Introduction to the PDG Dr. Thomas Lorenz, PDG President Bettina de Jong, PDG Vice President Presentation to Spanish Companies at EPO Patent Information Conference 2016 – Madrid 10. November 2016

Agenda Introduction of PDG Organization and activities of PDG Advantages and benefits of participating in the Group Terms and conditions of membership Question time 10.11.2016 PDG – EPO-PIC 2016, Madrid

Who are the PDG? Founded in 1957 The objective is to facilitate and promote the efficient and effective use of patent information Non profit organization Registered in Switzerland 10.11.2016 PDG – EPO-PIC 2016, Madrid

What is the PDG ? 38 corporate members ABB Lanxess Agfa Graphics L'Oreal AkzoNobel Lundbeck ASML Merck KGaA AstraZeneca MSD BASF Nestec Bayer Novartis Beiersdorf Pfizer BMS Philips Boehringer Ingelheim Procter & Gamble BP International Robert Bosch Clariant International Sanofi DSM Shell International Elanco SIEMENS Evonik Solvay F. Hoffmann-La Roche Syngenta ThyssenKrupp GlaxoSmithKline Total Research Henkel Unilever IFPEN 38 corporate members From different industries Chemicals, Pharma, Electrical, Consumer Goods, Automotive, Oil and Gas, Cosmetics, Health Care, Agriculture… 4 PDG members among the top 10 EPO applicants PDG cooperates with all stakeholders Regular high-level meetings with EPO, WIPO, IP5 and individual patent offices 10.11.2016 PDG – EPO-PIC 2016, Madrid

If Patent Information is made available by Patent Offices and Providers – What is the Problem ? Quality issues in daily data supply Today, we need global patent data including utility models Language barriers have become a determining factor in using patent information Increasing number of commercial patent information offerings Well, as long as Patent Offices publish their patent information and commercial providers offer these with cost to the public, where is the problem? Some basics explaining the framework in an industrial company will reveal the challenges. Today, our business is global. Only in a few cases we reduce our focus on specific regions, e.g. in FTO for a country. For the rest we need nearly all countries, and all data. But we are struggling with the massive increase of documents. We have seen an increase of filings from 1,5 Mio in 2003 to now more than 2.7 mio patent applications filed every year! With the growing number of countries entering the global IP scene the language becomes a determining factor for users to access patent information. And, not to forget, standardization is a slow process: users are confronted with numerous data formats, numberings systems or codes. We rely not only on raw data but also on added-value data as they offer often a more efficient access e.g. via abstracts instead of full texts. But: the commercial providers are dependent on high quality raw data and the willingness of offices to provide data – in time and to marginal costs without considering them a source for making money. Consequently, I believe that we need an intensified cooperation between offices and users as we have similar needs! [3.30 min] We need an intensified cooperation between patent offices, commercial providers and users as well as a better exchange among ourselves! That is exactly what the PDG stands for 10.11.2016 PDG – EPO-PIC 2016, Madrid 5

Annual Members’ Conference PDG Organization Meetings Annual Members’ Conference PDG - Board Secretary General Groups Working 10.11.2016 PDG – EPO-PIC 2016, Madrid Ihr Name

PDG VISION future today Patent information is largely available and accessible Comprehensive patent information is available and usable to support PDG members reaching their business goals today 10.11.2016 PDG – EPO-PIC 2016, Madrid 7 Ihr Name

PDG Mission Striving to ensure that comprehensive patent information is made available and can be used by PDG member companies in an effective and efficient manner Exchanging of knowledge and experience among PDG member companies Debating, discussing and encouraging improvements and new developments in patent information services with third parties active in the field of patent information Sharing searching practices among PDG-members to enhance professional skills Exploring future services (semantic searching, etc.) 10.11.2016 PDG – EPO-PIC 2016, Madrid

PDG Values Basis of our actions are the PDG Statutes, the approved strategy and the Guidelines on Anti-Trust Trustworthy relationships among ourselves and with external parties Open discussion and sharing of information, experience and best-practices amongst members Close collaboration in working groups Active participation of all members Open to new members 10.11.2016 PDG – EPO-PIC 2016, Madrid Ihr Name

PDG Main Working Groups IMPACT on the provision of patent information globally; data quality, availability, timeliness and user-friendly access Discussions with providers on strategic issues to influence the development of products Advising providers and exchanging knowledge and experience in the field of patent information search & retrieval Exchanging knowledge and experience and advising providers in the field of patent information analysis & visualization 10.11.2016 PDG – EPO-PIC 2016, Madrid Ihr Name

