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Freedom-to-Operate Searching

Get to grips with the fundamentals of FTO searching, understand the scope of a search and analyse the types of rights you will encounter.

Customised in-house training course

The content, presenters and format of this course are customised to your requirements.

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Details

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.

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

Background and motivations to freedom-to-operate searching

  • Understanding the background to a search
  • Extent and definitions
  • Terminology variation and search objectives
  • Types of infringement
  • Clearance
  • Duties of the searcher
  • Timescales and scope

Fundamentals of FTO search scope

  • Considerations for source selection
  • Understanding terminology in the prior art
  • Analysing the search question: multiple aspects or features
  • Understanding the results from an FTO perspective and interpreting claims: multiple aspects or features

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

  • Stages of the search
  • The subject matter
  • Scope and sequence
  • Source selection and searchable claims
  • Full text and text segments searching techniques
  • Extended classifications and navigating the hierarchy
  • Limitation of results
  • Using basic legal status tools to assist evaluation – finding amended claims
  • After the subect search – verifying status of patents

Reporting aspects for an FTO search

  • Form of the report
  • What to report – content and scope
  • How to report it
  • Follow-up possibilities

Presenter

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.

Customise

Customise & book

This course can be customised to meet your requirements, and delivered to your colleagues at your location or online. For more information, call us on +44 (0)20 7749 4730, email us at inhouse@management-forum.co.uk or contact us below:

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Continuing professional development

This course qualifies for 6 hours for your CPD records.
More about CPD

Training options

Public course dates

We can deliver and customise this course for any number of attendees, at your location or online. But if you have fewer colleagues, this course is running publically on:

  • 11 Apr 2022
  • 13 Oct 2022

Book now

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Previous customers include...

  • AB Tetra Pak
  • AstraZeneca AB
  • BIC VIolex S.A
  • Boots UK Ltd
  • Coloplast
  • Coloplast A/S
  • Colorobbia España S.A.
  • De Beers UK Ltd
  • De La Rue plc
  • Enterprise Estonia
  • GEA Food Solutions Bakel B.V.
  • GEA Westfalia Separator Group GmbH
  • Gulde & Partner
  • Industrie De Nora S.p.A
  • Innovia Films Limited
  • Inspicos A/S
  • IZI Patents
  • Norwegian Industrial Property Office
  • Oxford Biomedica
  • Patrade A/S
  • Pilkington Technology Management Limited
  • Proctor & Gamble Technical Centres Ltd
  • Research and Markets
  • sophia genetics
  • Terma A/S
  • Torner Juncosa i Associats SL
  • Umicore
  • Umicore Research & Development
  • UNILAB, INC.
  • William Blythe Limited

Very comprehensive talk, with great content.

Luke Townsend, IP Researcher, Oxford Biomedica, Feb 21

Stephen Adams was excellent. He has experience in the field, was easy to follow and gave a good answer to difficult questions.

Shire Elmi, Examiner, Patentstyret, Feb 20

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

Kapil Agashi, Patent Advisor, Boots UK Ltd, Oct 18

The course was well structured and delivered by a very experienced person. It delivered what I had expected in a clear and concise manner – I am happy.

Peter O'Donoghue, Technology Partner, De Beers UK Ltd, Feb 17

Enjoyed the course and found very useful. Would recommend.

Alan Hazzard, Head of Intellectual Property, Pilkington Technology Management Limited, Feb 17

Very well-structured course with interesting subject matter.

Dionysios Athanassiou, IP Enforcement Engineer, BIC VIolex S.A, Feb 17

Everything was up to my highest satisfaction!

Kaushalya Perera, IP Analyst, MAS Innovation, Oct 16

Content was well covered and the speaker addressed questions in a very clear way.

Montserrat Vasquez, Senior Scientist, Proctor & Gamble Technical Centres Ltd, Oct 16