Patent Information Users Group, Inc.

Celebrating Our Past 25 Years...Preparing for Our Future Best Practices for Keeping Up with the Rapidly Changing Patent Landscape

2013 Annual Conference An International Conference for Patent Information Professionals Saturday, April 27 – Thursday May 2, 2013

Hilton Alexandria Mark Center • 5000 Seminary Road • Alexandria, VA

Meeting Book prepared by BizInt Solutions Inc., a proud sponsor of the 2013 PIUG Annual Conference April 27 - May 2, 2013 2013 Annual Conference Hilton Alexandria Mark Center Alexandria, VA

Saturday, April 27th, 2013 8:00 am 12:00 noon The Importance of Presenting Useable Search Output to the Client (Stephen Adams) - FEE Magnolia B 1:00 pm 5:00 pm Fundamentals of Current Patent Law (Edlyn Simmon) – FEE Magnolia B 8:00 am 4:00 pm Patinformatics: The Next Generation (Tony Trippe) – FEE Magnolia A 1:30 pm 4:30 pm Personal Branding: Communicating the Authentic You – Free Magnolia C Sunday, April 28th, 2013 8:30 am 10:00 am Creating Patent Reports and Visualizations with BizInt Smart Charts (Bizint Solutions) – Free Terrrace East 10:00 am 12:00 pm Soaring into Orbit.com with Perfected Search and Analysis Tools (Questel) – Free Arbors 10:30 am 11:30 am Making IP Intelligence Easy and Intuitive (Relecura) – Free Terrace West 11:00 am 12:00 pm Exclusive Sneak Peek: ProQuest Dialog™ Patents (ProQuest Dialog) – Free Terrace East 12:00 pm 1:00 pm Product Updates and Enhancements (Minesoft) – Free Terrace West 12:30 pm 1:30 pm Searching in DWPI Chemistry Resource (DCR) on STN (STN) – Free Terrace East 2:00 pm 3:30 pm Thomson Innovation: Enhanced Sources & Insight 2013 (Thomson Reuters) – Free Arbors 4:00 pm 5:30 pm PIUG Business Meeting (All PIUG members are encouraged to attend) Plaza Ballroom East 6:30 pm 7:30 pm First-Time Attendees Welcome & Orientation. Sponsored by PIUG Ballroom West/Foyer 7:30 pm 9:30 pm Welcome Reception for All Meeting Attendees / Exhibits Open. Plaza Ballroom West Sponsored by PIUG & Lower Foyer Monday, April 29th, 2013 7:30 am 8:30 am Breakfast. Sponsored by Minesoft Ballroom West/Foyer 8:30 am 9:00 am Welcome & Introduction – Susanne Hantos, PIUG Chair, Davies Collison Cave Plaza Ballroom East Brian Stockdale Award Presentation – Edlyn Simmons, Simmons Patent Information Service, LLC 9:00 am 10:00 am Keynote Presentation – The USPTO: Transformation and Engagement. Teresa Stanek Rea, Acting Under Secretary of Commerce for Intellectual Property and Acting Director of the USPTO 10:00 am 10:10 am Product Updates (Thomson Reuters, BizInt Solutions) 10:10 am 10:40 am Break. Sponsored by GenomeQuest. Ballroom West/Foyer Session A – Case Studies in Patent Informatics (Chair - Martha Yates, Monsanto) 10:40 am 12:30 pm Using Multiple Online and Single Country Legal Status Databases to Resolve Licensing Fee Issues. Plaza Ballroom East Carol E. Bachmann, 3M. Patent Informatics in a Filter Bubble Age. Kristine Atkinson, A-A Patent Investigations. Into the Future Together: The Challenges for Providers and Users of Patent Information in Today’s Fast-moving World and How to Meet Them. Cynthia Murphy, Thomson Reuters. 12:20 pm 12:30 pm Product Updates (Minesoft, STN) 12:30 pm 1:30 pm Lunch. Sponsored by Thomson Reuters. Ballroom West/Foyer 1:30 pm 1:45 pm Presentation of Service Awards Plaza Ballroom East Session B – The Future of Communications in Patents (Chair - Jim Brown, FIZ Karlsruhe) 1:45 pm 2:55 pm Overcoming the language barrier - The EPO’s Patent Translate service. Richard Flammer, EPO Plaza Ballroom East Understanding Machine Translation and the Challenge of Patents. John Tinsley, IP Translator 2:55 pm 3:10 pm Product Updates (Questel, Search Technology, LexisNexis) 3:10 pm 3:40 pm Break. Sponsored by LexisNexis® Ballroom West/Foyer Session C – Case Studies in Patent Analysis (Chair - Richard Williams, Zoetis) 3:40 pm 4:50 pm Debabelizing the Portfolio: Embedding Patent Analysis in Your Patent Portfolio Processes. Plaza Ballroom East Mark Stignani, Schwegman, Lundberg & Woessner, P.A. Updating our Patent Search and Analysis Tools. David Weber, Corning Incorporated 4:50 pm 5:00 pm Product Updates (GenomeQuest, TPR International) 7:00 pm 10:30 pm PIUG 25th Anniversary Gala and Awards Dinner. Terrace Sponsored by PIUG and ExxonMobil Research & Engineering. Cash Bar before Dinner: 6:30 pm – 7:00 pm (Drink tickets left from Sunday will be honored) Table of contents

Sponsors and Exhibitors 2

Message from the Chair 3

PIUG Officers & Information 4-5

Program & Planning Committee 6 2013 Annual Conference Brian Stockdale Award 7 Monday morning speakers 8 An International Conference for Monday afternoon speakers 16 Patent Information Professionals Stu Kaback Award 24

PIUG History & Milestones 25

Celebrating Our Past 25 Years... Tuesday morning speakers 26 Preparing for Our Future Tuesday afternoon speakers 36

Best Practices for Keeping Up With PIUG Service Awards 42 the Rapidly Changing Patent Landscape Wednesday morning speakers 44

Wednesday afternoon speakers 56

Sponsors 66 April 27 – May 2, 2013 Attendees (by Name) 76 PIUG 2013 Hilton Alexandria Mark Center Attendees (by Company) 79 Alexandria, Virgina

Hotel Floorplan 83 n Annual Meeting Annual Meeting n Alexandria VA Alexandria

Meeting Book prepared by BizInt Solutions, a proud sponsor of the PIUG 2013 Annual Conference and developer of BizInt Smart Charts for Patents

1 gratefully acknowledges the generous support for the PIUG 2013 Annual Conference provided by our sponsors and exhibitors: L D E M RA

Thomson Reuters

S APPHIR E BizInt Solutions

Minesoft

Questel

STN

Article One Partners

AM E GenomeQuest IFI Claims

THY INTELLIXIR LexisNexis S T Search Technology/VantagePoint TPR International WIPS

E XHI B IT Dialog Alexandria VA n European Patent Office (EPO) Intellectual Property Publishing House (IPPH) Korean Intellectual Property Offic (KIPO) O R S Linguamatics

Annual Meeting Annual Perception Partners n World Intellectual Property Office (WIPO) PIUG 2013 2013 PIUG

2 Message from the chair

Welcome to the PIUG 2013 Annual Conference! This year I thank all of the speakers and workshop providers marks the 25th anniversary of the Patent Information for providing us with the opportunity to enrich our Users Group, Inc. and we are so pleased that you professional development. have joined us in Alexandria, VA to take part in the The recipe for a successful conference has one more celebration of this important milestone. It is also the very important ingredient and that is our incredibly 15th anniversary of the first multi-day conference held generous sponsors. Year after year, the sponsors by the PIUG. support this non-profit organization to do what it does There is something truly inspiring about the PIUG multi- best: bring patent information professionals together to day annual conferences and that is the remarkable learn, share and grow. Without their continued support, dedication and immense skill that our generous the PIUG would not be the organization that it is today. volunteers infuse in the creation of such a key event The sponsors for the PIUG 2013 Annual Conference are in the global calendar of the patent information Thomson Reuters, BizInt, Minesoft, Questel, STN, Article profession. I would personally like to thank Ken Koubek, One Partners, GenomeQuest, LexisNexis, IFI CLAIMS, Jim Brown, Jane Thompson, Cynthia Barcelon Yang, INTELLIXIR, VantagePoint/Search Technology, TPR Denise Fobare-Deponio, Tom Wolff, A.J. D’Ambra, Egor and WIPS. The Exhibitors at this year’s conference are Poblaguev, Dominic DeMarco, Tony Trippe, Kim Miller, Dialog/Proquest, EPO, Intellectual Property Publishing Suzanne Robins, Diane Webb, Martha Yates, Alison House, KIPO, Linguamatics and Perception Partners. Taylor, Zhifu Shu, Yuri Mozolev, Sandra Unger, Lucy Please accept my sincere and heartfelt thanks to all of Aker, Kartar Arora and Edlyn Simmons. All of these you for your generous support. I encourage everyone volunteers have made heartfelt contributions to make to visit the exhibit booths and the workshops so that this conference a success. I would also thank our highly you can learn about the new and exciting products and efficient and competent conference planner, Ms Erin services that these organizations have to offer. Fontana of Special D Events Inc., who helped all of the This year’s conference is also extra special as we volunteers. have two wonderful award ceremonies to celebrate I am also grateful for our Program Committee Co-chairs, at the 25th Anniversary Gala dinner. Earlier in the Ron Kaminecki and Andrea Davis, who have done a truly year, the PIUG Board established the prestigious exceptional and highly commendable job of devising Stu Kaback Business Impact Award in Honorable a program that will deliver cutting edge knowledge Memory of Dr. Stuart Kaback for his many outstanding and thought provoking insight. I would like to thank accomplishments as an internationally recognized PIUG 2013 you both for the attentive and exquisite care you have expert in patent information. Then, in March of this taken in preparing the program. As a testament to year, we learnt that Dr Sandra Unger has been named the recipient of the illustrious 2013 IPI Award for her

their hard work, it is not surprising that the conference n

has drawn attendees from all over the world including immense dedication and service to the PIUG. Sandra Annual Meeting Australia, Canada, China, France, Germany, India, Ireland, is a true luminary whose enduring efforts contributed Japan, Republic of Korea, Spain, Switzerland, Taiwan, the to improving the professional development of patent United Kingdom and the United States. information specialists from all over the world by fostering the forum that is the PIUG. Congratulations I would also like to thank our distinguished speakers Sandra, you are such an inspiration! and workshop providers who have generously agreed to n

share with us their knowledge and expertise. The PIUG I wish everyone a wonderful experience at the VA Alexandria is also deeply honored to have such highly regarded conference as we celebrate these truly memorable delegates from the EPO, WIPO, KIPO and the USPTO moments in the history of the PIUG. present at the conference. We are simply thrilled that With kind regards, the Acting Director of the USPTO, Ms Teresa Stanek Rea, will be delivering the keynote address. Susanne

3 Patent Information Users Group, Inc. The International Society for Patent Information

Officers

Chair, 2012–2014 Susanne Hantos Davies Collison Cave +612 9293-1000 [email protected] Vice Chair, 2012–2014 Jim Brown FIZ Karlsruhe (302) 376-6425 [email protected] Immediate Past Chair Anthony Trippe 3LP Advisors (614) 787-5237 [email protected] Secretary, 2012–2014 Kimberly Miller Novartis (617) 872-5218 kimberly [email protected] Treasurer, 2012–2014 Ken Koubek Koubek Info Consult. Svcs (302) 252-6045 KennethKoubek@.net Director-At-Large, 2011-2014 Dominic DeMarco DeMarcoIP (703) 229-8860 [email protected] Director-At-Large, 2012-2016 Cynthia Barcelon Yang Bristol Myers Squibb (609) 818-5515 Cynthia.Yang @ bms.com

Past Officers

Year Chair Vice Chair Secretary Treasurer 1988–1990 Mike Feider Nancy Lambert Pat Dorler 1990–1992 Edlyn Simmons John Dudinyak Nancy Lambert Pat Dorler 1992–1994 Andy Berks Joseph DiSalvo Nancy Lambert Pat Dorler 1994–1996 Suzanne Elsoffer Vicky Veach Elyse Robinson Pat Dorler 1996–1998 Vicky Veach Sandra Unger Joan Rogers Pat Dorler

Alexandria VA 1998–2000 Sandra Unger Steve Reynolds Karen Wehner Elaine Campbell n 2000–2002 Lucy Akers Ford Khorsandian Sandy Smith Suzanne Robins 2002–2004 Lucy Akers Elyse Turner Sandy Smith Suzanne Robins 2004–2006 Elyse Turner Suzanne Robins Anne Marie Clark Ken Koubek 2006–2008 Suzanne Robins Heidi Stone Ginger DeMille Ken Koubek 2008–2010 Cynthia Barcelon Yang Doreen Alberts Denise Fobare-DePonio Ken Koubek Annual Meeting Annual

n 2010-2012 Anthony Trippe Denise Fobare-DePonio Jim Brown Ken Koubek PIUG 2013 2013 PIUG

4 About PIUG

The Patent Information Users Group, Inc. (PIUG) – The International Society for Patent Information is a not-for- profit organization for individuals having a professional, scientific or technical interest in patent information. The mission of PIUG is to support, assist, improve and enhance the success of patent information professionals through leadership, education, communication, advocacy and networking. Through this international forum and discussion, we also promote and improve the retrieval, analysis and dissemination of patent information.

