Patentability StudyFTOTech. SurveyDefensive Publ. Copyright © KATZAROV S.A.20/02/2007 Harnessing Patent Information for Enterprise Competitiveness Olivier

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Patentability StudyFTOTech. SurveyDefensive Publ. Copyright KATZAROV S.A.20/02/2007 Harnessing Patent Information for Enterprise Competitiveness Olivier Sacroug European Patent Attorney Katzarov SA Slide 2 Patentability StudyFTOTech. SurveyDefensive Publ. Copyright KATZAROV S.A.20/02/2007 Information in the world of IP Patent information Scientific publications Marketing information Slide 3 Patentability StudyFTOTech. SurveyDefensive Publ. Copyright KATZAROV S.A.20/02/2007 What is patent information? published patent applications published search reports granted patents published decisions gazettes of patent offices Slide 4 Patentability StudyFTOTech. SurveyDefensive Publ. Copyright KATZAROV S.A.20/02/2007 Why is patent information important? Almost 1000000 new patent documents published every year over the last 10 years 50000000 patent documents worldwide, describing 15000000 inventions Exceptional source of technological information Slide 5 Patentability StudyFTOTech. SurveyDefensive Publ. Copyright KATZAROV S.A.20/02/2007 Patent information is: up-to-date uniformly structured unique well organized concentrated quickly and easily accessed inexpensive Slide 6 Patentability StudyFTOTech. SurveyDefensive Publ. Copyright KATZAROV S.A.20/02/2007 Patent information is important for large companies small and medium enterprises scientists and researchers inventors investors patent attorneys, patent searchers ... Slide 7 Patentability StudyFTOTech. SurveyDefensive Publ. Copyright KATZAROV S.A.20/02/2007 How to conduct searches mandate an external provider: patent search service provider patent firm patent offices hire a specialist (patent agent, searcher) search online (ep.espacenet.com) Slide 8 Patentability StudyFTOTech. SurveyDefensive Publ. Copyright KATZAROV S.A.20/02/2007 How to retrieve patent information use cited references use patent classification (IPC, EPC) use key words use filing numbers use bibliographic data (applicant, inventors) combining the above Slide 9 Patentability StudyFTOTech. SurveyDefensive Publ. Copyright KATZAROV S.A.20/02/2007 Different uses of patent information Patentability studies Freedom to operate studies (FTO) Technology surveys Defensive publications Slide 10 Patentability StudyFTOTech. SurveyDefensive Publ. Copyright KATZAROV S.A.20/02/2007 Patentability study Can I get a patent for my invention? Slide 11 Patentability StudyFTOTech. SurveyDefensive Publ. Copyright KATZAROV S.A.20/02/2007 Freedom to operate study Can I market my invention? Slide 12 Patentability StudyFTOTech. SurveyDefensive Publ. Copyright KATZAROV S.A.20/02/2007 Technology Survey What do the others do? Slide 13 Patentability StudyFTOTech. SurveyDefensive Publ. Copyright KATZAROV S.A.20/02/2007 Defensive publication How can I prevent third parties from patenting something? Slide 14 Patentability Study Copyright KATZAROV S.A.20/02/2007 FTOTech. SurveyDefensive Publ. Patentability study: why? To evaluate the chances of obtaining a patent for a determined invention / development To help writing a better patent application To avoid unnecessary costs of preparing and filing a useless patent application Slide 15 Patentability Study Copyright KATZAROV S.A.20/02/2007 FTOTech. SurveyDefensive Publ. Patentability study: when? Once a solution is defined Before filing a patent application Slide 16 Patentability Study Copyright KATZAROV S.A.20/02/2007 FTOTech. SurveyDefensive Publ. Patentability study: what? Any publication (patent or non-patent documents) Slide 17 Patentability Study Copyright KATZAROV S.A.20/02/2007 FTOTech. SurveyDefensive Publ. Patentability study: how? Look for the core features of the invention (the special case destroys the novelty of the general case) Limited scope (often limited to a predefined budget) Stops as soon as the invention is anticipated by one or more documents Slide 18 Patentability Study Copyright KATZAROV S.A.20/02/2007 FTOTech. SurveyDefensive Publ. Patentability study: result Limited set of documents Recommendations about the patenting strategy Slide 19 Patentability Study Copyright KATZAROV S.A.20/02/2007 FTOTech. SurveyDefensive Publ. Patentability study: actions + File a patent application to protect your invention +/- Adapt / limit the scope of protection to a part of your invention only - Give up any patent protection Slide 20 FTO Copyright KATZAROV S.A.20/02/2007 Patentability StudyTech. SurveyDefensive Publ. Freedom to operate study: why? Avoid being attacked for infringement by one or more competitors Identify necessary licenses Slide 21 