Industrial internet and digitalisation

Taneli Tikka, Tieto Corporation


The reform of the European Union trade mark system

Harri Salmi, EUIPO

The presentation will focus on the four main aspects of the reform of the Community trade mark system (now the European Union trade mark system), namely:
• why the legislator decided to reform the current system in the first place,
• when the various sets of new provisions entered or will enter into force,
• what are the changes for trade mark owners, practitioners and the Office, and finally
• how these changes have been and will be implemented in practice.

Spreading the innovation culture at a hospital

Mercedes Avilés, Maria López, Health Research Institute, Hospital 12 de Octubre

The Innovation Unit at the Health Research Institute of the Hospital 12 de Octubre, based in Madrid, was set up in 2014, in order to address innovation from the lab to the market. The Unit views dissemination as a key factor in the innovation concept and therefore attends sessions in different services at the Hospital, explaining what innovation is, and how the Unit can contribute to turning an innovative idea into reality. The ITEMAS Platform to which the Institute belongs also contributes to disseminating the results achieved by the Health Research Institute.

The Innovation Unit has established a standardised methodology for assessing IP rights, which includes the analysis of the prior art, technological surveillance, meetings and an Innovation Committee responsible for taking the final decision about the suitability of IP protection. Attorneys contribute to drafting and filing patent applications where the invention consists of a process. However, when the invention concerns an apparatus, the patent is drafted and filed by the Innovation Unit... The Unit also gives training to innovators and employees from the hospital to enable them to develop their own IP strategies. It also administrates annual patent fees and manages the pool of patents already granted in order to reach the market. In addition, it drafts non-disclosure agreements with third parties.

Tailoring IP services to the healthcare sector

Nia Roberts, Welsh Government


From PATLIB centre to patent centre

Christoph Hoock, TU Ilmenau, PATON

The traditional PATLIB centre proving patent information on demand will lose market share as more and more patent documents become available for free. Patent information retrieval software directly targets end users. Patent law firms expand their portfolio to include patent search, patent evaluation and portfolio analyses. PATLIB centres will develop into patent centres, providing patent information (documents and bibliographic data), interpreting the data and acquiring new customers proactively. For this purpose they need a team of experts with good communications skills and access to customers in industry. Taking PATON as an example, the presentation will demonstrate a way of accessing new customers. Smaller PATLIB centres could combine their services or look for new partners to increase the portfolio of services.

PATLIB services supporting innovation financing

Heikki Rantanen, Centre for Economic Development, Transport and the Environment and Tekes (PATLIB Joensuu)

The presentation includes first a short view of public financing instruments used in enterprises' innovation projects in Finland. Applications for financing are normally evaluated on the basis of technology level, market potential and economical status of the applicant.

A new point of view introduces different types of preliminary IPR analyses to reduce the financier's risk, avoid overlapping R&D work in enterprises and ensure freedom to operate. Patent information enhances data on competition and competitors. Start-ups and SMEs, in particular, need this kind of service and help in their R&D projects. PATLIB personnel work as members of application evaluation teams. In addition to their analyses, PATLIB personnel can provide useful IPR training and recommendations further analysis related to R&D work. Services are free of charge as a part of evaluation work for the application. The presentation will include a short practical example.

Using new tools to develop successful customer-focused PATLIB services: introducing Lean Startup

Nigel Spencer, The British Library

Lean Startup reduces the cost of developing new services by ensuring that time and money is not wasted designing features that customers do not want. It emphasises the importance of getting customer feedback from the earliest stage of the development process and provides a process for generating and using this feedback to take a new idea through to successful launch. Used by businesses like AirBnB, it can be highly effective when applied to the development of services such as those delivered by PATLIB members.

Lean Startup provides a framework for applying the principles of open and collaborative innovation in the development of a new product or service idea. Used throughout the British Library to develop new library services, Lean Startup provides methods to identify and engage with new audiences.

This presentation will provide practical tips on how PATLIB members can make use of these tools to develop IP-related services to meet users' changing needs.

Customer relationship management at the Finnish Patent and Registration Office (PRH)

Jorma Hanski, PRH

Customer relationship management (CRM) has been identified as a key activity at the Finnish Patent and Registration Office (PRH). Our aim is to systematically build relationships and initiate thorough discussions with our customers so that they can receive better and more efficient service by working with us. In other words, to engage our customers, co-operate closely with them, understand their needs and not merely acting as an office receiving filings and examining applications.

