PIUG 2016 NORTHEAST CONFERENCE - BizInt Solutions · and Materials. Kartar has been an active...

September 26 – 28, 2016 Renaissance Woodbridge Hotel Iselin, New Jersey

PIUG 2016 NORTHEAST CONFERENCE

Meeting Book prepared by BizInt Solutions Inc., a proud sponsor of the 2016 PIUG Northeast Conference

Patent Information Users Group, Inc.

JOIN THE CONVERSATION: #PIUG16NE

7:00 am – 8:50 am Registration and Breakfast (Exhibits open)

8:50 am – 9:00 am Welcome and Introductory Remarks. Shelley Pavlek – Conference Chair Don Walter, Program Committee

9:00 am – 9:30 am (Keynote) The Changing Face of Patent Law and Our Profession. Henry Hadad, Deputy General Counsel (BMS)

9:30 am – 9:55 am Global Dossier & International Cooperation. Nelson Yang (USPTO)

9:55 am – 10:20 am America Invents Act (AIA) – What a Patent Searcher Should Know. Kartar Singh Arora (CPA Global)

10:20 am – 10:35 am Product Reviews – BizInt, STN, Global Patent Solutions

10:35 am – 11:05 am Break & Vendor Exhibits

11:05 am – 11:30 am US Patent Eligibility 101, an Update Matthew Mulkeen (Novartis)

11:30 am – 11:55 am Patent Searching/Prior Art a 200 Year Old Model: Time for a Change. Robert Grantham (Reveal-IP LLC)

11:55 am – 12:10 pm Product Reviews – GQ Life Sciences, Minesoft, PatentSight

12:10 pm – 1:10 pm Lunch

1:10 pm – 1:35 pm Technical Emergence: A New Family of Indicators. Alan Porter, Nils C. Newman, J. Garner, S. Carley (Search Technology, Inc.)

1:35 pm – 2:00 pm Machine Learning in Patent Analytics: Binary Classification for Prioritizing Search Results. Anthony Trippe (Patinformatics, LLC)

2:00 pm – 2:25 pm Strategic Analytics with the Patent Asset Index™. Christopher Baldwin (PatentSight GmbH)

2:25 pm – 2:50 pm The Value Proposition of Analytic Tools: Leveraging Your Patent Portfolio to Enhance Your Company’s Value. Dawn Owens (Thomson Reuters)

2:50 pm – 3:20 pm Break & Vendor Exhibits

3:20 pm – 3:45 pm Finding Patent Expiry & Exclusivity Data for Drugs. Sophie Bail (BMS)

3:45 pm – 4:10 pm Competitive Intelligence Techniques for the Patent Professional. Henry (Hal) Murray (ExxonMobil Research and Engineering Company)

4:10 pm – 4:35 pm Value & Visibility: Beyond the Patentability Search Barbara Hampton (Food for Thought Information Services)

4:35 pm – 5:00 pm What They Think of Us, Why They Need Us, and How to Keep Them Coming Back for More. Kerryn Brandt, Ph.D., Leonard E. Bogan, Ph.D, Susan E. Jones (Dow Chemical Company)

5:00 pm Closing Remarks.

5:30 pm Networking dinner @ Kona Grill (RSVP to Rick Williams – [email protected])

C O N F E R E N C E S C H E D U L E : T U E S D A Y , S E P T E M B E R 2 7

September 26 – 28, 2016 Renaissance Woodbridge Hotel Iselin, New JerseyPIUG 2016 NORTHEAST CONFERENCE

2016 NORTHEAST CONFERENCESeptember 26-28, 2016 Renaissance Woodbridge Hotel Iselin, New Jersey

T A B L E O F C O N T E N T S

Message from the Chair ..............................................................2

Thank You to Sponsors ...............................................................3

Tuesday Morning Speakers .......................................................4

Tuesday Afternoon Speakers ................................................. 18

Sponsor Information ................................................................. 34

Hotel Floorplan ........................................................................... 37

Attendees by Name .................................................................. 38

Attendees by Company ........................................................... 39

Workshops .................................................................................. 40

JOIN THE CONVERSATION: #PIUG16NE

PIUG 2016 Northeast Conference Iselin, New Jersey

Welcome to the PIUG 2016 Northeast Conference!

We are happy to be at a new venue this year, the Renaissance Woodbridge Hotel in Iselin, NJ. Our conference will be a 3-day event, starting with the STN Patent Forum, followed by the plenary sessions and ending with vendor-specific workshops.

This conference would not be possible without the generous support from our sponsors or without the dedication of a small group of volunteers. A big THANK YOU goes out to each and every one of them.

program committee:Don Walter (Chair), Julia Heinrich, Yateen Pargaonkar & Shelley Pavlek

planning committee:Conference Chair: Shelley Pavlek

Evaluations: Jennifer Sexton

Exhibit Hall: Jane Thompson

Meeting Book: Diane Webb

Photography: Jennifer Sexton

Publicity: Jeannette Fiala

Registration: Ken Koubek, Wei Zhang

Signage: Zhifu Shu

Sponsorship: Jane Thompson

Webpages: Rick Williams, Tom Wolff

Workshops: Sophie Bail

The program committee has worked very hard to put together a quality program which I hope you enjoy. Please support our sponsors by visiting our Exhibit Hall. Take a moment at the end of the conference to provide feedback on the evaluation forms. And consider volunteering for the PIUG 2017 Northeast Conference!

