IPI-ConfEx Programme 

Preliminary Programme Schedule

Programme subject to change at any time.

International Patent Information Conference & Exposition

IPI-ConfEx: Best Practices in Patent Information Management and Searching

Below is an overview of the conference schedule. (Timings are subject to change) Sunday 5 March 2017 15:00 - 18:00 Educational Vendor Workshops 18:00 - 19:30 Welcome Reception & Exposition Monday 6 March 2017 09:00 - 17:00 Conference Sessions & Exposition 18:00 - 21:00 Conference Gala Dinner & Networking Event Tuesday 7 March 2017 09:00 - 17:15 Conference Sessions & Exposition Wednesday 8 March 2017 09:00 - 14:30  Conference Sessions & Exposition

Hear from industry’s most elite speakers and join in the discussions yourself with the ever-popular interactive sessions.  Also, visit the exhibit hall where you can meet with industry's leading product and service providers, get live demos and keep up to date with the very latest tools and products on the market.  IPI-ConfEx has everything under one roof!

Conference Programme Presentations with Abstracts Below is a list of speakers and presentation that will feature on the 2017 programme.

IPI-MasterClass: The Other Side of the Tapestry – The Role of Translation in Patent Information Stephen Adams - Managing Director, Magister Ltd. Ever since national patent laws expanded their criteria for patentability to include universal novelty, the patent professional has needed access to publications issued in a range of languages.  The techniques to identify, analyse and understand the content of a multi-lingual corpus have developed rapidly in the last 20-30 years, especially since the widespread availability of electronic originals and machine-aided translation.  This session will give an introduction to some basic language and linguistic concepts, an insight into the challenges of machine translation and the various models in use, and an overview of how query translation and document translation have had an impact upon the work of the patent information specialist. Industry 4.0 and its Impact on the Patent System Grant Philpott – Principal Director ICT, European Patent Office The 4th Industrial Revolution - or "Industry 4.0" - is the revolution of connectivity and distributed intelligence. It is characterised by driving technologies such as The Cloud, Big Data and the Internet of Things, and by the presence of computer technologies in every aspect of our lives. The consequences for IP are potentially tremendous, and they challenge some of the fundamental concepts of the system, such as the definition of "industry" and "inventor". There will be a greater overlap and interplay between the types of rights, and as software pervades through all technologies a greater debate on the patentability of software. Patent offices will have to react to these changes, adapting their approaches. There will also be an impact on patent information and new challenges for patent searchers as a result of Industry 4.0. Ideas for Reducing Patent Infringement Risk Using Historical and Predictive Patent Mapping Christopher B. Austin – Partner, Michael Best & Friedrich LLP Clients continue to demand more from patent mapping systems and methods, including ways to further mitigate patent litigation risk.  As the costs of patent infringement escalate, so does the need to better identify trends in competitor patent activity.  The ability to recognize and even forecast patent activities in a given industry and technology has obvious advantages, yet the dimension of time is underutilized in many conventional patent mapping techniques.  This presentation focuses upon ideas for unlocking the potential of trend identification in patent analytics systems.  Historical and predictive patent modeling can give technology companies a significant advantage in making business decisions and navigating patent landscapes.  Coupled with proper patent clearance and non-infringement counseling, such processes are no longer on the horizon of what sophisticated legal consumers demand. The Dos and Don’ts of Customer-oriented Technology Monitoring – Optimized Workflows to Create Company-wide Knowledge Networks Maik Annies - IP Analyst, Syngenta Semi-automated monitoring of scientific and technical information is crucial for an organization’s business in many aspects. Value-add information regularly provided to customers supports ideation and innovation within R&D, creates crucial knowledge about competitor activities, and ensures freedom-to-operate by helping to avoid infringement. The talk focuses on best-practice strategies to establish effective and customer-oriented monitoring solutions. Optimized workflows from strategy design to categorization and delivery of value-add data to customers with a focus on patent literature are presented. Furthermore, the importance of post-processing and sharing functionalities for end-users to create company-wide knowledge networks as an important success factor of Technology Monitoring will be discussed. Certification – Is it still going to happen? Bettina de Jong - CEPIUG It has been very quiet around the certification project, but that does not mean that nothing has happened. The team has been working very hard to review the Articles and Rules taking into account feedback received on the first version. The second version is about to be released together with a proposed Code of Conduct for a final feedback round. The most important changes will be presented, together with the main points of the Code of Conduct and with a report on the progress made by the Training & Education working group and the Patent Landscaping group.  