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Patent Information Users Group, Inc.

The International Society for Patent Information Professionals

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PIUG 2007 Annual Conference

An International Conference for Patent Information Professionals

Boolean and Beyond:
Effective Patent Searching and IP Management

Main | Program | Presentations (PIUG members only) | Travel | Workshops

Saturday, May 5 to Thursday, May 10, 2007

Hilton Orange County
3050 Bristol Street
Costa Mesa, California
Tel: +1-714-540-7000, Fax: +1-714-540-9176

Program

The conference will feature world-renowned experts on patent information for technology research and planning, for legal organizations, and for overall corporate IP management (technology licensing and related activities). The conference will include many opportunities for discussion. Tuesday afternoon will be dedicated to product reviews. Many workshops will also be held in conjunction with this meeting (before and after the technical sessions).

Attendees typically have a professional, scientific, or technical interest in patents and represent a multitude of companies. The PIUG 2005 and 2006 meetings each drew approximately 300 enthusiastic people to our three-day technical sessions. Over 15% of the attendees were international, that is, representing various countries, including the UK, Germany, France, Japan, Korea, Israel, Italy, and Canada. We expect 300-400 attendees in 2007.

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

Meeting Agenda

Pre-Meeting Workshop

Saturday, May 5
Sunday, May 6

Technical Program

Monday, May 7
Tuesday, May 8
Wednesday, May 9

Post-meeting Workshops

Thursday, May 10

PIUG Registration Desk

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 6 - 5:00pm to 9:00pm
Monday, May 7 - 7:00am to 5:00pm
Tuesday, May 8 - 7:00am to 4:00pm
Wednesday, May 9 - 7:00am to noon

Information for Speakers/Presenters

Presenter Instructions and Timeline
Waiver and Consent Form
Saturday, May 5
Workshops

9:00am-5:00pm
9:00am-12:30pm IPC 8 – One Year On From the Big Bang
Stephen Adams, Magister Ltd.
(Registration required with a fee)
Emerald Bay 1
1:30pm-5:00pm I Didn't know Excel Could Do That!
Dr. Daniel J Phelps, DJP Information Consulting Services LLC
(Registration required with a fee)
Emerald Bay 1
Sunday, May 6
Workshops, Volunteer Luncheon, Welcome Receptions

9:00am-9:00pm
9:00am-10:00am Questel Updates on Industrial Designs and Patents
Instructor TBA
(Registration Required)
Emerald Bay 1
10:00am-12:30am What's New From Thomson Scientific for Patent Searchers:
1. What Has Been and What Will Be
2. Fun With Derwent Indexing in the Reloaded DWPI
3. The Newly-Reloaded Derwent World Patents Index on Dialog

Bob Stembridge, Donald Walter, and Ron Kaminecki
(Registration Required)
Laguna Beach
12:30pm-1:30pm Volunteer Luncheon (by invitation only)
Sponsored by Minesoft
Newport 1
1:30pm-2:30pm Creating Patent Reports with BizInt SmartCharts
John Willmore & Bertha Adamson
(Registration Required)
Emerald Bay 1
2:30pm-3:30pm PatBase – New Data, New Machine Translation, New Search Tools
Rahman Hyatt
(Registration Required)
Laguna Beach
2:30pm-3:30pm LexisNexis® Introduces PatentOptimizer™
Brian Elias
(Registration Required)
Pacific 1
3:30pm-5:30pm PIUG Business Meeting
(PIUG, Inc. members are encouraged to attend)
Pacific 2
6:30pm-7:00pm First Time Attendee Welcome Reception
Sponsored by PIUG
Emerald Bay 1
7:00pm-9:00pm Welcome Reception for all Meeting Attendees / Exhibits Open
Sponsored by CAS
Pacific 3 & 4

Technical Session - Monday to Wednesday

Monday, May 7
Morning

7:00am-12:00pm
7:00am-8:00am Breakfast
Sponsored by PIUG
Location: Exhibits Room (Pacific 3 & 4)
8:00am-8:20am Welcome and Introductory Remarks and Brian Stockdale Award Announcement
Suzanne Robins, PIUG Chair
Location: Pacific 1 & 2
8:20am-8:30am Session Opening Remarks
Lucy Akers, PIUG Annual Conference Program Committee Co-chair
8:30am-9:20am Keynote Address
Keynote Address - Foreign Prosecution of a Patent Case in Multiple Countries - An organizational, software-based, approach Alessandro Steinfl, Ladas & Parry
9:20am-9:50am Patent Reform Issues and Unstoppable Trends
Joseph Ebersole, Coalition for Patent and Trademark Information Dissemination (CPTID)
9:50am-10:10am Product Reviews
10:10am-10:40am Break
Sponsored by Questel Orbit
Location: Exhibits Room (Pacific 3 & 4)
10:40am-11:10am Patent Licensing Considerations in the Wake of Medimmune v. Genentech Scott Lloyd, NERAC, Inc.
11:10am-11:40am English language support tools for the Japanese F-term system Stephen Adams, Magister Ltd.
11:40am-12:00pm Product Reviews
Monday, May 7
Afternoon

12:00pm-5:15pm
12:00pm-1:30pm Lunch
Sponsored by PIUG
Location: Catalina Ballroom
1:30pm-1:35pm Opening Remarks
Session on Subject Expertise - Biotechnology

Session Chair - Richard Williams
Pacific 1 & 2
1:35pm-2:20pm Case Study and Expert Patent Searching
Stuart Dodd, Thomson Scientific
2:20pm-2:45pm The Comprehensive Reformed IPC Search: Mission Impossible? Terri Dockter* & Robert Austin, FIZ Karlsruhe
2:45pm-3:05pm Product Review
3:05pm-3:30pm Break
Sponsored by Fiz Karlsruhe
Location: Exhibits Room (Pacific 3 & 4)
3:30pm-3:35pm Opening Remarks
Patent Information User Manager's Panel

Session Chair - Barry Brager
Pacific 1 & 2
3:35pm-4:45pm Panel Discussion
Kerryn Brandt, Rohm & Haas Co., James Grant, Pfizer Inc., Gerry Potash, NERAC Inc.
4:45pm-5:00pm Product Review
5:00pm-5:15pm The History of IFI Patent Intelligence
aka
The Life and Times of Harry Allcock
Jim Brown, IFI Patent Intelligence
Monday, May 7
Evening Activities
6:30pm Dinner and IPI Award Presentation to Harry Allcock
Sponsored by Wolters Kluwer (IFI Patent Intelligence) and PIUG
Location: Catalina Ballroom
Tuesday, May 8
Morning

7:00am-12:00pm
7:00am-8:00am Breakfast. Sponsored by PIUG
Location: Exhibits Room (Pacific 3 & 4)
8:00am-8:05am Opening Remarks
Session on New Research Techniques Session Chair: Andy Gibbs
Location: Pacific 1 & 2
8:05am-8:35am Making Text Analysis and Visualization Less Ambiguous
Jeffrey D. Saffer, OmniViz
8:35am-9:05am Next Generation Patent Searching
James Ryley, FreePatentsOnline.com
9:05am-9:35am Tools Finally Graduate - Meet the New Class of Search and Results Management Technology
Andy Gibbs, PatentCafe
9:35am-10:00am Product Reviews
10:00am-10:30am Break
Sponsored by FreePatentsOnline
Location: Exhibits Room (Pacific 3 & 4)
10:30am-10:35am Opening Remarks
Session on Beyond Patent Information Session Chair: Jane Thompson
Location: Pacific 1 & 2
10:35am-11:00am Prior Art Management Proven Strategies for Protecting your Freedom to Practice Thomas Colson, IP.com, Inc.
11:00am-11:15am Turbo-Charging Your Patent Analysis Project
Brian Sweet, Chemical Abstracts Service
11:15am-11:40am Review of Supplemental Protection Certificates and Data Exclusivity in Europe,
Where to Find Them and Potential Trouble Spots
Anne Marie Clark, Bausch & Lomb
11:40am-12:00pm Product Reviews
Tuesday, May 8
Afternoon

