Silicon Valley Business School

Contents of SVBS Course: Patents & Intellectual Property

In this module, the student is provided with an understanding of patents, the patenting process, trademarks, copyrights and other forms of intellectual property protection. Patents are essential components of the high-technology business landscape, and in these materials, students gain a good understanding of how and why patents are issued, how they are asserted and can be sometimes invalidated.

Learning Objectives and Outcomes

Upon completion of this course you will be able to:

Define the essentials rights associated with patents, trademarks, trade secrets and copyrights.
Navigate the patent prosecution process, and file a patent application.
Align business strategies with patent portfolios, and apply strategies at every stage of the patent process.


Course Sections

The course is organized into the following sections:

Patents & IP: Introduction to Intellectual Property
Patents & IP: Trademarks
Patents & IP: Copyrights
Patents & IP: Patentable Subject Matter
Patents & IP: Understanding Patents
Patents & IP: Patent Claims
Patents & IP: Patent Prosecution
Patents & IP: Patents ~ Challenges to Validity
Patents & IP: Patent Pre-Litigation
Patents & IP: Patent Litigation
Patents & IP: Role of the Jury
Patents & IP: Patent Management & Valuation

Patents & IP: Introduction to Intellectual Property
  • Video ~ Introduction to Intellectual Property
  • This voice narrated slideshow presents a summary of patents, trademarks, copyrights, and trade secrets in the United States.

  • Video ~ Basic Facts: Trademarks, Patents, and Copyrights
  • In this video, you will understand how to use trademarks, patents, and copyrights to protect different aspects of your business.

  • Video ~ What is a Design Patent?
  • A design patent protects the shape of an item. Design patents are valid for 14 years from the date of issue.

  • Video ~ Various Types of Patents & Applications
  • What type of patent should you apply for regarding your invention? Utility Patents are for machines, processes, among others. Design Patents cover the ornamental aspects of useful objects. A Provisional Patent gives you a chance to wait for one year before you file for a Utility Patent.

  • Video ~ What is a Trade Secret?
  • Video explains what a trade secret is. It also explains the requirements for securing trade secrets as intellectual property rights.

  • Download Book: Patent Practice Skills & Strategies by Britten Sessions
  • In this book written by Britten Sessions, you will learn how to protect inventions through patents.

  • Download Book: Patents, Cloaks & Daggers
  • This book written by David Smith, explains the role of patents in business today, discussing the strategies adopted by corporate decision-makers involved in various aspects of the patent wars with special emphasis placed on the high-tech sector and the patent trading marketplace.

  • Reading ~ What Are Patents, Trademarks, Servicemarks, and Copyrights?
  • A patent for an invention is the grant of a property right to the inventor, issued by the United States Patent and Trademark Office. A trademark is a word, name, symbol, or device that is used in trade with goods to indicate the source of the goods and to distinguish them from the goods of others. A servicemark is the same as a trademark except that it identifies and distinguishes the source of a service rather than a product. Copyright is a form of protection provided to the authors of "original works of authorship" including literary, dramatic, musical, artistic, and certain other intellectual works, both published and unpublished.

  • Reading ~ Read Chapter 1, Pages 1-21 Patent Practice / Sessions
  • This chapter of this book written by Britten Sessions provides an overview of intellectual property, including where patents fit into the general landscape of protection; as well as emphasizes the need to take a broad perspective when it comes to protecting inventions.

  • Reading ~ Excerpt from Patent Practice Skills & Strategies by Britten Sessions
  • This is a sample from the Patent Practice book by Britten Sessions. The entire book is available and referred to extensively in the certificate course.

    Patents & IP: Trademarks
  • Video ~ What is a Trademark?
  • A trademark identifies the source of a good or service. Trademark rights come from actual use in commerce or by registering your trademark with the USPTO.

  • Video ~ Basic Facts About Trademarks
  • This video highlights the importance of trademarks for a business that sells products or offers services.

  • Video ~ What makes a Good Trademark?
  • What is a trademark? What should you consider when choosing a trademark? What are the different types of trademarks? Why are some trademarks refused registration? What makes a trademark a good one to register?

  • Video ~ Oral Argument in "Slants" case.
  • Oral argument in U.S. Supreme Court. The office cited the Disparagement Clause of the Lanham Act of 1946, which prohibits trademarks that “[consist] of or [comprise] immoral, deceptive, or scandalous matter"..