Brexit : A Searcher’s View of the Known Unknowns… Stephen Adams - Managing Director, Magister Ltd. The discussions following the exit referendum in the UK have largely centred around the impact on the unitary patent scheme.  However, much in the area of IP will remain unchanged, for at least the period of the exit negotiations.  This paper will review some of the wider issues raised by the departure of the UK from the EU structures, and the implications for rights holders across Europe, as far as can be determined at this time. The Value of the Reference Database “DOCDB” of the European Patent Office Miguel Albrecht – Director Information Services Processing, European Patent Office DOCDB is a reference database linking the wealth of digital information in the patent world. In the past decade the database has evolved in terms of quantity, quality and complexity. This presentation focuses on what has driven this evolution and how value is delivered to the many users of DOCDB: patent examiners, patent information professionals, providers of commercial patent information services, economic researchers and the public at large. Aspects covered are: the digital document, the efficiency of patent families and citations, the evolution of classification in DOCDB, the relevance of non-patent literature in different technical fields. It also approaches the evolution of DOCDB considering the growth of Asian literature and the advent of “Quality at Source”. WIPO Standards – Common Framework for Working with IP Information Anna Graschenkova – Industrial Property Information Officer, International Classifications and Standards Division, WIPO The presentation starts with a general overview of current standards on industrial property (IP) information and documentation adopted by the Member States of the World Intellectual Property Organization (WIPO).  It introduces four main groups of WIPO Standards and the process of their adoption, as well as highlights key-topics covered by international recommendations: use of IP right codes and country codes, coding of elements of bibliographic data, recommendations on application numbering, presentation of dates and others.  In addition to that, the presentation provides information on IP offices’ practices and their progress in the implementation of WIPO Standards. The second part of the presentation focuses on recent developments in the standardization of IP information, in particular, the new standard on the presentation of sequence listings in XML (ST.26), the revision of recommendations regarding references cited in patent documents (ST.14) and the progress in standardization of trademark and legal status information.  It also addresses current tasks carried out under the umbrella of the Committee on WIPO Standards (CWS), like the standardization of applicant names and recommendations related to authority files. Essential Teachings regarding Patent Searching – Reflections on Patentability, Invalidity and Freedom-to-Operate Searching Lucy Antunes – Library and Patent Searching Analyst, Nutrition and Health, E. I. du Pont de Nemours and Company The author started her career in patent searching in 1989.  In this paper she will reflect on some of the things that she has learned during her career doing patent information research for patentability, invalidity and freedom to operate studies.  These reflections will include technical comments comparing the search types (e.g. how to select references for patentability vs. FTO, date and geography issues, etc.), about claim language, tips for search strategy development and for reporting results. They will also include reflections about soft skills such as courageous communication, pushing back on attorneys, the importance of creativity, as well as more general comments and recommendations about the life of a searcher.  The content of this talk is based largely on a workshop she taught at the GO Institute in The Netherlands for 12 years.  This is a workshop for patent information specialists focused on approaches for these types of searches.  Citation Information and its Use in Patent Information – Including Case Studies and Applications for Patent Valuation Paul van Elburg – Patent Analyst, Shell International B.V Citation information is increasingly made available in the Patent Information World. The REFI database of the European Patent Office is containing a wealth of information on patent and non-patent literature that is cited by examiners and applicants as relevant prior art to new inventions.  Amongst others, standardization of citation raw data and enhanced co-operation between major patent-issuing authorities has resulted in more harmonization of these data into public sources such as Espacenet, Common Citation Document and the Global Dossier, allowing direct access to (national) patent registers, search reports, substantive examination material and 3rd party observations, and citations brought in during opposition procedures.  Is it mainly prior art citations of literature back in time, the use of so-called forward citations of subsequent art is more and more discovered as useful information. Various commercial tools are appearing on the market, that built on this piece of information, allowing more efficient searching or allowing patent valuation of patent publications being cited as relevant prior art.   This presentation will give an overview of sources for citation information, illustrated with use case examples and a selection of commercial tools that make use of citation information for patent valuation. The Unitary Patent: Recent Progress Towards New IP Structures in Europe Stephen Adams - Managing Director, Magister Ltd. The process of starting the unitary patent registration system across the EU states is still moving forward.  Although the UK has announced that it will ratify the UPC Agreement, the eventual working system may not operate in quite the way that was envisaged a few years ago.  The UK’s departure could have a radical effect upon the attractiveness of the system for rights holders.  This paper will consider some possible ways forward, as seen from the perspective of the patent information generated, where and how it will be maintained and how to interpret it. Quality in, Quality out – Innovation at Minesoft to help with the “in”!! Rob Poolman - Senior Manager, Minesoft The quality of any search stems from the comprehensiveness of a search strategy. Although no database can do the search for you, it can provide features and functionality to help. Delivered from the perspective of an experienced patent analyst, we will use case studies to discuss the challenges in ensuring comprehensiveness and the features and functionality of PatBase which can help, including: 1. PatBase Thesaurus to help identify synonyms, acronyms, names and numbers 2. PatBase Semantic searching to broaden any patent search 3. Minesoft Chemical Explorer to ensure the identification of all patents disclosing a chemical anywhere in the full text. This presentation will demonstrate how any user can benefit from the innovative features and functionality in PatBase to craft a meaningful patent analysis for any technical area. Update on PATENTSCOPE, WIPO CASE and Global Design Database Anna Graschenkova – Industrial Property Information Officer, International Classifications and Standards Division, WIPO The presentation covers the main features of the PATENTSCOPE database, including the new chemical structure search functionality and the new version of WIPO Translate using neural machine translation; it also provides its latest coverage and plans for future improvements and additions to the database. The update on WIPO CASE will show the evolution of the system from its launch in 2011 to recent developments, in particular, linkage between WIPO CASE and One Portal Dossier, as well as the new layout and configuration of WIPO CASE portal. The presentation will introduce main characteristics, functionality and plans for further development of WIPO Global Design Database, which is a free tool to search industrial design information from multiple national and regional collections, as well as international registrations under the Hague System. Seven Golden Habits for IP Information Scientist - Empirical Rules from Japan Tsutomu Kiriyama – Chair of PDG of INFOSTA and Guest Researcher of Japio An ordinal searcher is apt to misunderstand that professional searches can be brought up in a few years through mastering operating instructions of favorite databases. Seven golden habits for IP Information Scientist are explained such as ; Intellectual Curiosity, Basic Knowledge & Skills, Discipline, Stand on the delivery side, Breakthrough Force up, Communication- Collaboration-Mutual respect, and Balanced Integration totally. Those habits are obtained from experiences of Japio guest researcher for a decade, presentations in continuous 14 years for INFOPRO symposiums in Japan, and a school master of IP Information Map Analysis for a decade. It is very important to continue Self Professional Development (CPD) like as a beginner.  A Proposal of the Method to Know the Candidates of the Companies' New Products Izumi Tsuzuki - Representative Director, HIT Service Institute It is important for companies to know the development trends of new products of other companies and it is also important information for developing new products of their own company. For products that are consumed in the daily life, it is important to grasp user needs trends. Meanwhile, companies are also looking for new products that could potentially become a boom in the future, taking into account these needs.  In this case, I propose a method of finding a signal that leads to future product development from patent application information, taking the daily-consumed products as an example.  