PIUG BACKGROUND & INFORMATION - BizInt

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PIUG BACKGROUND & INFORMATION - BizInt
Patent Information Users Group, Inc.

Contents
PIUG BACKGROUND
Message from the Chair
               2
  & INFORMATION
SAVE THE DATES!                2

Thank you to Sponsors                                                                      3
ABOUT PATENT INFORMATION USERS GROUP (PIUG) 4

PIUG BOARD OF DIRECTORS 5

PIUG VOLUNTEERS! 5

Milestones                                                                                 6
Service Awards                                                                             6
BRIAN STOCKDALE MEMORIAL AWARD 7
             Unconventional Times Require Unconventional
                          Search and Analysis Techniques
STU KABACK BUSINESS IMPACT AWARD 8
 2021 ANNUAL CONFERENCE
                                                      Monday, May 24 – Friday, May 28
                                                                    Virtual Meeting

     Meeting Book prepared by BizInt Solutions Inc., a proud sponsor of the 2021 PIUG Annual Conference
PIUG BACKGROUND & INFORMATION - BizInt
2          PIUG 2021 Annual Conference (Virtual)

Message from the Chair
As we continue to work through the COVID-19 pandemic,               Our sponsors for the PIUG 2020 Annual Conference include:
we had to determine how to accommodate our Biotech                  BizInt, Clarivate, IFI Claims, STN, aptean GenomeQuest,
Conference and our Annual Conference. It was clear at the end       Ambercite, Minesoft, PatSnap, Questel, and Relativity. This year’s
of 2020 that neither conference would be held as in-person          exhibitors include: Relecura, Toyota Technical Development
events in 2021, and the decision was made to combine them           Corporation, and WIPO. This year’s participating organization
into one, virtual conference. We have combined the best of          is EPO. Please make it a point to visit all the sponsors and
the annual conference and the best of the biotech conference        exhibitors on their pages and during the dedicated vendor
and designed an agenda that will highlight both and be              time, and plan to attend the sponsored workshops to learn
presented in a format that provides a broad reach to our patent     about the products and services that are available to enhance
information community. Welcome to the PIUG 2021 Combined            and facilitate your work.
Annual and Biotech Conference!
                                                                    The PIUG Board is thrilled that you are able to join us and your
Our 2021 conference theme is “Unconventional Times Require          fellow patent information professionals virtually to take in a
Unconventional Search and Analysis Techniques. “ Our speakers       terrific technical program, and to get to know and exchange
have embraced this theme and created presentations that all         experience and expertise with your colleagues from around
attendees can learn from and apply to their daily work. I would     the globe.
like to thank each and every one of them for their contribution
to our conference. I would also like to thank this year’s program   I would love to be in-person, but am so glad that we still have
committee for their contributions to putting together such a        a forum to be together and share in this great conference. I
great program: Lucy Antunes, Yateen Pargaonkar, Greg Roland,        hope you take advantage of the opportunities to attend the
Leah Sandvoss, Don Walter, and Martha Yates                         workshops, to spend time with our sponsors, to network and
                                                                    to make a new friend or two! So glad you could join us!
The success of PIUG’s conferences, of PIUG itself, would be
unachievable without the dedication and persistence of our          Warm Regards,
many volunteers. I would like to thank this years planning
                                                                    Shelley Pavlek
committee for their contributions to the putting together such
                                                                    PIUG Chair 2020-2022
a great conference: Malcolm Hallam, Ron Kaminecki, Victoria
Smith, Alison Taylor, Jane Thompson, Rick Williams, and Diane
Webb.

Sincere appreciation and thanks go to our Administrative
Coordinator, Ken Koubek. Without his dedication and
knowledge of PIUG processes and procedures, this conference
                                                                    SAVE THE DATES!
would not be possible. In addition to his administrative
activities, he contributes to the Socio conference platform, the    PIUG 2022 Biotech Conference
PIUG conference webpages, and works with all of our sponsors.       March 1–2, 2022
                                                                    Kimpton Marlowe, Cambridge, MA
Finally, tremendous appreciation goes to our sponsors and
exhibitors, without whose generous and ongoing support              PIUG 2022 Annual Conference
our PIUG conferences could not take place. Our sponsors and         May 1–4, 2022
exhibitors are full partners in PIUG’s efforts to flourish and      Westin, Alexandria, VA
fulfill our mission to “support, assist, improve, and enhance the
success of patent information professionals….” This Conference,
where delegates, speakers, and sponsors join together,
represents our mission in action.
PIUG BACKGROUND & INFORMATION - BizInt
PIUG 2021 Annual Conference (Virtual)   3

                                Thank you to Sponsors
gratefully acknowledges the
generous support provided                               Gold Sponsors
       by our sponsors.
 The conference would not                              BizInt Smart Charts
 exist without their support!
                                                                 Clarivate
                                               IFI CLAIMS Patent Services
                                                                      STN

                                                        Silver Sponsor
                                                   Aptean GenomeQuest

                                                        Bronze Sponsors
                                                                  Ambercite
                                                                   Minesoft
                                                                    PatSnap
                                                                    Questel
                                                                   Relativity

                                                            Exhibitor Plus
                                                                         WIPO

                                                                 Exhibitors
                                                                  Relecura
                                  Toyota Technical Development Corporation

                                          Participating Organization
                                                European Patent Office (EPO)
PIUG BACKGROUND & INFORMATION - BizInt
4   PIUG 2021 Annual Conference (Virtual)

                          ABOUT PATENT INFORMATION USERS GROUP
                          (PIUG)
                          THE INTERNATIONAL SOCIETY FOR PATENT INFORMATION PROFESSIONALS

    The Patent Information Users Group, Inc. (PIUG) is a not-for-profit organization for individuals having a
    professional, scientific or technical interest in patent information. The mission of PIUG is to support, assist,
    improve and enhance the success of patent information professionals through leadership, education,
    communication, advocacy and networking. Through this international forum and discussion, we also promote
    and improve the retrieval, analysis and dissemination of patent information.

    The PIUG membership brochure offers concise information about PIUG and its many benefits for the patent
    information community.

    PIUG has over 500 active members representing 24 countries including the United States. The largest
    concentration of members is from the USA, Europe and India. PIUG members are patent attorneys, patent
    agents, licensing professionals, patent information researchers, patent information vendors, and patent
    information and documentation experts from the U.S. and abroad.

    We have nearly 300 patent information professionals who do patent searching for corporations, over 100 patent
    information consultants, over 80 patent information professionals who do patent searching for law firms, and
    about 12 searchers based in academic institutions. We are employed in performing patentability, freedom-to-
    practice, and validity patent searches for Fortune 500 / multinational companies, leading universities and major
    IP law firms. In recent years, PIUG members have also engaged in patent information analysis as a strategic
    innovation tool.

