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Are Present CLE Methodologies Worthless?

I spent 40 months living in India while training patent engineers about patent law. 

I thought you should know the history and evolution of my teaching methodology.  I owe the lion’s share of my success to others, as you shall now read. 

When I first arrived in India, I used to give CLE type lectures.  I assigned reading materials (e.g., MPEP) and we discussed them in class.  I did not assign homework nor grade it.  It was mainly ‘push’ training, and not many people were reading.  I was lecturing.  The trainings had neither carrots nor sticks.  We were not even testing anyone for retention.  Often in class, it seemed like just me and 3 or 4 other students were having a discussion about the reading materials.  The other 20 students often listened without comment. 

At that time, a few students approached me and said, if you want people to read, you should assign questions from the reading materials and have each student hand in answers at the beginning of class.  I realized that there were too many students for me to grade essay style answers, so I used true-false and multiple choice questions.  They would hand them in and the students would debate the answers during class and ask questions.  The difference was amazing.  Their comprehension and interest increased in a significant way.    

Observation 1: People read actively, learn more, and retain more when they are asked not only to participate in class, but to hand in assignments to be graded. 

It seems obvious right?  But there were still a few who were not doing as well as I would like.  We were allowing and even encouraging students to work in groups.  We asked them to read and do the assignments first, but then meet in groups before class and discuss their answers together.  But some students were rumored to be free-riding on others in their groups.  They would not read but would show up and listen for the best answers in group meetings.  Another student came up with the idea, why don’t you pick students at random during class to answer the questions.  The idea was to create fear of being picked in class.  This reminded me of the Socratic Method, so I tried it.  It worked.  Picking students randomly to answer questions made a big difference.  Even those who relied upon others to complete their assignments, had to study the answers before coming to class out of fear that they would be picked and appear unprofessional.

Observation 2:  People who may be accountable in a public way are more likely to do their own work, even when a group format might otherwise have allowed free riders.

There were a few students still rumored to be handing in the work of others.  Another student came up with the idea … why not give a quiz at the beginning of class?  The quiz can be just five or so questions so it doesn’t disrupt the class in general, just the first 10 minutes or so.  This will force students who want to do well to read the entire reading materials and not just the portions needed to answer the assignment.  You can still have an assignment handed in, just have the quiz to test who is reading the whole assignment, and not just preparing to discuss the known questions.  This also helped improve reading.    

Observation 3:  Group activities are beneficial and short in-class quizzes will encourage reading and participation by all group members.  

There were times when 20-30% of the students were missing from class.  They were the students who often did poorly later on tests.  A student recommended that we take attendance in class and have attendance be part of the course grade.  As a result, attendance increased dramatically as well as understanding.

Observation 4: Attendance should be part of the grade since it increases understanding and participation.

Some students despite all these methodologies, were not performing to their know capabilities.  We decided that advancement on the team into management positions should depend at least in part upon training performance.  We set training performance metrics that a student must meet to advance within the organization.  This idea has been heavily supported by both client and provider and has made a big difference.

Observation 5: Tying career advancement to continued training scores motivates high knowledge acquisition in this continuous learning environment.

A few students over the last few years have approached me with the idea that some leaders are scoring poorly as compared to their reports.  Some students achieve management levels and then are no longer motivated to maintain their scores.  One student felt that if someone is leading a team and reviewing people for advancement decisions, they should also maintain their own scores.   As far as I know we have not demoted anyone for failing to take their studies seriously, so I have no observation about whether or not that would motivate, but that seems likely on its face.  It does appear silly to require training scores for advancement, but not expect our leaders to be examples of our organizational values.

Observation 6: Demoting leaders who do not score well in a continuous learning environment will help maintain organizational learning values.

Now I ask lawyers reading these observations … is there really any lasting value obtained in existing CLE learning methodologies in the USA?  I just finished 50 hours of CLE in the US over the last three months.  It was a big waste of time when viewed in light of the above observations.  They often assigned hundreds of pages of reading materials with no questions.  The expert lectured the entire time often only taking questions at the end.  The only monitoring of any kind was a sign in sheet or a code word that must be recalled for credit.  I’ll bet that less than 10% of the attending lawyers could pass a test covering the materials.  The purpose of CLE is to maintian continuous learning in the legal profession, but present methodologies do no such thing.  Every lawyer knows this, so why do we all keep pretending? 

