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PIUG 2005 Annual Conference
An International Conference for Patent Information Professionals

The Future of Patent Information - Tools and Techniques for Adding Value

Main | Sponsorships | Program | Registration | Travel Info | Exhibits | Workshops

May 21-26, 2005
Hyatt Regency Crystal City
Arlington, VA USA

TECHNICAL SESSION

PROGRAM

The conference will feature world-renowned experts on patent information regarding post processing of search results, searching techniques, philosophies and tools; experts on newer and upcoming technologies as they pertain to patents, IP and competitive intelligence; USPTO personnel and how they deal with the paperless office, as well as updates from various Patent Office personnel. The conference will include many opportunities for discussion during the Q&A panels following the post processing and patent office sessions. Tuesday afternoon will be dedicated to product reviews followed by a panel of select vendors discussing their plans for the future. Many workshops will also be held in conjunction with this meeting (before and after the technical sessions). We expect 300-400 participants.

Attendees typically have a professional, scientific, or technical interest in patents and represent a multitude of companies. The PIUG 2004 meeting drew an enthusiastic group of over three hundred people to our three day technical session in Baltimore, MD.  Over 20% of the attendees were from non-US locations, that is, more than 70 people from various countries, including Europe, Japan, Korea, Israel, Italy, and Canada.

We hope you will enjoy the excellent technical programming of the PIUG, designed to provide new learning and networking opportunities for the patent information community. We look forward to seeing you in Crystal City.

The PIUG Registration Desk will be open during the following times for meeting attendees to pick up their PIUG Badge and other meeting materials.

Sunday, May 22 - 5 p.m. to 9 p.m.
Monday, May 23 - 7 a.m. to 5 p.m.
Tuesday, May 24 - 7 a.m. to 4 p.m.
Wednesday, May 25 - 7 a.m. to noon

If you have not already registered for the meeting, please go to the registration page for directions.

Meeting Agenda  

Saturday, May 21
  Workshops
 

Title

 

1-4:30pm

“Statistics 101 – making sense of patent analysis”
Magister Ltd., Stephen Adams (registration required)

Washington A

1:00 pm - 4:00 pm

“FAMPAT: The invention at the heart of the family”
Questel*Orbit,  David Dickens (registration required)

Washington B

Sunday, May 22
  Workshops
  Title  
2-3:30pm “Leading-edge solutions for Enterprise-
Wide IP Management & Analysis in 2005 and Beyond”
Micropatent (registration required)
Washington A
8:30am-1pm “Searching Chemical Prior Art on Dialog using
DialogLink 5.0”
Thomson-Dialog, Ron Kaminecki (registration required)
Washington B
8:30-12:00pm "Structure Searching in the CAS Databases", John Zabilski (registration required) Conference Theater
1-3:00pm “Structure searching Derwent WPI using STN Express”
Fiz Karlsruhe Workshop, Robert Austin (registration required)
Conference Theater
  Volunteer Luncheon
12:00 pm - 1:00 (by invitation only)
  PIUG Business Meeting
3:30 pm - 5:00 pm (all PIUG, Inc. Members are encouraged to attend)
  Welcome Reception
7:00 pm - 10:00 pm

Technical Session - Monday to Wednesday

Monday, May 23
7:15 am-8:15 am Breakfast - Sponsored by Questel*Orbit Potomac Room Exhibits
8:00 am - 12:00 pm

Morning Session

The USPTO Goes Paperless
Session Chairs: Ginger DeMille, Martin Goffman

Regency ABCD
8:15 am -8:45 am

     Welcome and Introductory Remarks - Elyse Turner

8:45 am -9:30 am
  1. Keynote Speaker - Howard N. Goldberg, Patent Examining Group Director, Technology Center 2800, USPTO

"The USPTO Goes Paperless: Updates and Initiatives"

9:30 am -10:00 am
  1. "The USPTO Goes Paperless:  Legalizing the Electrifying of the Patent Process" - Jay P. Lucas (USPTO, Sr. Legal Advisor to Automation Projects PCT Legal Administration)
10:00 am -10:30 am Break - Sponsored by Elsevier MDL Potomac Room Exhibits     Regency ABCD
10:30 am -11:00 am
  1. "The USPTO Goes Paperless: Examining Patents in Today's Electronic Environment - How New Tools Have Changed Patent Examination." - Wynn W. Coggins (Supervisory Patent Examiner - Technology Center 3600 - Group Art Unit 3625)
11:00 am - 11:15 am

     Product Review  by Sponsors

11:15 am -11:45 am
  1. "The USPTO Goes Paperless: A Practitioner's Perspective" - Carl Oppedahl (Oppedahl &Larson LLP)
11:45 am -12:00 pm      Product Review  by Sponsors
 
12 pm -1:30 pm Lunch - Sponsored by PIUG Exhibit Hall B
1:30 pm - 5:00 pm

Afternoon Session

Post Processing Tools, Techniques and Philosophies
(Includes Q&A session with panel of speakers)
Session Chair: Ruth Umfleet

 