The PIUG membership brochure offers concise information about PIUG and its many benefits for the patent information community.

PIUG has over 700 active members representing 27 countries including the United States. The largest concentration of members is from the USA, Europe and Japan. PIUG members are patent attorneys, patent agents, licensing professionals, patent information researchers, patent information vendors, and patent information and documentation experts from the U.S. and abroad.

We have nearly 300 patent information professionals who do patent searching for corporations, over 100 patent information consultants, over 80 patent information professionals who do patent searching for law firms, and about 20 searchers based in academic institutions. We are employed in performing patentability, freedom-to- practice, and validity patent searches for Fortune 500 / multinational companies, leading universities and major IP law firms. In recent years, PIUG members have also engaged in patent information analysis as a strategic innovation tool.

PIUG has an active Discussion Forum that is featured on the PIUG wiki, a global collaborative tool with with over 1800 subscribers worldwide and produce a newsletter twice a year. In addition, we have presence in professional and social networking channels, such as LinkedIn and Twitter. The PIUG newsletter contains members’ articles, salary survey results, search tips, meeting trip reports, and information on patent database vendor and producer developments. Get to know us and meet the PIUG Officers.

Brief History The Patent Information Users Group (PIUG) was established in 1988. The objective of the group was to create a forum to discuss issues and concerns relevant to the patent searcher community. PIUG promotes the importance of intellectual property, especially patent publications, and most specifically, the computerized patent databases. PIUG 2013 Since 1988, PIUG has worked with intellectual property database producers and vendors to maintain and to improve the quality of their product from the customer, or user, perspective. Please see the PIUG History page for

much more information about PIUG.. n Annual Meeting Annual Meeting Membership Information Membership is based on the calendar year. Renewals after October 1 are effective until December 31 of the following year. Effective January 1, 2012, the one-year membership fee is $75 (US) and includes the member benefits listed below. A discounted annual membership fee of $35 (US) is available for full-time students, full-time

retirees and those unemployed at the time of renewal. We also offer a discounted membership fee to individuals n from lower income, emerging countries (as defined by the World Bank). VA Alexandria

For a list of membership benefits please visit our website: www.piug.org

5 Thank you to these PIUG Volunteers!

2013 Program Committee

Program Co-Chairs – Ron Kaminecki and Andrea Davis

2013 Planning Committee

Planning Co-Chairs –Susanne Hantos and Jim Brown

Brian Stockdale Award Committee – Edlyn Simmons (Chair), Stephen Adams, Ken Koubek, Tony Trippe

Stu Kaback Business Impact Award Committee- Tony Trippe, Stephen Adams, Ken Koubek, Sandra Unger and Susanne Hantos

Evaluations- Zhifu Shu, Jim Brown

Gifts– Ken Koubek

Hospitality/First Time Attendee Welcome & Orientation- Suzanne Robins (Chair) and the Member Relations Committee

Meeting Book – Diane Webb, Alison Taylor

Photography – Sandra Unger, Yuri Mozolev

Presentations Logistics Coordinator - A.J. D’Ambra

Registration Liaison – Ken Koubek

Signage- Zhifu Shu Alexandria VA n Sponsorship & Exhibits – Jane Thompson (Chair), Denise Fobare-Deponio, Cynthia Barcelon-Yang

Webpages – Tom Wolff (Webmaster)

Workshops – Martha Yates Annual Meeting Annual n PIUG 2013 2013 PIUG

6 Monday Morning 8:55 – 10:00 am | Keynote Session | Chair: Susanne Hantos

8:45 – 8:55am 2013 Brian Stockdale Memorial Award presented by Edlyn Simmons, Simmons Patent Information Service

This award is dedicated to the memory of Dr. Brian Stockdale who travelled extensively throughout the world imparting his knowledge of patent searching.

Brian’s career encompassed positions with Derwent, SmithKline Beecham, and Technology and Patent Research International. As Brian was so well known internationally and trained many patent information professionals, his work was highly regarded. Brian always relished each new search as a challenge and loved working with the people in this industry.

Brian is dearly remembered by his friends and colleagues most of all for his dry wit, keen intellect, and ease of meeting people and socializing wherever he went. As one of the world’s most talented patent information search professionals, he is sorely missed. This is our tribute to his personal dedication in training colleagues, particularly those new to the field of chemical patent searching.

The award covers membership in PIUG for the current year, conference registration, and standard travel expenses up to an amount not exceeding $2000, to assist the award recipient in attending the PIUG Annual Conference, an International Conference for Patent Information Professionals.

This award is generously underwritten by Thomson Reuters, Technology & Patent Research International and PIUG.

Recipient Affiliation Year PIUG 2013 Svetlana Korolev University of Wisconsin, Milwaukee 2002 Victoria Bramfitt Avantium Technologies 2003

n

Eric Giannella Stanford University 2004 Annual Meeting Antoine Blanchard Paris-Grignon National Institute for Agronomy 2005 Meredith Saba Indiana University 2006 Martin Wallace Raymond H. Fogler Library, University of Maine 2007 Julia Parker Biosearch Sleuth Services 2008

Eulàlia Pinyol Ollé Laboratorios Almirall 2009 n Alexandria VA Alexandria Kevin Manning Ticona (now at Arkema Inc.) 2010 Julia Heinrich Sanofi-Aventis 2011 Jody Hoesly University Of Wisconsin-Madison 2012

7 Monday Morning 8:55 – 10:00 am | Keynote Session | Chair: Susanne Hantos

9:00 – 10:00 am Keynote presentation – The USPTO: Transformation and Engagement Teresa Stanek Rea, Acting Under Secretary of Commerce for Intellectual Property and Acting Director of the USPTO

Abstract

As the United States Patent and Trademark Office (USPTO) implements the America Invents Act (AIA) and establishes satellite offices nationwide, the agency remains actively engaged with its user community. This presentation will discuss what the AIA means for inventors and practitioners, while providing an overview of ongoing USPTO operations and initiatives. Topics will include recently implemented provisions, latest application and examination numbers, and special projects.

Biography

As Acting Under Secretary of Commerce for Intellectual Property and Acting Director of the United States Patent and Trademark Office, Teresa Stanek Rea provides leadership and oversight to one of the largest intellectual property offices in the world. She has served as Deputy Under Secretary and Deputy Director since March 2011, and she became Acting Under Secretary and Acting Director in February 2013. She currently performs the duties of both positions. A recognized expert in intellectual property law with more than 25 years of experience, Ms. Rea serves as a principal advisor to the Secretary of Commerce on both domestic and international intellectual property matters. Ms. Rea provides leadership and oversight of the day-to-day management of the policy, budget, and operations of an agency with over 11,000 employees. She also promotes innovation domestically and drives international harmonization efforts, in support of the administration’s top economic priorities to increase economic growth.

Ms. Rea is a past president of the American Intellectual Property Law Association (known as AIPLA), a past president of the National Inventors Hall of Fame, and has served in leadership roles for a variety of technical and legal associations. Ms. Rea has spoken and published frequently on patent topics including biotechnology, nanotechnology, licensing, technology transfer, patent practice, and export control. Before joining the USPTO, Ms. Rea was a partner in Crowell and Moring LLP’s Washington, D.C., office where she focused on intellectual property and dispute resolution related to pharmaceutical, biotechnology, and other life science issues. Ms. Rea worked

Alexandria VA for Ethyl Corporation from 1980 through 1984 and for patent boutique firm Burns, Doane, Swecker and Mathis in n Alexandria, Va.

A native of Michigan, Ms. Rea earned a Juris Doctor degree from Wayne State University and a Bachelor of Science degree in pharmacy from the University of Michigan. She also maintains an active pharmacy license. Annual Meeting Annual n PIUG 2013 2013 PIUG

8 Monday AM Speakers

Keynote presentation – The USPTO: Transformation and Engagement Teresa Stanek Rea, Acting Under Secretary of Commerce for Intellectual Property and Acting Director of the USPTO PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

9 Monday Morning 10:40am - 12:30pm | Case Studies in Patent Informatics | Chair: Martha Yates

10:40 – 11:15 am Case Study: Using Multiple Online and Single Country Legal Status Databases to Resolve Licensing Fee Issues Carol E. Bachmann, 3M

Abstract

In the past, a legal status search meant searching Inpadoc on an online host such as Dialog or STN. Although Inpadoc covered publications for a large number of countries, it didn’t show all of a country’s publications, only a portion of these had any legal status information and, of those that did, it often did not list the current status of a granted patent. As information professionals we could only send the information to the client, explain what was there, give the caveats of what was missing, and direct them to contact the specific patent offices for the definitive answer.

Since the proliferation of internet hosted patent information, many of those online providers have enhanced the Inpadoc/DOCDB legal status database with their own data. At the same time, patent offices around the world are allowing increased public access to their legal status information. The results of these changes is that we’re able to provide a more complete assessment of the status of patent family members allowing us to answer more complicated questions.

Recently I used various legal status databases to address the question of licensing fees paid to a patent licensor. Accurate and up-to-date information was needed to determine patents in force. The patent family in question contained over 100 members, which included several EP simple patent families. I used Inpadoc, EP Register, Orbit and much single country legal status databases to determine which family members were still in force in order to calculate licensing fees.

The resulting map of patents in force allowed my client to re-negotiate substantially more advantageous licensing fees.

Biography

Carol Bachmann is an Advanced Patent Information Specialist with 3M’s Information Research & Solutions department in St. Paul, MN. In this position she is responsible for providing in-depth intellectual property information searches and patent current awareness to 3M’s researchers and IP attorneys. Carol is a member

Alexandria VA of PIUG, the IPO Patent Search committee and the editorial advisory board for the Elsevier journal “World n Patent Information”. She is published in the Journal of Chemistry and Computational Science and World Patent Information. Carol received a B.S. in Chemical Engineering from Iowa State University. She joined 3M in 1985 as a product development researcher working on film extrusion and nonwoven thermal insulations. As a result of this work she is an inventor on four patents. She has worked in patent information since 1995, receiving a patent on her work on patent databases. Annual Meeting Annual n PIUG 2013 2013 PIUG

10 Monday AM Speakers

Case Study: Using Multiple Online and Single Country Legal Status Databases to Resolve Licensing Fee Issues Carol E. Bachmann, 3M PIUG 2013

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11 Monday Morning 10:40am - 12:30pm | Case Studies in Patent Informatics | Chair: Martha Yates

11:15 – 11:50am Patent Informatics in a Filter Bubble Age Kristine Atkinson, A-A Patent Investigations

Abstract

We think when we search a database with modern tools that we have unprecedented power to find information for our arcane uses. Some of that power may come at a price, and we may be making assumptions of data integrity and completeness that lack foundation. We will explore negative filtration and positive expansion of content in a data corpus via such procedures as indexing, local shared objects (flash cookies) and machine translation. Tracing an invention from the idea through the legal patent to the search results list, the impact of information coding and intuitive data management on our findings comes alive as we struggle with page rank, privacy, parasitic code, program obsolescence and regulatory parameters. We’ll consider surprises from unfiltered retrieval and directed information management, and consequences of ever-changing IT technology on patent searching.

Biography

An early adopter and beta tester of many hardware and software innovations in electronic data retrieval, Kristine Atkinson’s doctoral thesis in genetics was a treatise on genetic speciation driven by continental drift and host/ parasite coevolution. She also holds an M.S. degree in cell biology, a bachelor’s in foreign languages, and has enjoyed postings as a protein chemistry laboratory director, electron microscopist, biomanufacturing trainer, business analyst, medical editor, medical device and vaccine inventor, and discovery paralegal. She is a registered U.S. patent agent specializing in patentability, freedom-to-operate and medical device technology landscape searches. She cochaired the Training Working Group of the PIUG Education task force from 2008 to 2012, and was a trainer for the WIPO patent search session held in Zambia in July 2012. Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

12 Monday AM Speakers

Patent Informatics in a Filter Bubble Age Kristine Atkinson, A-A Patent Investigations PIUG 2013

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13 Monday Morning 10:40am - 12:30pm | Case Studies in Patent Informatics | Chair: Martha Yates

11:50 am – 12:20 am Into the Future Together: The Challenges for Providers and Users of Patent Information in Today’s Fast-moving World and How to Meet Them Cynthia Murphy, Thomson Reuters

Abstract

As PIUG celebrates its 25th Anniversary, so this year sees also the 50th Anniversary of DWPI. The patent landscape has changed immeasurably in that time. From dusty pieces of paper locked away in library vaults, today patents and associated IP rights represent multi –billion dollar business opportunities and risks.

Supporting the decisions and assessments behind those business opportunities and risks requires the best tools and intelligence possible. In today’s environment, what are the challenges of scaling the ever-increasing global information mountain? How do we as information providers continue to create solutions into the future to help patent information users achieve the summit and exploit the uninterrupted view?

This presentation will review the process of driving innovation and creating maximum value from ideas across the IP lifecycle. We will discuss the requirements of the IP researcher for aggregated, normalised, standardised and corrected information. You will learn about how value-add information providers create intellectually enhanced information and tools that help you successfully harness the innovation of your organization and realize its full value now and into the future.

