The PIUG is pleased to announce the program (subject to change) at the Plenary Sessions for the PIUG 2018 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.
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Conference Program at a Glance
Technical Session - Monday to Wednesday
The PIUG would like to inform all conference attendees that the use of photographic or recording devices of any kind to create recordings of the conference proceedings including the technical program and workshops is strictly prohibited. This includes recordings by the audience for personal use.
Please note that the speakers listed below may change if circumstances arise. Accordingly, please monitor this web page for updated information.
Conference Abstracts and Biographies
Joseph Matal, Formerly Performing the Functions and Duties of the Under Secretary of Commerce for Intellectual Property and Director of the United States Patent and Trademark Office
The last 30 years have seen an unprecedented increase in the pace of innovation in all fields. The expanding importance of intellectual property to the US economy has led to major changes in the way the USPTO gathers, categorizes, and makes quality available information to its stakeholders. This keynote will address how legislative, legal, international, and technological developments have improved access to patent information.
In his former role performing the functions and duties of the Under Secretary of Commerce for Intellectual Property and Director of the United States Patent and Trademark Office (USPTO), Joseph Matal provided leadership and oversight to one of the largest intellectual property offices in the world, with over 12,000 employees and an annual budget of over $3 billion. Mr. Matal also served as the principal advisor to the President, through the Secretary of Commerce, on domestic and international intellectual property policy matters.
Prior to this, Mr. Matal served as acting Chief of Staff for the agency, and advised the director on legislative matters. Mr. Matal has also been an Associate Solicitor in the USPTO's Office of Solicitor. In this role, Mr. Matal briefed and argued appeals of patent and trademark decisions before the US Court of Appeals for the Federal Circuit and the US District Court, and assisted in the development of legal positions taken by the US Solicitor General in patent and copyright cases before the US Supreme Court.
Mr. Matal previously served as the General Counsel of the Judiciary Committee for former Senator Jeff Sessions (R-AL), and as a Judiciary Committee Counsel to former Senator Jon Kyl (R-AZ). He was the principal staff drafter and negotiator of legislation that became the Leahy-Smith America Invents Act, the first comprehensive patent law overhaul since 1952. Mr. Matal has a bachelor's degree from Stanford University, and a law degree from the University of California at Berkeley.
The Way We Were – The Founding and Early Days of PIUG
Edlyn Simmons, Simmons Patent Information Service, LLC
Thirty years ago, 17 industrial patent searchers got together in a hotel conference room, block away from the USPTO public search room, to decide whether we should form a formal network of patent information professionals. By the time we left the room we had a name – Patent Information Users Group – a chair, a secretary, a treasurer, a newsletter editor, a host of committee chairs, and a plan to involve individual patent scientists, as opposed to corporations, in educating one another about patent resources and influencing the development of improved databases and technologies. This paper will discuss ways in which PIUG and patent searching changed and evolved over the years.
Edlyn S. Simmons founded Simmons Patent Information Service, LLC, in 2009 after retiring from her positions as Principal Information Scientist in The Procter & Gamble Co.'s Infolytics group and Manager of the Patent Information Group in the Patent Department of Hoechst Marion Roussel, Inc. She received BS and M. degrees in chemistry from the University of Cincinnati and is a registered U. S. patent agent.
Ms. Simmons is a founding member of PIUG and served as Chair in 1990-1992 and Director-at-Large in 2000-2004 and 2005-10. She has been a member of the American Chemical Society Joint Board-Council Committee on Patents and Related Matters, in 2001-2011 and 2013-present. She received the International Patent Information Award in 2005.
30 Years of Patent Information: Past, Present & Future
Alan Porter, Nils Newman, Search Technology, Inc.
"30 Years of Patent Information: Past, Present & Future" warrants examination of trends and patterns in patent data. Those data provide a stage from which to explore future possibilities as well. Stimulated by this perspective, we profile three decades of patent data, using the Patstat database. This serves to address "Who, What, Where, and When?" questions. We show interesting shifts over time in patent concentrations and players.
We zoom in on the most recent full year of data to compare that to the prevailing 30-year tendencies. We focus on "what's different?" and the implications thereof. Drawing on both the 30-year profile and this most recent one, we advance prospects for future directions in patenting behavior. Those have implications for patent searchers, analysts, and decision-makers.