12:00pm-5:00pm
12:00pm-1:30pm Lunch Sponsored by Thomson Scientific
Location: Catalina Ballroom
1:30pm-3:00pm Review of Exhibits
Location: Exhibits Room (Pacific 3 & 4)
Break
Sponsored by LexisNexis
Location: Exhibits Room (Pacific 3 & 4)
3:00pm-3:05pm Opening Remarks
Session on Subject Expertise - Biotechnology and Others

Session Chair: Qin Meng
Location: Pacific 1 & 2
3:05pm-3:25pm A Journey into the Antibody Jungle: Detours, Traps, Shortcuts, and Unknowns Luca Falciola, RiboVax Biotechnologies
3:25pm-3:45pm GenomeQuest - Searching Through Patented Sequences
Hendrik C. Heus, GenomeQuest
3:45pm-4:10pm Why You Should Care about STN Script Commands
Thomas E. Wolff, Wolff Information Consulting LLC
4:10pm-4:35pm Regular Expression for Fun and Profit Dr. Daniel J. Phelps, DJP Information Consulting Services LLC
4:35pm-5:00pm All about WIPO - a Comparative Review of Sources of WIPO Sequence Data
Rob Austin, FIZ Karlsruhe 
Tuesday, May 8
Evening Entertainment
7:45pm-8:30pm Dessert Reception
8:30pm-10:30pm IFFI Play Location: Emerald Bay
Wednesday, May 9
Morning

7:00am-noon
7:00am-8:00am Breakfast
Sponsored by PIUG
Location: Exhibits Room (Pacific 3 & 4)
8:00am-8:05am Opening Remarks
Patent Valuation and Analysis Session Chair - Kartar S. Arora
Location: Pacific 1 & 2
8:05am-8:35am Survey of Patent Analysis and Outputs for a Variety of Clients
Chip D'Angelo* & Anthony Breitzman, PhD, 1790 Analytics & 1790 Capital Management
8:35am-9:05am Rapid Patent Landscape Analysis and Visualization Using Vantage Point and Excel Barry Brager, Perception Partners
9:05am-9:35am Online IP Dashboards Lakshmikant Goenka, Ed Rozenberg*, & Vinod Singh, Dolcera
9:35am-10:05am Patent Analysis to Support Business Decisions Chris Rose, ipCapital Group
10:05am-10:30am Break
Sponsored by GenomeQuest
Location: Exhibits Room (Pacific 3 & 4)
10:30am-10:35am Opening Remarks
Current Events, Challenges and Pitfalls

Session Chair - Carol Bachmann
Location: Pacific 1 & 2
10:35am-11:00am A Patent Information Year at the EPO Pierre Avidikian, EPO
11:00am-11:25am Patent Information - World Intellectual Property Organization Mary Bonsell, WIPO
11:25am-11:50am Machine Translation of Korean Patents from KIPI Minah Kim, KIPI & Alan Engel*, Paterra, Inc.
Wednesday, May 9
Afternoon

Noon-5:00pm
Noon-1:30pm Lunch
Sponsored by PIUG
Location: Catalina Ballroom
1:30pm-1:40pm Opening Remarks
Session Dedicated to Richard Kurt Session Chair: Don Walter
Location: Pacific 1 & 2
1:40pm-2:10pm Searching Outside the Box – Finding and Fitting Together Those Crucial Elusive Pieces
Gez Cross and Donald Walter, Thomson Scientific
2:10pm-2:40pm An Investigation into Analyzing Patents by Chemical Structure
Mark Calcagno, Procter & Gamble
2:40pm-3:10pm Workflow Management and End-user Patent Searching
David T. Dickens, Questel
3:10pm-3:40pm Break
Sponsored by Elsevier MDL
Location: Exhibits Room (Pacific 3 & 4)
3:40pm-4:15pm Text Mining and Visualization Tools – Impressions of Emerging Capabilities Yun Yun Yang, Lucy Akers, Cynthia Barcelon-Yang, Bristol-Myers Squibb
4:15pm-4:45pm Data Visualization Tools - An Update Holly Chong-Williams, Thomson Scientific
4:45pm-5:00pm Closing Remarks Lucy Akers, Suzanne Robins
Thursday, May 10
Workshops

8:30am-noon
8:30am-10:30am Using STN Analysis and Visualization Techniques to Provide Improved Competitive Intelligence
John Zabilski, Chemical Abstract Service
(Registration Required)
Emerald Bay 1
11:00am-noon Boldly Go Where No Patent Searcher Has Gone Before: The NEW InpadocDB on STN!
Terri Dockler, FIZ Karlsruhe
(Registration Required)
Emerald Bay 1
9:00am-10:00am GenomeQuest: Using Biological Sequences in Intellectual Property Searches
Hendrik Heus, GenomeQuest
(Registration Required)
Emerald Bay 2
10:00am-11:00am Preview of a New Professional Search Solution - SumoBrain
Erik Reeves, PatentsOnline, LLC
(Registration Required)
Emerald Bay 3
11:00am-noon MDL® Patent Chemistry Database – Tips & tricks for creating professional-looking reports and exports
Eva Seip, Elsevier MDL
(Registration Required)
Emerald Bay 2
1:00pm-5:00pm Rapid Automated Patent Analysis to Impress your Managers and Clients
Barry Brager, Perception Partners
(Registration Required with a fee)
Emerald Bay 3

Meeting Abstracts

Foreign Prosecution of a Patent Case in Multiple Countries - An organizational, software-based, approach

Abstract

Although a patent application is filed in multiple countries at the same time, the initiation and duration of prosecution of the application in each country can vary significantly. In view of this, it often becomes important to be able to access prosecution documents relating to countries A, B, C when dealing with country D. It can also be necessary for documents filed in one country (e.g. an IDS) to be quickly filed in other countries. Mr. Steinfl will present an overview of possible logistic and software solutions (some of which may not yet exist) which could prove to be valuable to the patent practitioner.

Alessandro Steinfl
Ladas & Parry

Biography

Alessandro Steinfl is a U.S. Patent Attorney and European Patent Attorney. He is a partner with Ladas & Parry resident in the Los Angeles Office of the firm. Prior to moving to Los Angeles, he practiced with the Munich Office of Ladas & Parry and before that he practiced at the Italian patent firm of Societá Italiana Brevetti in Rome. Mr. Steinfl has been practicing for thirteen years as a European practitioner in Intellectual Property. He specializes in computer software, hardware, electronics, and nanotechnology. In addition to his extensive professional practice, he has lectured on how one can best protect software in Europe and been an instructor for introductory and advanced courses in European Patent Law. Mr. Steinfl is the author of European Patent Protection of E-Commerce Technology (From .Com to Millionaire – The Silicon Valley Phenomenon, San Francisco, May 12, 2000) and The Doctrine of Equivalents through the Eyes of the European Patent Convention (CASRIP Symposium Publication Series No. 6, July 2001 at 114).

Patent Reform Issues and Unstoppable Trends

Abstract

Many critics bemoan the low quality of US patents and the abuses this facilitates. For several years patent reform legislation - aimed at improving quality as well as at reducing alleged abusive use of patents - was pending in both houses of Congress. The bills couldn't get past even the subcommittee level because of disagreements between the pharmaceutical and biotech industries and the IT and financial industries. With a new Congress, those bills are dead, but the subject has been quickly addressed by the new House Subcommittee on Intellectual Property with its first hearing in mid-February. This made clear the elements that will soon show up in legislation. Some of these will directly affect patent search volume and some will indirectly affect the scope of the role of patent searchers.