Biography

Cynthia Murphy is Senior Vice President and General Manager for Thomson Reuters IP Solutions. She is responsible for overall management of the Innovation & Asset Management business, including commercial strategy and operations. Cynthia is a more than 20 year veteran of Thomson Reuters in a variety of roles of increasing responsibility. Prior to joining IP Solutions, she was Senior Vice President, Strategic Marketing for Dialog, responsible for world-wide planning and implementation of product development, marketing, communications and customer service programs. Previously, Cynthia served as Commercial Director at Sweet & Maxwell, where she was accountable for all aspects of the launch and the subsequent commercial success of Westlaw UK; and she held several positions at West in the sales organization. Cynthia started her professional career as a law librarian in Boston. She is a graduate of the University of Maine and holds a Master’s degree in Alexandria VA

n library and information sciences from Simmons College. Annual Meeting Annual n PIUG 2013 2013 PIUG

14 Monday AM Speakers

Into the Future Together: The Challenges for Providers and Users of Patent Information Cynthia Murphy, Thomson Reuters PIUG 2013

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15 Monday Afternoon 1:45 – 3:10 pm | The Future of Communications in Patents | Chair: Jim Brown

1:45 – 2:20 pm overcoming the language barrier – The EPO’s Patent Translate service Richard Flammer, EPO

Abstract

Reducing the cost of protecting inventions and removing the language barrier that has impeded access to information on the state-of-the-art are the main goals of the EPO’s machine translation programme, developed in partnership with Google. For patent information from Asian countries, and also in multilingual Europe, the language barrier used to cause many difficulties for patent searchers.

Patent Translate now makes it easy for English speakers worldwide to access full-text documentation from many EPO member states as well as the large and rapidly increasing volume of Chinese-language patent documents. More languages and features are about to be added and will change the way we look at patent information from some rapidly developing regions of the world.

Biography

1992: Law degree from Vienna University

1994: Austrian Patent Office, Member of legal department, Member of appeal and nullity department

2000: Austrian Patent Office, Deputy head of international trademark department

2003: Austrian Patent Office, Head of department for international relations

2004: Austrian Patent Office, Vice president

2008: European Patent Office, Principal Director Patent Information

2010: European Patent Office, Principal Director Patent Information and European Co-operation

2011: European Patent Office, Principal Director Patent Information and European Patent Academy Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

16 Monday PM Speakers

Overcoming the language barrier – The EPO’s Patent Translate service Richard Flammer, EPO PIUG 2013

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17 Monday Afternoon 1:45 – 3:10 pm | The Future of Communications in Patents | Chair: Jim Brown

2:20 – 2:55 pm Understanding Machine Translation and the Challenge of Patents John Tinsley, IP Translator

Abstract

The need for on-demand machine translation of patent documentation is ever increasing, yet many users feel that the existing technology does not adequately meet their requirements. While machine translation quality is not perfect, it is a maturing technology that has some very real practical applications within the patent community. In order to better understand the capabilities (and limitations) of machine translation, it would be useful to know exactly how this technology works. In this talk we will provide such an insight into the technology behind machine translation. We will present some of the basic concepts of translation automation and describe how it has evolved over time. We will also discuss the current state-of-the-art in machine translation, what some of the more recent advances have been, and what the R&D roadmap for the future looks like. Following on from this exposition, we will use this background information to discuss the unique challenge of patent translation and the difficulties it presents to machine translation system developers. Finally, we will talk briefly on the evaluation of machine translation systems and the need for task-based extrinsic evaluations to ensure that they are actually fit for purpose. It is intended that this talk will provide patent information specialists with a better understanding of how the technology works and, consequently, provide some explanation of the results they see. This will help to explain phenomena such as why translation quality varies between languages, text types/domains, and competing systems, as well as how they can make the most of the machine translation as it exists for their particular needs.

Biography

John Tinsley (Ph.D., Computing) founded IPTranslator as a high-tech spin-out from Dublin City University in Ireland where he previously lead a European Union-supported project, PLuTO, which focused on developing state-of-the-art solutions for patent translation. Prior to this, Dr. Tinsley worked as a Commercial Development Engineer and a postdoctoral researcher at the Centre for Next Generation Localisation. He received his Ph.D. in Computing (Machine Translation) from DCU in 2009. Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

18 Monday PM Speakers

Understanding Machine Translation and the Challenge of Patents John Tinsley, IP Translator PIUG 2013

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19 Monday Afternoon 3:40 – 5:00 pm | Case Studies in Patent Analysis | Chair: Richard Williams

3:40 – 4:15 pm Debabelizing the Portfolio: Embedding Patent Analysis in Your Patent Portfolio Processes Mark Stignani, Schwegman, Lundberg & Woessner, P.A.

Abstract

One of the hardest tasks in understanding patents is finding a common language for non-patent professionals to understand patents across portfolios and the inherent value contained in their claims. Once this language is found, then business, finance and technical disciplines can discuss a patent or portfolio in its lifecycle on an even footing with the patent professionals. This presentation will cover some of the emerging tools and best practice available to the patent research and analysis community to level the patent playing field for your company in the areas of:

• Claim abstraction and portfolio mapping • Estimating Coverage • Detecting white space • Detecting patent and application overlap • Design around • Enabling quality disclosures • Pre-FTO landscaping • Developing prosecution efficiency metrics • Increasing patent portfolio yield • Portfolio Culling

Biography

Mark Stignani is a registered patent attorney and serves as Of Counsel at Schwegman, Lundberg & Woessner, P.A. Mark has patent experience in various technology areas, including software, information systems, mobile devices, computer hardware and design, telecommunications, and mechanical. His practice includes prosecution, reexamination, patent and portfolio analysis, freedom to operate, patent strategy and planning and strategic counseling. Prior to joining SLW, Mark served as an Assistant General Counsel for Thomson Reuters for over ten years. While at Thomson Reuters, Mark’s responsibilities included the harvesting and protection of intellectual property associated with software and high value content as well as providing primary intellectual property Alexandria VA

n legal support for business development, contracts, editorial, technology area in the legal, healthcare, and financial services information market groups. As an integrated team member, Mark also served on various executive committees that drove investment in acquisitions, emerging business development and new product development across a multiple set of marketplaces. Mark received his Juris Doctorate from William Mitchell College of Law while working for Alliant Techsystems. He had previously done post graduate work in robotics and

Annual Meeting Annual control systems at the University of Minnesota and National Technological University while working at Honeywell, n Inc. PIUG 2013 2013 PIUG

20 Monday PM Speakers

Debabelizing the Portfolio: Embedding Patent Analysis in Your Patent Portfolio Processes Mark Stignani, Schwegman, Lundberg & Woessner, P.A. PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

21 Monday Afternoon 3:40 – 5:00 pm | Case Studies in Patent Analysis | Chair: Richard Williams

4:15 – 4:50 pm Updating our Patent Search and Analysis Tools: a Multi-year, Cross-divisional Endeavor at Corning Incorporated David Weber, Corning Incorporated

Abstract

Corning Incorporated invests heavily in research and development to create intellectual property that sustains the company’s global leadership position in specialty glass, glass- ceramics, and materials. Recently, Corning has updated patent search and analysis tools to better enable IP creation and protection. Here we present the process used in a company-wide initiative to identify, evaluate, select, and recommend new patent search and analysis tools.

Biography

David Weber has been an Information Specialist at Corning Incorporated since 2010. He supports projects, businesses, and attorneys by providing patent and literature search and analysis expertise. Previously, David was a Senior Development Scientist within the Life Sciences Division of Corning Incorporated from 2006 to 2010. He is an inventor on 3 US granted patents and 4 pending US applications. Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

22 Monday PM Speakers

Updating our Patent Search and Analysis Tools: a Multi-year, Cross-divisional Endeavor at Corning David Weber, Corning Incorporated PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

23 The Stu Kaback Business Impact Award

As the PIUG’s mission is to “support, assist, improve and enhance the success of patent information professionals”, it follows that one of the most important functions the PIUG should serve is to highlight the importance of patent information professionals to their respective organizations and to take a more active role in promoting and encouraging the growth of our profession.

In order to promote the profession and its practitioners, the PIUG Board of Directors is pleased to announce that a new annual award has been established by the PIUG, Inc. in Honorable Memory of Dr. Stuart Kaback for his many outstanding accomplishments during his stellar 42 year career at ExxonMobil. As an internationally recognized expert in patent information, a multi-award winner and a prolific writer who inspired an entire generation of patent information professionals, Stu was a deeply respected and greatly loved “force of nature”. Stu’s unparalleled technical expertise in patent information and a diverse range of chemical and petroleum related technologies provided invaluable support to both R&D initiatives and in the protection of ExxonMobil’s intellectual property assets. Stu’s accomplishments demonstrate how a patent information professional can be critical to the success of a business.

The purpose of the Stu Kaback Business Impact Award is to recognize the achievements of an individual or a team of individuals who, in performing as patent information professionals, have made a distinct impact on an organization such as, but not limited to, a corporation, university, government agency, a non-government organization or a non-profit organization. A patent information professional for the purpose of this award is a person who searches, analyzes, organizes or disseminates patent information or designs patent information retrieval systems.

The PIUG Board is pleased to be awarding the inaugural Stu Kaback Business Impact Award at the PIUG 25th Anniversary Gala and Awards Dinner on April 27, 2013. Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

24 • PIUG born; organizational meeting following IFI meeting 1988 PIUG History • First discussion list on Dialmail • First annual one-day business meeting 1989 • First newsletter & Milestones 1992 • First Northeast (regional) meeting • Technical sessions at one-day annual meeting 1995 • Thomson Derwent hosts internet discussion list

1996 • CAS hosts PIUG website

• First multi-day annual conference focusing on technical topics 1998 • PIUG Service Awards • 500th subscriber to discussion list

1999 • PIUG Incorporated, leading to Board of Directors

• First West Coast meeting 2000 • Membership over 400 2001-2002 • First non-US based volunteers (Chair, Director, Webmaster)

• Online credit card payments accepted (through PayPal) 2002 • Over 1400 discussion list subscribers • First annual Brian Stockdale Memorial Award recipient

• Record attendance of 320 at annual conference 2003 • Individual membership exceeded 600 by year end. 2004 • Meeting planner hired for annual conference (2005)

• PIUG Trademark registered in U.S. 2005 • Improved online credit card payments (with Merchant Accounts) • Online membership management (with 123Signup)

2006 • Implemented new discussion list with Listbox 2007 • First Boston Biotech Meeting

• 20th Anniversary • Record attendance of 400 at annual conference • Strategic Planning Committee established 2008 • First five year strategic plan for PIUG unveiled • CEPIUG and PIUG Memorandum of Understanding signed • PIUG Wiki implemented

• PIUG Wiki Discussion Forum replaced the discussion list • PIUG Association Manager hired, outcome of Executive Secretary Task Force • Certification, Training, Mentoring Working Groups- formed by PIUG Education & Training 2009 Task Force (PETT)

• International Certification Scheme proposed by Certification Working Group PIUG 2013 • Patent Analytics Working Group established • Outreach and Collaboration with Patent Documentation Group (PDG)

• Bylaws Amendment to Single Membership Category

• Partnership with WIPO on worldwide patent information training began n 2010 • PIUG Fundamentals of Patent Information Course initiated Annual Meeting • PIUG Wiki registrants surpass 1330 • Chinese subchapter is initiated

• PIUG receives an entry in Wikipedia • Quarterly Executive Meeting with CEPIUG established • PIUG begins partnerships with AIIP, LES, IRF and AALL 2011 • Mock Certification Exams held in conjunction with 2011 NE conference • PIUG partners with USPTO, EPO and CEPIUG to support the start of the CPC project n Alexandria VA Alexandria • PIUG Newsletter goes digital.

• First Australian elected as PIUG Chair 2012 • First PIUG Marketing Brochure available in English and Mandarin • Improved online membership management, member directory and website platform.

2013 • 25th Anniversary

25 Tuesday Morning 8:10 – 9:45 am | Chemical Patent Information | Chair: A.J. D’Ambra

8:20 – 8:55 am Historical Impact of Major Patent Authorities on Chemical Information in CAS REGISTRY and CAplus – A 20-Year Examination Matt McBride, Science IP

Abstract

Chemical information professionals rely on a variety of commercial databases containing disclosed substances for IP-related searching, The CAS REGISTRY system plays a key role in comprehensive retrieval of both patent and non-patent chemical literature through the CAplus database, as well as other disclosures in reactions and chemical catalogs. Recent reports on the growth of patents from emerging markets, particularly China, have resulted in a strong interest in timeliness and indexing of foreign language patents. However the impact of major patenting authorities on substance disclosures and registrations has not been widely reported.

This review focuses on providing a unique historical perspective on the CAS Registry System and CAplus, providing insight into the substance disclosures by authority, the technology areas of chemical patent research, and trends facing the future of chemical information retrieval.

Biography

Matt McBride is the manager of Science IP, the professional search service of Chemical Abstracts Service (CAS). CAS, the world’s authority for chemical information, is a division of the American Chemical Society. Prior to joining Science IP in 2010, Matt worked at CAS as a Senior Applications Specialist for six years. In that role he was responsible for customer training on STN and SciFinder. Before CAS, Matt was an independent information consultant, a consultant at Thomson Dialog and a fungicide scientist at . Matt has an MSc in Plant Pathology and a BSc in Molecular Biology. Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

26 Tuesday AM Speakers

Historical Impact of Major Patent Authorities on Chemical Information in CAS REGISTRY and CAplus Matt McBride, Science IP PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

27 Tuesday Morning 8:10 – 9:45 am | Chemical Patent Information | Chair: A.J. D’Ambra

8:55 – 9:30 am Understanding And Locating Extended Patent Terms For Pharmaceuticals Natalie Pilote, Novartis

Abstract

Patent protection is of utmost importance to pharmaceutical companies to offset R&D and regulatory approval costs of new drugs, and to delay the loss of market share due to generic entry. In addition to general patent legislation, many countries have introduced measures to compensate patent owners for delays occurring between the filing of a pharmaceutical patent and the grant of the marketing authorization, and to ensure a critical balance between innovation and generic competition. Understanding and locating market and regulatory exclusivity information is crucial for patent searchers but can prove quite challenging. We will attempt to summarize the different legislations used to expand the intellectual property rights beyond 20 years and most importantly, how and where to locate this type of information in databases we consider being the industry standard.

