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Meeting Book prepared by BizInt Solutions, Inc., a proud sponsor of the 2011 PIUG Northeast Conference PIUG 2011 Northeast Conference PATENT INFORMATION USERS GROUP, INC. October 10-14, 2011 Hyatt Regency New Brunswick New Brunswick, New Jersey

PIUG 2011 Northeast Conference - BizInt Solutions...1 Patent InformatIon Users GroUP, Inc. PIUG 2011 Northeast Conference October 10-14, 2011 Hyatt Regency New Brunswick 2 Albany Street

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Page 1: PIUG 2011 Northeast Conference - BizInt Solutions...1 Patent InformatIon Users GroUP, Inc. PIUG 2011 Northeast Conference October 10-14, 2011 Hyatt Regency New Brunswick 2 Albany Street

Meeting Book prepared by BizInt Solutions, Inc., a proud sponsor of the 2011 PIUG Northeast Conference

PIUG 2011 Northeast Conference

Patent InformatIon Users GroUP, Inc.

October 10-14, 2011

Hyatt Regency New Brunswick

New Brunswick, New Jersey

Page 2: PIUG 2011 Northeast Conference - BizInt Solutions...1 Patent InformatIon Users GroUP, Inc. PIUG 2011 Northeast Conference October 10-14, 2011 Hyatt Regency New Brunswick 2 Albany Street

PIUG 2011 Northeast ConferenceTuesday, October 11th 2011 Hyatt Regency New Brunswick

8:00 am 8:45 am Registration and Breakfast (exhibits open)8:45 am 9:00 am Welcome and Introductory Remarks

Zhifu Shu - PIUG NE Conference Co-Chair

Introduction and Housekeeping Shelley Pavlek, PIUG NE Conference Co-Chair

9:00 am 9:30 am Patent Landscaping and Analysis: Tools, Tips and Tricks Shayne Phillips (Halliburton) and Joe Terlizzi (Questel)

9:30 am 10:00 am How to Use BIRT to Simplify Patent-Search Report Preparation David Gange, Altimatia, LLC

10:00 am 10:10 am Product Reviews - BizInt Solutions, STN10:10 am 10:40 am Break – Exhibits Open10:40 am 11:10 am Simple Methods to Streamline Search Procedures

Judy Philipsen, Philipsen Chemical Patent Search, LLC

11:10 am 12:10 am 2011 Patent Reform - Breaking it Down Catherine Toppin, General Electric Corp.

12:10 am 12:15 noon Product Review - Thomson Reuters12:15 pm 2:00 pm Lunch2:00 pm 2:30 pm From Idea to the Air: A case study in technology, from first patents to the real world

Donald Walter, Thomson Reuters

2:30 pm 3:00 pm Plumbing the Depths of Examiner Search (il)-Logic: A Patent Searching Perspective. Dominic M. DeMarco, DeMarco Intellectual Property, LLC

3:00 pm 3:30 pm Break – Exhibits Open3:30 pm 5:00 pm Round Table Discussions

Session 1 — 3:30-4:15 pm Session 2 — 4:15-5:00 pm

Training Cost Saving TipsCertification Alternative CareersText Mining Markush Structure SearchingImpact of Current Patent Reforms

5:00 pm 5:05 pm Closing Remarks Shelley Pavlek, PIUG 2011 NE Conference Co-Chair

4:45 pm 6:00 pm Networking and Exhibits6:00 pm Networking dinner at a nearby restaurant for interested participants

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1

Patent InformatIon Users GroUP, Inc.

PIUG 2011 Northeast Conference

October 10-14, 2011

Hyatt Regency New Brunswick2 Albany StreetNew Brunswick, New Jersey 08901

Meeting Book prepared by BizInt Solutions, a proud sponsor of the PIUG 2011 Northeast Meeting and developer of

for Patents

BizInt Smart Charts

Page 4: PIUG 2011 Northeast Conference - BizInt Solutions...1 Patent InformatIon Users GroUP, Inc. PIUG 2011 Northeast Conference October 10-14, 2011 Hyatt Regency New Brunswick 2 Albany Street

2011 PIUG Northeast Conference

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Message from the Chair

Welcome to the 2011 PIUG Northeast Conference!A lot of things have happened since last October. The nation’s unemployment rate remains high, the president wants to inject another shot of $450 billion stimulant into the economy, he also signed into law the “America Invents Act” last Month. Our Northeast conference is also experiencing some changes and loss. This is the 2nd year the conference will be a 5-day event. We also introduced the Mock patent searcher certification exams during the meeting. Sadly, you will also miss a familiar smile when you enter the registration desk this year.

This meeting will not be possible without the hard work of a marvelous group of volunteers. A conference like this takes a lot of time and effort. I certainly can not accomplish this myself. These people are:

Program Committee:

Lucy Akers (Chair), Suzanne Robins, Don Walter, and Rick Williams. Planning Committee:

Co-Chair: Shelley PavlekAudio-video Contract: Ken Koubek, Shelley Pavlek, Zhifu ShuEvaluations: Mark BusheyExhibits Room: Jane ThompsonFood, Catering, Hospitality: Zhifu Shu, Shelley PavlekHotel Contract: Tony Trippe, Ken Koubek, Zhifu ShuMeeting Book: Mark Bushey, Diane WebbPhotography: Sandra Unger, Yuri MozolevRegistration: Ken Koubek, Faye KramerSignage: Sandra UngerSpeaker Gifts: Ken KoubekSponsorship: Jane ThompsonTravel: Don WalterWeb-pages: Tom WolffWorkshops: Shelley Pavlek

Speakers on Tuesday will speak on various interesting topics. Thanks to Lucy Akers and her committee who put together a great program.

I would also want to thank our sponsors who have loyally supported our conference.

