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In Memory of
Robert Podwil

  Intellectual Property Resources: Where to Find Them

Marilyn A. Amento, President and Freelance Paralegal, I.P. Paralegal Services®, Inc.

October 20, 1998 (Updated February 28, 2001)

It has been said, "Information is power". This is true. But Gertrude Stein said, "Everybody gets so much information all day long that they lose their common sense." This is also true. However, Samuel Johnson said it best: " The next best thing to knowing something is knowing where to find it." The late Philadelphia Intellectual Property lawyer, Robert C. Podwil, seemed to follow Johnson's thinking. Bob taught that regardless of how skilled or knowledgeable one is in intellectual property law, patent and trademark rules should not be memorize. There are so many rules that change so often, it is always best to go back to the source and double-check the rules and laws.

This article is intended to assist intellectual property law professionals find some very important I.P. resources. We cannot possibly profess to know everything. Having been in the patent, trademark and copyright field since 1988, I still learn more everyday. I learn by researching, by struggling and doing, by participating in listserves, by finding news sources and I learn through my involvement in professional activities. Hopefully others learn from what I have to offer.

Essential I.P. Resources

Following are some "must-have" intellectual property references pertaining to U.S. practice. These references may be viewed or downloaded from the worldwide web. Those of you on networks in corporate or law firm environments may wish to dedicate a separate drive and download the files discussed below. Have these resources available in "read only" format. Alternatively, individuals may also want to have these references on their hard drive in case of network failure. I have a separate, removable, hard drive set aside to segregate these references. By downloading the files to a hard drive, one is not at the mercy of the slowness of the Internet or the crashing of a network.

I always have these four manuals available on my hard drive for searching at any time: The Manual of Patent Examining Procedure; The Trademark Manual of Examining Procedure; The Trademark Trial and Appeal Board Manual of Procedure; and the Trademark Acceptable Identification of Goods and Services. They are very bulky to have in print format. On the other hand, I purchased a print copy of 37 CFR, which is always within arm's reach. These resources are essential when preparing applications, responding to Office Actions, mailing documents and dealing with any matter involving the U.S. Patent and Trademark Office (PTO). They are step-by-step how-to manuals used by Examiners and other personnel at the PTO.
  • MPEP, Seventh edition, Revision 1 (revised February 2000), can be downloaded or viewed either one chapter at a time or in its entirety in either PDF format (24.1MB file) or in ASCII text (2MB Zip file) format from www.uspto.gov/web/offices/pac/mpep/index.html. This is a voluminous publication to print, so if you prefer a hard copy of the MPEP, please note that PTO does not handle the sale of the MPEP. Contact the Superintendent of Documents (202) 512-1800.

  • TMEP, Second Edition, Revision 1.1 (revised August 1997) can be downloaded or viewed chapter-by-chapter at www.uspto.gov/web/offices/tac/tmep/index.html

  • TBMP, First Edition (revised September 1995) can be viewed chapter by chapter at ftp.uspto.gov/pub/tbmp. The entire TBMP can be downloaded as a zip file in either PDF (2.06 MB file) or ASCII text (451 KB file) formats.

  • The Trademark Acceptable Identification of Goods and Services Manual (last modified May 13, 1999) can be searched or viewed at www.uspto.gov/web/offices/tac/doc/gsmanual/index.html. Download it at www.uspto.gov/go/tac/doc/gsmanual/manual.html. This manual advises of the proper international classification of trademark goods and services from "abacuses" in Class 9 to "wireless voice mail services" in Class 38.

  • 37 CFR (Patents, Trademarks and Copyrights) (Revised July 1, 2000), may be searched at the National Archives and Record Administration web site at http://www.access.gpo.gov/cgi-bin/cfrassemble.cgi?title=200037.  

  • 21 CFR (Food and Drugs) (Revised April 2, 2000), for those involved in pharmaceutical patents, may be searched at www.access.gpo.gov/cgi-bin/cfrassemble.cgi?title=200021
Patents and Trademark Listserves

In spite of all these manuals, even the most seasoned intellectual property professionals, lawyers and paralegals alike, need to seek the advice of other professionals in the field. To bounce ideas off of each other or to ask questions concerning complicated or unfamiliar matters, members of Internet listserves post a message to the group of listserve members. Often, someone may share with listserve members new changes in law or various happenings in the I.P. community, and the like. Following are some patent and trademark listserves where you can stay up-to-date on current happenings in the worldwide I.P. community or seek advise from peers.
  • IPLAW@paralegals.org is an NFPA sponsored listserve for members interested in Intellectual Property Law. Sign up for all NFPA listserves at www.paralegals.org/Forums/listsubscribe.html. Several members share information such as which countries joined the PCT, request information about other members' experiences with certain practices in foreign countries. Listserve members help other listserve members in obtaining information.