Biography

Natalie Pilote is an IP Information Analyst working for Novartis in Basel, Switzerland. She supports attorneys by identifying and analyzing the prior art necessary to establish patentability, freedom to operate, and detect infringement of IP rights. Prior to joining Novartis, Natalie held several positions as an information professional, namely at Wyeth (Pearl River, New York), Duracell (Bethel, Connecticut) and Biochem Pharma (Quebec, Canada). Natalie has almost 20 years of active involvement in the pharmaceutical industry and has accumulated a diverse work experience in chemical and patent searching.

Natalie received her Master’s in Chemistry from University of Montreal (Quebec, Canada) and her Masters in Library and Information Science from Southern Connecticut State University (New Haven, Connecticut, USA). Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

28 Tuesday AM Speakers

Understanding And Locating Extended Patent Terms For Pharmaceuticals Natalie Pilote, Novartis PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

29 Tuesday Morning 10:15 – 12:15 pm | Case Studies in Chemical/Biological Patents | Chair: Lucy Akers

10:15 – 10:50 am global Pharmaceutical Innovation: Using Patents to Track the Past and Predict the Future Yali Friedman, ThinkBiotech

Abstract

Globalization has changed many industries, impacting employment in developed nations, increasing prosperity and influence of emerging economies, and – importantly – influencing the nature of products which are developed. For pharmaceuticals a shift in innovation has the potential to reach beyond simple economic effects to public health and national security. For example, a shift in innovation to emerging economies could result in increased development of drugs serving the needs of these economies and a decrease in the number of drugs serving Western diseases. By looking at locations of patent inventors and patent filings it is possible to observe trends in pharmaceutical globalization and to prepare for the changes they may bring. The first part of this study, an examination of the countries of residence of drug patent inventors from 2000 through the present elucidates trends in globalization of pharmaceutical innovation. The findings of this study have implications for future innovation directions, as increased innovation in emerging economies may result in more products being developed to suit their domestic needs. The second part of this study looks forward and examines trends in global drug patent filings. Because the suite of international patents must be filed within a short period from initial filing, the process of selecting countries in which to seek patent protection represents the patent applicant’s sentiments regarding the future market potential in a given country. Accordingly, the forward-looking patent protection trends complement the historical trends in projecting the future of pharmaceutical globalization.

Biography

Yali Friedman, Ph.D., is founder of thinkBiotech and chief editor and publisher of the Journal of Commercial Biotechnology. His book, Building Biotechnology, is used as a course text in dozens of biotechnology programs. His other books include Best Practices in Biotechnology Education and Best Practices in Biotechnology Business Development. He is also a member of the board of directors of AmericasHealth, serves on the science advisory board of Chakra Biotech, is an associate of the World Technology Network, and also serves as a judge for the Biotech Humanitarian Award and the Maryland Incubator Company of the Year Award. Dr. Friedman has strong exposure to leading issues in international biotechnology. He is lead editorial consultant for Scientific American’s worldVIEW, a global biotechnology perspective profiling biotechnology industries and innovation capacity in

Alexandria VA dozens of countries, and has been invited to participate in biotechnology industry development forums for n international groups such as APEC and for individual countries such as Japan, Canada, Germany, the Philippines, and Turkey.

Dr. Friedman teaches biotechnology management at the National Institutes of Health and regularly guest-lectures for other biotechnology education programs. He writes and speaks on diverse topics such as biotechnology

Annual Meeting Annual entrepreneurship, strategies to cope with a lack of management talent and capital when developing companies n outside of established hubs, and new paradigms in technology-based economic development. Dr. Friedman has a long history in biotechnology media. He created the first blog on the business of biotechnology for a NY Times company, which was named to Forbes “Best of the Web” list. His other projects include the Student Guide to DNA

PIUG 2013 2013 PIUG Based Computers, sponsored by FUJI Television, BiotechBlog.com, and DrugPatentWatch.com, a pharmaceutical industry competitive intelligence service based on a business plan that was awarded second place in the Panasci 30 Entrepreneurial Awards Competition. Tuesday AM Speakers

Global Pharmaceutical Innovation: Using Patents to Track the Past and Predict the Future Yali Friedman, ThinkBiotech PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

31 Tuesday Morning 10:15 – 12:15 pm | Case Studies in Chemical/Biological Patents | Chair: Lucy Akers

10:50 – 11:25 am leverage Text Analytics Tool in Patent Analysis to Empower Business Decisions – A Patent Landscape Project Using I2E for Kinase Assay Technology Platform Analysis Yun Yun Yang, Bristol-Myers Squibb

Abstract

It has becoming increasingly important in analyzing the wealth of knowledge hidden in full text patents to provide competitive patent landscape to aid the drug discovery. However, the tools that are used for such analysis are very limited. The presentation is focused on a novel approach using Linguamatics I2E text mining tool in combination with Spotfire Visualization to extract, analyze, and deliver the assay technology platform trending information in kinase selectivity screening to support fast and effective business decision-making.

Biography

Yun Yun Yang is currently a Senior Patent Analyst in the Information & Patent Analysis group at Bristol-Myers Squibb (BMS). Yun Yun received her PhD degree in Organic Chemistry from Beijing Normal University and conducted her postdoctoral training in the School of Medicine, University of Pennsylvania. Yun Yun worked as chemistry editor at the Institute for Scientific Information (ISI, currently Thompson Reuters) and as senior information scientist at DuPont and DuPont Pharmaceutical (acquired by BMS in 2000). In addition to her operational function as senior patent analyst responsible for providing legally significantly patent analyses, Yun Yun also works extensively in full text patent mining using automated text analytics tools. Yun Yun has been actively involved in Patent Information Users Group (PIUG) and contributed many volunteering hours to PIUG community. Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

32 Tuesday AM Speakers

A Patent Landscape Project Using I2E for Kinase Assay Technology Platform Analysis Yun Yun Yang, Bristol-Myers Squibb PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

33 Tuesday Morning 10:15 – 12:15 pm | Case Studies in Chemical/Biological Patents | Chair: Lucy Akers

11:25 am – 12:00 pm Duck Season. Rabbit Season. Chemistry Search. Biology Search. Kim Miller, Novartis

Abstract

Much like the famous cartoon, the debate between chemical searchers and sequence searchers is growing. The appearance of “non-natural” or “uncommon” amino acids and modified peptides, for example, has given rise to the questions: Is it a structure? Is it a sequence? Could it be both? The line between non-text chemistry and biology searching has become blurred in recent years. This presentation will help to clarify the line and present guidance when beginning a search. Consider the size of the molecule, how many amino acids are present, of those, how many are glycine, in order to best cover all bases and create a more comprehensive search report.

Biography

Kim Miller has a degree in chemistry from Western New England University. She began her chemistry searching career in 1997 and has been a patent analyst with Novartis since 2007. She has performed numerous patentability, FTO and (in)validity searches for patent attorneys and research scientists as well as lead project teams. In addition to these duties, Kim is currently involved in development and presentation of patent information classes for chemical scientist and leads the interdivisional Chemistry Discussion Group at Novartis. Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

34 Tuesday AM Speakers

Duck Season. Rabbit Season. Chemistry Search. Biology Search. Kim Miller, Novartis PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

35 Tuesday Afternoon 1:30 – 2:50 pm | Specialized Patent Information | Chair: Kristin Whitman

1:30 – 2:05 pm Applications of Data Cleaning in Patent Analytics Matthew Luby, Landon IP

Abstract

Patent analysis projects are complex studies that answer IP business related questions. Due to the breadth and complexity of the questions answered by such studies, there is a naturally higher burden on the patent information professional to clean and organize the patent data in a way that leads to accurate visuals. It is impossible to be confident about the accuracy of any visuals generated from patent data without a careful inspection, manipulation, and standardization of the underlying dataset. In this talk, the speaker will share examples of the ways data cleaning can be applied to patent analysis projects to ensure quality results.

Biography

Matthew Luby has been the Director of Landon IP’s Patent Analysis Group for 5 years. Previously, he worked as an Examiner at the USPTO. His interests in the field include patent analysis studies such as patent landscape and patent portfolio studies to support R&D and Intellectual Asset Management divisions. Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

36 Tuesday PM Speakers

Applications of Data Cleaning in Patent Analytics Matthew Luby, Landon IP PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

37 Tuesday Afternoon 1:30 – 2:50 pm | Specialized Patent Information | Chair: Kristin Whitman

2:05 – 2:40 pm What to Look for When Using US Public PAIR Anthony Trippe, Patinformatics LLC

Abstract

PAIR (Patent Application Information Retrieval) is the US Patent and Trademark Office’s Registry system for sharing information on the prosecution of patent applications. The information contained in the system can be used to research patent documents to determine their value. In this presentation a tab by tab walk-through of the site will be provided. Specific sections and pieces of data provided on the site will be highlighted and their role in determining the potential value of a patent document will be explained. In addition a means for collecting, organizing and presenting a summary of Public PAIR data, provided by Google, will be discussed.

Biography

Anthony (Tony) Trippe is Managing Director of Patinformatics, LLC. Tony has been a patent information professional for more than eighteen years and has spent the last fifteen specializing in technical intelligence and patent analytics. He was Technical Intelligence Manager at P&G where he was responsible for evangelizing the use of patent analytics for business decision making at the company. Tony was Practice Director at Aurigin Systems where he traveled the world working with companies of all sizes use patent analytics for competitive advantage. While at Chemical Abstracts Service Tony was the principle architect behind the development of Analyze Plus, STN AnaVist and SubScape for SciFinder. As Director, IP Analytics at 3LP Advisors Tony developed methods for analyzing and validating individual patent documents and portfolios by measuring indicators associated with the examination of patents during prosecution. Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

38 Tuesday PM Speakers

What to Look for When Using US Public PAIR Anthony Trippe, Patinformatics LLC PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

39 Tuesday Afternoon 1:30 – 3:15 pm | Specialized Patent Information | Chair: Kristin Whitman

2:40 – 3:15 pm There’s a New U.S. Patent and Trademark Data Host in Town! Dave Abbott, Reed Technology and Information Services Inc.

Abstract

For several years the USPTO has worked with Google to provide public access to patent and trademark bulk data, information from Public PAIR, Maintenance info, Assignments, etc. That arrangement will end soon and those activities will transfer to Reed Technology and Information Services. Having served the USPTO for 43 years as their patent data capture contractor, Reed Tech now will use their intimate knowledge of patent data (and to a lesser degree their knowledge of trademark data) to provide the world with improved access to the vast repository, approximately 100 terabytes, of patent and trademark data located within the USPTO. Dave Abbott, Reed Tech VP - Government Solutions and a 34 year veteran in the patent information arena, will give the Who, What, When, Where and Why of the new patent and trademark data hosting service.

Biography

Dave Abbott has worked for Reed Technology and Information Services Inc. under consecutive contracts with the United States Patent and Trademark Office (USPTO) since August, 1979. All of these contracts focused on capturing for publication and dissemination of all granted patents including all applications published since March, 2001. This totals about 5 million grants and 3 million applications having varying degrees of complexity.

With a background in software development, Dave was responsible for the IT staff and led the implementation of advanced information capture solutions for use under these contracts. These include: introduction of personal computer technology (1981); large scale OCR (1983); clustered microcomputers (1984); local area networks (1987); Service Oriented Architecture (1988); capture of searchable chemistry (1994); SGML data encoding (1999); application publication & XML (2001); etc.

Most recently, Dave has been integral in the implemented process changes related to the America Invents Act (AIA) and Cooperative Patent Classification (CPC) in his role as the primary interface between Reed Tech and the USPTO. Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

40 Tuesday PM Speakers

There’s a New U.S. Patent and Trademark Data Host in Town! Dave Abbott, Reed Technology and Information Services Inc. PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

41 PIUG Service Award Recipients (1998–2006)

As a volunteer managed organization, PIUG recognizes the efforts of those who have made significant contributions.

