Meet the Info Crowd

June 25th, 2008

Mining Patent Data for Competitive Intelligence

Posted in Web Of Lawyers

Patents are not new, their presence was noted long back during 16th Centaury. In U.S. at the Constitutional Convention of 1787, a federal patent power was proposed by James Madison and Charles Pinckney and was adopted without debate as Article 1, Sec. 8, clause 8. The history of Patent Law began all the way back with the Constitution of the United States which was specific about providing protection for those who invent new and unique products. But after the TRIPS, intellectual property rights and patents gained importance to the business communities and industries. The retrieval of the patent information was made easy by internet and access to different patent databases. Patent are the source of the technological innovation and detailed mining of patent literature is proven to be useful of the Completive Intelligence.

This article attempts to analyze importance and methods for the patent data mining and their future use in the competitive intelligence. The key issues discussed in this article are:

a. Importance of the patent data mining;

b. Using patent data for competitive intelligence

Data Mining is a process of discovering meaningful new correlations, patterns and trends by sifting through large amounts of data stored in repositories, using statistical, data analysis and mathematical techniques. Patents are the most valuable and comprehensive source of the technological information and thus are very crucial for the industries. A very strong patent portfolio and IPR system is needed for a industry to compete the global market. An organization’s patent portfolio forms a critical part of its IP holdings alongside its designs, trademarks, copyrights and trade secrets. Much of the value from a portfolio can only be realized through its effective management. In turn, that requires tools and techniques to help understand portfolio content, how and where this fits in with the organization’s competencies and what the market opportunities are for exploiting the technology owned. There is also a need to identify gaps where complementary technology can be licensed in and identify non-core technology where know-how can be licensed out or divested for financial return. This is the province of patent mining. A clear and effective IP strategy critically incorporates a clear and effective strategy for managing an organization’s patent portfolio.

There are several free and paid patent databases consisting of billions of the patent documents. The databases which are free to search the patents are as follows: USPTO, EPO, JPO, SurfIP, SIP, Freshpatents, Patentsonline, etc. Whereas different paid databases are, Delphion, Dialog, Micopat, etc. which also include inbuilt analysis tools.

The data obtained form these patent documents can be used for the competitive Intelligence. It is defined as process of discovering “competitor’s” strategic decisions, or of business area characteristics, using quantitative analysis techniques applied to data and information, obtained through legal process, regarding the chosen competitor or business area. Patent searching and analysis is done based on the objective. Patent data can be used for the completive intelligence in different ways as mentioned below:

• Theme Search: Theme searches provide the overview of patents related to your field of interest. These searches are helpful to detect the recent trend of your technology area and to establish your R&D direction. As these searches are fully client-oriented, the point of our work and report format is supposed to be various according to your needs.

• Patentability Search (Novelty Search): Patentability search is the first step of patenting process. A patentability search surveys patents filed in each national intellectual property office to check whether there exist inventions similar to yours. If you have a plan to file your invention to other countries, this search is essential because the foreign application is quite costly.

• Search by keyword (Assignee, Inventor, etc): This search provides the information of patents retrieved by specific keywords including assignee, inventors, or IPC, etc.

• Family patent / Legal status search.

• Current Awareness Search: This search is to report new development in particular technology or patenting activity of competitors regularly. You can keep in touch with recent technology as well as detect your rival’s R&D achievement and legal status of a particular patent with which you should consider continuously. This search is performed at interval specified by your requirement: weekly, monthly, or quarterly. Category.

• Legal Status report - Keep informed the current legal status and expected legal action of a particular patent.

• New Patent report - Keep informed the newly published or granted patents categorized in specific technology area defined by your searching queries.

• Patenting Activity report - Keep informed patenting activity of a particular assignee or inventor who you are interested in.

• Infringement Search: Infringement search is to check whether patent which can be infringed by your product being supposed to launch newly in a certain country exist or not in that country.

• Invalidity Search: When you intend to make some claims of a particular patent invalid, the invalid search can provide some prior art references that disclose claims that are infringed by the subject disclosure.

• Patent Map (Patent Analysis): Quantitative analysis based on statistical data of bibliographic information (country, assignee, IPC, etc). Qualitative analysis of core patents, Technological road map, multifarious analysis.

• Right-to-Use Searches: Right-to-Use searches are conducted, prior to marketing a new product, to confirm that the new product does not infringe on an existing patent or potentially infringe on a patent application.

Conclusion

These types of searches are primarily done using the different patent database and are very useful for competitive intelligence in the todays global prospective. Patent analysis and mining in combination with market research and financial assessment can build up a strong competitive environment for the competitors for the industries.

EzineArticles Expert Author Vinod Singh

Vinod Kumar Singh
Knowlegde Scientist
E-mail:vinod.patent@gmail.com
Mobile:91+9393000913

April 28th, 2008

Trademark opposition practice

Posted in Web Of Lawyers

In our firm ’s practice trademark registrations which reproduce well-known trademarks of foreign owners or similar to them meet routinely.

The grounds for getting such registrations by unfair players are quite clear, but it should be kept in mind that according to the Russian Trademark Law they might be opposed and canceled. We would like to illustrate the aforesaid with several examples. In 1997 the trademark WHITE &MACKAY was registered in the name of “FRINO ” Ltd.,(Russia)with respect to services in Classes 35,36,part of services in Class 39,namely “transportation, packing and storing of goods excluding alcoholic drinks ” and Class 42,namely “restaurants, hotels, realization of goods excluding alcoholic drinks “.