Enjoy your stay while learning, sharing, and networking! Please visit the Exhibition room, fill out the feedback form, and volunteer next year.

Zhifu Shu Co-Chair, 2011 PIUG Northeast Conference

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SPONSORS TABLE OF CONTENTS

Table of Contents

Message from the Chair 2

Meeting Agenda Inside Front Cover

Venue Floor Plan 5

Speaker Abstracts & Biographies 6-19

Morning Session 6

Afternoon Session 14

Sponsors 20-27

Workshops 28-29

Attendee Lists 30-31

PIUG Information 32 and Inside Back Cover

PIUG Officers

Chair, 2010–2012Anthony Trippe 3LP Advisors (614) 787-5237 tony @ piug.orgVice Chair, 2010–2012Denise Fobare-DePonio Amgen, Inc. (805) 447-6618 dfobare @ amgen.com Immediate Past ChairCynthia Barcelon Yang Bristol Myers Squibb (609) 818-5515 Cynthia.Yang @ bms.comSecretary, 2010–2012Jim Brown FIZ Karlsruhe (302) 376-6425 Jim.Brown @ fiz-k.comTreasurer, 2010–2012Ken Koubek KennethKoubek @ comcast.netDirector-At-Large, 2008-2012Heidi Stone Abbott (847) 937-2362 heidi.stone @ abbott.com Director-At-Large, 2010-2014Diane Wian IFI Patent Intelligence (703) 323-0030 diane.wian @ wolterskluwer.com

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2011 PIUG Northeast Conference

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

PLATINUM SPONSORSBizInt Solutions

STNThomson Reuters

GOLD SPONSOR

Technology & Patent Research International, Inc

SILVER SPONSORS

Minesoft, Ltd.Questel

BRONZE SPONSORS

DialogE-Merge tech Global Services

GenomeQuestINTELLIXIR

QUOSASearch Technology/VantagePoint

Stellarix

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VENUE FLOOR PLAN

Hyatt Regency New Brunswick – Floor PlanHyatt Regency New BrunswickDIRECTIONS

From Newark International Airport: Take the New Jersey Turnpike South

19 miles to Exit 9. Proceed on Route 18 North 3 miles to Route 27 South.

Travel 2 blocks to Nielson Street. Turn left. Hotel is on left.

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2011 PIUG Northeast Conference

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9:00 am – 9:30 am

Patent Landscaping and Analysis: Tools, Tips and Tricks

by Shayne Phillips (Halliburton) and Joe Terlizzi (Questel)

Abstract

The use of third-party patent landscaping and analysis software has become an increasingly essential tool leveraged by corporations for their technology and business strategy development activities. The ability to evaluate patent literature, not just for prior art, but as important publications that may be used for trending, ring-fencing, and white-space identification analysis is becoming an increasingly sought-after skill for IP professionals. Using a chemistry-related example, this presentation will cover the importance of building an accurate data set through various online search techniques, and review the different landscaping tools now available for analysis of data. It will focus on what landscape analysis can and can’t do for the IP professional, and tips and tricks for developing comprehensive analyses.

Biographies

Shayne Phillips has been working in the intellectual property arena for close to fifteen years, particularly in the areas of technical patent and nonpatent literature searching, and in IP-related competitive intelligence. Ms. Phillips began her career at Procter & Gamble (P&G) in Cincinnati, Ohio, working as a Technical Assistant in Corporate New Ventures (a group tasked with evaluating outside technology for the entirety of P&G). She then moved to the IP-practice group of Dinsmore & Shohl (also in Cincinnati), working as a Technical Consultant, providing both patent application prosecution support and IP litigation assistance. In 2000 Ms. Phillips moved to Columbus, Ohio, and began work at Chemical Abstracts Service (CAS) as an Editorial Analyst in the Mammalian Hormones Document Indexing Group of the Biochemistry Department of CAS’ Editorial Division. In 2002 Ms. Phillips transitioned to the role of Applications Specialist at CAS, specializing in advanced STN training, focusing on protein and gene sequence searching in particular. Following her tenure at CAS, Ms. Phillips transitioned to Halliburton in Houston, Texas, working in their Intellectual Asset Management group as both the head of IP Competitive Intelligence and as a Patent Liaison for the Cementing Product Service Line. Ms. Phillips celebrated her seven-year anniversary at Halliburton in July of this year, and is also a registered US Patent Agent.

Joe Terlizzi is Questel’s chemical information specialist and training manager. He has been involved with chemical search and retrieval systems since 1975, when he joined the Central Abstracting and Indexing Service (CAIS) of the American Petroleum Institute. At CAIS, Joe worked until 1999 as an indexer, product manager, editor of the API Thesaurus, and chief trainer, and helped develop their machine-aided indexing system. Joe joined Questel in 2000 as an IP specialist and sales representative and became their head trainer for the Merged Markush Service. Joe holds a Bachelor of Science degree from Stevens Institute of Technology in Hoboken, NJ.

Morning SessionSession Chair – Don Walter, Thomson Reuters

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Patent Landscaping and Analysis: Tools, Tips and Tricksby Shayne Phillips (Halliburton) and Joe Terlizzi (Questel)

SPONSORS MORNING SESSION

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2011 PIUG Northeast Conference

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9:30 am – 10:00 am

How to Use BIRT to Simplify Patent-Search Report Preparation

by David Gange, Altimatia, LLC

Abstract

BIRT (Business Intelligence Reporting Tool) is a free, open-source report preparation tool (a commercial version is also available). In this talk I’ll describe BIRT, what it is, how to get it, and how to use it to quickly and easily generate standard patent search reports.