Alan Porter is Professor Emeritus and Co-director of the Georgia Tech Program in Science, Technology & Innovation Policy (STIP). He is also Director of R&D for Search Technology, Inc., Norcross, GA (producers of VantagePoint and Thomson Data Analyzer software). He is author or co-author of some 240 articles and books, including Tech Mining (Wiley, 2005) and Forecasting and Management of Technology (Wiley, 2011). Current research draws on National Science Foundation support to investigate technical emergence scoring. Publications available at: http://www.researchgate.net/profile/Alan_Porter4.
Nils Newman is the President of Search Technology in Atlanta, Georgia, USA. For over two decades, Mr. Newman has worked on the development of analytical tools to assist in the management of technology. His work focuses on the use of bibliographic and patent information in research evaluation, competitive intelligence, and strategic planning. Mr. Newman has a Bachelor of Mechanical Engineering and an MS in Technology and Science Policy from Georgia Tech. In his spare time, he continues to pursue a PhD in Economics from UNU-MERIT at the University of Maastricht in the Netherlands studying the economics of technical change.
I Didn't Know You Had That! – Improving Your Search Results with Lesser Known Data in STN Databases
Scott Hertzog, Applications Specialist, CAS
STN is well known as the IP service of choice for professional searchers. But beyond the data you search every day, and the STN tools you routinely use, there are additional data and tools that can help you be more efficient with your searching. We'll show you how to improve your searching by using Digital Object Identifiers, Electronic Publication Dates, Numeric Property Values, Patent Expiration Dates, and precision searching of term fragments within words.
Scott Hertzog is an Applications Specialist with CAS, supporting users throughout the mid-Atlantic region, as well as strategic accounts throughout North America. After earning a BS in Chemistry, he worked as a patent examiner at the US Patent & Trademark Office, then as a searcher for Science IP, the CAS Search Service, where he performed small molecule structure searching, as well as more general chemical and technical searching. Later, he worked as a searcher for the US Patent & Trademark Office, searching primarily semiconductor patent applications, and then in the IP department of a major manufacturer, performing freedom to operate, validity and invalidity searches.
Additive Manufacturing – The Developing IP Landscape
Kevin J. Hess, PhD, Patent Technics LLC
Additive manufacturing, commonly known as 3D printing, is approaching the inflection point for high volume manufacturing. Several printing technologies have been commercialized that are competing for a wide range of materials and end applications, from metal structural components to fitted shoes to food. Patent information can provide insights into the key players and technologies in a field. An IP landscape provides a structure for organizing patent data into a form from which competitive insights can be drawn.
In this presentation, a patent landscape for Additive Manufacturing is developed. An overview of 3D printing technologies is presented and used as the basis for a technical taxonomy to direct the patent search strategy. The data set is augmented with the results of semantic matching against company press releases and product literature. The compiled landscape highlights the key companies and trends in print platforms, materials, and applications. Overlaying assignee business information and derived patent quality metrics can identify the companies that have the IP position and financial means to lead the market.
Kevin Hess is an intellectual property analyst at Patent Technics, an Austin-based technology consulting firm for the semiconductor, consumer, and automotive systems markets. Prior to establishing Patent Technics, Kevin was engaged as a subject matter expert, supporting patent licensing, litigation and portfolio strategy at semiconductor and investment firms. Kevin's technical background includes R&D and product engineering positions in the semiconductor, chemical, and polymer fields. He has published on patent search strategy, semiconductor design and reliability, and materials formulation, and he is a named inventor on over 60 patents in electronics and materials. He holds a PhD in Chemical Engineering from the University of Texas at Austin. His interests include music and guitar collecting.
Do Mergers Stifle Innovation? – The European Commission's Use of Patent Quality Metrics to Assess the Dow/DuPont Merger
Christopher Baldwin, Senior Consultant, North America, PatentSight
The European Commission (EC) recently investigated the potential anti-competitive effects of a Dow/DuPont merger within the crop protection market. The end result was an unprecedented, scalpel-like set of conditions that had to be met before any approval would be entertained. These conditions included such actions like: 1) the divesture of DuPont's herbicide and insecticide divisions, including key products specifically selected by the EC; 2) the divestment of the DuPont R&D division including much of the existing pipeline and; 3) granting to the acquiring entity an exclusive license to sell Picoxystrobin for rice use in the European Union. So, how was the EC able to establish such precision and selectivity? In this presentation, we will discuss the methodology that was adopted by the EC to assess the state of innovation competition within the crop protection market, how they determined where there was potential for innovation stifling, and how the use of patent quality metrics enabled them to craft these remedies with such precision.