Pat Dorler In Recognition of Pat’s 10 years of service to the PIUG as Treasurer from the founding of the June 1998 PIUG in 1988 through May 1998 Nancy Lambert In Recognition of Nancy’s 6 years of service to the PIUG as Secretary from the founding of June 1998 the PIUG in 1988 through May 1994 Barbara Burg In Recognition of Barbara’s 3 years of service to the PIUG organizing the PIUG NorthEast April 1999 Workshops in 1996, 1997 and 1998 Adrienne Shanler In Recognition of Adrienne’s 3 years of service to the PIUG organizing the PIUG NorthEast April 1999 Workshops in 1996, 1997 and 1998 Elyse Turner In Recognition of Elyse’s 12 years of service to the PIUG in championing & facilitating Elec- May 2000 tronic Communications (PIUG Bulletin Board, Electronic Communications Chair, PIUG Web Mistress) Bill Murray In Recognition of Bill’s 2 years of service to the PIUG as Email Sysop May 2000 Suzanne Elsoffer In Recognition of Suzanne’s 13 years of Service to the PIUG: Founding Member of PIUG in April 2001 1988, PIUG Chair 1994-1996, PIUG Newsletter Editor 1997-1999, PIUG Newsletter Advisor 2000-2001 Melissa Dicker In Recognition of Melissa’s Service to the PIUG: Organizing the 1st West Coast Workshop April 2001 (2000, San Francisco) Preliminary Planning and Site Selection for the 1st West Coast PIUG Annual Meeting (2002, San Francisco) Dr. Sandra S. Unger Special Recognition Award in appreciation of her superb leadership and countless contri- April 2001 butions above and beyond the call of duty, which have done so much to make the PlUG a preeminent force in the world of Patent Information. Elaine Campbell PIUG Treasurer and Membership Chair 1998 to 2000 April 2002 Tom Stanton In Recognition of Tom’s Service to the PIUG as Chairman of the PIUG Annual Conference May 2003 Registration and Associated Workshop Registrations, 2001 to 2003 Ruth Umfleet In Recognition of Ruth’s Service to the PIUG: Championing the Capture of PIUG Annual May 2003 Meetings on Videotape and Managing the Distribution of the Videotapes to PIUG Members, 2000 to 2003 Elvin Hoel In Recognition of Elvin’s Service to the PIUG: Managing of the PIUG Email Archives, Monitor- May 2003 ing Performance, and Troubleshooting Problems, 1998 to 2003

Tommy Ebe In Recognition of Tommy’s Service to PIUG in Maintaining and Updating PIUG’s Webpages May 2004 From 1996 to 2003 Ken Koubek In Recognition of Ken’s Service to PIUG as Membership Chairman During a Period of Ex- May 2004 traordinary Growth in our Membership from 2001 to 2004 Nancy Lambert In Recognition of Nancy’s Service to PIUG as Director and Producer of the IFFI Players 1999 May 2005 to 2005 Alexandria VA

n Rodney Cruise In Recognition of Rodney’s Service to PIUG as WebMaster Extraordinaire 2002 to 2005 May 2005 Lucy Akers In Recognition of Lucy’s Tireless Service to PIUG During a Time of Extraordinary Growth and May 2005 International Expansion as Chairperson Richard Kurt In Recognition of Richard’s Service to PIUG for Analyzing and Evaluating the PIUG Salary May 2006 Survey 1999, 2001, 2004; Chairing a Session at the PIUG Annual Meeting, 2006; Chairing the Derwent Committee 2003 – 2006

Annual Meeting Annual Marty Goffman In Recognition of Marty’s Service to PIUG for Chairing the PIUG NE workshop, 2005; Cham- May 2006 n pioning Membership Benefits; Chairing the PIUG email list Helen Yun In Recognition of Helen’s Service to PIUG for Co-Championing the Membership Directory May 2006 2003; Co-Chairing the Membership Labels Team 2003-2005

PIUG 2013 2013 PIUG Cynthia Yang In Recognition of Cynthia’s Service to PIUG for Co-Championing the Membership Directory May 2006 2003; Co-Chairing the Membership Labels Team 2003-2005

42 PIUG Service Award Recipients (2007–2012)

Doreen Alberts In Recognition of Doreen’s Service to PIUG as Annual Conference Sponsorship Committee May 2007 Chair 2005-2006; Strategic Planning Committee Chair 2006-2007 Kartar Arora In Recognition of Kartar’s Service to PIUG as Annual Conference Exhibits Committee Chair May 2007 2004-2006; Annual Conference Program Committee Co-Chair 2007 Ric Snead In Recognition of Ric’s Service to PIUG for Creating Web Pages for PIUG NE Workshop 2002- May 2007 2006 and PIUG Annual Conference 2003-2007 Stephen Adams “Special Recognition Award in Recognition of Tireless Service to PIUG May 2008 • Ten Years of Excellent Patent Searching Workshops • PIUG Board of Directors 2002 to 2006 • Voted Favorite Speaker Countless Times” Donna Cooper In Recognition of Donna’s Service to PIUG as Newsletter Editor from 2003 to 2004; Annual May 2008 Meeting Brochure Editor 2002 to 2008 Mark Hutcherson In Recognition of Mark’s Service to PIUG as Newsletter Editor Extraordinaire 2004 to 2008 May 2008 Denise Fobare-De- In Recognition of Denise’s Service to PIUG as Annual Conference Sponsorship Committee May 2009 ponio Member, 2005-2007; Annual Conference Sponsorship Committee Chair, 2008-2009 Qin Meng In Recognition of Qin’s Service to PIUG as PIUG Boston Biotechnology Meeting Founder and May 2009 Planning Committee Chair, 2007-2009 Tom Wolff In Recognition of Tom’s Service to PIUG as Webmaster, 2006-2009; Discussion List Mod- May 2009 erator, 2006-2008; Wikimaster, 2008-2009; Electronic Communications Committee Chair, 2008-2009 Robert Austin In Recognition of Rob’s Service to PIUG as Popular Workshop Presenter and Speaker at PIUG May 2010 Meetings Since 1999; Advisor for the First Boston Biotechnology Meeting, 2007; Boston Biotechnology Meeting Program Committee Member, 2007-2009 Terri Dockter In Recognition of Terri’s Service to PIUG as Annual Conference Program Committee May 2010 Member, 2000; Annual Conference Session Chair, 2002-2003; Annual Conference Program Committee Co-Chair, 2004-2006 Martha Yates In Recognition of Martha’s Service to PIUG as Annual Conference Gifts Committee Co-Chair, May 2010 2005-2007; Annual Conference Workshop Committee Chair, 2008-2010 Susanne Hantos In recognition of Susanne’s service to PIUG as Education and Training Task Force - Certifica- May 2011 tion Working Group Chair, 2008-2011 Kristine Atkinson In recognition of Kris’ service to PIUG as Education and Training Task Force - Training Work- May 2011

ing Group Co-Chair, 2008-2011 PIUG 2013 John Zabilski In recognition of John’s service to PIUG as Education and Training Task Force - Training May 2011 Working Group Co-Chair, 2008-2011 Zhifu Shu In recognition of Zhifu’s service to PIUG for his contributions to the PIUG Northeast Confer- May 2012

ence including as member of the Program Committee (2005 - 2007), Planning Committee n Co-chair (2008 - 2009) and Planning Committee Chair (2010 - 2011) Annual Meeting Jane Thompson In recognition of Jane’s service to PIUG for her contributions to the PIUG Annual Conference May 2012 including at the Registration Desk and participation in the Sponsorship Committee as a member (2008 - 2009), Co-chair (2010) and Chair (2011) Rick Williams In recognition of Rick’s service to PIUG for his contributions to the PIUG Biotech Meeting May 2012 Program Committee, by taking responsibility for web pages (2008 - 2012) and funding and

workshops (2012) and organizing of dinners for PIUG members in the Boston area. n Alexandria VA Alexandria

43 Wednesday Morning 8:10 – 10:00 am | The Cooperative Patent Classification | Chair: Kartar Arora

8:10 – 8:45 am Improving the Use of Patent Information – KIPO’s IP Information Services Hee-tae Kim, Korean Intellectual Property Office (KIPO)

Abstract

KIPO (Korean Intellectual Property Office) has been providing a variety of information services in order to improve the use of patent information. The main public services are KIPRIS and KIPRIS Plus.

KIPRIS (Korea Intellectual Property Rights Information Service), the most widely used intellectual property search service in Korea, recently went through a significant upgrade for even safer, faster and standardized services. Major improvements include an increased stability of the search system with reduced web vulnerability, faster search speed and better cross-browser compatibility by meeting web standards. KIPRIS continues to change to meet the increasing IP needs.

There’s another option. If you need some raw data available at KIPRIS, It’s KIPRIS Plus.

KIPRIS Plus is a web-based service which enables users to easily utilize components of IP data grouped by its function. KIPRIS Plus has provided Korean Patents, utility models, designs, trademarks, trial records, registrations, cited document information, KPA, and procedural data (event history).

Biography

Hee-tae Kim joined the Korean Intellectual Property Office (KIPO) in 1992 where he is now a director at the Information Planning Division.

He is responsible for KIPO to disseminate a variety of patent information to the public and establish policies to utilize patent information more efficiently.

He has a professional expertise regarding patent system through his working experience as a patent examiner, patent judge, and patent lawsuit executive. He has also cultivated a lot of knowledge of International Cooperation when he worked as a team manager of International Treaty and director of international organization. Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

44 Wednesday AM Speakers

Improving the Use of Patent Information - KIPO’s IP Information Services Hee-tae Kim, Korean Intellectual Property Office (KIPO) PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

45 Wednesday Morning 8:10 – 10:00 am | The Cooperative Patent Classification | Chair: Kartar Arora

8:45 – 10:00 am The CPC Browser in Espacenet and USPTO’s Experience Nigel Clarke, European Patent Office and Christopher Kim, USPTO

Abstract

The CPC has replaced ECLA at the EPO and USClass at the USPTO. Examiners in both offices have access to internal CPC systems for their work, but what of the general public? At the EPO, the decision was taken to locate the public CPC browser in Espacenet, and nowhere else.

The design of the CPC browser has been influenced by a number of considerations; the CPC scheme itself, the requirement to display CPC metadata (notices references etc) and useability requirements (in consultation with external users), whilst retaining familiar basic search principles.

The resultant user interface is thus highly informative, customisable and user friendly.

This presentation describes the development and current implementation of the CPC browser in Espacenet.

Biography

Dr. Nigel Clarke specialised in physical chemistry, (with mathematics and physics) as an undergraduate. His PhD was in neutron science, studying the dynamics of water at oxide surfaces. His postgraduate research was on the surface chemistry of carbon fibres. He joined the UK Scientific Civil Service and as Research Scientist, he worked on new laser based techniques for the analysis of solid materials. Later he became Project Leader for physical vapour deposition of refractory metals. He joined the European Patent Office in The Hague in 1991 as an Examiner, and then moved into IT project management. After that he moved to the EPO in Vienna where for 9 years he managed cooperation projects with the member states under the PATLIB programme. In 2002 he became the manager of the Espacenet service and simultaneously responsible for market research studies. In 2006 he became manager also of the European Patent Register service. During the last 12 months Nigel’s technical projects have included CPC, CCD and Machine Translation, He has wide experience of interfacing between research scientists and the intellectual property world. Lately he has been involved with the intellectual property aspects of the SLING EU Bioinformatics initiative, and graphene research and commercialisation, Nigel is a Member of the Royal Society of Chemistry, a Chartered Chemist, a Member of the Institute of Physics and a Chartered Physicist. He has been appointed Chartered Scientist by the UK Science Council. Alexandria VA

n Christopher Kim is currently the CPC Program Coordinator at the USPTO, where he is responsible for the implementation of CPC within USPTO. Christopher has over 15 years of experience working on international projects, including Trilateral and IP5 harmonization projects. He was involved in the reform of the IPC at the outset from 1999 to 2005, as well as the Trilateral Classification Working Group, and the IP5 WG1 Working Group on Classification. His areas of expertise include patent information, documentation, standards, data exchange and

Annual Meeting Annual classification. n PIUG 2013 2013 PIUG

46 Wednesday AM Speakers

The CPC Browser in Espacenet and USPTO’s Experience Nigel Clarke, European Patent Office and Christopher Kim, USPTO PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

47 Wednesday Morning 10:30 – 11:30 am | Applied Technology | Chair: Zhifu Shu

10:30 – 10:45 am summarizing Sequence Results by Patent Family John Willmore, BizInt Solutions, Inc.

Abstract

A successful sequence search can return a large number of hits for each family. Presenting this information in a meaningful way can be challenging. Using BizInt Smart Charts for Patents to create a report from a sample search from GenomeQuest, this talk identifies some of the difficult features of sequence reports. We then investigate ways to improve these reports, such as adding information from other family databases, and creating summaries of sequence results using BizInt Smart Charts Reference Rows.

Biography

John Willmore is co-founder of BizInt Solutions Inc., and manages the development of all aspects of the BizInt Solutions product line. John has a B.S. in Electrical Engineering from Rice University and over 20 years experience in software development. Outside of work, John plays ice hockey and enjoys training and competing with his longhaired dachshunds. Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

48 Wednesday AM Speakers

Summarizing Sequence Results by Patent Family John Willmore, Bizint Solutions, Inc. PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

49 Wednesday Morning 10:30 – 11:30 am | Applied Technology | Chair: Zhifu Shu

10:45 – 11:00 am PatBase: Adding Value And Preserving Quality In A Global Patent Database Elan Raday, Minesoft

Abstract

As the volume of patent data available from all corners of the globe increases, database providers are presented with the challenges of adding value to and maintaining the quality of vast collections of worldwide patent data.

PatBase – the global patent family database – is constantly growing, and currently covers 101 patent-issuing authorities with 23 full-text collections including Japan, Korea and Russia.

This talk gives you insight into some of the essential work that Minesoft and RWS Group carry out behind-the- scenes in PatBase to meet these challenges – from human quality checks of source data to a rolling machine translation and re-translation program.

Biography

Elan Raday joined Minesoft to strengthen the North American team and is based in New York. His legal background and experience provide an excellent framework to understand the needs of intellectual property professionals. Minesoft is a highly successful, privately owned UK company specialised in providing software solutions, searchable databases and competitive intelligence alerting and archiving systems in the field of patent information. Winning the prestigious Queen’s Award for outstanding and sustained growth in International Trade, Minesoft works internationally with some of the largest corporations in the world, developing customised solutions for in-house patent search and investigation teams. Elan is part of the team liaising closely with international corporate patent and R&D departments to develop bespoke solutions. Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

50 Wednesday AM Speakers

PatBase: Adding Value And Preserving Quality In A Global Patent Database Elan Raday, Minesoft PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

51 Wednesday Morning 10:30 – 11:30 am | Applied Technology | Chair: Zhifu Shu

11:00 – 11:15 am Applying Landscaping Tools to Determine Competitive Opportunities Miguel Iglesias and Joe Terlizzi, Questel

Abstract

There are now many new patent landscaping tools available. Once results are graphed, how does an organization interpret the results and draw conclusions? Should they invest in a technology, license, or go in another direction.

This presentation will use a “real life” example to show how landscaping tools can be successfully applied for patent research and decision making. Using Questel’s Orbit.Com analytics with a topical example, we will show how to determine the key players in a technology, the rate of investment that has already taken place, new scientific aspects and trends being explored, licensing opportunities, if there is litigation, and whether there is freedom to operate. New workflow management tools for archiving, classification, and collaboration of results will also be discussed.

Biographies

Miguel Iglesias started his career with Questel ten years ago as a Sales Executive based in Paris, France. Prior to that, after obtaining a Master’s Degree in Technical and Economical Translation from the Sorbonne University, Miguel worked as a technical translator specializing in patents. In 2008, Miguel relocated to the United States and was promoted Questel’s Sales Manager for the Americas, his current position.

Joe Terlizzi has been involved with chemical search and retrieval systems since 1975, when he joined the Central Abstracting and Indexing Service (CAIS) of the American Petroleum Institute. At CAIS, Joe worked until 1999 as an indexer, product manager, editor of the API Thesaurus, and chief trainer, and helped develop their machine- aided indexing system. Joe joined Questel in 2000 as an IP specialist and sales representative and became their head trainer for the Merged Markush Service. Joe holds a Bachelor of Science degree from Stevens Institute of Technology in Hoboken, NJ. Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

52 Wednesday AM Speakers

Applying Landscaping Tools to Determine Competitive Opportunities Miguel Iglesias and Joe Terlizzi, Questel PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

53 Wednesday Morning 10:30 – 11:30 am | Applied Technology | Chair: Zhifu Shu

11:15 – 11:30 am The New STN Platform: Revolutionizing Patent Searching for Professionals TJ Bowen, STN

Abstract

STN, the choice of patent experts, has been serving patent searchers and information professionals for more than 30 years as a precise IP search tool built on a powerful query language. STN partners, CAS and FIZ Karlsruhe, have released Version One of the new STN platform, the first major milestone in a multi-year initiative to create the next generation of STN. The new STN platform retains the core content, search precision and service that have defined STN while enhancing the search power, speed and functionality. The system is designed to meet the future challenges of growing data volumes and users’ increased need for analysis and efficiency. Version One of new STN demonstrates how new technologies are being used to enhance speed and optimize search power for STN’s unique blend of content. This presentation will use some “then and now” examples to show the impact these technologies are already making in Version One and discuss how they will enhance users IP search experience in the future.

Biography

T.J. Bowen is the Manager of STN Marketing and Product Development at CAS, a division of the American Chemical Society and the world’s authority for chemical information. He has worked for CAS on STN products and services for the past five years and has been a leader in the development effort of the new STN platform. T.J. holds a Ph.D. in Biomedical Sciences from the University of California, San Diego. Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

54 Wednesday AM Speakers

The New STN Platform: Revolutionizing Patent Searching for Professionals TJ Bowen, STN PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

55 Wednesday Afternoon 12:30 – 2:20 pm | The Dynamics of Patent Searching | Chair: Kimberly Miller

12:30 – 1:45 pm WIPO’s Patent Landscape Project and Patentscope Lutz Mailänder, WIPO and Iustin Diaconescu, WIPO

Abstract

WIPO’s patent landscape project aims at preparing patent landscape reports in collaboration with partner institutions, such as international or non-governmental organizations, on topics that are of particular interest for these partners. Each collaboration serves as a vehicle for these partners to familiarize themselves with the exploitation of patent information and other aspects of the patent system. Selected collaborations and the respective reports will be presented, such as a report on patents claiming inventions related to Ritonavir.

BiographIES

Lutz Mailänder, national of Germany, is head of WIPO’s Patent Information Section. As such he is in charge of which WIPO’s International Cooperation on Examination (ICE) which provides support for substantive examination to IPOs in developing countries, and WIPO’s Patent Information Service for developing countries (WPIS) which provides state of the art search reports to institutions and the private sector of developing countries, NGOs and IGOs. He coordinates WIPO’s activities related to patent landscape reports, and a study on availability and reliability of patent legal status information. Prior to this, he was the head of the International Patent Classification (IPC) section. Before joining WIPO, he worked for almost ten years as a patent examiner at the German IPO (DPMA), and spent almost two years as a visiting scientist at Cornell University, New York. He holds a PhD in solid state physics from the Ludwig-Maximilians Universität, Munich, and a certificate in Management of International Organisations of the University of Geneva (IOMBA).

Iustin Diaconescu is a software engineer working for WIPO in Geneva as the head of the Patent Database Section. He has been involved with document management and retrieval systems since 2000, he architectured and engineered complex web systems for several international organizations as WTO and WHO and since 2008 he has been actively involved in the design, implementation and management of PATENTSCOPE, which is the WIPO’s authoritative source of information on published PCT applications. Iustin holds a bachelor in Mathematics and he received his Master’s in Computers Science from the Ecole Polytechnique Federale de Lausanne, Switzerland. Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

56 Wednesday PM Speakers

WIPO’s Patent Landscape Project and Patentscope Lutz Mailänder, WIPO and Iustin Diaconescu, WIPO PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

57 Wednesday Afternoon 12:30 – 2:20 pm | The Dynamics of Patent Searching | Chair: Kimberly Miller

1:45 – 2:20 pm Patent Searching: A Game of Imperfect Information Dominic DeMarco, DeMarco IP

Abstract

Searching patents for novelty, clearance, freedom-to-operate, or validity purposes is a real-world example of an extensive game with imperfect information. In this talk, we will examine what this subset of game theory means and how it can shape significant aspects of our work. These aspects include recruiting and hiring of employees, training of patent information professionals, and development of search strategy. By utilizing knowledge developed within this academic space, we hope to improve our real world space.

Biography

Dominic DeMarco is the Managing Director of DeMarco Intellectual Property, LLC, a patent search firm focused on serving the needs of patent attorneys in the areas of prosecution, litigation, and product clearance. The firm currently employs six full-time professional patent researchers and performs searches across a full range of technologies with a focus on the engineering arts. As Managing Director, Dominic is responsible for all facets of company operation including training and work product.

Dominic was originally taught to search the infamous shoes at the USPTO’s Public Search Room during the 1990’s and was of the lucky generation able to transition their skills to the computerized systems used today by patent information professionals. He is a registered US patent agent (#49,015) with a degree in chemical engineering from the University of Virginia. Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

58 Wednesday PM Speakers

Patent Searching: A Game of Imperfect Information Dominic DeMarco, DeMarco IP PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

59 Wed Afternoon 2:50 – 4:35 pm | Legal Overview of Intellectual Property | Chair: Edlyn Simmons

2:50 – 3:25 pm Update on US Patent Law and Practice – Focus on Board Proceedings Richard Neifeld, Neifeld IP Law, PC

Abstract

As a result of the AIA, the Patent Trial and Appeal Board (PTAB) came into existence this year, as did the new PTAB proceedings to challenge validity of patent claims. I will show you how to examine the online files of PTAB proceedings so you can make sense of them; explain what we have learned to date from actual PTAB proceedings; and discuss where PTAB proceedings fit in to the options to challenge patents.

Biography

Rick is a patent attorney with physics and mathematics degrees from University of Rochester, a Ph.D. in Physics from Rutgers University, and a law degree from George Washington University. He focuses on USPTO Board proceedings, administers the “PatentInterPartes” yahoo! group list, and is the founder and principal of Neifeld IP Law, PC. Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

60 Wednesday PM Speakers

Update on US Patent Law and Practice – Focus on Board Proceedings Richard Neifeld, Neifeld IP Law, PC PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

61 Wed Afternoon 2:50 – 4:35 pm | Legal Overview of Intellectual Property | Chair: Edlyn Simmons

3:25 – 4:00 pm US Patent Office Information Technology Developments Marla Grossman, Coalition for Patent and Trademark Information Dissemination

Abstract

Information Technology (IT) developments at the Patent Office that will affect patent information users.

Biography

Marla Grossman is Executive Director of the Coalition for Patent and Trademark Information Dissemination - a coalition of information services and workflow solution providers that offer value-added patent and trademark information services. Coalition member company services enable patent and trademark applicants to find and make available the most relevant information related to their claimed inventions and marks through data enhancements and state of the art search tools.

Having worked on patent issues for two decades, Ms. Grossman serves as a Partner at the American Continental Group (ACG) where she represents the Coalition and other clients before the federal government. She has been called “The Influencer” by I AM Modern Magazine and one of the DC area’s “Most Influential Business Women” by the Washington Business Journal. She was selected as one of the Superlawyers of Washington DC for 2013.

Ms. Grossman graduated cum laude from Harvard Law School and summa cum laude from Yale University. Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

62 Wednesday PM Speakers

US Patent Office Information Technology Developments Marla Grossman, Coalition for Patent and Trademark Information Dissemination PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

63 Wed Afternoon 2:50 – 4:35 pm | Legal Overview of Intellectual Property | Chair: Edlyn Simmons

4:00 – 4:35 pm Advances in Non-Patent Literature Searching: 25 Years of Information Distilled to 140 Characters Ron Kaminecki

Abstract

The transition from the printed word to electronic media, passing through bibliographic and full text databases and onto PDF images has now reached a surprising new level. Along the way, changes to the way Non-Patent Information (NPL) is made available have resulted in the availability of free information in easy to use interfaces, some harmonization between major publishing authorities, and a very confused picture of what can be considered prior art. What is available now and what are the trends that bear watching so that patent searchers can stay relevant for at least another quarter century?

Biography

Ron Kaminecki has worked at numerous information-intensive companies, including IIT Research Institute, Dialog Information Services, Knight-Ridder Information, Abbott Laboratories, Thomson Reuters, and ProQuest. He has always worked with scientific, technical and patent information and has helped technical researchers in industry; government and academia around the world find the technical information that they need. He has written many articles, chapters, columns and papers and has delivered many presentations to help individuals understand how to locate key information. He has also taught specific classes on patent searching and analysis at several universities and law schools. He is a co-author of a computer search language, a co-inventor on a patent application and has a BS in Chemistry, MS in Computer Science, and a JD with a certificate in patent law. He is a US Patent Attorney and is a member of the Bar of the Supreme Court of Illinois and the Bar of the Northern District Court of Illinois. Alexandria VA n Annual Meeting Annual n PIUG 2013 2013 PIUG

64 Wednesday PM Speakers

Advances in Non-Patent Literature Searching: 25 Years of Information Distilled to 140 Characters Ron Kaminecki PIUG 2013

n Annual Meeting Annual Meeting n Alexandria VA Alexandria

65 Sponsors

Emerald Sponsor

Thomson Reuters Thomson Reuters is the world’s leading source of intelligent information for businesses and professionals. We combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial, legal, tax and accounting, scientific, healthcare and media markets, powered by the world’s most trusted news organization.

Our Scientific knowledge and information is essential for drug companies to discover new drugs and get them to market faster, for researchers to find relevant papers and ksnow what’s newly published in their subject, and for businesses to optimize their intellectual property and find competitive intelligence.

125' 25' 6'' 12' 6'' 13' 9'' 10' 6'' 29' 9'' Exhibit Hall - West Ballroom and 1 2

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14 Derek Minihane Head of IP Strategy Cochlear Ltd.

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BizInt Solutions, Inc. BizInt Solutions, Inc. produces BizInt Smart Charts software to help information analysts create, customize and distribute multi-database reports and visualizations from drug pipeline, clinical trial, patent and gene sequence databases. The BizInt Smart Charts product family is used by pharmaceutical, biotech, chemical, petroleum and medical device companies worldwide to support research planning and competitive intelligence.

Minesoft Minesoft creates and provides products and solutions for the patent information sector, including PatBase, a US and international searchable full-text and bibliographic database, PatentArchive, Patent Tracker, and PatentOrder, providing linked archives, legal and competitor tracking & alerting services & patent document delivery by Internet and for Intranets. Minesoft serves leading corporations, Patent Offices and patent attorney firms worldwide.

Questel Questel is world leader in Intellectual Property information providing the most comprehensive collection of patent databases matched with a wide array of tools and services covering the Intellectual Property Lifecycle. The lifecycle scenarios include Patent Landscaping and Analysis, ensuring IP Clearance and Freedom-to-Operate, Prosecution, Patent Valuation and Licensing. Questel has been focusing on its core business Intellectual Property Information since its inception in the early 1970’s. Since 2007, Questel has been supported by the leading European mid-cap Private Equity investor, Syntegra Capital.

STN PIUG 2013 The choice of patent experts, only STN offers access to trusted scientific and technical information including the authoritative chemistry content from CAS and patent content

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70 Your tool shouldn’t restrict your results. STN IT’S HARD TO GET PROFESSIONAL is the most complete search and retrieval RESULTS WITH AMATEUR TOOLS. platform for the world’s disclosed scientific and technical research. Only STN offers CAS’ REGISTRY and other authoritative databases, Thomson Reuters’ Derwent World Patents Index®, and the most complete offering of science and technical content along with unparalleled search precision. The world’s patent offices rely on STN, shouldn’t you? Learn more at stn-international.com.

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71 Sponsors

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GenomeQuest GenomeQuest, the leader in sequence data management (SDM), helps genomic researchers and their organizations make great discoveries far faster. Over 160 leading life science companies including 17 of the top 20 pharmaceuticals, use GenomeQuest for mission-critical work. Using GenomeQuest, researchers perform discoveries, manage and share sequence data, and access the world’s largest collection of reference databases from a Web browser and personalized dashboard.

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Alexandria VA emerging trends, identification of major players, the search for partners, or the development n of periodic indicators are the main applications offered by the INTELLIXIR System. Annual Meeting Annual n PIUG 2013 2013 PIUG

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73 Sponsors

Amethyst Sponsors (continued)

LexisNexis® LexisNexis® offers a suite of solutions specifically designed to enhance the quality and efficiency of your patent research and analysis. TotalPatent™ is the most comprehensive, precise, and dynamic patent research and retrieval system available. PatentOptimizer™ is a professional patent analysis and drafting tool. Both feature transparent semantic and Boolean search technology working together to help ensure you don’t miss a thing.

Search Technology – VantagePoint VantagePoint text mining software helps Patent Analysts create technology landscapes and profiles of potential partners/competitors using deep bibliometrics on search results from patent, scientific, technical, and business databases . Expanding the reputation as “Serious Software for Patent Analysts,” VantagePoint Version 8 features a powerful new tabular data view, new graphical visualizations, and user-defined reusable templates for the Super Profile macro. Visit our table to see a demonstration, and ask about a 30-day trial of the new VantagePoint Version 8.

TPR International TPR International bolsters information teams with supplementary coverage and expertise in patent and literature searching and analysis. Each member of our search team brings 10-15 years of trusted in-house experience covering topics across the pharmaceutical, biotechnology, medical device, and engineering sectors. Furthermore, TPR can go beyond databases and provide you with literature found in local languages at libraries, universities, and patent offices in places like Japan, China, Russia, Brazil, and other key regions for your company’s invalidity or FTO objectives.

WIPS (Worldwide Intellectual Property Service) WIPS (Worldwide Intellectual Property Service) provides on-line worldwide patent information service and IP consulting services to over 3,000 companies, patent law firms, academics, government, and R & D institutes in Korea as well as 12 overseas countries which include the U.S., the U.K, China, Japan, Taiwan, Sweden, Denmark, Colombia, Thailand, India, Hong Kong and Vietnam. WIPS believes in

Alexandria VA providing quality products and services in most user friendly environment to our customers in most n timely manner. Annual Meeting Annual n PIUG 2013 2013 PIUG

74 When you’re in the business of making Serious Software for Patent Analysis or breaking patents, you have to be fast, thorough, and fully informed. We can help.

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75

Attendees by name

Abbott, Dave Reed Technology Darnell, Charles ExxonMobil R & E Adams, Stephen Magister Ltd. Davis, Andrea Nuvasive Adamson, Bertha BizInt Solutions Davis, Sara GlaxoSmithKline Alberts, Doreen Theravance, Inc. Dedert, Pat ExxonMobil R & E Alentorn, Rosa Fairview Research DeMarco, Dominic DeMarco IP Allen, Amantha LexisNexis DeMille, Ginger USPTO Arienti, Kristen Dart Neuroscience Diaconescu, Iustin WIPO Arora, Kartar Singh Landon IP Dick, Lani Polaris Industries Ashley, William (Bill) Hollinsgworth Davis Dickens, David CPA Global Atkinson, Kristine A-A Patent Investigations Diffendal, Jason Pfizer Bachmann, Carol 3M Dockter, Terri FIZ Karlsruhe Bacino, David AbbVie Duberman, Josh Pivotalinfo LLC Badger, Edward Ashland Dunker, Marilynn Procter & Gamble Baker, Jeanette Archer Daniels Midland Dunwoody, Kim CAS Baker, Jeff Purdue Pharma Evans, Robin Foley & Lardner Bakht, Nasreen Thomson Reuters Fanslow, Mary Eastman Chemical Balasubramanian, Marudai Afton Chemical Corp. Fisher, Donna Biomeasure, Inc. Barcelon Yang, Cynthia Bristol-Myers Squibb Fitzpatrick, Jacqueline Corning Incorporated Bartels, Karin IPINTECH, LLC Flammer, Richard European Patent Office Bayada, Denis GenomeQuest Foley, Justin University of Michigan Baycroft, Mike IFI CLAIMS Fontana, Erin Beers, Matthew Ocean Tomo, LLC Foust, Jennifer CAS Belinskiy, Aleksandr Patent Information Con Frey, Paul Search Techology Berman, Brian WIPS Friedman, Yali DrugPatentWatch.com Blasi, Peter CAS Fuentes, Orlando Questel Boedt, Geert European Patent Office Gange, David Altimatia Bowen, Timothy CAS Garner, Richard LexisNexis Brager, Barry Perception Partners Gavilanes-Trapote, Javier Brager, Elina Gillanders, Andy Sealed Air Corp Brown, Jim FIZ Karlsruhe Godsey-Bell, Connie LexisNexis Bruce Jr., Oscar Article One Partners Grantham, Robert Reveal-IP LLC Burg, Barbara Barbara Burg & Assoc Gregory, Tracy Linguamatics Burgess, Lora CAS Gribbin, Andrew CAS Burke, Michael Air Products & Chemicals Grossman, Marla American Continental Burt, Melissa Questel Gulker, Mike TPRI Calow, Jeff Google Gunter, Brooke Thomson Reuters Careil, Jean-Michel INTELLIXIR Hantos, Susanne Davies Collison Cave

Alexandria VA Chakkaravarthy, Jaiganesh E-Merge tech Harrison, Jeff USPTO n Cheeseman, Elaine Science IP Harrold, Cinda CAS Cheng, Yugong Eli Lilly and Company Held, Pierre European Patent Office Chiba, Catherine Dauratus Research Inc. Houze, Thomas Clager, Michael Procter & Gamble Hunt, Elizabeth Ashland Clark, Diane Stepan Co. Iglesias, Miguel Questel

Annual Meeting Annual Clarke, Dr Nigel European Patent Office Johnson Philipsen, Judith TPRI

n Cota, Claudia Philips Intl BV/ IP&S Johnson, Richard ChemAxon LLC Cummins, Gary FIZ Karlsruhe Johnson, Susan Boston Scientific Curry, Stewart Michelin Americas Res Judd-Paternostro, Deborah BASF D’Ambra, A. J. Novartis Jung, Yoonho KIPI PIUG 2013 2013 PIUG Daniel, Ophir Minesoft Kading, Amy Kimberly-Clark

76 Kahng, Dong Woo KIPI Mueller, Elke FIZ Karlsruhe Kaludis, Stephen Minesoft Murphy, Cynthia Thomson Reuters Kaminecki, Ron Nakata, Masatoshi Japan Patent Data Service Kang, Chang Soo KIPI Nawani, Ashish Evalueserve Kannan, Sudha Aditya Birla Neifeld, Richard NEIFELD IP LAW, PC Kawachi, Ai JAICI/Japan Newman, Nils Search Techology Khorsandian, Ford TPRI Nolan, D.A. Heuristic Developments Kienitz, Paul General Electric Orlando, Rick LexisNexis Kim, Christopher USPTO Ornstein, Michael IET Kim, Hee-Tae KIPO Orwant, Jon Google Kiriyama, Ben Osaka, Hiroko Kitae, KIM WIPS Ostanock, Phillip Minesoft Koenig, Donna Land O’Lakes, Inc. Paek, Alex WIPS Koubek, Kenneth Koubek Information Cons Paek, Sung Landon IP Lai, Stacy Dow AgroSciences Pakray, Sudabeh SPIP Services Lambert, Nancy Pandya, Dilip Qualcomm Lampson, William Boehringer Ingelheim Pargaonkar, Yateen Chevron Lang, Markus Parr, Meg CAS LeBeau, Susan Linguamatics Perriman, Ian Minesoft Lee, Donghun KIPO Pilote, Natalie Novartis Leitner, Christie Kimberly-Clark Porier, Jean-Baptiste INTELLIXIR Li, Yan Monsanto Porter, Hope Merchant & Gould Linder, Elliott Proegler, Kurt CAS Lindstedt, Ingalill AstraZeneca Rabbani, Firoozeh IP Australia Liu, David Shell Oil Company Raday, Elan Minesoft Liu, Yanhuai Beijing East Linden Rawat, Nidhi Lonza, Inc. Luby, Matthew Landon IP Reeves, Erik Patents Online, LLC Ma, Guman Resnick, Richard GenomeQuest Mailaender, Lutz WIPO Riutta, Anders Bayfield Solutions LLC Malik, Pramath Dolcera Corporation Robins, Suzanne Patent Information Serv Marchisio, Christophe Questel Ryu, Giho IP Korea Center, Inc. Marlin, John ExxonMobil R & E Sankaran, Vadivelan GVK BIO

Massiera Della Valle, Martine Questel Sato, Yuya Japan Patent Data Service PIUG 2013 Matsumoto, Fumie Schoemer, Zackary Michelin North America Matula, Richard Kenyon & Kenyon Schreiber, Keith Pfizer McBride, Matthew CAS Scism, Jennifer DeMarco IP

n

McConnell, Christopher AbbVie Biotherapeutics Sharma, Sugandh Evalueserve Annual Meeting McCue, Christine CAS Shih, Alan INDUS TechInnovations McDonald, Mary Kay ProQuest Dialog Shobe, David Meilleur, Nancy Canadian IPO Shu, Zhifu ExxonMobil R & E Michel, Christine TPRI Sidhu, Vin CAS Miller, Jim University of Maryland Simmons, Edlyn Simmons Patent Info

Miller, Kimberly Novartis Simmons, Heather University of Illinois n Miller, Thurston University of Notre Dame Sjödin, Ida-Maria Minesoft VA Alexandria Miyauchi, Kazuhiko Nitto Denko Corporation Stanton, Thomas ExxonMobil R & E Mohnen, Paul Steimle, Aaron Washpat Moore, Dana Cytec Industries Inc. Stembridge, Bob Thomson Reuters Morris, Sandra Becton Dickinson Stevenson, Janice Digital Science Mozolev, Yuri GE Global Research Stewart, Bob Thomson Reuters

77 Attendees by name (continued)

Stignani, Mark Schwegman Lundberg Stone, Heidi AbbVie Strickler, Joan ProQuest Dialog Stuike-Prill, Rainer FIZ Karlsruhe Su, Wei-Nien NTUST Sun, Zhaolun Beijing East Linden Sweet, Brian CAS Swirski, Marian Lubrizol Corp. Tang, Khang eTERA Consulting, Inc. Terlizzi, Joseph Questel Thompson, Jane Eisai Inc. Tinsley, John IPTranslator Tolliver, Charles Minesoft Torpey, Paul Trippe, Anthony Patinformatics, LLC Tritman, Alissa GenomeQuest Troyer, Matthew AcclaimIP Unger, Sandra ExxonMobil R & E Vairagoundar, Rajendran Zoetis Inc. Vaughan-Spickers, Julian Merck Chemicals Ltd Violago, Vincent Paolo Article One Partners Walter, Don Thomson Reuters Wang, Manxue DuPont Watkins, Eddie Proquest Dialog Weber, David Corning Incorporated Weiss-Nolen, Monica Sanofi pasteur West, Michael DuPont Whitman, Kristin Landon IP Williams, Linda Questel Williams, Richard Williams Information Serv Willmore, John BizInt Solutions Winters, Jeff CAS Wolff, Thomas Wolff Information Cons Yancy, Jennifer Yancy IP Law Yang, Yun Yun Bristol-Myers Squibb Yates, Martha Monsanto Yun, Helen Merck & Co.

Alexandria VA Yun, Youngearn n

n n n Annual Meeting Annual n PIUG 2013 2013 PIUG

78 Attendees by company

3M Carol Bachmann CPA Global David Dickens A-A Patent Investigations Kristine Atkinson Cytec Industries Inc. Dana Moore AbbVie David Bacino Dart Neuroscience Kristen Arienti AbbVie Heidi Stone Dauratus Research Inc. Catherine Chiba AbbVie Biotherapeutics Christopher McConnell Davies Collison Cave Susanne Hantos AcclaimIP Matthew Troyer DeMarco IP Dominic DeMarco Aditya Birla Sudha Kannan DeMarco IP Jennifer Scism Afton Chemical Corp. Marudai Balasubramanian Digital Science Janice Stevenson Air Products & Chemicals Michael Burke Dolcera Corporation Pramath Malik Altimatia David Gange Dow AgroSciences Stacy Lai American Continental Marla Grossman DrugPatentWatch.com Yali Friedman Archer Daniels Midland Jeanette Baker DuPont Manxue Wang Article One Partners Oscar Bruce Jr. DuPont Michael West Article One Partners Vincent Paolo Violago Eastman Chemical Mary Fanslow Ashland Edward Badger Eisai Inc. Jane Thompson Ashland Elizabeth Hunt Eli Lilly and Company Yugong Cheng AstraZeneca Ingalill Lindstedt E-Merge tech Jaiganesh Chakkaravarthy Barbara Burg & Assoc Barbara Burg eTERA Consulting, Inc. Khang Tang BASF Deborah Judd-Paternostro European Patent Office Geert Boedt Bayfield Solutions LLC Anders Riutta European Patent Office Dr Nigel Clarke Becton Dickinson Sandra Morris European Patent Office Richard Flammer Beijing East Linden Yanhuai Liu European Patent Office Pierre Held Beijing East Linden Zhaolun Sun Evalueserve Ashish Nawani Biomeasure, Inc. Donna Fisher Evalueserve Sugandh Sharma BizInt Solutions Bertha Adamson ExxonMobil R & E Charles Darnell BizInt Solutions John Willmore ExxonMobil R & E Pat Dedert Boehringer Ingelheim Pharmaceuticals William Lampson ExxonMobil R & E John Marlin Boston Scientific Susan Johnson ExxonMobil R & E Zhifu Shu Bristol-Myers Squibb Cynthia Barcelon Yang ExxonMobil R & E Thomas Stanton Bristol-Myers Squibb Yun Yun Yang ExxonMobil R & E Sandra Unger Canadian IPO Nancy Meilleur Fairview Research Rosa Alentorn CAS Peter Blasi FIZ Karlsruhe Jim Brown

CAS Timothy Bowen FIZ Karlsruhe Gary Cummins PIUG 2013 CAS Lora Burgess FIZ Karlsruhe Terri Dockter CAS Kim Dunwoody FIZ Karlsruhe Elke Mueller CAS Jennifer Foust FIZ Karlsruhe Rainer Stuike-Prill

CAS Andrew Gribbin Foley & Lardner Robin Evans n Annual Meeting Annual Meeting CAS Cinda Harrold GE Global Research Yuri Mozolev CAS Matthew McBride General Electric Paul Kienitz CAS Christine McCue GenomeQuest Denis Bayada CAS Meg Parr GenomeQuest Richard Resnick CAS Kurt Proegler GenomeQuest Alissa Tritman CAS Vin Sidhu GlaxoSmithKline Sara Davis n

CAS Brian Sweet Google Jeff Calow VA Alexandria CAS Jeff Winters Google Jon Orwant ChemAxon LLC Richard Johnson GVK BIO Vadivelan Sankaran Chevron Yateen Pargaonkar Heuristic Developments D.A. Nolan Corning Incorporated Jacqueline Fitzpatrick Hollinsgworth Davis William (Bill) Ashley Corning Incorporated David Weber IET Michael Ornstein

79

80 PIUG 2013 n Annual Meeting n Alexandria VA NEIFELD IPLAW, PC Monsanto Monsanto Minesoft Minesoft Minesoft Minesoft Minesoft Minesoft Minesoft America North Michelin Res Americas Michelin Merck ChemicalsLtd Merck &Co. Merchant &Gould Magister Ltd. Lubrizol Corp. Lonza, Inc. Linguamatics Linguamatics LexisNexis LexisNexis LexisNexis LexisNexis IP Landon Landon IP Landon IP Landon IP Land O’Lakes, Inc. Koubek Information Cons KIPO KIPO KIPI KIPI KIPI Kimberly-Clark Kimberly-Clark Kenyon &Kenyon Japan Patent Data Service Japan Patent Data Service JAICI/Japan IPTranslator IPINTECH, LLC IP Korea Center, Inc. IP Australia INTELLIXIR INTELLIXIR INDUS TechInnovations IFI CLAIMS Attendees by company Richard Neifeld YatesMartha Yan Li TolliverCharles Sjödin Ida-Maria Elan Raday Ian Perriman Phillip Ostanock Stephen Kaludis Ophir Daniel Schoemer Zackary Curry Stewart Julian Vaughan-Spickers Helen Yun Hope Porter Stephen Adams Swirski Marian Rawat Nidhi Susan LeBeau Tracy Gregory Orlando Rick Connie Godsey-Bell Richard Garner Amantha Allen Whitman Kristin Sung Paek LubyMatthew SinghArora Kartar Koenig Donna Kenneth Koubek LeeDonghun Hee-Tae Kim Kang Chang Soo Kahng WooDong Yoonho Jung LeitnerChristie Amy Kading Richard Matula Yuya Sato Masatoshi Nakata Ai Kawachi John Tinsley Bartels Karin Giho Ryu Firoozeh Rabbani Jean-Baptiste Porier CareilJean-Michel Shih Alan BaycroftMike Thomson Reuters Thomson Reuters Thomson Reuters Thomson Reuters Thomson Reuters Theravance, Inc. Stepan Co. SPIP Services Simmons Patent Info Shell OilCompany Search Techology Search Techology AirCorpSealed Science IP Schwegman Lundberg pasteur Sanofi Reveal-IP LLC TechnologyReed Questel Questel Questel Questel Questel Questel Questel Qualcomm Purdue Pharma Dialog Proquest ProQuest Dialog ProQuest Dialog Procter &Gamble Procter &Gamble Polaris Industries Pivotalinfo LLC IP&S BV/ Philips Intl Pfizer Pfizer Perception Partners Patinformatics,LLC Patents Online, LLC Patent Information Serv Patent Information Con Ocean Tomo, LLC Nuvasive NTUST Novartis Novartis Novartis Corporation Denko Nitto Bob Stewart Bob Stembridge Bob Cynthia Murphy Brooke Gunter Nasreen Bakht Doreen Alberts Diane Clark Sudabeh Pakray Edlyn Simmons David Liu Newman Nils FreyPaul Andy Gillanders Elaine Cheeseman Stignani Mark Weiss-NolenMonica Grantham Robert Abbott Dave Linda Williams Joseph Terlizzi ValleDella Martine Christophe Marchisio Iglesias Miguel FuentesOrlando Burt Melissa Dilip Pandya Jeff Baker Eddie Watkins Joan Strickler McDonald Kay Mary Dunker Marilynn Clager Michael Lani Dick Josh Duberman Claudia Cota Keith Schreiber Jason Diffendal Brager Barry Anthony Trippe ReevesErik Suzanne Robins Aleksandr Belinskiy Beers Matthew Andrea Davis Wei-Nien Su Natalie Pilote Miller Kimberly A. J. D’Ambra Miyauchi Kazuhiko PIUG 2013 n Annual Meeting n Alexandria VA 81 Don Walter Mike Gulker Judith Johnson Philipsen Khorsandian Ford Christine Michel Simmons Heather Jim Miller Justin Foley Miller Thurston Ginger DeMille Jeff Harrison KimChristopher Steimle Aaron Williams Richard Iustin Diaconescu Mailaender Lutz Brian Berman KIM Kitae Alex Paek Wolff Thomas Yancy Jennifer Rajendran Vairagoundar Elina Brager Erin Fontana Gavilanes-Trapote Javier Houze Thomas Ron Kaminecki Ben Kiriyama Nancy Lambert Markus Lang Elliott Linder Guman Ma Matsumoto Fumie Mohnen Paul Hiroko Osaka Shobe David Torpey Paul Yun Youngearn n n n

TPRI TPRI TPRI TPRI Illinois of University Maryland of University Michigan of University Dame Notre of University USPTO USPTO USPTO Washpat Serv Information Williams WIPO WIPO WIPS WIPS WIPS Cons Information Wolff IP Law Yancy Zoetis Inc. Thomson Thomson Reuters Tuesday, April 30th, 2013 7:15 am 8:00 am Breakfast. Sponsored by STN Ballroom West/Foyer 8:00 am 8:10 am Introduction – Ron Kaminecki Plaza Ballroom East Session D – Chemical Patent Information (Chair - A.J. D’Ambra, Novartis) 8:10 am 8:20 am Product Updates (INTELLIXIR, IFI Claims) 8:20 am 9:30 am Historical Impact of Major Patent Authorities on Chemical Information in CAS REGISTRY and CAplus - A Plaza Ballroom East 20-Year Examination. Matt McBride, Science IP. Understanding And Locating Extended Patent Terms For Pharmaceuticals. Natalie Pilote, Novartis. 9:30 am 9:45 am Product Updates (Article One Partners, WIPS, EPO) 9:45 am 10:15 am Break. Sponsored by INTELLIXIR Ballroom West/Foyer Session E – Case Studies in Chemical/Biological Patents (Chair - Lucy Akers, Bristol-Myers Squibb) 10:15 am 12:00 pm Global Pharmaceutical Innovation: Using Patents to Track the Past and Predict the Future. Yali Friedman, Plaza Ballroom East ThinkBiotech Leverage Text Analytics Tool in Patent Analysis to Empower Business Decisions – A Patent Landscape Project Using I2E for Kinase Assay Technology Platform Analysis. Yun Yun Yang, Bristol-Myers Squibb. Duck Season. Rabbit Season. Chemistry Search. Biology Search.. Kim Miller, Novartis. 12:00 pm 12:15 pm Product Updates (KIPO, WIPO) 12:15 pm 1:30 pm Lunch. Sponsored by PIUG. Ballroom West/Foyer

PIUG Committee Meetings – as round tables during lunch. Session F – Specialized Patent Information (Chair - Kristin Whitman, Landon IP) 1:30 pm 3:15 pm Applications of Data Cleaning in Patent Analytics. Matthew Luby, Landon IP. Plaza Ballroom East What to Look for When Using US Public PAIR. Anthony Trippe, Patinformatics LLC. There’s a New U.S. Patent and Trademark Data Host in Town!. Dave Abbott, Reed Technology and Information Services Inc. 3:15 pm 5:30 pm Extended break and Exhibit Room open for Product Reviews/Showcase. Ballroom West/Foyer Sponsored by VantagePoint

3:00 pm 5:30 pm Guided tour of the USPTO (Limited Seats - SOLD OUT)

8:00 pm 10:00 pm IFFI Play and Ice Cream Social. Sponsored by IFI Claims. Arbors

Hilton Alexandria Mark Center 5000 Seminary Rd Alexandria, VA 22311 (703) 845-1010

SESSIONS

WORKSHOPS WORKSHOPS

EXHIBITS

GALA DINNER

WORKSHOPS 82 Wednesday, May 1st, 2012 7:15 am 8:00 am Breakfast. Sponsored by Questel Ballroom West/Foyer 8:00 am 8:10 am Introduction – Andrea Davis Plaza Ballroom East Session G – The Cooperative Patent Classification - A View from the Primary Authorities (Chair - Kartar Arora, Landon IP) 8:10 am 10:00 am Improving the Use of Patent Information - KIPO’s IP Information Services. Hee-tae Kim, Korean Plaza Ballroom East Intellectual Property Office (KIPO). The CPC Browser in Espacenet and USPTO’s Experience. Nigel Clarke, European Patent Office; Christopher Kim, USPTO. 10:00 am 10:30 am Break. Sponsored by Article One Partners. Ballroom West/Foyer Session H – Applied Technology (Chair - Zhifu Shu, ExxonMobil R&E) 10:30 am 11:30 am Summarizing Sequence Results by Patent Family. John Willmore, BizInt Solutions. Plaza Ballroom East PatBase: Adding Value And Preserving Quality In A Global Patent Database. Elan Raday, Minesoft. Applying Landscaping Tools to Determine Competitive Opportunities. Miguel Iglesias and Joe Terlizzi, Questel. The New STN Platform: Revolutionizing Patent Searching for Professionals. TJ Bowen, STN. 11:30 am 12:30 pm Lunch. Sponsored by PIUG. Ballroom West/Foyer

Session J – The Dynamics of Patent Searching (Chair - Kimberly Miller, Novartis) 12:30 pm 2:20 pm WIPO’s Patent Landscape Project and Patentscope. Lutz Mailänder, WIPO and Iustin Diaconescu, WIPO. Plaza Ballroom East Patent Searching: A Game of Imperfect Information. Dominic DeMarco, DeMarco IP. 2:20 pm 2:50 pm Break. Sponsored by WIPS. Ballroom West/Foyer Session K – Legal Overview of Intellectual Property (Chair - Edlyn Simmons, Simmons Patent Information Service) 2:50 pm 4:35 pm Update on US Patent Law and Practice – Focus on Board Proceedings. Richard Neifeld, Neifeld IP Law, PC. Plaza Ballroom East US Patent Office Information Technology Developments. Marla Grossman, Coalition for Patent and Trademark Information Dissemination. Advances in Non-Patent Literature Searching: 25 Years of Information Distilled to 140 Characters. Ron Kaminecki. 4:35 pm 4:45 pm Closing Remarks – Susanne Hantos, PIUG Chair, Davies Collison Cave

Thursday, May 2nd, 2013 8:00 am 9:30 am America Invents Act (USPTO) – Free Terrace West 9:30 am 12:00 noon Cooperative Patent Classification (CPC) (USPTO, EPO) – Free Terrace West 9:00 am 4:00 pm STN Patent Forum (STN) – Free Terrace East 9:00 am 10:00 am INTELLIXIR New Version 8.0: Why do I need this application? (Intellixir) – Free Beech “Bossa” the new puppy from Sweden (photo by Bertha Adamson)

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