Meantime, USPTO has its own views on what to do about quality. Commissioner John Doll points out that the evidence is conclusive that patent examiners overwhelmingly (he implied 100% of the time) make the right decision based on the information they have before them. If a granted patent is later found to be invalid, it is because of a new reference - one not found in the examiner's search. Accordingly, USPTO is moving to take every step it can to improve the quality of pre-examination searches - including better tools for examiners; participation of outsiders; and requiring more of applicants. This presentation will explore the panoply of solutions and the ways in which they may impact the patent searcher profession.

Joseph L. Ebersole
Coalition for Patent and Trademark Information Dissemination (CPTID)

Biography

Joe is Counsel for the Coalition for Patent and Trademark Information Dissemination. Coalition members are: CCH Corsearch, Dialog, IFI Claims, LexisNexis, MicroPatent, Thomson Scientific, and Thomson Compumark.

Patent Licensing Considerations in the Wake of Medimmune v. Genentech

Abstract

On January 9, 2007, the Supreme Court in Medimmune v. Genentech overruled the Federal Circuit’s position that a licensee must terminate or breach its patent license and wait to be sued for patent infringement in order to gain standing to challenge the validity of the licensed patent under the Declaratory Judgment Act. The decision could enhance the power of future licensees to negotiate as well as the power of existing licensees to renegotiate license terms if they can establish a reasonable question of patent validity in the minds of the licensors. The question of how much power a licensee may have in any given situation will reflect its skills in research and persuasion, and will be attenuated by the same with respect to its counterpart-licensor at the negotiation table. Going forward, however, owner-licensors of patents will begin to fashion license terms to allow for termination or injunctive relief upon suit by licensees, and may be prompted to increase royalty rates to offset the risk of litigation, especially in situations where the licensor is also a licensee that is bound to share revenues from sub-licensing. Now more than ever, the importance of thorough prior art searches and effective claim drafting during patent prosecution is a prerequisite to successful commercialization after allowance. This presentation will examine considerations raised by the decision from the perspectives of licensees, patentees and the United States public.

Scott Lloyd, Project Analyst
NERAC, Inc.

Biography

Scott Lloyd currently works from his Baltimore, MD office as a Project Analyst in the Intellectual Property group at Nerac, Inc., and serves on the Intellectual Property Advisory Committee there. He is routinely involved in patent portfolio research and analysis, competitive landscape analysis, and other intellectual property valuation tasks. He also supports a number of law firms in establishing opinions on patent validity, product clearance and freedom-to-operate. Mr. Lloyd has 10 years of combined academic and industry experience in biotechnology and pharmaceuticals. He has peer-reviewed publications to his credit and has presented at multi-national scientific meetings. Mr. Lloyd is also registered to practice before the USPTO, and has been involved in patent prosecution since 2005. He also served as Notes and Comments Editor for the Journal of Business and Technology Law from 2006-2007. Mr. Lloyd received his JD from the University of Maryland, School of Law in 2006, his MS in tumor biology in 1999, and his BS, cum laude from Loyola College in 1995.

English language support tools for the Japanese F-term system

Abstract

This paper will consider the background to the F-terms used by the JPO for searching, and review the help tools available for the non-Japanese speaker to understand the system. Methods for interpreting the meaning of F-terms from a published document will be discussed. The various tools for navigating and searching within F-terms will be covered, with an emphasis on how to develop a search strategy on a given topic by utilising F-terms.

Stephen Adams
Magister, Ltd.

Biography

Stephen Adams is managing director of Magister Ltd, an IP-information consultancy based in the United Kingdom. Stephen has worked in technical information since 1981, and has wide experience in searching techniques and database content in the patents area since 1988, having worked as principal patent searcher with Zeneca Agrochemicals (now Syngenta) before forming Magister Ltd. He is a member of the American Chemical Society, the UK's Royal Society of Chemistry and Chartered Institute of Library and Information Professionals and its special interest group, the Patent and Trade Mark Group. He is a past Director-at-Large of PIUG and a member of the editorial advisory board to "World Patent Information." Stephen's first book on the subject, "Information Sources in Patents", was published in December 2005.

Case Study and Expert Patent Searching

Abstract

The job of the patent information professional grows ever more challenging. With access to so much data and the increased demand for accurate, timely, reliable results, information professionals must work quickly - as well as comprehensively and flawlessly - to meet the needs of their internal clients. Doing this is no easy task. This presentation will present a case study of addressing the challenge of identifying, processing, and capitalizing on the information gathered by a particular client.

Stuart Dodd, Vice President
Professional Services-Corporate Markets
Thomson Scientific

Biography

Stuart Dodd has over 15 years of sales, consulting, and services experience, with the past 5 years focused exclusively on helping companies better manage their intellectual property. As the Vice President of Professional Services for Thomson Scientific and Health Care Corporate Markets group, Stuart and his team are responsible for ensuring that Thomson customer’s get the most value out of the products and services provided by the Thomson organization. This includes providing on-going e-learning education programs to help customers get quickly up to speed on new products, defining and managing customer centric consulting projects, along with developing new services and education programs to meet customers’ requirements. Stuart joined Thomson as part of the MicroPatent acquisition in November 2004 where he managed the Professional Services team for 2 and ½ years. Prior to MicroPatent, Stuart managed the account management and consulting services organization with Aurigin Systems. In addition, Stuart has worked at Hewlett-Packard as a Principal Consultant advising Fortune 100 customers on best practices within the asset management industry and successfully managed dozens of consulting engagements. At General Foods Corporation, Stuart was responsible for leading competitive analyses of major players within the Food and Beverage industry. Stuart holds an MBA from Columbia University Graduate School of Business.

The Comprehensive Reformed IPC Search: Mission Impossible?

Abstract

IPC Reform was implemented more than a year ago now, and many of us searchers are still scratching our heads to understand how to get the most out of all of the new features available, while not sacrificing the comprehensiveness of the search. The situation is further complicated because even throughout 2006 not all patent offices were using IPC Reform codes, and some databases have been updated with the reclassified backfile while others have not. Techniques for utilizing the new data while not sacrificing the comprehensiveness of retrieval will be explored using practical examples in the semiconductor industry, which will compare the implementation of IPC Reform in various STN® patent databases.

Terri Dockter*
FIZ Karlsruhe 

Robert Austin
FIZ Karlsruhe

Biographies

Terri Dockter has 12 years of experience in the information business, from all perspectives, from database producer at CAS to industrial searcher at Phillips/Chevron Phillips to independent searcher at her own company to vendor at FIZ Karlsruhe, Inc. She has an M.S. in inorganic chemistry from Purdue University and a B.S. in chemistry and computer science from Lindenwood College. She currently works half-time as a patent information specialist with her own company, Patent Research & Information Analysis, founded in 2001, performing searches in the technical areas of semiconductors, polymers, chemicals, chemical formulations, structure searches, and reforming/refining in support of legal efforts, competitive intelligence, and background research. The other half of the time she shares her knowledge by serving as a U.S. representative for FIZ Karlsruhe.

Prior to working for FIZ Karlsruhe, Robert Austin worked for 9 years at Derwent Information Ltd (now Thomson Scientific) in the United Kingdom consecutively in three roles: Pharmaceutical Patent Indexer, European Customer Trainer, and Product Manager for Derwent World Patents Index on Dialog, Questel.Orbit and STN. He graduated from Huddersfield University (UK) with a bachelors degree in Applied Chemistry in 1991, and has been searching and teaching STN since 1996.