Biography

David Gange is the president of Altimatia, LLC, a patent research firm specializing in chemical, pharmaceutical, and nanotechnology patent searching and analysis. David is a former director of chemistry at Incara and has worked for over twenty years in chemical information management, chemical structure searching, and patent searching. He is the author of more than thirty patents and publications, and is a frequent speaker at conferences nationwide. In addition to patent research, David provides training in patent searching and analysis. His clients include law firms, and chemical, biotech, and pharmaceutical companies.

He received his Bachelor of Science with Honors in Chemistry from Tulane University. After graduating from Tulane, he received a Ph.D. in organic synthesis from The Ohio State University, and carried out postdoctoral research at Columbia University.

David is a Registered Patent Agent and a member of the American Chemical Society, the Association of Independent Information Professionals, the Chemical Consultants Network, the National Association of Patent Practitioners, and the Patent Information Users Group.

In his spare time David enjoys playing chess, visiting Civil war battlefields, and raising orchids.

Contact Information

Morning SessionSession Chair – Don Walter, Thomson Reuters

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How to Use BIRT to Simplify Patent-Search Report Preparationby David Gange, Altimatia, LLC

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2011 PIUG Northeast Conference

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10:40 am – 11:10 am

Simple Methods to Streamline Search Procedures

by Judy Philipsen, Philipsen Chemical Patent Search, LLC

Abstract

Over the years of searching, first as an information professional at a pharmaceutical company and then as an independent patent researcher, I have learned or adapted procedures, which have helped me to streamline my search process and reduce online costs, as well as to organize results and costs. A few of these procedures, which include the expanded utilization of the STN Query Command, Edit and Command Window, Microsoft Word and Excel, and BizInt, will be shared.

Biography

Judy Philipsen is currently a pharmaceutical and chemical patent researcher primarily working as team member for Technology & Patent Research International, Inc. and has also represented the MMS Helpdesk for Questel. She is a member of the American Chemical Society, Chemical Information Division and the Patent Information Users Group. She is a member of the faculty for the PIUG course on Patent Information Fundamentals, which was conducted for the first time after the 2010 NE PIUG Conference.

Prior to becoming a chemistry/patent searcher in the Parke-Davis Legal Department in 1989, Judy was a synthetic chemist in the Medicinal Chemistry Department at Parke Davis in Ann Arbor. In 1991, she transferred to the Parke-Davis Library and, following mergers with Pfizer and then Pharmacia, assumed the title of Information Manager in the Information Management Department at Pfizer. In addition to her role as a chemical patent searcher, she was Global Coordinator of the SciFinder Program at Pfizer and active in mentoring and training within the global Information Management Department. She retired from Pfizer in February, 2006.

Contact Information

Morning SessionSession Chair – Don Walter, Thomson Reuters

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Simple Methods to Streamline Search Proceduresby Judy Philipsen, Philipsen Chemical Patent Search, LLC

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2011 PIUG Northeast Conference

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11:10 am – 12:10 am

2011 Patent Reform - Breaking it Down

by Catherine Toppin, General Electric Corp.

Abstract

This presentation takes a look at the history of patent reform and its development from the 1952 Patent Act to the 2011 HR 1249 bill, also known as the “America Invents Act.” We will identify the parties involved in its formation and analyze each of the major provisions and their potential impact. Key provisions to be discussed include: the first to file system, the best mode patentability requirement, new post-grant review proceedings, false marking provisions, and USPTO fee diversion. Come ready to discuss the constitutional and policy implications of these exciting changes to US patent law and their impact on US and global patent practice.

Biography

Catherine Toppin is Patent Counsel with the Global Patent Operation (GPO) of General Electric Corp. Her practice focuses primarily on the procurement and development of patent portfolios for various electrical and software businesses within GE. Previously, Catherine worked as an associate in the intellectual property group of a large law firm in Boston, Massachusetts where she served on the firm’s Boston Diversity Committee and the Women’s Business Collaborative.

Toppin earned her undergraduate degree in electrical engineering from Princeton in 2002, and attended the University of Maryland, Baltimore School of Law, where she received awards for “Best Appellate Brief ” and “Best Appellee Brief ” at the 2006 regional Giles S. Rich Memorial Moot Court Competition. While in law school, she interned with the U.S. District Court for the District of Columbia for the Hon. Henry H. Kennedy. Upon graduation, Toppin was awarded the William P. Cunningham Award for exceptional achievement and service. Prior to law school, she was a patent examiner with the U.S. Patent and Trademark Office.

Toppin is the president of the Association of Black Princeton Alumni, a member of the Princeton School of Engineering Advisory Counsel, Princeton Prize in Race Relations National Board, and the Princeton University Alumni Association Executive Committee. She is also the incoming Chair of the Intellectual Property Section of the National Bar Association. Catherine volunteers her time as a board member of Project Step, a classical music education program for underrepresented students, and is co-chair of the United Way campaign for the GPO.

Contact Information

Morning SessionSession Chair – Don Walter, Thomson Reuters

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SPONSORS MORNING SESSION

2011 Patent Reform - Breaking it Downby Catherine Toppin, General Electric Corp.

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2:00 pm – 2:30 pm

From Idea to the Air: A case study in technology, from first patents to the real world

By Donald Walter, Thomson Reuters

Abstract

It is a long way from the first conception of an idea until products based on the idea enter the real world. This talk will review a case study based on unmanned aerial vehicles, comparing some predictions based on trends in the patent literature with business information disclosing what actually happened in the market place.

Biography

Donald Walter is a product specialist at Thomson Reuters where his primary job is to train users on Thomson Reuters’ databases and solutions, specializing in patent and chemical information. He also works with the Thomson Reuters Search Service, conducting searches and analyses for legal and industrial clients, with a special emphasis on pharmaceutical and chemical subjects. Since joining the company, which was then Derwent Information, in 1992, he has given many presentations at national meetings, and been invited to speak at international meetings. He learned his craft at Exxon Research and Engineering, conducting patent and scientific literature searching for clients in the legal and technical departments. Don received his Ph.D. from Yale University in Chemistry. He lives just outside Washington DC.

