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Approaches for several kinds of patent searches

Basic Patent Information Course (BPIC)

 

Module 4: Approaches for several kinds of patent searches

 

Target Audience

This module is designed for patent information specialists with one year or less of experience in conducting novelty or patentability searches. It is particularly suited for individuals who have recently begun working in this role.

Module Objectives and Learning Outcomes

By the end of this course, participants will be able to:

  • Understand the various types of patent searches.

  • Identify the key questions to ask when receiving a search request.

  • Recognize how different types of searches influence the choice of information sources.

  • Understand how the nature of the search affects the formulation of the search strategy and the selection of relevant results.

  • Apply best practices and avoid common pitfalls in reporting search results.

  • Distinguish between different types of patent searches and adopt the appropriate approach for each.

  • Conduct effective intake interviews to clarify the search request.

  • Prepare professional reports on search outcomes.

  • Independently conduct a novelty (patentability) search.

Module Content

This module will address the following topics:

  • Types of patent searches: state-of-the-art, patent landscape, novelty, validity, freedom-to-operate, bibliographic searches, and alerts.

  • Criteria for selecting appropriate search sources.

  • Applying constraints during the search and in result selection.

  • Conducting an intake interview to define the search request.

  • Effective methods for reporting search results.

Study Load

There is no required self-study during the module itself. However, participants are expected to independently complete a novelty search as part of the course assignment.

Preparation

Participants are encouraged to engage with colleagues to learn how a novelty search is conducted and to understand how it differs from other types of patent searches.

Admission Requirements

Participants should meet the following criteria:

  • Hold a bachelor’s degree or higher in a technical or scientific discipline.

  • Be able to access and use the internet, as well as at least one patent database using their own login credentials.

  • Have some hands-on experience with at least one patent search database (e.g., Orbit, PatBase, PatSnap).

  • Possess basic experience in conducting patent searches.