Patenting: The 5-Step Methodology

What is the basic workflow from the invention to patent granting? When and how are innovations patentable? What information is needed to file a patent application?

This module provides a comprehensive overview of the patenting process, but from the perspective of innovation. It brings understanding of the impact and value of IP generated by research and innovation.

The hands-on seminar helps better define an invention and its IP protection as an investment proposal. It provides basic IP concepts (patentability criteria, claims, patent scope), main steps and documents, Focus is on the need-to-know in research.

Also during this seminar, participants gain practical skills for a comprehensive assessment of the invention. They learn a practical 5-step methodology for obtaining a patent, illustrated with an example based on a daily-life product. They apply the 5-step methodology to an invention of their choice (teamwork) using 5 forms. They experience: patent searching with databases e.g. espacenet; and reading and briefly analyzing a patent.

At the end of the seminar you will make a presentation to the group.

After the seminar, participants can directly apply the methodology to their daily practice.

(1 day)

Follow-ups: “Commercialize IP“; “Experiment IP

  • IP Managers who need a compact overview on patenting
  • Employees of patent or IP departments
  • Researchers and engineers of R&D and engineering departments
  • Technology and marketing experts
  • Others who recently have taken over responsibility for patent issues

Before the training

  • In preparation for the seminar, you are asked to complete a short description of an invention of your choice, which you will use as practical basis for the teamwork sessions within the seminar.

Day 1 AM

  • Basic concepts on innovation generation and IP. Introduction to Patentopolis 5-step methodology for patenting. Induction to case study
  • Learning Step 1: Invention proposal
  • Applying Step 1 to the case study. Group discussion
  • Learning Step 2: Novelty, patent searching
  • Applying Step 2 to the case study. Group discussion
  • Learning Step 3: Inventive step, analysing a patent document (the closest prior art)

Day 1 PM

  • Applying Step 3 to the case study. Group discussion
  • Learning Step 4: Patent assessment
  • Applying Step 4 to the case study. Group discussion
  • Learning Step 5: Drafting and claim structure
  • Patent filing and prosecution process and procedures
  • Preparing and presenting presentations. Wrap-up

“I participated in a very active Patentopolis training session (“5 steps to a patent”), which demonstrated how an IP expert can play a crucial role in the development of inventions by teams at R & D departments. This Patentopolis methodology shows the importance of considering patents and other IP rights as constraints in the innovation process. Countries such as Portugal, where the innovation culture at companies still insufficiently incorporates an IP culture and the practice of patent filings as a routine, would benefit from a regular intervention of IP consultants equipped with a customizable, interactive IP toolbox like Patentopolis tools.”

João Marcelino, Portuguese patent office (INPI)
15 December 2014