With nearly 20 years of experience in the IP analysis and benchmarking field, as a Senior Consultant with PatentSight, Christopher has helped research intensive organizations maximize their IP potential through sound insight backed by thorough technology and competitive IP assessments. Prior to joining PatentSight, he was a patent analyst for the DuPont Company focusing on maximizing the value of intellectual property generated within Central Research & Development. Many of these activities included: identifying M&A targets, finding open innovation partners, and monetizing the portfolio through licensing, targeted academic donations or asset divestitures. Christopher began his career in patents back in 1999 as a DuPont patent searcher under the direction and mentorship of, one of PIUG's founding members, Pat Dorler. Christopher lives in Newark, DE with his wife Carrie and two children Ryan and Kaytelin.
Defining the Future of Patent Data & Analytics
Daniel Videtto, President, Intellectual Property and Standards, Clarivate Analytics
The history of patent searching traces back to the requirement in patent law that an invention be new - that is, never before publicly disclosed or used anytime, anyplace, anywhere, and advancing ideas and innovation.
That simple concept embodies all the challenges we face today in mining zettabytes of global data to identify the relevant information for our purpose, be that prior art, patentability, freedom to operate/infringement or competitive/technology intelligence. For over sixty years, Derwent has partnered with the patent information community to address these challenges.
This presentation will celebrate the history and development of patent information solutions throughout the market and the role they play in defining the future of patent data &analytics.
Daniel Videtto joined Clarivate Analytics in February 2017 as President of the IP and Techstreet businesses. Dan was most recently an Executive Committee Member of Interactive Data (IDC), where he was the Managing Director and President of Asia Pacific, based in Hong Kong. Prior to that, Dan was a member of the Executive Committee at Information Holdings where he was President of the MicroPatent and Master Data Center businesses.
Dan graduated from California State University - Long Beach with a Bachelor of Arts degree in Asian Studies and then went on to earn his Master's in International Management from the Thunderbird School of Global Management in Phoenix, AZ.
Bob Stembridge is based in London, UK, and is responsible for IP analytics marketing projects and for liaison with customer user groups for Clarivate Analytics. He joined Derwent (one of the founding components of Clarivate Analytics) in 1980 and has held various roles in editorial, marketing, sales and product development over the years. Leaving in 1988 for interludes working as Senior Information Analyst specialising in patent analytics at British Petroleum and European Sales Liaison with Dialog, he returned to Clarivate in 1996. His current responsibilities include authoring specialist reports and white papers based on IP analysis and providing media background and commentary.
Bob graduated from University of Sussex, UK with an Honours degree in Chemistry. He belongs to several professional bodies (ACS, CILIP and PIUG) and serves as Treasurer of CSA Trust and is immediate past-Chair of PATMG. He has spoken at numerous conferences and symposia over many years.
Paul Torpey has been with the Clarivate Analytics business for more than 15 years and has held several roles across the organization. In his current role as Director of Product Management, Paul is directly responsible for managing the product life cycle for Derwent Innovation, including the product roadmap. Prior to joining the Derwent team in 2010, Paul spent a significant amount of time in the Scientific and Academic Research business of Clarivate Analytics supporting platforms such as the Web of Science.
In his spare time Paul is involved with the National Multiple Sclerosis Society and is the team captain for the Clarivate Analytics Philadelphia cycling team that participates in fund raising activities for MS research and patient care.
Reflections on Legal Patent Search Types – Looking Back Nearly 30 Years
Lucy Teixera Antunes, DuPont Nutrition and Health
The author started her career in patent searching in 1989. In this paper she will reflect on some of the things that she has learned during her career doing patent information research for patentability, invalidity and freedom to operate studies. These reflections will include technical comments comparing the search types (e.g. how to select references for patentability vs. FTO, date and geography issues, etc.), about claim language, tips for search strategy development and for reporting results. They will also include reflections about soft skills such as courageous communication, pushing back on attorneys, the importance of creativity, as well as more general comments and recommendations about the life of a searcher.
Lucy Teixeira Antunes (formerly Lucy Akers) is a US Patent Agent with over 28 years of experience in the patent information field. She has formerly held patent information positions at Shell and ExxonMobil, Bristol-Myers Squibb, and is currently a patent analyst with DuPont. From 2000-2004, Ms. Antunes was Chair of the Patent Information Users Group, whose membership grew over 20% during her term. Her leadership and work with the PIUG and connections with other professional organizations, such as with the Patent and Trademark Group in the UK, and with WON in the Netherlands, makes her a recognized international figure in the patent information world, particularly for her active role in patent information development, training and education. She is currently the Chair of the Selection Board for the International Patent Information Award and helps to organize the International Patent Information Conference and Exposition (IPI-ConfEx). Lucy holds a B.A. in Chemistry from Wheaton College, Norton, Massachusetts and a MS in Organizational Leadership from Quinnipiac University.
