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Patentability and State-of-the-Art Searching Training Course: face to face & live webinar

A comprehensive and practical two-day seminar covering the key aspects of patentability and state-of-the-art searching.

6-7 Oct 2020

& 23-24 Feb 2021 , 5-6 Oct 2021

Book now

Details

Course overview

The world of patents and state-of-the-art searching can be a minefield if you’re not fully up to date with latest practices and technologies. This practical course will take you through the processes of defining, instigating and completing a state-of-the-art search in relation to patents.

From understanding the range of databases available, choosing a data collection and defining your search scope, right through to completing the search and evaluating the results, the expert trainers will give you all the insights you need to avoid costly pitfalls. They will make sure you are up to date with new technologies and offer guidance on monitoring patent families. This is a must-attend, value-rich event for all those involved in state-of-the-art searching.

PLEASE NOTE THAT DELEGATES ATTENDING THIS EVENT WILL NEED TO BRING LAPTOPS OR TABLETS WITH THEM FOR THE PRACTICAL SESSIONS


Who should attend?

  • All those working in IP or patent information or patent engineer roles either in industry or legal businesses, including:
    • IP managers
    • Patent research specialists and analysts
    • Patent attorneys
  • R&D scientists and engineers wanting to ensure they are not ‘re-inventing the wheel’
  • Customer service and training representatives in the commercial information provider community who want to know more about what their customers do with patent data
  • All those wanting to consolidate and enhance their skills in searching

Programme

Introduction to searching in the patent literature

  • Searching – process overview
  • The basics of information retrieval
  • The three elements of any search
    • Data quality
    • Technical steps – precision and recall in practice
    • Human skills
  • How patents differ from other technical documents

Choosing a data collection and understanding the range of databases available

  • The impact of search engine or vendor choice
  • Forms of database and the implications for searching
  • The responsibility and skills of the searcher
  • Pre-search briefing and post-search reporting – communication aspects

Background and motivations to patentability searching: extent, timing, caveats

  • Understanding the background to a search
  • Novelty or patentability?
  • Approaches to the search – source-based, concept-based
  • Using secondary and tertiary literature sources
  • Pre-search preparation and maximising efficiency
  • Common pitfalls and how to avoid them

Fundamentals of the search scope

  • Defining a search for universal novelty
  • Searching for (lack of) inventive step
  • Some differences in US practice
  • Overall search protocols – narrowing or widening the scope
  • Methods for searching by subject: text, classifications, citations and text-mining
  • Approaches to multilingual sources: document translation, query translation and abstraction

Background and definition of state-of-the-art searching

  • The differences between state of the art, patentability and landscaping
  • Scoping the request for technology or state-of-the-art analysis
  • Search considerations and planning
  • Setting up alerts for monitoring state of the art
  • Reviewing, iterating, relevancy and categorisation

Practical workshop

  • Analysing and reporting your results
  • Keep up to date with state of the art: monitoring new technologies and patent families

Evaluating search results against the search definition

  • Search iterations
  • Indirect methods for identifying additional prior art: inventor/assignee, technical equivalents
  • Special aspects of searches in different technical fields: chemical, electrical, mechanical
  • Specialist tools in chemistry and life sciences


Overview of distinctions between patentability and validity searching

  • Objectives and outcomes of a validity search
  • Implications for liability
  • Validity challenges
  • Sources for file histories
  • Guidelines for search: reactions, mixtures and formulations


Presenters

Stephen Adams (More...)

Stephen Adams is Director of Magister Ltd, a patents documentation consultancy and training service. He worked in technical information for over 20 years, latterly for nearly 9 years with Zeneca Agrochemicals (now Syngenta) as their principal patent searcher. He is Director-at-Large for PIUG Inc.

Jane List (More...)

Jane List has run her own business, Extract Information Limited, providing consultancy, search services, and training, all with a focus on commercial uses of patent information, since January 2013. Prior to this Jane worked on both sides of the information business – the commercial information provider side, in content development, product management, commercial strategy and training roles, and in industry in technology consultancy, and science focused organisations where she was responsible for IP matters, scientific, technical and market information. She teaches on commercial searching including patent landscaping and state of the art searching and reporting in the UK and The Netherlands. She has a BSc, MRSC in Chemistry; MSc in Information Science and Cert. in Intellectual Property Law. She has published papers and spoken at global conferences on patent information matters, and is an active member of PATMG, PIUG and BPIP, professional patent information user groups. In July 2014 she became co-Editor in Chief of ‘World Patent Information Journal’.

Stephen Adams (More...)