  • COMPUTER-LAW@socs.uts.edu.au, sponsored by the School of Computing Sciences of the University of Technology in Sydney, Australia, is a listserve focusing on Intellectual Property and Computer Law. To subscribe, send e-mail to majordomo@socs.uts.edu.au with the following message: subscribe computer-law. See also related web site at www.gu.edu.au/gint/ozlists/law.html.
  • intprop-l@topica.com is a listserve geared toward European Intellectual Property Law. Discussions referring to U.S. law should not be posted to this list. To subscribe to the INTPROP-L list, send a message to intprop-l-subscribe@topica.com.
  • DOMAIN-POLICY@lists.netsol.com is a Domain Name Policy Listserve for issues related to  Domain Name Policies. Subscribe at http://lists.netsol.com/cgi-bin/wa?SUBED1=domain-policy&A=1
  • INTA Discussion List - TMTopics: The INTA mailing list (formerly known as intanet-l) was created in 1996 and exists for the purpose of exchanging information and promoting discussion primarily about trademarks. Discussion about all aspects of trademark law is encouraged. Membership in INTA is not required to subscribe to the list. This moderated list is free and open to all. Send a message to tmtopics-request@lists.inta.org With the word Subscribe in the body of the e-mail. (See http://www.inta.org/tools/listserver.shtml).
  • Discover additional legal listserves using keyword searches at http://www.lib.uchicago.edu/~llou/lawlists/lawlists.txt.
Web Newsletters and Newswatch

Intellectual Property Paralegals, as professionals need not rely only on I.P. lawyers for information on what's happening in the I.P. world. There are many resources to which paralegals may avail themselves with little effort. Many I.P. firms throughout the world publish their own newsletters reporting on and discussing changes in I.P. law. Paralegals in law firms and corporate law departments can request to be placed on the mailing list of foreign (i.e. non-US) I.P. firms and receive their newsletters. The "magic" of e-mail and the internet can accomplish this in little time with no mailing expense. Be prepared! Most agents read and respond to such inquiries. When I receive such newsletters and forms from these associates they are retained in files and alphabetized by country and agent, for later reference. However, if you go to the web site of any reputable I.P. firm, you are sure to find similar newsletters. Here are just a few on-line newsletters and news sources.
  • Subscribers to Saegis of Thomson & Thomson are privy to a vast wellspring of news sources including newsletters, recent caselaw, treaties, government links, etc. Remember, Saegis subscriptions are free. At the "Library" link Saegis publishes: Legal News, provides Educational Materials (including laws, treaties, patents, copyrights and trademarks), and Organizations and Directories. A constant reference of mine is T&T's International Guide to Trademarks.
  • Internet Patent News Service (PATNEWS) is an almost daily e-mail newsletter with colorful commentary by Greg Aharonian concerning intellectual property topics. To subscribe send the message "NEWS" to sctran@world.std.com. Also, if you don't mind, Greg asks that you PLEASE include some information on what you do and how you might use this patent information, along with your name and address.  (See http://www.bustpatents.com/ipns.htm).
  • law.com/pa (30 day free trial) at http://www1.law.com/pa/register/ is a unique legal resource devoted to Pennsylvania law. Other states may have similar resources. One may also access the Practice Centers such as Intellectual Property Law   where "you get coverage of breaking legal news, the latest case law, and practical information and incisive legal analysis on cutting-edge IP law issues, including patents, trademarks, copyrights, trade secrets, and unfair competition, plus coverage of biotechnology, media and entertainment law issues."