Exemplified Compounds Table Display Linked to Citing Publications
Maddy Marley, GlaxoSmithKline
Exemplified compounds resulting from a substructure search are key to making filings based on novelty and inventive step. Conversations with our attorney clients revealed that they prefer to see a table of structures with hyperlinks to references, rather than a list of references with the structures beneath them. To provide this structure-led display we have had to rely on internal macros written many years ago, to reorganize the output from Chemical Abstracts, but the macros are not supported by GSK lT and often crash with large volumes of data. Analytical table tools in third party software have not been able to provide a solution either. We use BizInt Smart Charts for Patents to deliver reports, but it did not have the capability to include hit structures and was reference rather than structure oriented. We have now further collaborated with BizInt to develop a method enabling us to present our structures in an easy to read tabular format hyperlinked to their references. These tables are now used in our search reports for the chemistry attorneys, giving a succinct view of the compounds exemplified within a publication (patent and literature) to facilitate decision making.
I am a Senior Information Scientist in Global Patents. I support the pharma and consumer patent attorneys, providing database searching expertise to support decisions on patent filings, freedom to operate determination, patent litigation/opposition. I take part in external activities to gain insights into the strategic plans of our main vendors, and to seek out new information and software providers for our industry. My skills and expertise lie in the areas of structure and formulation searching, as well as key word searching in areas related to chemistry and pharmacology. I graduated with a degree in Medicinal and Pharmaceutical chemistry and have had over 25 years’ experience in the Information industry.
Chemical Searching Made Possible by Automated Chemical Structure Extraction
Daniel Lowe, Senior Software Developer, Minesoft
In the field of chemistry, the chemical structure is the lingua franca. As a result, prior art searching must tackle the fact that a chemical structure can be expressed in a myriad of forms e.g. names, line formulas, chemical sketches, or even combinations of sketches with text.
We have chosen to tackle these issues using automated approaches that can scale to handle the vast quantity of patents that are being published. This allows patents to be indexed within hours of publication, as well as putting no limits on the number of chemicals that can be indexed from a patent.
In this talk, Daniel Lowe will cover the ways in which Minesoft has tackled the issues of extracting different representations of chemical structures, including, how we capture molecules expressed as R-group tables, tackling OCR errors and recognising chemical names in non-Latin languages.
Daniel Lowe worked with Minesoft previously in the development of Chemical Explorer and TextMine. Daniel has a PhD in Chemistry from the University of Cambridge, his previous work was focused on the extraction of information from scientific literature, including chemical properties, chemical-disease relationships and chemical reactions. This led Daniel to discover an interest in patent literature as a vast source of unencumbered scientific data.
Daniel joined Minesoft as a Senior Software Developer in 2017. In his role, he maintains and continues to enhance Chemical Explorer and TextMine, as well as working on the development of other Minesoft solutions.
Panel Discussion on Partnerships and Patent Offices (PPO) Collaboration
Moderators - Cynthia Barcelon Yang, PPO Committee Chair, Bristol-Myers Squibb; and Elliott Linder, Panel Co-Moderator, PIUG Immediate Past Chair
ParticipantsStephen Adams, PPO Co-Chair
Sandrine Ammann, WIPO
Sujin Jess Choi, KIPI
Jessica Patterson, USPTO
Heiko Wongel, EPO
Linus Wretblad, CEO Uppdragshuset
Zheng Wu, PIUG China subchapter Lead, PIUG-China Patent Annual Conference Asia Planning Co-Chair
An overview of the PIUG Partnerships and Patent Offices (PPO) Committee will be presented, including its long-term goals. Specifically, PIUG's long-standing partnerships with the major patent offices (USPTO, EPO, WIPO) will be shared, including recent collaborations and activities with Asian patenting authorities/affiliates, such as, Intellectual Property Publishing House (IPPH)/China Patent Annual Conference (CPAC), Korean Institute of Patent Information (KIPI)/PATINEX, and JAPIO/Patent Information Fair and Conference.