  • Video ~ Merely Descriptive Marks Refused Registration
  • Attorney explains why "Merely Descriptive" marks are evaluated in the context of the goods and services.

  • Video ~ Descriptive Term Can Be Used As A Trademark When Acquired Distinctiveness
  • Attorney explains why there are some instances where descriptive terms can be used as a trademark. Let's look at a case study of the mark FLOR for carpeted floor tiles.

  • Video ~ What is a Trademark?
  • Attorney explains the different types of trademarks.

  • Video ~ The Shape of a Product Can Serve as a Trademark
  • Attorney explains how a shape can be registered as a trademark.

  • Reading ~ Basic Facts About Trademarks
  • A trademark is generally a word, phrase, symbol, or design, or a combination of these elements, that identifies and distinguishes the source of one party's goods from those of others.

  • Reading ~ Trademark Rights versus Copyrights and Patents
  • How do trademarks, copyrights, and patents differ from each other?

  • Reading ~ Searching Trademarks
  • Although this is not a requirement before you file your trademark application, it is useful to search the USPTO database to find out if any mark that already has been registered or applied for, is similar to your mark, and if it has been used on related product or for related services.

  • Reading ~ What is a Trademark?
  • A trademark gives the trademark owner the exclusive right to use the mark. It also allows the owner to prevent others from using a similar mark that can be confusing for the general public.

  • Reading ~ Trademark, Service Mark & Trade Dress
  • As a business, you want your products or services to not only stand out from the crowd but also identifiable through a distinctive brand. These slogans, symbols, and designs are collectively known as a "mark," either a trademark (for products), a service mark (for service-based businesses), or a trade dress (distinctive packaging, for example).

  • Reading ~ Trademark Protection By Use or By Registration
  • In this article, you will understand the differences between trademark protection by use and trademark protection by registration.

  • Reading ~ Trademark Protection FAQ
  • Are some trademarks stronger than others? Can a business name be trademarked? Can a website or domain name be trademarked? Are trademarks governed by federal or state law?

  • Reading ~ Trademark Process
  • This article outlines the process for applying for, and maintaining your trademark.

  • Reading ~ Filing Trademarks Online
  • This article provides information that will enable you to file your trademark application online.

  • Reading ~ Office Actions
  • An examining attorney sends an Office action to notify an applicant about issues with his or her application. This type of action will include the reason why registration is being refused or what requirements must be satisfied. In most cases, the applicant must respond to an Office action within 6 months from the date the Office action is issued or the USPTO will abandon the application, the application fee will not be refunded, and your mark will not register.

  • Reading ~ Keeping Your Registration Alive
  • To keep a registration alive, the registration owner must file required maintenance documents at regular intervals. Failure to file the required maintenance documents during the specified time periods will result in the cancellation of the U.S. trademark registration or invalidation of the U.S. extension of protection.

  • Reading ~ Transfer of Trademark Ownership
  • During the examination of a pending trademark application as well as after a trademark has registered, the owner of a trademark may change for various reasons. Some trademark owners transfer their ownership of a mark to another entity, which is called an assignment. In addition, some trademark owners change their names while retaining ownership. In both instances, the USPTO advises trademark owners to record the ownership transfer (assignment) or (name change) with the Assignment Recordation Branch of the USPTO.

  • Reading ~ Madrid Protocol
  • The Protocol Relating to the Madrid Agreement Concerning the International Registration of Marks -- the Madrid Protocol -- is one of two treaties comprising the Madrid System for international registration of trademarks. The protocol is a filing treaty and not a substantive harmonization treaty. It provides a cost-effective and efficient way for trademark holders -- individuals and businesses -- to ensure protection for their marks in multiple countries through the filing of one application with a single office, in one language, with one set of fees, in one currency.

  • Reading ~ Frequently Asked Questions about Trademarks
  • What are the benefits of a federal trademark registration? How much does it cost to apply for a trademark application? What is the Trademark Electronic Application System (TEAS)? You will get answers to these questions and more in this piece prepared by the USPTO.

  • Reading ~ Trademark Infringement
  • Trademark infringement is the unauthorized use of a trademark or service mark on or in connection with goods and/or services in a manner that is likely to cause confusion, deception, or mistake about the source of the goods and/or services.

  • Reading ~ Cease & Desist Letters
  • A cease and desist (or demand) letter/email is correspondence that states or suggests that you are potentially infringing the trademark of another and demands that you stop using, or consider stopping use of, the accused mark.

