2018 PIUG Business Meeting

PIUG 2018 Annual Business MeetingSunday 6 May 2018 1

2018 PIUG Business Meeting

Sunday 6 May 2018The Westin Alexandria

Alexandria, VA

PIUG 2018 Annual Business MeetingSunday 6 May 2018

• PIUG 2018 Annual Conference Update

• Report from the PIUG Chair

• PIUG Committee Reports & Updates

• Questions & Comments

2

Business Meeting Agenda


• 221 Registrants from 17 Countries• Australia, Austria, Canada, China, Denmark, Germany, Hungary, India, Israel,

Japan, Saudi Arabia, South Korea, Sweden, Switzerland, United Kingdom, USA

• 85 First-time attendees

• 24 Sponsors and Exhibitors

• 17 Workshops

• 12 Plenary sessions

• 2 Discussion panels• Partnerships and Patent Offices (PPO) Collaboration

• Panel Discussion of Independent Patent Research Professionals: Lessons From Outside the Box

• 17 Five-minute product reviews3

2018 Annual Conference Overview



• Planning Co-Chairs –Martha Yates and Ken Koubek• Program Co-Chairs – Ron Kaminecki, Martha Yates, and Stephen Adams• Brian Stockdale Award Committee – Edlyn Simmons (Chair), Stephen Adams, Ken

Koubek, Tony Trippe• Stu Kaback Business Impact Award Committee – Malcolm Hallam, Stephen Adams,

Martha Yates, Yun Yun Yang, and Elliott Linder• Evaluations – Ken Koubek (AC)• Gifts – Ken Koubek (AC)• First Time Attendee Welcome & Orientation – Suzanne Robins (Chair) and the Member

Relations Committee• Meeting Book – Diane Webb• Photography – Sandra Unger, Jim Brown, Yuri Mosolev• Signage – Zhifu Shu• Sponsorship & Exhibits – Jane Thompson• Web pages – Tom Wolff (Webmaster)• Workshops – Martha Yates

5

2018 Annual Conference Volunteers


• PIUG 2018 Northeast Conference

• October 8-10 APA Hotel Woodbridge, Iselin NJ

• PIUG 2019 Biotechnology Conference

• February 19-20 Kimpton Marlow, Boston MA

• PIUG 2019 Annual Conference

• May 4-9 Westin Alexandria, Alexandria VA

6

Save the Dates


• Martha Yates (Chair 2016-2018)

• Stephen Adams (Vice Chair 2016-2018)

• Malcolm Hallam (Treasurer 2016-2018)

• Shelley Pavlek (Secretary 2016-2018)

• Elliott Linder (Immediate Past Chair 2016-2018)

• Heather Simmons (Director at Large 2016-2020)

• Ron Kaminecki (Director at Large 2014-2018)

7

Current Board of Directors


• Martha Yates (Chair 2018-2020)

• Shelley Pavlek (Vice-Chair 2018-2020)

• Malcolm Hallam (Treasurer 2018-2020)

• Rosanna Lindquist (Secretary 2018-2020)

• Elliott Linder (Immediate Past Chair 2018-2020)

• Heather Simmons (Director at Large 2016-2020)

• Ron Kaminecki (Director at Large 2018-2022)

8

New Board of Directors


Report from the Chair

Martha Yates


Alexandria, VA

9


• PIUG implementing an enhanced volunteer recognition program

• Better tracking of volunteers

• Pins for 5 years or more

• Recognition on the website and wiki

• Annual gift card

• Other ideas welcome

• Thanks to Margaret Allen for working on this project

10

Activities


• Busy year for PPO committee

• Advancing education and training offerings

• Virtual business meeting in the future?

11

Activities


• Membership – Chair position vacant• Seth Mendelson, Acting Chair

• Member Relations Committee – Suzanne Robins, Chair• Vanessa Peña, Newsletter Editor

• Electronic Communications Committee – Tom Wolff, Chair• Sponsorship Committee – Jane Thompson, Chair• Education and Training Committee – John Zabilski, Chair• Certification Committee – Susanne Hantos and Ron Kaminecki, Co-

Chairs• Partnerships and Patent Offices Committee – Cynthia Barcelon-

Yang and Stephen Adams, Co-Chairs• Bylaws Committee – Martha Yates, Chair• Nominating and Election Committee – Ken Koubek, Chair