Regency ABCD
1:30 pm - 2:10 pm
  1. "Adding Value to Search Results at 3M" - John D. Arenivar/Carol E. Bachmann (3M)
2:10 pm - 2:20 pm      Product Review  by Sponsors
2:20 pm - 2:50 pm
  1. "Shepardize a Patent:  A Post-Processing Example" - Richard A. Matula, Ph.D. (Kenyon &Kenyon)

 

2:50 pm - 3:00 pm      Product Review  by Sponsors
3:00 pm - 3:30 pm

Break - Sponsored Micropatent

Potomac Room Exhibits    Regency ABCD

3:30 pm - 4:00 pm
  1. "Microsoft Excel Techniques to Extend Your Capabilities When Working with Patent Data" - Dan Phelps (presenter) and Dave Kemp, (Eastman Kodak Company, Corporate Intellectual Property Strategy Office)
4:00 pm - 4:15 pm      Product Review  by Sponsors
4:15 pm - 5:00 pm
  1. Panel Discussion with speakers from this session
    Panel Moderator: Ruth Umfleet
6:00 pm

Reception and Dinner at The Chart House, Alexandria, VA.
Hosted  by CAS

Tuesday, May 24
7:15 am- 8:15 am Breakfast - Sponsored by Prous Science Potomac Room Exhibits
8:15 am – 12:00 pm Morning Session

Current and Future Trends in Patent Analysis
Session Chair: Tony Arleth

 

Regency ABCD
8:15 am - 8:50 am
  1. "Patent Analysis Based on Molecular Considerations" - Steve Boyer (IBM Life Sciences Group)

8:50 am - 9:00 am

     Product Review  by Sponsors

9:00 am - 9:40
  1. "Text Mining in Scientific Literature, Implications for Patent Analysis" - William Hayes (Associate Director, Research Informatics, Biogen Idec)

9:40 am - 9:50 am

    Product Review  by Sponsors

9:50 am - 10:00 am

PIUG Service Awards

10:00 am - 10:30 am Break - Sponsored by Fiz Karlsruhe Potomac Room Exhibits    Regency ABCD
10:30 am - 11:00 am
  1. "Tech Mining:  Useful Intelligence from Patents and Publications" - Alan Porter (Professor Emeritus of Public Policy, Georgia Tech/Director of R&D, Search Technology, Inc.)

11:00 am 11:10 am

    Product Review  by Sponsors

11:10 am - 11:40 am
  1. "Use of Metacrawlers to Extract Patent Information Directly From Patent Offices" - Daniel Vinsonneau (VTDIM, Founder and President)

11:40 am  -12:00 pm
  1. Discussion panel with speakers from this session
    Panel Moderator: Tony Arleth

     
12 pm 1:30 pm Lunch - Sponsored by CAS Exhibit Hall B
1:30 pm - 3:30 pm  Vendor Review and Break - Sponsored  by Thomson - Dialog Potomac Room Exhibits
 

3:30 pm – 5:00 pm

Afternoon Session

Where are We Headed and How to Get There
Vendor Panel Discussion
Session Chair: Nancy Lambert

Vendor Panel
IFI Claims
LexisNexis Univentio
Micropatent, a Thomson Company
Questel*-Orbi
STN/CA
Thomson Scientific

Regency ABCD

5:30 pm - 7:30 pm

Tours of the USPTO Carlyle Campus
Shuttle transportation provided, registration required along with a picture ID for entry.

8:00 pm - 10:30 pm           Ice Cream Social and IFFI Players
Wednesday, May 25
7:15 am - 8:15 am Breakfast - Sponsored by PIUG Potomac Room Exhibits
8:15 am – 12:00 pm

Morning Session

Hot Topics
Session Chair: Edlyn Simmons

Regency ABCD
8:15 am - 8:45 am
  1. "Full text - spinning gold out of straw!" - Willem-Geert Lagemaat (LexisNexis Univentio)

8:45 am - 8:50 am

    Product Review  by Sponsors

8:50 am - 9:20 am
  1. "Technical Disclosures:  Searching for Defensive Publications" - Henry H. Murray (ExxonMobil)
9:20 am - 9:30am     Product Review  by Sponsors
9:30 am - 10:00 am
  1. "PatCom - The Association of Commercial Patent Information Providers" - Willem-Geert Lagemaat (LexisNexis Univentio)
10:00 am - 10:30 am

Break- Sponsored by PIUG

Potomac Room Exhibits Regency ABC
10:30 am - 11:05 am
  1. "What's New at EPO" - Nigel Clarke (EPO)
11:05 am - 11:15 am     Product Review  by Sponsors
11:15 am - 11:50 am
  1. "News on the Reform of the International Patent Classification" - Dr. Mikhail Makarov (WIPO)
11:50 am - 12:00 pm     Product Review  by Sponsors
12 pm - 1:30 pm

Lunch - Sponsored by Thomson Scientific

Exhibit Hall B
     
1:30 pm – 5:00 pm

Afternoon Session

Updates from Patent Offices
Session Chair: Stephen Adams

Regency ABCD
1:30 pm - 1:55
  1. "Patent Information from the Middle East" - Samer A. Pharaon (Abu-Ghazaleh Legal Services, Riyadh, Saudi Arabia)
1:55 pm - 2:20
  1. "Developments in the Patent Situation in India" - Dr. Marudai Balasubramanian (Pfizer)
2:20 pm - 2:45 pm
  1. "Developments in WIPO's Intellectual Property Digital Library and Traditional Knowledge Databases" - Dr. Mikhail Makarov  (WIPO)
2:45 pm - 3:15 pm

