Scientific Evidence and Expert Testimony: Patent Litigation  -  Fall 2006                                    Prof. Morris


Last modified 11/27/06 at 10:00 p.m.

USEFUL EARLY LINKS
Course Description

Consent Form

A few FAQs about class meetings
Acknowledgments
SUBDIRECTORIES
   - The POWERPOINT Directory index
   - The READINGS (other than those on CourseWork)
   - Assignments
   - Information about Final Projects (Simulations)

Schedule (Subject to Change) - Current week has colored background.

Wk
Date Stus
Subject Readings
Written Assignment
1
09/06 L only
1  Introducing Ourselves
2  Review of Patent Law
)Questionnaire
)
Please submit the questionnaire
by 9/6 at noon.
3  How the Course Will Work How - Work Click here for the questions about these readings that you must answer by email by 9/6 at noon.
4  Expert Testimony in a Real (OLD) Case Gould v. Schawlow
2
09/13 L only
1 Finish Discussion of Gould/Review its patent law Gould v. Schawlow Please re-read what you wrote last week for the submitted assignment as well as any annotations on your copy of the case.
2  Transcript: Ampex v. Mitsubishi



Luke Vol. 1 (direct)
Luke Vol. 2 (cross)
Fig. 4 of the 4,212,027 Patent.
    Please don't look at the entire patent yet, however.  See Written Assignment.
Excerpts from Judge McKelvie's Claim Construction (dated 3/14/97)
Click here for the questions about these readings.  Your comments are due 9/12 at noon.  The comment^2 assignment will be emailed once all the comments have been handed in, and a copy of the email will be linked here.  Comment^2s are due on 9/13 at noon.
3

09/20

L only

1 Ampex Claim Construction
Excerpts from Judge McKelvie's Claim Construction (dated 3/14/97) Review the Claim Construction opinion, especially the italicized questions.  Each of you will lead the discussion about one of those points.  See assignment.
2  Statutes and Court Rules concerning Patent Cases generally and Expert Testimony in particular
Local Rules for Patent Cases:  NDCal and elsewhere, in whole or in part..
Individual written assignments will require you to compare NDCal (link to the pdf of the rules on the court's website) to either EDTex, NDGa or WDPa (Patent Rules are on pdf pages 103-112), or to research other courts' rules that mention patent cases in connection with costs, special masters, consolidation of cases, and ADR.
Federal Provisions:  Federal Rules of Civil Procedure, Federal Rules of Evidence, a Federal Statute, and the Patent Office rules for expert testimony before the BPAI
Check these out.  You've probably seen some of them before, but it doesn't hurt to read them again.  Key words are in boldface to make it easy to find what you care about.  There's a quick question about them at the end of the week's assignment.
3 Scientific Experts and the Issues They Can Address in Patent Infringement Litigation
Nothing extra.
Make a list. Be as specific as you can.  ("Validity" would be too broad.)
4
09/27
G only for first 1/2 hour
1  Introducing Ourselves, and  How the Course Will Work
Questionnaire
How - Work for Grad Students
Please complete the questionnaire and email your answers by Tuesday, 9/26 at noon.   Please also sign the contract.
L & G from 4:45 2  What does a patent look like?  What does an expert do with it in a patent infringement lawsuit?
Look over these two patents:
4,363,877 (patent in suit in UC v. Genentech)
5,440,842 (patent in suit in Sorkin)

See assignment
G:  Write 3 questions for your lawyers to answer about patents in general or about either one of these patents in particular. 
L:  one of the patents:   What issue jumps off the page? (If you choose Sorkin, please answer before reading the case.)
3 Scientific Experts in the Courts:  Daubert L & G:  Daubert:  Read it if you never have read it before; otherwise just refresh your recollection.
G only:  Your assignment is to write 3 questions for your lawyers to answer about Daubert.
4  Daubert in Patent Cases (Liability Issues Only) L only:   Carnegie Mellon, Sorkin, Pharmastem (excerpts)  L only:  Read the cases (see assignment) and make some slides to explain the key points to the grad students.
5
10/04
L & G
1  Ampex - Norm Beamer, the Examining Attorney answers your questions, including the ones you don't know toask.
Luke Vol. 1 (direct)
Luke Vol. 2 (cross and re-direct)
Fig. 4 of the 4,212,027 Patent.
G: Read the transcripts.  Plaese defer reading the patent until you really need to (see assignment).
L: review the transcripts and patent.
G: See assignment.
L:  See assignment:  Please pose 2 questions for Attorney beamer.
2 Finish Daubert Discussion from Week 4
L:  Same as Week 4, items 3 and 4
G:  Same as Week 4, item 3
Nothing new, but please review your comments and (L only) comment^2s from Week 4
6
10/11
G only
1 Instant Patent Law; Instant Civil Procedure
My 2002 PPT for the Global Product Realization Course (slides 1-36, especially)
Pick three things for me to explain further. See assignment.
2 Daubert in Patent Cases
Carnegie Mellon, Sorkin, Pharmastem (excerpts); review Sorkin patent if needed;  law students answers to your questions about Daubert.. Review everyone's questions about Daubert, and the law students' answers to them.  Write two more questions about the excerpted patent cases (see assignment).
3 Finding likely patents
Briefly review a patent in your field.
Choose a patent whose number appears on some equipment in your lab, whose inventors are your colleagues or are in rival research groups, or that is referenced in a journal article.  See assignment.
7
10/18
L&G
1  Daubert: itself, in patent cases; on remand Daubert (9th Cir. 1995)[Fun(not assigned):  Kozinski's Syufy Opinion (find the 215 movie titles embedded in it) and Syufy Rosetta Stone (1992 BYU LRev 457 (1992)(movie titles underlined).]
Review the previous assignments on the Supreme Court Daubert  decision and the Daubert patent cases, as well as your comments on them.  See assignment.
2  Transcripts:  UC Berkeley v. Genentech Subset (see assignment) of testimony by Siegel (PO's tutorial witness) or Campbell (AI's infringement witness).  The transcripts are all on courseworks, as are PO's animations (if the library succeeds in uploading them) and the patent in suit, 4,363,877. Each of you will read part of one witness's transcript and will look for two (just two, not three; but not one, either) things we should learn from those pages about the use of experts in patent cases.  See assignment. Feel free to look over the rest of the transcripts (which you may be assigned to read later anyway), as well as the video and the patent.
8
10/25
L & G No class on Wednesday; Conferences All Week
Read your patent.  Obtain its file history (with my assistance), and begin to read it.
With your teammates and me.  Due Friday, 10/27 (?).
pre-9
10/31