Shelley Pavlek Chair, PIUG 2016 Northeast Conference

Message from the Chair

2 PIUG 2016 Northeast Conference Iselin, New Jersey #PIUG16NE

gratefully acknowledges the generous support

provided by our sponsors. The meeting would not exist

without their support!

Platinum SponsorsBizInt Solutions

Global Patent SolutionsSTN International

Gold SponsorsGQ Life Sciences

Silver SponsorsMinesoft

PatentSight

Bronze SponsorsQuestel

3PIUG 2016 Northeast Conference Iselin, New Jersey

The Changing Face of Patent Law and Our ProfessionHenry Hadad, Deputy General Counsel (BMS)

9:00 – 9:30 am

ABSTRACT

The last decade has brought significant changes to the US patent system from the courts, Congress

and the PTO. Coupled with disruptive technological advances and a dynamic global landscape, the

actual right provided by a patent has never been so uncertain nor has the profession been so in flux.

We will discuss these developments and their impact on IP law, innovation, and the profession.

BIOGRAPHY

Henry Hadad is Senior Vice President and Deputy General Counsel, at Bristol-Myers Squibb Compa-

ny, where he is Chief Intellectual Property Counsel responsible for all aspects of patent and trade-

mark procurement, counseling, litigation, and policy. His office is located in Princeton, NJ. Henry

has practiced IP law for twenty-five years, with a focus on the pharmaceutical, biotechnology and

medical device industries. He previously held the position of Vice President and Associate General

Counsel at Schering Plough Corporation, where he was the Chief IP Counsel until 2009. Immediately

prior to joining BMS in 2011, he was Associate Patent Counsel at Johnson & Johnson, where he led

the comprehensive care medical device, vision and diagnostics patent group. Earlier in his career,

Henry was an attorney at Kenyon & Kenyon in New York and Sughrue, Mion in Washington, D.C.

Henry is a member of the Board of Directors of the Intellectual Property Owners Association, the

American Intellectual Property Law Association Education Foundation, and the Gibbons Institute

of Law, Science and Technology, at Seton Hall University School of Law. He is also a member of the

steering committee for the Coalition for 21st Century Patent Reform and for the Sedona Conference

working group on patent litigation best practices. Henry was an adjunct Professor at Seton Hall Law

School, and has frequently presented on intellectual property topics on behalf of academic institu-

tions, law associations, and industry groups.

Henry has a B.S. in Biology from Haverford College and a J.D., cum laude, from the American Univer-

sity, Washington College of Law.

M O R N I N G S P E A K E R S


The Changing Face of Patent Law and Our Profession Henry Hadad, Deputy General Counsel (BMS)


Global Dossier & International CooperationNelson Yang (USPTO)

9:30 – 9:55 am

ABSTRACT

The USPTO created the Office of International Patent Cooperation (OIPC) to Improve Global Patent

Prosecution and Work Sharing. To achieve this, the organization is developing tools and initiatives

that modernize existing systems. These benefit the user community by delivering cost savings,

reduced prosecution time, increased quality, and the certainty of IP rights. Key programs include the

Patent Prosecution Highway, Common Citation Document, the new Collaborative Search Programs

with Japan and Korea, and the future of global work sharing – Global Dossier. The Global Dossier

Initiative is a set of business services being developed by the five IP (IP5) Offices (USPTO, EPO, JPO,

KIPO, and SIPO) aimed at modernizing the global patent system and delivering benefits to all stake-

holders through a single portal/user interface. Global Dossier makes it easier for patent applicants to

quickly and easily view, monitor, and manage intellectual property (IP) protection around the world

by providing access to the dossiers of related applications filed at the IP5 offices. A highlight of this

session will be an overview of the enhancements and upcoming features of Global Dossier.

BIOGRAPHY

Nelson Yang is a patent business analyst in the Office of International Patent Cooperation at the

United States Patent and Trademark Office. At the USPTO, Mr. Yang has been involved in many key

initiatives, including the Global Dossier, the Global Patent Search Network (GPSN), the Hague Agree-

ment, and Patent End to End (PE2E).

Prior to being a patent business analyst, he was a biotechnology patent examiner at the USPTO. Mr.

Yang graduated from Johns Hopkins University with Bachelors of Science degrees in Biomedical En-

gineering and Computer Engineering, and a Master of Science in Engineering degree in Biomedical

Engineering.



Global Dossier & International Cooperation Nelson Yang (USPTO)


America Invents Act (AIA) – What a Patent Searcher Should KnowKartar Singh Arora (CPA Global)

9:55 – 10:20 am

ABSTRACT

The Leahy-Smith America Invents Act (AIA) was signed into law on September 16, 2011 making

significant changes to United States patent practice. The various provisions of AIA became effec-

tive on different dates and by now all provisions have been implemented. This presentation will

review some of the most notable changes such as first-to-file, post-grant review procedures, scope

of prior art and others with a particular emphasis on how these changes are affecting the field of

patent searching. The presentation will include guidance on best practices for dealing with changes

brought about by the AIA.

BIOGRAPHY

Kartar started his professional career in the laboratory with the Sherwin-Williams Company as a

research scientist and continued on that path for several years. However he soon became very

interested in the area of Intellectual Property. It started with prosecution of patents on his research

work and became more important as he became responsible for the management of IP at Johnson

Polymer and then at BASF. During this time he passed the Patent Bar and registered as a Patent

Agent with the USPTO. Kartar joined PIUG in 2000 as patent information and searching took more

importance in his professional career. He joined Landon IP (now part of CPA Global) in 2012 where

he is now responsible for management and execution of patent searches in the areas of Chemistry

and Materials. Kartar has been an active volunteer for PIUG, starting as web page editor and continu-

ing as Annual Conference Exhibits Committee chair and Annual Conference Program Committee

Co-Chair.