Contact Information

Afternoon SessionSession Chair – Richard Williams, Vertex Pharmaceuticals

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From Idea to the Air: A case study in technology, from first patents to the real worldBy Donald Walter, Thomson Reuters

SPONSORS AFTERNOON SESSION

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2:30 pm – 3:00 pm

Plumbing the Depths of Examiner Search (il)-Logic: A Patent Searching Perspective

By Dominic M. DeMarco, DeMarco Intellectual Property, LLC

Abstract

Forests have been felled to create the material incorporated into patent law CLEs covering the legal ramifications of examiner citations and determinations. But for those of us who search patents to support attorneys, our analysis is generally limited to two important questions with regard to examiner searching:• For Novelty: How and why did the Examiner find and/or cite a particular reference.• For Validity: How does this affect my ability to locate potentially invalidating prior art.

This presentation will be based upon a combination of off-the-record examiner interviews, copious file wrapper reviews, and plenty of anecdotal evidence. Absolutely no legal advice is intended or being provided!

Biography

Dominic DeMarco is the Managing Director of DeMarco IP, a patent search firm focused on serving the needs of patent attorneys in both prosecution and litigation. DeMarco IP performs professional searches across a full range of chemical, electrical and mechanical technologies.

Originally trained to search the infamous shoes at the USPTO’s Public Search Room during the 1990’s, Dominic was of the lucky generation able to transition their skills to the computerized systems used today by patent information professionals. His true expertise is in using the USPTO’s East (Examiner Automated Search Tool) computer system, the primary search tool provided for the nearly 6,000 patent examiners employed within the US and for the lucky few patent researchers living in the Washington DC area. Dominic has a degree in chemical engineering from the University of Virginia and is a registered US patent agent.

Contact Information

Afternoon SessionSession Chair – Richard Williams, Vertex Pharmaceuticals

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Plumbing the Depths of Examiner Search (il)-Logic: A Patent Searching PerspectiveBy Dominic M. DeMarco, DeMarco Intellectual Property, LLC

SPONSORS AFTERNOON SESSION

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3:30 - 5:00 pm

Round Table Discussions

Session Chair – Richard Williams, Vertex Pharmaceuticals

The purpose is to provide time for our members to have a free and open discussion on issues of importance to them. No formal presentations will be permitted and no sign up in advance is necessary. There will be a facilitator at each table to ensure that no one monopolizes the conversations nor strays too far from the topic. Vendors are strongly encouraged to participate but are not to regard this as a “sales” opportunity. Our expectation is that this unconstrained exchange of ideas will provide a learning experience for everyone, vendors and customers. We are particularly interested in feedback from attendees as to whether they wish this to be a regular part of our meetings.

Session 1 — 3:30-4:15 pm

Session 2 — 4:15-5:00 pm

Roundtable Topics:

Training - Don Walter (facilitator)

Certification - Edlyn Simmons (facilitator)

Impact of Current Patent Reforms - Ron Kaminecki (facilitator)

Text Mining - Tom Klose (facilitator)

Markush Structure Searching - Suzanne Robins (facilitator)

Cost Savings Tips - Judy Philipsen (facilitator)

Alternative Careers - Brian Bridgewater (facilitator)

Afternoon SessionSession Chair – Richard Williams, Vertex Pharmaceuticals

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Round Table DiscussionsSession Chair – Richard Williams, Vertex Pharmaceuticals

SPONSORS AFTERNOON SESSION

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2011 PIUG Northeast Conference

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In Europe

FIZ KarlsruheSTN EuropePhone: +49-7247-808-555

In North America

CASSTN North AmericaPhone: 800-753-4227 (North America)

614-447-3700 (worldwide)

• Numeric Search feature in PCTFULL

• MARPAT® display enhancements

• ECLA Codes Thesaurus in DerwentWorld Patents Index®,CAplusSM and other patent files

• Canadian and Australian patent fulltext databases

• STN Express® version 8.5 now available

To learn more about STN, visit www.cas.org or www.stn-international.com

Energize your search withnew STN® enhancements

STN is operated jointly by CAS and FIZ Karlsruhe worldwideand is represented in Japan by JAICI.

FIZPiug 7x9inch :Layout 1 22.09.2011 9:27 Uhr Seite 1

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PLATINUM SPONSORS

When your project demands the most exact and comprehensive information, you can rely on STN.

• High-quality,multidisciplinaryscientificcoverage

• CASdatabases—themostauthoritativeandreliablesourceofchemicalinformation

• DerwentWorldPatentsIndex®(DWPISM)— prestigious,value-addedsourceofpatents coveringallareasoftechnology

• INPADOCDB/INPAFAMDB—high-qualitysourceswithunrivalledpatentauthoritycoverage

The World’S major paTeNT officeS depeNd oN STN. ShoUldN’T YoU?

To learn more about STN, visit www.cas.org.

PreCISION.oNe of The maNY reaSoNS STN® iS preferred BY paTeNT Search eXperTS WorldWide

STN is operated jointly by CAS and FIZ Karlsruhe worldwide and is represented in Japan by JAICI.

The choice of patent experts.

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2011 PIUG Northeast Conference

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IP SOLUTIONS

© 2011 Thomson Reuters 1001105/7-11

Thomson Reuters and the Kinesis logo are trademarks of Thomson Reuters.