    PIUG has a Discussion Forum that is featured on the PIUG wiki which is for archival purposes as well as a Public
    Discussion Forum on the website which is available for new posts, a global collaborative tool with over 1800
    subscribers worldwide. In addition, we have presence in professional and social networking channels, such
    as LinkedIn and Twitter. The PIUG wiki currently contains members’ articles, salary survey results, search tips,
    meeting trip reports, and information on patent database vendor and producer developments. Get to know us
    and meet the PIUG Officers.

    BRIEF HISTORY

    The Patent Information Users Group (PIUG) was established in 1988. The objective of the group was to create
    a forum to discuss issues and concerns relevant to the patent searcher community. PIUG promotes the
    importance of intellectual property, especially patent publications, and most specifically, the computerized
    patent databases. Since 1988, PIUG has worked with intellectual property database producers and vendors to
    maintain and to improve the quality of their product from the customer, or user, perspective. Please see the
    PIUG History page for much more information about PIUG.
PIUG BACKGROUND & INFORMATION - BizInt
PIUG 2021 Annual Conference (Virtual)   5

PIUG BOARD OF DIRECTORS
Chair, 2020-2022:                      Shelley Pavlek, Bristol-Myers Squibb

Vice Chair, 2020-2022:                 Kim Miller, Novartis Institutes for Biomedical Research

Immediate Past Chair, 2020-2022: Martha Yates, Bayer

Secretary, 2020-2022:                  Leah Sandvoss, Pfizer

Treasurer, 2020-2022:                  Malcolm Hallam, ExxonMobil

Director-at-Large, 2018–2022:          Ron Kaminecki

Director-at-Large, 2020–2024:          Victoria Smith, Novartis Institutes for Biomedical Research

Thank You PIUG VOLUNTEERS!
2021 PROGRAM COMMITTEE

Program Co-Chairs		                           Greg Roland and Shelley Pavlek

Members		                                     Lucy Antunes, Yateen Pargaonkar, Leah Sandvoss,
				                                          Don Walter, Martha Yates

2021 PLANNING COMMITTEE

Planning Co-Chairs 		                         Martha Yates and Ken Koubek

Planning Committee		 Malcolm Hallam, Ron Kaminecki, Shelley Pavlek,
				 Victoria Smith, Alison Taylor, Jane Thompson, Diane Webb,
				Rick Williams

Stu Kaback Business Impact Award Committee Shelley Pavlek (Chair), Malcolm Hallam, Tony Trippe,
				 Yun Yang, and Martha Yates

Brian Stockdale Award Committee		             Tony Trippe (Chair), Stephen Adams, Andrea Davis,
				                                          Dominic DeMarco, and Ken Koubek

Evaluations		                                 Christine Geluk

Meeting Book		                                Diane Webb

Registration		                                Ken Koubek

Sponsorship & Exhibits		                      Jane Thompson, Ken Koubek

Webpages		                                    Rick Williams
PIUG BACKGROUND & INFORMATION - BizInt
6          PIUG 2021 Annual Conference (Virtual)

                                   Milestones
           • PIUG born; organizational meeting following IFI meeting
    1988   • First discussion list on Dialmail

           • 30th Anniversary of PIUG
    2018   • Implemented volunteer recognition program

    2019   • First paid webinar educational series
    2020   • First virtual annual conference
           •   First Virtual Combined Annual & Biotech Conference
           •   Re-energized Education & Training Committee
           •   Re-energized Electronic Communications Committee
           •   New Leadership for the Partnerships & Patent Offices Committee
    2021   •   Implemented a Volunteer Recruitment Committee
           •   Implemented Community Engagement Hours
           •   Implemented an Automated Marketing Effort via Higher Logic
           •   Consistent use of Social Media Outlets, LinkedIn, Twitter & Instagram

                                   Service Awards
Christopher S.            • In recognition of Chris’s service to PIUG as a behind-the scenes support of operational         2019
Baldwin                     activities since 2017.
Cynthia Gallagher         In recognition of Cynthia’s contributions to the PIUG Partnerships and Patent Offices Committee   2019
Yun Yun Yang              In recognition of Yun Yun’s many contributions to PIUG Conferences.                               2019
Tony Trippe               In recognition for Tony’s many contributions to PIUG.                                             2020
Kim Miller                In recognition for Kim’s many contributions to PIUG.                                              2020
Leah Sandvoss             In recognition for Leah’s many contributions to PIUG Biotech Conferences.                         2020
Barbara Hampton           In recognition of Barbara’s contributions to the Member Relations Committee, and her assistance 2021
                          with advertising and promoting PIUG events and conferences
Yateen Pargaonkar         In recognition of Yateen’s contributions to the Northeast & Annual Conference Program             2021
                          Committees, and his willingness to contribute presentations to support the conferences
Jane Thompson             In recognition of Jane’s contributions to the Annual Conference Planning Committee and the        2021
                          Sponsorship Committee

PIUG Service Award winners, 1998-present
PIUG BACKGROUND & INFORMATION - BizInt
PIUG 2021 Annual Conference (Virtual)         7

BRIAN STOCKDALE MEMORIAL AWARD
The annual Brian Stockdale Memorial Award was first presented in 2002 to provide
support to new members to attend an Annual Conference. The award was established in
honor of the late Brian Stockdale with initial funding by Technology and Patent Research
International and Thomson Scientific (now Thomson Reuters).

Anyone new to the patent information profession, having less than 3 years total
experience as a patent information professional or currently enrolled in a college or
university with a demonstrated interest in pursuing a career in patents, may submit
an essay detailing his or her experience and interest in patent information and need for support to attend the Annual
Conference.

The award consists of up to $2000 to cover travel and expenses plus registration in the conference, provided by PIUG. In
addition, sponsors of fee-based workshops at the conferences may offer free registration as part of the award package.

This award is dedicated to the memory of Dr. Brian Stockdale who travelled extensively throughout the world imparting
his knowledge of patent searching. Brian’s career encompassed positions with Derwent, SmithKline Beecham, and
Technology and Patent Research International. As Brian was so well known internationally and trained many patent
information professionals, his work was highly regarded. Brian always relished each new search as a challenge and loved
working with the people in this industry.

Brian is dearly remembered by his friends and colleagues most of all for his dry wit, keen intellect, and ease of meeting
people and socializing wherever he went. As one of the world’s most talented patent information search professionals, he
is sorely missed. This is our tribute to his personal dedication in training colleagues, particularly those new to the field of
chemical patent searching.