The panel will include delegates from partner organizations who will share their insights regarding what value they see from interacting with PIUG, and the mutual benefits that have been derived or are expected to be derived from these partnerships and collaborations for the parties involved, as well as benefits for the patent information community at large. It is also expected that delegates will share their recommendations on ways to strengthen relationships between PIUG and partner organizations.
Cynthia Barcelon Yang, Panel Moderator, PPO Committee Co-Chair, Bristol-Myers Squibb
Cynthia S. Barcelon Yang is Director of the Scientific Information & Patent Analysis Group within the Intellectual Property/Law Dept. at Bristol-Myers Squibb (BMS), leading the team in providing legally significant and value-add analysis of the scientific and patent literature, across R&D, Law Dept, and Business Development. Cynthia has been actively involved in PIUG as past PIUG Chair (2009-2010), Immediate Past Chair (2011-2012) and Director-at-Large (2012-2016). She is currently the Co-Chair of PIUG Partnerships and Patent Offices Committee. Cynthia has been an invited speaker in past events organized by the US Patent & Trademarks Office (USPTO) and World Intellectual Property Office (WIPO).
Elliott Linder, Panel Co-Moderator, PIUG Immediate Past Chair
Elliott has spent nearly his entire career working with sci-tech NPL and patent information. Positions have included: Indexing Manager at the American Petroleum Institute's Central Abstracting &Information Services; Senior Information Specialist, on contract to NASA's Scientific and Technical Information Program; Senior Product Manager at Chadwyck-Healy, a British humanities publisher; Senior Information Specialist, on contract to the USPTO's Search and Information Resources Administration; and, most recently, Sales Manager and Marketing Director at Questel, from which he retired in 2010 after eight years on the job.
Stephen Adams, PPO Co-Chair (see biography)
Sandrine Ammann, Marketing &Communications Officer, WIPO
Sandrine Ammann is the Marketing &Communications Officer for the global databases: PATENTSCOPE, the Global Brand Database and the Global Design Database at the World Intellectual Property Organization (WIPO) in Geneva, Switzerland. After earning a degree in translation, Sandrine worked as a PCT abstract translator, then she took care of the translation outsourcing budget. Later she joined the Global Infrastructure Sector as Marketing &Communications Officer in charge of the promotion of the global database.
Sujin Jess Choi, Project Planning Specialist, KIPI
Sujin Jess Choi is a Project Planning Specialist for the International Business Team at the Korea Institute of Patent Information (KIPI), a non-profit subsidiary of the Korean Intellectual Property Office (KIPO). Since joining the organization in 2012, she has been responsible for organizing PATINEX (PATent INformation EXpo), Korea's largest annual patent information exhibition &conference, as well as for facilitating cooperative alliances with major patent offices and organizations such as EPO, PIUG, and IPPH. She holds a BS in Hotel Administration, with a specialty in meetings and events management, from the University of Nevada, Las Vegas and is a certified Convention Planner.
Jessica Patterson is Director of International Outreach and Administration in the Office of International Patent Cooperation (OIPC) and oversees the implementation of key initiatives and outreach in support of the organization.
Ms. Patterson oversees and directs OIPC's outreach program and directs analytical functions and program management for the numerous international programs under the purview of OIPC, including Global Dossier and Access to Prior Art. She coordinates OIPC's IP5 activities and efforts, including leading USPTO's efforts in the Global Dossier Task Force, which is comprised of the IP5 Offices, WIPO, and the IP5 Industry. She leads OIPC's stakeholder engagement efforts, ensuring the organization establishes and builds relationships and coalitions with all stakeholders.
Ms. Patterson began working at the USPTO in 2006 and has served in many leadership roles throughout her career. She has been involved with the Global Dossier project since 2012. In 2014, Ms. Patterson also served as President of the USPTO's Asian Pacific American Network, a voluntary employee organization comprised of more than 800 members.
Ms. Patterson holds a Bachelor of Arts in Government & Politics and Criminal Justice & Criminology from the University of Maryland, and a Master's in Public Policy, with a focus on International Governance, from George Mason University.
Heiko Wongel, EPO (see biography)
Linus Wretblad is the CEO and co-founder of Uppdragshuset. Linus has a Master of Science degree from the Technical Physics and Electrical Engineering, Linköping University, Sweden and holds a French DEA degree in microelectronics and computer systems. He also studied MBA on Innovation and Entrepreneurship at the University of Stockholm. Linus 20 years of experience of innovation processes and IPR with a focus on prior art searches and analysis, starting as an examiner at the Swedish Patent office. Since 2008 he is on the steering committee of the Swedish IP Information Group (SIPIG) and was during 2012-2017 in the board of the Confederacy of European Patent Information User Groups (CEPIUG), and the chair during 2014-2017. Linus is also one of the coordinators in the ongoing certification program for information professionals. Recently he is also involved in a EUROSTAR research project on the use of automated search approaches.
