Freedom-to-Operate Searching

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 valuation, and understanding and reporting the results from an FTO perspective.

28 Feb 2020

& 8 Oct 2020

GBP 699
EUR 979
USD 1,090

Book now

Course Overview

To excel in your searching role you need to get to grips with the fundamentals of FTO, understand the scope of a search and analyse the types of rights you will encounter. Critically, you also need to understand how to interpret and evaluate the results from an FTO perspective. Are you up to date with the latest searching methods and technologies? Can you verify the status of patents and report your FTO search accurately?

This must-attend, value-rich event, led by an expert in the field, will answer all your queries and ensure you’re working effectively and comprehensively to get the best results for your business or client.

Book both

This meeting runs back-to-back with Patentability and State-of-the-art Searching and there is a further £150/€210 discount when booked together.

To register on both events click HERE

To find out more call Customer Services on +44 (0)20 7749 4730 or e-mail

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


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.

Book now

28 Feb 2020
28 Feb 2020 Cavendish Hotel, London GBP 699.00
EUR 979.00
USD 1,090.00
+ VAT @ 20.00%
Enrol now
8 Oct 2020
8 Oct 2020 Rembrandt Hotel, London GBP 699.00
EUR 979.00
USD 1,090.00
+ VAT @ 20.00%
Enrol now

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Previous customers include...

  • AB Tetra Pak
  • Appleyard Lees IP LLP
  • AstraZeneca AB
  • BIC VIolex S.A
  • Boots UK Ltd
  • Coloplast
  • Coloplast A/S
  • De Beers UK Ltd
  • GEA Food Solutions Bakel B.V.
  • GEA Westfalia Separator Group GmbH
  • Gulde & Partner
  • Industrie De Nora S.p.A
  • MAS Innovation
  • MTG
  • Patrade A/S
  • Pilkington Technology Management Limited
  • Pirelli Tyre
  • Proctor & Gamble Technical Centres Ltd
  • Terma A/S
  • Torner Juncosa i Associats SL
  • Umicore AG & Co. KG
  • Umicore Research & Development
  • William Blythe Limited
  • Wolviston Group Ltd

The speaker was clearly extremely knowledgable, delivered the material in a fun way.

Kapil Agashi, Patent Advisor, Boots UK Ltd

Enjoyed the course and found very useful. Would recommend.

Alan Hazzard, Head of Intellectual Property, Pilkington Technology Management Limited

Very well structured course with interesting subject matter

Dionysios Athanassiou, IP Enforcement Engineer, BIC VIolex S.A

It delivered what I had expected in a clear and concise manner. So I am happy.

Peter O'Donoghue, Technology Partner, De Beers UK Ltd

Content was well covered and was enough. Speaker addressed questions in a very clear way.

Montserrat Vasquez, Senior Scientist, Proctor & Gamble Technical Centres Ltd

Everything was up to my highest satisfaction!

Kaushalya Perera, IP Analyst, MAS Innovation