              Recipient                 Affiliation                                                    Year
              Rachel Knapp              University of Maine (now at University of Colorado, Boulder)   2019
              Chandrasekaran            University College of Engineering, Kancheepuram                2020
              Vijayalakshmi
              Mohammed Abdul Fasi       King Fahd University of Petroleum and Minerals                 2020
              Máté András Kondor        Uppdragshuset Sverige AB                                       2020
              Guruprasad G. Posugade Council of Scientific and Industrial Research (CSIR), for Research 2020
                                     & Development of Information Products (URDIP)
              Hida Patwe                Researchwire Knowledge Solutions                               2021
              Sparsh Gupta              GreyB Services                                                 2021
              Haya Patwe                Researchwire Knowledge Solutions                               2021

Brian Stockdale Memorial Award winners, 2002-present
8   PIUG 2021 Annual Conference (Virtual)

    STU KABACK BUSINESS IMPACT AWARD
    As the PIUG’s mission is to “support, assist, improve and enhance the success
    of patent information professionals,” it follows that one of the most important
    functions the PIUG should serve is to highlight the importance of patent
    information professionals to their respective organizations and to take a more
    active role in promoting and encouraging the growth of our profession.

    In order to promote the profession and its practitioners, The Stu Kaback Business
    Impact Award has been established by the PIUG, Inc. in Honorable Memory of
    Dr. Stuart Kaback for his many outstanding accomplishments during his stellar 42 year career at ExxonMobil.
    As an internationally recognized expert in patent information, a multi-award winner and a prolific writer who
    inspired an entire generation of patent information professionals, Stu was a deeply respected and greatly loved
    “force of nature.” Stu’s unparalleled technical expertise in patent information and a diverse range of chemical
    and petroleum related technologies provided invaluable support to both R&D initiatives and in the protection
    of ExxonMobil’s intellectual property assets. Stu’s accomplishments demonstrate how a patent information
    professional can be critical to the success of a business.

    The purpose of the Stu Kaback Business Impact Award is to recognize the achievements of an individual or a
    team of individuals who, in performing as patent information professionals, have made a distinct impact on
    an organization. The PIUG sponsored award consists of a cash award, a commemorative figurine and gratis
    registration at the PIUG Annual Conference.

    Recipient                                               Affiliation                                Year
    Amy De Coster and Janet Larsen                          Kimberly-Clark                             2018
    Martha Yates                                            Bayer                                      2020
    Philippe Ayala                                          CAS                                        2021
    Nicholas Cockroft                                       CAS                                        2021
    Yi Deng                                                 CAS                                        2021
    Rodney Fulford                                          CAS                                        2021
    Mark Grabau                                             CAS                                        2021
    Dmitri Polshakov                                        CAS                                        2021
    Donald Swartwout                                        CAS                                        2021
    Jeffrey Wilson                                          CAS                                        2021

    Stu Kaback Business Impact Award winners, 2013-present
Patent Information Users Group, Inc.

Contents               Monday & Friday:
             WORKSHOPS
The Importance of Alternative Search Methodologies –
How Ambercite can enhance your search capabilities
Taming the dragon: how to tackle CN legal event data
                                                                            2
                                                                            4
Orbit BioSequence and the many uses of combinations                         6
WIPO’s global patent database PATENTSCOPE: what’s new?                              8
The changing face of patent software solutions,
what’s next on the horizon at Minesoft? 10
GenomeQuest Discover Analysis –
Prioritization and Annotation Strategies 12
Visualizing IFI CLAIMS Direct Data in Tableau 14
The Trifecta of Expert Curated Data: SequenceBase,
Derwent Innovation & Innography 16
What’s New in BizInt Smart Charts? 18
STN Patent Forum         20

                                       Unconventional Times Require
                       Unconventional Search and Analysis Techniques

 2021 ANNUAL CONFERENCE
                                                      Monday, May 24 – Friday, May 28
                                                                    Virtual Meeting

     Meeting Book prepared by BizInt Solutions Inc., a proud sponsor of the 2021 PIUG Annual Conference
2   PIUG 2021      Annual Conference      WORKSHOPS

     M O N D AY M O R N I N G 9 : 0 0 A M – 12 : 3 0 P M | W O R K S H O P S

    The Importance of Alternative Search Methodologies –
    How Ambercite can enhance your search capabilities
    Mike Lloyd, Ambercite
    9:00 – 10:00 am

     ABSTRACT

    The workshop will show how using Ambercite’s AI assisted citation-based searchingyou can often
    find patents that are missed by language-based tools relying on keywords and semantics, and how
    using Ambercitein conjunction with language based toolscan improve the quality and productivity
    of your searchprocesses.

     BIOGRAPHY

    As well as his role as Sr.VP, Business Development, Mike also acts as an IP economic consultant
    for various IP Law Firms and corporations. He brings extensive knowledge and experience of
    IP management, as well as more traditional approaches to patent analysis. Mike has advanced
    degrees and background in chemical engineering and IP law, and has studied and worked in New
    Zealand, Sweden, Finland and Australia. He’s published in the areas of chemical engineering, patent
    management, patent value and the use of patent data in a wide range of publications and forums,
    and has presented on patent analysis at conferences worldwide.

    Outside of work, when not helping out at his local junior athletics club, Mike loves riding – anything
    on two wheels.
PIUG 2021      Annual Conference      WORKSHOPS        3

                                                                                                   Enter your notes in
                                                                                                   the downloaded PDF

The Importance of Alternative Search Methodologies –
How Ambercite can enhance your search capabilities
 Mike Lloyd , Ambercite
4   PIUG 2021      Annual Conference      WORKSHOPS

     M O N D AY M O R N I N G 9 : 0 0 A M – 12 : 3 0 P M | W O R K S H O P S

    Taming the dragon: how to tackle CN legal event data
    Jutta Haußer, European Patent Office
    9:00 – 10:00 am

     ABSTRACT

    When talking about prior art search, the huge amount of patent and utility model applications
    being filed in China, most without other family members, it seems sometimes like we have to face a
    terrific monster. When – in case of FTO searches – we even have to understand and interpret – the
    corresponding legal event data – the monster even changes into the legendary dragon. However,
    we invite you to tame this dragon together: We will define what is considered a legal event in China,
    what kind of information is available and where, discuss when an event is legally effective and how
    INPADOC legal event classification assists you in interpreting your findings. Finally, we will look at
    different case studies and show how analysing legal event information can support your business
    decisions.

    You are welcome to send your own cases beforehand and/or propose them during the workshop.

     BIOGRAPHY

    Jutta Haußer studied Japanese and Chinese studies at the University of Munich (Germany) and
    holds a PhD in Japanese Studies. She has spent several years in Taiwan and Japan doing research.
    From 1992 to 2005, she was assistant professor at the University of Munich, LMU. She joined the
    European Patent Office in 2007. As a member of the EPO’s Asian patent information team, now
    Worldwide IP Knowledge, she was originally mainly responsible for facilitating access to and
    monitoring Japanese patent information, but is now also covering a broader range, including China
    and other jurisdictions. She regularly gives seminars on Asian patent information.
PIUG 2021      Annual Conference      WORKSHOPS        5

                                                                                                   Enter your notes in
                                                                                                   the downloaded PDF

Taming the dragon: how to tackle CN legal event data
 Jutta Haußer, European Patent Office
6   PIUG 2021      Annual Conference      WORKSHOPS

     M O N D AY M O R N I N G 9 : 0 0 A M – 12 : 3 0 P M | W O R K S H O P S

    Orbit BioSequence and the many uses of combinations
    Denis Bayada, Questel
    10:15 – 11:15 am

     ABSTRACT

    We will show the numerous ways Orbit BioSequence can combine patent sequence searching and
    other types of patent searches. From mixing chemistry and sequences to discovering important
    keywords via analysis. We will also show a glimpse of future developments.