WHIRLPOOL CORPORATIONPUTS A NEW SPIN ON INNOVATION WITH DWPI

DERWENT WORLD PATENTS INDEX® (DWPI) IS HELPING WHIRLPOOL CORPORATION

BUILD A STRONGER PATENT PORTFOLIO. At Whirlpool Corporation, the marketing,

engineering, and IP legal teams collaborate to explore new opportunities, assess

competitors, and develop a winning IP strategy. With DWPI, professionals across

Whirlpool Corporation have a window into innovation around the world.

“Everyone involved in innovation at Whirlpool Corporation benefi ts from analysis powered

by DWPI,” says Steve Kuehl, Principal Technologist & Global IP Coordinator, Whirlpool

Corporation. “DWPI is the best tool for timely review and provides a quick grasp of patent

information for our technology organization.”

“DWPI and Thomson Innovation® are global resources that enable us to see what the

competition is doing, build patent landscapes, and create IP strategies in support

of developing a strong patent portfolio,” says Joel Van Winkle, Chief Patent and Group

Counsel, Whirlpool Corporation.

Discover how DWPI, the world’s most trusted source of patent information, can put a new

spin on how you innovate. Read the case study at: ip.thomsonreuters.com/whirlpool

Thomson Reuters helps professionals

worldwide drive innovation, protect

intellectual assets, and create maximum

value from their IP by providing solutions

that power the intellectual property life cycle.

Joel Van Winkle

Chief Patent and Group Counsel

Steve Kuehl

Principal Technologist & Global IP Coordinator

Moises Norena

Director of Global Innovation

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PLATINUM SPONSORS

IP SOLUTIONS

© 2011 Thomson Reuters 1001105/7-11

Thomson Reuters and the Kinesis logo are trademarks of Thomson Reuters.

WHIRLPOOL CORPORATIONPUTS A NEW SPIN ON INNOVATION WITH DWPI

DERWENT WORLD PATENTS INDEX® (DWPI) IS HELPING WHIRLPOOL CORPORATION

BUILD A STRONGER PATENT PORTFOLIO. At Whirlpool Corporation, the marketing,

engineering, and IP legal teams collaborate to explore new opportunities, assess

competitors, and develop a winning IP strategy. With DWPI, professionals across

Whirlpool Corporation have a window into innovation around the world.

“Everyone involved in innovation at Whirlpool Corporation benefi ts from analysis powered

by DWPI,” says Steve Kuehl, Principal Technologist & Global IP Coordinator, Whirlpool

Corporation. “DWPI is the best tool for timely review and provides a quick grasp of patent

information for our technology organization.”

“DWPI and Thomson Innovation® are global resources that enable us to see what the

competition is doing, build patent landscapes, and create IP strategies in support

of developing a strong patent portfolio,” says Joel Van Winkle, Chief Patent and Group

Counsel, Whirlpool Corporation.

Discover how DWPI, the world’s most trusted source of patent information, can put a new

spin on how you innovate. Read the case study at: ip.thomsonreuters.com/whirlpool

Thomson Reuters helps professionals

worldwide drive innovation, protect

intellectual assets, and create maximum

value from their IP by providing solutions

that power the intellectual property life cycle.

Joel Van Winkle

Chief Patent and Group Counsel

Steve Kuehl

Principal Technologist & Global IP Coordinator

Moises Norena

Director of Global Innovation

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2011 PIUG Northeast Conference

24

10 Ways We Solve Your

For more information about how our teamcan help your team, call us at 858.592.9084or visit www.TPRinternational.com

From the simplest to the most complex, from patent to non-patent literature, our searches are always performed by experienced searchersin each technology area.

FExpert Online Searches

Only TPR can off er original language, full-textdocument reviews in key countries around the world, including Japan, China, Taiwan, Russia, Israel, and the European Union.

OManual Searches Worldwide

Comprised of the top informa on expertsin their � eld, our search prac ces includePharmaceu cal, Biotechnology and Biosequence, Chemical Structures, Medical Device, Polymer, Semiconductor, and more.

CTechnology Search Specialities

From FDA/EMEA searches to business and compe tor intelligence searches and analysis, our Biomedical prac ce team off ers the mostcomprehensive suite of services in the industry.

FBiomedical Searches

Reliable, cost eff ec ve searches with aguaranteed turnaround me.RUSPTO Manual Searches

For projects that demand the deepest level of informa on discovery possible, we off er Validity Ul mate™ - the ul mate in validity case research.Our team of interna onal searchers leverage their industry-leading exper se to provide a tailored, systema c and incisive search that covers every-thing from worldwide na ve-language libraries and online searches to obscure “gray” literature.

FValidity Ultimate™ Searches

Stay instantly up-to-date on patent ac vityand status changes with our Patent Alert services.SPatent Updates and Watches

Leverage the best search results in the industry to uncover the trends, gaps, and overlaps in patent coverage that drive eff ec ve R&D strategy with our patant analysis and mapping solu ons.

LPatent Analysis & Mapping

Search Challenges

In-depth design patent searches available world-wide, including Japan, China, Taiwan, Russia, Israel, and the European Union.

InDesign Searches

Let TPR help you streamline the patent prosecu on process and get your patent to the market sooner.LUSPTO Accelerated Examination Searches

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GOLD & SILVER SPONSORS

New Legal Status Fields

Discover this unique IP Portal at PIUG NE!

Questel WorkshopWednesday, Oct. 12 th

9:00 to 11:00

New!

Questel_PIUG_2011_NE_v0.1:Mise en page 1 22/09/2011 14:36 Page 1

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Patent Researchwith

Strategic Sense

Website: www.e-mergeglobal.comE-mail: [email protected]

Toll Free: 1-888-247-1618 (USA); Phone: +91 44 2252 2223

INTELLIXIR System is a web application that provides patent and non-patent literature analysis. Used by large companies in various sci-tech domains, this application allows you to get innovative statistical analysis, detect weak signal, highlight collaboration networks, identify experts in technological fields and a lot more. Everything is illustrated by numerous lot more. Everything is illustrated by numerous interactive graphical representations, all linked to the actual records, helping to select the most relevant ones.