America Invents Act (AIA) – What a Patent Searcher Should Know Kartar Singh Arora (CPA Global)


US Patent Eligibility 101, an UpdateMatthew Mulkeen (Novartis)

11:05 – 11:30 am

ABSTRACT

Over the past the decade the Supreme Court of the United States has become more active in deciding

patent cases. Many of these decisions have been perceived as weakening patent rights and have caused

concern and confusion among some practicing patent attorneys. Court decisions related to the utility

and subject matter requirements of Section 101 of the US Patent Code have required both the USPTO and

Federal Circuit to change the way they analyze patent claim validity. This discussion will highlight some

key SCOTUS and Federal Circuit cases, and resulting changes to USPTO claim examination. Distinguishing

over prior art can now be important to meet the requirements of Section 101 (in addition to the traditional

102 and 103-based roles of prior art), which presents new challenges and opportunities when performing a

search related to patent claims.

BIOGRAPHY

Matt Mulkeen is a Senior Patent Attorney with the Oncology Business Unit of the Novartis Innovation Med-

icines Division in East Hanover, New Jersey. His responsibilities include providing patent and IP support for

global product teams that bring new drugs to the market for patients. Matt interacts with project teams

in both small molecules and biologics, and in various legal areas including client counseling, international

patent portfolio development and prosecution, as well as patent license agreements and other types of

agreements related to IP.

Prior to joining Novartis in 2008, Matt worked in private practice in the Washington D.C. office of Foley and

Lardner, working on patent drafting, prosecution and legal opinions, mostly in the pharmaceutical, chem-

ical, biologic or medical device areas. Matt was registered by the USPTO as a patent agent before attending

law school, during which time he worked full time in patent prosecution while attending the evening pro-

gram. Matt has a J.D. from the Georgetown University Law Center, an M.S. in Chemistry from George State

University and a B.A. in Japanese Language and Literature from Indiana University.



US Patent Eligibility 101, an Update Matthew Mulkeen (Novartis)


Patent Searching/Prior Art a 200 Year Old Model: Time for a ChangeRobert Grantham (Reveal-IP LLC)

11:30 – 11:55 am

ABSTRACT

On July 17th the Government Accounting Office released a pair of reports describing current PTO

procedures relating to prior art and patent quality. The reports describe how the PTO fails to mon-

itor patent search thoroughness and how the Office lacks a definition for what constitutes a quality

patent. In essence, the PTO is deficient in search acumen. Various recommendations are made

that will, if implemented, purportedly lead to enhanced patent quality. The GAO fails to recognize

qualities specific to the private sector patent searcher that provide lessons relevant to both the PTO

and patent examiners, e.g. public sector searchers. The fact that patent examiners engage in patent

searching is a 200 year old construct. Failure to recognize insights from the private sector is a reflec-

tion of two PTO rules that unintendedly diminish the search function and relegates private sector

searchers to the status of non-stakeholders. As long as the two rules remain in effect, lessons from

the private sector search community will have no impact on patent quality. The two GAO reports

present a very good opportunity for PIUG, that is – the public sector searcher community, to partici-

pate in the patent quality debate.

BIOGRAPHY

Mr. Grantham began his career as a patent searcher with a small search firm in 1989. After one-and-

a-half years he took a position with the Washington DC law firm Nixon and Vanderhye where he

stayed for the next 18 years becoming the search department manager. Robert left N&V at the end

of 2008 to become a search consultant. He works out of the public searchroom at the USPTO and

uses EAST to access patent material. Robert is a generalist and has done work for several fortune

500 companies as well as for smaller inventors across a broad range of inventive fields. His focus is in

the mechanical and electro-mechanical arts. Robert’s academic background is in Technology Policy.



Patent Searching/Prior Art a 200 Year Old Model: Time for a Change Robert Grantham (Reveal-IP LLC)


DECISIONS ARE ONLY AS GOOD AS THE DATA UPON WHICH THEY RELY.

Global Patent Solutions, LLC (GPS) is an intellectual property research and consulting Þrm specializing in patent and non-patent literature searching.We were founded to meet the demanding needs of IP professionals around the world for high quality patent research and consulting. We provide solutions for IP attorneys, patent agents, business leaders, R&D teams, universities, Entrepreneurs and inventors.

Our expert research team includes patent agents, former patent examiners from the United States Patent & Trademark Office, patent engineers and patent attorneys in a variety of disciplines. All of our work is protected by our extensive company policies regarding conÞdentiality and we have a Quality Assurance Policy in place to guarantee the quality of our work.

The nation’s leading patent research firm.

(877) 758–8634 • 1375 N. Scottsdale Road, Suite 330 • Scottsdale, AZ 85257 [email protected] • www.globalpatentsolutions.com


DECISIONS ARE ONLY AS GOOD AS THE DATA UPON WHICH THEY RELY

With more than 120 highly skilled Research Analysts on staff, our biotechnology and medical device teams alone have more than 100 years of combined experience. WE provide efÞcient and thorough intellectual property search services to deÞne the state-of-the-art in your speciÞc technology Þeld and uncover relevant patent and non-patent data. YOU use our data to make informed innovation and investment decisions regarding the commercialization of your medical technology.

The nation’s leading patent research firm.

(877) 758–8634 • 1375 N. Scottsdale Road, Suite 330 • Scottsdale, AZ 85257 [email protected] • www.globalpatentsolutions.com


CONTENT.POWER.RELIABILITY.