The History of IFI Patent Intelligence, aka The Life and Times of Harry Allcock

Abstract

This presentation will take a brief and entertaining look at the history of IFI Patent Intelligence through the eyes of former IFI Vice President Harry Allcock. His 40+ years in the industry gives unique insight into the patent community and their growth over the years.

Jim Brown
IFI Patent Intelligence

Biography

Jim Brown has been working with patent information at IFI Patent Intelligence for over 22 years. He presently holds the title of Customer Services Manager. His duties at IFI include managing special indexing projects, conducting in-depth training sessions of IFI's databases and related products, authoring database manuals, presentations, and promotional materials, and instructing new IFI employees in the chemical indexing system. Jim graduated from the University of Delaware with a bachelor's degree in Chemistry in 1982.

Making Text Analysis and Visualization Less Ambiguous

Abstract

The volumes of patent and non-patent literature that need to be assimilated for landscape assessment, freedom to operate opinions, and many other purposes have driven expanding interest in visualization approaches. Nonetheless, there have been limitations to the methods for some analyses. Take for example, a literature review on arsenic. Accurate text analysis would need to not only recognize the elemental symbol of arsenic as "As", but to differentiate that from the pronoun "as", even at the beginning of a sentence ("As"). In addition, one would like to have all these words differentiated from any abbreviations found such as AS (autonomous system), AS (American Samoa), or AS (Administrative Service). While there are indeed difficulties in addressing such ambiguities, a number of solutions that can be employed by end-users and software vendors will be discussed.

Jeffrey D. Saffer, PhD, President and CEO
OmniViz, Inc.

Biography

Jeff Saffer is the President and Chief Executive Officer for OmniViz, a leader in solutions for visual data mining. Before founding OmniViz, Dr. Saffer led the Visual Informatics effort and was Head of the Molecular Biosciences Department at Battelle. Jeff received his Ph.D. in Molecular Biophysics and Biochemistry from Yale University. He was a fellow at the National Cancer Institute and then an Associate Staff Scientist at The Jackson Laboratory before joining Battelle. Jeff has been involved in informatics for more than two decades and has had a special interest in helping people understand large volumes of data.

Next Generation Patent Searching

Abstract

Traditional search engines require the searcher to enter, with minor exceptions like word stemming and wildcard characters, the exact words present in the documents they wish to find. Consequently, unless the searcher can anticipate the language used by the author, documents will be missed. One solution to this problem is Latent Semantic Analysis (LSA). LSA uses sophisticated statistical analysis to associate keywords with concepts. In essence, a search engine using LSA “understands” the concepts behind a search, rather than only the words. The result is a search engine that can find relevant documents even if those documents do not have a single word in common with the search terms entered. Consequently, guessing at the terminology which might have been used by authors becomes less of an issue, and retrieval of relevant documents is enhanced. LSA requires huge computation power, and this fact has previously limited its use in patent searching. Modern hardware coupled with improved software has brought these superior searching techniques within reach of the IP professional.

James Ryley, PhD, President
FreePatentsOnline.com

Biography

James Ryley is the President of FreePatentsOnline.com, a patent data and analytics firm. James was responsible for the original design and programming of FreePatentsOnline.com, and now directs their development and analytics teams. Previously with Patent Complete, LLC, a patent searching firm, James holds a BS is Cell Biology and Genetics, and a Ph.D. in Molecular Biology and has extensive patent searching, programming and data analysis experience.

Tools Finally Graduate - Meet the New Class of Search and Results Management Technology

Abstract

Patent analysis tools broke into the mainstream during the last millennium. Over the past decade, tools evolution to little more than adding some chrome here, new tires there, and squeezing a little more performance from the engine. As the next generation search technologies mature, they are reliably delivering breakthrough data mining and analysis capability. These higher performance engines allow researchers to go farther, faster, and see more information than ever before possible. But search results that deliver more patent information create new challenges in viewing and interpreting large-scale results. This session will demonstrate how the proven performance of Heuristic Boolean and Latent Semantic Analysis unstructured text search, combined with the newest class of interactive grid - with dynamic grouping, sorting, and summarizing - and tools allowing visualization of ranked search results, allow researchers to obtain higher quality search results - faster.

Andy Gibbs, CEO
PatentCafe

Biography

Andy Gibbs is the founder and CEO of PatentCafe, a worldwide provider of intellectual asset & portfolio management (IAM) software, advanced linguistics patent search technology, and publisher of IPFrontline. From 2000 to 2004 Mr. Gibbs was appointed by the United States Secretary of Commerce to two terms on the USPTO Public Patent Advisory Committee (PPAC) which advises the Patent Office on various budget, legislative and operations matters, and reports annually to the President and the Judiciary Committees. He is a member of the Board of Directors, Intellectual Property Owners Association (www.ipo.org), and a member of the Licensing Executives Society (www.lesi.org). He also serves on the Board of Directors of By Kids For Kids, Co. the national kid invention education initiative (www.BKFK.com). Mr. Gibbs has authored a number of publications and software including: the corporate patent strategy book Essentials of Patents, PatentWriter, and more than 100 articles related to IP development, strategy, licensing and management. He has testified in various trials as a technical expert witness, and performed pre-investment due diligence for Silicon Valley venture capital firms. He has founded 7 manufacturing and professional service companies, and is an inventor with a 12 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 start up entrepreneur, to division Executive Vice President of Fortune 100 MascoTech. Mr. Gibbs has a Masters in Marketing and Business Administration, and Bachelors in Architecture.

Prior Art Management Proven Strategies for Protecting your Freedom to Practice

Abstract

Appropriately placed defensive publications can cost effectively protect your freedom to practice. Well-placed defensive publications are valuable at two points. First, to support examiners in preventing overly broad patents from issuing; and second, in cases where overly broad patents do issue, to be available and admissible years later to form the basis for an invalidity-defense in a patent case. While defensive publishing is an essential component of an effective prior art management strategy, it is not the only essential component. In addition to prior art under 102(b), innovative companies must diligently create and safeguard their internal prior art; internal records that prove the date of first invention; internal records that could be used in defense of a patent infringement action. The problem is that most of these internal records are maintained electronically, and electronic records can be easily altered, thus are highly suspect as proof at trial. This problem can be easily remedied with bullet-proof legal safeguarding process for indisputable verification of date of creation of internal electronic records.

Thomas Colson, President/CEO
IP.com, Inc.

Biography

Thomas J. Colson is a registered patent attorney with extensive experience in both prosecution and litigation. Throughout his career, Mr. Colson has succeeded in business roles from Sales & Marketing, to Operational Management, to President. Mr. Colson has created client-specific processes that employ industry best practices and tools for invention creation, invention and information capture, and intellectual property exploitation. He has invented software and business methods associated with the efficient analysis and management of intellectual property, and is currently the named inventor in eight United States patent applications. Mr. Colson has become a recognized expert in the creation and implementation of intellectual property strategies, such as prior art management and the legal safeguarding of electronic records. He has been a featured speaker at events sponsored by the American Intellectual Property Lawyers Association, American Bar Association, Licensing Executive Society, Intellectual Property S ociety of San Jose, North Carolina Bar Association, LinuxWorld, American Chemical Engineers Association, Association of Food Scientists, Database 2002 of Tokyo, Upstate Alliance For Innovation, Women in Computers, and many more. Mr. Colson has authored many articles related to intellectual property, and has been widely published in journals and magazines such as Directors & Boards, Patent World, Ivy Business Journal, Chemical Innovation, CIO, BioTech, Successful Meetings, Machine Design, Law.com, MIP, and Future and the Inventor.