The work started late 2014 by organising our clientele into clusters and by team building by our newly-appointed account managers. To date, the emphasis has been on the patent-related services. In the future, our CRM will cover a broader scope of IPR-related services – from us, for our customers.

Knowledge dissemination: a different way to communicate about IP

Laurence Joly, INPI France

The Observatory for Intellectual Property was created in 2001 to be a centre of expertise, analysis and reflection for all issues related to IP. It has published a collection of books focused on IP issues which are easily accessible on the Web.

The strengths of this activity include:

  • Improving the visibility of PATLIB centres (2 000 print books sent to institutions, 10 000 downloads in the first three months for "IP and collaborative innovation")
  • Recognition of PATLIB centres' expertise
  • Knowledge dissemination (books are accessible to all IP users, giving recommendations, and can be used in training and education).
  • Fostering public debate on topical subjects

This presentation will show how the Observatory works to improve and disseminate knowledge from the identification of subject to knowledge diffusion and promotion of IP issues through, for example, to conferences based on the books' content. The example of the book called "Collaborative Innovation and IP" will illustrate in concrete terms the process.

The EPO's blended learning pilot course on business use of patent information

Daniel Shalloe, EPO

Patent analysis is a topic that is attracting a growing amount of attention in recent years. Many people are interested in patent statistics, and are turning to service providers for help in retrieving the information they need.

In a new concept, tested last year for the first time, the EPO is offering a training course to PATLIB centres and national patent offices to get them started in the field of patent analysis. The backbone of the course is a series of web-based seminars, starting in May 2016, supplemented with home study and exercises. A test at the end helps to check your learning progress. This talk will present the topic of patent analysis and the new course.


Co-operation agreements as a means for enhancing quality and visibility of patent information centres

Roger Hildebrandt, German Patent and Trade Mark Office
Jolanta Kurowska, Polish Patent Office
João Amaral,  INPI Portugal,
José Ricardo Aguilar Coimbra PATLIB Centre

PATLIB centres are increasingly challenged by a growing demand from SMEs and academia with regard to IP services beyond classical IP-search and monitoring.

In order to improve the PATLIB centres' adaptability to and readiness for the continuously changing demands, the workshop will discuss how national patent offices can assist the PATLIBs in this process and highlight a selected variety of good practice examples in Germany, Poland and Portugal.

Comparison of methodologies - the Inventor's Quick Guide and Invention FOIL

Jouni Hynynen, Pirkanmaa ELY-Centre
Daniela Filová, ARID PATLIB Centre

One major part of PATLIBs' work is to serve inventors, who have many needs from evaluating their ideas to financial support and patent information services. One easy-to-use consultation tools for inventors is the Inventor's Quick Guide. It can help to save precious resources by encouraging inventors to make preparations before contacting their local PATLIB centre.

FOIL (Function - Object - Innovation - Layout) is a powerful aid in the patent search, development and defining client's own solution throughout the innovation cycle. It is also used for precise wording of claims by patent attorney. In case of a negative patent search outcome, this layout also allows users to remove or modify "friction surfaces" and identifying a basis for a positive solution to the situation.

This workshop will present the Inventor's Quick Guide and Invention FOIL, and offer participants the opportunity to compare the advantages of these two tools.

IP finance toolkit

Sally Long, UK Intellectual Property Office

A recent report examined how effectively SMEs are able to use their intellectual property assets to secure the finance they need for their business's growth. The UK Intellectual Property Office responded with the IP finance toolkit, aimed at supporting a better dialogue between businesses and financial services professionals.

This toolkit was put together by a working group, consisting of representatives from banks, IP professionals, business support networks and businesses. It includes:

  • templates and guidance to help businesses accurately identify and describe their IP assets in a way thatprepares them for finance applications and supports the decision making of a potential lender;
  • guidance on developing an effective IP strategy, commercialisation of IP and effective due diligence processes and
  • improved guidance on finance options for IP rich businesses.

TEKNOFRAM - game-based learning workshop for patent searching

Mustafa Çakir, Ege University EBILTEM Technology Transfer Office

TEKNOFRAM is a game played with a game board and cards to enhance the  learning process of patent searching for participants via interactive challenges. It is designed for participants who want to learn patent searching effectively. Each team has four members with different roles, such as patent agent, entrepreneur, and technology expert and market analyst.