12

PIUG Functional Committees


• Treasurer's Report – Malcolm Hallam/Ken Koubek

• PIUG 2017 Northeast Conference Report – Shelley Pavlek

• PIUG 2018 Biotech Conference Report – Greg Roland

• Membership and Member Relations Committee Report – Suzanne Robins

• Education and Training Committee Report – John Zabilski

• Certification Committee Report—Ron Kaminecki

• Electronic Communications Committee Report – Tom Wolff

• Partnerships and Patent Offices Committee Report – Cynthia Barcelon-Yang and Stephen Adams

13

Agenda for Committee Reports


Treasurer’s Report

Malcolm Hallam/Ken Koubek

Sunday 6 May, 2018The Westin Alexandria

Alexandria, VA


12/31/2015 12/31/2016 12/13/2017

Net worth $626,456 $572,566 $572,421

15

Our net worth remains stable


2017 Income & Expense


• Investments are moderately conservative

• Cash cushion to cover wide variations in timing of income and expenses, especially around conferences

• Reserves provide contingency against unforeseen economic situations

17

Financial Stewardship


2017 AnnualConference

2017 NEConference

2017 Intro/FTO Course

2018Biotech Conference

2018 Patent Fundamentals Course

Income $222,990 $18,000 $10,800 $17,135 $12,855

Expenses $207,695 $22,851 $7,864 $26,347 $8,922

Net Income $15,295 ($4,851) $2,936 ($9,212) $3,933

18

We usually make money on conferences and courses

• Lower attendance and high expenses at 2018 Biotech conference

• Lower attendance at 2017 NE conference

• Sponsorship soft at recent NE and Biotech conferences

• Course expenses include faculty share of proceeds


1. Membership declining and attendance has been down at all of our conferences

2. Educational events have done very well

3. Investing in education and resources for members

4. Focus Annual Conference on DC/Alexandria this year and next to encourage attendance

19

Treasurer Takeaways


PIUG 2017 Northeast ConferenceSeptember 25-27, 2017

The APA Hotel WoodbridgeIselin, NJ


Alexandria, VA


Sponsors

Platinum Sponsors

• BizInt Solutions

Silver Sponsors

• GQ Life Sciences

• Minesoft, Ltd.

• Search Technology

Gold Sponsors

• STN International

21


Program Committee:

• Shelley Pavlek (Chair), Yateen Pargaonkar, Don Walter, Yun Yun Yang

Planning Committee:

• Chair: Shelley Pavlek

• Evaluations: Shelley Pavlek

• Exhibit Hall: Jane Thompson

• Meeting Booklet: Diane Webb

• Photography: Sandra Unger

• Registration: Ken Koubek, Kimberly Miller

• Signage: Zhifu Shu, Hongbo Liu

• Sponsorship: Jane Thompson

• Webpage: Rick Williams, Tom Wolff

• Workshops: Sophie Bail

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Volunteers


Feedback

Positives• 95% said meeting was worthwhile

• Top Presenters:

• Tom Wolff – Freedom to Operate

• Nat Brooks – Innovation Intelligence

• Plenty of time for questions, exhibit hall & networking

• Conference location and venue had great reviews

• STN Patent Forum

Needs Improvement• Outreach to get more attendees/

newcomers – 81 attendees

• Disappointing vendor participation

• More workshops

• Some of the presentations were too basic for patent professionals

• More presentations that are not focused on pharma

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Save the Date!

PIUG 2018 Northeast ConferenceOctober 8 - October 10, 2018

The APA Hotel Woodbridge - Iselin, NJ


2018 Biotechnology Conference

Theme: The Evolution of Biotech Searching: New Approaches for Old Problems

• Place: Kimpton Marlowe Hotel

• Statistics:

• 2 day conference : 1 day plenary session, 1 day workshop

• Attendance: 63 attendees for plenary session (54 in 2017) , 36 attendees for workshops (22 in 2017)

• 4 sponsors (7 in 2017)

• 3 workshops including the EPO workshop sponsored by PIUG (4 in 2017)

• 51 Hotel nights at Kimpton Marlowe

• Attendees from patent offices (EPO, Danish)

• E-survey: Most responded the survey said the conference and workshop sessions match this year's theme

• Most of the plenary sessions were received favorably.