Break -  Sponsored by PIUG

Potomac Room Exhibits Regency ABC
3:15 pm - 3:40 pm
  1. "Developments in Japanese Patent Information from the NCIPI and JPO" - Nobuyuki Tanaka (National Center for Industrial Property Information and Training, Japan)
3:40 pm - 4:05 pm
  1.  "Patent Information from the Eurasian Patent Office" - Dr. Khabibullo Fayazov/Dr. Petr Dzegelenok (Eurasian Patent Office)
4:05 pm - 5:00 pm
  1. Panel discussion with speakers from this session
    Panel Moderator:  Stephen Adams
6:30 pm

Reception and Dinner at the Ronald Reagen Building and International Trade Center
Hosted by Thomson Scientific

Thursday, May 26

  Workshops
     
8:30 am -12 pm Derwent Workshop (registration required) Roosevelt
8 am - 5 pm STN Patent Forum (registration required) Lincoln Jefferson
 

ABSTRACTS

Keynote Speaker: Howard N. Goldberg, USPTO

Title: The USPTO Goes Paperless: Updates and Initiatives

The PTO impetus to move to a paperless environment is moving ahead with numerous initiatives. Today we see dramatic evidence of a paperless office in the new Alexandria campus. This presentation will present Strategic Plan initiatives that are propelling the Office to become entirely paperless as well as address other initiatives that will assist in the workload facing the Office and discuss future e-government plans.


Biography:

Howard N. Goldberg has been a Group Director in Technology Center 2800 since July, 2000. He is one of 5 Directors that leads the largest Technology Center in Patents. Prior to July, Mr. Goldberg served as the Patent Programs Administrator for the Assistant Commissioner for Patents from November 1992. In this capacity, Mr. Goldberg was responsible for planning, formulating, tracking and evaluating a budget in excess of $500 million for the entire Patent Organization. He was also responsible for the review and evaluation of all aspects of the patent operations including the patent examining and technical support workload, workflow, hiring, and productivity.

Mr. Goldberg received his B.S. in Engineering Mechanics from Pennsylvania State University in 1972, and immediately joined the Federal Service as a Patent Examiner. He has examined patent applications in the field of comminution, where he was the expert in the food processing art. From 1983 to 1991, he served as a Supervisory Patent Examiner in Group 3200. He is the recipient of numerous awards including the Department of Commerce Silver Medal for his outstanding leadership contributions in forming the Biotechnology Group and he has received Bronze Medals for excellent performance.

Mr. Goldberg resides in Burke with his wife Lisa.

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Speaker: Jay P. Lucas

Title: The USPTO Goes Paperless:  Legalizing the Electrifying of the Patent Process

This talk will review the major milestones of automating the Patent Office, and the changes in the law that were required to permit the changes. Two racing turtles, automation development and law changes, often compete to be slower, creating a battle of nerves when an automation project is due.

 
Biography:

Jay Lucas, an electrical engineer and patent attorney at the U.S. Patent and Trademark Office, served as an examiner for 12 years, manager of the automation projects for 15 years, and currently is Legal Counsel to the Automation Projects.

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Speaker: Wynn W. Coggins, USPTO

Title: The USPTO Goes Paperless: Examining Patents in Today's Electronic Environment - How New Tools Have Changed Patent Examination

An insider’s view of examining operations will be presented, including a general overview of the typical art unit structure and how electronic tools have impacted patent examination.

 
Biography:

Wynn Coggins is the Industry Outreach Coordinator for Business Methods in Technology Center 3600 at the United States Patent and Trademark Office, and the Supervisory Patent Examiner for Art Unit 3625, E-shopping. As the Industry Outreach Coordinator, her responsibilities include establishing and re-affirming customer partnerships with the software, Internet and electronic commerce industry to facilitate sharing of information and concerns on business method patents. She has written several published articles relating to business method patents, and spoken publicly on the topic to, for example, the District of Columbia Bar Association, The American University Law School, the American Intellectual Property Lawyers Association, the Government Intellectual Property Lawyers Association and the BITS Lawyers Forum. Prior to her current position in Technology Center 3600, Mrs. Coggins was a Supervisory Patent Examiner in Technology Centers 2100 and 3700. Mrs. Coggins joined the Patent and Trademark Office in 1990, after spending four years working for an engineering and architectural consulting firm.

Mrs. Coggins received her undergraduate degree in Civil Engineering from Clemson University in 1986. She received a Certificate in Information Systems Management in 1998 from the George Washington University. She is a 1999 graduate of the George Washington University School of Business and Public Management, where she received a Masters Degree in Management Information Systems Technology with a concentration in Information Resources Management. Mrs. Coggins is also a 1999 graduate of the Government Services Administration 1000 by the Year 2000 Program, an information resources management specialty program for government employees, and is a 2002 recipient of a Certificate of Advanced Public Management through The Maxwell School of Syracuse University. She was awarded the Department of Commerce Bronze Medal Award in 2001 for Superior Federal Service in recognition of her work as a Supervisory Patent Examiner. Mrs. Coggins is member Chi Epsilon, the civil engineering honor society.