Turbo-Charging Your Patent Analysis Project

Abstract

In today’s fast-paced business world, there is a critical need for patent analysts to have access to well-designed, integrated tools to improve efficiency and productivity. An ideal suite of tools would allow analysts to seamlessly search patents; acquire their electronic full text, including drawings; obtain patent family data; perform automated evaluation; and provide a means to share analyses of full-text patent data with others, including patent agents and attorneys. New innovations for turbo-charging patent analysis projects will be demonstrated.

Brian Sweet
Chemical Abstracts Service

Biography

Brian Sweet is a Senior Product Manager at CAS, currently responsible for STN AnaVist, STN’s new analysis and visualization software. He is a 28 year veteran of the information industry, and has been with CAS for 5 years. Previously, he worked for BIOSIS in Philadelphia, Elsevier Science in New York and Amsterdam, and Ovid Technologies in New York. He is a former President of the NFAIS. Brian holds undergraduate degrees in Biology and History from the State University of New York at Binghamton, and a Master’s degree in Information Studies from Drexel University.

Review of Supplemental Protection Certificates and Data Exclusivity in Europe, Where to Find Them and Potential Trouble Spots

Abstract

This presentation reviews supplemental protection certificates and data exclusivity in Europe, where to find them and potential trouble spots.

Anne Marie Clark, Ph.D.
Bausch & Lomb

Biography

Anne Marie Clark is a Principal Scientist, Intellectual Property at Bausch & Lomb in Rochester, NY. She obtained a B.S. in Chemistry from Rochester Institute of Technology and a Ph.D. in Chemistry from the University of Louisville. She previously held a Scientific Information Analyst position with CAS focusing on general biochemistry and enzymology. She then moved to Pfizer were she held positions in Information Management and Global Legal Information Science. She moved to Bausch & Lomb in 2006. She was PIUG Secretary 2004 and 2005.

A Journey into the Antibody Jungle: Detours, Traps, Shortcuts, and Unknowns

Abstract

Searching patent and scientific information to identify reliable and precise data on antibodies is a highly demanding and time-consuming task. The large amount of information related to generation, molecular structure, and biological activity on antibodies now in the public domain is scattered among many databases and type of documents, making difficult to efficiently extract and aggregate the information that are relevant to the search. The presentation provides an overview on the main problems involved in searching antibody-related technologies and products, comparing the information actually searchable and available using different approaches (text-mining, patent classification, sequence comparison) and proposing some pathways to follow when performing such analyses. Specific issues related to antibody patenting in Europe are analyzed making use of the technical and legal information available through EPO databases.

Luca Falciola
RiboVax Biotechnologies SA

Biography

Luca Falciola is Patent Attorney with RiboVax Biotechnologies located in Geneva, Switzerland. He previously held positions at Serono as Patent Information specialist and as Patent Attorney. Luca holds a PhD in applied genetics and has done post-doc research in molecular biology in Italian and Swiss scientific institutions. Luca is a Member of AIDB (Italian Association of Patent Searchers), wherein he acts as editor of the electronic quarterly “AIDB newsletter” and as coordinator of the AIDB working group on professional certification. Luca provided courses and presentations on searching patent & scientific information to PhD students and professionals.

GenomeQuest - searching through patented sequences

Abstract

Biological sequence information plays an important role in the intellectual property strategies of many companies and research institutions. Searching through and working with sequence information, however, is not trivial. Data sources are scattered and incomplete, search algorithms are difficult to use and unpredictable, result analysis is time-consuming and error prone. We will discuss examples of the methods companies can use to overcome the obstacles associated with searching sequences though the use of a best practices approach. We have implemented this best practice approach inside of our GenomeQuest solution.. With GenomeQuest we provide easy access to all relevant sequence databases. We make use of a single, user-friendly, web interface based on search strategies rather than algorithms, thereby enabling the user to quickly create reports with only relevant results. Here we will outline and demonstrate how you can get answers to questions like: “Which genes in the patent literature are like my genes?” and “Which drugs are on the market for this target?”

Hendrik C. Heus, PhD
GenomeQuest

Biography

Dr. Hendrik Heus is a molecular biologist with a Ph.D. in human genetics. He directs the GenomeQuest services at GenomeQuest and has been with the company since January 2001. He previously held a research position with NV Organon/Akzo Nobel in the Netherlands. Dr. Heus uniquely combines business, molecular biology and software development skills. The principal architect of the GenomeQuest application, Dr. Heus now leads the company’s Services initiative to facilitate the large scale deployment of GenomeQuest to enterprise customers. His extensive genomics-based drug discovery and research experience enables GenomeQuest to continuously anticipate and respond to the needs of both technical and bench end-users.

Why You Should Care about STN Script Commands

Abstract

The powerful STN script command language behind STN Express login and connection procedures can also be used by searchers to improve their work processes. Some searchers may already upload script files created with STN Express from data listsundefinedaccession numbers, patent numbers, registry numbers, or SciFinder answer keys. As a general rule these script command files do not need to be directly opened or modified. However, STN script command files created by users can facilitate uploading complicated search strategies and automate repetitive online tasks. Searchers that prepare extensive search strategies in advance may find the addition of script commands valuable for one-time and for current awareness searches. STNEdit, included with STN Express, can be used both for creating and checking script command files, which is particularly useful for editing Derwent WPI index scripts created from structures in STN Express. Other text editors can be used, as can word processors when files are saved as text files. In addition, text editors such as KEDIT that have macro functionality can bring further value by easily converting fixed L-numbers to variable L-numbers.

Thomas E Wolff, PhD
Wolff Information Consulting LLC

Biography

Thomas Wolff formed Wolff Information Consulting LLC in 2006. Tom began is career at Amoco Chemical Company carrying out industrial organic chemistry and catalytic and polymerization development. Tom then moved to the Information Research and Analysis team in 1990 where he continued through the merger with BP and spin-off of the petrochemical and polymer company, Innovene, until its sale to Ineos. Tom works as a patent information specialist and technical advisor on a contract basis. He has a PhD from Stanford University in bioinorganic chemistry and is registered patent agent.

Regular Expression for Fun and Profit

Abstract

Much of the work we do as IP professionals is associated with text strings. We are always looking for ways to have more control over how we can manipulate them and extract information from them. One technology that accomplishes both of these goals makes use of special text strings called regular expressions. These text strings are really ways of specifying patterns that a regular expression software engine can look for in analyzing a text string of interest. Regular expressions not only make it possible to do text manipulation and data extraction at a speed and on a scale that was not possible in the past, they are fun to work with. Figuring out how to specify the pattern to get the match you want is like doing a logic puzzle. In my presentation I will describe the basic concepts behind regular expressions, demonstrate how they are constructed, enumerate the functionality they make available, and give examples of their application.

Dr. Daniel J Phelps
DJP Information Consulting Services LLC

Biography

Dr. Daniel Phelps formed DJP Information Consulting Services, LLC, after retiring from Kodak in 2006. Dr. Phelps worked for 31 years at Kodak in a variety of positions. For the last 12 years he targeted his efforts to working with Intellectual Property. During this time he specialized in finding, organizing, analyzing, and visualizing and related information. He also got deeply involved in building custom tools to work with IP information and teaching people at Kodak how to use them effectively to solve their IP needs. In his consultancy, he specializes in IP searching and analysis. He also uses his extensive knowledge of Excel to build custom tools for clients and conducts workshops on using the capabilities of Excel more effectively. Dr. Phelps holds a M.S. and Ph.D. in solid state physics from the University of Illinois.

All about WIPO - a Comparative Review of Sources of WIPO Sequence Data

Abstract

A thorough patent sequence search should ideally include a complete collection of WIPO international patent application publication sequences. But does such a collection really exist? This talk will explore and place into context the various sources of WIPO sequence data currently available to diligent patent sequence searchers. Particular focus will be given on what is and is not included WIPO's "Published Nucleotide and/or Amino Acid Sequence Listings Contained in Published PCT Applications" sequence download service, which is the basis of the PCTGEN database on STN.

