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Students at UNH Law Patent Law Class learn primary, secondary and practice tools and strategies as part of the Information Literacy Plan
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Patent Law : Tools and Strategies
Jon Cavicchi©2014
Professor of Legal ResearchIntellectual Property Librarian
Patent Law : broad fields
Patent Legal Research
Patent Law Research Guides
Complimentary Research Presentations
• UNH Law Library Web– International Patent Legal Research– Searching Prior Art
InfoLit 101 : determine value added
Patent Legal Professional Research
• Primary legal– Domestic, foreign, international
• Secondary legal• Current awareness• Facts• Public records– Patent documents, docketing, post issuance
• Technical literature
Prosecution & Litigation
• Primary Sources– U.S. Code– CFR– MPEP– Administrative Decisions– Court Decisions
NOT 35 USC
Premium Access
What is the value added to each…?
Open Web Access
Patent Legislative History : Major Acts
• Constitution• Patent Act of 1790• Patent Act of 1793• Patent Act of 1836• 1952 basic structure of modern patent law• 2011, the Leahy-Smith America Invents Act
(AIA) • Full listing of major patent legislation
Tools and strategies
• Quick or cumbersome depending on act• Mix and match print and online sources• Mix and match open and premium web• Appendices of treatises– Chisum on Patents
Aggregates histories from many print and online
sources
AIA Example: Easy
1952 ActCommentary on the New Patent Act
P. J. Federico
Premium Access
What is the value added to each…?
Open Web Access
CAUTION: EDITIONS AND REVISIONS VARY WILDLY
Premium Access
What is the value added to each…?
Open Web Access
History for Association for Molecular Pathology v. Myriad Genetics, Inc.
Same tools and strategies for Patent Trial and Appeal Board
Facing a “one box search” • Use a human being rule – ask around• Use patent case online collections or print reporters• Know case name• Known lawyers• Known docket number or citation• Known issue
– Consider topic & key number search– Consider Lexis Case Outline
• Known similar case(s)• May need a TARP list• Secondary sources• MPEP• KeyCite / Shepardize
Premium Access
• Westlaw– Federal patent cases collection– Topics and key numbers– Secondary sources
• Lexis– Patent law practice area– Lexis headnotes– Secondary sources (noteworthy Chisum on
Patents)
• BNA IP Library– USPQ– Well developed “topic and key number” system– Templates and boolean searching– Latest court & PTAB decisions highlighted – Secondary sources
• General Case Searching • U.S. Courts
– U.S. Supreme Court (PDFs of U.S. Reports 1991-, slip ops 2008-) • Browse documents by Term or search “All Documents or “Docket Files.”
– U.S. Courts of Appeals (links to court websites, coverage varies)– U.S. District Courts (links to court websites, coverage varies)
• Findlaw (Cases & Codes > Select Court) – U.S. Supreme Court (1893-)
• Search by citation, party name, or full-text• Browse cases by year (2005-)• May use Boolean and proximity operators, and wildcards
– U.S. Courts of Appeals (1995-, First Circuit 2/1984-, Ninth Circuit 11/1994-) • Search full text, by party name, or docket number• Browse recent decisions
• FDsys– U.S. Courts of Appeals (coverage varies)– U.S. District Courts (coverage varies)
• Google Scholar (Legal Documents > Search all or selected Federal Courts) – U.S. Supreme Court (1791-)– U.S. Courts of Appeals (1923-)– U.S. District Courts (1923-)
• Justia (Laws: Cases & Codes > Browse by Volume or Year (Sup. Ct. 1959-). – U.S. Supreme Court (1791-)– U.S. Courts of Appeals (1951-)– U.S. District Courts (coverage varies) Decisions and Orders by State/District
• Legal Information Institute (LII) (Legal Resources > Federal Law > Judicial Branch) – U.S. Supreme Court (1991-, historic decisions) Search by keyword, browse by topic, author, or party.– U.S. Courts of Appeals (links to court websites)
• Public Library of Law (Case Law > Search by Keyword; Advanced Options > Restrict by Date Range and/or Jurisdiction > Search by Keyword. Results displayed by relevancy) – U.S. Supreme Court (1759-)– U.S. Courts of Appeals (1950-)
Open web patent case research strategies
• Look for a patent filter on a general site
Other Strategies
• Patent Case Summaries & Reports– Law firms– Blogs– IP Law Associations– Law schools– Professional Associations
Patent Application Information Retrieval
Court Dockets & Documents• PACER• Courts• Lexis and Westlaw• Open websites– Justia
Patent Forms
Secondary Sources
Why use them?• Find patent law & precedents• Understand patent law• Capture & cull arguments• Find other sources • Spectrum scholarly to practice• Practice materials– Form– Clauses– Checklists
All traditional tools work with patent law legal research
Top publishers in patent law
All have portfolios covering patent
• Prosecution• Litigation• Licensing• Business transactions• Foreign & international law & practice• All in print and online
Keys to access patent treatises
• Online catalogs : MELCat– UNH Law has over 5000 treatises on patents
• UNH Law Library home Electronic Resources• Amazon• Publisher websites • Google Books
Top Treatise : Law
Top treatise : claims drafting
Look for titles on drafting patent areas like software, business method,
chemical, biotech…
CAFC law & practice
Patent Periodicals
• Scholarly journals• Bar / Professional journals• Commercial journals• Trade journals• JOLTs• Science & Technology• Business • Other interdisciplinary
Patent Legal Professional
OPEN & PREMIUM NEWS OPTIONS
• IPO sites• Professional / bar associations• Law firms• Commercial publishers • Service providers• Alert services– Multiple media options
• RSS Feeds• Blogs• Social Media
Blogs – Top Choice Lists
• BlawgIT http://blawgit.com/2009/02/20/top-25-patent-blogs/
• IPWatchdog http://blawgit.com/2009/02/20/top-25-patent-blogs/
• http://www.abajournal.com/blawgs/topic/patent+law
Patent Blog producers
• Academics• Lawyers• Commercial publishers• Solutions providers• NGOs
Finding patent blogs
Some popular choices
Free to you in law school…”low cost…high value”Also alert for Patent Trial and Appeal Board
Professional Education/CLE
• Patent professional organizations• Governmental Organizations• Bar organizations• NGOs• Law schools• Law firms• CLE providers
Monitoring patent litigation
SET UP CUSTOMIZED DOCKET ALERTS ON LEXIS OR WESTLAW IF YOU HAVE ACCESS
Social Media
Kill or love the bird? What info does
Twitter yield