Mrs. Coggins is married to Wallace Coggins and they reside with their daughter Kathryn in Arlington, Virginia.

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Speaker: Carl Oppedahl, Oppedahl & Larson LLP

Title: The USPTO Goes Paperless: A Practitioner's Perspective

Increasingly, patent and trademark offices around the world are moving away from paper communications and toward electronic commerce and communications. This presentation will summarize non-paper initiatives of the USPTO and WIPO. The presentation will detail types of communications that can be done in non-paper format, as well as types of authentication used for e-filings. We will also discuss those areas where paper originals are still important, for example for legal or evidentiary purposes. We will describe areas where it helps to be paperless, for example communications between law firm and client.

 
Biography:

Carl Oppedahl is a partner in the intellectual property law firm of Oppedahl & Larson LLP. He is vice-chair of the Electronic Commerce Committee of the American Intellectual Property Law Association. His firm has served as beta-tester for many USPTO and WIPO e-commerce systems including EFS, PCT-EASY, PCT-SAFE, ABX, and the USPTO Madrid Protocol e-filing system. His firm hosts many e-commerce list servers including lists for US patent e-filings, US Madrid Protocol e-filings, and PCT e-filings. Carl received his law degree from Harvard and teaches Advanced Patent Law as an adjunct professor at the University of Denver Law School.

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Speakers: John D. Arenivar and Carol E. Bachmann, 3M

Title: Adding Value to Search Results at 3M

Increasing complexity and volume of patent information have changed the role of search intermediary in the corporate environment. Busy requestors have less time to review search results and require more assistance in managing and interpreting the information. Above all, their time is best spent on assessing content. At 3M, teams of information researchers have developed tools and stratagems to organize results in meaningful ways and present the results to clients in formats that add value, increase their utility, and provide additional functionality. This paper describes several solutions that 3M Library & Information Services developed to respond to these challenges. We will describe the design and use of patent databases enabled with analysis functions drawing on multiple software platforms (Notes, Excel, and others). In addition, we will present automated template methods to organize and present traditional lists of abstracts enhanced using tools that brand the work product, provide a link to the searcher, improve the consistency and professional appearance of the resulting documents, and ease the end client's link to primary patent information.

 
Biographies:

Carol Bachmann is a Patent Information Specialist with 3M's Library & Information Services department in St. Paul, MN. In this position she is responsible for providing in-depth intellectual property information searches and patent current awareness to 3M's researchers and IP attorneys. Carol is a member of PIUG and the editorial advisory board for the Elsevier journal "World Patent Information". Carol received a B.S. in Chemical Engineering from Iowa State University. She joined 3M in 1985 as a product development researcher working on film extrusion and nonwoven thermal insulations. As a result of this work she is an inventor on four patents. She has worked with patent information since 1995 and received another patent related to her work with the creation of IP management databases.

John Arenivar is a Patent Information Specialist in the 3M Library & Information Services in St. Paul, MN. John provides in-depth patent information and analysis to scientists and legal personnel, supporting corporate research in a variety of technical disciplines. John earned a Ph.D. in Inorganic Chemistry from the University of California, Berkeley, and held postdoctoral positions at the University of Alberta and the University of Cincinnati. Prior to joining 3M as a patent researcher in 1997, John worked as a bench and scale-up chemist for the Shepherd Chemical Co. (Cincinnati) and as a Knowledge Analyst for Teltech (now part of Find/SVP). He is a member of PIUG and the American Chemical Society.
 

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Speaker: Dan Phelps, Ph.D. (speaker) and Dave Kemp, Eastman Kodak Company

Title:  Microsoft Excel Techniques to Extend Your Capabilities When Working with Patent Data

Excel is used extensively to organize and display patent data. However, most people routinely use only a small part of the power available in Excel. In this presentation, we share many of the techniques and utility tools that we have developed in the Excel environment to assist us in performing our patent intelligence and IP strategy work. The presentation will be broken down into two parts. In Part I, we demonstrate what can be accomplished by using the functionality built into the Excel user interface when patent data is structured and displayed as an Excel list. In Part II, we introduce an Excel utility add in we wrote to automate several routine, but time-consuming, tasks we encounter in our work. The functionality provided by Excel through its built-in functions and our add in has greatly extended our capabilities for working with patent information, and it has helped to make us much more productive.

 
Biography:

Dr. Phelps is a senior analyst in the Corporate Intellectual Property Strategy Office of Eastman Kodak Company. He has worked at Kodak since getting his PhD in solid-state physics from the University of Illinois in 1974. During his time with Kodak, he has held a variety of R&D individual-contributor and management positions. For the last 10 years, he has been leading the internal company effort to develop and deploy methodologies and tools for finding, organizing, analyzing, and visualizing information from intellectual property databases. His current emphasis is on using patent information to help Kodak organizations develop data-driven intellectual property strategies that maximize the value of the Kodak patent portfolio.

