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Shift This! : A Paradigm for Integrating
Law School & Law Firm Patent Research

     ©Jon R. Cavicchi, J.D., LL.M. (I.P.)
        Professor and IP Librarian
Disclaimer: Any
  appearance of
 promoting UNH
Law is incidental!
Define Scope of Patent Research
• Patent Practice
  – Prosecution
  – Litigation
  – Transactional / Business Aspects of IP
• Patent Research
  – Legal research
  – Searching patent literature & NPL
  – Fact research
Current Paradigm for Integrating Law
   School & Law Firm Patent Research?
• Law school landscape analysis
  – Surveying librarians & websites
  – NONE
  – Handful of Advanced Legal Research: IP courses
     • No evidence of patent searching training
  – Few law school librarians with patent education
     • Reference/Intellectual Property Librarian
Law School Patent Prosecution
                Clinics Certification Pilot
• USPTO Law School Clinical
  – 6 of 16 schools prosecute patents
• Non Pilot Clinics
        –   Arizona State University
        –   Ave Maria
        –   Chicago Kent
        –   U. Illinois
        –   U. Penn
        –   U. Virginia
        –   Others dabble in entrepreneur and innovation clinics
        –   High instructional and malpractice costs
The UNH Law Difference
• Founded by a 3d generation patent lawyer Robert Rines
  with passion to prepare practice ready patent lawyers
   –   1st Patent Practice Program in the U.S.
   –   Patent clinics for 40 years doing patent searches
   –   Only Academic IP Library in the U.S.
   –   Only academic IP Librarian in the U.S.
        • Pioneering vision Library Director Judy Gire, Professor Bill Hennessey
          and Dean Robert Viles
   – Only two year elective patent searching curriculum in U.S.
   – Only Patent Landscape Analysis Clinic in U.S.
        • Professor Stanley Kowalski, ITTI Director
UNH Law Model
• Implemented Information Literacy Program
  drives patent research curriculum
  – Portfolio of curricular and extra curricular offerings
     • Some IP problems used in 1L LRIL class
     • Mining Patent class – a 20 year patent searching 2 credit
       class
     • LPIL patent searching 1 credit mini courses
     • ITTI Patent Landscape Analysis Clinic (Basic & Advanced)
     • Patent Searching Certificate
     • Guest lectures in patent law and practice classes
     • Patent law professors require patent searches
Patent Information Literacy K-12 and University Wide?
• Non-law University Librarians Teaching Patent Searching
  Courses
   – Connie Wu, Rutgers (PTRC)
   – Jan Confort, Clemson (PTRC)
• Promote synergies between law school and other
  university librarians to teach patent information literacy.
• Don MacMillan, Patently Obvious: The Place For Patents
  In Information Literacy in the Sciences. 20 Research
  Strategies 149 (2005)
Why there must be a paradigm
           shift?
Information Literacy meets the
       McCrate Report
    Law schools doing a lousy job
   preparing practice ready lawyers
Inadequate Research skills is one major
 skill consistently reported by law firms
    to the ABA in several surveys and
                  reports
Starting the paradigm shift
• The 3 C’s
   – Consciousness
   – Communication
   – Capacity
Factors affecting paradigm shift?
• PATENT PROFESSORS AT MOST LAW SCHOOLS
  HAVE NO INTEREST IN PATENT RESEARCH
  – Much of academy scholarship is theory – not
    practice based
  – No experience or old experience : “farm it out”
  – Don’t teach business aspects of patents curriculum
  – Increase empirical legal periodical using patent
    research on the rise = promise.
Patent Lawyer Professor Diversity
Then when is the tipping point?
• Many law school librarians face serious and continuous
  budget cuts that require balancing of priorities
   – Being law librarians
      • Staff cuts result in Librarians doing paraprofessional activities
   – Being teachers
      • some Library faculty low caste = consequences
      • If a patent research course or a substantive law course has to be
        cut…
      • Law faculty like senior partners in some schools
   – Being team players
      • Showing worth in growing service to institutions
Patent Research Information Literacy
         Requires Re$ources
• Patent law firms REVOLT & demand a shift in
  consciousness
• Prioitization
  – Time allocation
  – Hiring or training patent information literate
    librarians
  – Patent law professors NEED to advocate for patent
    research training “through and “through”
  – Fees for high end platforms?
     • UNH Law provided fee unlimited access by major vendors
Paradigm Shift : next step
• COMMUNICATION
  – Patent law firm librarians and partners need to
    communicate to law schools on a GRANULAR level
    what problem solving skills they desire of new
    associates
  – This relationship needs to be institutionalized and
    systematized
     • associated opportunity costs
  – Consider embedding law school librarians in patent
    firms to gain the tasks, tools, strategies and insights
200+ Law Schools…
• Diversity of capacity and priorities
• Most law schools now teach patent law
   – only a few have a deep patent practice curriculum
• Develop a mirror twin to the AALL PLI-SIS IP with
  academic librarians
• Dialog and meet regularly at professional meetings
• Use human and social networking
• Never stop, never stop fighting till the fight is done.
Paradigm shift : jump start patent
       research small investment
• Top down law school “corporate culture”
  requiring patent research skills events
• Designate GTP for patent research




• Invite patent information vendors…they will
  come
Vendors who love to train…
Promote Student to Student Promotion
• Mary Gilligan
  –    I think we should incorporate the role of Summer Associates into this fine
      dance we are crafting. I know at Pennie (and during the times of stiff
      competition to get the most qualified associates), we offered abbreviated
      versions of our training programs. I feel the students can be good
      ambassadors to bridging the gap between school and firm, while keeping a
      foot in both pools.

• Peer to peer education is a reality
  – These skills show a competitive advantage
  – All law students want to show demonstrable value
  – Law firm librarians and attorneys need to support the value of
    mastering patent & NPL search and applications
• The importance of the many applications of
  patent data and NPL will only increase as the
  business aspects of IP grow
• Those law schools who fail to grow this area of
  their curriculum do so at their peril.
Student Teach Teachers
• UNH Law engineer TA/grad Matthew Preiss
  – Top 50% of research skills instruction is
    responsibility of law schools
  – Other 50% is professional training – the
    responsibility of law firms
• AALL Law Library Journal literature has
  general surverys
  – Shall we do patent research skills survey?
UNH Law has a long history of
                 commitment to preparing the
                 highest quality practice-ready
               patent lawyers with solid research
                            skills.


Dean, University of New Hampshire School of Law
    Former Chief Justice, NH Supreme Court

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Shift This! : A Paradigm for Integrating Law School & Law Firm Patent Research

  • 1. Shift This! : A Paradigm for Integrating Law School & Law Firm Patent Research ©Jon R. Cavicchi, J.D., LL.M. (I.P.) Professor and IP Librarian
  • 2. Disclaimer: Any appearance of promoting UNH Law is incidental!
  • 3. Define Scope of Patent Research • Patent Practice – Prosecution – Litigation – Transactional / Business Aspects of IP • Patent Research – Legal research – Searching patent literature & NPL – Fact research
  • 4. Current Paradigm for Integrating Law School & Law Firm Patent Research? • Law school landscape analysis – Surveying librarians & websites – NONE – Handful of Advanced Legal Research: IP courses • No evidence of patent searching training – Few law school librarians with patent education • Reference/Intellectual Property Librarian
  • 5. Law School Patent Prosecution Clinics Certification Pilot • USPTO Law School Clinical – 6 of 16 schools prosecute patents • Non Pilot Clinics – Arizona State University – Ave Maria – Chicago Kent – U. Illinois – U. Penn – U. Virginia – Others dabble in entrepreneur and innovation clinics – High instructional and malpractice costs
  • 6. The UNH Law Difference • Founded by a 3d generation patent lawyer Robert Rines with passion to prepare practice ready patent lawyers – 1st Patent Practice Program in the U.S. – Patent clinics for 40 years doing patent searches – Only Academic IP Library in the U.S. – Only academic IP Librarian in the U.S. • Pioneering vision Library Director Judy Gire, Professor Bill Hennessey and Dean Robert Viles – Only two year elective patent searching curriculum in U.S. – Only Patent Landscape Analysis Clinic in U.S. • Professor Stanley Kowalski, ITTI Director
  • 7. UNH Law Model • Implemented Information Literacy Program drives patent research curriculum – Portfolio of curricular and extra curricular offerings • Some IP problems used in 1L LRIL class • Mining Patent class – a 20 year patent searching 2 credit class • LPIL patent searching 1 credit mini courses • ITTI Patent Landscape Analysis Clinic (Basic & Advanced) • Patent Searching Certificate • Guest lectures in patent law and practice classes • Patent law professors require patent searches
  • 8. Patent Information Literacy K-12 and University Wide? • Non-law University Librarians Teaching Patent Searching Courses – Connie Wu, Rutgers (PTRC) – Jan Confort, Clemson (PTRC) • Promote synergies between law school and other university librarians to teach patent information literacy. • Don MacMillan, Patently Obvious: The Place For Patents In Information Literacy in the Sciences. 20 Research Strategies 149 (2005)
  • 9. Why there must be a paradigm shift?
  • 10. Information Literacy meets the McCrate Report Law schools doing a lousy job preparing practice ready lawyers
  • 11. Inadequate Research skills is one major skill consistently reported by law firms to the ABA in several surveys and reports
  • 12. Starting the paradigm shift • The 3 C’s – Consciousness – Communication – Capacity
  • 13. Factors affecting paradigm shift? • PATENT PROFESSORS AT MOST LAW SCHOOLS HAVE NO INTEREST IN PATENT RESEARCH – Much of academy scholarship is theory – not practice based – No experience or old experience : “farm it out” – Don’t teach business aspects of patents curriculum – Increase empirical legal periodical using patent research on the rise = promise.
  • 15. Then when is the tipping point? • Many law school librarians face serious and continuous budget cuts that require balancing of priorities – Being law librarians • Staff cuts result in Librarians doing paraprofessional activities – Being teachers • some Library faculty low caste = consequences • If a patent research course or a substantive law course has to be cut… • Law faculty like senior partners in some schools – Being team players • Showing worth in growing service to institutions
  • 16. Patent Research Information Literacy Requires Re$ources • Patent law firms REVOLT & demand a shift in consciousness • Prioitization – Time allocation – Hiring or training patent information literate librarians – Patent law professors NEED to advocate for patent research training “through and “through” – Fees for high end platforms? • UNH Law provided fee unlimited access by major vendors
  • 17. Paradigm Shift : next step • COMMUNICATION – Patent law firm librarians and partners need to communicate to law schools on a GRANULAR level what problem solving skills they desire of new associates – This relationship needs to be institutionalized and systematized • associated opportunity costs – Consider embedding law school librarians in patent firms to gain the tasks, tools, strategies and insights
  • 18. 200+ Law Schools… • Diversity of capacity and priorities • Most law schools now teach patent law – only a few have a deep patent practice curriculum • Develop a mirror twin to the AALL PLI-SIS IP with academic librarians • Dialog and meet regularly at professional meetings • Use human and social networking • Never stop, never stop fighting till the fight is done.
  • 19. Paradigm shift : jump start patent research small investment • Top down law school “corporate culture” requiring patent research skills events • Designate GTP for patent research • Invite patent information vendors…they will come
  • 20. Vendors who love to train…
  • 21. Promote Student to Student Promotion • Mary Gilligan – I think we should incorporate the role of Summer Associates into this fine dance we are crafting. I know at Pennie (and during the times of stiff competition to get the most qualified associates), we offered abbreviated versions of our training programs. I feel the students can be good ambassadors to bridging the gap between school and firm, while keeping a foot in both pools. • Peer to peer education is a reality – These skills show a competitive advantage – All law students want to show demonstrable value – Law firm librarians and attorneys need to support the value of mastering patent & NPL search and applications
  • 22. • The importance of the many applications of patent data and NPL will only increase as the business aspects of IP grow • Those law schools who fail to grow this area of their curriculum do so at their peril.
  • 23. Student Teach Teachers • UNH Law engineer TA/grad Matthew Preiss – Top 50% of research skills instruction is responsibility of law schools – Other 50% is professional training – the responsibility of law firms • AALL Law Library Journal literature has general surverys – Shall we do patent research skills survey?
  • 24. UNH Law has a long history of commitment to preparing the highest quality practice-ready patent lawyers with solid research skills. Dean, University of New Hampshire School of Law Former Chief Justice, NH Supreme Court