  • Reading ~ Trademark Infringement Suits
  • A trademark lawsuit begins when the trademark owner files a complaint with a court alleging trademark infringement. Among other things, the complaint names the parties involved and sets forth the allegations that form the basis of the lawsuit.

  • Reading ~ European Trademark Case
  • The Guardian’s article on a trademark case: Nestlé, and Cadbury have been in a tit-for-tat battle over the distinctiveness of their chocolate products.

  • Reading ~ Gummy Bear Trademark Case
  • BBC’s article on a trademark case involving Lindt & Spruengli and Haribo: Swiss chocolate maker Lindt & Spruengli has defeated a legal challenge from rival confectioner Haribo, which sought to stop it making its gold chocolate bears. Haribo claimed the Lindt version was a violation of its "Gold Bear" logo. Germany's Federal Court of Justice ruled Lindt's bear was neither a violation of Haribo's trademark or an imitation of its fruit gum sweets.

  • Reading ~ Chinese Trademark Case Where Claim Denied
  • BBC’s article on a trademark case involving Apple, and a Chinese company, Xintong Tiandi: Apple has lost a trademark fight in China, meaning that Xintong Tiandi, a firm which sells handbags and other leather goods can continue to use the name "IPHONE".

  • Reading ~ Chinese Trademark Where Claim was Upheld
  • BBC’s article on a trademark case: A Beijing court has ruled in favor of Facebook and against a Chinese company which had registered "face book" as a separate trademark.

  • Reading & Audio Recording ~ Hotel Contractor Trademark Dispute
  • NPR’s article on a trademark dispute involving the National Park Service, and its former contractor, Delaware North as well as Yosemite Hospitality: Delaware North had trademarked many of the names of properties it managed at the Yosemite National Park. When Delaware North, lost its bid for a new contract to manage the properties at the Yosemite National Park, to Yosemite Hospitality, Delaware North requested Yosemite Hospitality to pay for the trademarked names in order for the properties to continue to “bear” the trademarked names.

  • Reading ~ Apple v. Apple
  • Apple, and. Apple Corps, a multimedia corporation, were the main participants of a legal battle that lasted from 1978 until 2006 when the High Court of Justice in England ruled in favor of Apple (known as Apple Computer at the time).

  • Reading ~ Free Speech Trumps Disparagement Clause in "Slants" Case
  • The Supreme Court finds it unconstitutional that the USPTO blocks marks such as "the Slants" from federal trademark registration on the grounds of freedom of speech.

  • Reading ~ Guns N' Roses sues Colorado brewery over Guns 'N' Rosé ale
  • The rock band has sued the Colorado brewery Oskar Blues, accusing it of trademark infringement for selling an ale named Guns ‘N’ Rosé without permission.

    Patents & IP: Copyrights
  • Video ~ What is a Copyright?
  • Copyrights protect a particular expression of an idea.

  • Video ~ What Do Copyrights Do?
  • Video introduces the basic legal protections of a copyright.

  • Video ~ What Can Be Copyrighted?
  • Video introduces the requirements to receive copyright protection.

  • Video ~ Copyright Fair Use
  • Video introduces the rule that under some circumstances a person may use copyrighted material without permission for news, criticism, commentary, education, and research.

  • Video ~ Music Copyright Case
  • Robin Thicke and Pharrell Williams sang the song “Blurred Lines”. T.I. also made an appearance on the song. Reports indicated that the song “Blurred Lines” made over $16.6 million, which was split between the artists and their respective record labels. A large sum of over $5 million was left to both Thicke and Williams, while T.I. earned over $700,000 for his appearance on the song. The remainder of the profit was split between Interscope, Universal Music Group and Star Trak Entertainment. A jury found that the song “Blurred Lines” infringed on the copyright of “Got to Give It Up, and awarded $7.3 million to Marvin Gaye’s family, in a lawsuit involving Robin Thicke and Pharell Williams and the Marvin Gaye family.

  • Reading ~ What is a Copyright?
  • This article explains what a copyright is. It also outlines the rights of the owner of a copyright.

  • Reading ~ What May be Covered by Copyrights?
  • This article outlines categories of works that are afforded protection under the copyright law.

  • Reading ~ Who Owns a Copyright?
  • Generally, only the author of a work can claim copyright. Once the work is completed in "fixed" form (e.g. a story written down on paper, a computer program saved on a disk, a song recorded on tape), the copyright becomes the property of the creating author.