PRECISE SEARCHING FOR PROFESSIONALS

www.cas.orgFor more information, visit the STN booth today!

When it comes to searching, trust the experts. STN is the most complete search and retrieval platform for the world’s disclosed scientific and technical research. Only STN offers CAS REGISTRYSM 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?


What if you could locate a chemical substance of interest within a full-text patent in seconds?

You can – with PatentPak™!PatentPak in STN® radically reduces the time it takes to track down hard-to-find chemistry within patents. You can pinpoint the specific location of a substance of interest with one click.Why spend time hunting for the chemistry in patents when CAS analysts have already found it for you?

Learn more at www.cas.org/PatentPak.

CAS


Technical Emergence: A New Family of IndicatorsAlan Porter, Nils C. Newman, J. Garner, S. Carley (Search Technology, Inc.)

1:10 – 1:35 pm

ABSTRACT

The Intelligence Advanced Research Projects Activity (IARPA) Foresight and Understanding from Sci-

entific Exposition (FUSE) program has stimulated development of indicators of technical emergence.

Search Technology has developed a practical mechanism to generate usable emergence indicators

from R&D publication or patent data. Taking a target set of patent abstract records on a topic of

interest, a script identifies title and abstract terms that match a sharp growth pattern predicated for

technical emergence. We then go an extra step to distinguish “players” (individuals, organizations,

or countries) who are dominating the emergent activity on the topic in question. We present a case

analysis on a broad, enduring emergent technology – addressing PatStat “nanotechnology” search

results to identify emergent topics within the domain and spotlight the leading players. We show

the process and discuss its utility in identifying cutting-edge players for enhanced technology intel-

ligence.

BIOGRAPHIY

Alan Porter (Presenting) is Director of R&D for Search Technology, Inc., Norcross, GA (producers of

VantagePoint and Thomson Data Analyzer software) and Co-director of the Georgia Tech Program in

Science, Technology & Innovation Policy (STIP). He is an author of many articles and books, including

Tech Mining (Wiley, 2005) and Forecasting and Management of Technology (Wiley, 2011). Search

Technology anticipates National Science Foundation support to pursue emergence scoring in con-

junction with researcher ID (ORCID).

Publications available at: http://www.researchgate.net/profile/Alan_Porter4.

A F T E R N O O N S P E A K E R S


Technical Emergence: A New Family of Indicators Alan Porter, Nils C. Newman, J. Garner, S. Carley (Search Technology, Inc.)


Machine Learning in Patent Analytics: Binary Classification for Prioritizing Search ResultsAnthony Trippe (Patinformatics, LLC)

1:35 – 2:00 pm

ABSTRACT

Binary classification provides a means for categorizing large collections of patent documents into the

references that are likely to be of highest interest to the patent information professional, and those that

are likely not related, but were still retrieved in a broad search. One method for performing a binary

classification is by employing a Support Vector Machine, a supervised machine learning algorithm use-

ful in this type of work.

During this discussion general principles behind machine learning methods, and practical uses of Sup-

port Vector Machines for patent analytics will be covered. A practical example will also be provided on

how this method can be used in practice.

BIOGRAPHY

Anthony (Tony) Trippe is Managing Director of Patinformatics, LLC. Tony has been a patent information

professional for twenty years, and has spent the last eighteen specializing in technical intelligence,

patent analytics and patent landscape reports. Tony is also an Adjunct Professor of IP Management and

Markets at Illinois Institute of Technology teaching a course on patent analysis, and tools. Mr. Trippe is an

influential thought leader in the patent analysis space, has been named one of the Top 300 IP Strategists

by IAM Magazine, and invented the term Patinformatics. He is also the author of the popular Patinfor-

matics blog.



Machine Learning in Patent Analytics: Binary Classification for Prioritizing Search Results Anthony Trippe (Patinformatics, LLC)


Strategic Analytics with the Patent Asset Index™Christopher Baldwin (PatentSight GmbH)

2:00 – 2:25 pm

ABSTRACT

The Patent Asset Index™ is the scientifically validated KPI for patent portfolio strength and innova-

tiveness. In this session you will learn how the methodology works and how it is used by leading

companies around the world for both internal management and external communication, e.g. in an-

nual reports. Internally it is used to provide strategic insights along the entire IP lifecycle, for example

in R&D strategy, competitive benchmarking, portfolio optimization, licensing, M&A, and identifica-

tion of disruptive technologies.

BIOGRAPHY

Chris joined PatentSight GmbH in May as a Senior Consultant supporting their North American

clients. Prior to joining PatentSight GmbH, he worked for the DuPont Company for 19 years. 14 of

those years were dedicated to patent searching and analysis, covering many disciplines such as poly-

mer science, material science, and bio-synthetic chemistry.



Strategic Analytics with the Patent Asset Index™ Christopher Baldwin (PatentSight GmbH)


The Value Proposition of Analytic Tools: Leveraging Your Patent Portfolio to Enhance Your Company’s ValueDawn Owens (Thomson Reuters)

2:25 – 2:50 pm

ABSTRACT

In an innovation driven market, companies’ derive a significant percentage of their value from

intangible assets, specifically their patent portfolios. Given the steady incline of patent filings, the

declining and/or stagnant IP budgets, along with the fact that 40 percent of patents are rejected;

management and the IP departments often struggle to develop a proactive approach to proof the

value of the existing IP and to foster investment into a larger portfolio. This presentation will discuss

the utilization of analytic tools to optimize a company’s ability to develop a strategic framework and

how this strategic framework can help build an aggressive portfolio which simultaneously drives

revenue and prevents competitors from gaining prominence in the industry.