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Speaker: Richard A. Matula, Ph.D., Kenyon & Kenyon

Title: Shepardize a Patent: A Post-Processing Example

A report of search results in a law-firm environment includes stating clearly what was searched, what was not searched, where null results were obtained, that dates of the searches, as well as covering an appropriate range of sources. While it is often the situation the same basic request is not always asked for by the same words, it is therefore helpful to develop a standard list of what to search. This helps to standardize the process not only for different requestors, but also for the different information professionals involved. These issues are illustrated by describing the post-processing activity for Shepardizing a patent.

 
Biography:

Richard Matula is Senior Information Specialist at Kenyon & Kenyon, a New York intellectual property law firm with offices also in Washington, DC, and Silicon Valley. His main function is scientific and technical information retrieval in areas of interest to the firm’s clients. Previously he was a Member of the Technical Staff, as an Information Scientist, at Bell Laboratories for about 20 years providing information support to the legal, technical, and scientific communities with a heavy emphasis on inorganic materials. He was also involved in regularly producing several series of internal bibliographies of wide scientific and technical interest as well as serving on a quality committee. Before Bell Labs, he was Associate Senior Researcher at CINDAS, Center for Information and Numerical Data Analysis and Synthesis, at Purdue University. Projects included compiling and evaluating experimental data of electrical and mechanical properties of rock salt applicable to nuclear waste disposal, compiling and evaluating experimental data of thermal radiative properties of aerospace and aircraft materials applicable to national defense, and compiling experimental data of mechanical properties of carbon-carbon composites applicable to aerospace use. He developed recommended values, for the pure elements from low temperatures to past the melting point, for experimental data of “Electrical Resistivity of Copper, Gold, Palladium, and Silver” that was published in the Journal of Physical and Chemical Reference Data. He has served on information committees or subcommittees for the American Institute of Physics, ASM International (previously called the American Society for Metals), Chemical Abstracts Service, and QuestelOrbit. His undergraduate degree is in Electrical Engineering from Newark College of Engineering, now called New Jersey Institute of Technology. His Ph.D. is in Physics from Purdue University with dissertation work in experimental, low-temperature, solid-state physics, specifically studying electron damage in germanium at liquid-helium temperature.

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Speaker: Steve Boyer, IBM

Title: Patent Analysis Based on Molecular Considerations

We have successfully demonstrated the use of IBM’s text analytics & annotation technology to electronically analyze the full-text of > 2,602,697 patent documents and create a database of > 8 million chemical structures. In doing so, we have opened the doors to searching and documenting molecular entities in a previously inaccessible area characterized by arcane and inconsistent nomenclature. By converting previously obscure chemical nomenclatures into universally recognized structures, the vast scientific literature of chemical and molecular information is rendered amenable to database technologies.

 
Biography:

Dr. Stephen K. Boyer has over 25 years of experience in numerous capacities in corporate environments. During the 14 years at IBM’s Research Division, Dr. Boyer was credited with being the “father” of the IBM Patent Server (http://www.patents.ibm.com). This effort (1994-2000) to attempt to aggregate the entire intellectual property of the world into a single database and make it available on the internet resulted in one of the largest and most successful internet sites on the web. This accomplishment has been acknowledged worldwide as a pivotal event that impacted the entire world of intellectual property. Dr. Boyer served as an advisor to the World Intellectual Property Organization (WIPO) on their WIPO-Net initiative and as a lecturer to the WIPO international academy on technical issues and opportunities for improving international access to intellectual property. The IBM Patent Server (later known as the Intellectually Property Network) was so successful that IBM spun it off as an independent business venture known as Delphion (http://www.delphion.com). This was later acquired by Thomson Publishers. Dr. Boyer was the primary catalyst in IBM’s Digital Library initiative. He initiated collaboration between IBM and Thomson Publishing which resulted in a successful effort to make scientific and technical journals available via the internet, currently marketed as the Web of Science by Thomson ISI Corp. Dr. Boyer has worked in numerous capacities (technical and management) for IBM including four years on overseas assignments to direct scientific and technical computing initiatives in Europe. He worked with numerous companies to foster new initiatives related to scientific and technical computing. Dr. Boyer has patents applying computer technology to developing tools for building scientific databases and several pending patents on internet metacrawling & searching technologies. Recently he has been working in the area of ‘text analytics’, specifically on the automated annotation of large document repositories. Prior to working for IBM research, Dr. Boyer worked for 10 years with Ciba-Geigy, a Swiss pharmaceutical company now called Novartis. While at Ciba-Geigy, he worked in Europe and in the US as a Senior Research Scientist where he played a critical role in the development and commercialization of two drugs, (a cephalosporin antibiotic (Oraspore) and an ACE inhibitor (Lotensin / Benazapril)). Dr. Boyer has numerous technical publications and has lectured extensively as an invited speaker. He holds several patents related to the discovery of new synthetic methods and production of medicinal compounds currently marketed by Novartis. Prior to working at Ciba-Geigy / Novartis, he worked as a lecturer in theTufts University chemistry department. He holds a Bachelor of Arts degree from Temple University in Philadelphia and a Ph.D. in synthetic organic chemistry from Tufts University in Massachusetts.