  • Reading ~ Google Books & Fair Use
  • New York Times article on the "Fair Use" doctrine and Google’s digital library: The U.S. Supreme Court refused to revive a challenge to Google’s digital library of millions of books, turning down an appeal from authors who said the project amounted to copyright infringement on a mass scale.

  • Reading ~ Fair Use
  • Under the doctrine of "fair use", the law allows the use of portions of copyrighted work without permission from the owner.

  • Reading ~ Fair Use & YouTube Case
  • The Guardian article on the “Fair Use” doctrine and usage of copyrighted materials on YouTube: This article looks at a ruling from a three-judge panel in California. The import of the ruling is that before copyright holders asks anyone that uploaded content to take it down, copyright holders must consider if their intellectual property is being used on YouTube or elsewhere online in a way that falls under US law as ‘fair use’. The ruling also indicated that if an entity misuses legal takedown notices, it is taking a financial risk of its own.

  • Reading ~ Copyright Case for 80 Year-Old Song
  • Los Angeles Times article on a Copyright case: None of the companies that have collected royalties on the "Happy Birthday" song for the past 80 years held a valid copyright claim to one of the most popular songs in history, a federal judge in Los Angeles ruled. In a stunning reversal of decades of copyright claims, the judge ruled that Warner/Chappell never had the right to charge for the use of the "Happy Birthday To You" song. Warner had been enforcing a copyright since 1988, when it bought Birch Tree Group, the successor to Clayton F. Summy Co., which claimed the original disputed copyright.

  • Reading ~ Monkey Copyright Suit
  • The Washington Post article on a Copyright suit: When David Slater left his camera unattended on a tripod on the Tangkoko Batuangus Nature Reserve on the island of Sulawesi, Indonesia, Naruto, a Macque “monkey” snapped what came to be known as “monkey selfies.” The selfies were a sensation, taking the Internet by storm, and Slater later included them in a book called “Wildlife Personalities.” A federal lawsuit filed by the animal-rights group, People for the Ethical Treatment of Animals (PETA), alleged that Slater infringed on Naruto’s copyright.

  • Reading ~ Criminal Copyright Infringement Case
  • Reading ~ Google's Book Search
  • An article regarding the ruling of a U.S. Federal Appeals court concerning Google’s online library.

  • Reading ~ Settlement Puts Song Copyright into Public Domain
  • Reuters article on a Copyright case: Chief U.S. District Judge George King in Los Angeles ruled that Warner/Chappell, the music publishing arm of privately owned Warner Music Group, did not own a copyright to the “Happy Birthday to You” song lyrics.

  • Reading ~ Court Rules Copying Photos Found on Internet is Fair Use
  • In this unusual case, the court ruled that finding a photo on the Internet and then using it without permission on a commercial website can be considered fair use.

    Patents & IP: Patentable Subject Matter
  • Video ~ Strange Truths About Patentable Subject Matter
  • This voice narrated slideshow outlines the types of inventions that are patentable. It also outlines some of the common reasons the Patent Office gives for declining Patent applications.

  • Video ~ Essential Requirements for a Patent
  • In order for an invention to be patentable, it must be new, useful and non-obvious.

  • Video ~ Patentable Subject Matter
  • In this video, you will find out what is patentable under U.S. Patent law.

  • Video ~ Software & Business Methods Patentability
  • The law surrounding the patentability of software patents has changed significantly in recent years. This video discusses the patentability of software inventions in the U.S. and explains how hardware inventions are more patentable under the current patent rules.

  • Video ~ Is Software Patentable After the Alice v. CLS Case?
  • Video discusses the United States Supreme Court case of Alice v. CLS which deals with patentability of abstract ideas and, indirectly, software patents.

  • Reading ~ What Can Be Patented
  • The patent law specifies the general field of subject matter that can be patented and the conditions under which a patent may be obtained.

  • Reading ~ Novelty And Non-Obviousness, Conditions For Obtaining A Patent
  • In order for an invention to be patentable it must be new as defined in the patent law, which provides that an invention cannot be patented if: “(1) the claimed invention was patented, described in a printed publication, or in public use, on sale, or otherwise available to the public before the effective filing date of the claimed invention” or “(2) the claimed invention was described in a patent issued [by the U.S.] or in an application for patent published or deemed published [by the U.S.], in which the patent or application, as the case may be, names another inventor and was effectively filed before the effective filing date of the claimed invention.”

