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Intellectual Property

Freedom to Operate Searching

4 Oct 2017

Standard 699 979 1090
Excluding VAT @ 20.00%

Venue: Rembrandt Hotel, London

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Bespoke training

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Course Overview

A comprehensive one day seminar covering topics such as:-

  • Background and motivations to searching freedom-to-operate
  • Understanding the background, defining terms and objectives
  • Fundamentals of FTO search scope
  • Methods for searching for claimed features
  • Using basic legal status tools to assist evaluation
  • Understanding and reporting the results from an FTO perspective

Who should attend

  • All those working in IP or patent information or patent engineer roles either in industry or legal businesses
  • 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
  • These seminars are ideal for those with some limited experience or self- taught in patent searching wanting to consolidate their skills


Background and motivations to freedom-to-operate searching; extent, timing, caveats

  • Understanding the background to a search
  • Terminology variation and search objectives

Fundamentals of FTO search scope

  • In-force patents
  • Other IP rights
  • Pending applications
  • Recently lapsed rights
  • Expired rights
  • Non-patent literature
  • Analysing the search question; multiple aspects or features
  • Understanding the results from an FTO perspective; multiple aspects or features

Methods for searching for claimed features; full text and text segments, extended classifications

  • Using basic legal status tools to assist evaluation; finding amended claims
  • After the subject search; verifying status of patents

Reporting aspects for an FTO search


Stephen Adams

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.

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Patentability and State of the Art Searching

Previous customers include...

  • AstraZeneca AB
  • BIC VIolex S.A
  • Coloplast
  • De Beers UK Ltd
  • Gulde & Partner
  • Industrie De Nora S.p.A
  • MAS Innovation
  • Pilkington Technology Management Limited
  • Proctor & Gamble Technical Centres Ltd
  • William Blythe Limited
  • Wolviston Group Ltd