BIOGRAPHY

Dawn Owens recently joined Thomson Reuters as a Patent Product Specialist, with a distinguished

legal background in patent law and as a former customer-user of Thomson Innovation. Dawn is a

registered US patent attorney and is admitted to practice in the state of Florida as well as with the

USPTO. Dawn earned her B.S. in Electrical Engineering from the University of North Florida and

has her Lean Six Sigma Yellow Belt certification. Dawn also holds certifications in Advanced Legal

Research, Writing, and Drafting and International and Comparative Law. Prior to joining Thomson

Reuters, Dawn gained corporate industry experience working at Johnson & Johnson Vision Care and

at a private firm as a Patent Law associate, conducting research for and drafting patent applications.



The Value Proposition of Analytic Tools: Leveraging Your Patent Portfolio to Enhance Your Company’s Value Dawn Owens (Thomson Reuters)


Finding Patent Expiry & Exclusivity Data for DrugsSophie Bail (BMS)

3:20 – 3:45 pm

ABSTRACT

While key for business decisions, surveillance of Intellectual Property drug portfolios can be

time-consuming, redundant and costly. This presentation suggests an efficient process and targeted

data sources for collecting such information that will yield to a comprehensive and standardized

package of patent information that enables more transparency to mitigate duplication. For each

product of interest, the output includes a synthesized overview of patent expiry, patent extension

and regulatory exclusivity data.

BIOGRAPHY

Sophie joined Bristol-Myers Squibb, Hopewell, NJ, as a Patent Specialist in October 2015. Previously,

she was a Research Scientist at Genesis Biotechnology Group, Hamilton, NJ, working on the design,

development and implementation of high-throughput drug screenings for oncology therapeutics.

She completed a Ph.D. in Cell and Molecular Biology at the University of Caen, Normandy, France,

followed by an American Heart Association postdoctoral fellowship at Rutgers University, Piscat-

away, NJ. She co-authored several research publications, reviews and book chapters covering mul-

tiple topics in biotechnologies. Sophie’s professional interest lies at the intersection of science, legal

and financial analysis. She is a candidate in the Chartered Financial Analyst (CFA) Program.



Finding Patent Expiry & Exclusivity Data for Drugs Sophie Bail (BMS)


Competitive Intelligence Techniques for the Patent ProfessionalHenry (Hal) Murray (ExxonMobil Research and Engineering Company)

3:45 – 4:10 pm

ABSTRACT

Patent information is highly structured, diverse, and represents a source of data that can be analyzed for

competitive intelligence [CI] purposes. There is a domain between identifying a “killer patent” and the vast

area nebulously referred to as “Big Data”, “Data Analytics” or “The Cloud.” This terrain is not fully appreciated,

yet accessible to search professional with conventional tools of the trade.

The domain between the extremes is the focal point of this presentation. Techniques and approaches can

be employed which identify otherwise non-obvious art or bring some clarity to larger patent groups.

This presentation is meant to help bringing patents to the forefront in CI space as well as initiate further

thought and discussion for both the patent professional and database providers alike.

BIOGRAPHY

Hal Murray was formally trained as an inorganic chemist, Eastern Kentucky University and Yale University,

then broadened his background with postdoctoral studies at the University of Bayreuth, Germany and Texas

A&M University. Hal joined Exxon Research and Engineering in 1989 and in 1996 joined the Information Re-

search and Analysis Group. Hal is a member of the El EnCompass vocabulary task force. In addition to patent

searching, Hal’s other professional interests include competitive intelligence and data visualization.



Competitive Intelligence Techniques for the Patent Professional Henry (Hal) Murray (ExxonMobil Research and Engineering Company)


Value & Visibility: Beyond the Patentability SearchBarbara Hampton (Food for Thought Information Services)

4:10 – 4:35 pm

ABSTRACT

Novice inventors and entrepreneurs often come late to the intellectual property dance, focusing on es-

tablishing the novelty of an invention and taking home the grant of patent rights. PIUG and its members

understand the wide range of valuable business information that can be mined from patent records. By

demonstrating the ways these pieces can add value to a business idea, we add visibility to the role of the

patent information professional.

This presentation is from the perspective of the individual client, with updates on USPTO services relevant to

those individuals and to professional searchers. We will examine questions that patent records can answer

for inventors and entrepreneurs and evaluate ways to connect to this audience. As Sy Syms often said, “an

educated consumer is our best customer” – better results for the user, increased appreciation and use of

patent data mining. We will discuss opportunities for presenting and writing for novice inventors and entre-

preneurs, as well as IP law firms, including:

» Government-sponsored business forums

» Business and inventor groups

» Patent & Trademark Resource Centers

» USPTO national and regional office events

» Patent attorney organizations

» Social media

» News media

» Online publications

BIOGRAPHY

Barbara Hampton served as a patents & trademarks librarian at the USPTO’s Patent and Trademark Resource

Center at Sacred Heart University from 2008-2016, designated as the PTRC Representative, 2014-2016. She

left academic librarianship this summer to focus on custom research, information services, and writing. She

is currently preparing articles for publication on patent history, patents in STEM education, and universi-

ty applications of patent information. She became an academic reference librarian, a second career after

retiring from general practice as an attorney. She received a B.A. in economics and government from St.

Lawrence University, J.D. from the University of Connecticut, and M.L.S. from Southern Connecticut State

University. She has presented to a variety of government, business, professional, and community groups

about patent research and published on patent topics. She received PIUG’s Brian Stockdale Award in 2015.