  • "Westlaw Topical Highlights" on Saegis covers Intellectual Property case law in relation to: Art and Architecture, Computers and Online Services, Consumer Goods, Damages, Entertainment, Injunction, Marks and Logos, Patents and Patent Practice, Telecommunications, Trademark and Trademark Practice. Some recent titles include:
    • "Serious challenge to validity of patent precluded preliminary injunction."
    • "Patent for double-walled aluminum softball bat was not infringed."
    • "Legislative extension of copyright terms did not violate First Amendment or Copyright Clause."
    • "Trademark "The Drifters" was fraudulently procured. "
    • "Initial application satisfied the best mode requirement."
  • On-line news sources such as ZD Network News (www.zdnet.com/zdnn/) and Law Journal Extra! (http://www.ljx.com/practice/intellectualproperty/index.html) cover topics such as Patent, Trademark and Copyright Law, Internet Law, Computer Law, IP Antitrust, IP International, IP Arbitration, IP Lawyers, Legal Memos, Trade Secrets and Job Listings.
Organizations for Paralegal Professionals

There are many intellectual property organizations that provide a wealth of information and opportunities. Membership in these associations supports professional growth through attendance at annual meetings, educational seminars (including CLE), networking opportunities, receipt of publications and articles. Here are some organizations from which an I.P. specialist can learn a great deal.
  • INTA (the International Trademark Association at www.inta.org) offers associate membership to lawyers and non-lawyers. Thus, paralegals qualify for individual membership in INTA . If a firm or corporation belongs to INTA, employees are also eligible for membership and may actively participate in such activities as Committees. INTA sponsors very informative Roundtable Discussions on hot topics at numerous cities around the U.S. Discussion outlines, suggested readings and case law provided by INTA place the topics in relevant context and provide excellent background. I suggest that you go to INTA's site and check out http://www.inta.org/meetings/index.shtml.
  • AIPLA (the American Intellectual Property Law Association at http://www.aipla.org/) does not permit paralegal membership. Hopefully, AIPLA will follow the lead of other organizations and notice the advantages of opening membership to paralegals. AIPLA does offer, however, excellent  Intellectual Property seminars for Legal Secretaries and Paralegals. In addition, their web site is full of detailed information on current legislation, Alternative Dispute Resolution and more.
  • ABA (the American Bar Association at www.abanet.org/), as do most Bar Associations, has a category for paralegal membership. Legal Assistant Associates (www.abanet.org/members/info/def.html#legal) are defined as: "Persons qualified through education, training or work experience who are retained by a lawyer, law office, government agency or other entity to perform specifically delegated legal work which requires sufficient knowledge of legal concepts and which otherwise would be performed by an attorney in absence of a legal assistant." The ABA also has a Section of Intellectual Property Law, which claims to be "the largest intellectual property organization in the United States." (See www.abanet.org/intelprop/).

  • Other Associations that encourage the exchange of information and are good sources of all types of legal information are AALLA (the American Association of Law Libraries at www.aallnet.org/), SLA (Special Librarian's Association at www.sla.org/, GPLLA (Greater Philadelphia Law Librarians Association) at www.gplla.org).

Intellectual Property and NFPA

Last, but certainly not least, the National Federation of Paralegal Associations provides many opportunities to learn about new developments in Intellectual Property. In addition to sponsoring 17 paralegal listserves including the IP Law listserve discussed above, NFPA has affiliates, such as the Philadelphia Association of Paralegals (PAP) and the Montgomery County Paralegal Association who are responsible for providing professional growth opportunities at the local level.
  • On the first  of each month, the Intellectual Property Law section of PAP sponsors a Brown-Bag lunch where the host firm, usually Woodcock Washburn Kurtz Mackiewicz & Norris, provides complementary beverages and cookies. These monthly lunches feature speakers, either lawyers or paralegals, on interesting subject matter such as 18 Month Patent Publication, Intellectual Property Internet Resources, Electronic Filing of Patent and Trademark Applications. These lunches allow members to interact with each other and share ideas.
  • PAP also sponsors an Annual Education Conference, which is generally held in October. The conference offers a luncheon with a keynote speaker and a variety of educational seminars in legal specialty areas including Intellectual Property Law.
Conclusion

This article presented you with a just a few of the many thousands of Intellectual Property resources available to us as professional paralegals. However, remember that too much information can almost mean no information. Carefully pick and choose the listserves in which you want to participate, the associations in which you want to become active and the newsletters to which you wish to subscribe. I myself am aware of all of the above resources but participate in a select few.

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