Presented by
Management Forum
State of the Art Searching Training Course
Learn when and how to perform a ‘state of the art’ patent search.
- Format: Live online
- CPD: 6 hours for your records
- Certificate of completion
Course overview
This course will teach you the essential skills for conducting a comprehensive 'state of the art' patent search.
Our expert trainer will guide you through selecting the right content, putting together and executing an effective search strategy, and analysing and reporting your findings.
While the focus is on patent searching, the course also explores when and how to incorporate other technical literature into your state of the art review, depending on your specific field.
A state of the art search must be broader than a typical patentability search. You will learn how to balance recall and precision, ensuring relevance for optimal results. The course emphasizes practical techniques, including the use of patent classifications, patent citations, and name searching, to build a robust collection for an initial state of the art review.
Given that the state of the art is always evolving, the course will also cover how to stay up to date by setting up effective technology patent monitoring processes. This will ensure you remain informed about the latest advancements in your field.
This course is part of our collection of IP & Patents Training Courses.
Benefits of attending
By attending this course you will:
- Expand your knowledge of the importance of State of the Art searching
- Learn when to carry out the search and how to select the content
- Get to grips with search techniques and how to analyse your results
- Understand how to report your results
- Clarify techniques to stay up to date with State of the Art
Who should attend?
This course is for all those working in IP or patent information or patent engineer roles, either in industry or legal businesses, and wanting to improve and / or update their search skills.
The course will be of particular interest to:
- IP managers
- Patent research specialists and analysts
- Technology transfer officers
- R&D and technical product managers
- R&D scientists and engineers wanting to ensure they are not ‘re-inventing the wheel’
- Sales and support professionals of commercial information providers
This course will cover:
Content selection
- Patents, NPL
- Dates
- Countries
- Search
- Database selection
Search techniques
- Concept definitions, preparing the strategy, recording
- IR theory
- Relevance
- Recall and precision
- Broadening your search statements
- Narrowing your search statements
- Classifications
- Citations
- Name searching
- For specific technical fields (chemistry, biotech, mechanical, devices, telecomms)
Analysing the results
- Clean up
- Categorisation / classification / bucketing
How to report your search results
- Family counting
- Identifying trends, pivotal patents, key players, emerging opportunities
- Reporting styles
Maintain awareness of the state of the art
- Setting up alerts
- Reviewing and re-running the searches
- Dissemination of the results
References for further study
Jane List
Extract Information Limited
Jane List founded Extract Information Limited,
Cambridgeshire, UK, in 2013 following a career in the information industry
where she held commercial, content, and product development roles at Lighthouse
IP, ProQuest, and DataStar. She has also held IP and Information analyst roles
at The Technology Partnership plc, Xaar plc and the European Molecular Biology
Laboratory. Jane has provided training in the retrieval and analysis of
scientific, technical, medical, commercial and patent information throughout her
career. At Extract Information Jane
searches patents for her clients and provides IP management support. Jane has qualifications in Chemistry,
Information Science, and IP Law.
Jane has other roles in patent information field:
- Editor in Chief of World Patent Information Journal, a leading journal in the field of patent information and IP management since 2014 https://www.journals.elsevier.com/world-patent-information.
- Secretary of PatCom, the group of commercial patent information providers (www.patcom.org) since 2014.
- In 2015 Jane List co-founded The Cambridge Information and Intellectual Property Meeting (www.CIIPM.co.uk) to provide a space for knowledge sharing for those involved with technology commercialisation and needing to understand more about IP and understand more about patent searching.
NEW higher discounts for multiple bookings - bring your colleagues to make your training budget go further:
- 30% off the 2nd delegate*
- 40% off the 3rd delegate*
- 50% off the 4th delegate*
Please contact us for pricing if you are interested in booking 5 or more delegates
10 April 2025
Live online
09:00-17:00 UK (London) (UTC+01)
10:00-18:00 Paris (UTC+02)
04:00-12:00 New York (UTC-04)
Course code 15258
- GBP 499 599
- EUR 719 859
- USD 823 979
Until 06 Mar
- 1 day live online training
- Browser-based, no download usually required
- See presenters and interact with fellow attendees
- Download documentation and certification of completion
- Fair transfer and cancellation policy
Not ready to book yet?
for 7 days, no obligation
11 July 2025
Live online
09:00-17:00 UK (London) (UTC+01)
10:00-18:00 Paris (UTC+02)
04:00-12:00 New York (UTC-04)
Course code 15259
- GBP 499 599
- EUR 719 859
- USD 823 979
Until 06 Jun
- 1 day live online training
- Browser-based, no download usually required
- See presenters and interact with fellow attendees
- Download documentation and certification of completion
- Fair transfer and cancellation policy
Not ready to book yet?
for 7 days, no obligation
6 November 2025
Live online
09:00-17:00 UK (London) (UTC+00)
10:00-18:00 Paris (UTC+01)
04:00-12:00 New York (UTC-05)
Course code 15260
- GBP 499 599
- EUR 719 859
- USD 823 979
Until 02 Oct
- 1 day live online training
- Browser-based, no download usually required
- See presenters and interact with fellow attendees
- Download documentation and certification of completion
- Fair transfer and cancellation policy
Not ready to book yet?
for 7 days, no obligation
* Early booking discounts may not be combined with other discounts or offers. As such, the discounts for 2nd/3rd/4th delegates are based on the full price; and apply only when booking multiple delegates on the same date.
Italy
- Eni corporate university S.p.A.
- UFI Innovation Center srl
Denmark
- Welltec Manufacturing Center Completions ApS
Germany
- Carl Zeiss
Run State of the Art Searching Live online for your team
1 day
Typical duration
Pricing from:
- GBP 450
- Per attendee, based on 10 attendees
- Course tailored to your requirements
- At your choice of location, or online
We can customise this course to your requirements and deliver it on an in-house basis for any number of your staff or colleagues.
Contact our in-house training experts Aleksandra Beer and Yesim Nurko to discuss your requirements:
