PIUG 2023 - ABOUT PIUG

Contents Message from the Chair Thank you to Sponsors 3 About Patent information users group (PIUG) 4 PIUG Board of Directors 5 PIUG Volunteers! 5 Milestones 6 Service Awards 6 Brian Stockdale Memorial Award 7 Stu Kaback Business Impact Award 8 2

2023 ANNUAL

CONFERENCE An International Conference for Patent Information Professionals

BACKGROUND & INFORMATION

Westin Alexandria Alexandria, Virginia

Meeting Book prepared by BizInt Solutions Inc., a proud sponsor of the 2023 PIUG Annual Conference

2023 Annual Conference  About PIUG

Message from the Chair

My sincere thanks to our Administrative Coordinator, Ken Koubek, who worked many days and nights with the hotel staff, vendors, speakers and others to make this meeting possible. I would also like to thank other PIUGmembers who have volunteered to take care of other items related to the Annual Meeting, including Chris Baldwin, Ron Kaminecki, Dominic DeMarco, Shelley Pavlek and Diane Webb. Finally, on behalf of the PIUG, I personally want to acknowledge tremendous support from our sponsors and exhibitors, without whose generous and ongoing support our PIUG conferences could not take place. I concur with a past statement from Shelly Pavlek - “that our sponsors and exhibitors are full partners in PIUG’s efforts to flourish and fulfill our mission to ‘support, assist, improve, and enhance the success of patent information professionals’. This Conference, where delegates, speakers, and sponsors join together, represents our mission in action.” Our Gold sponsors for the PIUG 2023 Annual Conference include: CAS and IFI Claims. Our Silver sponsors include: Aptean GenomeQuest, BizInt Smart Charts, Clarivate, Minesoft and PatSnap. Our Bronze sponsors include Lexis-Nexis and VantagePoint. This year’s exhibitors include: DorothyAI, IPactory, Questel, Lighthouse IP and Sun IP. Please make sure to take advantage of the opportunities to learn more about their offerings to help you with your work. Please note that our Annual Business Meeting will take place on Wednesday, May 17th from 11 am to 12:30 pm ET. The meeting will be open to all registrants and PIUG Members. We hope to see many of you online for that event. The PIUG Board is thrilled that you are able to join us and your fellow patent information professionals for a terrific technical program to get to know and exchange experience and expertise with your colleagues from around the globe.

It is my pleasure to welcome you to the PIUG 2023 Annual Conference. Due to some unavoidable circumstances, I am not able to join the meeting in person. However, the Planning Committee under the leadership of Martha Yates has planned an excellent program for this meeting. PIUG decided to have this meeting in person as we feel that an in-person experience is preferred by most attendees. While attendance at this meeting is better than last year, it is far below our expectations. We are very interested in your input on how to improve attendance. Please feel free to share in person with any of the committee members or in the PIUG Community pages. We will have a slightly different format for the meeting this year. There will be some speakers but there will also be five unconference sessions. Please make sure to vote on the unconference sessions that you would like to participate in, which will allow for enhanced interactions with other participants. I hope you will take advantage of the workshops planned both before and after the plenary program. These workshops aim to provide information on services and databases available from the vendors. Most of these vendors will also be participating as Exhibitors and will be available throughout the meeting. Please make use of these events according to your interests. The in-person plenary sessions will be held on Monday and Tuesday. We are excited to have Mike Pellegrino as our keynote speaker, who will talk about the emerging field of behavioral patent analysis. We also have several other great speakers scheduled throughout the meeting. I would like to thank each of the speakers in advance for their contributions. In addition, I am very grateful to Devin Salmon, Barbara Miller, Yateen Pargaonkar and Martha Yates for putting together this great program. Based on input from participants, we have planned an evening dinner cruise and river tour on Monday evening. This takes the place of gala dinner and awards ceremonies of the past. I hope you will take advantage of this complimentary event also. I am definitely disappointed to miss it.

With my very best wishes, Kartar Singh Arora, PIUGChair, 2022-2024

2023 Annual Conference  About PIUG

Thank you to Sponsors

gratefully acknowledges the generous support provided by our sponsors. The conference would not exist without their support!

