Patent Information Users Group, Inc.

The International Society for Patent Information Professionals

PIUG 2017 Annual Conference
An International Conference for Patent Information Professionals

The Complete 21st Century Patent Searcher —
Addressing Our Skills Gaps

Saturday, May 20 - Thursday, May 25, 2017
Crowne Plaza Atlanta Perimeter at Ravinia
4355 Ashford Dunwoody Road
Atlanta, GA 30346

Twitter: #PIUG17

Preliminary Program

The PIUG is pleased to announce the preliminary list of presenters at the Plenary Sessions for the PIUG 2017 Annual Conference. When planning your trip to the conference, please keep the following events in mind so that you do not miss out on a valuable opportunity.

PLEASE BE ADVISED that attendees and speakers who are not members of PIUG will not have post-conference access to the conference presentations posted on the PIUG wiki, which is a PIUG member benefit. To enable post-conference access to PIUG conference presentations, and to also save significantly on PIUG conference registration fees, BECOME A MEMBER of PIUG by going to the PIUG Membership page.

Conference Program at a Glance

See the Conference Overview page.


The deadline for Early-bird registration is April 1, after which rates will increase. Register NOW. Rates are available by clicking details under the PIUG 2017 Annual Conference on the PIUG Calendar Page.

Preliminary List of Presenters

Please note that the speakers listed below will be updated and session details published as the Program Committee and likely participants work out the remaining commitments. Accordingly, please monitor this web page for updated information.

Keynote Address
Nicholas Belkin, Rutgers University

We are excited to announce that Nicholas Belkin, Distinguished Professor of Information Science, Department of Library & Information Science, School of Communication & Information at Rutgers University will present the keynote address at the conference.

Jumpstart: Patentscaping for R&D
Kristine Atkinson, A/A Patent Investigations


A key feature of our mission as patent searchers has been to show that an invention hasn't been thought of or in existence previously. In the main, our clients have been commercial entities who wish to market a product or their outsourced legal representatives: their interest in what's out there is less explanation-intensive than for laboratory or skunk works personnel, who often want to know how others have tackled their problem. They usually are minimally acquainted with patent data as a creative scientific resource.

The patentsphere provides reviews, interpretations and motivation that may not filter through the confines of peer-reviewed professional literature. It also contains data not available elsewhere, such as in proprietary gene sequences or unpublished experimental results. Through a patent-derived channel of analysis, the patent professional can deliver a competitive advantage to development teams and proactively jumpstart brainstorming sessions.

This presentation will explore the rationale and ways of integrating a patent landscape into a research feasibility effort and how to benefit from understanding the thinking and focus of academics and research professionals. With the high market value of intellectual property not yet reduced to practice, generating new or broader IP represents an avant-garde opportunity moving beyond evidence, diligence and proof.

A real Patent Searcher should perform beyond just a Patent Searcher
Rong Yang, Allergan


Often in the real business world, the question imposed to a Patent Searcher is far beyond just patent information. For questions like "If there is biosimilar attempt?", "How quickly an ANDA will appear for an antiacne drug?" or "Is this the only multi-dose dry eye product without preservative?" A Patent Searcher has to brainstorm the possible sources and weave the information together to provide an informed story.

Patent Information Analysis for Creating New Business
Jo Sagawa, AsahiKASEI Corporation


The Asahi Kasei Group is a diversified chemicals manufacturer in Japan with net sales of approximately 16 billion US dollars and operating income of approximately 1.5 billion US dollars. The Technical Information Group, one of the sections of the intellectual property department, have been conducting necessary investigations at key stages of IP activities, bearing the watchword "patent search is the essence of IP management" in mind, and we have developed the foundation for appropriate investigation. We are proud that we have established a position as a front-runner in the Japanese patent research industry. In recent years, the Technical Information Group have enhanced its mission, namely, have been strengthening analysis of patent information, so as to contribute to business projects in the Asahi Kasei Group. We have focused on looking at IP situations of the entire Asahi Kasei Group companies from an objective standpoint of view in thorough comparison with competitors in various technical fields relating to our business. Now, we are trying to establish such analytical methods that contribute to the creation of new business that is required in recent years. Although it is very challenging, we have achieved results in several themes by making full use of our IP foundation and latest patent analysis tools. In this presentation, we introduce examples using recent patent analysis tools entitled "Patent Information Analysis for Creating New Business."