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Speaker: William Hayes, Biogen-Idec

Title: Text Mining in Scientific Literature, Implications for Patent Analysis

Text Mining is rather like humans “skimming”; it is less intelligent, but also less error prone and much, much faster. Some typical results are:

  • statements about terms occurring together, such as “Serotonin and depression are often mentioned in the same article”,
  • classification of texts based on groups of related terms, for example “papers mentioning dopamine, alpha-synuclein, apoptosis, and substantia nigra are probably about molecular mechanisms of Parkinson’s disease”,
  • associations of terms or concepts with other concepts or clusters of papers, such as, “VEGF is often mentioned in papers about angiogenesis and metastasis”, and
  • named relationships between terms, such as, “Gleevec inhibits multiple tyrosine kinase moieties” (this last requiring Natural Language Processing (NLP) software).

The time is right to apply Text Mining in Discovery. The need is indisputable: while the number of patents and articles has doubled in the last 10 years, our methods for dealing with the flood remain unchanged. Fortunately, Text Mining is beginning to mature:

  • computer hardware has progressed to where maintaining millions of dynamically indexed documents is relatively cheap.
  • specialized biomedical “ontologies” (like the clustering of terms mentioned above) are now commercially available and complete enough to be useful.
  • practical NLP tools are now available.

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Biography:

William Hayes, PhD Molecular Biology and Bachelors in Aerospace Engineering from Georgia Tech, is the head of the Library and Information Services at Biogen Idec. He is focused on extracting the maximum value out of the available literature content through the use of the best techniques in literature analytics and newer operational guidelines.  He has extensive experience with text mining, bioinformatics, and grid computing in meeting the challenges of informatics-driven drug discovery.

Speaker:  Alan Porter, Georgia Tech/Search Technology, Inc

Title: Tech Mining: Useful Intelligence from Patents and Publications

“Tech Mining” seeks to change the way we manage technology by bringing empirical information to bear effectively and quickly. We base the approach on:

  1. learning what managers need to know, and
  2. bringing to bear knowledge about technological innovation processes.

Integrating these yields a framework of:

  • 13 management of technology (MOT) issues, breaking out into
  • 39 MOT questions, and leading toward
  • ~200 innovation indicators.

Tech Mining uses patent and research publication data to generate those indicators that help answer the MOT questions, to resolve the MOT issues. We standardize the questions posed, set the data sources to be used, and script the analyses and information representation. That speeds the process to provide actionable intelligence in a day.

 
Biography:

Alan Porter's 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. Dr. Porter is Director of R&D for Search Technology, Inc., Norcross, GA. He is also Professor Emeritus of Industrial & Systems Engineering, and of Public Policy at Georgia Tech, where he remains with the Technology Policy and Assessment Center. He is author of some 200 articles and books, including Tech Mining (Wiley, 2005).

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Speaker:  Daniel Vinsonneau, VTDIM, Founder and President.

Title:  Use of Metacrawlers to Extract Patent Information Directly From Patent Offices

This session presents a new patent search methodology that retrieves from hard-to-reach international sources evidence of prior art that limits the scope of any Intellectual Property document’s claim to novelty.

 
Biography:

Mr. Vinsonneau was responsible for Intellectual Property at Aerospatiale’s Space Division where he contributed to over 200 patent applications.  Since 1990 he is in direct technical and commercial contact with top patent professionals in over 12 leading European corporation including AIRBUS, EADS, EUROCOPTER, DANONE and LEGRAND SA.  Mr. Vinsonneau holds several degrees from prestigious French institutions including the ENP for mechanical engineering, CNAM (Arts et Métiers) for mathematics and radio electricity, and Technology Watch Expert (Geneva).  He is a frequent speaker at the University of Nice post-graduate studies in Economic Intelligence and at the CERAM (Commerce and Management).

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Speaker: Willem-Geert Lagemaat, LexisNexis Univentio

Title:  Full text – spinning gold out of straw!

With increasing importance being placed on full text patent databases, it is time to examine the quality of the databases currently available.  This paper will review a range of full text databases published by various patent offices and the commercial sector; examine the processing steps used to transform raw data into searchable full text and highlight some of the issues required to enhance quality, improve timeliness and extend backfiles beyond the present level.

 
Biography:

Willem-Geert Lagemaat is CEO of Univentio, a LexisNexis company with its headquarters in the Netherlands that specializes in building bibliographic, full text and image patent databases for the online, intermediary and end-user IP communities.  After graduating from his technical university (HTS), Willem joined Univentio in 1993 and was appointed CEO of Univentio in 1996. In 2005, Univentio became a part of the LexisNexis group of companies, and Willem was appointed senior director of global IP product strategy.  Willem is also the current President of PatCom, the association of commercial patent information service providers.

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Speaker:  Henry H. Murray, ExxonMobil Research and Engineering Information Research and Analysis

Title:  Technical Disclosures: Searching for Defensive Publications

Much has been written about the technical disclosure from the legal and strategic perspective, far less from the perspective of the searcher charged with finding these publications.