Robert Austin
FIZ Karlsruhe Inc

Biography

Robert Austin has been the U.S. representative for FIZ Karlsruhe, the European partner of the Scientific and Technical Information Network (STN), since January 2001. In this role he specializes in technical training for STN patent databases throughout the United States, including the Derwent World Patents Index, GENESEQ (DGENE) and INPADOC. Prior to working for FIZ Karlsruhe he worked for 9 years at Derwent Information Ltd (now Thomson Scientific) in the United Kingdom consecutively in three roles: Pharmaceutical Patent Indexer, European Customer Trainer, and Product Manager for Derwent World Patents Index on Dialog, Questel.Orbit and STN. He graduated from Huddersfield University (UK) with a bachelors degree in Applied Chemistry in 1991, and has been searching and teaching STN since 1996.

Survey of Patent Analysis and Outputs for a Variety of Clients

Abstract

A patent analyst must serve many masters. Clients can range from top level CEOs and CTOs who want to know what they are getting for all of their R&D expenditures, down to a sales rep who has an idea for impressing customers with anecdotes about the firm's great inventions. In between there are dozens of clients from the competitive intelligence folks who wish to know the patent landscape to the licensing folks who need ammunition for their next deal, to the business development folks who are looking for their next acquisition target. Patent analysts serve clients at all levels. The authors in their combined 16 years of experience have been engaged by clients at all levels. In addition to the example clients above with typical analysis needs, we have also used patent analysis in a variety of unusual circumstances, such as in making investment decisions, valuing acquisition targets, and identifying regional technology strengths. In this paper, the authors will discuss the wide variety of applications for patent analysis and give examples of the types of outputs that have worked best in each situation.

Chip D'Angelo
1790 Analytics & 1790 Capital Management

Anthony Breitzman, PhD
1790 Analytics & 1790 Capital Management

Biographies

Chip D'Angelo is Principal and Director of Business Development for 1790 Analytics. As Director of Business Development, Chip D'Angelo is responsible for client management and product design for 1790 Analytics. He also serves as Principal and Managing Director of 1790 Capital Management LLC, a hedge fund company. Mr. D'Angelo has extensive business development and growth company experience. He has been a principal member of two different start-up research companies (vcmVertical and 1790) along with being a senior member of two other research firms, both of which resulted in successful sales (The Response Center and CHI Research Inc.). Mr. D’Angelo has played numerous development roles in all of his ventures and has extensive consulting experience with the world’s leading technology companies. Prior to co-founding 1790 Analytics, Mr. D’Angelo was the VP of Business Development at CHI Research Inc. He holds a B.A. in Communications from Temple University

Dr. Anthony Brietzman is Principal and Director of Research for 1790 Analytics. As Director of Research, Anthony Breitzman is responsible for ensuring that 1790 Analytics continues to offer its clients the latest techniques in intellectual property evaluation. Dr. Breitzman also serves as Principal and Director of Research of 1790 Capital Management LLC, which manages hedge funds that invest in companies with high quality intellectual property. Dr. Breitzman is recognized worldwide as an expert in the evaluation of science and technology. He has consulted extensively with Fortune 500 companies and government agencies, helping them to manage and exploit their intellectual property more effectively. Dr. Breitzman has published numerous research papers in journals covering intellectual property management, technology assessment and research evaluation. He is invited to speak on intellectual property at conferences worldwide, and is also the inventor of a ground-breaking patent linking technology strength and stock market performance. Prior to co-founding 1790 Analytics, Dr. Breitzman was Vice President and Chief Technology Officer at CHI Research. He holds a B.S. in Mathematics from Richard Stockton College; an M.A. in Mathematics from Temple University; and an M.S. and Ph.D. in Computer Science from Drexel University.

Rapid Patent Landscape Analysis and Visualization Using Vantage Point and Excel

Abstract

Patent landscape analysis is an effective approach to identifying competitive activity across a technology, industry or region. Though substantial literature has been devoted to accomplishing landscape analysis, little attention has been paid to improving the spped at which such tasks are performed. In addition, landscape analysis is most effective when attractively visualized. Visualizations, especially formatting, require significant time and effort on behalf of the searcher in order to convey “at a glance” snapshots of complex, multi-layered intelligence extracted from patents. This presentation will demonstrate approaches to increasing the speed at which high-quality patent analyses can be performed. Software such as Vantage Point and Excel will be utilized to demonstrate speed through templates, automation and data preparation.

Barry Brager, Managing Partner
Perception Partners

Biography

Barry Brager is the founder and Managing Partner of Perception Partners, a global intellectual property (IP) research, transactions and consulting firm. Barry manages firm operations and is responsible for a global team of technical, business and legal experts that provide decision support products and services to address complex IP issues. Barry is also the Chief Executive Officer of Starpound Corporation. Starpound is an IP holding company for technology that turns mobile phones into remote control devices. Barry holds 1 patent and multiple pending related to these endeavors. Barry is active in the IP industry as the co-chair of the Atlanta chapter of the Licensing Executives Society. He is also a member of the Association of University Technology Managers, Society of Competitive Intelligence Professionals and Patent Information Users Group. In these groups and others, Barry is a frequent speaker on patent intelligence and IP strategy. Barry graduated in 1992 from Temple University, and in 2003 completed Emory University’s top 10 globally-ranked Executive MBA program, graduating first in his class.

Online IP Dashboards

Abstract

Patent data is used extensively for competitive research and for innovation within companies. Increasingly, this data is shared between R&D, marketing, business development and executive teams for a variety of reasons. Sharing this information through offline documents (e.g. Microsoft Excel spreadsheets) is cumbersome and inhibits collaboration. Also, with a rising numbers of patents filed, mapping a large quantum of patent information presents unique challenges. Dolcera has developed an interactive, online IP dashboard based on Web 2.0 principles. Web 2.0 refers to second generation of Internet services such as rich interactive applications, wikis, social networking sites, communication tools, and folksonomies that emphasize online collaboration and sharing among users. Web 2.0 is ideal for delivering patent information to different users inside an organization. This dashboard is currently being used by several Fortune 500 companies in consumer electronics, medical devices and consumer packaged goods industries.

Ed Rozenberg
Dolcera

Lakshmikant Goenka
Dolcera

Vinod Singh
Dolcera

Biographies

Ed Rozenberg is a founder and managing director of Dolcera, based in the US. Ed has over a decade of experience in consulting, technology and knowledge services. He has the creator of Dolcera's knowledge services technology and collaboration platform. Ed is an entrepreneur who has previously co-founded a demand aggregation startup as well. Prior to Dolcera, Ed was a Product Manager for enterprise collaboration software at SAP Labs in Palo Alto, CA. He has also worked as a management and technical consultant with firms including Mercer Management Consulting and S1 Corporation. Ed has a Bachelor's Degree in economics from Harvard College.

Lakshmikant Goenka is a founder of the Knowledge Services company Dolcera, based out of California, USA and Hyderabad, India. Lakshmikant founded Dolcera with an aim to deliver world class knowledge services to clients worldwide, with patent knowledge being the primary area of focus. Prior to founding Dolcera, Lakshmikant was a Director at a specialty chemicals firm called United Chemie in India. He invented several new chemicals there, primarily in the dyes area, which are currently used by several large European and N. American chemical companies. Lakshmikant is currently a scientific and knowledge advisor to United Chemie. He holds a Bachelors degree in Chemistry and an MBA from the prestigious Management Development Institute in Gurgaon, India.

Vinod Singh is a Senior Knowledge Scientist at Dolcera. He has a Masters degree in Biotechnology and extensive experience in research and IP areas. Vinod is an expert in patent analysis, infringement analysis, IP mapping and technology tracking. Vinod has helped design several of the Web 2.0 processes at Dolcera. Over the years, Vinod has worked with a number of very large companies in the life sciences and chemistry areas and has helped them with competitive and white space analysis. Vinod’s major strength is his understanding of knowledge tools. He continuously finds innovative uses of existing tools and helps invent new ones.

IP Analysis to Support Business Decisions

Abstract

This paper studies different methods of using patent data to support your business leadership. For example, by developing customized visualizations of the business (products, technologies, etc) and mapping patents to those views it is possible to support business questions like: “Should we develop a new product?,” “Should we enter into a joint development agreement with this company?,” ”How does our IP portfolio support our products or revenues?” I plan to develop some examples using widely known companies and products and real patent data to point out how to take advantage of this business tool.

Chris Rose
ipCapital Group

Biography

Chris Rose is a Consulting Manager at ipCapitalGroup. He has 5 years of management consulting experience that encompasses a wide variety of technologies. His work has focused primarily on improvements to core IAM processes and development of IP strategies, to maximize return on investment in R&D and innovation. Chris' professional interests include assessing the efficacy of software and business method patents, increasing visibility into a well-constructed IP portfolio, and developing winning IP strategies in hyper-competitive patent fields, such as OLED and semiconductor spaces. He has prior professional experience as a business analyst, a software project manager, and a service center manager. Chris holds an MBA from San Francisco State University and a BA in Psychology from the University of Vermont.

A Patent Information Year at the EPO

Abstract

This presentation will review recent major developments to the EPO's patent information products, with a special focus on the folowing topics: automatic translation and further developments to esp@cenet, the change to XML for publishing and disseminating patent data, and the increased popularity of web services among patent information users in Europe. Some considerations of the potential impact of the new EPC 2000, which enters into force in 2008 will also be presented.

Pierre Avédikian, Director
EPO

Biography

After his graduation as a chemical engineer and a period of post-graduate research in organic chemistry in Clermont-Ferrand (France), Pierre Avédikian, joined the Berlin branch of EPO in 1987 as a patent examiner in the field of medical sciences. In 1993 he moved to the patent information field as a publication project leader, and is now the director responsible for the publication area at the EPO in Vienna.

Patent Information - World Intellectual Property Organization

Abstract

This presentation will, from a WIPO perspective, cover how Patent Information is being made more accessible to a disparate range of clients. Coverage will include: WIPO’s philosophy, key relationships, issues affecting Patent Information provision; WIPO Patent Information products as they are today (searching, bulk data download); techniques for searching PatentScope (e.g. finding company information); and future enhancements.

Mary Bonsell, Patent Information Analyst
WIPO

Biography

Mary Bonsell has been a Patent Information Analyst with the WIPO (World Intellectual Property Organization) since 2003. One of Mary’s many duties now involves making the Patent Information found at the recently introduced WIPO patent portal, PatentScope, more accessible to all of its many users. Prior to joining WIPO, Mary spent a number of years working at the New Zealand Intellectual Property Office as a Patent Examiner and IT analyst, and later became Manager of a Private IP Searching Agency called PatMark Research. Mary has vast experience in examining patents, facilitating the introduction and use of new and improved databases, the use of Internet IP search systems, and in managing a team of IP searchers. Mary holds a BSc in Chemistry, a certificate in Business Studies, a New Zealand Certificate of Quality Assurance, and is a Certified Internet Webmaster in Design.

Machine Translation of Korean Patents from KIPI

Abstract

In October 2006, the Korea Institute of Patent Information (KIPI) launched its real time machine translation service on KIPRIS, the Korea Industrial Property Rights Information Service. This service became fee-based in late January 2007. KIPI and Paterra have entered into a cooperation under which Paterra will support customer service for KIPRIS’ web site. Paterra will also integrate KIPRIS machine translations with its InstantMT® web service. This presentation will describe the KIPRIS machine translation service and will provide examples of searching and obtaining translations of Korean patents on the KIPRIS web site. It will also describe how to obtain translations for Korean patent numbers found in other sources on both the KIPRIS web site and via Paterra’s InstantMT® service. Emphasis will be on practical examples with online demonstrations if an Internet connection is available.

Minah Kim
KIPI

Alan Engel*
Paterra

Biographies

Alan Engel received his Ph.D. in physical biochemistry from Rockefeller University in 1980 and joined the Dupont Company as a research chemist the same year. In 1984, he joined the ERATO projects run by the Research Development Corporation of Japan as a research scientist. His work for ERATO earned him a Noteworthy Invention Award from the Japan Science and Technology Agency. In 1987, Dr. Engel set up Paterra’s predecessor, ISTA, for consulting in international science and technology relations. He started Paterra’s machine translation service for Japanese patents in 1996. Dr. Engel is inventor on patents in the areas of polymer science, semiconductor devices and machine translation.

An Investigation into Analyzing Patents by Chemical Structure

Abstract

Patent mapping usually involves an analysis of standard bibliometric measures such as inventors, patent assignees, patent countries, patent years or dates, and, of course, activities or uses found in the patents. In addition to these, of great importance to pharmaceutical chemists are the chemical structures patented and how they relate to the above measures. This presentation will review our attempts to analyze pharmaceutical patents utilizing the chemical structure information provided in Derwent's World Patent Index.

Mark Calcagno
Procter & Gamble

Biography

Mark Calcagno received a B.S. in Chemistry from St. Bonaventure University in 1970, a M.S. in Organic Chemistry from Bucknell University (under Harold W. Heine) in 1973, and Ph.D. in Organic Chemistry (under Edward E. Schweizer) from the University of Delaware in 1978. From 1978-1979 he was a Robert Welch Foundation Post doctoral Fellow (under Robert Lyle) at North Texas State University. In 1979, he joined Norwich Eaton Pharmaceuticals (bought by Procter & Gamble in 1982) were he worked as a synthetic chemist, molecular modeler, Chemistry Group Leader and Technical Leader, Antiarrhythmic Chemistry, until 1995. During this period, he led the chemistry team which synthesized the novel antiarrhythmic agent, azimilide, now in clinical development. In 1995, Mark joined Procter & Gamble's Business Information Services were he works today as a Senior Information Scientist specializing in chemical and patent information in support of the Pharmaceuticals Division.

Mark lives in Blanchester, Ohio, with his wife and two children. Mark's interests include walking, fishing and hunting, music, art and history. He belongs to the American Chemical Society, the International QSAR Society, and the Patent Information Users Group.

Searching Outside the Box – Finding and Fitting Together Those Crucial Elusive Pieces

Abstract

Sometimes putting together a search query is like trying to complete a jigsaw puzzle, in which the pieces necessary to complete the puzzle are not all in the same box. Sometimes the pieces are in one box (like chemical indexing), and sometimes in another (like a polypeptide sequence). To fully define the search query, we must identify what's missing and look outside the normal box before everything can be fitted together and enable us to fully define the question and answer. Sometimes those final elusive pieces can change the look of the whole picture. In searching it's not always possible to find every piece, but we need to find as many as possible of the right pieces to put together a good impression of the original. In this presentation we will look at techniques for searching and pulling together results from various database files from Thomson Scientific and others, including some free internet sources, to get the crucial patent picture.

Gez Cross
Thomson Scientific

Donald Walter
Thomson Scientific

Biographies

Gez Cross joined Derwent, now Thomson Scientific, in 1977, and is based in the UK. He has worked in the Editorial department, indexing Markush and specific structures from patents. He was part of the Product Development team with INPI and Questel, that created the Markush DARC system, now known as MMS. In that latter role, he also trained many users in Europe, Japan and the US to get the most out of MMS. Currently, he is back in the Editorial group specialising in content relating to patent expiries, including patent extension and SPC data, as well as legal events that affect expiries, so ensuring Thomson-Pharma and other TS products have expiry dates that are as up to date and correct as possible. He continues to support the "Classic" DWPI products. He is a member of ACS (CINF and CHAL) and PIUG, and a former Membership Secretary of CSA (Chemical Structure Association), now the CSA Trust.