All teams have one mission. We give a technology name, for instance "a coffee machine", and teams try to find exact patent documents for this selected technology by following the rules. Different playing cards define actions for the teams. TEKNOFRAM can be played in one and a half hours with up to 20 participants. All the participants need to have at least some basic knowledge of patent information. Participants may use their smartphones to tackle various challenges."

How should we evaluate PATLIBs?

Andrew Reith, UK Intellectual Property Office

In challenging times it is more important than ever that PATLIBs are able to evaluate the added value that the service they offer to entrepreneurs and innovators is bringing. This will allow centres to demonstrate their value to their own decision makers, budget holders and potential partners to the network.

This session will try to identify best practice when evaluating a PATLIB centre. It will look at how to:

  • establish the success criteria for their hosting institution
  • identify key external stakeholders and their requirements for a success
  • identify the main issues/questions an evaluation should focus on
  • understand what data needs to be captured to accurately evaluate
  • identify how to get the information required
  • identify the best tools and methods to fit the needs of PATLIBs
  • analyse and display the result of the evaluation to get maximum effect
  • establish what staff need to be part of the evaluation.

Boost-IP and Master Class IP

Cyrille Dubois and Sigrid Kohll, Intellectual Property Institute Luxembourg (IPIL)
Caroline Bigot, INPI France

The Boost-IP service, from the Intellectual Property Institute Luxembourg, supports SMEs in increasing their level of IP competence and evaluating their specific needs. An interactive awareness-raising service draws an organisation's attention to the fact that it is surrounded by IP and that this IP is (generally) at the core of its activities, whatever its sector of activity. There is then an analysis of what the company does, looking at ways to improve its IP practices, and reach the ideal level according to its business. The service also looks at safeguarding IP through contractual clauses. Finally, a follow-up is available to check if the company has managed to implement the proposed tools.

Master Class IP, developed by INPI in France, builds on previous actions, such as pre-diagnosis and training, to promote IP and educate SMEs. The focus is very much on helping companies to integrate this field at a major and strategic level of their business strategy. This new programme combines collective training with several companies, and tailored coaching in each company. Since the launch in 2014, about 100 French companies have received support and more than 400 participants, from top management down, have deepened their knowledge on IP, contracts, strategy, innovation management, trade secrets, etc. INPI has observed that companies that follow the programme, no matter what their field, size or seniority, go on to develop an IP strategy, starting with an action plan.

The workshop will allow participants to compare both methodologies.

Building respect for IP: UK educations awareness raising initiatives

Sally Long, UK Intellectual Property Office

In today's connected environment, even very young people are IP consumers, accessing online digital content independently and regularly. They are also creators of intellectual property and many will leave school or university to take up careers in industries that rely on the creation of IP and will go on to develop businesses founded on their own inventiveness and creativity. A basic understanding of IP and a respect for others' IP rights is therefore a key life skill. Despite this, IP is too often ignored in the education system. In 2013/14, the UK IPO developed a campaign of activities to reach at least four million people with messages geared to building respect for IP, based on appreciating the value of music, film and innovation. Targeted, broadly, at the three stages of education - primary, secondary and university, the approach was to develop resources for use in the classroom, and using social media:

  • Nancy and the Meerkats - a series of radio broadcasts, aimed at the under 12s
  • Cracking Ideas Design Challenge - a competition and set of resources to help primary school teachers introduce IP
  • Karaoke Shower and Music Inc - a small booth where people can sing and post a video of their song to social media
  • Music Inc - a downloadable game aimed at 14-18 year olds giving an insight into the modern music industry and copyright
  • Creating Movie Magic - teaching resources for pupils aged 11-14 to support the teaching of intellectual property in design and technology.

Intelligent partnerships in IP - managing relations with patent attorneys

Melanie Rawles, Plymouth City Council
Otto Scharff, Norwegian Industrial Property Office
Matthias Knöbel, Technical University Dresden

In Plymouth the One Stop Ideas Shop involves a number of local experts who come together to provide information and advice to individuals and to small/medium enterprises. Monthly sessions give clients a chance to have a meeting with a PATLIB officer and talk with professionals including a patent attorney, an accountant and a small business start-up expert about their ideas.