Currently, she serves on PIUG’s Social Media and Member Relations Committees.



Value & Visibility: Beyond the Patentability Search Barbara Hampton (Food for Thought Information Services)


What They Think of Us, Why They Need Us, and How to Keep Them Coming Back for MoreKerryn Brandt, Ph.D., Leonard E. Bogan, Ph.D, Susan E. Jones (Dow Chemical Company)

4:35 – 5:00 pm

ABSTRACT

The Search & Analysis Services (SnAS) group at Dow provides a full range of technical/patent search tools

and services to a global R&D community. Based on recent survey results, clients most value us in IP prepara-

tion or defense and in helping them to explore new ideas or technologies, projects often requiring sophis-

ticated tools and analysis – all of which take considerable time. Yet there remain opportunities to expand

our service: surveys also revealed that less than half of “potential” users sought help from us, almost 60% of

non-users were unaware of us despite very frequent outreach and training events, and when asked “Which

(technical search) tools have you used in the past year?,” the response “Google [Scholar]” far outnumbered

the next named subscription search tool on the list. Given limited staff resources and often flat or declining

budgets, how can SnAS groups balance the demands of improving client self-service through training vs.

providing SnA service, and also decide on the best mix of breadth vs. depth of service to maximize their

value to the organization? We will present data from our surveys and provide examples from our service to

generate discussion about this important topic.

BIOGRAPHIES

Kerryn joined Dow Chemical in 2009 via its acquisition of Rohm and Haas, where he started work in 1997. He

has been a technical searcher or leader of the Search and Analysis Services group since then. Prior expe-

rience includes eight years in information services, research, and teaching at Johns Hopkins University’s

Welch Medical Library and three years in polymer R&D at Procter and Gamble. He has an M.L.S. (University

of Maryland), a Ph.D. in Chemistry/Macromolecular Science & Engineering (University of Michigan) and a B.S.

in Chemistry (Rensselaer Polytechnic Institute).



What They Think of Us, Why They Need Us, and How to Keep Them Coming Back for More Kerryn Brandt, Ph.D., Leonard E. Bogan, Ph.D, Susan E. Jones (Dow Chemical Company)


Platinum SponsorsBIZINT SOLUTIONS, INC.

BizInt Solutions, Inc. produces BizInt Smart Charts software to help information analysts create, customize and dis-

tribute multi-database reports and visualizations from drug pipeline, clinical trial, patent and gene sequence data-

bases. 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.

GLOBAL PATENT SOLUTIONS

Global Patent Solutions, LLC (GPS) is an intellectual property research and consulting firm founded to meet the

demanding needs of Inventors and IP professionals around the world for high-quality patent research and consult-

ing. We currently service IP Attorneys, Patent Agents, Business Leaders, R&D Teams, Universities, Entrepreneurs and

Inventors.

STN

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 from Thomson Reuters’ Derwent World Patents Index®

and the various INPADOC databases on a single platform. Celebrating its 30th anniversary this year, intellectual prop-

erty professionals and patent examiners at the world’s major patent offices and research organizations rely on STN

for their information needs. STN is operated jointly by CAS and FIZ Karlsruhe worldwide.

Gold SponsorsGQ Life Sciences

GQ Life Sciences, Inc. is a global life science information and search company. Formerly known as GenomeQuest, Inc.,

we changed our name in September of 2015 to highlight the fact that the product GenomeQuest has become a well-

known brand within the industry. GQ Life Sciences is proud to offer its second major product, LifeQuest, alongside its

flagship GenomeQuest software. Our dedication to serving the life sciences industry with technological innovation

and by assembling an incredible team is widely recognized by industry leaders. We serve all top 10 pharmaceutical

companies, all five top agrochemical and seed companies, hundreds of biotech companies, law firms, diagnostic

labs, and patent offices around the world.


Our new interface is designed to help you achieve more from We've added new features and made existing ones easier to use

Now available for demo!

Expand your search by connecting LifeQuest and GenomeQuest

Export sequence search results to LifeQuestRetain search results from LifeQuest and GenomeQuest in a single fileMove easily between the two systemsSearch for documents that contain sequences in LifeQuest


chemical explorerExtract essential chemical information from full text patents with Chemical Explorer

• Perform a chemical structure search against FULL TEXT• Instantly retrieve compounds occurring throughout the document• Patent documents publishing in English language, German, French, Japanese, Chinese and Korean

Chemical Explorer, TextMine and PatBase: a unique, powerful combination to instantly identify and review the exact location of the chemical compound in the full text of patent documents as never before

www.minesoft.com/chemical-structure-searching

R&D STRATEGY

TRENDS

M&A

BENCHMARKING

LICENSING

PORTFOLIO MGMT

AN ANALYTICS PLATFORM CREATED FOR STRATEGIC IP MANAGEMENT

PatentSight offers an unparalleled patent analyticsplatform enabling you to take the quality of patentsinto account using the Patent Asset Index™.

6 of the top 10 chemical companies in the world usePatentSight for their IP strategy development andportfolio management needs.