     BIOGRAPHY

    Denis Bayada has worked in patents in sequences for over 18 years where he has developed
    software and helped customers understand complex sequence in patent problems in a variety
    of domains such as plant research, biotechnology and pharmaceutics. Denis completed a PhD
    in chemo-informatics in 1995. While working for pharmaceutical companies on drug discovery,
    Denis moved to bioinformatics where he worked on the early human genomes. This led him to do
    research in a public laboratory on metagenomics analysis.
PIUG 2021      Annual Conference      WORKSHOPS        7

                                                                                                  Enter your notes in
                                                                                                  the downloaded PDF
Orbit BioSequence and the many uses of combinations
 Denis Bayada, Questel
8   PIUG 2021      Annual Conference      WORKSHOPS

     M O N D AY M O R N I N G 9 : 0 0 A M – 12 : 3 0 P M | W O R K S H O P S

    WIPO’s global patent database PATENTSCOPE: what’s new?
    Sandrine Ammann, WIPO
    10:15 – 11:15 am

     ABSTRACT

    Patent families, NPL and Markush search now available in PATENTSCOPE

    New in 2021 in PATENTSCOPE:

    Patent family information for all documents. Patent family information allows to group the results
    so that the same invention appear only once to save time going through the results and
    translation efforts if the same document is available in different languages; free of charge
    Markush search available since April 2021 in PATENTSCOPE. Markush structures are commonly
    used in patent documents in order to protect whole classes of compounds with common
    properties.

    Non-Patent Literature (NPL) has started to be made available in PATENTSCOPE so that all the search,
    translation and sort features of PATENTSCOPE can be applied to NPL as well. IPC codes are
    available for NPL through automatic allocation.

    • Over the years, the World Intellectual Property Organization ‘s global patent database PATENT-
    SCOPE has been evolving from a database containing only published PCT applications to a data-
    base that contains now, on top of the published PCT applications, more than 60 collections shared
    by national and regional patent offices.
    • Also over the years, the search functionalities and result analysis have been developed in order
    to include, to name a few, the chemical search, thepossibility to search in many different languages,
    the sorting of the results according to different criteria and built-in house and trained on patent
    data translation tool.

    All the search features, analysis and translation tools in PATENTSCOPE are available free of charge.

     BIOGRAPHY

    Sandrine Ammann joined WIPO many years ago as a translator and after obtaining a degree in
    management and communication she is now in charge of the communication related to the WIPO
    Global Databases namely the Brand and Design Databases and PATENTSCOPE that will be presented
    in the workshop.
PIUG 2021      Annual Conference      WORKSHOPS        9

                                                                                                Enter your notes in
                                                                                                the downloaded PDF

WIPO’s global patent database PATENTSCOPE: what’s new?
 Sandrine Ammann, WIPO
10   PIUG 2021      Annual Conference      WORKSHOPS

      M O N D AY M O R N I N G 9 : 0 0 A M – 12 : 3 0 P M | W O R K S H O P S

     The changing face of patent software solutions,
     what’s next on the horizon at Minesoft?
     Tim Campbell, Minesoft
     11:30 am – 12:30 pm

      ABSTRACT

     Eight months after the release of PatBase 2.0, Tim Campbell will discuss how the latest iteration of
     PatBase has been received by Users across North America and internationally and what has been
     added since. Most notably, the Export Module has been completely revamped and is now much
     faster, with clearer formatting and is more convenient to use.

     Tim will explore some of the neat new features added to PatDocs, a multi-use application to assist
     with all your IP legal operations. PatDocs has many time-saving features including downloadable
     legal documents and reports, and family tree mapping. Minesoft’s PAIR Alertsare included in
     PatDocs and have now been expanded to include some internationalcoverage.

     With colleagues working from home or across locations and borders, it’s easy to feel disconnected
     due to lack of face-to-face contact, everyday conversations and even a generally interrupted
     schedule. Tim will end the session by explaining how you can get reconnected with Minesoft’s
     IPShare, a new, innovative application designed to help your team connect more effectively.

      BIOGRAPHY

     Tim Campbell is Vice President, North America for Minesoft. Minesoft is an IP tools development
     company based in the UK that has been successfully and exclusively working in the IP space for 20
     years. Prior to joining Minesoft Tim has worked with RWS/inovia, Thomson Reuters and was one
     of the Founders of IP.com. IP.com created the Prior Art Database modelled after the IBM Technical
     Disclosure Bulletin.
PIUG 2021      Annual Conference      WORKSHOPS      11

                                                                                                    Enter your notes in
                                                                                                    the downloaded PDF

The changing face of patent software solutions, what’s next on the horizon at Minesoft?
 Tim Campbell, Minesoft
12   PIUG 2021      Annual Conference      WORKSHOPS

      M O N D AY M O R N I N G 9 : 0 0 A M – 12 : 3 0 P M | W O R K S H O P S

     GenomeQuest Discover Analysis –
     Prioritization and Annotation Strategies
     Steve Allen, GenomeQuest
     11:30 am – 12:30 pm

      ABSTRACT

     The GenomeQuest Discover browser can aid in preparing and reporting prioritized data through
     filtering, annotation of key items, and specific sorts that present the data in an organized fashion. For
     example, there may be interest in assessing the current status of an antibody, and whether or not it
     may go off patent. Preparing a report for legal analysis that clearly indicates the priority data can be
     critical. This can be challenging, particularly for older IP that can return hundreds of thousands of
     hits.

     We will review some of the techniques and interfaces to prepare reports, including a search of six
     antibody CDR sequences. These techniques can be applied in other areas as well.

      BIOGRAPHY

     Steve Allen joined Aptean GenomeQuest in September of 2017, he is the Solutions Consultant for
     GenomeQuest & LifeQuest. Steve previously worked at Dupont and his background includes work in
     a patent group and work as a computational biologist in an agricultural discovery group. Steve has
     been working with sequence data of one form or another for over 30 years.
PIUG 2021      Annual Conference      WORKSHOPS      13

                                                                                                  Enter your notes in
                                                                                                  the downloaded PDF

GenomeQuest Discover Analysis – Prioritization and Annotation Strategies
 Steve Allen, GenomeQuest
14   PIUG 2021      Annual Conference      WORKSHOPS

      M O N D AY A F T E R N O O N 12 : 4 5 P M – 4 :15 P M | W O R K S H O P S

     Visualizing IFI CLAIMS Direct Data in Tableau
     David Santamauro (main presenter), Janice Stevenson (MC), Claire Hammond,
     Toby Hart Dyke, IFI CLAIMS
     12:45 – 1:45 pm

      ABSTRACT

     The IFI CLAIMS Direct platform provides the highest quality patent informationavailable. Using
     both CLAIMS Direct Reports and Tableau’s Wed Data Connector for direct, dynamic access to the
     CLAIMS Direct API, we’ll explore a variety pf patent data statistics and aggregation concepts through
     visualizations to shed light on the dense world of patents.