  • Reading & Audio Recording ~ Alice v. CLS Case
  • The "Alice" case has had a significant impact on the patentability of software inventions. The Court held that patent law should not restrain abstract ideas that are the "building blocks of human ingenuity" and held all of Alice's claims ineligible for patent protection.

  • Reading ~ Patents & Freedom of Speech
  • This case brought the first amendment into conflict with patent rights. Judge Mayer was concerned that its claims "could reasonably be read to cover most methods of screening for harmful content while data is being transmitted over a network." Notably, he concluded that "[e]ssential First Amendment freedoms are abridged when the Patent and Trademark Office ("PTO") is permitted to balkanize the Internet, granting patent owners the right to exact heavy taxes on widely-used conduits for online expression."

    Patents & IP: Understanding Patents
  • Video ~ Strange Truths About Patents
  • This voice narrated slideshow shares insight regarding patents. It compares the usefulness of patents against Trade Secrets. It addresses issues regarding Patent Claims, the Patent Cooperation Treaty, the term of patents, among other issues.

  • Video ~ What is a Patent?
  • A patent gives you the right to stop others from making, using, or selling the patented invention, for 20 years starting from your original filing date at the Patent Office.

  • Reading ~ General Information Concerning Patents
  • A patent for an invention is the grant of a property right to the inventor, issued by the United States Patent and Trademark Office. Generally, the term of a new patent is 20 years from the date on which the application for the patent was filed in the United States or, in special cases, from the date an earlier related application was filed, subject to the payment of maintenance fees.

  • Reading ~ The Nature of Patent Rights
  • The patent is issued in the name of the United States under the seal of the United States Patent and Trademark Office, and is either signed by the Director of the USPTO or is electronically written thereon and attested by an Office official. The patent contains a grant to the patentee, and a printed copy of the specification and drawing is annexed to the patent and forms a part of it.

  • Reading ~ Read Chapter 4, Pages 79-111 Patent Practice / Sessions
  • Chapter 4 of this book written by Britten Sessions focuses on “Utility Patents”.

  • Reading ~ Utility Patents
  • This article provides an overview of Utility Patents. It also briefly describes the Utility Patent application process.

  • Reading ~ Design Patents
  • This article provides an overview of Design Patents. It also outlines how Design Patents are different from Utility Patents.

  • Reading ~ Design Patents
  • The patent laws provide for the granting of design patents to any person who has invented any new and non-obvious ornamental design for an article of manufacture. The design patent protects only the appearance of an article, but not its structural or functional features.

  • Reading ~ Plant Patents
  • This article provides an overview of Plant Patents. Plant patents are available for the invention or discovery of a new and distinct plant. In order to receive patent protection for a plant, the applicant must be able to reproduce the plant asexually.

  • Reading ~ Plant Patents
  • The law provides for the granting of a patent to anyone who has invented or discovered and asexually reproduced any distinct and new variety of plant, including cultivated sports, mutants, hybrids, and newly found seedlings, other than a tuber-propagated plant or a plant found in an uncultivated state.

  • Reading ~ Supreme Court Supports Monsanto in Seed-Replication Case
  • New York Times article on Plant Patents and Monsanto.

    Patents & IP: Patent Claims
  • Video ~ Less is More with Patent Claims
  • This video presents the argument that patent claims that are concise, and perhaps readily understood by a jury, are often most effective. However, since the America Invents Act a large percentage of short patent claims have been invalidated in the Inter-Parte Review process by the Patent Trial and Appeal Board (PTAB), an administrative law body of the United States Patent and Trademark Office (USPTO) which decides issues of patentability. Longer claims with more elements seem to withstand inter-parte review challenges more effectively today.

  • Video ~ Patent Claims & Infringement
  • In this video, you will get acquainted with the basics of how to read and understand the claims of a patent, as well as how to figure out infringement.

  • Read Chapter 6, Pages 164-198 Patent Practice / Sessions
  • An integral part of a patent application is the claims. In this chapter of the book, Patent Practice Skills and Strategies, written by Britten Sessions, you will learn about the elements of a claim, as well as how to draft effective claims.

  • Reading ~ Drafting Patent Claims
  • This article explains the basic skills required for drafting patent claims and shows why this is a job best left to experts. The claims are perhaps the most important part of the patent, and there are various ways of constructing claims that will stand up to examination during prosecution and stand up to the rigors of litigation.