Single Pass numerical matching - A linguistic solution to numerical searching
David Woolls, CFL Software Limited


This presentation describes a method of analysing the abstracts and claims of patent documents to extract the numeric values linked to specific items such as % composition or mechanical properties. This is a complex issue because natural language provides so many ways of connecting the numerical values to the item referred to and with patents there is an additional problem of setting the numerical information in the context of the patent claim. The authors have collaborated to develop a language based approach to solving this problem. An initial focus was to identify the numeric ranges for a number of elements in metal alloys and compare them with the range being searched for. We will briefly describe the collaborative process, then present the results and explain how this is a generic solution, rather than specific to the original requirement.

National IPR Policy of India and Its Implementation
Raj Hirwani, CSIR-URDIP


The Government of India announced its first National Intellectual Property Rights Policy in May 2016. This Policy aims to integrate IP as a strategic tool in national development plans. It seeks to reinforce the IPR framework in the country that will create public awareness about economic, social and cultural benefits of IPRs among all stakeholders, stimulate IPR generation and commercialization, modernize and strengthen service-oriented IPR administration as also the enforcement mechanisms for combating IPR violations. The policy document lays the roadmap for the future of IPRs in India and is expected to promote a holistic and conducive ecosystem to catalyse the full potential of intellectual property for India's economic growth and socio-cultural development, while protecting public interest. This presentation will give broad contours of the National IPR Policy, the objectives that are sought to be achieved through detailed action points and implementation plans as well as progress made so far.

Soft skills, neglected features in a hardcore technical environment
Bodil Hasling, Danish Patent and Trademark Office


Patent professionals often have all their focus on the technical skills and the search skills. However, a very important part of the job is also the work done before starting the search. That is how to achieve the best information on e.g. the purpose of the search, expectations to the result and clarification of technical matter. Important are also the content of the report and the way of reporting, including explanations on why we did as we did. Here the understanding of the search has to involve a lot of other skills mostly related to communication. The session will mainly focus on the use of different kinds of communication during the processes involved before, under and after a search and how profound customer communication as well as between colleagues before and during search execution can improve the overall result. Examples on benefits of communication will be part of the session.

Industry 4.0 and the role of patent information in innovation: EPO perspective
Nigel Clarke, EPO


Industry 4.0 is testimony to the disruption that new technologies bring across the societies in which we live and work, and the world of IP is no exception. The EPO is preparing to adapt its patent processes, and the way it handles patent information as the disruption will affect patent searching. But who are the current and potential future users of patent information and what do they use it for? The EPO has carried out research to identify the role of patent information in the innovation process. Whilst validating assumptions, the research results also brought to light new findings which will trigger a number of actions from the EPO. This presentation will give the EPO perspective on the future of patent information against the backdrop of innovation and industry 4.0.

Converting patent data into impactful visuals that reveal and summarize trends and points of interest to enable IP Portfolio analysis, competitive intelligence and market research.
James Durkin,


In this presentation, we will demonstrate using visualizations to narrow a query; create a targeted portfolio and select similar result sets on a semantic map; how to chart multiple portfolios, and easily generate and export reports.

Artificial Intelligence, Machine Learning, and Deep Neural Networks: What Does All of this Have to do with Patent Analytics?
Parthiban Srinivasan, Parthys Reverse Informatics


When new technologies become easier to use, they transform industries. That's what's happening with artificial intelligence (AI) and big data. Machine learning is often described as a type of AI where computers learn to do something without being programmed to do it. Deep learning, a subset of machine learning, is proving to work especially well on classification. Big breakthroughs happen when what is suddenly possible meets what is desperately needed. For years, patent analysts have been searching and reviewing terabytes of information, not only patents but also non-patent information. Not only to find prior art but also to identify patents of interest, rate their quality, assess the potential value of patent clusters, and identify potential business partners or infringers. With the rapid increase in the number of patent documents worldwide, demand for their automatic clustering/categorization has grown significantly. Many information science researchers have started to experiment with machine learning tools, but the adoption in the patent information space has been sporadic. In this talk, we aim to review the prevailing machine learning techniques and present several sample implementations by various research groups. We will also discuss how data science compares with machine learning, deep learning, AI, statistics and applied mathematics. Deep learning technique, which is at the centre of the current boom in AI, relies on simulating large, multi-layered webs of virtual neurons, which enable a computer to learn to recognize abstract patterns, such as cats in images. Deep Learning has begun to be experimented for some of the natural language processing tasks, most promising work is moving around Recurrent Neural Networks (RNN) and Convolutional Neural Networks (CNN). It is important for patent analysts to understand how they work, rather than treating them as infallible "black boxes." The principles are easy to grasp and one does not need to be an expert to appreciate the potential of this subject.