By considering it with the business information, I propose a method to know the candidates of the companies’ new products. STN Product Update - Focused and Efficient – Structure Searching on STN Elke Mueller – Head STN Sales, FIZ Karlsruhe With sources from CAS, Clarivate Analytics and Elsevier STN offers a unique portfolio of chemical substance databases including both specific and Markush structures. For increased efficiency simultaneous structure search in all substance databases is facilitated. Nevertheless the full potential of each source can be tapped when using database specific features such as the Derwent Superatoms for DCR and DWPIM. This product update will highlight the recent enhancements including the Excel output with integrated hit and assembled Markush structures as well as PatentPak, the newest time saving solution on STN. In addition, an outlook on future enhancements will be given. LexisNexis’ New Search Tool TotalPatent One™: Reimagined, Redesigned and Revolutionary Richard Gynn – Sales Engineering & Onboarding Manager – LexisNexis IP Solutions The new search tool TotalPatent One™ is reimagined, redesigned and revolutionary. In this presentation we will tell you why we build a completely new platform and why it is innovative and easy to use. We will show you what it looks like and what new features will help you to be more successful in your patent research. TotalPatent One gives you comprehensive, on-point results with a fast and easy-to-use modern interface, based on Single Page Application. The deepest archive of patent data, citations, translations, and patent family collections available anywhere, will help you stay fully informed and deliver quality research results. Minesoft – New functionality and Enhancements Rahman Hyatt – Director, Minesoft Discover an array of new enhancements to Minesoft patent solutions. A Semantic Search module has recently been added to both PatBase and PatBase Express, alongside the new PatBase Thesaurus; a multi-disciplinary thesaurus combining Chemical Search, Language Explorer, Dictionary and Thesaurus into one easy-to-use product. Learn more about the new Patent Analytics modules in PatBase and the extended coverage of patent data (now hosting 41 full text authorities) and legal status information being offered across our product range. Leverage the Key Features of your Patent and Sequence IP Databases with BizInt Smart Charts for Patents Diane Webb – President, BizInt Solutions Comprehensive patent families, sequence alignment data, clear and accurate assignees, concise family legal status, relevant claims, chemical structures -- these are elements of a professional IP report.  You need to leverage the strengths of the patent databases at your disposal to create the most valuable IP reports for your client.  In this presentation we will show examples of how BizInt Smart Chart tools help you integrate these elements into a high quality product to support IP analysis in your company. GenomeQuest IP Sequence Search and its Databases Julien Doudement - Product Manager, GQ Life Sciences Here we will show how to search for DNA/RNA/protein patents and applications using GenomeQuest and GQ-Pat: the largest and most comprehensive, manually-curated, biological sequence IP database in the world.  We will give insight into the building of the GQ-Pat database and its future version.  We will show how millions of patent records are stored, manipulated and curated. ProQuest Dialog and PatSeer: A Powerful New Partnership Richard Hollis – Regional Sales Director, Corporate International, ProQuest Have you heard the news? ProQuest Dialog and PatSeer have joined forces! Now, patent searchers can use our products together to access the best content, workflow, and analysis and visualization tools in the industry. Learn about our full-text patent databases, largest searchable collection of prior art and non-patent literature, and powerful analytics and visualization tools – all designed to answer your IP questions with ease. We’ll help you accelerate R&D and protect your investments to the fullest extent. New Databases and Legal Status Sources from Questel Felix Coxwell – Product Manager, Questel Questel provides software, consulting and e-learning solutions to support the complete innovation life cycle.  Discover the new data; which is being added to Orbit Intelligence and the other Questel platforms: 1. New FullPat database for targeted freedom to operate searches 2. Legal status data integrating USPAIR, FDA Orange Book, USPTO gazette, IPR and PTAB content 3. Standards from ETSI, IETF, IEEE, IEC, ITU, ISO, OMA, ATIS, TIA 4. Litigation data from US, CN, DE and FR courts 5. Integration of Chemistry search tools molecule database Patent Case Law Data Brings a Whole New Dimension to Patent Analysis Rik Minoodt - Head Business Development Europe, Darts-ip Darts-ip is the only source for global, up-to-date, and clean patent case law data. • know if a patent is being challenged anywhere in the world. • learn on what basis a patent has been invalidated. • find out what are the most litigious patents in a certain field. • use our claim construction tool to understand how claim terms are interpreted regionally. • get an