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Intellectual property, patents - Luc Quoniam

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<strong>Intellectual</strong> <strong>property</strong><br />

as information source


What is IP<br />

two categories:<br />

• Industrial <strong>property</strong>, which includes inventions (<strong>patents</strong>), trademarks,<br />

industrial designs, and geographic indications of source<br />

• Copyright, which includes literary and artistic works such as novels, poems<br />

and plays, films, musical works, artistic works such as drawings, paintings,<br />

photographs and sculptures, and architectural designs.<br />

2 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Patent<br />

is an exclusive right granted for an invention, which is a product or a<br />

process that provides, in general, a new way of doing something, or<br />

offers a new technical solution to a problem. In order to be<br />

patentable, the invention must fulfill conditions.<br />

Granted nationally (USA, Brasil, France…) or regionally (Europe,<br />

world)<br />

To be effective a patent must respect conditions.<br />

• Annual fee per country<br />

• Legal representant<br />

• Limited in time…<br />

3 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Publically freely accessible<br />

As any exclusive ownership rights, <strong>patents</strong> must be accessible to the<br />

public if the owner wants to exert his right. Today, <strong>patents</strong> are<br />

usually published and accessible through electronic means.<br />

4 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Patents: most efficient source in several technical fields<br />

1. Accessibility: universal format for the bibliographic data.<br />

More than 50 different bibliographic fields (technical or strategic<br />

information).<br />

2. Patents are classified according to internationally agreed systems (IPC),<br />

divides technical domains into more than 100,000 subdivisions.<br />

3. Front page in english, whatever the country of deposit<br />

5 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Patents: most efficient source in several technical fields<br />

Accessibility: universal format for the bibliographic data.<br />

More than 50 different bibliographic fields (technical or strategic information).<br />

Content: to be valid, should enable a person skilled in that particular area to<br />

Patents are classified according to internationally agreed systems (IPC), divides<br />

reproduce the invention.<br />

technical domains into more than 100,000 subdivisions.<br />

This strict requirement explains why 70% of the information contained in Patents<br />

is not available elsewhere. When a catalogue or an article describes a product in<br />

a few lines, the corresponding Patent often consists of 20 pages. About 350<br />

million of A4 pages containing very relevant technical information.<br />

6 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Patents: most efficient source in several technical fields<br />

Accessibility: universal format for the bibliographic data.<br />

More than 50 different bibliographic fields (technical or strategic information).<br />

Content: to be valid, should enable a person skilled in that particular area to<br />

Patents are classified according to internationally agreed systems (IPC), divides<br />

reproduce the invention.<br />

technical domains into more than 100,000 subdivisions.<br />

Concentration:<br />

This strict requirement<br />

Full patent<br />

explains<br />

collections<br />

why 70%<br />

are often<br />

of the<br />

present<br />

information<br />

in national<br />

contained<br />

Patent<br />

in<br />

Office<br />

Patents<br />

archives.<br />

is not available elsewhere. When a catalogue or an article describes a product in<br />

From<br />

a few<br />

a<br />

lines,<br />

relevant<br />

the<br />

list<br />

corresponding<br />

of patent documents<br />

Patent often<br />

you<br />

consists<br />

will need<br />

of 20<br />

one<br />

pages.<br />

or two<br />

About<br />

hours in<br />

350<br />

a<br />

patent<br />

million<br />

library<br />

of A4<br />

to<br />

pages<br />

collect<br />

containing<br />

all the data.<br />

very relevant<br />

When you<br />

technical<br />

need several<br />

information.<br />

weeks to order and<br />

receive the references quoted in a thesis.<br />

7 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Patents: most efficient source in several technical fields<br />

Accessibility: universal format for the bibliographic data.<br />

More than 50 different bibliographic fields (technical or strategic information).<br />

Content: to be valid, should enable a person skilled in that particular area to<br />

Patents are classified according to internationally agreed systems (IPC), divides<br />

reproduce the invention.<br />

technical domains into more than 100,000 subdivisions.<br />

Concentration:<br />

This strict requirement<br />

Full patent<br />

explains<br />

collections<br />

why 70%<br />

are often<br />

of the<br />

present<br />

information<br />

in national<br />

contained<br />

Patent<br />

in<br />

Office<br />

Patents<br />

archives.<br />

is not available elsewhere. When a catalogue or an article describes a product in<br />

From<br />

a few lines, the corresponding Patent often consists of 20 pages. About 350<br />