"Intellixir New version 7.1 New features & business cases"Attend the Intellixir Workshop and have breakfast with us on Wednesday October 12,9:00 to 10:30amat the 2011 PIUG Northeast Conferenceat the 2011 PIUG Northeast Conference

Sponsor at the 2011 PIUG Northest Conferencewww.intellixir.com

   

GenomeQuest™ for IP is a web-enabled sequence information platform enabling

legal professionals to analyze, report and then share results of nucleotide, protein,

and patent sequence database searches.

Analysis: GenomeQuest’s results analysis functions allow users to easily filter, group, sort and export results. Users can also create informative reports and launch 3rd party applications for further analysis. Sequence Search: GenomeQuest gives you four different search algorithms to choose from including BLAST, Percent Identity (GenePAST), Fragment Search, and Motif Search. Content: GenomeQuest houses the largest annotated sequence patent database – GQ-PAT,

with almost 150,000,000 sequences. The GQ-PAT database includes patent sequences from

multiple patent databases– global patent offices, publicly available bio-sequence databases and

web resources including (USPTO); (EPO); (SIPO); (WIPO); GenBank, EMBL and DDBJ, and

(INPADOC).

   

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BRONZE SPONSORS

VantagePoint is a powerful text-mining tool that helps you quickly analyze and navigate through large volumes of structured text to see patterns and relationships.

Turning Information into Knowledgewww.theVantagePoint.com

New version! VPv7.1 Create interactive visualizations of your data

in a World Map Import and export data in the new XML Smart

Data Exchange format Easily exchange data with BizInt Smart Charts

for Patents

Visit our table for a demonstration, and ask for a free 30-day trial.

TM

• Automatedpatentretrievalfrommajorpatentdatabases.

• Easilycreatepatentarchives,withfull-textsearchablepatentfilesandmetadata.

• Simpleandfastteamaccesstoyourdocument,full-textarticle,andpatentarchives,includingreporttemplatesandalerts.

PatentWorkflowSolutionswillstreamlineyourIntellectualProperty

andrelatedprocesses!

QUOSA, Inc. | 1050 Winter Street, Suite 1000 | Waltham, MA 02451

Visit QUOSA’s table display at PIUG or contact John Mate at 410-268-4729 or [email protected]

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Workshops

Monday, October 10

9:00 am 4:00 pm STN Patent Forum: includes sessions on –• What’s New on STN• Welcome to “The Field of Dreams” – The Revolutionary PCT-

FULL on STN• Searching Formulations on STN• The Big Three on STN – CAplus, DWPI and INPAFAMDB• Using STN to retrieve information on Biosimilars

Garden State B/C

Wednesday Morning, October 12

9:00 am 11:00 am Questel: “What’s New With Orbit.Com? A Focus On Added-Value Fields And Indexing” ( Joe Terlizzi and Christophe Marchisio)

The focus of this workshop will be on the value-added fields, indexing and features now available only on Questel’s IP Portal Orbit.Com. The first half of this workshop will cover the unique fields in Orbit.Com records for searching, display, and examination. The second half of the workshop will review the new enhancements and features expected in the coming months.

Garden State A/B

9:00 am 10:30 am INTELLIXIR: “INTELLIXIR System, New Features and Business Cases!” ( Jean-Baptiste Porier)

NTELLIXIR System is an hosted and secure web application (SaaS: Software As A Service) allowing its users to analyze and categorize references from patents and non-patent literature exported from private or commercial databases such as Questel, Patbase, Thomson Innovation, STN, Dialog, Web of Sciences, Scopus. The new features of INTELLIXIR version 7.1 will be demonstrated.

Garden State C

11:00 am 12:00 noon

Dialog: “ Effective Patent Searching on Dialog” (Ron Kaminecki, US Patent Attorney)

Via a case study, this workshop will cover several strategies to help uncover more in-depth information in various patent searches using different Dialog databases. Typical strategies will be covered, but also methods to enhance retrievals which will give attendees recipes to use when they are stuck without an answer. In addition, the new Dialog interface will be outlined.

Garden State C

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Wednesday Afternoon, October 12

12:30 pm 2:30 pm Thomson Reuters: “Thomson Reuters Patent Services Update (a.k.a. There is such a thing as a free lunch!)” (Bob Stembridge)

In this workshop, you will learn about enhanced news and trade journal content provided by integration of the Thomson Reuters NewsRoom service into Thomson Innovation, new patent coverage including selected Canadian Full Text and the addition of Poland, Hong Kong and the Gulf Cooperation Council to the DWPI data within Thomson Innovation, and enhancements to Custom Fields including the new ability to include this information in analysis for producing charts, clustering and citation maps.

We will also take a sneak look at further enhancements planned during the coming months.

Feed your mind with the latest news and feed your body with lunch which is included in this free workshop.

Garden State A/B

Thursday-Friday, October 13-14

All day PIUG “Patent Information Fundamentals” Course

Patent Information Fundamentals was formerly offered by PERI, the Pharmaceutical Education and Research Institute. The course has been transferred to PIUG and is an expanded version of the well known PERI Patent Information Course, which has been offered since 1989. It provides an overview of the patenting process, sources of patent information and the various means of answering patent information requests pertaining to chemical, electrical and mechanical technologies. The basics of U.S. and foreign patent laws, patent search techniques and resources, and the importance of exclusivity and patent term extension will be discussed.