    Patents & IP: Patent Prosecution
  • Video ~ Patents: Strange Truths about Prosecution
  • This video discusses the patent prosecution process, and highlights how the rules can seem a little surprising to an independent observer.

  • Video ~ Elements of a Utility Patent Application
  • A utility patent protects a new invention or improvements on existing inventions which are functional. Utility patents are issued to any functional new inventions or improvements on a machine, process, product or to the composition of matter. This video describes the various components of a utility patent application.

  • Video ~ US Patent Reform
  • What are the key provisions of the new patent reforms? What impact does the patent reforms have on the patent wars, litigation, patent values, innovation and startup entrepreneurship?

  • Video ~ America Invents Act
  • Former President of the U.S., Barack Obama signed the America Invents Act into law. Video provides the views of former U.S. President, Obama, among others regarding the America Invents Act.

  • Video ~ USPTO AIA Informational Video #1
  • On March 16, 2013, a change occurred in U.S. patent law. The United States moved from a first-to-invent patent system to one that issues patents to the first inventor to file.

  • Video ~ USPTO AIA Informational Video #2
  • This is the second video in a series of four that cover the change in patent law to first-inventor-to-file. Here you will find a brief discussion of the exceptions to prior art as described in the first video.

  • Video ~ USPTO AIA Informational Video #3
  • This is the third video in a series of four that cover the change in patent law to first-inventor-to-file. Here you will find a further discussion of what constitutes prior art under the new law.

  • Video ~ USPTO AIA Informational Video #4
  • This is the fourth video in a series of four that cover the change in patent law to first-inventor-to-file. Here you will find a brief discussion of the exceptions to prior art as described in the third video.

  • Video ~ What are the Important Deadlines for a Patent Application?
  • When filing a patent application, there are certain deadlines to consider. Missing deadlines can lead to the application being deemed abandoned. This video discusses some of the important deadlines.

  • Video ~ Patent Application Process & Timeline
  • How long does it take to get a patent?

  • Video ~ Fast Track Accelerated Patent Examination
  • Following passage of the America Invents Act, the USPTO now provides ways to fast track or accelerate patent examination.

  • Reading ~ The Patent Process
  • This article outlines the process for applying for, and maintaining your patent.

  • Reading ~ Read Chapter 7, Pages 199-248 Patent Practice / Sessions
  • This chapter of the book, Patent Practice Skills and Strategies, written by Britten Sessions reviews USPTO procedures regarding Patent Prosecution as well as the types of rejections issued.

  • Reading ~ Responding to Office Actions
  • A USPTO patent examiner may issue several different types of official letters about your application. This article provides a description of each type and information on how to respond. It is very important to carefully read the USPTO correspondence to understand what type of response is needed and the time period for filing one.

  • Reading ~ Patent Attorneys & Agents
  • The preparation of an application for patent and the conducting of the proceedings in the United States Patent and Trademark Office to obtain the patent is an undertaking requiring the knowledge of patent law and rules and Office practice and procedures, as well as knowledge of the scientific or technical matters involved in the particular invention. Inventors may prepare their own applications and file them in the USPTO and conduct the proceedings themselves, but unless they are familiar with these matters or study them in detail, they may get into considerable difficulty. Most inventors employ the services of registered patent attorneys or patent agents. The law gives the USPTO the power to make rules and regulations governing conduct and the recognition of patent attorneys and agents to practice before the USPTO.

  • Reading ~ Accelerated Examination
  • The USPTO has established procedures under which the examination of a patent application may be accelerated.

  • Reading ~ USPTO's Prioritized Patent Examination Program
  • The USPTO offers "Track One" for prioritized examination of your utility and plant patent applications.

    Patents & IP: Patents ~ Challenges to Validity
  • Video ~ Inter-Parte Review
  • Video explains how the Inter Partes Review process of the United States Patent and Trademark Office works.

  • Video ~ What is Prior Art?
  • Prior art constitutes all information that has been made available to the public in any form before a given date that might be relevant to a patent's claims of originality.

  • Video ~ Former Chief Judge Randall Rader
  • Former Chief Judge Randall Rader explains why we need new hero's to rescue the US patent system.

  • Reading ~ Inter Partes Disputes
  • In this article, you will get acquainted with the following trial proceedings conducted by the Patent Trial and Appeal Board of the United States Patent and Trademark Office: “Inter Partes Review” , “Post Grant Review”, “Transitional Program for Covered Business Method Patents”, and “Derivation Proceeding”.

