Schwartz's Story-for inventors only
"Innovators are reading my book as either a first step in their patenting gambit , as a pre-read for my course, or before using USTPO/PRESSMAN. The reason why is because it helps them "know what they don't know" about the complex domain of utility patenting, clarifying and refocusing their IP workflow. What’s unique about my book is that I simplify everything about patent drafting, turning it from an art to an engineering science. Specifically, I include an inside-out explanation of how to create utility-compliant patent using the Schwartz method, all in a one sitting non-legalese read, completely as seen from the innovator point of view,” says Schwartz.
Schwartz is not an attorney. As a serial inventor and entrepreneur he created and secured a storied patent portfolio on his original idea for a surface computer, all pro se. “I was a diligent consumer of all of the USPTO resources, as well as several editions of David Pressman’s book, thoroughly learning and applying his entire patent process over a 30 year patenting/licensing effort. Using Pressman's scrupulously updated information and clear instructions, I secured hundreds of non-infringed claims for my global patent portfolio," says Schwartz.
“However, I quickly found that the USPTO doesn’t really teach patent drafting, and as good a resource as Patent It Yourself was, it still took me over three years and expenses well over $100,000 to fund my effort, as I bootstrapped my patenting and licensing company. My biggest expense was a result of working with one of the top patent law firms in the country, Fish & Neave, to draft, file, prosecute, and go PCT on my first invention, a "hyperbinding book" (this was my seminal patent on a "surface" computer).
Patenting is a complex domain and the learning curve is steep and expensive. First I needed to fully understand if my invention was even patentable. That was the tip of the iceberg. Once I committed to patenting, it was day-one on my walk down the IP corridor of uncertainty. I took steps to evaluate the commercial potential of my idea, and performed the multitude of patent searches to establish novelty. I proceeded to learn the relevant patent rules on rejections before filing my provisional patent application and when preparing the flip of my formal patent application non-provisional for global filing. Next, I had to learn how to respond to patent examiner rejections for rules 101,102,103, 111, 112, and 113 with competent arguments to win favorable findings, on my way to securing a clean file wrapper, all the while navigating treacherous amendment steps. Finally, after all of that, I found it necessary to understand how to read the patent claims of potentially infringing devices to avoid litigation with any would-be copycats, so as to enforce and maintain my patents in the market and license them for self-sustainable royalties.
“After my patents expired, I took it upon myself to codify my patent- drafting method now called The Schwartz Method (TSM). The secret sauce in my technique was the step-wise development of a patent draft from the inside out, recognizing that the creation of a great patent application was the inverse of how it needed to be delivered to conform to MPEP rules. I released TSM in the form of my multi-level on-demand utility patenting course, which I now deliver in its third version as Intellectual Property BoostCamp on the advanced KAJABI learning management system.
I realized that as useful as my course was, to get TSM to become an industry standard drafting method, I needed to complement the course with a book so it could be more readily taught in law, business, and engineering schools. I knew that I owed it to other innovators to find an easier way to introduce them to the power of my patenting method and to show them a safer path to patent their visions. I also wanted to show all comers new and improved ways for patent counsel to work more cost effectively with their clients. So I have written a no-nonsense, comprehensive explanation, compliant with The Manual of Patent Examining Procedure (MPEP), focusing solely on the entire utility patenting process. I use non-legalese language and share how to avoid the various potholes on the journey down the IP corridor of uncertainty.
“Now that we are in the 10th year post AIA with first to file, and in-line with Pressman’s release of his 13th edition of Patent It Yourself, you can use IP SAVVYS and Patent It Yourself together to accelerate down your utility patenting learning curve.
Once you’ve read and understood my book (there is a free copy of Part 1 on my book website), and maybe even taken one of my IP-BC LEVELS (there is a free Starter-Kit on Fatal Patent Office Rejections, also on my book website), your first step will be to narrow down your best mode Preferred-Embodiment and “layman’s claim(s)” using The Schwartz Method (TSM).”
Next, use my DOC PAK guidance to refine your patent draft in the form of a document pack that includes all of the information needed to file a non-provisional patent application. Either work with your patent counsel or prepare to file your patent pro se with the USPTO, applying all of the on-line filing details including any changes in the EFS electronic patent filing system and technical filing rules.”
In tandem, working with patent counsel, and before your first office action, use Part 2 of my book to understand how to cut time and expense during prosecution, lead any responses and argue rejections by standing on your utility-compliant application, using my conversation-changing pointers. Do this and ensure you self-manage your way to an allowed utility patent with claims scoped to your business goals, all while saving up to 70% on your patent spend.”
Schwartz, creator and founder of Productive Education and the patent training division Eservgo, received his BSEE in Electrical Engineering from Cornell University where he was the MacMullen Scholar, his MSEE in Computer Science from MIT where he also taught incoming EE students, and his MBA from the Boston University School of Management. He was the founder of 3 Start-Up companies beginning with Productive Environments where he acquired his portfolio of 250 non-infringed claims over a pro se filing period of 20 years.
Schwartz shares more about the IP-BC course:
Even though the complete TSM method, including all of the drafting steps, are in the book...take it all the way with the IP-BC multi-level on-line course. The multi-level course was developed first and offers dynamic TSM documents and a 30-day Do-It-Yourself challenge to execute the utility compliant invention disclosure and non-provisional filing steps. The 30-day challenge is designed to enable users to prepare utility compliant patent application drafts with your own IP. This is the unique result you will achieve when you apply TSM. If you have an IP team you want to accelerate down the utility patenting learning curve, then have each member take the level of the course aligned with their patent role/tasking. Apply this "Do It Almost All Yourself (DIAAY)" patenting method and achieve your next level in patenting outcomes.
If you decide to take IP-BC , you will enjoy the invaluable dynamic documents that implement the multi-step "The Schwartz Method (TSM)." Use the documents on your private server and keep your invention as a trade-secret until publishing. With IP-BC, you keep all of your invention disclosures in confidence on your own computer. You never upload or put any of your content into the cloud…everything remains your trade secret.
Your initial charge for the course is based on the level you selected. After course level selection, you're given access to reuse all of the TSM tools at will, drafting and filing on derivatives or new inventions. There are no other charges.
When you do file, you will be responsible for patent counsel fees as well as the applicable patent office fees. Levels are ENTRY, INTERMEDIATE, ADVANCED, and ADVANCED-PRACTITIONER. You can start anywhere and upgrade at will for only the price difference.