FTO Copyright KATZAROV S.A.20/02/2007 Patentability StudyTech. SurveyDefensive Publ. Freedom to operate study: when? Before starting a new development Just before going to market: usually too late Slide 22 FTO Copyright KATZAROV S.A.20/02/2007 Patentability StudyTech. SurveyDefensive Publ. Freedom to operate study: what? Granted and valid patents Patent applications Slide 23 FTO Copyright KATZAROV S.A.20/02/2007 Patentability StudyTech. SurveyDefensive Publ. Freedom to operate study: how? Extensive search Look for broad patents Patent family and validity searches Carefully analyse patent claims Old patents are disregarded (> 20 years) Slide 24 FTO Copyright KATZAROV S.A.20/02/2007 Patentability StudyTech. SurveyDefensive Publ. Freedom to operate study: result One or more patent families with legal status, time and geographical limits of each patent Identification of possible infringements Identification of possible licensors Risk assessment Slide 25 FTO Copyright KATZAROV S.A.20/02/2007 Patentability StudyTech. SurveyDefensive Publ. Freedom to operate study: actions + continue the development as planned +/- modify the solution +/- accept the risks - negotiate licenses - abandon, change direction Slide 26 Tech. Survey Copyright KATZAROV S.A.20/02/2007 Patentability StudyFTODefensive Publ. Technology Survey: why? Understand what is occurring in your (future) technological area: technological trends subjects of research emerging research fields Avoid reinventing the wheels find existing solutions to a technical problem find solutions that are not yet protected Slide 27 Tech. Survey Copyright KATZAROV S.A.20/02/2007 Patentability StudyFTODefensive Publ. Technology Survey: why? Watch your competitors key players patent portfolios technical strategies Survey third parties patents patenting trends threats infringements Slide 28 Tech. Survey Copyright KATZAROV S.A.20/02/2007 Patentability StudyFTODefensive Publ. Technology Survey: when? Before entering a new field Continuously (usually starts after the first bad experience) Slide 29 Tech. Survey Copyright KATZAROV S.A.20/02/2007 Patentability StudyFTODefensive Publ. Technology Survey: what? Patent documents Scientific publications, newspapers, journals Marketing information Company publication ... Slide 30 Tech. Survey Copyright KATZAROV S.A.20/02/2007 Patentability StudyFTODefensive Publ. Technology Survey: how? Search script / strategy Defined once Periodically run Continuously adapted Embrace all documentation found Analyse Slide 31 Tech. Survey Copyright KATZAROV S.A.20/02/2007 Patentability StudyFTODefensive Publ. Technology Survey: results Patent documents Statistics: per country / region per company / inventor per patent classification per year Slide 32 Tech. Survey Copyright KATZAROV S.A.20/02/2007 Patentability StudyFTODefensive Publ. Why do I need statistics Country / region: markets of interest Company: cooperating companies Inventor: top inventors in a company Classification: R&D focus Year: old or emerging technological field Slide 33 Tech. Survey Copyright KATZAROV S.A.20/02/2007 Patentability StudyFTODefensive Publ. Technology Survey: actions Oppose your competitors new patents Adapt your R&D, marketing, investing and/or business strategies Assess your strategy regarding new activities Slide 34 Defensive Publ. Copyright KATZAROV S.A.20/02/2007 Patentability StudyFTOTech. Survey Defensive publication: why? Prevent a third party from patenting something Slide 35 Defensive Publ. Copyright KATZAROV S.A.20/02/2007 Patentability StudyFTOTech. Survey Defensive publication: how? Publish discretely Publish through specialized companies File a patent application in an exotic country Slide 36 Defensive Publ. Copyright KATZAROV S.A.20/02/2007 Patentability StudyFTOTech. Survey Defensive publication: result Published document with a certified publication date Slide 37 Defensive Publ. Copyright KATZAROV S.A.20/02/2007 Patentability StudyFTOTech. Survey Defensive publication: action If necessary, use your defensive publication to destroy novelty of a competitors patent Slide 38 Patentability StudyFTOTech. SurveyDefensive Publ. Copyright KATZAROV S.A.20/02/2007 Conclusion: Harnessing information, in particular patent information, is essential to the establishment of a coherent and efficient business strategy and to avoid disputes with competitors. Leads to greater earnings. Slide 39 Patentability StudyFTOTech. SurveyDefensive Publ. Copyright KATZAROV S.A.20/02/2007 Questions? Slide 40 Patentability StudyFTOTech. SurveyDefensive Publ. Copyright KATZAROV S.A.20/02/2007 Olivier Sacroug Katzarov SA European Patent & Trademark Attorneys Geneva and Basel admin@katzarov.com Tel: +41 22 342 66 30 Fax: +41 22 342 66 15 www.katzarov.com Thank You!