  • Reading ~ IPR Strategy Deployed to Invalidate Drug Patents
  • News story explains how a hedge fund manager attempted to reduce the stock price of drug companies by invalidating their patents through the inter-parte review process.

  • Reading ~ Using Patent Invalidation As A Defense
  • This article discusses various reasons why a patent can be invalidated

  • Reading ~ IPRs: Balancing Effectiveness vs. Cost
  • This continued study of inter partes review (IPR) as a potentially cost-effective alternative or adjunct to district court litigation shows that IPRs are relatively cheap per petition--but single-petition IPR strategies are not always sufficient. Multi-petition strategies, on the other hand, can cost millions. Whether IPR is a cost-effective strategy to deal with a patent assertion or an expensive detour depends on the chosen strategy and the circumstances of the campaign.

    Patents & IP: Patent Pre-Litigation
  • Video ~ Markman Hearing and Claim Construction
  • Video explains the following patent terms: the Markman hearing and claim construction.

  • Video ~ Divided and Induced Infringement
  • Video explains how infringement cannot be divided among different parties.

  • Reading ~ Infringement of Patents
  • Infringement of a patent consists of the unauthorized making, using, offering for sale, or selling any patented invention within the United States or U.S. Territories, or importing into the United States of any patented invention during the term of the patent.

  • Reading ~ Read Chapter 9, Pages 339-364 Patent Practice / Sessions
  • Read Patents, Cloaks & Daggers, pages 69-71
  • In this portion of the book, Patents, Cloaks and Daggers, written by David Smith, you will learn about “Claims Charts”. Claims Charts are very important documents in the patent trading business. A Claims Chart shows evidence that the claims of a patent are present in a product (or service). The Claims Chart has two columns, the left column containing the element of the claim, and the right column showing evidence of infringement in the product.

  • Reading ~ Divided Infringement
  • The en banc court characterized the problem as determining, when "more than one actor is involved in practicing the steps" of a method claim of a patent, whether the acts of one actor are attributable to the other actor such that second one is to be held "responsible for the infringement." The court said that it would hold one entity responsible for another's performance of method steps in two sets of circumstances: "where that entity directs or controls others' performance", and "where the actors form a joint enterprise." In past cases, the court noted that it had held that "an actor is liable for infringement under § 271(a) if it acts through an agent (applying traditional agency principles) or contracts with another to perform one or more steps of a claimed method." To those two circumstances, the court held that it would now add a third: We conclude, on the facts of this case, that liability under § 271(a) can also be found when an alleged infringer conditions participation in an activity or receipt of a benefit upon performance of a step or steps of a patented method and establishes the manner or timing of that performance.

  • Reading ~ Divided & Induced Infringement
  • The Court held that liability for inducement can only be found when there is direct patent infringement. Because patent rights extend only to the claimed combination of steps, there is no direct patent infringement unless all the steps are carried out.

    Patents & IP: Patent Litigation
  • Video ~ Patents: Strange Truths about Infringement
  • This voice narrated slideshow shares insights on issues regarding Patent Infringement.

  • Video ~ Notice Means Willful Infringement Means Triple Damages
  • An infringer knowingly, willfully infringing a patent is treated somewhat harsher by the courts than a company unwittingly practicing a patented invention without a license. In fact, the punishment for willfully infringing is a judgment of triple damages.

  • Video ~ Declaratory-Judgements
  • An entity that is “potentially” (or accused of) infringing a patent(s) can bring a lawsuit against the patent holder and ask the court for a declaratory judgment, (i.e. ask the court to declare that infringement has not taken place): In this situation, the patent holder is forced to file a claim of infringement, otherwise the right to claim infringement by the patent holder against the entity that brought the “declaratory judgment” lawsuit is forever lost.

  • Video ~ Patent Remedies ~ Injunctive Relief
  • Video looks at injunctive relief in patent law, including preliminary injunctions.

  • Video ~ Patent Remedies ~ Damages
  • Video looks at patent damages, willful infringement, and attorney's fees.

  • Silicon Valley Trends Podcast ~ Venue--Where to File Suit Against Companies Infringing your Patents?
  • How the small town of Marshall in Eastern Texas became the battlefield for patent lawsuits and how the T.C. Heartland case has shifted cases to courthouses in other states, like Delaware, that don't want to hear them.