This course is ideal for information and library staff, especially those new to patent searching, who need a comprehensive overview of the patenting process and sources of patent information. Individuals working in R & D who need a better understanding of patents and the patenting are also encouraged to attend.

Registration and fee required.

Brunswick

WORKSHOPS

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Allison, Kenneth Janssen R&DAntos, Brian Brian F. AntosArora, Kartar Singh BASF CorporationBarcelon Yang, Cynthia Bristol-Myers SquibbBartels, Karin IPINTECH, LLCBerners-Lee, Nancy QUOSABillmers, Robert Akzo Nobel Surface ChemBlaho, Jean UOP-HoneywellBrandt, Kerryn Dow Chemical CompanyBridgewater, Brian Dow Chemical CompanyBritt, Shawn NIBRBrown, Jim FIZ KarlsruheBurgess, Lora Chemical Abstracts ServiceBushey, Mark ExxonMobilCampbell, Tim MinesoftCaulfield, Thomas GE Power & Water Tech.Crammer, Danielle FirmenichCummins, Gary FIZ KarlsruheD’Ambra, A. J. Novartis PharmaceuticalsDean, MaryAnn CASDedert, Pat ExxonMobil DeGross, Kim Thomson ReutersDeMarco, Dominic DeMarco IPDoty, James GE Water & Process Tech.Duberman, Josh Pivotalinfo LLCFeeley, Owen ExxonMobilFiala, Jeannette Global Prior ArtFitzgerald, John Kirkland & EllisGange, David Chemistry Patent SearchGoldberg, Emily Elcam MedicalGrant, Jonathan LexisNexisGrumet, Dorian Rutgers UniversityHallam, Malcolm ExxonMobil Heinrich, Julia Bristol-Myers SquibbJacobs, Wendy CASJohnson Philipsen, Judith TPR InternationalJudd-Paternostro, Debbie BASF CorporationKaminecki, Ron Dialog LLCKeane, Michael GlaxoSmithKlineKliwinski, Kirsten DSMKlose, Tom Bristol-Myers SquibbKontargyris, Eric RPX CorporationKramer, Faye CASMante, Eden Bristol-Myers SquibbMarchisio, Christophe QuestelMatula, Richard Kenyon & KenyonMiller, Jim University of MarylandMohan, Harit Stellarix Consultancy Serv

Moon, M.P. Elman Technology LawMoore, Dana Cytec Industries Mozolev, Yuri GE Global Research CenterMyers, Melanie Thomson ReutersOen, Helen Eisai Pakray, Sudabeh NonePatel, Amisha Avon ProductsPavlek, Shelley Bristol-Myers SquibbPeng, May Sanofi-AventisPerez Fernandez, Deborah Rutgers OTCPorter, Alan Search TechnologyRobins, Suzanne Patent Information Services Sajonz, Hong BayerSaluja, Sunita Sanofi-AventisSaluja, Sunita Sanofi-AventisSchneider, Melissa TPR InternationalSchreiber, Keith PfizerScott, Pamela PfizerShanker, Sumana PfizerShanler, Adrienne Shanler Information LLCShu, Zhifu ExxonMobil Simmons, Edlyn Simmons Patent Info ServiceStembridge, Bob Thomson ReutersStevenson, Janice Digital ScienceSukhdeo, Mohani Sanofi-AventisSyzmanski, Laura QUOSASzep, Silvia Dow Chemical CompanyTambling, Todd GenericsWebTerlizzi, Joseph QuestelThompson, Jane Eisai Unger, Sandra ExxonMobil Webb, Diane BizInt SolutionsWeiss-Nolen, Monica Sanofi PasteurWilliams, Richard Vertex Pharmaceuticals, Willmore, John BizInt SolutionsWolff, Thomas Wolff Information ConsultingYancy, Jennifer Yancy IP Law, PLLCYun, Helen Merck

Attendees (sorted by name)

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ATTENDEES

Akzo Nobel Surface Chem Robert BillmersAvon Products Amisha PatelBASF Corporation Kartar Singh AroraBASF Corporation Debbie Judd-PaternostroBayer Hong SajonzBizInt Solutions Diane WebbBizInt Solutions John WillmoreBrian F. Antos Brian AntosBristol-Myers Squibb Cynthia Barcelon YangBristol-Myers Squibb Julia HeinrichBristol-Myers Squibb Tom KloseBristol-Myers Squibb Eden ManteBristol-Myers Squibb Shelley PavlekCAS MaryAnn DeanCAS Wendy JacobsCAS Faye KramerChemical Abstracts Service Lora BurgessChemistry Patent Search David GangeCytec Industries Dana MooreDeMarco IP Dominic DeMarcoDialog LLC Ron KamineckiDigital Science Janice StevensonDow Chemical Company Kerryn BrandtDow Chemical Company Brian BridgewaterDow Chemical Company Silvia SzepDSM Kirsten KliwinskiEisai Helen OenEisai Jane ThompsonElcam Medical Emily GoldbergElman Technology Law M.P. MoonExxonMobil Mark BusheyExxonMobil Owen FeeleyExxonMobil Pat DedertExxonMobil Malcolm HallamExxonMobil Zhifu ShuExxonMobil Sandra UngerFirmenich Danielle CrammerFIZ Karlsruhe Jim BrownFIZ Karlsruhe Gary CumminsGE Global Research Center Yuri MozolevGE Power & Water Tech. Thomas CaulfieldGE Water & Process Tech. James DotyGenericsWeb Todd TamblingGlaxoSmithKline Michael KeaneGlobal Prior Art Jeannette FialaIPINTECH, LLC Karin BartelsJanssen R&D Kenneth AllisonKenyon & Kenyon Richard Matula