Up million to a<br />

of date: relevant<br />

A4 A list<br />

pages company of patent documents you will need one or two hours in a<br />

patent library to collect<br />

containing is not<br />

all the data.<br />

very inclined relevant to make<br />

When you<br />

technical its inventions<br />

need several<br />

information. public.<br />

To get a legal protection for the invention, the company generally weeks files to the order Patent and<br />

receive Application the references at the earliest quoted possible in a thesis. stage, normally published 18 months after<br />

their first filing date and therefore very often represent the first published<br />

information available. Newly published Patents are the most up-to-date<br />

information available in a specific field.<br />

8 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Business with <strong>patents</strong> without deposit any<br />

Patent and public domain<br />

Technology disclosed in a patent document may be in the public domain if:<br />

1. The patent application has not been filed in a given country<br />

2. The patent has not been granted<br />

3. The patent term has expired, or the patent has not been renewed<br />

4. The disclosed information is not covered by the claims<br />

9 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Business with <strong>patents</strong> without deposit any<br />

Patent and public domain<br />

Technology disclosed in a patent document may be in the public domain if:<br />

1. The patent application has not been filed in a given country<br />

2. The patent has not been granted<br />

3. The patent term has expired, or the patent has not been renewed<br />

4. The disclosed information is not covered by the claims<br />

10 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Business with <strong>patents</strong> without deposit any<br />

Patent and public domain<br />

Assignment Technology of disclosed rights occurs in a patent when document IP is sold. may be in the public domain if:<br />

For 1. example, The patent you application may choose has to not sell been your filed mousetrap in a given patent country to a company that<br />

specialises 2. The patent in pest has extermination not been granted devices instead of going to the expense of setting<br />

up 3. a The manufacturing patent term plant has yourself. expired, or the patent has not been renewed<br />

4. The disclosed information is not covered by the claims<br />

11 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Business with <strong>patents</strong> without deposit any<br />

Patent and public domain<br />

Assignment Technology of disclosed rights occurs in a patent when document IP is sold. may be in the public domain if:<br />

For 1. example, The patent you application may choose has to not sell been your mousetrap filed in a given patent country to a company that<br />

specialises<br />

Licensing<br />

2. The patent in<br />

of<br />

pest<br />

rights<br />

has extermination<br />

is a fairly common<br />

not been granted devices<br />

method<br />

instead<br />

of<br />

of<br />

exploiting<br />

going to<br />

IP.<br />

the<br />

Licensed<br />

expense<br />

rights<br />

of setting<br />

up<br />

can<br />

3. a<br />

be<br />

The manufacturing<br />

exclusive or<br />

patent term plant<br />

non-exclusive.<br />

has yourself.<br />

They give the licensee the right to use (but<br />

expired, or the patent has not been renewed<br />

not own) the copyright, patent, trade mark or design.<br />

4. The disclosed information is not covered by the claims<br />

For example, a photographer may license a magazine publisher to use one of his<br />

photographs, but may limit the use to one issue, place conditions on how the<br />

photograph is to be displayed, and demand a higher fee if the photo is to be<br />

used on the cover. The owner of the rights will usually get payments in return<br />

for their use. Payment often takes the form of royalties, although in some cases<br />

(such as the example of the photographer above) a one-off payment may be<br />

more appropriate.<br />

12 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Business with <strong>patents</strong> without deposit any<br />

Patent and public domain<br />

Assignment Technology of disclosed rights occurs in a patent when document IP is sold. may be in the public domain if:<br />

For 1. example, The patent you application may choose has to not sell been your mousetrap filed in a given patent country to a company that<br />

specialises<br />

Licensing<br />

2. The patent in<br />

of<br />

pest<br />

rights<br />

has extermination<br />

is a fairly common<br />

not been granted devices<br />

method<br />

instead<br />

of<br />

of<br />

exploiting<br />

going to<br />

IP.<br />

the<br />

Licensed<br />

expense<br />

rights<br />

of setting<br />

up<br />

can<br />

3. a<br />

be<br />

The manufacturing<br />

exclusive or<br />

patent term plant<br />

non-exclusive.<br />

has yourself.<br />

They give the licensee the right to use (but<br />

expired, or the patent has not been renewed<br />

not own) the copyright, patent, trade mark or design.<br />

4. The disclosed information is not covered by the claims<br />

For example, a photographer may license a magazine publisher to use one of his<br />

photographs, but may limit the use to one issue, place conditions on how the<br />

photograph is to be displayed, and demand a higher fee if the photo is to be<br />

used on the cover. The owner of the rights will usually get payments in return<br />

for their use. Payment often takes the form of royalties, although in some cases<br />

(such as the example of the photographer above) a one-off payment may be<br />

more appropriate.<br />

13 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Business with <strong>patents</strong> without deposit any<br />

