Level 1 Certification workshop

Master the DFP tools for effective patenting

Design for Patentability™ Institute is conducting DFP certification training of Levels 1-3 as well as DFP project facilitation that has resulted in many hundreds of patented solutions in the USA, South Korea, India, Japan, China, Germany, Italy, Russia and many other countries.

Level 1 Certification DFP Workshop presented below, enables the participants to master the DFP tools needed for competitive patent circumvention, boosting up the patentability criteria, performing innovative product hybridization resulting with patentable solutions.

The attendees with get Level 1 certification in DFP as well as Level 1 certification in TRIZ (Theory for Inventive Problem Solving) from the International TRIZ Association (MATRIZ).


There is 1.5 hours of hands-on practice every day.


1. Intellectual Property in general. Patents in engineering:

  • patent application requirements:
    • Subject matter eligibility
    • Novelty
    • Non-obviousness (inventive step)
    • Usefulness
  • designing improvements over an issued patent and issues with Doctrine of Equivalents:
    • Doctrine of Equivalents major concepts
    • Merging devices together (hybridization)
    • Substitution of components

2. Analytical Tools for DFP (devices):

  • Independent Claim decomposition
    • Decomposition rules
    • Possibility of bringing in Supersystem components
  • Ghost components™ . Examples of Ghost components™.
  • Interaction Matrix and its outcome
  • Independent Claim function modeling – rules, recommendations, ranking


Q & A

3. Tools for designing innovation strategies on competitive patents:

  • Technology-Function Matrix
  • Function – X-parameter Diagram
  • “Value change for X-parameters” criteria (one of KPI)

4. Trimming as a DFP multi-purpose tool (for devices):

  • Rules of Trimming
    • Rule selection
    • Recommendations for each rule
  • Partial Trimming
  • Virtual Trimming
    • Cases of Virtual Trimming
  • Trimming applications for DFP:
    • Innovation scenarios building
    • Patent circumvention and patent KPI (Key Performance Indicators)
    • Patent strengthening

5. The Strategy of competitive patent circumvention by Trimming:                         

  • Specifics of function analysis for patent circumvention:
    • Level of performance
    • Ranking
  • Algorithm of competitive patent circumvention
  • Recommendations for trimming scenario selection
  • Partial Trimming for patent circumvention
  • Dragon Patents™ and how to deal with them


Q & A

6. Problem Solving tools for DFP. Function-Oriented Search (FOS):

  • Major concepts of FOS:
    • Expanding and the rules of expanding
    • Narrowing down to Leading Areas
  • FOS algorithm
  • Leading Areas and recommendations for selecting them.

7. The Strategy of competitive patent circumvention by Substitution:

  • Strategies for selecting a component for substitution
  • Issues with the Doctrine of Equivalents:
    • Non-literal infringement
    • Definition of an equivalent
  • Using FOS to avoid patent infringement
  • Substitution strategy and Prosecution History Estoppel

8. The Antidote Strategy for patent application strengthening:

  • Other side of competitive patent circumvention
  • Using the strategy on patent applications
  • Using the strategy on issued patents

9. Problem Solving Tools for DFP. Resolving Technical (Engineering) Contradictions:

  • Trimming and Substitution engineering problems
  • Types of engineering problem modeling and tools for processing the models
  • Modeling engineering problems as Technical (Engineering) Contradictions:
    • IF-THEN-BUT format
    • Contradiction Matrix and Inventive Principles
    • Interpreting Inventive Principles into inventive ideas


Q & A

10. Problem Solving Tools for DFP. Resolving Physical Contradictions:

  • Modeling an engineering problem as a Physical Contradiction
  • Algorithm for resolving Physical Contradictions:
    • Separating contradictory demands
    • Satisfying contradictory demands
    • Bypassing contradictory demands
  • Using FOS for resolving Physical Contradictions

11. Attribute Analysis for competitive patent circumvention:

  • Attribute Analysis of the claim components
  • Attribute types:
    • Conditions, state and time
    • Location and positions
    • Mobility and direction
  • Conversion of the Attributes
  • Resolving Attribute problems as contradiction or/and function models

12. Boosting up NOVELTY criterion of patentability:

  • Resource Analysis and latent functions for novelty:
    • Algorithm for identifying latent functions
  • FOS as novelty source:
    • Function chains

13. Innovative Hybridization – Alternative System Design:

  • Hybridization Approach, its types and “non-obviousness”/inventive step:
    • Transferring the needed feature together with a physical component
    • Transferring one the feature without any physical component
  • Feature Transfer Algorithm


Q & A

14. Innovative Hybridization – Alternative System Design (cont’d):

  • “Mixtures” approach
  • Multiple-Loop Feature Transfer
  • Hybridization with “neutral” system

15. Boosting up “non-obviousness”/inventive step patentability criteria:

  • Function modeling parts of the hybrid
  • Performing the Attribute Analysis of the hybrid parts
  • Establishing cross-linking for “non-obviousness”

16. Introduction to Trends of Engineering System Evolution:

  • System of Trends of Engineering System Evolution
  • Trend of Transition to the Supersystem and its mechanisms
  • Trend of Increasing Dynamization and its mechanisms

17. Picket Fence Strategy on competitive patents:

  • Surrounding the competitive patent with the TESE improvement fence
  • Using the approach for developing dependent claims for your patent application

18. Preview of L 2 Certification Workshop:

  • Circumvention of patents on processes (methods)
  • Development of patent firewalls and tools for that
  • Identifying “white spots” for patenting
  • New DFP problem solving tools
  • Trends of Engineering System Evolution (part A) and using them for developing dependent claims.


Q & A

Design for Patentability Institute