A PLATFORM BUILT TO DRIVE DECISIVE ACTION

WWW.PATENTSIGHT.COM


Workshops:

Monday: Gold - Mezzanine

Wednesday: Crystal B - Ground

Sessions: Crystal - Ground

Exhibits: Ruby - Ground

Hotel Floorplan


Agulian, Arda ...........................................BASFAllison, Kenneth .....................................Janssen R&DAntos, Brian ..............................................Arora, Kartar Singh ................................CPA GlobalAscenzi, Robert ......................................BASFBail, Sophie ...............................................Bristol-Myers SquibbBaldwin, Christopher ...........................PatentSightBell, Jordan ...............................................Global Patent SolutionsBellavia, Andrew .................................... IP.comBrandt, Kerryn .........................................Dow Chemical CompanyBrown, Jim ................................................FIZ KarlsruheBrumlik, Charles .....................................NanobizBurgess, Lora ...........................................Chemical Abstracts ServiceBushey, Mark ............................................ExxonMobilButler, Barbara .........................................SanofiCampbell, Timothy ...............................MinesoftCarroll, David ...........................................Chemical Abstracts ServiceCullen, Thomas .......................................SandozD’Ambra, A.J. ...........................................Novartis DeMarco, Dominic ................................DeMarco IPDible, Benjamin ......................................SanofiDickens, David.........................................ConsultantDoudement, Julien ...............................GQ Life SciencesEberle, Matt ..............................................BizInt SolutionsFedors, Maurica ......................................BASFFeeley, Owen ...........................................ExxonMobilFitzgerald, John ......................................Kirkland & EllisGrantham, Robert .................................Reveal-IP LLCHadad, Henry ..........................................Bristol Myers SquibbHallam, Malcolm ....................................ExxonMobilHampton, Barbara.................................Food for Thought ResearchHarkleroad, Bryan ..................................Chemical Abstracts ServiceHeinrich, Julia ..........................................Bristol-Myers SquibbHelble, Tina ...............................................Hogan LovellsHertzog, Scott .........................................Chemical Abstracts ServiceHoffenberg, Wendi ...............................WilmerHaleKoubek, Kenneth ...................................Koubek Info Cons. Serv.Linder, Elliott ............................................Lindquist, Rosanna ...............................Hershey CompanyLiu, Hongbo .............................................ExxonMobilLiu, Xiangyu .............................................BMSMatthews, Michael ...............................Canadian IPOMendelson, Seth....................................EisaiMiller, Jim...................................................University of MarylandMiller, Kimberly .......................................Novartis Mosher, Michael .....................................Global Patent SolutionsMurray, Henry .........................................ExxonMobil

Olkowski, Stacy .......................................Thomson ReutersOstanock, Phillip ....................................MinesoftOwens, Dawn .......................................... IP & SciencePargaonkar, Yateen ...............................Riser IP LLCPavlek, Shelley .........................................Bristol Myers SquibbPoolman, Robert....................................MinesoftPorter, Alan ...............................................Search Technology Inc.Richter, Marco ..........................................PatentSightRobidoux, Philip .....................................GQ Life SciencesRobins, Suzanne ....................................Patent Info ServicesSaluja, Sunita............................................SanofiSchreiber, Keith .......................................PfizerSelman, Mary ..........................................Rohto-MentholatumSexton, Jennifer ......................................Chemical Abstracts ServiceStokes, Sarah ............................................FIZ KarlsruheSukhdeo, Mohani ..................................SanofiSweet, Brian .............................................Chemical Abstracts ServiceTerlizzi, Joseph ........................................QuestelThere, Amruta .........................................Thompson, Jane ....................................Eisai Inc.Toth, Paulette ..........................................Kirkland & EllisTran, Lisa ....................................................USPTOTrippe, Anthony .....................................PatinformaticsTurner, Elyse .............................................Unger, Sandra .........................................Walter, Donald ........................................Chemical Abstracts ServiceWeinbrecht, Philip .................................Self-EmployedWeiss-Nolen, Monica ...........................Sanofi PasteurWilliams, Richard ....................................Zoetis IncWillis, Sandra............................................PepsiCoWillmore, John ........................................BizInt SolutionsWolff, Thomas .........................................Wolff Information ConsWooten, Ceshea .....................................GenentechYang, Nelson ............................................USPTOYang, Yun Yun .........................................Bristol Myers SquibbYates, Martha ...........................................Monsanto CompanyZhang, Wei ...............................................University of Maryland

A T T E N D E E S B Y N A M E


BASF .............................................................Arda AgulianBASF .............................................................Robert AscenziBASF .............................................................Maurica FedorsBizInt Solutions .......................................Matt EberleBizInt Solutions .......................................John WillmoreBMS ..............................................................Xiangyu LiuBristol Myers Squibb ............................Henry HadadBristol Myers Squibb ............................Shelley PavlekBristol Myers Squibb ............................Yun Yun YangBristol-Myers Squibb ...........................Sophie BailBristol-Myers Squibb ...........................Julia HeinrichCanadian IPO ...........................................Michael MatthewsChemical Abstracts Service ..............Lora BurgessChemical Abstracts Service ..............David CarrollChemical Abstracts Service ..............Bryan HarkleroadChemical Abstracts Service ..............Scott HertzogChemical Abstracts Service ..............Jennifer SextonChemical Abstracts Service ..............Brian SweetChemical Abstracts Service ..............Donald WalterConsultant ................................................David DickensCPA Global ................................................Kartar Singh AroraDeMarco IP ...............................................Dominic DeMarcoDow Chemical Company ..................Kerryn BrandtEisai ..............................................................Seth MendelsonEisai Inc. ......................................................Jane ThompsonExxonMobil ..............................................Mark BusheyExxonMobil ..............................................Owen FeeleyExxonMobil ..............................................Malcolm HallamExxonMobil ..............................................Hongbo LiuExxonMobil ..............................................Henry MurrayFIZ Karlsruhe ............................................Jim BrownFIZ Karlsruhe ............................................Sarah StokesFood for Thought Research .............Barbara HamptonGenentech ................................................Ceshea WootenGlobal Patent Solutions ......................Jordan BellGlobal Patent Solutions ......................Michael MosherGQ Life Sciences ....................................Julien DoudementGQ Life Sciences ....................................Philip RobidouxHershey Company ................................Rosanna LindquistHogan Lovells ........................................Tina HelbleIP & Science ..............................................Dawn OwensIP.com ..........................................................Andrew BellaviaJanssen R&D ............................................Kenneth AllisonKirkland & Ellis .........................................John FitzgeraldKirkland & Ellis .........................................Paulette TothKoubek Info Cons. Serv. ......................Kenneth KoubekMinesoft.....................................................Timothy Campbell

