Patent Information Users Group, Inc. The Complete 21st Century Patent Searcher — Addressing Our Skills Gaps 2017 ANNUAL CONFERENCE May 20 – 25, 2017 Crowne Plaza Atlanta Perimeter Atlanta, Georgia Meeting Book prepared by BizInt Solutions Inc., a proud sponsor of the PIUG 2017 Annual Conference 2017 ANNUAL CONFERENCE An International Conference for Patent Information Professionals May 20 – 25, 2017 Crowne Plaza Atlanta Perimeter Atlanta, Georgia Saturday, May 20, 2017 8:45 am 12:30 pm “Making It to the Premiership” – A Review of the Rising Stars in the IP Information Space (Stephen Adams) – FEE Maplewood 1:00 pm 4:00 pm The EPO Patent Information Products Road Show - 2017 (EPO) – Free Maplewood Sunday, May 21, 2017 8:00 am 9:00 am Global Patent Dossier (USPTO) – Free Maplewood 9:00 am 10:00 am Creating IP Reports with BizInt Smart Charts for Patents: Tips & Tricks (BizInt) – Free Dunwoody A 9:00 am 10:00 am A Revolution in Innovation: New Data and Tools for Improved Patent Analysis (Clarivate Analytics) – Free Dunwoody B 10:00 am 11:30 am Bridging the Gap between Searchers and Internal Clients with Evalueserve’s IP and R&D Dashboard (Evalueserve) Maplewood 11:30 am 12:30 pm Introducing PatSeer Pro–Serious analysis tools with great looking, flexible and interactive visualizations! (Gridlogics) Dunwoody C 11:30 am 1:30 pm The Road Ahead – Questel’s Latest Innovations, Partnerships, and Data Curating Techniques (Questel) – Free Oakwood 1:00 pm 2:00 pm Complexities in Sequence Searching (GQ Life Sciences) – Free Dunwoody A 1:00 pm 2:00 pm Broaden Your Patent Search Horizons With The Latest Solutions From Minesoft (Minesoft) – Free Dunwoody B 2:00 pm 3:30 pm Tech Mining Patents (Search Technology) – Free Maplewood 4:00 pm 5:30 pm PIUG Business Meeting (All conference attendees) Ravinia ABC 6:30 pm 7:30 pm First-Time Attendee Welcome & Orientation Reception (First Time PIUG Conference attendees) Camellia 7:30 pm 9:30 pm Opening Reception in Exhibit Hall – exhibits open (All conference attendees). Sponsored by the Emerald Sponsors Ravinia EFG Monday, May 22, 2017 7:00 am 8:00 am Breakfast and Open Exhibits. Sponsored by the Sapphire Sponsors Ravinia EFG 8:00 am 8:15 am Welcome and Introductions (Martha Yates, PIUG Chair) Ravinia ABC 8:15 am 9:15 am Keynote Address: Goals, Tasks, and Information Retrieval (Nicholas Belkin, Rutgers University) 9:15 am 9:35 am Product Updates (Search Technology, Evalueserve, BizInt Solutions, STN) 9:35 am 10:05 am Break. Sponsored by the Amethyst Sponsors Ravinia EFG 10:05 am Session A: Sponsored Talks and Search and Statistics 101 (Chairperson: Dominic DeMarco, DeMarco IP) Ravinia ABC 10:10 am 10:40 am Search Technology: Patent Information from Our Vantage Point (Nils Newman, Search Technology) 10:40 am 11:05 am Finessing Patent Related Information (Barbara Miller, Novartis Institutes for Biomedical Research (NIBR)) 11:05 am 11:30 am Machine Translation of Patents. Here to Stay? (Jane List, Extract Information; Editor-in-Chief, World Patent Information) 11:30 am 11:55 am Quick Automation or Laborious Manual Tagging – Finding the Right Balance (Andrea Davis) 11:55 am 12:25 pm Bringing Clarity to your IPR+D Search and Intelligence (Anoop Sankar, Evalueserve) 12:25 pm 1:25 pm Lunch. Sponsored by the Emerald Sponsors Ravinia EFG 1:25 pm Session B: Searching non-text parameters (Chairperson: Ron Kaminecki, Questel) Ravinia ABC 1:30 pm 1:55 pm Single Pass Numerical Matching – a Linguistic Solution to Numerical Searching (David Woolls, CFL Software Limited) 1:55 pm 2:20 pm Finding Formulations: Challenges and Opportunities (Matthew McBride, ScienceIP (CAS)) 2:20 pm 2:45 pm PATENTSCOPE Functionalities (Iustin Diaconescu, WIPO) 2:45 pm 3:05 pm Product Updates (Clarivate Analytics, Reed Tech, Minesoft, GQ Life Sciences) 3:05 pm 3:35 pm Break. Sponsored by the Amethyst Sponsors Ravinia EFG 3:35 pm Session C: Patent Valuation & Product Development (Chairperson: Lucy Antunes, DuPont) Ravinia ABC 3:40 pm 4:05 pm Prior Art Searches at Various Levels of Product Pyramid – A Startup Perspective (Vivek Doulatani, Ather Energy) 4:05 pm 4:30 pm Patent Information Analysis for Creating New Business (Jo Sagawa, AsahiKASEI Corporation) 4:30 pm 4:50 pm Back to the Future (Bob Stembridge and Daniel Videtto, Clarivate Analytics) 6:00 pm 7:00 pm Cocktail Hour & Reception. Sponsored by Clarivate Analytics. Dunwoody 7:00 pm 10:30 pm PIUG Gala & Awards Dinner. Sponsored by PIUG Dunwoody PIUG 2017 Annual Conference Atlanta, Georgia 1 PIUG 2017 ANNUAL CONFERENCE An International Conference for Patent Information Professionals May 20 – 25, 2017 Crowne Plaza Atlanta Perimeter at Ravinia Atlanta, Georgia The Complete 21st Century Patent Searcher — Addressing Our Skills Gaps TABLE OF CONTENTS Message from the Chair ..............................................................2 Sponsors & Exhibitors .................................................................3 PIUG Information & Officers ..................................................4-5 PIUG Milestones ............................................................................6 Program & Planning Committee .............................................7 Monday morning speakers ........................................................8 Monday afternoon speakers ..................................................22 PIUG Service Awards ...........................................................34-36 Tuesday morning speakers ..................................................... 38 Tuesday afternoon speakers .................................................. 42 Brian Stockdale Memorial Award ......................................... 56 Stu Kaback Business Impact Award ..................................... 57 Wednesday morning speakers .............................................. 58 Wednesday afternoon speakers ...........................................68 Sponsor Information ................................................................. 82 Exhibit Hall floorplan ................................................................ 87 Attendees (by Name) ................................................................88 Attendees (by Company) ........................................................90 TWITTER: #PIUG17 Hotel floorplan ............................................................................ 92 2 PIUG 2017 Annual Conference Atlanta, Georgia Message from the Chair Welcome to the PIUG 2017 Annual Conference! Special appreciation goes to our Program Committee Co-Chairs, Heather Simmons and Stephen Adams, who This year’s Conference theme, The Complete 21st Century worked so diligently and persistently to assemble and Patent Searcher—Addressing Our Skills Gaps is our attempt deliver a diverse, top-notch, well-organized program. We to go back to the basics, which should make for a great are most fortunate to have technical presentations from a program for novice searchers as well as more experienced variety of disciplines, with speakers, panelists, and workshop members. Our ambitious program endeavors to embrace a presenters representing academia, several industries, the variety of international perspectives from numerous sectors legal community, non-governmental organizations, patent of professional IP activity. offices, IP information providers, and independent patent The 2017 Annual Conference has drawn delegates, information professionals. My heartfelt thanks to all of our exhibitors, speakers, and sponsors from many countries, participants. including Australia, Austria, Canada, China, Denmark, Finally, tremendous appreciation goes to our sponsors and Germany, India, Japan, Netherlands, Singapore, Switzerland, exhibitors, without whose generous and ongoing support the United Kingdom, and the United States. We are gratified our PIUG conferences could not take place. Our sponsors to welcome participating delegates from the following and exhibitors are full partners in PIUG’s efforts to flourish patent authorities: EPO, KIPO, SIPO, and the USPTO. Our and fulfill our mission to “support, assist, improve, and broad international participation attests to the consistently enhance the success of patent information professionals….” high quality of PIUG’s technical plenary programs. PIUG This Conference, where delegates, speakers, and sponsors offers most appreciative thanks to our keynote speaker, join together, represents our mission in action. Nicholas Belkin, for his theme-driven presentation, “Goals, Tasks, and Information Retrieval.” Our sponsors for the PIUG 2017 Annual Conference include: Search Technology, Evalueserve, BizInt, STN, Clarivate The success of PIUG’s conferences, indeed of PIUG itself, Analytics, GQ Life Sciences, Minesoft, Gridlogics, IFI CLAIMS, would be unachievable without the seemingly limitless ip.com, Questel, and Reed Tech. This year’s exhibitors energy, dedication, and persistence of our many volunteers. include: EPO, IP Korea Center, Nordic Patent Institute, I would like to thank the following people for their generous Intellectual Property Publishing House (IPPH), Anaqua, Ebsco, contributions to the success of this year’s Annual Conference: KAIPS, Perception Partners, and TPR. Please make it a point Heather Simmons, Jane Thompson, Zhifu Shu, Elliott Linder, to visit all the exhibits and attend the sponsored workshops Stephen Adams, Shelley Pavlek, Malcolm Hallam, Kartar to learn about the products and services that are available to Arora, Andrea Davis, Dominic DeMarco, Tom Wolff, Sandra enhance and facilitate your work. Unger, Suzanne