PIUG 2020 Monday & Friday Workshops

Patent Information Users Group, Inc.

Monday & Friday: WORKSHOPS

Taking Patent Information to the Next Level

Monday, October 26 – Friday, October 30  Virtual Meeting 2020 ANNUAL CONFERENCE

Meeting Book prepared by BizInt Solutions Inc., a proud sponsor of the 2020 PIUG Annual Conference

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PIUG 2020  Annual Conference  Virtual Meeting

 M O N D A Y M O R N I N G 8 : 0 0 A M – 12 : 0 0 P M | W O R K S H O P S

Why another monitoring tool? FIZ PatMon – Specific, Broad, and Flexible Sarah Stokes, Fiz-Karlsruhe 8:00 – 8:50 am click link

 ABSTRACT Would you like to monitor your patent portfolio or that of your competitors but fear the time-con- suming effort of manual checks? FIZ PatMon is the right tool for you to stay informed about new family members and changes to the legal status of patent applications while requiring minimal effort to set up the monitoring. Based on established, up-to-date INPADOC datasets upgraded with additions and standardizations from FIZ Karlsruhe – highly valued by STN users - , FIZ PatMon offers reliable worldwide surveillance of patent rights: • broad monitoring with all changes in a family or in the legal status • very specific monitoring on selected countries, legal status events or categories • links to Patent Office Registers and the Global Dossier  BIOGRAPHY Sarah Stokes is a chemist, an epidemiologist, and a librarian by training. She has worked with STN since 2004, as a librarian, a professional searcher, and an applications specialist and regional manag- er for the teams at CAS and FIZ Karlsruhe.

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PIUG 2020  Annual Conference  Virtual Meeting

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Why another monitoring tool? FIZ PatMon – Specific, Broad, and Flexible  Sarah Stokes, Fiz-Karlsruhe

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PIUG 2020  Annual Conference  Virtual Meeting

 M O N D A Y M O R N I N G 8 : 0 0 A M – 12 : 0 0 P M | W O R K S H O P S

Introducing PatBase 2.0, the biggest ever update to the PatBase Rahman Hyatt, Minesoft 9:00 – 9:50 am click link  ABSTRACT This workshop will showcase Minesoft’s most recent product enhancements, data, design and ana- lytics updates in PatBase. Users can now take advantage of lightning fast speed on a powerful patent database that can easily handle millions of documents at once. Working closely with user feedback, the Minesoft Develop- ment team has taken the opportunity to add to, update and improve many features. Rahman Hyatt will go through some of these new functionalities in a live demo, to show how PatBase 2.0 can trans- form the way you work.  BIOGRAPHY Rahman Hyatt has over 20 years’ experience in the Patent Information Industry and has been at Minesoft since the early history of the company. He grew up in France, Switzerland and the UK, and as a trilingual Business Studies graduate he gained experience in the Intellectual Property Field at Questel.Orbit and Dialog before joining Minesoft, working with companies on site in Europe, North America, Australia and Asia. Having trained clients on patent and trademark search tools extensively during his early career and acted as a Sales Manager across Europe, Rahman is an experienced senior member of the manage- ment team, a board director and shareholder of Minesoft. He plays an active role in business and product development and leads specific development projects for corporate clients in addition to overseeing the global sales and client services teams, combining his expertise in technology and patents. Whether you are already a Minesoft customer, or simply interested in finding out more about our suite of patent solutions – register today for the Minesoft workshop.

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PIUG 2020  Annual Conference  Virtual Meeting

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Introducing PatBase 2.0, the biggest ever update to the PatBase  Rahman Hyatt, Minesoft

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PIUG 2020  Annual Conference  Virtual Meeting

