Approaches for several kinds of patent searches

This module provides a structured introduction to the different types of patent searches and the strategic considerations that determine how each search should be approached.

Participants learn to distinguish between state-of-the-art, landscape, novelty, validity, freedom-to-operate, bibliographic and alert searches, and to understand how the purpose of a search influences the selection of sources, the design of the search strategy, and the reporting of results. Special attention is given to conducting an effective intake interview, asking the right questions when receiving a search request, applying appropriate restrictions, and formulating clear and professional search reports.

By the end of the course, participants will be able to select the correct search approach for a given assignment and independently conduct and report a patent (novelty) search.

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 entered the profession.

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.