Patent and public domain<br />

Assignment Technology of disclosed rights occurs in a patent when document IP is sold. may be in the public domain if:<br />

For 1. Licensing example, The patent of rights you application may is a choose fairly common has to not sell been your method mousetrap filed of in exploiting a given patent country IP. to Licensed a company rights that<br />

specialises 2. Patent can be The invalidation exclusive patent pest has or extermination : non-exclusive. not If a been granted granted devices patent They instead is give blocking the of licensee going any product to the the right expense ready to use to of (but be setting<br />

up 3. commercialized, not a own) The manufacturing patent the copyright, term then plant has it is yourself. expired, patent, the strategy trade or the of mark the patent company or design. has not whose been product renewedis ready<br />

4. to For be example, The commercialized disclosed a photographer information invalidate may is not license the covered patent. a magazine by Invalidation the claims publisher of the to use granted one of patent his<br />

is photographs, prosecuted in but judicial may limit courts. the According use to one to issue, certain place patent conditions office on rules, how patent the<br />

invalidation photograph cases is to be can displayed, be initiated and by demand "Any person a higher interested". fee if the "Any photo person is to be<br />

interested" used on the can cover. be defined The owner as a of person the rights engaged will in, usually or in get promoting payments research in return in<br />

the for their same use. field Payment as to which often the takes invention the form relates. of royalties, Patent can although be invalidated some cases on<br />

various (such as grounds. the example of the photographer above) a one-off payment may be<br />

more appropriate.<br />

14 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Business with <strong>patents</strong> without deposit any<br />

Patent and public domain<br />

Assignment Technology of disclosed rights occurs in a patent when document IP is sold. may be in the public domain if:<br />

For 1. Licensing example, The patent of rights you application may is a choose fairly common has to not sell been your method mousetrap filed of in exploiting a given patent country IP. to Licensed a company rights that<br />

specialises 2. Patent can be The invalidation exclusive patent pest has or extermination : non-exclusive. not If a been granted granted devices patent They instead is give blocking the of licensee going any product to the the right expense ready to use to of (but be setting<br />

up 3. commercialized, not a own) The manufacturing patent the copyright, term then plant has it is yourself. expired, patent, the strategy trade or the of mark the patent company or design. has not whose been product renewedis ready<br />

4. to For be example, The commercialized disclosed a photographer information invalidate may is not license the covered patent. a magazine by Invalidation the claims publisher of the to use granted one of patent his<br />

1) Invention claimed in the patent is not novel.<br />

photographs, but may limit the use to one issue, place conditions on how the<br />

2)<br />

is prosecuted<br />

Subject of the claim of<br />

judicial<br />

the patent<br />

courts.<br />

is not an invention.<br />

According to certain patent office rules, patent<br />

3) invalidation photograph Patent was wrongfully cases is to obtained be can displayed, be by initiated a person other and by than demand "Any the person person a entitled. higher interested". fee if the "Any photo person is to be<br />

4) Insufficient disclosure of the invention<br />

5) interested" used<br />

Obviousness<br />

on the can cover. be defined The owner as a of person the rights engaged will in, usually or in get promoting payments research in return in<br />

6) the for The their same claims use. included field Payment as in the to patent which often are not the takes fully invention substantiated the form relates. by of the description royalties, Patent provided. can although be invalidated some cases on<br />

7) Failure to disclose information relating to foreign applications.<br />

8) various (such First to as file grounds. the / First example to invent of the photographer above) a one-off payment may be<br />

9) more Patent appropriate.<br />

holder did not exercise diligence in pursuing the patent application process (Patent grace period)<br />

15 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Business with <strong>patents</strong> without deposit any<br />

Patent and public domain<br />

Assignment Technology of disclosed rights occurs in a patent when document IP is sold. may be in the public domain if:<br />

For 1. Licensing example, The patent of rights you application may is a choose fairly common has to not sell been your method mousetrap filed of in exploiting a given patent country IP. to Licensed a company rights that<br />

specialises 2. Patent can be The invalidation exclusive patent pest has or extermination : non-exclusive. not If a been granted granted devices patent They instead is give blocking the of licensee going any product to the the right expense ready to use to of (but be setting<br />

up 3. commercialized, not a own) The manufacturing patent the copyright, term then plant has it is yourself. expired, patent, the strategy trade or the of mark the patent company or design. has not whose been product renewedis ready<br />

4. to For be example, The commercialized disclosed a photographer information invalidate may is not license the covered patent. a magazine by Invalidation the claims publisher of the to use granted one of patent his<br />