idea of the damages paid to plaintiffs of infringed patents • identify what NPEs are active in a certain field. RightFind: Increasing Content Access while Effectively Enabling Global Self-Service at a Global Research & Development Organization Joost Kollöffel – Senior Marketing Manager, RightsDirect This use case discusses the challenges that a global Life Sciences company had, who operate with more than five thousand R&D staff working in 150 international locations and only one central Information Department. Multiple processes were used to get access to content and there was limited visibility to the library’s services. The RightFind Content Workflow Solution was introduced as the single content access platform in combination with a Multinational Copyright License. The result was a streamlined more efficient content access-process with lower costs and improved internal communication. IPI KnowledgeExchange™ Breakout Discussion Groups Encompassing information within small to medium sized companies as well as large organisations. The following topics will be discussed: • Developments in Machine Translation – Looking at service providers, google, WIPO, EPO and the critical user • Legal Status Information – Looking at options globally • IP5 Activities and the Global Dossier – What is the outcome for users and is it meeting expectations • Patent Classification Systems – Discussing CPC, F/FT Terms, etc. • Google Patent Searches Compared to Traditional Searches – User experiences • Use of Patent Data as Big Data – Considerations and techniques for gathering intelligence from patent information • Development of Patent Intelligence with Additional Data – Best practices and experiences • New Geographical Areas Where Patent Information is Becoming Important – Options and issues to get data in unusual countries e.g. Africa • In-house Procedures for Monitoring Patent Information – Including following-up (third-party) patents in a (FTP) risk management/assessment perspective • Continuing Professional Development of Patent Information Professionals – e.g. QPIP • Quality of Databases – Comparison of products on the market and user best practices • Specialised Searching – Best practices for validity and freedom-to-operate searching • Patent Landscaping and Analysis – Current status of best practices • The Information Professional’s ‘Edge’ – Defining your unique value and communicating it to the company via internal marketing methods that work Educational Vendor Workshops Conference Delegates are provided with further professional development and learning opportunities via a series of educational workshops. Attendance at these workshops is open to all registered delegates and is included in the registration fee. Minesoft PatBase Workshop: Semantic Search, Data Mining and New Data for Better Patent (and Non-Patent) Search and Analysis. Rahman Hyatt - Director, Minesoft Robert Poolman - Senior Manager (Innovation and Consulting), Minesoft This workshop will showcase the latest additions to PatBase and other Minesoft products. Working with Chemical data in patents and using non patent sources to extend your search. Client feedback directly shapes Minesoft products, which are constantly being enhanced to optimise the user experience. From our new semantic search module to discover hidden patents to the new PatBase Thesaurus allowing for more on-target searches by professional searchers as well as occasional users. Beyond the Limits of Automated Indexing – The STN Chemistry Galaxy Jan Baur – STN Trainer, FIZ Karlsruhe STN's chemistry databases offer unrivalled value to IP Professionals when looking for comprehensive and relevant search results, supporting highly efficient searches. STN users do not waste time for evaluating automatically annotated documents of low relevance. They can rely on the intellectual indexing processes and STN's sophisticated substance and structure retrieval system. Join us in this STN workshop to explore and exemplify specific and generic substance and structure searching in CAS core chemistry databases REGISTRY/MARPAT/CAPLUS, the Derwent content of DCR/DWPIM/DWPI and Elsevier's REAXYSFILE . The workshop sketches chemistry searches from structure drawing up to the results presentation in Excel. Tips & Tricks for Creating Patent and IP Sequence Reports with BizInt Smart Charts for Patents John Willmore – VP Product Development, BizInt Solutions In this workshop we will demonstrate how you can use the latest features of BizInt Smart Charts for Patents to create professional IP reports, integrating patent data from PatBase, Orbit and STN as well as sequence data from GenomeQuest.  We will show how to use BizInt Smart Charts to identify related family members across databases,  select key data from each source, and deliver high-quality reports to your clients with links to source records and full- text patents. GenomeQuest: In-depth Update on New and Upcoming Features and Content Julien Doudement - Product Manager, GQ Life Sciences Here we will share new developments and improvements in GenomeQuest and GQ-Pat planned for 2017. We will be able to answer questions and welcome discussion and feature requests.