Typical Agenda for a Working Group Meeting 10.11.2016 PDG – EPO-PIC 2016, Madrid

10.11.2016 PDG – EPO-PIC 2016, Madrid

Day 2: Session with Providers 10.11.2016 PDG – EPO-PIC 2016, Madrid

Major Advantages and Benefits of PDG Membership (1) PDG membership is made up of top tier innovation-driven companies from a wide range of technology areas, often the leaders in their fields. Participation supports member companies' reputation as industry leaders in IP The wide range of activities and information exchange leads to a better  understanding of  industry trends and forecasts which help PDG members to make educated decisions and prepare strategic plans PDG members exchange experience about the use and value of information resources and vendor reputations (within the limits of our anti-trust guidelines).  In this way, we share our workload and save resources All member interactions are based on trust, so that we do not discuss anything that would directly impact on the areas where our companies compete 10.11.2016 PDG – EPO-PIC 2016, Madrid

Major Advantages and Benefits of PDG Membership (2)   Major Advantages and Benefits of PDG Membership (2) The PDG is a highly respected key opinion leader with regard to patent information provision at the EPO and beyond PDG Members meet regularly with information providers and patent offices to initiate, discuss and advise on strategic issues The PDG supports and encourages information providers to develop new products and improve their existing systems and services The PDG works closely with the EPO and the national patent offices and has an official observer status at WIPO (World Intellectual Property Organization) The PDG liaises closely with other organizations such as CEPIUG, P-D-R, PIUG, JIPA, as well as with BusinessEurope 10.11.2016 PDG – EPO-PIC 2016, Madrid

Major Advantages and Benefits of PDG Membership (3) PDG Members benefit from participation in the activities of the PDG’s Working Groups or by attending the PDG’s Annual Members’ Meeting The PDG offers a great stage for networking with peers, learning, pursuing personal professional development and benchmarking. Friendly platform to expose yourself Staying on the cutting edge of information technology Tips & tricks on several topics Platform for discussions with patent offices and information providers in order to better advocate our interests PDG members discuss staff roles and responsibilities, share practical insights, exchange knowledge, experience and ideas. All are connected to our daily work in patent information 10.11.2016 PDG – EPO-PIC 2016, Madrid

PDG Membership Terms & Conditions Corporate membership only Open to companies actively engaged in industrial R&D Members have a major presence in Europe Members have an active patent and / or patent information department and have professional staff engaged in patent information activities Members are expected to participate actively in the work of the PDG Decisions on acceptance of application for PDG membership is made by existing PDG Main Delegates Moderate annual fee for corporate membership currently € 1,500 PDG membership is corporate based not individuals based. Member organizations should be research based companies with a major presence in Europe. And – within their industrial sector they play a significant role. Member organizations are expected to have an active patent or patent information department and staff engaged in patent information activities. Member companies are expected through their main delegate or other interested staff to participate actively in the work of PDG by actively participating in working groups or meetings. 10.11.2016 PDG – EPO-PIC 2016, Madrid

PDG Membership For further information see: www.p-d-g.org If you want to apply for PDG membership please contact Dr. Alexander Mullen PDG (Secretary General)  alexander.mullen@p-d-g.info 10.11.2016 PDG – EPO-PIC 2016, Madrid

Thank you for your attention ! Any Questions ?

Five main focus topics of the PDG Working Group IMPACT Worldwide networking with main patent offices to communicate our members’ needs Coordinating the requirements of the global user community with regard to complete, reliable, in time and standardized legal status data The leading voice with regard to high quality of the main classification systems: IPC, CPC, F/FI terms Making patent information more user-friendly via standards on WIPO level as an observer organization Actively involved in the initiatives of the five largest patent offices as part of the IP5 Industry delegation 10.11.2016 PDG – EPO-PIC 2016, Madrid

PDG Aims Maintain PDG position as acknowledged partner of EPO, WIPO, national patent offices and user organizations Enhance further PDG collaboration with organizations worldwide for matters relating to harmonization of patent information e.g. with BusinessEurope in IP5 activities Strengthening the role as a leading partner for commercial providers with respect to patent information services and tools, at a technical and strategic level Encourage personal development of staff of member companies Maintain diversity of membership with respect to industries and their regional coverage within Europe 10.11.2016 PDG – EPO-PIC 2016, Madrid Ihr Name