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Management Forum

State of the Art Searching Training Course

Learn when and how to perform a ‘state of the art’ patent search. 

12-13 October 2023
from £499

Need help?  Enrol or reserve

  • Format: Live online
  • CPD: 6 hours for your records
  • Certificate of completion


Learn when and how to perform a ‘state of the art’ patent search. 

This course will provide guidance on how to choose content, how to put together and execute a search strategy, and how to analyse and report on your findings.  

The emphasis here is on patent searching, but depending on technical field, you might want to search other content. We will consider when and how to include other literature in your state of the art review. State of the Art search needs to be broader than a typical patentability search. This course will teach how to balance recall and precision, and the importance of relevance to get good results. The emphasis is on practical use of patent classifications, patent citations and name searching to build a collection for an initial state of the art review.

Of course the state of the art changes continually! To complete the course you will learn about keeping up to date with state of the art by setting up technology patent monitoring processes. 

This course is part of our collection of IP & Patents Training Courses.

Who should attend?

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 for:

  • IP managers
  • Patent research specialists and analysts
  • Technology Transfer Officers
  • R&D Leads 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.

Enrol or reserve

The State of the Art Searching course will cover:


  • What do we mean by State of the Art (SoA)?
    • Background and definition
  • Planning and searching a SoA
    • When to carry out the search (pre-filing, pre new R&D direction).
    • Scope of the search

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 rerunning the searches
  • Dissemination of the results

References for further study

Enrol or reserve

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   
  • Secretary of PatCom, the group of commercial patent information providers ( since 2014. 
  • In 2015 Jane List co-founded The Cambridge Information and Intellectual Property Meeting ( 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.

More details

Book State of the Art Searching Live online training

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

12-13 October 2023

Live online

13:30-17:00 UK (London) (UTC+01)
14:30-18:00 Paris (UTC+02)
08:30-12:00 New York (UTC-04)
Course code 12682

  • GBP 499 599
  • EUR 719 859
  • USD 823 979

Until 07 Sep

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* 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.

Multiple colleagues? See above for details of our discounts for 2, 3, or 4 delegates. For more, talk to one of our training experts to discuss how to:

Run this course conveniently and cost-effectively in-house for your staff and colleagues

Aleksandra Beer

Aleksandra BEER
Training expert

Yesim Nurko

Training expert

+44 (0)20 7749 4749