (PDG) he is active in the Working Group Internal Management of Information.
 


Speaker: Katherine T. Durack, Ph.D., Miami University, Oxford, OH, USA

Title: "Invention, Knowledge Management, and the Imperfection of Text as Evidence"

For knowledge to be managed, it must be captured, stored, and made available for strategic manipulation. Implementers of knowledge management often include documentation and storage in databases as part of a KM implementation. But how effective are texts at conveying technical and scientific knowledge? Scientist-philosopher Michael Polanyi observes that tacit knowledge-knowledge that we know but cannot tell-is an essential part of scientific genius and the ability to innovate. He also observes that physical embodiments, particularly in combination with other means of communicating, provide one important means for transmitting tacit knowledge about an invention. Early in the history of the patent office, a U.S. patent application reflected the need to "capture" unarticulated aspects of an invention: the application included models as well as text and diagrams. Used in disputes about the content and nature of an invention, models were a vital means for communicating about inventions to the public. Yet for a variety of reasons, this requirement for models was discontinued in the late nineteenth century when many determined that drawings and documentation were adequate to describe most inventions, especially those in the mechanical arts, electricity, and the natural sciences. The practical concerns of managing the knowledge captured in patent models and positivist perspectives on knowledge resulted in the elimination of thousands of models from the patent office collection as well as the requirement for a model with most applications. This presentation considers the historical relationship among the various types of "texts"-drawings, texts, and physical embodiments-that have at various times been required for patent applications. It describes patent office arguments for and against eliminating artifacts as evidence of invention, and concludes by raising implications of such changes for today's theories of knowledge management.

>Katherine T. Durack, Ph.D.
Miami University
Department of English
Bachelor Hall
Oxford OH 45056-3414
Phone: (513) 529-2629
Fax: (513) 529-1392
durackk@muohio.edu 

Biography:
Katherine T. Durack is an accomplished writer and speaker whose interest in patent records began when she discovered a rather curious patent: Hannah Millard's "Dressmaker's Pattern Outfit," a forerunner of today's sewing pattern instruction sheet. Her 1997 article on the topic, "Patterns for Success: A Lesson in Usable Design from U.S. Patent Records," garnered for Durack the first of several "Outstanding Article" awards from different technical communication journals. Her most recent publication, "Research Opportunities in the U.S. Patent Record" has been nominated for the NCTE (National Council of Teachers of English) award for Best Article Reporting Historical Research or Textual Studies in Technical or Scientific Communication. Durack has spoken to academic and professional audiences about her work. In March of 2001, she was Guest Speaker for the Patent Documentation Society and the Patent and Trademark Depository Library Program Annual Luncheon. Additionally, she has been nominated for the Outstanding Teacher Award bestowed by the Associated Student Government of Miami University.
 


Speaker: Andy Gibbs, CEO, PatentCafe.com, Inc.

Title: "The State of the Art in Software Solutions for Enterprise Patent Quality Management "

Because of the value contribution that patents make to corporate wealth, it's now critical that all key staff, not just engineering or legal department managers, integrate patent management into their daily routine. Managers generally understand how patents affect the engineering and corporate legal department, but how do they affect HR, the IT department, Marketing or Finance? This presentation addresses how these key managers can more effectively manage patents to promote corporate value creation. An organization's patent professional is usually at the front line to introduce C-level executives (CEO, ICO, CFO, etc.) to patent management issues. Now, with the growing importance being put on patent value (Accounting standards rule: FASB 142), the growing number of software tools for patent search, analysis, trending, competitive data mining, licensing opportunities and valuation, it's more important than ever to integrate a software solution into corporate patent management ... but which ones? Patents hold a wealth of data that, if properly mined, can provide significant shareholder value enhancement. For instance, an engineering manager's requisition to HR for a key technologist could be answered by H.R.'s data mining global patent information to develop a short list of the most qualified and prolific technical experts in the world - by "age" and region. Department specific tools are emerging that give every manager new power in applying patent data to daily operations. We'll explore the pros and cons, the features and benefits, and the uses and limitations of intellectual property management software solutions, and how they can be deployed to further specific corporate objectives such as competitive market share capture, portfolio development, acquisition valuation, product line extension, licensing revenue generation, and so forth. A high level review of the latest solutions available as of Q-1 / 2003 will be incorporated into the presentation.

Andy Gibbs,
CEO
PatentCafe.com, Inc.
441 Colusa Avenue
Yuba City, CA 95991
Phone: 530-671-0200
Fax: 530-671-0201
Andy@PatentCafe.com 

Biography:
Andy Gibbs is the founder and CEO of PatentCafe, the Internet's largest intellectual property network. He has founded 7 manufacturing and professional service companies, and is an inventor with numerous issued and pending patents in the automotive, medical device, electronics, sporting goods, methods of business and software industry segments. His career experience has ranged from garage entrepreneur to Executive V.P. of Business Development for a Fortune 100 Div. Mr. Gibbs serves on the US Patent and Trademark Office's Public Patent Advisory Committee which advises the Patent Office on a wide range of matters related to the budget, policies and management, and reports annually to the President and the Judiciary Committees. He also sits on the Board of Directors of the Intellectual Property Owners Association (www.IPO.org). He is a member of the Licensing Executives Society (www.usa-canada.les.org), National Association of Patent Practitioners (www.napp.org), and is a member and annual meeting session Chairperson for the Patent Information Users Group (www.PIUG.org). Mr. Gibbs has authored a number of publications and software, including most recently, Essentials of Patents, Patent Quality Management(tm) PQM (John Wiley & Sons, 2003), and has published over 50 articles on intellectual property development, management, strategy and exploitation. As a past Silicon Valley product designer, he has had his hand in the development the world's first home satellite TV receiver systems, LCD watches, flat screen color CRTs, 3-1/2" floppy disks, miniature electronics connectors, automotive diagnostic equipment, ink jet printers, UV / ozone water purification systems, and semiconductor testing equipment for companies such as National Semiconductor, Memorex, ADAC Laboratories, ISS Sperry Univac, and System Industries. Mr. Gibbs regularly speaks to inventors, intellectual property policy makers, patent law and research professionals and government patent office officials internationally, and has spoken at debates and conferences sponsored by Derwent, UK, and the World Intellectual Property Organization, a United Nations NGO, in Hong Kong and Bulgaria. He has appeared as an intellectual property expert on CNN/fn, the Ananda Lewis Show, the Discovery Channel, and numerous TV and syndicated radio talk shows, and has been referenced or quoted by more than 100 major media outlets including Forbes, Wired News, Information Today, USA Today, Bloomberg Washington Report, Time, National Law Journal, London Financial Times, Information Today, and Intellectual Property Today. He has also served as a litigation technical expert witness on numerous cases.
 


Speaker: Phillip W. Barnett, Director, Intellectual Asset Management Financial Advisory Services, PricewaterhouseCoopers, Intellectual Assets Management (IAM) practice, Chicago, USA

Title: "Patent Analysis for Business Managers: Applying a "develop vs license" perspective to the patent landscape "

Business managers, working outside the fields of patent law, information science, and intellectual asset management, need patent information served in a readily understandable format, the sooner the better. They want to be able to participate in the analysis process without getting caught in the mire of too much information and too many documents to read. They want the ability to envision an intellectual property landscape and quickly know where and how much "competition" there is to resolve profitably. They want to make the most informed decisions when it comes to investing in new R&D, an acquisition target, or a potential technology transfer target, often in the face of bold IP strength representations from the other side. Some approaches to classical patent analysis involve a series process of ever-more refined queries into the patent universe that, to the business manager, may appear open ended and subjective. Learn how Multiterm Frequency Analysis (MTFA) takes this series process to a parallel approach, and produces fast categorizations of patent records based on a simple "develop vs. license" strategy question using concentration and innovativeness scores as outputs.

Phillip W. Barnett, Director
Intellectual Asset Management
Financial Advisory Services
PricewaterhouseCoopers LLP
One North Wacker Drive
Chicago, IL 60606
Phone: 312 298 2422
Fax: 312 298 7272
Cell: 312 543 9094
phil.barnett@us.pwcglobal.com 