     Join us as we explore:

     • Leveraging the CLAIMS Direct API as Tableau data source
     • Elements available for statistical interpretation.
     • Use cases for patent visualizations.

      BIOGRAPHIES

     David Santamauro, CTO, IFI CLAIMS – David was previously Chief Data and Systems Architect
     at Thomson Scientific from 2004 to 2007 where he designed and developed distributed back-
     end search, storage and data retrieval for the Patent Web, MPI, Aureka and subsequent Thomson
     Innovation product lines. From 2000 to 2004 David was a key patent content developer for
     MicroPatent responsible for content analysis and large-scale data processing, loading and search
     operations.

     Janice Stevenson, EVP Client Services, IFI Claims – Janice applies her vast client support experience
     to providing IFI clients the foundation they need to bring their applications to full fruition. She draws
     on past experience as a trainer, sales manager, and developer focused on intellectual property and
     patent applications.

     Claire Hammond, Content Specialist at IFI CLAIMS Patent Services – Claire applies her patent
     expertise and application background to help analyze, map and review IFI’s data to ensure the
     highest quality standards. Her past roles included providing support, training, and updating IP
     applications and their processes while helping users reduce legal risk and identify high value patents
     in their patent applications.

     Toby Hart Dyke – Toby worked for many years for Derwent (now Clarivate) in both the UK and in
     the U.S. His initial chemistry background gave way to stints in all things data related. Toby had spells
     with Lexis-Nexis and Lighthouse IP as well as forays into trademarks, semantic software, and the
     travel industry. In addition, Toby has experience in a number of entrepreneurial start-ups, including
     the application of Ai to patent searching.
PIUG 2021      Annual Conference      WORKSHOPS      15

                                                                                                        Enter your notes in
                                                                                                        the downloaded PDF

Visualizing IFI CLAIMS Direct Data in Tableau
 David Santamauro(main presenter), Janice Stevenson(MC), Claire Hammond, Toby Hart Dyke - IFI CLAIMS
16   PIUG 2021      Annual Conference      WORKSHOPS

      M O N D AY A F T E R N O O N 12 : 4 5 P M – 4 :15 P M | W O R K S H O P S

     Introducing Patent Search & Analytics from Relativity
     Ryan Hynes and Jim Witte, Relativity
     12:45 – 1:45 pm

      ABSTRACT

     Patent search is fundamental to your IP practice. But the process can be slow, and often requires
     third-party help. You need results today – not two weeks from now.

     Relativity takes the time and effort out of patent searching with two service options: Either run your
     own searches, or have the Relativity team run them for you – with high-quality references delivered
     in less than two business days.

     Whichever option you choose, you’ll pay per project. No up-front spend, and no commitment.

     We’ll show you how to:

     • Run your own searches in a few easy steps.
     • Have the Relativity team run searches for you – with results in two days.
     • Refine, expand, and iterate search results with the click of a button (and at no extra charge

     Curious, but can’t make the webinar? Get in touch with us at https://relativity.com/patents and your
     first search is on us.

      BIOGRAPHIES

     Ryan Hynes, Relativity – Ryan Hynes is a software engineer, attorney, and the architect and co-
     creator of Relativity Patents. Prior to Relativity Patents, Ryan served as Relativity’s Assistant Counsel,
     where he managed the patent portfolios of Relativity’s Legal Hold and Collect products. Ryan also
     worked as a software engineer, and was a founding member of the DevOps teams leading the
     SaaS transformation to RelativityOne. Ryan has B.S. and M.S. degrees from the Illinois Institute of
     Technology, a J.D. from Chicago-Kent, and is completing a PhD in economics from University College
     Dublin.

     Jim Witte, Relativity – Jim leads the product management and engineering functions for Relativity
     Patents. Prior to Patents, Jim had been in software product management roles for more than ten
     years in fields including automotive, finance, and legal technology. He has been developing new
     products in key areas of the Relativity platform for 5 years. Jim holds a B.A. in Urban & Economic
     Geography from Northern Illinois University and a M.B.A. in Finance from DePaul University.
PIUG 2021      Annual Conference      WORKSHOPS      17

                                                                                                    Enter your notes in
                                                                                                    the downloaded PDF

Introducing Patent Search & Analytics from Relativity
 Ryan Hynes and Jim Witte, Relativity
18   PIUG 2021      Annual Conference      WORKSHOPS

      M O N D AY A F T E R N O O N 12 : 4 5 P M – 4 :15 P M | W O R K S H O P S

     The Trifecta of Expert Curated Data: SequenceBase,
     Derwent Innovation & Innography
     Laura Bantle, Jonathan Beaty, Chris Baldwin - Clarivate
     2:00 – 3:00 pm

      ABSTRACT

     Join us for a tour of new and enhanced data integration in our Patent Intelligence product suite. This session
     will illustrate different workflows to leverage GENESEQ data, the Derwent World Patents Index (DWPI) and
     Darts-ip global patent litigation data to support all stages of the IP life cycle.

      BIOGRAPHIES

     Laura Bantle, Registered Patent Attorney #70,462, Solution Consultant – Laura is a registered US patent
     attorney and is a member of the Minnesota Bar, with 10 years of experience in IP due diligence, patent and legal
     research, litigation strategy, and contract drafting. Her primary goal is working with customers to successfully
     develop and implement their patent research, analytics, and portfolio strategy. Laura earned her B.S. from the
     College of Biological Sciences at the University of Minnesota, and graduated magna cum laude from William
     Mitchell College of Law where she served as Editor-in-Chief of the Cybaris® Intellectual Property Law Review.
     Prior to joining Clarivate Analytics, Laura gained corporate industry experience in pharmaceutical regulatory
     compliance, patent licensing, and M&A due diligence.

     Jonathan Beaty, Intellectual Property Intelligence Solutions Consultant – Jonathan is a Solution Consultant at
     Clarivate with a particular focus in the Innography business. Prior to joining Clarivate, Jonathan was an engineer
     in the autonomous driving and telematics space at a fortune 500 company, a patent analyst at an AM Law 100
     firm, and a patent prosecution practitioner in the electrical, mechanical, and computer engineering spaces at
     another AM Law 100 firm. Jonathan’s primary goal, both as a former customer of many Clarivate solutions and
     as a Clarivate consultant, is to solve our customers and prospects technical IP challenges across the IP lifecycle.
     Jonathan earned his B.S. in Electrical Engineering and Computer Engineering at Oregon State University.

     Chris Baldwin, Director, Solutions Team Americas – Chris has been involved in the patent information field
     for over 20 years and is currently the Director of the Solutions Team for the Americas Region Patent Sales at
     Clarivate. Prior to joining Clarivate, Chris was a solution consultant for LexisNexis PatentSight helping clients
     use patent analytics to inform critical business decisions. He started his career in 1996 and honed his patent
     analysis skills as an information scientist with E. I. duPont de Nemours & Co. supporting Central Research &
     Development’s discovery and innovation engine until 2016. Chris has been a member of PIUG, on and off, since
     1999 and was a recipient of a 2019 PIUG Service Award for his volunteer work for the organization. Chris lives in
     Newark, DE with his wife Carrie and two children: Ryan and Kaytelin. If you are curious to know how he spends
     his time outside of the patent world: you may find him on hiking on the Appalachian Trail with the Boy Scouts,
     camping in the mountains of West Virginia, surfing at the (South) Jersey Shore, or working on a project in his
     workshop.
PIUG 2021      Annual Conference      WORKSHOPS      19

                                                                                                 Enter your notes in
                                                                                                 the downloaded PDF

The Trifecta of Expert Curated Data: SequenceBase, Derwent Innovation & Innography
 Laura Bantle, Jonathan Beaty, Chris Baldwin - Clarivate
20   PIUG 2021      Annual Conference      WORKSHOPS

      M O N D AY A F T E R N O O N 12 : 4 5 P M – 4 :15 P M | W O R K S H O P S

     What’s New in BizInt Smart Charts?
     John Willmore, BizInt Solutions
     3:15 – 4:15 pm

      ABSTRACT

     Learn about the latest features in BizInt Smart Charts for Patents for creating reports integrating data
     from the leading patent and IP sequence databases.

      BIOGRAPHY

     John Willmore is co-founder of BizInt Solutions Inc., and manages the development of all aspects
     of the BizInt Smart Charts product line. John has a B.S. in Electrical Engineering from Rice University
     and over 20 years of experience developing software to work with patent and IP sequence data.
     Based in Seattle, John enjoys woodworking, gardening and training and competing with his
     longhaired dachshunds.
PIUG 2021      Annual Conference      WORKSHOPS      21

                                                                                 Enter your notes in
                                                                                 the downloaded PDF

What’s New in BizInt Smart Charts?
 John Willmore, BizInt Solutions
22   PIUG 2021      Annual Conference      WORKSHOPS

      F R I D AY M O R N I N G 9 : 0 0 A M – 12 : 0 0 P M | W O R K S H O P

     STN Patent Forum
     Darryl French, CAS; Jim Brown, FIZ-K; John Zabilski, CAS
     9:00 am – 12:00 pm

      ABSTRACT

     STN Patent Forum

     9:00am-10:00am “What’s New in STNext”

     10:00am-11:00am “Catalyst Searching on STNext”

     11:00am-12:00pm “New Approaches on STNext for Finding Antibody Drug Conjugates”

      BIOGRAPHIES

     Darryl French is a Customer Success Specialist at CAS, where he helps train and support accounts
     with the SciFinder Discovery Platform, the STN IP Protection Suite and CAS Scientific Patent Explorer.
     An organic chemist, he worked at the USPTO as a prior art searcher for four years before coming to
     CAS as a document analyst before moving into his current role.

     Jim Brown is presently the Senior Key Account Manager for FIZ Karlsruhe in the U.S. His current
     duties at FIZ Karlsruhe Inc. include sales, customer trainings, authoring workshop manuals and
     presentations, and representing FIZ at conferences and exhibits. Jim was on the PIUG Board of
     Directors from June 2010 to June 2012 in the position of secretary; from June 2012 to June 2016 he
     served on the PIUG Board of Directors as Vice-Chair.

     John Zabilski is currently a Senior Principal Customer Success Specialist at Chemical Abstracts
     Service (CAS) training strategic accounts on the SciFinder-n Discovery Platform, the STN IP Protection
     Suite and the CAS Scientific Patent Explorer. John has been at CAS for nearly 40 years, starting in
     the editorial division, serving in product development and additional technical positions. John is a
     registered US Patent Agent (No. 59,626), a Qualified Patent Information Professional (Registration
     No.20190010100257) and the chair of the PIUG Education and Training Committee.
PIUG 2021      Annual Conference      WORKSHOPS      23

                                                                                                         Enter your notes in
                                                                                                         the downloaded PDF

STN Patent Forum
 Darryl French, CAS; Jim Brown, FIZ-K; John Zabilski, CAS
Patent Information Users Group, Inc.

Contents
                         Plenary Sessions:
Resistance Isn’t Futile:
                          TUESDAY
a Searcher’s Experience of EPO Oppositions
“Not Invented Here” –
                                                              2

Some Challenges in Identifying the Origin of Innovation from Patent Priority
Data.     4
Evolving Patent Strategies in the Age of Software and Digital Revolution 6
COVID-19 Vaccines in Context:
a Look at the mRNA Technology IP Landscape 8
Minimizing Patent Search Infodemics                    10
Best Practices for Reporting on Patent Information
from a Patent Attorney Perspective 12

                          Unconventional Times Require Unconventional
                                       Search and Analysis Techniques

  2021 ANNUAL CONFERENCE
                                                        Monday, May 24 – Friday, May 28
                                                                      Virtual Meeting

       Meeting Book prepared by BizInt Solutions Inc., a proud sponsor of the 2021 PIUG Annual Conference
2   PIUG 2021      TUESDAY      Virtual Meeting

     T U E S D AY M O R N I N G 8 : 0 0 A M – 12 :15 A M

    Resistance Isn’t Futile:
    a Searcher’s Experience of EPO Oppositions
    Robert Austin (Unilever PLC, Unilever Patent Group)
    9:30 – 10:05 am

     ABSTRACT

    Innovation is at the heart of Unilever’s ambition to grow sustainably. Science, technology and
    product development are central to our plans to keep providing consumers with great brands that
    improve their lives while having a positive impact on the environment and society. Working as either
    Opponent or Proprietor in ongoing opposition proceedings at the European Patent Office, is an
    important part of the day-to-day efforts of the Unilever Patent Group supporting these plans and
    helping to maximise the potential of the company’s R&D investments. In this talk I will highlight the
    key role of Patent Information Analysts, supporting our Patent Attorneys in their work protecting
    Unilever brands during opposition proceedings. I will include a few facts, figures and search tips, and
    hopefully provide a little evidence that Resistance isn’t always futile.

     BIOGRAPHY

    Robert Austin joined Unilever as a Patent Information Analyst in 2016. In this role he supports the
    work of Unilever Patent Group Attorneys, conducting a variety of patentability, freedom-to-operate,
    opposition, and other related searches. Rob previously worked for 15 years at STN/FIZ Karlsruhe, in
    marketing, sales and customer training, with particular focus on the Derwent World Patents Index
    (DWPI) and Chemical Abstracts databases on STN. He was also co-creator of the USPTO Genetic
    Sequence Database, USGENE, along with Martin Goffman CEO of the SequenceBase Corporation
    (now Clarivate Analytics). Prior to his time at FIZ Karlsruhe, Rob worked for Derwent Information
    (Clarivate Analytics) in successive roles as a patent indexer, customer trainer, and ultimately DWPI
    Database Product Manager.
PIUG 2021      TUESDAY      Virtual Meeting       3

                                                                                                          Enter your notes in
                                                                                                          the downloaded PDF

Resistance Isn’t Futile: a Searcher’s Experience of EPO Oppositions
 Robert Austin (Unilever PLC, Unilever Patent Group)
4   PIUG 2021      TUESDAY      Virtual Meeting

     T U E S D AY M O R N I N G 8 : 0 0 A M – 12 :15 A M

    “Not Invented Here” –
    Some Challenges in Identifying the Origin of Innovation from
    Patent Priority Data.
    Stephen Adams (Magister Ltd.)
    10:05 – 10:40 am

     ABSTRACT

    Many statistical studies of bibliographic patent literature include an analysis of priority country, as a
    standard ranking parameter. The usefulness of such an analysis is predicated upon the assumption
    that these data are a key to the geographic origin of the relevant research and development
    activities. In some cases, national “innovation league tables” are compiled using such information,
    which purport to show “world-leading” economies. We will consider the impact of national foreign-
    filing policies, specific bilateral agreements to recognise priority, filing at regional patenting
    authorities and under the PCT, and standards for recording priority data which will enter our search
    databases.

     BIOGRAPHY

    Stephen Adams is the managing director of Magister Ltd., a UK-based consultancy specialising
    in patents information. Mr. Adams is a Qualified Patent Information Professional (number
    20190044100092) and holds a B.Sc. in chemistry from the University of Bristol and an M.Sc. in
    Information Science from City University, London, as well as professional membership of the UK’s
    Chartered Institute of Library and Information Professionals (CILIP). He has been the representative
    for UK user groups on the information sub-committee of the Standing Advisory Committee to the
    EPO (SACEPO/PDI) for many years, as well as contributing to the work of the Committee on WIPO
    Standards (CWS) on behalf of the PIUG. He is the author of three editions of “Information Sources in
    Patents”, the most recent being published in September 2020 by Walter de Gruyter KG. He received
    the IPI Award in 2012 for outstanding contribution to patent information.
PIUG 2021      TUESDAY      Virtual Meeting       5

                                                                                                         Enter your notes in
                                                                                                         the downloaded PDF

“Not Invented Here” –
Some Challenges in Identifying the Origin of Innovation from Patent Priority Data
 Stephen Adams (Magister Ltd.)
6   PIUG 2021      TUESDAY      Virtual Meeting

     T U E S D AY M O R N I N G 8 : 0 0 A M – 12 :15 A M

    Evolving Patent Strategies in the Age of Software and Digital
    Revolution
    Debra L Banville (DLBanville LLC)
    11:00 – 11:35 am

     ABSTRACT

    Warren Buffett coined the term “Economic Moat” to describe the competitive advantage one
    company has over other companies within a given industry. In 2018, Elon Musk criticized Warren’s
    “economic moats” strategy as defensive, saying the “pace of innovation” is more important. I believe
    the “truth is in the middle.” Any good business strategy requires a defense (a moat) and an offense
    (innovation) if you want to play the “long game.” Patent analysis is increasingly demanding an
    understanding of the larger evolving business context and our ability to articulate this context. My
    presentation will look at the more holistic business-IP frameworks and provide illustrative examples.

     BIOGRAPHY

    Debra Banville is a Business specialist and consultant. She focuses on helping large and small
    businesses create actionable insights across various technology areas from biobased to electronics/
    materials and digital IoT. Building on previous R&D experience at AstraZeneca as a PI and
    Information Scientist, Debra created an insight generation platform at DuPont. She has numerous
    scientific publications and a passion for digital technology business modeling. Her credentials
    include PMP (PMI.org) and Competitive Intelligence Professional (CIP, Fuld-Gilad-Herring), training
    in Business Model Innovation (BMILabs.com), a B.A. in Chemistry from Brandeis University, a Ph.D. in
    Chemistry from Emory University, and a Postdoctorate in Biomedical Research at the University of
    California at San Francisco’s School of Pharmacy.
PIUG 2021      TUESDAY      Virtual Meeting       7

                                                                                                         Enter your notes in
                                                                                                         the downloaded PDF

Evolving Patent Strategies in the Age of Software & Digital Revolution
 Debra L Banville (DLBanville LLC)
The journey continues...
  About BizInt Smart
  Charts for Patents
  Create, customize and distribute
  tabular reports integrating data from
  the leading patent, IP sequence,
  and scientific/technical literature
  databases.

  Click here to learn more about
  BizInt Smart Charts for Patents

                                          Watch our product review

                                          Learn more at these PIUG events!
                                          Join the BizInt team at PIUG to learn more about the latest
                                          features in the BizInt Smart Charts product family:

                                          • Workshop: What’s New in BizInt Smart Charts
                                            Monday 24 May, 3:15 - 4:15 pm ET
                                          • Product Review
                                            Tuesday 25 May, 12:10 - 12:15 pm ET
                                          • Plenary: “COVID-19 Vaccines in Context: a Look at
                                            the mRNA Technology IP Landscape”
                                            by Matt Eberle (BizInt)
                                            Tuesday 25 May, 1:45 - 2:15 pm ET
                                          • Biotech Product Review
                                            Thursday 27 May, 12:05 - 12:10 pm ET

BizInt sponsor page on PIUG App
Create reports integrating data
                                      Identify new publications
                                      in updated reports.
                                                                  from the leading IP databases.
                                                                  •   STN (Classic, New & Next)
                                                                  •   Minesoft PatBase
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                                                                  • Social media:
Enhanced support for –
• Updating reports
• Hit structures
• Color-coding
• Orbit BioSequence

                                                                  BizInt Team at PIUG

                                     New in VantagePoint                     Diane Webb
                                     - Smart Charts Edition                  Co-Founder and President
                                     Version 12
                                     • Common actions scripted
                                     • New milestone timeline                John Willmore
                                     • New visualizations                    Co-Founder & VP,
                                                                             Product Development

         Learn how visualizations                                            Matt Eberle
            like these can be used                                           Lead Developer, Analytics
          to understand IP in the                                            and Custom Solutions
              mRNA vaccine area :
          Join Matt Eberle’s talk
                       on Tuesday                                            Bertha Adamson
                                                                             Product Support Manager

                                                                      www.bizint.com
8   PIUG 2021      TUESDAY      Virtual Meeting

     T U E S D AY A F T E R N O O N 12 : 4 5 P M – 4 : 3 5 P M

    COVID-19 Vaccines in Context:
    a Look at the mRNA Technology IP Landscape
    Matt Eberle (BizInt)
    1:45 – 2:15 pm

     ABSTRACT

    Our COVID-19 vaccine dashboard aims to place COVID-19 vaccines in context. The primary
    visualization is a bullseye plotting the movement of vaccinations from initial clinical trials to
    authorization. Dividing the vaccines by technology allows for comparison. Are the majority of
    vaccines in clinical trials using the same type of technology as the authorized vaccines? We can also
    build a piano chart with the same data, which allows us to include additional information. The piano
    included in our dashboard adds country for highest phase. In order to focus on the critical element
    of time, we built a timeline of trials for key vaccines, initially aimed at understanding when a vaccine
    might be available. The dashboard visualizations look at COVID-19 vaccines overall. With two of the
    first approved vaccines being RNA vaccines, can we look to IP to see why? We’ll use the same data-
    driven visualization approach that we used with the broader dashboard to focus on a single vaccine
    technology.

     BIOGRAPHY

    Following over ten years of experience at Wyeth, Pfizer and Sunovion as a Senior Information
    Scientist and Pharmaceutical Information Analyst, since 2013 Matt has helped BizInt customers use
    the BizInt Smart Charts and VantagePoint tools to create new solutions to address their challenges
    and problems. Matt lives outside Boston, MA.
PIUG 2021      TUESDAY      Virtual Meeting       9

                                                                                                      Enter your notes in
                                                                                                      the downloaded PDF

COVID-19 Vaccines in Context: a Look at the mRNA Technology IP Landscape
  Matt Eberle (BizInt)
10   PIUG 2021      TUESDAY      Virtual Meeting

      T U E S D AY A F T E R N O O N 12 : 4 5 P M – 4 : 3 5 P M

     Minimizing Patent Search Infodemics
     Yateen Pargaonkar (Riser IP LLC) and
     Edlyn Simmons (Simmons Patent Information Service, LLC)
     3:25 – 4:00 pm

      ABSTRACT

     An “infodemic” is defined as an excessive amount of information concerning a problem such that
     the solution is made more difficult. For patent search results, infodemics can refer to either a large
     quantity of irrelevant records or missing many important records. Knowing how to turn voluminous
     patent data to usable and reliable patent intelligence is not easy and it can lead to patent search
     infodemics. Democratization of patent search tools with access to patent data has raised the
     expectation that at least preliminary patent searching can be done by anyone.

     If executed correctly, conventional boolean and/or newer AI augmented patent searching can
     generate a triage of patents of interest. However, minor differences in choice of keywords, boolean
     search operators, classification codes, value-added indexing, citations, inventor names, assignee
     names, and/or usage of different databases can cause patent search “infodemics”. It is hard for
     the occasional or newer patent searcher to have a grasp on the idiosyncrasies of patent data,
     source documentation, and advanced patent search concepts. With carefully chosen examples,
     this presentation highlights the common mistakes made during patent searching and provides a
     framework for better patent searches.

      BIOGRAPHIES

     Yateen Pargaonkar is the Founder and Managing Director of Riser IP LLC, a specialized patent
     search, analysis, and IP competitive intelligence service provider. Yateen’s experience includes
     patent information search, analysis, and IP competitive intelligence roles of increasing responsibility
     in different sectors, including energy, pharma, biotech, nutrition, and consumer goods. Yateen
     has degrees in chemistry, biochemistry, and molecular biology, as well as three years of research
     experience at Columbia University. He is a registered U.S. Patent Agent, a reviewer for World Patent
     Information, and a member of PIUG.

     Edlyn S. Simmons founded Simmons Patent Information Service, LLC, in 2009 after retiring from
     her positions as Principal Information Scientist in The Procter & Gamble Co.’s Infolytics group and
     Manager of the Patent Information Group in the Patent Department of Hoechst Marion Roussel, Inc.
     She received BS and MS degrees in chemistry from the University of Cincinnati and is a registered U.
     S. patent agent. Ms. Simmons is a founding member of PIUG and served as Chair in 1990–1992 and
     Director-at-Large in 2000–2004 and 2005–10. She has been a member of the American Chemical
     Society Joint Board-Council Committee on Patents and Related Matters, in 2001–2011 and 2013–
     present. She received the International Patent Information Award in 2005.
PIUG 2021      TUESDAY        Virtual Meeting     11

                                                                                                                 Enter your notes in
                                                                                                                 the downloaded PDF

Minimizing Patent Search Infodemics
 Yateen Pargaonkar (Riser IP LLC) and Edlyn Simmons (Simmons Patent Information Service, LLC)
12   PIUG 2021      TUESDAY      Virtual Meeting

      T U E S D AY A F T E R N O O N 12 : 4 5 P M – 4 : 3 5 P M

     Best Practices for Reporting on Patent Information
     from a Patent Attorney Perspective
     Susanne Hantos (Davies Collison Cave Pty Ltd)
     4:00 – 4:35 pm

      ABSTRACT

     Reporting search results in a clear and useful manner is just as important as conducting the search well.
     Reporting can take many different formats, but there are some fundamental aspects that apply to all
     search reports. As a patent attorney, I have seen some stellar reports and some not-so-stellar reports. In this
     presentation, I will discuss the do’s and don’ts of reporting search results.

      BIOGRAPHY

     Susanne Hantos is Senior Patent Counsel and the Manager of the Patent Intelligence Services division of
     Davies Collison Cave Pty Ltd, an Asia-Pacific intellectual property law firm. Susanne is a registered Australian
     and New Zealand patent attorney and a Canadian patent agent who specializes in searching and analysing
     patent and other technical information in order to provide intellectual property advice. Susanne has been an
     active volunteer of the PIUG since 2008 including as the Chair of the Certification Working Group (2008–2011)
     and as the Co-Chair of the 2014 Annual Conference Program Committee. Susanne also served on the PIUG
     Board of Directors from 2012 to 2014 as the PIUG Chair. In 2014, she was appointed as the Co-Editor-in-Chief
     of World Patent Information and since 2016 she has been a member of the editorial advisory board for the
     journal. Susanne also volunteered as a co-ordinator of the international certification initiative for Qualified
     Patent Information Professionals (QPIP). In 2018, she became the Vice Chair of the Supervisory Council of the
     International Standards Board for QPIPs.
PIUG 2021      TUESDAY      Virtual Meeting     13

                                                                                                        Enter your notes in
                                                                                                        the downloaded PDF

Best Practices for Reporting on Patent Information from a Patent Attorney Perspective
 Susanne Hantos (Davies Collison Cave Pty Ltd)
14      PIUG 2021      TUESDAY      Virtual Meeting

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PIUG 2021      TUESDAY       Virtual Meeting                   15

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  Questel at PIUG
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