Gold Sponsors CAS IFI CLAIMS Patent Services Silver Sponsors Aptean GenomeQuest BizInt Smart Charts

Clarivate Minesoft PatSnap

Bronze Sponsors LexisNexis VantagePoint

Exhibitors DorothyAI IPACTORY Questel Lighthouse IP SunIP

2023 Annual Conference  About PIUG

ABOUT PATENT INFORMATION USERS GROUP (PIUG) THE INTERNATIONAL SOCIETY FOR PATENT INFORMATION PROFESSIONALS

The Patent Information Users Group, Inc. (PIUG) 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 310 active members representing 23 countries including the United States. The largest concentration of members is from the USA, Europe and India. 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 over 160 patent information professionals who do patent searching for corporations, over 40 working for vendors, over 50 patent information consultants, over 40 patent information professionals within law firms, and over 10 searchers each working for Government Offices or 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 a Public Discussion Forum on the website which is available for new posts, a global collaborative tool with over 1800 subscribers worldwide. In addition, we have presence in professional and social networking channels, such as LinkedIn and Twitter. Get to know us and meet the PIUG Officers. PIUG was founded in the United States in 1988 by an ad hoc group of patent information scientists working in the chemical, pharmaceutical, petroleum, and technology industries. (Lambert, 1993; Berks, 1993; Davis, 2009) The impetus was to develop open communication among individual patent searchers and database producers in order to supplement existing conversations generally limited to database producers and customer companies’ managers at subscriber meetings and intercompany managers conferences. It was envisioned as “a coalition of North American patent professionals whose charter is to monitor and discuss issues and developments of concern to the patent users community, and to work with database producers and vendors and the USPTO to make (or unmake) changes to benefit that [patent users] community.” (Lambert, 1991) PIUG had 17 founding members at its first meeting in 1988 and was led initially by Mike Feider (Chair), Nancy Lambert (Recording Secretary) and Pat Dorler (Treasurer) (PIUG Past Officers and Directors). See the PIUG History page for much more information about PIUG. BRIEF HISTORY

2023 Annual Conference  About PIUG

PIUG BOARD OF DIRECTORS

Chair, 2022-2024:

Kartar Singh Arora (Clarivate)

Vice Chair, 2022-2024:

Devin Salmon (IFI CLAIMS Patent Services)

Vice Chair, Special Projects 2022-2024:

Martha Yates (Bayer)

Immediate Past Chair, 2022-2024:

Shelley Pavlek (Bristol-Myers Squibb)

Secretary, 2022-2024:

Mrinalinin (Mini) Muralidharan (Boehringer Ingelheim)

Treasurer, 2022-2024:

Christopher Baldwin (Clarivate)

Director-at-Large, 2020–2024:

Victoria Smith (Novartis Institutes for Biomedical Research)

Director-at-Large, 2022–2026:

Barbara Miller (Amgen)

Director-at-Large, 2022–2024:

Ron Kaminecki

2023 PLANNING AND PROGRAM COMMITTEES Thank You PIUG VOLUNTEERS!

Program Chair

Martha Yates

Program Committee Members

Devin Salmon, Barbara Miller and Yateen Pargaonkar

Planning Co-Chairs

Martha Yates and Ken Koubek

Planning Members

Chris Baldwin, Ron Kaminecki, Kartar Arora, Jane Thompson

Stu Kaback Business Impact Award Committee

Kartar Arora (Chair), Chris Baldwin, Martha Yates

Brian Stockdale Award Committee

Dominic DeMarco (Chair), Ken Koubek

Evaluations

Shelley Pavlek

Gifts

Ken Koubek

Meeting Book

Diane Webb

Sponsorship & Exhibits

Jane Thompson (Chair) & Ken Koubek

Webpages

Ken Koubek

Workshops

Martha Yates

2023 Annual Conference  About PIUG

MILESTONES

• PIUG born; organizational meeting following IFI meeting • First discussion list on Dialmail