Warm Regards,

Dan Bell (Contact me.)

Do not disclose confidential information to me.  This is not legal advice or opinion.  This does not represent the current state of the law and does not include all issues relevant to this topic.  Do not take any action based upon this information without discussing the facts of your case with your lawyer.  I hereby refuse to be your lawyer.   I am only teaching now.  Copyrights © 2010 Dan Bell

What is a Patent Analyst?

Often, you will start your career in patent research doing prior art technology searches.

There are also many other different types of searches that are performed such as due diligence searches, invalidity searches, freedom to operate searches, evidence of use searches, etc.

For all of these searches, the report requesting lawyer will be very concerned about the dates that information first came into being. One date proves that a patent is invalid while another date proves the same patent may be infringed. If you can become as intimately familiar (as the report requesting lawyer) with how these dates arise under US patent law, your earning potential increases dramatically. This area of law is called Priority Law.

Priority Law is the most critical step in your development. Once you understand Priority Law, you will have taken the most important step towards becoming a patent analyst as compared to being merely a search specialist. I am not exaggerating.

I have seen the patent lawyers at one of America’s highest revenue producing technology companies, do a 180 degree turn in how they use their dedicated team of engineers. Once they had confidence that the engineers understood Priority Law, the project complexity increased dramatically over a short period of time and the team size almost doubled. In a two year period, the team went from doing almost exclusively technology research, to doing mostly high-end patent analysis work.  That is the good news.

The bad news is that Priority Law is a fairly difficult topic to learn at this level of detail. Almost nobody outside a US patent law firm understands US Priority Law well enough to perform high-end services for US patent lawyers.

Times are changing rapidly. Most companies around the World are becoming more sophisticated in their legal service purchasing habits. Companies are expecting law firms to employ the lowest cost resource that can get a job done right. Companies no longer believe that a patent lawyer needs to perform every step of the analysis process. Engineers, scientists, or paralegals are sometimes better situated to perform certain parts of a project once they are properly trained.

A well trained patent analyst will help reduce the report requesting lawyer’s time in the file, so the aggregate costs to the client are lower. The Priority Law course teaches and certifies an engineer how to understand and communicate with the report requesting lawyer about US Priority Law.

If you study hard and take this seriously, you will be way ahead of the competition in your pursuit of performing high-end patent analysis services for patent lawyers.  Of course, Priority Law is just the first course in a series of courses that can turn you into a patent analyst.

Please let us know if you would like further information about our courses or watch the below free video tour.

Thanks and good luck! 

Dan Bell,  (Contact me.)

Do not disclose confidential information to me.  This is not legal advice or opinion.  This does not represent the current state of the law and does not include all issues relevant to this topic.  Do not take any action based upon this information without discussing the facts of your case with your lawyer.  I hereby refuse to be your lawyer.   I am only teaching now.  Copyrights © 2010 Dan Bell

Patent Prosecution Laches

One of the offshore patent analysis engineering teams I teach just heard about the defense of patent prosecution laches for the first time.  It was listed as an issue in a deliverable list proposed by the US lawyers they serve.  I thought it was interesting that the Federal Circuit would release the below decision at about the same time, so I have provided a few excerpts from the case below.     

In Cancer Research v. Barr Labs, the district court held that “the delay caused by eleven continuation applications, ten abandonments, and no substantive prosecution for nearly a decade was unreasonable and a sufficiently egregious misuse of the patent system to bar enforcement of the ’291 patent for prosecution laches.”  Page 6. 

The Federal Circuit reversed because the accused infringer has “failed to establish … [that anyone] developed or invested in [the claimed technology] during the patentee “period of delay.” Page 14. 

“Prosecution laches is an equitable defense to a charge of patent infringement. The doctrine may render a patent unenforceable when it has issued only after an unreasonable and unexplained delay in prosecution that constitutes an egregious misuse of the statutory patent system under the totality of the circumstances.”  Page 7. 

“Two elements underlie the defense of laches: (a) the patentee’s delay in bringing suit was unreasonable and inexcusable, and (b) the alleged infringer suffered material prejudice attributable to the delay.”  Page 9.  To “establish prejudice an accused infringer must show evidence of intervening rights, i.e., that either the accused infringer or others invested in, worked on, or used the claimed technology during the period of delay.”  Page 9. 

In this case, since the evidence presented does not show that the accused infringer or others worked on the technology until “thirteen years after the issuance” of the patent, there is no evidence of prejudice caused by the delay.  Page 13.  Since no prejudice was shown, the court did not consider whether or not the delay was unreasonable and inexcusable.

Dan Bell,  (Contact me.)

Do not disclose confidential information to me.  This is not legal advice or opinion.  This does not represent the current state of the law and does not include all issues relevant to this topic.  Do not take any action based upon this information without discussing the facts of your case with your lawyer.  I hereby refuse to be your lawyer.   I am only teaching now.  Copyrights © 2010 Dan Bell

Infringement Havens

Horacio Gutierrez of Microsoft was quoted as saying that “cloud computing” is as significant a shift in emerging technologies as “the internet or personal computers.”  See IAM Magazine.  Because the binary code is behind a firewall on a server geographically located anywhere in the world, new problems arise in the patent world.  Since you can’t get access to the code, it is harder to prove infringement.  Also, even if you could prove infringement, the server can be moved to a jurisdiction with enforcement issues. 

This reminds me of Tax Havens.  Presently around the world there are Tax Havens where people store assets.  Tax havens are countries that provide favorable tax treatment to encourage business and wealth within their jurisdictional borders.  One can quickly imagine that certain countries will become “Infringement Havens” where weak or non-existent patent laws encourage business to host cloud computing within their jurisdictional boundaries.   

This also reminds me of a paper I wrote back in law school.  I predicted that if the courts decided that software was not patent eligible, they would force software makers to protect their software using self-help techniques such as trade secret law.  Instead of running the software on a PC, the PC would become a thin-client that makes remote procedure calls to a server.  Since most of the software would be located on a remote server, the software could be protected by secrecy.  Further, copyright infringers would be unable to copy the binary code since it would not be in the public domain. 

In the USA today, we can patent software with method claims, system claims, and product claims.  Back in law school, when I wrote the paper, it didn’t occur to me that if software continued to be patent eligible, infringers would look for self-help in the form of an offshore Infringement Haven.  But that is exactly what they will do.  Every computer in the world has a thin-client already—the browser.  Before long, you’ll be hearing about how infringers are running their infringing activities in an Infringement Haven–sort of a counter-punch to non-practicing entities. 

You can imagine cloud computing companies cropping up around the world, advertising that they host only in Infringement Havens.  These are interesting times.

Dan Bell  (Contact me.)

Do not disclose confidential information to me.  This is not legal advice or opinion.  This does not represent the current state of the law and does not include all issues relevant to this topic.  Do not take any action based upon this information without discussing the facts of your case with your lawyer.  I hereby refuse to be your lawyer.   I am only teaching now.  Copyrights © 2010 Dan Bell

The Story of Bell Certified

Hello, my name is Dan Bell. I am a patent lawyer in the USA.

I have had the unique experience of both (i) working as a patent lawyer at a premier US patent law firm, and (ii) moving to India to teach patent processes to one of the largest non-government patent analysis teams in the world. I lived in India for over 3.5 years. Here is my profile.

After returning to the USA, I started Bell Certified. Bell Certified trains and certifies patent analysts on specific patent processes.  Here is a free video tour and a link to our growing curriculum.

Bell Certified also helps lawyers determine whether teams at outsourcing service providers have the expertise necessary to perform various processes. Service providers are often unaware of the level of detail that lawyers will expect for a given process.  Testing a service provider is the only way to know whether their service offerings are truly competitive. A lower priced provider that appears competitive may turn out to be much more expensive in the long run if you end up spending hundreds of hours preparing them to perform processes they allegedly “know.”

Below is one of the teams I worked with while living in India for 40 months. That’s me in the middle of the bottom row.

Thanks for stopping by,

Dan Bell, Chief Learning Officer   (Contact me.) 

Do not disclose confidential information to me.  This is not legal advice or opinion.  This does not represent the current state of the law and does not include all issues relevant to this topic.  Do not take any action based upon this information without discussing the facts of your case with your lawyer.  I hereby refuse to be your lawyer.   I am only teaching now.  Copyrights © 2010 Dan Bell