• Loss (after expenses): ~ $9.3K

• 2019: Kimpton Marlowe Hotel


26

2018 Program Committee

Greg Roland, Co-Chair Novartis

Alison Taylor, Co-Chair Abbott

Qin Meng IFI CLAIMS Patent Services

Barbara Miller Amgen


27

2018 Planning Committee

Planning Qin Meng IFI CLAIMS Patent Services

Board Liaison Shelley Pavlek Bristol Myers Squibb

Registration Donna Fisher Ipsen Bioscience

On-Site Logistics Qin Meng IFI CLAIMS Patent Services

Monica Weiss-Nolen Sanofi

Workshops Elyse Turner

Jordan Bell Global Patent Solutions, LLC

Alison Taylor Abbott

Maritsa Tzimas GlaxoSmithKline


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2018 Planning Committee

Exhibitor Liaison Jordan Bell Global Patent Solutions, LLC

Evaluation Christine Geluk Librarian At Your Service, LLC

Web & Networking Rick Williams Zoetis Inc

Wiki Tom Wolff Wolff Information Consulting

Meeting Book Diane Webb Bizint

Alison Taylor Abbott

Publicity Ellen Sherin GQ Life Sciences

Hospitality / Travel Qin Meng IFI CLAIMS Patent Services

Social Media Christine Geluk Librarian At Your Service, LLC


Gold Sponsors

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Bronze Sponsors

30


Membership Report

Suzanne Robins (data compiled by Malcolm Hallam)


Alexandria, VA


628

23

9

21 22

600

20

3

1916

594

30

2

1519

464

41

2

15 15

414

27

1

18 17

1

10

100

1000

Total Active Members Emerging CountryMember

Full Time StudentMember

Retiree Member Unemployed Member

PIUG Membership as of April 17

2014 2015 2016 2017 2018

0


1 1 1 1 1 1 12 2 2 2 2

3 34

6 6 67 7

12

14

17

22

0

5

10

15

20

25

Non-US Membership31% of Total, as of April 17


Academic/Govt, 22

Applications, 88

Consulting, 80Corporate, 163

Legal, 38

Other, 18Patent Office, 5

PIUG Membership by Affiliation

April 17, 2018


Member Relations Committee Report

Suzanne Robins


Alexandria, VA


PIUG Member Relations Committee

• Goal▪ To welcome new members and increase retention of

current members

• Activities▪ Hold monthly teleconferences

▪ Send personalized emails to new and returning members throughout the year

▪ Send personalized emails to first time conference attendees, before and after the conference



• Activities (continued)▪ Host First Time Conference Attendee Welcome and

Orientation Reception at Annual Conferences

▪ Create Tips for First Time Conference Attendees for Website

• Collaborate with Social Media Committee

• Collaborate with Electronic Communications Committee

• Ideas for Future• Membership Survey, periodic enewsletter

• Always looking for additional member-only benefits


• Suzanne Robins (Chair)

• Malcolm Hallam* (International Member Liaison Officer and Board Liaison)

• Cathy Chiba*

• Seth Mendelson*

• Kartar Arora*• Heidi Stone*• Wongel Tefera*• Kristin Whitman*• Barbara Miller*

• Cedric Tchakounte* • Heather Simmons • Gus Pinto • A.J. D'Ambra

• Ken Koubek

• Tom Wolff

• Elliott Linder

• Kris Atkinson

• Barbara Hampton

• Vanessa Pena (enewsletter)

• Committee Members - * are volunteers sending emails to new &

returning members every 4-8 weeks



Education and Training CommitteeJohn Zabilski


• Three PIUG live public training sessions were held in the last year

• Introduction to Patent Searching

• October 31, 2017 – San Francisco

• Freedom to Operate Fundamentals

• November 1, 2017 – San Francisco

• Patent Searching Fundamentals

• March 2018 – USPTO

• Seeking topic suggestions for additional public course offering – please let me know

40

Education and Training Committee


Plans for 2018-2019

• Freedom to Operate Fundamentals

• October/November 2018 – Philadelphia

• Patent Searching Fundamentals

• Spring 2019 – USPTO

• Training Home Page on the PIUG web

• Webinars

• Free webinar(s) for PIUG members

• Paid webinar(s) for everyone

41



• One central location for all training resources

• Live training events information/registration

• Webinar information/registration

• Recorded sessions – on demand

• Training materials

• Training resource links

42

PIUG Website Landing Page


• Free Introductory training materials

• Patent law basics

• Patent search basics

• Patent search resources

• Fall Webinar?

• Custom training?

43

Webinars



Going forward . . .