  • Video ~ Drafting Patent Infringement Complaints
  • Thomas Kunkel explains how to draft patent infringement complaints in the Western District of Texas.

  • Reading ~ Read Chapter 10, Pages 365-464 Patent Practice / Sessions
  • Reading ~ Patent Infringement Claims & Defenses
  • A Practice Note discussing patent infringement claims and defenses in the US federal courts. It provides an overview of direct and indirect infringement claims, claim construction and key defenses under US patent law, as modified by the Leahy-Smith America Invents Act (AIA). It also includes a brief discussion of procedural considerations, remedies and alternative forums for patent dispute resolution, including post-grant and pre-issuance proceedings in the USPTO under the AIA.

  • Reading ~ HTC has Apple Patent Declared Invalid by UK Court
  • Example of how the court can invalidate a patent on the grounds of prior art, obviousness and other reasons.

  • Hyperlink ~ See Remedies Course for Patent Damages & Injunctions
  • Reading ~ Patent Exhaustion
  • The Supreme Court limited the power of patent holders by reversing a lower court decision that gave printer maker Lexmark control over its ink cartridges after they'd been sold.

  • Reading ~ Delaware Court Lowers Bar for Awarding Attorneys Fees
  • 35 U.S.C. § 285 provides that “in exceptional cases [the court] may award reasonable attorney fees to the prevailing party.” In 2014, the Supreme Court clarified the standard for “exceptional” conduct as behavior “that stands out from others with respect to the substantive strength of a party’s litigating position (considering both the governing law and the facts of the case) or the unreasonable manner in which the case was litigated.” The framework laid out in Octane Fitness LLC v. Icon Health & Fitness Inc. relaxed the previous standard and provide more discretion to district courts in finding exceptional behavior. In this case Judge Andrews rejected Plaintiffs’ attempt to rely on the presumption of validity, stating that “[t]he issuance of a patent cannot and should not be a license to sue with abandon.”

    Patents & IP: Role of the Jury
  • Video ~ Apple Jury Foreman: Here's How We Reached a Verdict
  • Jury foreman in Apple-Samsung case explains how the verdict was reached.

  • Video ~ Apple v. Samsung: Inside the Jury Room
  • Analysis of how the jury reached their conclusions.

  • Reading ~ Samsung Challenges Apple Verdict
  • How Samsung challenges the verdict based on the disclosures of the head juror.

  • Reading ~ Juror Explains how Apple/Samsung Damages Calculated
  • Apple versus Samsung: Full interview with the jury foreman.

  • Reading ~ Apple-Samsung Jury Used Impermissible Method to Calculate Damages
  • Jury ignored Jury instructions in making its award by using the calculation theories of Apple expert Terry Musika, which she had ruled as legally impermissible before the trial ended. "In this case, it is apparent that the jury awarded 40 percent of Apple's expert Terry Musika's calculation of Samsung's profits".

  • Optional Reading ~ Court Instructions to Jury in Apple/Samsung Case
  • Copy of the instructions provided to the jury by the judge in the Apple-Samsung case in Northern California.

  • Reading ~ Samsung to pay Apple $290m
  • Reading ~ US Court Denies Samsung Appeal in Apple Patent Row
  • BBC article on the Apple-Samsung case.

  • Optional Reading ~ Jury Verdict in Apple/Samsung Case
  • Amended verdict of the jury in the Apple-Samsung case in Northern California.

  • Optional Reading ~ Apple-Samsung Damage Award and New Trial
  • This opinion, written by the judge in the Apple-Samsung case, explains where the jury made a mistake in assessing damages and orders a new trial on $450m of damages. This is supplemental reading, not required reading.

  • Optional Reading ~ Should Juries Hear Complex Patent Cases?
  • A debate has arisen within the legal community over the existence and constitutionality of a so-called “complexity exception” to the Seventh Amendment. This exception would give a judge the discretion to deny a jury trial in a civil case if he or she feels that the issue is too complex for a jury to decide properly. This piece discusses the constitutionality of the complexity exception and the arguments for and against its implementation, with particular emphasis on the application of the exception to patent infringement cases.

    Patents & IP: Patent Management & Valuation
    Certificate Course
    This certificate tracks your progress and tests you in each section. Once you have passed all the quizzes, submitted an assignment and reviewed all the materials, you will be awarded a certificate of completion.