Plymouth University Formation Zone also runs a business start-up competition giving students a chance to pitch an idea and meet a range of experts including a PATLIB officer. This highlights the importance of including IP searching in a business plan. This work demonstrates the benefits of tailoring sessions according to the groups being addressed and the advantages to clients and organisations of intelligent partnership working in delivering IP guidance and information.

Partnership with patent attorneys is of particular relevance for national offices and PATLIB centres and well managed relations create synergies which are most beneficial for the end users of patent related services. The Norwegian Industrial Property Office will present their newly established forum of cooperation with the attorneys and some follow up initiatives in the area of training and education.

The Association of German PATLIB centres elaborated a Memorandum of Understanding defining cornerstones and guiding principles for a fair and fruitful collaboration between PATLIBs and patent attorneys.

Creating a successful environment through visualisation and evaluation of intangible assets in knowledge-based organisations

Mihail Aurel Titu, PATLIB Sibiu

This talk will present an example of good practice in the context of a European research project aimed at developing a dedicated visualisation and evaluation methodology for SMEs' intangible assets and linking this methodology with the bank audit that is done before lending to SMEs. The main objective of the research was to examine the existing methods for analysis, then to implement a new method for evaluating intangible assets of SMEs, both for patents and for brands.

The patent valuation tool makes a quantitative valuation based on the answers given to legal, technological, market and strategy questions. The second tool created within the EVLIA project is intended for determining the brand value. The procedure of brand valuation takes several indicators into account in order to determine the real value of a brand.

Organisations are increasingly exploring IP assets as a means for attracting external sources of finance. The proposed method and evaluation instruments and results will therefore be of real interest for those who aim to create successful environments for their organisation of the future.

Raising awareness through digital communication

Andrew Reith, UK Intellectual Property Office
Frank Hafner, EPO

It has never been more important to have a strong presence online to ensure you stand out from the crowd. As a best practice example. this presentation will look at the new UK IPO website and the challenges encountered in launching it. It will also discuss how PATLIBs, with fewer resources can make content engaging and concise, highlighting the British Library BIPC site as an example of good practice.

With the rise of portable technology and social media a multitude of new channels to contact businesses has been created:

  • interactive tools, animations and case study videos
  • 45 000 Twitter followers
  • a Business Advisors Group on LinkedIn

Social media provide PATLIB centres with a chance to promote their services at little or no cost. Coupled with case studies and blogs this allows businesses to get useful information to understand both the benefits of IP to their business and how a PATLIB can help them. Using video conferencing, the British Library live streams its webinars to centres around the UK allowing wider access to high profile speakers from the world of business.

The second part of the workshop will discuss what minimum information should be presented on a PATLIB website, how it can be structured and how the visibility of PATLIB centres can be improved within the corporate identity framework of their institutions.

Patent landscape reports and other WIPO activities in the area of patent analytics

Mussadiq Hussain / Irene Kitsara, WIPO

This breakout session will provide an overview of WIPO´s activities in the area of patent analytics and how it plans to integrate patent analytics in capacity building activities of the Technology and Innovation Support Centers (TISCs).

WIPO started work in the area of patent analytics in 2010 with a Development Agenda project on “Developing Tools for Access to Patent Information” which resulted in the production of a series of patent landscape reports. These WIPO reports, prepared in co-operation with various UN Agencies, non-governmental organisations, research institutes and national IP offices, analyse patent activity in various topics in the areas of public health, food and agriculture, environment and energy, and disabilities.

This seminar will also present the “Guidelines for Preparing Patent Landscape Reports”, published in September 2015, as well as WIPO´s recent work in the area of open source tools, in the framework of preparation of a Manual on Open Source Tools for Patent Analytics which is under publication

Discover the latest innovations in patent information solutions from Minesoft

Greg Harrop-Griffiths / Katarina Bartos, Minesoft

Patent information professionals know the demands of their customers are ever-changing, and to keep up with demand it, it is necessary to offer ever more advanced and innovative services, and use the most advanced and reliable tools available. Join this workshop to explore the latest enhancements to familiar Minesoft products and to discover new additions to the Minesoft product range. We take a look at recent enhancements to PatBase, the global patent database, ranging from a new non-patent literature search component to the new full text viewer Minesoft TextMine. Minesoft Chemical Explorer will also be presented – an essential new database for any chemistry/pharma searchers, enabling chemical structure searching for full text patents.

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