patent and prior art 101 - patexia web series

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Patexia Web Series: Patent and Prior Art 101 Patexia. March 2013 www.patexia.com Disclaimer: Patexia is not a law firm and does not provide legal advice Pedram Sameni Founder and CEO

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These slides come from the the Patexia IP Matters Web Series: Patent and Prior Art 101 held on March 14th, 2013.

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Page 1: Patent and Prior Art 101 - Patexia Web Series

Patexia Web Series:Patent and Prior Art 101

Patexia. March 2013

www.patexia.com

Disclaimer: Patexia is not a law firm and does not provide legal advice

Pedram Sameni Founder and CEO

Page 2: Patent and Prior Art 101 - Patexia Web Series

Outline

Patexia.

● Intellectual Property: definitions and types

● Patent and patentability

● Prior Art: definition and types

● Patent Search: types and strategies

● Available resources

Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Page 3: Patent and Prior Art 101 - Patexia Web Series

Patexia Web Series: IP MattersAs part of its mission to bring transparency and efficiency to the IP world, Patexia is

committed to educate its community on important matters in IP. This is our first monthly

webinar. In the following months, we plan to cover:

● Defensive Publications

● Business of Intellectual Property

● Strategies for Licensing Search

● Patent Analytics

● YOUR SUGGESTION, EMAIL: [email protected]

Webinar: Every Second Thursday of the month

10:30am (PST) - about 20 minutes

Tweet questions to @patexia

Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013) Patexia.Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Page 4: Patent and Prior Art 101 - Patexia Web Series

Why IP Matters?

Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

The ratio of tangible to intangible assets has been reversed over the past four decades.

Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Page 5: Patent and Prior Art 101 - Patexia Web Series

What is Intellectual Assets?

Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

● Academic Description○ Intellectual assets are the intangible assets of the company:

■ Intellectual Property: Patent, Trade Secret, Trademark, Copyright■ Other Intellectual Capital: Know-how, human capital , experience, knowledge, insight.

● Legal Description○ Intellectual property is the legal right that can be asserted in court

Intellectual Assets

Intellectual Property● Patent● Trademark● Trade Secret● Copyright

Know-How

Experience

Knowledge

Insight

Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Page 6: Patent and Prior Art 101 - Patexia Web Series

Patent and Patentability

Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Patent: A patent is a set of exclusive rights granted by a national government to an inventor or their assignee for a limited period of time in exchange for the public disclosure of an invention (protecting against import, export, offer to sale, sale and use).● Novelty

○ At least some aspects of the invention must be new● Non-obviousness

○ The invention should not be obvious to a person skilled in the art● Utility

○ The invention should have a credible utility

Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Page 7: Patent and Prior Art 101 - Patexia Web Series

Claim, Description and Drawings

Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Claims are the legal part of the patent and what can be asserted in the court.

Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Page 8: Patent and Prior Art 101 - Patexia Web Series

What is Prior Art?

Patexia.

Prior Art: All information that has been disclosed to the public in any form before a

given date that might be relevant to the originality of an idea/patent. Examples:

● Patents (US and foreign)

● Patent applications

● Books and papers (conference proceedings and journals)

● Product, White papers, datasheets, product brochures, ...

● Web pages (with date information)

● Any clearly dated publicly available document

Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Page 9: Patent and Prior Art 101 - Patexia Web Series

Types of Patent Search

Patexia.

● Patentability / Novelty

● Validity / invalidity

● Clearance / Freedom to operate / right-to-use

● Infringement / out-licensing

● In-licensing / Technology acquisition

● State-of-the-art

● Landscape

Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Page 10: Patent and Prior Art 101 - Patexia Web Series

Search Strategy

Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

● Phase 1 - Preparation

● Phase 2 - Search

● Phase 3 - Reporting

Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Page 11: Patent and Prior Art 101 - Patexia Web Series

Phase 1 - Preparation

Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Familiarize

Auxiliary concepts

Main concept (novelty)

Synonyms

Classification Codes

Identify search terms

Identify Search Domains

Patent / Non-patent

US / Foreign

Datasheet / product

Function

Assignees

Inventors

Problem / requirement

Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Page 12: Patent and Prior Art 101 - Patexia Web Series

Phase 2 - Search

Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Searchcombine

synonyms, codes, assignees,inventors,

fwd/backward citations, boolean

and proximity operators

Refinefind more

synonyms, codes, and narrow down

search

AnalyzeReview,

compare with search requests

Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Page 13: Patent and Prior Art 101 - Patexia Web Series

Phase 3 - Reporting

Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Finalize Analysis

Combine references

Claim analysis

Report

Subject matter

Reference discussion

Summary

Search History

Claim chart (possibly)

Review references

Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Page 14: Patent and Prior Art 101 - Patexia Web Series

Resources (1)

Patexia.

1. US Patent and Trademark Office (USPTO) (Free)

(www.uspto.gov)

2. European Patent Office (EPO) (Free)

(www.espacenet.com)

3. World Intellectual Property Organization (WIPO) (Free)

(http://patentscope.wipo.int/search/en/search.jsf)

4. Google Patents (US and EU) (Free)

(www.google.com/patents)

5. Google Scholar (IEEE, PubMed, ...) (Free)

(scholar.google.com)

6. Free Patents Online (Free)

(http://www.freepatentsonline.com/search.html)

7. General Searching Best Practices

(http://www.intellogist.com/wiki/General_Searching_Best_Practices)

Patexia Web Series: Patent and Prior Art 101 (March 2013) Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Page 15: Patent and Prior Art 101 - Patexia Web Series

Resources (2)

Patexia.

8. Bio and Chem:

○ Elsevier Science Direct, ○ Lippincott Williams & Wilkins, ○ Springer Link, ○ Oxford University Press

9. CS and EE:

○ IEEEXplore, ○ Association for Computing Machinery (ACM), ○ Softbase, ○ Ei Compendex, ○ INSPEC, ○ National Technical Information Service (NTIS),

○ Japanese Science and Technology (JICST-EPlus), PASCAL 10. Thomson Innovation (Delphion)

11. Thomson Derwent World Patent Index (DWPI)

12. Patexia (US, and PubMed): text search and visualization

(www.patexia.com/ip-research)

Patexia Web Series: Patent and Prior Art 101 (March 2013) Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com

Page 16: Patent and Prior Art 101 - Patexia Web Series

Questions or Suggestions

Patexia.

QUESTIONS?

Tweet: @patexia

SUGGESTIONS?

[email protected]

Patexia Web Series: Patent and Prior Art 101 (March 2013) Patexia.Patexia Web Series: Patent and Prior Art 101 (March 2013)www.patexia.com