Stephen Adams is Director of Magister Ltd, a patents documentation consultancy and training service. For a number of years, he worked as a technical information searcher in the field of food science at the UK Ministry of Agriculture, Fisheries & Food. Following a period as editor of ‘International Packaging Abstracts’ at Pira International, he moved to ICI Agrochemicals (later Zeneca Agrochemicals) to become their principal patent searcher. He founded Magister Limited in 1997. Between 2002 and 2006, Stephen served as the first non-US ‘Director at Large’ for the Patent Information Users Group (PIUG Inc). In 2014, he was re-elected as Vice-Chair of the same organisation. In May 2008, he received a Special Recognition Award from the PIUG. He is also on the editorial board of ‘World Patent Information’, the international journal for industrial property documentation, information, classification and statistics. In 2012 Stephen was named as the IPI-Award recipient by the Selection Board of the International Patent Information Award for that year. He is the author of ‘Information Sources in Patents’, as well as numerous publications and articles.

Book now

Book now

  attend Live webinar attend Face to face
6-7 Oct 2020
Live webinar & Rembrandt Hotel London
6-7 Oct 2020
Live webinar &
Rembrandt Hotel London
GBP 899.00
EUR 1,299.00
USD 1,474.00
Until 25 Aug*
Enrol now
to attend
Live webinar
GBP 1,099.00
EUR 1,539.00
USD 1,714.00
Until 25 Aug*
Enrol now
to attend
Face to face
23-24 Feb 2021
Live webinar & Face-to-face (venue not yet confirmed)
23-24 Feb 2021
Live webinar &
Face-to-face (venue not yet confirmed)
GBP 899.00
EUR 1,299.00
USD 1,474.00
Until 12 Jan 21*
Enrol now
to attend
Live webinar
GBP 1,099.00
EUR 1,539.00
USD 1,714.00
Until 12 Jan 21*
Enrol now
to attend
Face to face
5-6 Oct 2021
Live webinar & Face-to-face (venue not yet confirmed)
5-6 Oct 2021
Live webinar &
Face-to-face (venue not yet confirmed)
GBP 899.00
EUR 1,299.00
USD 1,474.00
Until 24 Aug 21*
Enrol now
to attend
Live webinar
GBP 1,099.00
EUR 1,539.00
USD 1,714.00
Until 24 Aug 21*
Enrol now
to attend
Face to face

Learn more about our different live training formats.

* Note the early booking discount cannot be combined with any other offers or promotional code

Customised in-house training

We can customise this course to meet the requirements of your organisation and deliver it at your location and/or online.

Contact us

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Previous customers include...

  • AB Tetra Pak
  • Abzena plc
  • Bic Violex SA
  • CHEMO Laboratorios Liconsa SA
  • Dairy Crest
  • Enterprise Estonia
  • GEMALTO SA
  • LEO Pharma
  • MTG
  • Nestlé
  • Novo Nordisk A/S
  • Patrade A/S
  • Pirelli Tyre
  • Procter & Gamble
  • Procter and Gamble
  • Proctor & Gamble Technical Centres Ltd
  • Terma A/S
  • The Binding Site Group Ltd
  • Torner Juncosa i Associats SL
  • Umicore AG & Co. KG
  • Umicore Research & Development
  • William Blythe Limited
  • Wolviston Group Ltd
  • Yara International ASA

I learned many new things that will be of help to effectively perform searches for my clients. Highly recommended to anyone who's either new to the field or been around for a while already.

Siim Kinnas, Intellectual Property Advisor, Enterprise Estonia, Feb 20

Excellent teachers!

Pilar Navarro, Patent Adviser, CHEMO Laboratorios Liconsa SA, Feb 20

Good content given by knowledgeable speakers.

Juan Manuel Serrano Becerra, Patent Analyst, Umicore AG & Co. KG, Feb 19

The course was very well run, by two highly experienced speakers, passionate about searching. There were clear explanations given regarding all the elements to consider for carrying out a search optimally as well as practical tips to apply those elements.

Marie Lacombe, Junior Patent Attorney, Yara International ASA, Oct 18

Both speakers were obviously very knowledgeable in the field of patent searching. The practical session was good as were the examples used and provided.

Michelle Surmacz, Regulatory Affairs Specialist, The Binding Site Group Ltd, Feb 17

The speakers were very knowledgeable.

Gang Si, Senior Scientist, Proctor & Gamble Technical Centres Ltd, Feb 17

Both speakers were engaging and you could tell they were very knowledgeable in the area.

Lois Scarth, IP Assistant, Wolviston Group Ltd, Feb 17