• Tuesday lunch meeting at PIUG meeting

• Forum discussion topics on committee page

• Sub-committee meetings as needed


Certification Committee

Ron Kaminecki


Alexandria, VA


• International Standards Board for Qualified Patent Information Professionals (ISBQPIP) determines the requirements for certification (education, qualifications, coursework, complaints, code of professional conduct…)

• Professional Representatives Committee (PRC) represents groups of searchers and nominates representatives to the Supervisory Council

• Supervisory Council (SC) is charged with overseeing functions of committees and establishing other committees.

• Committees include:

• Accreditation

• Examination

• Qualifications and Continued Professional Education Committee; and

• Regulatory and Disciplinary

46

Certification


• Ron Kaminecki was appointed Professional Representatives Committee (PRC) for PIUG

• Other PRC members represent:

• PDG and PIF (Denmark)

• BEPIUG (Belgium)

• BPIP (United Kingdom)

• CFIB (France)

• CHPIUG (Switzerland)

• PING (Germany)

• SPIP (Spain)

• SIPIG (Sweden)

• IPCC (Japan)

47

Certification


• The PRC met several times and was charged with nominating members of a Supervisory Council

• Susanne Hantos was nominated by PIUG for the Supervisory Council and she accepted this position

• She now joins eight other individuals from around the world focusing on the next steps focusing on the certification process

• The Supervisory Council will now be operating under the Articles and Rules of the ISBQPIP

48

Certification


Officially register the International Standards Board for Qualified Patent Information Professionals (ISBQPIP)

Develop exams (including patent landscaping) – target date February 2019

Set up Prior Experience Recognition and send out invitation to apply for PER

49

Duties of Supervisory Council (QPIP Update 201804 Ton De Graaff 20

April 2018)


Electronic Communications Committee Report


Alexandria, VA


• To support, assist, improve and enhance the success of patent information professionals through leadership, education, communication, advocacy and networking.

• Promote and improve the retrieval, analysis and dissemination of patent information.

51

PIUG Mission Statement


• PIUG Membership

• PIUG Board

• Member Relations Committee

• Conference Committees

• Other committees

52

Who ECC Supports


• PIUG Website – www.piug.org

• PIUG Disc Forum/Wiki - wiki.piug.org

• PIUG LinkedIn Group –https://www.linkedin.com/groups/81931

• PIUG LinkedIn Company page –https://www.linkedin.com/company/7944100

• PIUG Twitter - http://twitter.com/piug

• Meeting App for 2018 Annual Conference

53

Electronic Media

http://www.piug.org/

http://wiki.piug.org/

https://www.linkedin.com/groups/81931

https://www.linkedin.com/company/7944100

http://twitter.com/piug


• Chairperson – open strategic leadership position (IT expertise not required)

• Webmaster/Wikimaster – Tom Wolff

• Webmaster (membership), wiki co-admin – AJ D’Ambra

• Webmaster (Biotech, Northeast Conf.) – Rick Williams

• Admin/Webmaster (Events, Registration, PIUG Store, Finances, Crowd Compass Meeting App, etc.) – Ken Koubek

• Twitter (website home page) – Kristin Whitman, Andrea Davis

• PIUG News (website home page) – open position

• LinkedIn PIUG Company Page – open position

54

Electronic Communications Committee (ECC)


• PIUG Wiki – major upgrade in 2016, another in 2017, maybe in 2018

• PIUG Website – home page redesign possible

• PIUG LinkedIn Page – Strategy considerations; Open/closed to members?

55

ECC Issues


Partnerships and Patent Offices Committee

Stephen Adams (Co-Chair)Cynthia Barcelon-Yang (Co-Chair)


Alexandria, VA


PPO Committee Objectives –Why was it formed?

• Combine the activities of the formerly dormant “Patent Offices Committee” with several outreach activities from other organizations like PDG, CEPIUG, LES, AIIP, etc. and the more recent collaborations with IPPH (Intellectual Property Publishing House), a division of the SIPO (State Intellectual Property Office) of China, KIPI/KIPO (Korean Patent Office) and JAPIO (Japanese Patent Information Organization)

• Operate synergistically to cover many areas of common ground in relationships with other user groups and with the various international patent offices.


• Enhance PIUG's outreach internationally, and potentially grow PIUG membership in non-US countries, especially in “emerging” countries like China, India, etc., thus ensure continued growth and viability of PIUG.