1) Invention claimed in the patent is not novel.<br />

photographs, but may limit the use to one issue, place conditions on how the<br />

2)<br />

is prosecuted<br />

Subject of the claim of<br />

judicial<br />

the patent<br />

courts.<br />

is not an invention.<br />

According to certain patent office rules, patent<br />

3) invalidation photograph Patent was wrongfully cases is to obtained be can displayed, be by initiated a person other and by than demand "Any the person person a entitled. higher interested". fee if the "Any photo person is to be<br />

4) Insufficient disclosure of the invention<br />

5) interested" used<br />

Obviousness<br />

on the can cover. be defined The owner as a of person the rights engaged will in, usually or in get promoting payments research in return in<br />

6) the for The their same claims use. included field Payment as in the to patent which often are not the takes fully invention substantiated the form relates. by of the description royalties, Patent provided. can although be invalidated some cases on<br />

7) Failure to disclose information relating to foreign applications.<br />

8) various (such First to as file grounds. the / First example to invent of the photographer above) a one-off payment may be<br />

9) more Patent appropriate.<br />

holder did not exercise diligence in pursuing the patent application process (Patent grace period)<br />

16 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Business with <strong>patents</strong> without deposit any<br />

Patent and public domain<br />

Assignment Technology of disclosed rights occurs in a patent when document IP is sold. may be in the public domain if:<br />

For 1. Licensing example, The patent of rights you application may is a choose fairly common has to not sell been your method mousetrap filed of in exploiting a given patent country IP. to Licensed a company rights that<br />

specialises 2. Patent can be The invalidation exclusive patent pest has or extermination : non-exclusive. not If a been granted granted devices patent They instead is give blocking the of licensee going any product to the the right expense ready to use to of (but be setting<br />

up Patent 3. commercialized, not a own) The manufacturing trolling patent the copyright, term then plant has it is yourself. expired, patent, the strategy trade or the of mark the patent company or design. has not whose been product renewedis ready<br />

1. 4. to For Purchases be example, The commercialized disclosed a patent, a photographer information often invalidate from a may is bankrupt not license the covered patent. firm, a magazine and by Invalidation then the sues claims publisher another of the to company use granted one by of claiming patent his<br />

1) Invention<br />

is photographs, prosecuted that one<br />

claimed<br />

of its<br />

in the but products<br />

patent is<br />

judicial may limit infringes<br />

not novel.<br />

courts. the on According use the to purchased one to issue, certain patent place conditions on how the<br />

2) Subject of the claim of the patent is not an invention.<br />

patent office rules, patent<br />

3) 2.<br />

invalidation photograph Patent Enforces was wrongfully <strong>patents</strong><br />

cases is to obtained against be can displayed, be by purported<br />

initiated a person other and infringers<br />

by than demand "Any the without person person a entitled. higher itself<br />

interested".<br />

intending fee if the to<br />

"Any photo manufacture<br />

person is to the be<br />

4) Insufficient patented disclosure product of the or invention supply the patented service<br />

5) interested" used<br />

Obviousness<br />

on the can cover. be defined The owner as a of person the rights engaged will in, usually or in get promoting payments research in return in<br />

3. Enforces <strong>patents</strong> but has no manufacturing or research base<br />

6) the for The their same claims use. included field Payment as in the to patent which often are not the takes fully invention substantiated the form relates. by of the description royalties, Patent provided. can although be invalidated some cases on<br />

7) 4. Failure Focuses to disclose its efforts information solely relating on enforcing to foreign applications. patent rights or<br />

8) 5. various (such First Asserts to as file grounds. the / patent First example to invent infringement of the claims photographer against non-copiers above) or a against one-off a large payment industry may that be is<br />

9) more Patent appropriate.<br />

holder did not exercise diligence in pursuing the patent application process (Patent grace period)<br />

composed of non-copiers.<br />

17 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Business with <strong>patents</strong> without deposit any<br />

Patent and public domain<br />

Assignment Technology of disclosed rights occurs in a patent when document IP is sold. may be in the public domain if:<br />

For 1. Licensing example, The patent of rights you application may is a choose fairly common has to not sell been your method mousetrap filed of in exploiting a given patent country IP. to Licensed a company rights that<br />

specialises 2. Patent can be The invalidation exclusive patent pest has or extermination : non-exclusive. not If a been granted granted devices patent They instead is give blocking the of licensee going any product to the the right expense ready to use to of (but be setting<br />

up Patent 3. commercialized, not a own) The manufacturing trolling patent the copyright, term then plant has it is yourself. expired, patent, the strategy trade or the of mark the patent company or design. has not whose been product renewedis ready<br />