Fast, Free, and Available: Hacking NPL Databases & Grey Lit in the Library and Online
Barbara J. Hampton, RedLine Information Services


Published information about prior art, inventors, and intellectual property portfolios is a cornerstone research for patentability, infringement, and competitive intelligence. However the subscription costs for individual periodicals is high, broad-based periodical databases even higher. Larger patent firms and departments may have organized research libraries and librarians to support these searches. Resources available, particularly for small patent information firms, can be greatly enhanced (at much less expense) through the savvy use of public and academic library collections and grey literature. More and more academic libraries have developed institutional repositories of research papers, theses, and papers. Remote online access is available for more than you realize. Get insider tips to maximize your efficiency and access to these collections, including professional journals, specialized news sources, and hidden gems. Cut through a wide range of content with latest discovery tool machete. Create custom searches and alerts. Get full-text, one way or another.

The Enhaced Patent Quality Initiative and Search: A Brief Timeline with Options for the Future
Robert Grantham, Reveal-IP LLC


The Enhanced Patent Quality Initiative and Search: Currently and ….Where Will It Go?"

For a number of years there has been increasing complaints about the quality of issued patents. In 2011 The America Invents Act Passed and Post Grant Reviews became a reality. IPR's, one post grant procedure, can only be brought on prior art grounds and have overturned a significant number patents. This has created much uncertainty for applicants and negated the Presumption of Validity. The Enhanced Patent Quality Initiative came into existence in February 2015. Since the inception of the Initiative the PTO has forwarded two proposals for search: Crowded Sourcing and the Automated Pre-Examination Search. More recently, outside studies have shown comparative differences in both search procedure and search product between the USPTO and the EPO, as well as other foreign Offices. The US private sector also provides a comparative model. At this stage of the Patent Quality Initiative it would appear the Office has three options to address the patent quality issue from the prior art side of the problem. However, besides crowd sourcing and the pre-examination search, the Office has been silent on the issue. The Office, as the Controller of all things patent, must initiate a dialogue that asks hard questions and encourages novel thinking so that a path forward that attacks the prior art problem at its source can be found.

Patent Analysis and Visualization: An Update on Challenges and Opportunities
Nils Newman, Search Technology


Patent analysis is not a simple process. It is a complex procedure that incorporates a variety of different mathematical, statistical, and algorithmic techniques many of which are still evolving. This presentation outlines some key research areas used by developers of patent analysis tools. It also addresses the limitations of current techniques as well as the opportunities presented by emerging areas of research. The goal of the presentation is to help the audience sort out what is and is not possible with today's patent analysis software and to suggest some of the prospects the future might hold.

Auto-identification of High Emergence Patents
Alan Porter, Search Technology


Indicators of technological emergence promise valuable intelligence. We present an implemented algorithm to calculate emergence scores for topical terms from abstract record sets. We offer a family of emergence indicators deriving from those scores. Primary emergence indicators identify "hot topic" terms, then use those to generate secondary indicators that reflect organizations, countries, or authors especially active at research frontiers in a target domain. We also flag abstract patent records rich in emergent technology content. We show results for dye-sensitized solar cells, an intriguing nanotechnology-enabled energy technology.

Locating Unconventional Prior Art
Ron Kaminecki, Questel


Classic search techniques include the use of keywords, class codes, citations, semantics, and even specific identifiers, like genetic sequences, for locating unique information. But in an era of fast changing technologies like communications, social media, or even nanotechnology, amongst others, these typical search approaches may not be able to keep up with the fast turnover of very new inventions. For example, a search on telecommunications may easily find early mobile phone patents, but who would buy a patent for a five year old cellular phone? The lifetime of trendy new patents is fleeting and using traditional techniques to find transitory inventions may not find the latest technology. The classic approach to searching still works, but in some cases outlook and strategies need to be reworked to keep up with fast-changing technology. This presentation will cover examples of emergent technologies over time and strategies for locating prior art in these transient areas of technology.

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