Biography:
Phillip Barnett is a Director in the PwC Intellectual Assets Management (IAM) practice, Chicago. He assists clients in the design and implementation of Holistic(r) IAM processes emphasizing shareholder value creation and effective knowledge management. Prior to joining PwC, Phil worked at The Dow Chemical Company where as a founding designer of Dow's IAM program, he lead the creation of new corporate wide IA management processes including IA classification, internal benchmarking, trade secrets management, IA value accounting, and new development pipeline management systems. His management experience includes the role of global IA manager for Dow's 2 largest specialty plastics businesses, Epoxy Products and Polyurethanes. His technical experience included several years in research in the fields of catalysis, process optimization and on-line analytical methods, and in new product development with Dow's largest customers in the fields of acrylic, epoxy, and polyurethane applications for automotive, marine, foams, packaging and architectural, electronic and advanced materials markets. He also served customers as the technical service manager for Dow's Acrylic Monomers Business. While Global Intellectual Asset Manager, he managed teams responsible for a portfolio of over 3500 patents, supported several licensing and technology divestiture programs, and served on a key enforment team while coordinating discovery production for a large patent infringement litigation. Phil has recent PwC consulting project and valuation experience in the fields of lubricant stabilization, polyurethane chemicals, dual functional monomers, plastics materials and packaging processes, coatings materials, advanced materials for microelectronics and several automotive component and software technologies. He has filed several business process patents in the field of software facilitated decision support, and is continuously advising clients on new business and product development strategies, patent strategies, licensing, and technology donations to non-profits. He received Bachelor and Master of Science degrees in Biology from Stephen F. Austin University and is an active member of the Licensing Executive Society, Strategic Management Association, Commercial Development and Marketing Association, American Chemical Society, American Institute of Chemical Engineers, and the Product Development and Management Association.
 


Speaker: Gann Xu, Ph.D., Patent Agent, Information & Computing Technologies, DuPont Co.

Title: "Information for Intellectual Property Management "

Intellectual property (IP) generates a significant portion of corporate revenue across industries. Technical, business and legal information is becoming increasingly critical for the management of intellectual property. At various stages of IP management, focus and needs for information are different. This talk will present framework and examples on using information systems to retrieve and analyze information for IP management to enhance IP development, ensure timely IP protection, and facilitate IP commercialization.

Gann Xu, Ph.D.,
Patent Agent, Patent Development,
Central Research & Development, DuPont
Experimental Station, E301/260
DuPont
Rt. 141.
Wilmington, DE 19880
Phone: 302 695 6609
Fax: 302 695 7731
gann.xu@usa.dupont.com 

Biography:
Gann Xu is a registered US Patent Agent with Ph.D. in Molecular Biology. Currently he is an IP Leader of CR&D and is responsible for IP management at Information & Computing Technologies, Central Research & Development (CR&D), DuPont. He is a current member of Scientific Advisory Board of CR&D Leveraged Technologies. Dr. Xu has been playing critical roles in patent development and management since 1996. First a researcher in Biomedical Science and Technology, he moved into positions of patent analyst, strategist, patent consultant and IP Leader. His specialty is in Biotechnology and Nanotechnology patents. He so far authored and co-authored over 20 peer reviewed scientific research and review articles. His recent publication titled "Patent Sequence Databases" was published in World Patent Information (WPI, 24:95-101, 2002). Dr. Xu earned his Ph. D. degree in 1993 at Duesseldorf University, Duesseldorf, Germany in Molecular Biology with extensive research on Molecular Biology, Molecular Genomics, and Genome Sequencing. After postdoctoral training, he joined the University of Pennsylvania as a Research Faculty and then moved to Metabolex Inc., a Biotech Company as a Principal Investigator. With extensive experiences in Biotech and genomics research and patenting, he joined DuPont in 2000 as a Bioinformation and Patent Analyst and became an IP Leader at end of 2001.
 


Speaker: Keith A. Walker, Director of IP Analytics, InteCap, Inc.

Title: "Use of Patent Analysis in 'High-Stakes' Business Contexts: Litigation, Transactions and Intelligence"

This presentation will review several case studies taken from consulting work performed for mid-size to large companies. The case studies will illustrate the use of various data sources; tools and analysis techniques that were applied in support of patent valuation, patent litigation, license negotiation and R&D strategy and planning engagements. Each case study will allow the audience to see how several data sources and tools were used to complement each other in creating a final analysis that supports the above contexts. (Actual names of clients will be kept confidential, but there will be a cross-section of industries represented ranging from telecommunications and semiconductors to biotech.)

Keith A Walker
Director of IP Analytics
InteCap, Inc.
101 N. Wacker Drive
Suite 1600
Chicago, IL 60606, USA
Firm: (312) 357-1000
Direct: (585) 742-1676
Cell: (585) 781-0070
kwalker@intecap.com 

Biography:
Keith Walker is a Director with InteCap who specializes in the analysis of patent and technology data for strategic purposes using state-of-the-art software tools and databases. His work has been used in connection with patent portfolio mapping, competitive benchmarking, R&D and patenting strategy, litigation support, acquisition targeting and due diligence as well as licensing preparation and negotiation. For 16 years prior to joining InteCap, he worked at Eastman Kodak Company in a variety of positions ranging from software engineer, group leader, and product manager to working for the Chief Technology Officer as a patent intelligence analyst. He was a founding member of Kodak's Patent Intelligence Group that developed and refined analytical patent mapping and patent profiling methodologies. Based upon these methodologies, Mr. Walker introduced more disciplined ideation techniques to scientists and engineers. Further, Mr. Walker contributed to Kodak's Technical Intelligence Group, which performs technology and competitor assessments, and developed competitive analyses for the company's R&D and business unit management. He has worked closely with Derwent, Manning & Napier Information Services, Aurigin, ClearForest Software and IBM/Delphion to provide end-user input to the design and functionality of IP information systems and content delivery. Over the past three years, he has assessed emerging text-mining software tools for use in analyzing intellectual property and other sources of competitive information. His licensing experience includes developing an "Open Licensing" model for Kodak's Photo CD System to support Photo CD as a standard in the imaging industry. Mr. Walker is an inventor on five Eastman Kodak U.S. patents relating to advances in hybrid silver halide and digital imaging systems. As a recognized leader in the field of patent intelligence and analysis, he has presented the results of his work to the Licensing Executives Society (LES), the Patent Information Users Group (PIUG), Derwent User's Group and instructed patent attorneys and IP specialists worldwide.
 


Speaker: Edlyn Simmons, Procter & Gamble

Title: "Lies, damn lies, and patent statistics"

Benjamin Disraeli is said to have remarked that "[t]here are three kinds of lies: lies, damned lies and statistics." Patent statistics often lie because of oversights, misunderstandings and misinterpretations rather than deliberate attempts to mislead. Analysts often focus their attention on statistical software without giving full attention to the characteristics of the patents they are analyzing. If the results of a patent analysis are to give a true picture of trends in commerce, research and technologies, the analyst must begin with a comprehensive search and consider changes that might disrupt the trends being measured. Companies are subject to mergers, acquisitions, spin-offs and reorganizations. Patents are reassigned. Companies change their patenting practices. Patent laws and patent classification systems are changed. Patent databases change their country coverage and update schedules. As the examples will show, ignoring these changes can give grossly misleading results.

Edlyn S. Simmons
Section Manager - Patent Information
SourceOne-Business Information Services
The Procter & Gamble Company
5299 Spring Grove Ave.
Cincinnati, Ohio 45217
Phone: (513) 627-5664
Fax: (513) 627-6854
simmons.es@pg.com 

Biography:
Edlyn S. Simmons is a founding member, past Chair, and Director at Large of PIUG.  She serves as  Section Manager, Patent Information in Business Information Services at The Procter & Gamble Company in Cincinnati, Ohio.  She received B.S. and M.S. degrees in chemistry from the University of Cincinnati, and is a registered U.S. patent agent.  Edlyn is a  member of the ACS Divisions of Chemical Information and Chemistry and the Law, and is a member the of the ACS Joint Board-Council Committee on Patents and Related Matters and a consultant to the ACS Joint Board-Council Committee on Chemical Abstracts Service.  She is the Course Director of the PERI (Pharmaceutical Education and Research Institute) course on Patent Information for Pharma/Biotech, serves on a number of advisory boards, and has has written and spoken extensively on chemical and patent information and on the aspects of intellectual property law relevant to patent searching.
 


Speaker: Girard Giroud, European Patent Office

Title: "Project Harmony: Harmonisation efforts of classification system between EPO (European Patent Office), USPTO (United States Patent and Trademark Office) and JPO (Japan Patent Office); Impact for the documentation tasks in the offices and for the users. "

Girard Giroud
Principal Director
European Patent Office
Phone: +31(0)70 340-2300
Fax: +31(0)70 340-4509
ggiroud@epo.org 

Biography:
Girard Giroud is Principal Director of Documentation/Tools, the European Patent Office (EPO) in The Hague and Munich. Documentation/Tools is the department responsible for the collection of technical data, patent literature as well as non-patent literature on a worldwide basis, for the elaboration of the databases, for the creation and updating of computerized search tools used by the EPO examiners to establish the validity of the patents filed. He also pays a crucial role in developing the cooperation between the national offices member states of the EPO, carrying out the projects stipulated in the trilateral cooperation between EPO, USPTO and JPO, as well as promoting the data exchange with other international patent offices. He holds a M.S. degree in Chemical Engineering in France and started his career at the European Patent Office as a search examiner in The Hague. He then moved to the Munich office to create the Department for International Technical Cooperation of which he became the Director. He was later appointed Principal Director of the Vienna Office, which he built up. Girard is presently Vice-President for ICSTI (International Council for Scientific and Technical Information).
 


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