• Strengthen relationships with major patenting offices (WIPO, EPO, USPTO) through interactions with these patent offices' affiliated organizations like PDG, CEPIUG, and hopefully expand relationships with other major patenting authorities in Asia Pacific and Latin America.

• Ensure continuity of agreements/partnership activities and provide stability of existing relationships - A step towards establishing some ‘consistency’ and continuity of partnership-building agreements & activities (e.g., with PDG, CEPIUG, IPPH), thus eliminating reliance on the decisions made by the ‘sitting’ PIUG Board which changes every few years.

Long-Term Goals & Expected Benefits


Current PPO Committee Members

• Stephen Adams (Co-Chair)

• Cynthia Barcelon Yang (Co-Chair)

• Elliott Linder

• Cynthia Gallagher

• Wongel Tefera

• Edlyn Simmons

• Zheng (John) Wu

• Sue Hantos

• Gin-Yun Eggerichs

• Alison Taylor

59

WIKI: http://wiki.piug.org/display/ppoc/Partnerships+and+Patent+Offices+Committee+Home

Anyone interested to join, please contact Stephen or Cynthia.

http://wiki.piug.org/display/ppoc/Partnerships+and+Patent+Offices+Committee+Home


Accomplishments/Activities

• WIPO – PIUG Partnership – Stephen Adams

• India Patent Conference – Stephen Adams

• PDG – PIUG Partnership – Stephen Adams

• USPTO, EPO, WIPO @ PIUG Conferences – Cynthia

• PIUG-CPAC Asia Sessions - Cynthia

• 2016-2017 Sessions - successfully completed

• 2018 Session – in planning stage

• KIPI/KIPO/PATINEX 2017 - Cynthia

• Patent Information Fair & Conference – JAPIO 2017 – Cynthia

• Standard PIUG Overview Slides - Cynthia

• Patent Registers’ Quick Guides - Cynthia

• Future Plans - Cynthia


WIPO – PIUG Partnership

• PIUG Granted WIPO Observer Status in 2015.

• Committee on WIPO Standards (CWS)

– Next Meeting will be on October 15, 2018

– Will decide if detailed information will be included in the new standard on legal status information (ST.27) that came into force in 2017.

– Continuing contribution to other CWS actions e.g., survey on national registers

• Other Technical Meetings:– PCT Committee for Technical Cooperation (possibly May 2018 – no date set)

– PCT Working Group (provisionally May-Jun 2018)

– IPC Committee of Experts (8-9 Feb)

– IPC Revision Working Group (23-27 Apr)


PIUG @ India Patent Conference

• Christoph Haxel, organizer of the International Indian Patent Information Conference (II-PIC), invited PIUG to participate.

• Goal: To promote PIUG and Haxel Congress conferences. For PIUG, to also

gain additional non-US members and/or provide encouragement or advice on the development of a local user community.

• II-PIC Conference @ Bangalore, India – November 2-3, 2017• ~ 100 attendees

• About 2/3 were Indian nationals, rest from Europe and US

• Information professionals centred in Bangalore, Delhi, Mumbai/Pune.

• Stephen Adams – PIUG Speaker/Delegate• Plenary Talk on ‘Learning from your mistakes’

• 5-Minute Product Review on PIUG


PDG – PIUG Partnership

• The PDG (Patent Documentation Group) holds 2 meetings a year of its IMPACT sub-group

• role in monitoring content, timeliness and quality of patentinformation services, and providing feedback on user requirements of PDG member companies

• Stephen Adams and others have attended (various venues in Europe)

• Feedback to PIUG members via webinar

• Future mechanism?


2018 2017 2016 2015 -Earlier

PIUG Annual Conf

• Keynote AddressJoseph Matal, USPTO

• From the Early Days of Patent Searching to a New Espacenet and Future ToolsHeiko Wongel, EPO

Workshops:• Sneak Peak of New

Espacenet - EPO• Cooperative Patent

Classification, Global Dossier & eCommerceModernization – USPTO

• PATENTSCOPE FunctionalitiesIustin Diaconescu, WIPO

• Industry 4.0 and the Role of Patent Information in Innovation: EPO PerspectiveNigel Clarke, EPO

• USPTO UpdateJessica Patterson, USPTO

Workshops:• The EPO Patent

Information Products Road Show – 2017 -EPO

• Global Patent Dossier -USPTO

• What’s new in CPC –recent changes and Searching in CPC -Practical Tips – USPTO

• A Review of Recent Efforts by USPTO to Enhance the Quality of Prior Art Found by and Provided to Its Patent ExaminersDonald Hajec, USPTO

• Global Patent Prosecution Featuring Global DossierJessica Patterson, USPTO

• Update from the European Patent Office (EPO)Daniel Shalloe, EPO

2007-2015: Talks and workshops by EPO, WIPO, USPTO.