Zheng Wu, VP, Zhejiang Intellectual Property Exchange Center
John (Zheng) started at Beijing East Linden Sci & Tech Co. Ltd to design patent database and managing Chinese patent data processing for CAS contract in 2004. And in 2005 Dec, he joined Thomson Scientific to promote patent information in China such as patent searching, landscape, competitive intelligence etc. In 2008, working with Mrs. Lixing Nie from Dow Chemical China and Mrs. Liang SUN from P&G China, he started PIUG China Chapter in China. In 2014, he joined Beijing Iptalent Consulting Co. Ltd to lead patent search services team. In 2017, he joined Zhejiang Intellectual Property Exchange Center to promote technology transfer from university to corporate.
Intelligent Presentation of Sequence Search Results
Stephen Allen, Senior Product Manager, GQ Life Sciences
Presenting search results in an easy to understand format is almost as important as searching. By their nature, sequence search results are especially challenging to report. They contain data in many different formats from multiple sources, potentially pulled from different downloaded files, a mixture of numeric and text, and possibly even a large number of different fields. There can be duplicate records, or the same result related to multiple query sequences, each with a different significance. There are potentially hundreds to thousands of reportable results.
This talk will focus on different ways to organize results and potentially combine differing data formats through the use of various tricks and tips, including combining sequences with related analysis data, simultaneously viewing results for multiple query sequences, organizing by family, and potentially linking out to other data sources via Excel formulas.
Steve Allen joined GQ Life Sciences in September of 2017, he is the Solutions Consultant for GenomeQuest & LifeQuest. Steve previously worked at Dupont and his background includes work in a patent group and work as a computational biologist in an agricultural discovery group. Steve has been working with sequence data of one form or another for over 20 years.
Computer-Assisted Deep Analysis of Chemical Patents at Document Level
Árpád Figyelmesi, ChemAxon
A precise understanding of the chemical coverage of complex Markush claims is critical in FTO analysis, patent drafting and many other use-cases. Creating a claim that covers all of the desired structures without any overlap with prior art documents - is a challenging task and a huge responsibility. In the case of FTO, it can be difficult to determine if a large set of structures is covered when you have complex Markush claims over multiple pages. There are many well-known examples where patent attorneys failed with these tasks resulting in very expensive mistakes. Document level computer-assisted analysis of chemical patents simplifies such challenges; it helps individuals double-check their work, and automatically draws attention to any problematic parts to prevent mistakes.
Árpád Figyelmesi received his MSc degree in Chemical Engineer from the Budapest University of Technology and Economics. He completed his postgraduate diploma in IT Management from Corvinus University of Budapest. After years of industrial experience, he joined the Hungarian Intellectual Property Office as a patent examiner, and later as a business analyst. Since 2013, he has been with the ChemAxon team, leading the development of Markush technology and patent information related solutions.
Aim for the Goal of Intellectual Property Information Professional with Artificial Intelligence
This talk will provide a list of the TOP10 events or articles which impressed the author in the past year on AI and a description of what an enhanced & augmented IP Information scientist (EAIPIS) is, including proposing the 5 levels of EAIPS. Self-learning of Python as a basic knowledge is also proposed. The talk also mentions case studies of Question 2 of Japanese GrandPrix2016 (Chemistry and Medicine field) by API systems with AI and that binary classification is necessary to be examined in next steps. Finally conclusions are presented including that our required knowledge & skills may be inevitably increasing exponentially in the next 3-5 years. Previous preparation will be recommended but our knowledge & skills will continue to depend upon basic classical thinking of Boolean search, patent map analysis and so on even in near future.
In March 1973, the author obtained his degree from Doctor of Organic Chemistry at Nagoya University Graduate School of Engineering. He joined Teijin in April 1973 and engaged in technology development and R&D until April 1994. He worked at Teijin Intellectual Property Center from May 1994 to February 2006. He retired at the age of 60, but until February 2009 he worked at Teijin Intellectual Property Center as a senior employee.