Recent changes in practices by database producers and providers (including the USPTO) have altered the landscape of technical disclosures, particularly how and where to search for this unique type of publication.

This presentation will give an overview of technical disclosures from the searcher’s perspective. The body of the presentation will address principal sources, unique aspects of the databases, and how to access such information. Specific examples will be used to illustrate the potential significance of the technical disclosure.

 
Biography:

Hal Murray was formally trained as a inorganic chemist, Yale University, then broadened his background with postdoctoral studies at the University of Bayreuth, Germany and Texas A&M University. After a year at Engelhard, Hal joined Exxon Research and Engineering in 1989 as a researcher. In 1996 Hal joined the Information Research and Analysis Group. Hal is a member of the EI EnCompass vocabulary task force and EI Encompass Advisory Board. In addition to patent searching, Hal’s other professional interests include competitive intelligence and data visualization.

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Speaker: Willem-Geert Lagemaat, LexisNexis Univentio

Title:  PatCom - The Association of Commercial Patent Information Providers

With the increased development of free services from patent offices around the globe, the call for a communication platform from the commercial patent information providers increased in recent years. PatCom was founded in1997 and reformed in 2004 into a formal association. PatCom's objectives are to define and maintain a clear distinction between free and commercial patent information services. For patent information users it is essential to have the possibility to select from multiple information sources and providers. In the past, market forces and the increasing sophistication of customer demands have resulted in continuous improvement of patent information products and services by commercial organizations, resulting in better tools and better data for the information users. There must be a healthy balance between the patent offices on one hand and the commercial information providers on the other to assure the availability of a broad offering of services and continued innovation. Where patent offices move more and more into the domain of commercial providers, innovation stops and user choice is reduced, as they have to rely more heavily on the services of the patent offices. With free services, support, continuity and continuous improvement of services are questionable and less open to influence from the end user. This presentation will explain the activities of PatCom in this field, and why it is important and supportive to all users of patent information.

 
Biography:

Willem-Geert Lagemaat is CEO of Univentio, a LexisNexis company with its headquarters in the Netherlands that specializes in building bibliographic, full text and image patent databases for the online, intermediary and end-user IP communities. After graduating from his technical university (HTS), Willem joined Univentio in 1993 and was appointed CEO of Univentio in 1996. In 2005, Univentio became a part of the LexisNexis group of companies, and Willem was appointed senior director of global IP product strategy. Willem is also the current President of PatCom, the association of commercial patent information service providers.

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Speaker:  Nigel Clarke, European Patent Office

Title: What's New at EPO

The 2004 edition of the EPO's annual patent information conference, took place in Prague. Nigel Clarke reports on the highlights of that meeting and also presents important developments from the EPO since then. He will give an overview of the current status of patent information projects, and developments planned untill the end of 2005.

 
Biography:

Dr. Nigel Clarke has a First Class honours degree in physical chemistry and a PhD in neutron scattering. After university he moved into metallurgy and materials science working in nuclear and defence R&D as a research scientist and subsequently as project manager. He is a Chartered Chemist, Chartered Physicist, a Member of the Royal Society of Chemistry, and of the Institute of Physics and is registered as a European Physicist. In the IP world he started as an Examiner at the EPO in The Hague, transferred into IT project management, and later settled into patent information at the EPO in Vienna. He has organised many international patent information events, and managed projects supporting patent information networks in Europe. Currently he is involved in market research, and the promotion of the EPO's internet services such as esp@cenet.  He has been heavily involved in the development and delivery of EPO training courses especially for Eastern European countries and non-member states espacially in the Far East and the CIS countries. He maintains a strong personal interest in raising awareness of IPR among scientists and engineers in universities and SMEs.

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Speaker:  Dr. Mikhail Makarov, WIPO

Title:  News on the Reform of the International Patent Classification

The reform of the International Patent Classification (IPC) has been carried out since 1999 and is now closing completion. This presentation will review and explain reasons for the reform, its progress and main features. The reform introduces such fundamental changes to the IPC as its division into the core and advanced levels, creation of the electronic layer, reclassification of patent collections according to the current version of the Classification and establishment of the Master Classification Database containing classification data of the worldwide patent documentation. The eighth edition of the IPC will represent a new, reformed Classification. It will be published in June 2005 and will enter into force on January 1, 2006, the date when it should be implemented by industrial property offices.

 
Biography:

Mr. Mikhail Makarov is Deputy Director and Head of the Patent Information, Classification and IP Standards Service at WIPO, responsible in particular for the development of the International Patent Classification (IPC), the PCT minimum documentation and industrial property technical standards. He holds a degree in chemistry from the Moscow University and followed postgraduate studies at the Central Institute of Higher Patent Education. He became an examiner and Deputy Head of Division at the All-Union Research Institute of the State Patent Examination, Moscow. In 1990, he moved to WIPO as Industrial Property Information Officer. Mr. Makarov is an author of several articles concerning revision and reform of the IPC, published in the journal World Patent Information.

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Speaker:  Samer A. Pharaon, Abu-Ghazaleh Legal Services

Title:  Patent Information from the Middle East

This presentation will discuss the major innovation in patent protection in the Middle East, the launch of the Gulf Cooperation Council patent system. The operating procedures and definitions of patentability will be explained, as well as the examination procedures and the advantages for the applicant of using the new system.