2005, 2010, 2013: Keynote Addresses by USPTODirectors/Tech Mgr

2011-2013: EPO-USPTO Joint CPC Master Class and Plenary talks on CPC.

2008: USPTO & WIPO Trilateral Office Booth

2003: EPO, USPTO, JPO RoundTable

2002: EPO Exhibitor

2001, 2005 : Tours of USPTO

1999-2005: USPTO, WIPO & EPO plenary talks

USPTO, EPO & WIPO Recent Conferences/RoundTable

https://www.piug.org/an18program#matal

https://www.piug.org/an18program#wongel

https://www.piug.org/an18workshops

https://www.piug.org/an17program#diaconescu

https://www.piug.org/an17program#clarke

https://www.piug.org/resources/Documents/an/2017/Workshop_abstract_EPO_Roadshow_AN2017.pdf

https://www.piug.org/resources/Documents/an/2017/Global Patent Dossier Workshop Abstract - 2017.pdf

https://www.piug.org/resources/Documents/an/2017/PIUG CPC Abstract and Bio.pdf

https://www.piug.org/an16program#hajec

https://www.piug.org/an16program#patterson

https://www.piug.org/an16program#shalloe


2018 2017 2016 2015 - Earlier

PIUG Biotech & PIUG Northeast

• Keynote -Searching Peptides and Proteins and Second Medical Use ClaimsDr Klaus- Peter Döpfer, EPO

Workshop - Searching Peptides and Proteins and Second Medical Use Claims - Dr Klaus-Peter Döpfer, EPO

Workshop:Searching Biotechnological Inventions under the EPC. Dr Klaus-Peter Döpfer, EPO

Global Dossier & International CooperationNelson Yang (USPTO)

Workshop -- USPTO New Initiatives: Global Dossier and Patent Center - Lisa Tran & Nelson Yang

2013 & 2015: USPTO updates2011: USPTO update on Sequence Business Process2009: EPO Examiner Practice2008: Sequence Searching @ the EPO

2015: USPTO – Global Patent Prosecution2012: USPTO Update on CPC

USPTO Round Table/Symposium

• PIUG Chair attended USPTO Patent Quality Community Symposium

2015: PIUG Chair attended USPTO Open Data Roundtable.

2013: Software Partnership Round Table on Prior Art Searching - Dominic DeMarco (PIUG delegate)

WIPO Observer& Training Program

2015: PIUG granted WIPO Observer status

2010: PIUG partners with WIPO to teach at international patent training program

USPTO, EPO & WIPO Recent Conferences/RoundTable

https://www.piug.org/biotech18program#Dopfer

https://www.piug.org/event-2796791

https://www.piug.org/resources/Documents/bt/2017/Searching Biotechnological Inventions under the EPC - Workshop Abstract.pdf

https://www.piug.org/resources/Documents/ne/2016/USPTO New Initiatives.pdf


• PIUG was informally invited to participate initially at the CPAC Conference in 2016 through Qin Meng.

• Cynthia Barcelon Yang was requested by the PIUG Board to liaise with Qin Meng and CPAC.

• A formal invitation from CPAC was received and PIUG Board accepted the invitation after discussions.

Objectives:• Provide technically-strong patent information presentations/discussions at

the CPAC conference

• Increase awareness of PIUG among CPAC attendees and hopefully incentivize them to become PIUG members

• Establish ongoing exchange of information between CPAC and PIUG

PIUG – CPAC* Partnership*China Patent Annual Conference, formerly known as

Patent Information Annual Conference (PIAC)




• CPAC Conferences in 2016 and 2017.• Location: China National Conference Center at 2008 Olympic Games site, Beijing, China.

• Dates: September 19-20, 2016; September 5-6, 2017

• 7th Annual PIAC conference and 8th

Annual CPAC conference

• PIAC was rebranded to CPAC – “China Patent Annual Conference” in 2017

• 4000 attendees (2016), 8000 attendees (2017) – 100% jump

• Predominantly in Chinese but all sessions were supported by simultaneous translation available via an “ear gadget or headphone”.

• Vendors/Workshop/Exhibit hosts are typically charged a fee to participate in any session, but fee waived for PIUG.