Donald Walter joined Thomson, (then called Derwent) in 1992, where his primary job is to train users on the Derwent World Patents Index. He also conducts searches and analyses for legal and industrial clients of the Thomson Scientific Search Service, specializing in pharmaceuticals and chemistry. He learned his craft at Exxon Research and Engineering, conducting patent and scientific literature searching for clients in the legal and technical departments. His Ph.D. from Yale is in Chemistry. He lives in various airports throughout the world, and intersperses his visits to users with visits to his family just outside Washington DC.

Workflow Management and End-user Patent Searching

Abstract

The past 5-7 years has seen an explosion of patent information which has been met with an increasing amount of end-user patent searching services. Caught in the middle are the patent and information professionals who on one hand want to encourage end-user research efforts, and on the other, want to improve workflow, research quality, and decision making process. We will review some of the new technology and processes which can be used in handling varied patent information needs to increase the workflow and collaboration aspects between patent experts and end-users.

David T. Dickens
Questel

Biography

David Dickens is the Director, Patent Business for Questel. He has more than 18 years experience in the online information industry. During this time he has built a thorough expertise in the various areas of Intellectual Property Information. Accomplishments include managing the merger of the Questel and Orbit online services during the IPG project; the release and continued development of FamPat, Questel's international patent family database; as well as the ongoing development of the entire patent product line. 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, Managing Intellectual Property and IEEE Optical Communications.

Text Mining and Visualization Tools - Impressions of Emerging Capabilities

Abstract

Innovation is the underlying foundation of today's competitive economy and technological advancement. There is a plethora of text mining and visualization tools available on the market to facilitate the innovative process in uncovering "hidden nuggets" of information about emerging technologies.

A high-level overview of some key text mining and visualization tools is presented in this paper to provide a comparison of text mining capabilities, strengths, applicable data sources, and output of results, as applied to chemical, biological and patent information. Examples of tools to be discussed include sophisticated text mining software packages, some simpler full-text searching tools, and a few data visualization tools that could be integrated with the more sophisticated software packages and full-text searching tools. Comments are included on impressions of applicability of these tools to different types of data sources and which user groups can benefit most from these tools.

Yun Yun Yang
Bristol-Myers Squibb

Lucy Akers
Bristol-Myers Squibb

Cynthia S. Barcelon Yang
Bristol-Myers Squibb

Biographies

Yun Yun Yang received her Ph.D. in Organic Chemistry from Beijing Normal University in China in 1988. After graduation, Yun Yun performed her postdoctoral research work in the area of the Central Nervous System at the University of Pennsylvania, School of Medicine. She worked as the chemistry database editor of Current Chemical Reactions® and Index Chemicus® at the Institute for Scientific Information (ISI, now Thomson Scientific) before she joined DuPont Central Patent Information (CPI) group in 1995. As information scientist at DuPont, Yun Yun conducted significant patent searches in support of DuPont Legal Dept., polymer business units, and agricultural science research. In 2000, Yun Yun joined the Patent Information Services group in DuPont Pharmaceutical Company which became part of Bristol-Myers Squibb (BMS) in 2001. Yun Yun is currently a senior patent analyst in the Patent Analysis group in BMS providing patent information support to BMS Legal/Patent Dept. and the cardiovascular drug discovery group. Yun Yun also leads the initiative to evaluate text mining & visualization tools in the Information & Knowledge Integration (IKI) group at BMS.

Yun Yun has been actively involved at PIUG, including chairing the meeting books committee at the 2004-2006 PIUG Northeast Workshop. She is currently Exhibits Committee Chair for the 2007 PIUG Annual Conference.

Lucy Akers is a U.S. patent agent with a degree in Chemistry. She worked for five years as an independent patent information consultant and has held corporate positions with Shell, ExxonMobil and Nerac, in management, advisory or individual contributor roles. She is currently a senior patent analyst with Bristol-Myers Squibb.

For several years, Lucy has trained and has evaluated new patent information specialists in the WON/GO Institute course (certified by the Dutch government). This is a program that has celebrated the certification of more than 100 patent information specialists from various countries in Europe, Asia and Africa. She is a past member of the European group on the Certification of Patent Information Professionals (COPS). While serving as a member of the Selection Board for the International Patent Information Award, Lucy was also one of the primary organizers of the first IPI-ConfEx meetings in Europe.

Lucy was the Chair of PIUG Inc. from 2000-2004. During that time, PIUG membership grew by over 30% and the organization strengthened its year-end financial base by a significant amount. She was also responsible for organizing the PIUG Annual Meetings in 2001, 2002, and 2003. In May of 2005, Lucy was given a PIUG Special Recognition Award for her dedicated service to the organization.

Cynthia S. Barcelon Yang is currently Director of Patent Analysis Group at Bristol-Myers Squibb's Pharmaceutical Research Institute (PRI) Information & Knowledge Integration Informatics. She had worked as a medicinal chemist for 8 years at American Critical Care, purchased by DuPont in 1986. Two years later, she moved to DuPont Central Research & Development Dept. where she worked for more than 10 years at different functional areas supporting multiple business units in various roles, from technical report indexer to literature/patent searcher, to information scientist, engineering information group leader, polymer library supervisor and senior information scientist. She was project leader of several DuPont corporate-wide standardization initiatives (property nomenclature, analytical test methods and TSCA chemical inventory reporting). In 2000, she became the Team Leader of the Patent Information Services Group at the DuPont Pharmaceuticals Company. With the acquisition of DuPont Pharmaceuticals Company by Bristol-Myers Squibb in 2001, Cynthia was promoted to Associate Director, Patent Analysis Group and subsequently to her current position in 2004.

Cynthia has been actively involved in PIUG, including co-championing the 2003 PIUG Membership Directory, co-chairing the 2003-2005 Membership Labels Team, chairing the meeting brochures for the 2003 PIUG Northeast Workshop, and updating the PIUG Bibliography webpage since 2000. In May of 2006, Cynthia was presented with a PIUG Special Recognition Award for her dedicated service to the organization. She is currently Fundraising Committee Chair for the 2007 PIUG Annual Conference. Cynthia is also a member of the American Chemical Society and is Bristol-Myers Squibb's delegate to the Patent Documentation Group (PDG).

Cynthia obtained her M.S. degree in Chemistry from Marquette University and M.S. degree in Information and Library Science from Drexel University. She is co-author of 11 scientific publications and several DuPont corporate technical reports. She is also co-inventor of two US pharmaceutical patents and related foreign patents.

Data Visualization Tools - an Update

Abstract

There are many data visualization tools available. However, "data visualization" can mean many things and while many times, the graphical representation of information can help, it can also distort. This presentation will focus on data visualization tools for analyzing patent data and how the graphical representation of patent data can help you see trends that would otherwise be difficult to discern.

Holly Chong-Williams
Thomson Scientific/Dialog

Biography

Holly Chong-Williams has been with Thomson Scientific/Dialog for ten years. Prior to joining TS/Dialog, she has also worked at NTIS, Questel PATService, Questel-Orbit, Cambridge Scientific Abstracts and Derwent. She is an active SLA member (over 20 years), serving in several leadership positions in the Information Technology Division including Chair, Treasurer and several sections. She is currently the IT Division's Program Chair for the SLA 2008 Annual Meeting in Seattle. In addition to SLA, Holly has also been active in NFAIS, serving on its Newsletter Editorial Board.

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