 
Biography:

Mr. Pharaon is a Jordanian national, educated in Jordan (LL.B Mutah University 1992) and the USA (LL.M., Brigham Young University, 1997). He has experience as an attorney at law, with A.K. Pharaon & Partners based in Amman, Jordan, and has practiced in various fields of law, serving clients in the Middle East and Europe. His current position is as Director of Abu-Ghazaleh Legal Services (ABLE), based in Riyadh, Saudi Arabia.

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Speaker:  Dr. Marudai Balasubramanian, Pfizer

Title:  Developments in the Patent Situation in India

The presentation will cover a brief overview of history of Intellectual Property Rights in India, Patent Act of 1970 and recent changes to the patent law. Details on the patent information systems, patent resources and patent search services, types of inventions that can be patentable and non-patentable will be discussed. Finally current aspects of India's obligation to the WTO will be presented.

 
Biography:

Dr. Balasubramanian "BALU" received his Ph.D. in Organic Chemistry from Indian Institute of Technology, Chennai, India. After some years of post doctoral experience at the University of Florida, he moved to Reilly Industries, Indianapolis, IN, as a Research Associate. In 2002, he joined Pfizer, Ann Arbor, MI, as a senior Information Scientist for the Information management.

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Speaker:  Dr. Mikhail Makarov, WIPO

Title: Developments in WIPO's Intellectual Property Digital Library and Traditional Knowledge Databases

This talk will discuss the developments in the WIPO’s Intellectual Property Digital Library, including the full-text PCT Gazette, a range of databases in the fields of trademarks and related rights, and new test databases in the field of Traditional Knowledge, of particular interest to pharmaceutical searchers.

 
Biography:

Mr. Mikhail Makarov is Deputy Director and Head of the Patent Information, Classification and IP Standards Service at WIPO, responsible in particular for the development of the International Patent Classification (IPC), the PCT minimum documentation and industrial property technical standards. He holds a degree in chemistry from the Moscow University and followed postgraduate studies at the Central Institute of Higher Patent Education. He became an examiner and Deputy Head of Division at the All-Union Research Institute of the State Patent Examination, Moscow. In 1990, he moved to WIPO as Industrial Property Information Officer. Mr. Makarov is an author of several articles concerning revision and reform of the IPC, published in the journal World Patent Information.

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Speaker:  Nobuyuki Tanaka, National Center for Industrial Property Information and Training, Japan

Title:  Developments in Japanese Patent Information from the NCIPI and JPO

This presentation will introduce the recent developments at the JPO and the NCIPI regarding patent information services. In Oct. 2004, the NCIPI (the National Center for Industrial Property Information and Training) was reorganized and started to provide services related to the IPDL (the Industrial Property Digital Library), PAJ (Patent Abstracts of Japan) and other patent information. The IPDL was launched by the JPO in 1999 and now provides access for approximately 5 million searches for or references to IP documents per month. Last year, the IPDL started to provide the CSDB (Computer Software Data Base) which was established by the JPO for use in its patent examination process. The patent publication media at the JPO has been changed from paper and CD-ROM to DVD-ROM whose data format is XML. In 2006, the utility model official gazette of the JPO will be issued through the Internet.

 
Biography:

Mr. Tanaka received a Master’s Degree in Electrical Engineering from Waseda University in 1985 and joined the Japan Patent Office (JPO) in the same year, where he worked as Patent Examiner in the Telecommunications Division for 10 years before moving to the International Affairs Division. He held an international appointment in Korea before returning to the JPO as senior patent examiner and then moving to his current position, as Director, Information Dissemination Department of the National Center for Industrial Property Information and Training (NCIPI). He has also completed studies at the Graduate School of Electrical Engineering in Boston University.

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Speaker:  Dr. Khabibullo Fayazov/Dr. Petr Dzegelenok, Eurasian Patent Office

Title:  Patent Information from the Eurasian Patent Office

The EAPO produces a range of information products, including CD-ROM abstracts and a gazette. The newest tool being developed is the EAPATIS system, which is not yet available to the public. Details of the publication procedures at the EAPO and current operations will be discussed.

 
Biography:

Dr. Fayazov is a Vice-President of the Eurasian Patent Office (EAPO) based in Moscow. He chairs the Permanent Working group on Information Technologies of the Administrative Council of the EAPO, which mandated the development of the EAPATIS system for documentation between the national offices of the member states of the EAPO.

Dr. Dzegelenok is the Director of the Search and Information Systems Department at the Eurasian Patent Office (EAPO), based in Moscow.

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Program Committee::
Barbara Burg (barbara.l.burg@gsk.com) – Co-Chair
Terri Dockter (terri@terridockter.com) – Co-Chair

Stephen Adams
Tony Arleth
Ginger DeMille
Marty Goffman
Nancy Lambert
Edlyn Simmons
Ruth Umfleet

Please send comments, corrections, information or suggestions for the PIUG webpages to the PIUG Webmaster.
Sunday, 26. February 2006 / Web Page Committee / Rodney Cruise