When it revealed, an opposition to said registration was filed for our client, the well-known producer of beverages, owner of the Russian trademark registration of WHITE & MACKAY, with respect to the goods in Class 33 “alcoholic beverages, whisky “.The opposition mentions that the registration in the name of “FRINO ” Ltd .is obtained in violation of Article 7 (1)of the Russian Trademark Law, which prohibits a registration of designations confusingly similar to trademarks earlier registered in Russia by other individual or legal entity with respect to similar goods and services. Moreover, said registration of “Frino ” Ltd. contradicts to Article 6 (2)of the Law that says “a registration should not be granted to a trademark which might mislead a consumer with respect to the person who renders services.”Among arguments in the opposition we put the following. WHITE and MACKAY are common English surnames.

MACKAY might be associated with English or Scottish origin of the registration owner, which is not true in respect of “FRINO ” Ltd. located in Ingushetiya, Russia.

From geographic sources it was showed that WHITE and MACKAY are also geographical names, i.e. WHITE is an island in South-East England, MACKAY is the name of the town in the State of Idaho (USA) and the name of the town in Australia. Also data about popularity of the mark WHITE &MACKAY were supplied, namely, that WHITE & MACKAY Scotch whiskey had been produced since 1844 and enjoyed by consumers all over the world. Additionally numerous registrations of said trademark throughout the world were presented to the Board of Appeals of the Russian PTO which accepted some of the arguments and stated that the opposed and the cited marks were similar in view of phonetic and semantic identity thereof, with high degree of visual similarity.

Some of the services in Classes 35,39,42 are related to the realization of goods, and in view of high degree of similarity of the compared marks, a consumer may misunderstand that all these services and goods belong to one and the same producer. Having considered all the grounds the Board of Appeals satisfied the opposition and canceled the registration of “Frino ” Ltd. partially by deleting the services in Class 35related to advertising, services in Class 39 related to transportation, delivery and storage of goods, services in Class 42 related to restaurants, hotels and realization of goods.

Another example of successful enforcement of trademark owner rights is cancellation of Cyrillic trademark registration РАМКА (in English -RAMKA) in the name of”Tandem ” (Saint-Petersburg, Russia) for “butter and food fats ” and other goods.

Said registration was opposed by Unilever N.V., one of the largest producers of butter and food fats, the owner of several registrations for RAMA, who had been spending large budget to advertise their trademark for several years and are still spending money for advertising of the products under mark RAMA. The products marked by RAMA are well known to Russian consumers. The Russian company decided to get a benefit from such popularity, filed an application for a Cyrillic trademark of PAMKA and obtain edits registration. Non-Russian consumers do not see how much similar the Cyrillic words PAMA (in English RAMA) and PAMKA (in English RAMKA) are, and they need additional explanation. But first of all we should mention that Unilever N.V. who has been successfully marketing their products on the Russian market for many years, has not forgotten to register their mark in Cyrillic. Though many foreign companies neglect our advice and do not register Cyrillic versions of their trademarks. Anyway, Unilever N.V. got a registration for Cyrillic version of their trademark RAMA, namely, PAMA (in Cyrillic).

The word of RAMKA in Russian is a diminutive for RAMA and means a frame of smaller size. Thus the Cyrillic words in question of PAMKA and PAMA are similar against phonetic, semantic and visual criteria. While comparing the word of RAMA with Cyrillic PAMA, one could notice only phonetic similarity, but Cyrillic PAMA and Cyrillic PAMKA are similar also semantically and visually. The Board of Appeals accepted the arguments provided by GORODISSKY &PARTNERS and canceled the registration of the Russian company.

One more example is our opposition to the registration of SCANDY trademark.

The trademark of SCANDY was registered in the name of one Russian company with respect to such goods as “stainless kitchen sinks “in Class 6 and “sanitary technical equipment for bathrooms, sinks for kitchen “in Class 11.

Said registration was opposed by our client CANDY S.p.A., the Italian manufacturer of popular sanitary equipment and the owner of the well-known trademark CANDY in Russia.

Our opposition mentioned that the opposed trademark was confusingly similar to the trademark of CANDY earlier registered in the name of CANDY S.p.A. for similar goods, and therefore the opposed registration was granted in violation of Article 7(1)of the Russian Trademark Law. Trademark attorneys of GORODISSKY &PARTNERS provided comparative analysis against phonetic and visual criteria, and concluded that the marks were confusingly similar. The Board of Appeals accepted their arguments and canceled registration for SCANDY of the Russian company.

It should be mentioned that in this case the Russian company tried to appeal the Decision of the Board of Appeals at the Higher Patent Chamber of the Russian PTO but failed.

About the Author

Russian trademark attorney
Law firm: “Gorodissky & Partners” Russian Patent/Trademark Attorneys

From 1982 till 1994 worked as an examiner in the Russian Patent Office.
From 1994 till 1998 worked in major IP firmes.
In 1998 joined “Gorodissky & Partners”.
Deals with trademarks, namely, trademark proceedings and enforcement of trademark owners’ rights.
In 1999 participated at MARQUES International Conference, Drezden (Germany).