1. 4. to For Purchases be example, The commercialized disclosed a patent, a photographer information often invalidate from a may is bankrupt not license the covered patent. firm, a magazine and by Invalidation then the sues claims publisher another of the to company use granted one by of claiming patent his<br />

1) Invention<br />

is photographs, prosecuted that one<br />

claimed<br />

of its<br />

in the but products<br />

patent is<br />

judicial may limit infringes<br />

not novel.<br />

courts. the on According use the to purchased one to issue, certain patent place conditions on how the<br />

2) Subject of the claim of the patent is not an invention.<br />

patent office rules, patent<br />

3) 2.<br />

invalidation photograph Patent Enforces was wrongfully <strong>patents</strong><br />

cases is to obtained against be can displayed, be by purported<br />

initiated a person other and infringers<br />

by than demand "Any the without person person a entitled. higher itself<br />

interested".<br />

intending fee if the to<br />

"Any photo manufacture<br />

person is to the be<br />

4) Insufficient patented disclosure product of the or invention supply the patented service<br />

5) interested" used<br />

Obviousness<br />

on the can cover. be defined The owner as a of person the rights engaged will in, usually or in get promoting payments research in return in<br />

3. Enforces <strong>patents</strong> but has no manufacturing or research base<br />

6) the for The their same claims use. included field Payment as in the to patent which often are not the takes fully invention substantiated the form relates. by of the description royalties, Patent provided. can although be invalidated some cases on<br />

7) 4. Failure Focuses to disclose its efforts information solely relating on enforcing to foreign applications. patent rights or<br />

8) 5. various (such First Asserts to as file grounds. the / patent First example to invent infringement of the claims photographer against non-copiers above) or a against one-off a large payment industry may that be is<br />

9) more Patent appropriate.<br />

holder did not exercise diligence in pursuing the patent application process (Patent grace period)<br />

composed of non-copiers.<br />

18 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


IP Culture: First steps<br />

Learn their language!!<br />

• Thesaurus to overcome language differences<br />

• Automatic translation available for full text<br />

Seek information<br />

Build indicators<br />

19 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


IP Classifications to understand or describe<br />

IPC International Patent Classification<br />

NIVILO<br />

• International Classification of Goods and Services for the Purposes of the<br />

Registration of Marks (Nice Classification)<br />

• International Classification of the Figurative Elements of Marks (Vienna<br />

Classification)<br />

• International Classification for Industrial Designs (Locarno Classification)<br />

Strategic use<br />

• Describe whatever industrial stuffs using this classifications<br />

Example IPC Green Inventory<br />

20 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Categorization assistant<br />

IPCCAT find IPC after text analysis<br />

TACSY Natural language query for IPC<br />

Catchwords Dictionnary entry for IPC class<br />

21 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Practice! Group level<br />

Choose a product<br />

Divide the class in 4 groups<br />

Describe the product (process of fabrication, compost material,<br />

marketing position… ) using the 4 previous classifications.<br />

Make a group level presentation of the results.<br />

22 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Patent databases<br />

Sollicitation for patent (granted or not) are freely available on the<br />

web… in patent databases<br />

One for each country with a national patent office… and two<br />

regional ones (European and World patent)<br />

Espacenet offers free access to more than 70 million patent<br />

documents worldwide, containing information about inventions and<br />

technical developments from 1836 to today.<br />

• Mainly 3 databases<br />

Worlwide (mix of over 90 countries)<br />

European<br />

WIPO PCT<br />

23 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Practice!! Group level<br />

Identify a natural product of your geographical area.<br />

Or<br />

• Search new technological ideas for transforming, valorising the product in<br />

patent databases with commercial impact. (i.e. coconut, pimento, passion<br />

fruit, …)<br />

Identify an industrial technical product (simple one) of your<br />

geographical area<br />

• Search technological improvements in patent databases that could have<br />

productivity or commercial impact. (i.e. bicycle, forgery, tiles…)<br />

Concrete solutions must be provided with mindmaps of possibilities<br />

24 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Patent as indicator for R&D<br />

Possible to count information in bibliographic fields:<br />

• Bibliometry, Technometry, text and datamining<br />

Patent is one of the R&D indicator<br />

• Macro level: directly available statistical data (WIPO site)<br />

• Micro level: specialized search engine that let you do your own stats<br />

PatenScope, Prior IP , Patsnap, Patent integration<br />

Download the set of data and treat with local offline softwares<br />

25 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45


Practice!!! Group level<br />

Within the previous options, after chosing one, use statiscal views to<br />

provide indicators.<br />

26 <strong>Luc</strong> <strong>Quoniam</strong><br />

17:45

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