Minesoft.....................................................Phillip OstanockMinesoft.....................................................Robert PoolmanMonsanto Company ............................Martha YatesNanobiz ......................................................Charles BrumlikNovartis .....................................................A.J. D’AmbraNovartis .....................................................Kimberly MillerPatent Info Services ..............................Suzanne RobinsPatentSight ...............................................Christopher BaldwinPatentSight ...............................................Marco RichterPatinformatics .........................................Anthony TrippePepsiCo.......................................................Sandra WillisPfizer ............................................................Keith SchreiberQuestel .......................................................Joseph TerlizziReveal-IP LLC ...........................................Robert GranthamRiser IP LLC ................................................Yateen PargaonkarRohto-Mentholatum ...........................Mary SelmanSandoz ........................................................Thomas CullenSanofi ..........................................................Barbara ButlerSanofi ..........................................................Benjamin DibleSanofi ..........................................................Sunita SalujaSanofi ..........................................................Mohani SukhdeoSanofi Pasteur .........................................Monica Weiss-NolenSearch Technology Inc. ......................Alan PorterSelf-Employed ........................................Philip WeinbrechtThomson Reuters ..................................Stacy OlkowskiUniversity of Maryland .......................Jim MillerUniversity of Maryland .......................Wei ZhangUSPTO .........................................................Lisa TranUSPTO .........................................................Nelson YangWilmerHale...............................................Wendi HoffenbergWolff Information Cons ......................Thomas WolffZoetis Inc ...................................................Richard Williams

A T T E N D E E S B Y C O M P A N Y



Monday, Oct 12 Workshop Location

9:00 am – 3:00 pm STN Patent ForumInstructors: Lora Burgess and Jim Brown

Gold Room

Wednesday, Oct 14 Workshop Location

8:30 am – 10:30 am USPTO WorkshopUSPTO New Initiatives: Global Dossier and Patent CenterInstructors: Lisa Tran and Nelson Yang

Crystal B

10:45 am – 11:45 am Global Patent Solutions WorkshopSearch Methodology: As Important as the Tools and DatabasesInstructors: Jordan Bell and Michael Mosher

Crystal B

C O N F E R E N C E W O R K S H O P S

PIUG 2017Biotechnology Conference

FEBRUARY 27 – 28Embassy Suites – Boston Logan Airport

Boston, MA

PIUG 2017Annual ConferenceMAY 20 – 25Crown Plaza Atlanta Perimeter at RaviniaAtlanta, GA

Patent Information Users Group, Inc. • 40 E. Main Street, #1438 • Newark, DE 19711Phone: (302) 660-3275 • Email: [email protected] • www.piug.org

KEY MEMBER BENEFITS

SAVE THESE DATES!

Attendee comments from a previous PIUG conference:

“Timely training on currentTECHNIQUES and TOOLS”

“A good mix of relevant topics”

“helped me a great deal insearch and analysis for my projects”

“EXCELLENT... speakers from variety ofindustry and backgrounds”

“My first PIUG annual meeting and overall it was a great experience. As a first time attendee and speaker, I was initially intimidated, but so many of the “regulars” were open and welcoming, it was actually less stressful than I expected. The first timer’s

meeting was a blast, due in part to the great volunteers. I’m looking forward to attending next year now that I know better what to expect”

“Well done! Smoothly run andinformative content and exhibits”

“It is a great opportunity to talk with peers, get new ideasand be reminded of the essentials. I thoroughly enjoy the conference.”

PIUG Membership Directory(Members-Only Site)

Members-only access to ConferenceProceedings (Annual, Biotech, andNortheast Conferences)

Access to PIUG Salary Surveys

Discounts for World Patent Information,Pharmaceutical Patent Analyst & JSTOR

Quarterly e-Newsletter & Archive Access

Enhanced functionality on PIUG Wiki

Ongoing professional trainingthrough conferences and workshops

Access to PIUG LinkedIn group

You’re the patent expert.

www.bizint.com

Leverage IP data from the leading commercial sources

STN (Classic & New)

TotalPatent

Questel Orbit.com

Thomson Innovation

Minesoft PatBase

GenomeQuest

• Integrate timely data and unique content from each source.

• Quickly create reports combining sequence and IP data.

• Select and summarize data based on your database rankings and rules.

We’ve moved!We’ve relocated our headquarters to beautiful Washington state in the Pacific Northwest.

SEATTLE

WASHINGTO

N

• New in Version 4: support for new STN; new fields in PatBase, Orbit, GenomeQuest; new Summary Record export.

PIUG 2016 NORTHEAST CONFERENCE - BizInt Solutions · and Materials. Kartar has been an active...

Documents

Transcript of PIUG 2016 NORTHEAST CONFERENCE - BizInt Solutions · and Materials. Kartar has been an active...