He has become an IP Research Fellow of Japio Patent Information Laboratory from March 2018 after he had been a guest researcher from April 2006 to February 2018. He has also been Chair of PDG of INFOSTA, Japan from April 2004 to the present. He has also been a schoolmaster of Patent Information Map Analysis school held by Raytec Ltd., from 2006 to present. He has also been an adviser of HAYABUSA(falcon) International P.O. from April 2013 to the present.
What You Don't Know has Already Hurt You – Digging into Neglected Corners of IP Rights Information
Stephen Adams, Magister Ltd.
PIUG has existed for 30 years, promoting the profession of the patent searcher and, latterly, patent analyst. The P in our name refers to Patents, but increasingly we need to consider a wider range of IP rights in order to carry out a comprehensive job. Today's search requests (at least, those from the corporate environment) tend to be much more focussed on FTO-type enquiries than on patentability, and so searchers need to maintain a broader perspective on the entire portfolio of IP right protecting a given product line. In addition, the boundaries between different IP rights are becoming blurred, and prior art can be found in the most unexpected places. This talk will discuss the challenges which the "patent searcher" will face as Industry 4.0 impacts global manufacturing practices.
Stephen Adams is the managing director of Magister Ltd., a UK-based consultancy specialising in patents information founded in 1997. Mr. Adams holds a BSc in chemistry from the University of Bristol and an MSc in Information Science from City University, London, and is a Member of both the Royal Society of Chemistry and the Chartered Institute of Library and Information Professionals (CILIP). He is the author of two editions of "Information Sources in Patents", published by Walter de Gruyter KG, and serves on the Editorial Advisory Board of the Elsevier journal "World Patent Information". He received the IPI Award in 2012 for outstanding contribution to patent information. He is the current Vice-Chair of PIUG Inc., the International Society for Patent Information.
Resuscitating the Elusive Patent Description
Kristine Atkinson, PhD, A/A Patent Investigations
We've been operating as patent information users for over 30 years, a miraculous ride. Can anything be more important in the patent world than the second of the 5 W's, What? The patent description is paramount, in that you can only have one What. And to a searcher, "I'll know it when I see it" may be too late.
The clarity of what an invention is has been under assault: in the face of obscuring, alternative or ambiguous language, we often resort to the Duck Test, Elephant Test or Zebra Test. This is an exploration of the legal ramifications of the patent description, and how they relate to patentability, the seduction and mutability of words, and psychological closure and assumption. We will use examples of PTAB decisions, seminal invention specifications, operational quirks of modern search contrivances such as Alexa and Google Home, and the subtle practice of novation. Considerations for quality control in the face of daunting data complexity argue for the human function in rising above automated processes.
Kristine Atkinson holds a doctorate in genetics, master's degree in cell biology, and an undergraduate degree in foreign languages and linguistics. She has written and presented analyses of nonpatent literature, lossy data compression, sequence analysis and inclusive patent search paradigms. As principal of A/A Patent Investigations she presently specializes in patent case advisement and training for biotech and medical device initiatives. Dr. Atkinson has supervised laboratories in electron microscopy, flow cytometry, immunology and protein purification, and has been a professor of legal writing, physiology, immunology, parasitology, tissue culture and communicable disease. She has worked in public and private sectors, and is a USPTO-registered patent agent. She has co-chaired PIUG's training and education committee, was an instructor in patent informatics for WIPO, and is presently on the PIUG membership committee.
State of the Art in Patent Search – a Technologist's Perspective
Mihai Lupu, PhD, Studio Director, Research Studios Austria, Data Science Studio
Search Technology has changed considerably over the decades, and the last few years clearly show a renewed enthusiasm for everything under the generic label "Artificial Intelligence". Experience tells us that previous periods of enthusiasm for AI have existed before (in the late 1950s, early 1980s, mid 2010s) separated by "AI Winters". Thus the question arises: are we now doomed to disappointment, most notably in a complex domain such as intellectual property?
Disappointment is part technology failure and part unrealistic expectations. In my talk, I will discuss what the technology today can do and how it should be objectively assessed in order to manage expectations. In terms of technology, I separate my discussion on three areas: 1. What to search on, 2. What to search for, and 3. How to search – all strictly presented from a technology perspective. In terms of evaluation, I will show how we have implemented this is a scalable and reproducible manner in one of our recent applied research projects, SelfOptimizer, a collaboration between TU Wien and Uppdragshuset.
Finally, I conclude with a couple of future directions that are visible today in the academic and technology landscape, and let the audience ponder on how these might affect the patent information usage tomorrow or ten years from now.
