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 PIUG Service Awards 42 Best Practices for Keeping Up With 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 2013 PIUG Hilton Alexandria Mark Center Attendees (by Company) 79 Alexandria, Virgina Hotel Floorplan 83 n Annual Meeting Annual n Alexandria VA 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: E M E RA Thomson Reuters L D S BizInt Solutions APPHIR Minesoft Questel E STN Article One Partners AM GenomeQuest IFI Claims E THY INTELLIXIR LexisNexis S T Search Technology/VantagePoint TPR International WIPS E Dialog Alexandria VA XHI n European Patent Office (EPO) Intellectual Property Publishing House (IPPH) B IT Korean Intellectual Property Offic (KIPO) O Linguamatics R S 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 2013 PIUG 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 Meeting Annual 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 Alexandria VA 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.