Drop in - room 95, 3:45 to 5:45 for more instant patent law, or questions about claim charts and drafts.
N/A
N/A
9
11/01
L & G 1  Summary Judgment Motions, Claim Chart, and Expert Declarations  Read your patent and its file history.
For Wednesday at noon:  Working with your teammates, prepare a first draft of at least the first column of your claim chart. for whatever claim you decide to litigate.   Also submit a 1-page outline of  [L] your summary judgment motion brief  or [G] your expert declaration (grad students). See asignment.
2  The Ordinary Artisan v. The Expert Hot New Case: Alza v. Mylan (Fed Cir 9/6/06)
For Tuesday at noon:  See assignment.
3  Patent Expert Witness Tells All: Berkeley EECS Prof. Jeff Bokor describes his experiences in some ten cases.
None.
For Tuesday at noon:  Write 1-3 questions or question sets to send Jeff.  See assignment.
10
11/08
L & G No class on Wednesday; Conferences if needed, by appointment or drop-in Tuesday afternoon, 11/7, room 95, from 3:45 to 6:45. 
Fun (not assigned): Back to the Future - Parody of a Fed Cir decision on the On-Sale Bar
11
11/15
L & G Oral Arguments and Discussion of Expert Declarations
Read and reread your patent and its file history, especially amendments, and then look back to the office action that precedes them, and the prior art cited there.
No written assignment, but prepare a 5 minute oral presentation on the affirmative issue for your side.  Law students:  speak about  the substance of your summary judgment motion, with particular reference to the CLAIMED invention.  Please omit the standards for summary judgment and the law on your issue unless it is significant on YOUR facts.  Assume your audience knows all those things.  Graduate students:  speak about the technology of the CLAIMED invention (and see 11/13 email).  EVERYONE:  tie your discussion to the words of the claim, whether you are discussing prior art/invalidity or an accused device/infringement.  WHO GOES FIRST, lawyer or expert?  That will depend on your argument.  In some cases, POs especially may want the expert to go first, to help us understand the claimed invention and the art.  In other cases, the technology and the art may be simple enough, at least as to the claimed invention and the issue you have chosen, that the expert can go second, amplifying and supporting what the lawyer says. 
12
11/22
L & G No class - Thanksgiving holiday/alternate schedule for both grad and law schools.  Conferences can be scheduled Mon-Wed as needed..

Optional: Submit a draft of your direct examination script for comment within 24 hours.   See assignment:  Please submit drafts beforeWednesday 11/22 at 3 or after Sunday 11/26 at noon.
13A
11/28
L & G Simulations - '326 Team (Huang - Barlian v. Rosas - Zhang)
Judges:  Emily Evans, Esq., Gabrielle Higgins, Esq., Irvin Tyan, Esq.
Email to judges.
No written assignment, but 4 of you will have to write critiques of the '326 Team, due by 12/06 (see assignment).  Critiquers:  Adam (Henry);  Jason (Ann Marie); Chrissy (Alvin); Fernando (Angela)
13B
11/29
L & G Simulations - '574 Team (Eltoukhy - Amat v. Fan - England)

No written assignment, but 4 of you will have to write critiques of the '574 Team, due by 12/06 (see assignment).  Critiquers: Ann Marie (Adam); Henry (Jason); Lisa (Fernando); Angela (Jeremy).
14
12/06
L & G Simulations - '786 Team (Perlson/Brown)
Party and Debriefing.

No written assignment, but 2 of you will have to write critiques of the '786 Team, due by 12/08 (see assignment), Critiquers:  Alvin (Lisa); Jeremy (Chrissy).