Kirkland & Ellis John FitzgeraldLexisNexis Jonathan GrantMerck Helen YunMinesoft Tim CampbellNIBR Shawn Britt Sudabeh PakrayNovartis Pharmaceuticals A. J. D’AmbraPatent Information Services Suzanne RobinsPfizer Keith SchreiberPfizer Pamela ScottPfizer Sumana ShankerPivotalinfo LLC Josh DubermanQuestel Christophe MarchisioQuestel Joseph TerlizziQUOSA Nancy Berners-LeeQUOSA Laura SyzmanskiRPX Corporation Eric KontargyrisRutgers OTC Deborah Perez FernandezRutgers University Dorian GrumetSanofi Pasteur Monica Weiss-NolenSanofi-Aventis May PengSanofi-Aventis Sunita SalujaSanofi-Aventis Sunita SalujaSanofi-Aventis Mohani SukhdeoSearch Technology Alan PorterShanler Information LLC Adrienne ShanlerSimmons Patent Info Service Edlyn SimmonsStellarix Consultancy Serv Harit MohanThomson Reuters Kim DeGrossThomson Reuters Melanie MyersThomson Reuters Bob StembridgeTPR International Judith Johnson PhilipsenTPR International Melissa SchneiderUniversity of Maryland Jim MillerUOP-Honeywell Jean BlahoVertex Pharmaceuticals, Richard WilliamsWolff Information Consulting Thomas WolffYancy IP Law, PLLC Jennifer Yancy

Attendees (sorted by company)

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Patent Information Users Group, Inc. The International Society for Patent Information

About PIUGThe Patent Information Users Group, Inc. (PIUG) – The International Society for Patent Information is a not-for-profit organization for individuals having a professional, scientific or technical interest in patent information.

The Patent Information Users Group (PIUG) was established in 1988. The objective of the group was to create a forum to discuss issues and concerns relevant to the patent searcher community. PIUG promotes the importance of intellectual prop-erty, especially patent publications, and most specifically, the computerized patent databases. Since 1988, PIUG has worked with intellectual property database producers and vendors to maintain and to improve the quality of their product from the customer, or user, perspective.

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.

PIUG has over 700 active members representing 27 countries including the United States. The largest concentration of mem-bers is from the USA, Europe and Japan. 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 nearly 300 patent information professionals who do patent searching for corporations, over 100 patent information consultants, over 80 patent information professionals who do patent searching for law firms, and about 20 searchers 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 an active Discussion Forum that is featured on the PIUG wiki, a global collaborative tool with nearly 1000 sub-scribers world-wide, and produces a newsletter twice a year. In addition, we have presence in professional and social network-ing channels, such as LinkedIn and Twitter. The PIUG newsletter contains members’ articles, salary survey results, search tips, meeting trip reports, and information on patent database vendor and producer developments.

Membership Information Membership is based on the calendar year. Renewals after October 1 are effective until December 31 of the following year. The one-year membership fee is $50 (US) and includes the member benefits listed below. A discounted annual membership fee of $25 (US) is available for full-time students, full-time retirees and those unemployed at the time of renewal. We also offer a discounted membership fee to individuals from lower income, emerging countries (as defined by the World Bank).

Membership benefits include:• PIUG Membership Directory (Members-only site).• Reduced registration fees for PIUG conferences: the PIUG Annual Conference (May), PIUG Boston Biotech

meeting (February) and PIUG Northeast Conference (October).• Access to Annual, Biotech, and Northeast Conference Proceedings (Members-only wiki access).• PIUG Newsletter and Newsletter Archive Access (the cover page of the most recent issue is available to all).• PIUG Salary Survey and Access to Previous Surveys (Members-only wiki access).• Enhanced functionality on PIUG wiki.• Ongoing professional training through conference venues and sponsors.• Access to the PIUG LinkedIn group.

For more information about PIUG please visit www.piug.org and wiki.piug.org

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Denver Marriott City Center

The International Society for Patent Information

7044 S. 13th St. Oak Creek, WI 53154P: 414-908-4955www.PIUG.org

Mailing Address

Key Member Benefits: PIUG Membership Directory

(Members-only site)

Members-only access to Annual, Biotech, and Northeast Conference Proceedings

PIUG Newsletter and Newsletter Archive Access

Enhanced functionality on PIUG wiki

Ongoing professional training through conference venues and sponsors

Access to the PIUG LinkedIn group

Attendee comments from a previous PIUG conference:

“A good mix of RELEVANT TOPICS”

“Roundtable discussions were OUTSTANDING”

“Timely training on current TECHNIQUES and TOOLS”

PIUG 2012 Biotechnology MeetingFeb. 7, 2012 Competitive Intelligence: Meeting Current Challenges in BiotechnologyMerck Research Laboratories, Boston, MA

PIUG 2012 Annual ConferenceApril 28-May 3, 2012 Denver Marriott City Center, Denver, CO

SAVE THESEDATES!

2012PIUGconf_7-25x9-5 copy.pdf 1 9/28/11 9:40 AM

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For the past 15 years, BizInt Smart Charts software has helped pharmaceutical, chemical and other high-tech companies create, customize and deliver high-quality drug pipeline, patent, clinical trial, and gene sequence reports.

We’re pleased to announce that we’ve added support for Thomson Innovation in BizInt Smart Charts for Patents 3.4, as well as a new XML Smart Data Exchange option for exchanging data with analytic tools such as Vantage Point.

BizInt Smart Charts Reference Rows™ – an exciting new utility which combines data from different records into a single Reference Row in your patent, pipeline, or clinical trials report – is now in beta and will be released by the end of this year.

Thank you to all our customers and partners for your support over the last 15 years — we look forward to working with you in the years to come!

Visit our table in the Exhibits Hall to see the latest developments!

For more information, go to www.bizcharts.com

Remy (199

7–20

10)