• Exhibits • More than 100 booths from over 80 exhibitors from a dozen or so countries.

• Many familiar exhibitors were present – STN, Lexis/Nexis, PatBase, GenomeQuest, IFI Claims, Questel, but also many others (Asian) not known by western professionals.

• PIUG Booth – PIUG poster and brochures available; Zheng Wu was the Exhibit Coordinator




• PIUG-PIAC 2016 Asia Session – Half-Day Session

Theme - “PIUG-PIAC Partnership: Roadmap to Excellence in Providing High-value Patent Information Services”.

• Held in Beijing, China on September 20, 2016

• Keynote – Overview of PIUG - Cynthia Barcelon Yang

• “Bio Patent Searching in FTO Assessment” – Sunny Wang (Sanofi)

• “Chemistry Patent Searching in Determining FTO” – Sue Hantos

• “Patent Analytics for Empowering Business Decisions” – Cynthia Yang

• 154 Attendees – mostly intermediate level, some beginners/advanced

• Evaluation Feedback: 17% responded

• 96% rated it very good/excellent

• 10 volunteers offered to assist with PIUG activities

• PIUG Exhibit Booth – managed by Zheng Wu. PIUG brochures in Mandarin.

• Review article by Lu Jiao (Chinese Academy of Science) & C. B. Yang published in eNewsletter, March 2017.

https://www.piug.org/piac16meeting


Patent Information Annual Conference of China (PIAC)

Thank You to All Speakers & Planning/Program Committee

- Qin Meng - Sue Hantos

- Zheng (John) Wu - Cynthia Barcelon Yang

- Sunny Wang - Ms Ren Li (IPPH)


• PIUG-CPAC 2017 Asia Session – Half-day session• Theme - “Enhancing Patent Searching Skills to Impact the Business &

Decision-Making”.

• Held in Beijing, China on September 6, 2017. • Cynthia Barcelon Yang - Opening Remarks on PIUG

• John Zabilski, Chair, PIUG Education & Training Committee

• Yugong Cheng, Patent Research Consultant, Eli Lilly

• Christophe Mazenc, Director, Global Databases Division, WIPO

• Daming Chen, Associate Researcher, Chinese Academy of Sciences

• Nigel Clarke, Manager, Patent Information Research, EPO

• > 100 Attendees – beginners/intermediate level. * Same CPAC logistic support for room/exhibit.

• Evaluation Feedback: 30% responded. 93% rated it very good/excellent

• 11 volunteers offered to assist with PIUG activities

• CPAC decided to make this a regular breakout session. Loyalty Partner Award given to PIUG.

• Review article by Qin Meng & C. B. Yang published on PIUG Member site - Jan 2018. EPO also published a WPI article - March 2018. We-Chat on PIUG Asia Session created March 2018.



https://www.piug.org/cpac17meeting

https://wiki.piug.org/download/attachments/58294407/PIUG-CPAC_Asia_2017_Session_Review_Article_by_Qin Meng_and_Cynthia_Barcelon-Yang.pdf?version=1&modificationDate=1516566492699&api=v2

https://doi.org/10.1016/j.wpi.2018.01.004


China Patent Annual Conference (CPAC)

Thank You to All Speakers & Planning/Program Committee

- Qin Meng - John Zabilski

- Zheng (John) Wu - Yugong Cheng

- Ms Ren Li (IPPH) - Daming Chen

- Cynthia Barcelon-Yang - Christophe Mazenc (WIPO)

- Nigel Clarke (EPO)


• PIUG-CPAC 2018 Asia Session – finalizing program• Theme - “Exploring new tools and techniques for performing comprehensive

IP search to support data-driven business decision-making”

• Beijing, China on August 31, 2018. • Ron Kaminecki - Keynote Remarks on PIUG

• Heiko Wongel – EPO, Director, EPO Patent Information Promotion

• Lutz Mailänder - WIPO, Head of Cooperation on Examination and Training Section

• Yun Yun Yang - Bristol-Myers Squibb, Senior Patent Analyst

• Lily Wang - Wuxi Biologics, IP Counsel, Associate Director, Biologics Discovery

• Izumi Tsuzuki - Japan Patent Search Grand Prix, Past Vice- Chair

More details on https://www.piug.org/cpac18meeting

Waiting for one more potential speaker to confirm.