 M O N D A Y M O R N I N G 8 : 0 0 A M – 12 : 0 0 P M | W O R K S H O P S

Part 1: What’s new in Orbit Intelligence? Part 2: FAMPAT FOUNDATIONS, Detecting and Repairing the Dysfunctional Family Daniela Hoyas and LindaWilliams, Questel 10:00 – 10:50 am  ABSTRACT Part 1: Discover the most recent features of Orbit Intelligence improving the tool’s performance, usability and content. Don’t miss our new NPL database, US File Wrapper access, reassignment data and display and more!  BIOGRAPHY Daniela Hoyas is a multilingual professional (Spanish-English-French) with experience in innovation, R&D and design in different industries. She specializes in IP research and analytics and in the use of statistical and qualitative methods to evaluate different metrics in products, markets, and patents. She is a creative, proactive and detail oriented person, rigorous in analysis and clear in conclusions. During all my career she has worked with very diverse teams (different nationalities, cultures and disciplines), which has helped me develop very strong teamwork skills. She is capable of working in projects where observation, communication skills and the development of newmethodologies are key. She has an interdisciplinary background that combines different professional fields: Engineering with its scientific and technical foundation; Design with its research and innovation methodologies; and Humanities that help her give a social, cultural and human approach to all projects that she undertakes. Linda Williams is the Content Product & Project Manager for Questel patent databases Conceptual and technical designer of Pluspat, Fampat and other patent databases at Questel. Senior database Analyst at Orbit (until its integration into Questel in 1999) for DWPI (then exclusive on Orbit) and other Derwent database products. click link Part 2: Get a detailed look at quality assurance improvements added to Fampat family building pro- cess in 2020; with special attention to improving data quality.

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PIUG 2020  Annual Conference  Virtual Meeting

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Part 1: What’s new in Orbit Intelligence? Part 2: FAMPAT FOUNDATIONS, Detecting and Repairing the Dysfunctional Family  Daniela Hoyas and LindaWilliams, Questel

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PIUG 2020  Annual Conference  Virtual Meeting

 M O N D A Y M O R N I N G 8 : 0 0 A M – 12 : 0 0 P M | W O R K S H O P S

Meet the new Derwent Innovation Christopher Baldwin and Paul Torpey, Derwent 11:00 – 11:50 am

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 ABSTRACT Last year we were only able to show you screenshots of the new DI, today we’ll be providing a live demo of the recent enhancement. 1. Overview of recent enhancements since 2019 PIUG 2. UI/UX 3. New features to support search, analytics 4. Darts IP integration (litigation data) 5. Live demo of new UI/ UX covering, 6. Derwent Roadmap 7. What’s next for Derwent 8. Integration of product chem, Darts IP 9. Touch on CPA and our focus on smart acquisitions to better support the needs of the market 10. Q&A – 10 Minutes  BIOGRAPHY With nearly 20 years of experience in the IP analysis and benchmarking field, Christopher Baldwin helped research intensive organizations maximize their IP potential through sound insight backed by thorough technology and competitive IP assessments. Specializing in the chemical and material sciences, He has a proven record of influencing innovation and integrating IP with business strategy to realize the value of patent portfolios. Paul Torpey has been with the Clarivate Analytics business for more than 15 years and has held several roles across the organization. In his current role as Director of Product Management, Paul is directly responsible for managing the product life cycle for Derwent Innovation, including the product roadmap. Prior to joining the Derwent team in 2010, Paul spent a significant amount of time in the Scientific and Academic Research business of Clarivate Analytics supporting platforms such as the Web of Science. In his spare time Paul is involved with the National Multiple Sclerosis Society and is the team captain for the Clarivate Analytics Philadelphia cycling team that participates in fund raising activities for MS research and patient care.

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PIUG 2020  Annual Conference  Virtual Meeting

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Meet the new Derwent Innovation  Christopher Baldwin and Paul Torpey, Derwent

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PIUG 2020  Annual Conference  Virtual Meeting

 M O N D A Y A F T E R N O O N 12 : 0 0 P M – 4 : 0 0 P M | W O R K S H O P S

Get Up To Date with BizInt Smart Charts JohnWillmore, BizInt 12:00 – 12:50 pm click link

 ABSTRACT Join us for a review of the latest features in BizInt Smart Charts for Patents. Learn about new databases, new fields, and other improvements on STN, Orbit, PatBase, Derwent Innovation, and GenomeQuest. See how you can use the Update feature and the New Publications column to keep abreast of changes. And of course there will be time for your questions and requests (and dog videos) of importable results, additional exports.  BIOGRAPHY JohnWillmore is co-founder of BizInt Solutions Inc., and manages the development of all aspects of the BizInt Smart Charts product line. John has a B.S. in Electrical Engineering from Rice University and over 20 years of experience developing software to work with patent and IP sequence data. Outside of work, John plays ice hockey and enjoys training and competing with his longhaired dachshunds.

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PIUG 2020  Annual Conference  Virtual Meeting

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Get Up To Date with BizInt Smart Charts  JohnWillmore, BizInt

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PIUG 2020  Annual Conference  Virtual Meeting

 M O N D A Y A F T E R N O O N 12 : 0 0 P M – 4 : 0 0 P M | W O R K S H O P S

Preferred Patent Lineup and Automated Antibody Search Report Steve Allen, GenomeQuest 1:00 – 1:50 pm click link

 ABSTRACT 2020 has been an active year for GenomeQuest development and innovation. Significant updates to our Discover browser include an increase in the number of importable results, additional exports, and most importantly a Preferred Patent Lineup. The Preferred Patent Lineup enables a searcher to design and save sorts based on their preferences. Within GenomeQuest groupings, patent authority, legal status, and claims status can be sorted in a user defined order to bring the most significant data to the top of your list. These updates were put in place earlier in the year, and we are pleased to highlight exciting new automated antibody search methodology during our workshop.  BIOGRAPHY Steve Allen joined Aptean GenomeQuest in September of 2017, he is the Solutions Consultant for GenomeQuest & LifeQuest. Steve previously worked at Dupont and his background includes work in a patent group and work as a computational biologist in an agricultural discovery group. Steve has been working with sequence data of one form or another for over 25 years.

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PIUG 2020  Annual Conference  Virtual Meeting

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Preferred Patent Lineup and Automated Antibody Search Report  Steve Allen, GenomeQuest

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PIUG 2020  Annual Conference  Virtual Meeting

 M O N D A Y A F T E R N O O N 12 : 0 0 P M – 4 : 0 0 P M | W O R K S H O P S

Expanding Patentability: A Novel Approach Using a Non-Obvious Data Source Daniel Surwit, CPA Global 2:00 – 2:50 pm click link

 ABSTRACT A shared belief among patent researchers is that information enables decision quality and confidence. Consider for a moment your organization’s patentability decisions. The process likely involves a comprehensive prior art search, an analysis of prosecution histories of similar technologies, and an in-depth review of the patent’s business case. In spite of this approach, consider that more than 30% of patent applications to the USPTO are disposed or abandoned. One estimate suggests companies are wasting a combined $1.2 billion every year on applications that never grant! In this session, see how CPA Global’s Innography can help you get ahead of self- citations and avoid wasted application effort and expense.  BIOGRAPHY Daniel Surwit has been working with innovators and patent owners for over 5 years to understand their IP challenges and demonstrate the value of Innography product offerings and provide solutions.  Daniel has been fortunate to work with a customer base raging across tens of industries and professional disciplines, from Fortune 50 companies to startups, on a variety of matters ranging from data strategies to reports, presentations and other project deliverables. Before joining Innography, Daniel was a Licensing Associate for MPEG LA and a Business Analyst at the University of Texas at Austin’s Office of Technology Commercialization (OTC).   Daniel holds a Master of Science in Technology Commercialization from UT-Austin and undergraduate degrees in Political Science and French fromWake Forest University.

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PIUG 2020  Annual Conference  Virtual Meeting

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Expanding Patentability: A Novel Approach Using a Non-Obvious Data Source  Daniel Surwit, CPA Global

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PIUG 2020  Annual Conference  Virtual Meeting

 M O N D A Y A F T E R N O O N 12 : 0 0 P M – 4 : 0 0 P M | W O R K S H O P S

Overview of Meeting App & Social Time PIUG 3:00 – 4:00 pm

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PIUG 2020  Annual Conference  Virtual Meeting

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Overview of Meeting App & Social Time  PIUG

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PIUG 2020  Annual Conference  Virtual Meeting

 F R I D A Y M O R N I N G 8 : 0 0 A M – 11 : 5 0 A M | W O R K S H O P

AI assisted reading for faster understanding of patent texts Torsten Lindholm, IPscreener 8:00 – 8:50 am click link

 ABSTRACT In times of increased information overload and stressed deadlines it is more relevant than ever to use the time wisely in a search project. Prior art searching aims at finding relevant documents, but then considerable time is spent on identifying the proper text passages within and understand how/ why they are relevant to the case. IPscreener is the next generation search tool, also giving you AI assisted reading for faster understanding of a patent text. From a plain text input you get insights not only to relevant documents but as well zooming in on text passages you should start reading first. Of course with intelligent highlighting of terms, integrated reporting of work done and self-learning from improvements from actions taken.  BIOGRAPHY Torsten Lindholm is an IP professional with an entrepreneurial background focusing on developing and facilitating innovation workflows in close cooperation with clients. Torsten is business developer at IPscreener with specific aim on better searchability and usability of patent information. Torsten uses his long experience fromworking at Autodesk business development team supporting multi- ple technology areas worldwide. He has also the proficiency fromworking with innovation manage- ment in multiple startup organizations. Torsten has an LLM in Intellectual Property Law and is an active part of the Swedish Innovator Net- work Society. Join a workshop to learn more how IPscreener may assist your daily search work.

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PIUG 2020  Annual Conference  Virtual Meeting

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AI assisted reading for faster understanding of patent texts  Torsten Lindholm, IPscreener

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PIUG 2020  Annual Conference  Virtual Meeting

 F R I D A Y M O R N I N G 8 : 0 0 A M – 11 : 5 0 A M | W O R K S H O P

STN Patent Forum John Zabilski, CAS and JimBrown, FIZ Karlsruhe 9:00 – 11:50 am

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 ABSTRACT • What’s New on STN? • Performing Effective Freedom to Operate Searches on STNext®

 BIOGRAPHY John Zabilski – John is currently a Senior Principal Customer Success Specialist at Chemical Ab- stracts Service (CAS) who’s main responsibility is training strategic accounts on SciFinder-n and STNext. John has been employed by CAS for 39 years serving in editorial and several technical posi- tions, is a registered US Patent Agent (No. 59,626), and the chair of the PIUG Education and Training Committee. JimBrown – Jim is presently the Senior Key Account Manager for FIZ Karlsruhe in the U.S. His current duties at FIZ Karlsruhe Inc. include sales, customer trainings, authoring workshop manuals and presentations, and representing FIZ at conferences and exhibits. Jimwas on the PIUG Board of Directors from June 2010 to June 2012 in the position of secretary; from June 2012 to the present he has served on the PIUG Board of Directors as Vice-Chair.

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PIUG 2020  Annual Conference  Virtual Meeting

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STN Patent Forum  John Zabilski, CAS and JimBrown, FIZ Karlsruhe

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PIUG 2020  Annual Conference  Virtual Meeting

 F R I D A Y A F T E R N O O N 12 : 0 0 P M – 1 : 0 0 P M | W O R K S H O P

USPTO Initiatives: Cooperative Patent Classification (CPC) Christopher Kim, USPTO 12:00 – 1:00 pm click link

 ABSTRACT This workshop will provide latest updates on CPC. The CPC has been in force, since January 2013. The USPTO and EPO continue to make improvements to the CPC. Come hear about the latest developments in CPC, including redesign of the CPC data and products. • Discuss recent updates related to CPC

• Discuss redesign of CPC data and products • Q&A with USPTO CPC Subject Matter Expert

 BIOGRAPHY Christopher Kim is currently the director of the Classification Quality and International Coordination Division in the Office of International Patent Cooperation. Christopher Kim has been working on CPC since its development in 2011. He has over 23 years of experience working on international projects, including Trilateral and IP5 cooperation projects. Christopher Kim’s areas of expertise include patent information, documentation, standards, data exchange and classification.

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PIUG 2020  Annual Conference  Virtual Meeting

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USPTO Initiatives: Cooperative Patent Classification (CPC)  Christopher Kim, USPTO