1988

• 30th Anniversary of PIUG • Implemented volunteer recognition program

2018

2019 2020

• First paid webinar educational series

• First virtual annual conference

• First Virtual Combined Annual & Biotech Conference • Re-energized Education & Training Committee • Re-energized Electronic Communications Committee • New Leadership for the Partnerships & Patent Offices Committee

2021

• Implemented a Volunteer Recruitment Committee • Implemented Community Engagement Hours

• Implemented an Automated Marketing Effort via Higher Logic • Consistent use of Social Media Outlets, LinkedIn, Twitter & Instagram

• Advanced Patent Search Strategies (When All Else Fails) Webinar Series • Introduction of a PIUG Community & Job Board to the PIUG webpage • Introduction of a new Board of Directors

2022

SERVICE AWARDS

PIUG Service Award winners, 1998-present

Tony Trippe KimMiller

In recognition for Tony’s many contributions to PIUG. In recognition for Kim’s many contributions to PIUG.

2020 2020 2020 2021

Leah Sandvoss

In recognition for Leah’s many contributions to PIUG Biotech Conferences. In recognition of Barbara’s contributions to the Member Relations Committee, and her assistance with advertising and promoting PIUG events and conferences In recognition of Yateen’s contributions to the Northeast & Annual Conference Program Committees, and his willingness to contribute presentations to support the conferences In recognition of Jane’s contributions to the Annual Conference Planning Committee and the Sponsorship Committee In recognition of Rosie’s contributions to the Partnerships & Patent Offices Committee and to the Board of Directors as Secretary In recognition of Heather’s contributions to the Member Relations Committee and to the Board of Directors as Director at Large In recognition of Victoria’s contributions to the Socio conference app/technical support for the following conferences: 2020 Annual, 2021 Combined Annual & Biotech, 2022 Biotech & 2022 Annual and to the Community Engagement Hours

Barbara Hampton

Yateen Pargaonkar

2021

Jane Thompson

2021

Rosanna Lindquist

2022

Heather Simmons

2022

Victoria Smith

2022

2023 Annual Conference  About PIUG

BRIAN STOCKDALE MEMORIAL AWARD The annual Brian Stockdale Memorial Award was first presented in 2002 to provide support to new members to attend an Annual Conference. The award was established in honor of the late Brian Stockdale with initial funding by Technology and Patent Research International and Thomson Scientific (now Thomson Reuters). Anyone new to the patent information profession, having less than 3 years total experience as a patent information professional or currently enrolled in a college or university with a demonstrated interest in pursuing a career in patents, may submit an essay detailing his or her experience and interest in patent information and need for support to attend the Annual Conference. The award consists of up to $2000 to cover travel and expenses plus registration in the conference, provided by PIUG. In addition, sponsors of fee-based workshops at the conferences may offer free registration as part of the award package. 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.

Recipient

Affiliation

Year 2019 2020

Rachel Knapp Chandrasekaran Vijayalakshmi

University of Maine (now at University of Colorado, Boulder) University College of Engineering, Kancheepuram

Mohammed Abdul Fasi Máté András Kondor

King Fahd University of Petroleum and Minerals

2020

Uppdragshuset Sverige AB 2020 Guruprasad G. Posugade Council of Scientific and Industrial Research (CSIR), for Research & Development of Information Products (URDIP) 2020 Hida Patwe Researchwire Knowledge Solutions 2021 Sparsh Gupta GreyB Services 2021 Haya Patwe Researchwire Knowledge Solutions 2021 Divya Prakash Srivastava GreyB Services 2022

Brian Stockdale Memorial Award winners, 2002-present

2023 Annual Conference  About PIUG

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 Stu Kaback Business Impact 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. The PIUG sponsored award consists of a cash award, a commemorative figurine and gratis registration at the PIUG Annual Conference.

Recipient

Affiliation

Year 2020 2021

Martha Yates

Bayer

Philippe Ayala, Nicholas Cockroft, Yi Deng, Rodney Fulford, Mark Grabau, Dmitri Polshakov, Donald Swartwout, and Jeffrey Wilson Sophie Bail, Shelley Pavlek, and Yun Yun Yang

CAS

Bristol Myers Squibb

2022

Stu Kaback Business Impact Award winners, 2013-present