• KIPI/KIPO/PATINEX initiated collaboration through visit @ Princeton, NJ on November 17, 2016 with PPO Committee members – M. Hallam, E. Linder, S. Pavlek, C. Yang.

• Goal: Partner with PIUG to co-promote each other’s conferences and patent information activities.

• PIUG/KIPO/KIPI/PATINEX - also agreed on reciprocal exchange of exhibitor benefit – an exhibit booth and one free registration.

• PATINEX Conference – September 7-8, 2017 @ Seoul, S. Korea

o Theme - “Unlocking Breakthroughs with IP Knowledge in the Fourth Industrial Revolution”.

o PIUG Speaker/delegate - Kenie Ho (Finnegan Law Firm) – “Emerging IP and Litigation Issues for IoT Technologies in the US”. He also led a featured panel discussion and managed PIUG booth with PIUG brochures in Korean.

o > 700 conference attendees. Very positive feedback from PATINEX organizer

o Review article by Kenie Ho and Cynthia Barcelon-Yang published on PIUG Wiki – October 2017.

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KIPI/KIPO/PATINEX Collaboration

https://wiki.piug.org/download/attachments/61243882/PIUG_Partnership_with_PATINEX_Sept_2017_Article_.pdf?version=1&modificationDate=1508195411249&api=v2


PIUG @ PATINEX Conference

Thank You to Kenie Ho for his excellent presentation and representation of PIUG!


• Dr. Izumi Tsuzuki (PIUG member who attended 2016 PIUG Annual) initiated collaboration with PIUG via intro email with Mr. Yokoi (JAPIO).

• Goal: To promote PIUG in Japan and in return promote PIFC participation among PIUG members.

• PIFC – PIUG agreed on reciprocal exchange of exhibitor benefit – an exhibit booth and one free registration.

• PIFC Conference - November 8-10, 2017 in Tokyo, Japan.

• PIUG Speaker/delegate – Dominic DeMarco (DeMarco IP) –“Examiner Searching at the USPTO”

• Dominic also managed the PIUG booth with PIUG brochures in Japanese.

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PIFC* (JAPIO) Collaboration*Patent Information Fair and Conference


• Purpose: Develop a ‘standard’ deck of PIUG overview slides to be incorporated into a PIUG speaker’s talk at various partnerships’ conferences

• Suggestion was made by Cynthia Barcelon-Yang.

• Initial slide deck was drafted by Cynthia and later approved by the PIUG Board.

• It is posted on PIUG wiki for use by PIUG speakers.

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Standardize PIUG Overview Slides

https://wiki.piug.org/download/attachments/37847261/PIUG_Overview_Standard Charts_Final.pptx?version=4&modificationDate=1502827386271&api=v2


• Project Team – Cynthia Gallagher (Pfizer – leader); Wongel Tefera; Cynthia Barcelon-Yang. In collaboration with Nick Cole (PDG, GSK) and potentially GSK volunteer(s).

• Objective - Create a resource available to PIUG members to help them find patent information for countries that are not well covered by commercially available resources

• Benefits

• To PIUG members – a resource to help find patent information which can sometimes be “difficult to find”

• To PIUG - a resource available for the PIUG community which can be an additional member benefit or potential revenue-generating item for sale online

• Work Product- “One pager” document with link to country Register and tips on searching difficult fields. 2017 Accomplishments include:

• Completed Survey of PIUG Members/WIKI users – obtained input on which countries and what issues/data fields are most difficult; EPO, WIPO collaboration being sought.

• Brazil & Mexico Quick Guides have been completed.

• If anyone is interested in volunteering to create these cheat sheets, please contact Cynthia Gallagher or Cynthia Barcelon-Yang.

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Patent Register Quick Guides


Patent Register Quick Guides Project

• Seek collaboration with EPO (Heiko Wongel) and WIPO (Nathalie Montillot) on similar initiative

• Communicate/publish Brazil and Mexico sheets to PIUG members on appropriate platform

• Work next on Russia Quick Guide

PIUG-CPAC Asia 2018 Session – complete planning & execute

WIPO CWS – Continue to participate in technical meetings, as appropriate

KIPI/PATINEX, PIFC/JAPIO, India Patent Conference – plan participation if invited again, and if theme is aligned and has interest from PIUG volunteers

Work with PIUG Education & Training Committee – seek opportunities to present at international conferences (CPAC, India, Korea, Japan)

Obtain input to identify patent-related organizations in the US with whom PIUG can establish/strengthen partnerships.

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Future Plans