Mihai Lupu is a computer scientist with a background in Search Technologies, who has been working in the patent domain since finishing his PhD studies in 2008. Currently, he is associate editor of World Patent Information, and Studio Director for the Data Science Studio at Research Studios Austria. He has been previously a Post-doctoral researcher at TU Wien, where he worked on semantic search technology and the means to objectively quantify improvements in this area. As such, he was an invited speaker at EPO's Patent Information Conference in 2016 and at the International Conference on Search, Data, Text Mining and Visualization in 2017. Mihai Lupu has over 100 publications, of which 2 editions of the Current Challenges in Patent Information Retrieval book and the Patent Retrieval book, and has been co-organizing patent-related evaluation campaigns at the National Institute of Standards and Technology (NIST) in the US, and at the Conference and Labs of the Evaluation Forum (CLEF) in Europe.
Uniting Patent Data Sources with BigQuery
Janice Stevenson, IFI CLAIMS Patent Service
In this presentation, we'll combine multiple sources of data to shed light on patents concerning VEGF, a kinase inhibitor that promotes the growth of new blood vessels. Using Google BigQuery as the conduit, we'll start with the large collection of public patent data provided by Google, connect that to IFI data enrichments to identify patent family information, and then link chemistry and legal information. Our exploration will illustrate how details about patents may enhance the understanding of a topic for a wide range of colleagues from R&D to the general counsel's office.
Janice Stevenson applies her vast client support experience to providing IFI clients the foundation they need to bring their applications to full fruition. She draws on past experience as a trainer, sales manager, and developer focused on intellectual property and patent applications.
"Scour the Earth" Invalidity Searching: When Deep Dive Searching is Appropriate and Strategies to Support It
Matthew Benavides, CPA Global
A "Scour the Earth" invalidity search is a global prior art search conducted over every available patenting jurisdiction in multiple languages, and incorporates a heavy emphasis on non-traditional resources, seeking to find hidden gems in collections that would not have been consulted during a typical prior art search. It is essential for any invalidity search to have a global scope, so a "Scour the Earth" search is conducted in multiple languages using skilled native language searchers, rather than relying on machine translated patent collections. This type of search employs multiple approaches and database tools for both patent and non-patent literature, with the goal of leveraging all known search techniques, including bibliographic search strategies, classification and citation searching, classical (Boolean/proximity) keyword search strategies, and semantic search technology, over the widest possible data collection.
Matthew Benavides, is a Senior Customer Success Manager at CPA Global. He received his JD and LLM, in Intellectual Property Law, from the Thomas Cooley Law School, and a BS in Cellular Biology/Chemistry from the University of Wisconsin-Whitewater. Mr. Benavides is a registered patent attorney and is currently an adjunct professor at the Thomas M. Cooley Law School where he teaches "Patent Research and Analytics". Areas of expertise: extensive patent research and analytics experience in Medical Device/Mechanical, Life Science, and Chemical areas.
Exploring New Business Fields from the Core Technology by "Stepwise Conception" Method
Izumi Tsuzuki, PhD, HIT Institute
As future business development is very important for the sustainable growth of companies, many methodologies have been proposed. At the 3i study group, we have developed a new methodology named "Stepwise Conception" which can explore new business fields from the core technology by expanding the exploratory scope based on the co-occurrence of words in the same sources. In our case study for an existing company "K", whose core technology is microlens manufacturing, a large variety of potential new business opportunities were discovered by using patents, academic papers, newspapers, social media and website information. I will discuss the method and results of the Stepwise Conception and compare with conventional methods.
Izumi Tsuzuki worked for Maruzen for more than 10 years as an instructor of Dialog Information System and patent databases. After leaving that company, she joined a private patent office in Osaka. After some years, she joined KMK Digitex and G-Search, which provided information systems as Dialog agencies. From April 2005 to March 2014, she was an associate professor in the Graduate School of Intellectual Property at the Osaka Institute of Technology (OIT) in Japan. Until March 2015, she was one of the vice chairpersons of the Patent Search Grand Prix (PSGp) organized by IPCC in cooperation with OIT and JAPIO. She established HIT Service Institute in April 2015, and has continued working in the field of patent information, especially education and patent information analysis. She received the Patent Agency Director Award for Patent Information Dissemination Activity Achievement in 2015. She holds a PhD in physical chemistry from Kyoto University in Japan.
Panel Discussion with Independent Patent Research Professionals: