Title: The Role of the Patent and Trademark Librarian in the Digital Age
1The Role of the Patent and Trademark Librarian in
the Digital Age
- Karen Stanley Grigg
- North Carolina State University Libraries
2The changing digital world requires Patent and
Trademark Depository Librarians to serve new ways
roles in providing access to patent and trademark
services and collections.
3Presentation Topics
- Patent and Trademark Depository Library Program
(PTDLP) - Stakeholders
- Time and Location- Independent Services and
Collections - Evaluation of USPTO searching tools
- Changing Roles of the Patent and Trademark
Librarian
4What is the PTDLP?
- PTDLP launched in 1871.
- Purpose- to decentralize patent and trademark
information. - Originally 22 libraries, now 4 times that amount.
- Half of PTDLs are public, half academic.
5Who are the stakeholders?
- Faculty
- As inventors
- As instructors
- Students
- As inventors
- As scholars
- Extension Community
- General Public
6Evolution of USPTO Searching Tools
- Print tools until 1988.
- CASSIS system launched in 1988.
- USPTO web site launched in 1996.
- CASSIS concurrently maintained along with Web
database.
7Traditional Service Model
- Undistributed.
- Not time and location- independent.
- In academic library, main focus on external
patrons. - Little time left to promote patent and trademark
information to internal patrons.
8Can we apply distance learning model to PTDLP?
- Universities showing growing commitment to time
and location-independent services. - This model is successful with students- why not
use with services to outside patrons? - Geographical separation of patrons from PTDL.
9Independent inventor a good candidate to be a
distance learner
- Inventors autonomous and self-directed.
- Number of Americans with internet access
increasing dramatically. - Home computer users have high expectations of
what the Web can deliver.
10Evaluation of USPTO Searching Tools
- By 2000, the USPTO added all U.S. patent images
back to 1790. However - full text searchability limited.
- TIFF format used- requires separate plug-in.
- prints one page at a time.
- USPTO is maintaining upkeep for two separate
search systems. - CASSIS interface difficult to use and unavailable
remotely.
11Changing Roles of Librarians in Digital
Environment
- New roles emerging
- Technological Liaison
- Curriculum Advisor
- Trainer
- Advocate for patrons to the USPTO
12Technological Liaison
- Creation of matrix that identifies questions that
can and cannot be answered remotely. - Creation of support tools
- web sites
- multimedia tutorials
- Partnership with USPTO to enhance search tools
and collections.
13Examples of helpful tools
Patent Search Tutorial and Information -
University of Texas http//www.lib.utexas.edu/engi
n/patent-tutorial/index.htm NCSU Libraries
North Carolinas Patent and Depository Library
Partner. http//www.lib.ncsu.edu/ptdl/
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21Curriculum Advisor
- Partnerships with
- Instruction librarians
- Relevant departments and faculty
- Curriculum- integrated instruction model allows
for building these skills into the curriculum.
22Role as Trainer
- Decentralized service model requires greater
competencies of all reference staff. - Tiered service model.
23Tiered Service Model
- Three tiers
- First tier should be required of all reference
staff. - Second tier will be distributed to backups.
- The third tier - patent and trademark subject
specialist. - Begins with understanding of two types of patent
questions- known and unknown.
24Known Patent Questions
- Patron is looking for something believed to
exist. - Known Patent Questions are often easiest for
beginners. - Some examples
- My great-grandfather invented a widget in the
1920s or 1930s and I am trying to find a record
of the patent. - This journal article references US Patent number
5,146,634 and I need a copy of the patent. - I am trying to print a list of all the
trademarks held by Ocean Spray Corporation.
25Unknown Patent Questions
- Usually exist when researching the uniqueness of
invention or trademark and searching for prior
art. - Challenges
- Complexity- must use classification system.
- Legal issues- cannot give any legal advice.
- Unlike most searches, goal is to NOT find results.
26Development of Tiered Service Model
27Competencies, all Reference Staff (Tier One)
- The ability to
- Conduct the reference interview
- Assist patrons with basic known patent and
trademark questions and - Identify and assist patentability patrons.
28Tier Two Reference Staff
- All of the competencies expected of Tier One
Reference Staff plus - The ability to
- Use print indexes for more complex questions
- Handle patrons with more challenging
patentability questions and - Assist when reference staff are overwhelmed by
other desk traffic.
29Patent and Trademark Librarian
- All of the competencies expected of Tier One and
Tier Two Reference Staff plus - The ability to
- Handle difficult reference questions that Tier
One or Tier Two Reference Staff have not been
able to answer. - Provide reference training.
30Patent and Trademark Librarian, cont.
- Integrate patent and trademark instruction into
the curriculum where appropriate - Maintain patent and trademark collections
- Administer the duties the USPTO requires of
PTDLs and - Serve as an advocate to the USPTO for patron
needs.
31Advocate for Patrons to the USPTO
- Communication with USPTO about patron needs.
- CASSIS- still necessary?
- Full text availability.
- Navigability of USPTO web.
32Reference Assistance to the Technologically
Challenged
- USPTO withdrawing many paper tools.
- Must strategize on providing services to
technologically challenged. - Staffing issues Referral often necessary.
33Conclusion
- Using distance learning model is completely in
line with mission and values of the PTDLP. - New service model allows patent librarians to
serve new and more valuable roles. - Ultimately, the long-term goal of both the USPTO
and the PTDL should be to work towards creating
systems that are convenient and easily accessible
to all Americans from the privacy of their own
homes or closest public libraries.