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The International Society for Patent Information Professionals

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Virtual Patent Searching Fundamentals

The PIUG Patent Searching Fundamentals provides the foundation of essential patent knowledge by describing approaches to effective patent searching. Learn from leading patent professionals with varied and extensive backgrounds in intellectual property information.

View full biographies of each faculty member.

Attend the live webinar including Q&A with patent experts or view recorded sessions available on-demand shortly after completion of the live session. Each registered attendee is provided with an invitation for each individual session. A recording link and PDF copy of the presentation will be sent shortly after each session has completed.

Introductory Video Describing the Webinar Series

Complete Series Registration

Save approximately 15% savings over registering for each webinar, one at a time by registering for the complete series.  Register HERE.

Membership Status     Series Fee      Individual Webinar Fee

PIUG Member            $480                $80

Non-Member              $600                $100

By becoming a PIUG member you can save the cost of membership with the PIUG Member complete series discount!

Course Offerings

Date   Title (Link to Information & Individual Course Registrations)  Instructor
 September 15, 2021  Understanding Intellectual Property for Patent Searchers  John Zabilski
 September 29, 2021  Choosing and Evaluating Patent Searching Resources  Martha Yates
 October 13, 2021  Essential Patent Search Techniques  John Zabilski
 November 3, 2021  Patent Classification  Stephen Adams
 November 10, 2021  Introduction to Patent Analytics and Technical Intelligence  Anthony Trippe
 December 1, 2021  Patent Searching - Beyond the Basics  Dominic DeMarco
 December 15, 2021  Finding and Understanding Legal Status Information  Stephen Adams

Register for Individual Webinars Below!

Webinar 1       September 15, 2021  11 AM – 12:30 ET      Instructor: John Zabilski

Understanding Intellectual Property for Patent Searchers  (Return to Table)

Learn key patent information providing a working knowledge of important aspects every searcher should know and to help guide you towards obtaining relevant search results.

  • What constitutes intellectual property
  • Advantages of owning a patent
  • Types of patent publications
  • Parts of a patent publication
  • Basics of U.S. Patent Law
  • Essential International Patent Law
  • Patent timeline including publication stages
  • Patent term adjustments and extensions

Webinar 2       September 29, 2021 11 AM – 12:30 ET      Instructor: Martha Yates

Choosing and Evaluating Patent Searching Resources  (Return to Table)

Learn how to find patent searching resources and more importantly how to evaluate those resources: 

  • How do you evaluate data quality? 
  • How do you evaluate search and analysis features? 
  • How do you choose the right tool or tools for your particular circumstances? 

These questions are discussed along with a review of available free and commercial resources.

Webinar 3       October 13, 2021       11 AM – 12:30 ET      Instructor: John Zabilski

Essential Patent Search Techniques  (Return to Table)

Learn essential information and techniques to effectively search for patent information.

  • Understanding database coverage, content and structure
  • Evaluating a bottom-up versus a top-down approach to control precision versus recall
  • Mining data using analysis and semantic techniques to identify relevant search terminology
  • Comparing search types including bibliographic, keyword, classification, full-text and indexed content
  • Building comprehensive search statements using search operators and command language techniques including nesting, truncation, wildcards and stemming
  • Contrasting search features across free and commercial resources
  • Considering necessary steps for different search types: Patentability, Freedom to Operate and Validity
  • Viewing a search case study applying these techniques

Webinar 4       November 3, 2021     11 AM – 12:30 ET      Instructor: Stephen Adams

Patent Classification  (Return to Table)

This session will provide an overview to the effective use of patent classifications.  The systems covered will be the International Patent Classification and its derivatives, the CPC and the FI systems.  You will encounter illustrations of usage for different types of patent information retrieval.  There are several mechanisms to enable the user to identify the classification marks which may be suitable for each subject-based search; tools for this will be discussed, relevant to each of the distinct classification systems covered.  The revision cycles will be described together with means for keeping your knowledge up-to-date.

Webinar 5       November 10, 2021   11 AM – 12:30 ET      Instructor: Tony Trippe

Introduction to Patent Analytics and Technical Intelligence  (Return to Table)

This introductory webinar provides examples of the stages required for performing patent analytics, and for the preparation of a Patent Landscape Report (PLR). Patent analytics and PLRs support informed decision-making and are designed to efficiently address the concerns associated with making high stakes decisions in technologically advanced areas with a maximum degree of confidence. For many years' decision-makers operated based on personal networks and intuition. With the institution of patent analytics, and PLRs, it is possible for these critical decisions to be made with data-driven approaches that deliver informed choices, and lower risk profiles. This session will provide an overview of the patent analysis process and provide a case study.

Webinar 6       December 1, 2021     11 AM – 12:30 ET      Instructor: Dominic DeMarco

Patent Searching – Beyond the Basics  (Return to Table)

Whether it is Week 10, Month 10, or Year 10 of searching patents, there will always be a new tip or trick that can make you better. In this fast paced and interactive class, we will help you think creatively to develop adaptive search queries and multi-pronged strategies that will hopefully keep you from being replaced by a machine learning algorithm…for a few years, at least.

Students need to have completed the preceding search courses through PIUG or have at least one year of patent searching experience. All should come to class with an open mind and willingness to do things differently. Every patent searcher has routines they follow, but our goal in this class is to help you shake things up and avoid falling into a rut. This will help you approach every search fresh, increase your efficiency, and hopefully, make your job less boring.

Webinar 7       December 15, 2021   11 AM – 12:30 ET      Instructor: Stephen Adams

Finding and Understanding Legal Status Information  (Return to Table)

This session will provide a background to the importance of retrieving information on the legal status of patents and patent applications, both at the document level and in complete collections.  The differing models of patent prosecution will be outlined briefly, followed by developments in recording legal status at the national level and compiling it into multinational databases.  The key sources for major jurisdictions will be covered, together with information on federated databases and their searchable characteristics.

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This entire series of courses is targeted to both new patent searchers and experienced searchers wanting to elevate their skills. Don't miss out on the opportunity to advance your patent searching skills to the next level.   

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