Patent Documentation Habits

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Patent Documentation Habits

Topic: Bio Break
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From bound notebooks to digital filings

In this Bio Break episode, Nick Allan and Nigel Syrotuck dive into the evolution of patent documentation habits in engineering and medical device development. Nick shares his long-standing habit of keeping a bound, numbered engineering notebook—a tradition rooted in how patents used to be secured before 2013.

Back then, the patent system operated on a “first to invent” basis. That meant having a detailed, dated, and witnessed notebook could make or break a patent claim. As Nick explains, every page was written in ink, bound, and authenticated by a colleague’s signature. These practices not only kept engineers organized but served as legal proof of originality and invention timing.

The shift to “first to file”

Nigel notes that the system has since shifted to “first to file.” Now, whoever submits their patent application first holds the rights, regardless of prior documentation. Nick acknowledges the change but continues his old routine, calling it a useful habit carried over from an earlier era. The notebook, once vital evidence in patent disputes, now stands as a symbol of discipline and thoroughness in engineering practice.

The two discuss how this shift may make the system simpler but could also open the door to opportunistic filings. Still, as Nigel jokes, Nick’s dedication to note-taking proves that some traditions in engineering are worth keeping alive.

Why old habits matter

Today’s innovators may not need bound books to secure intellectual property, but documenting ideas remains essential. Good records support collaboration, accountability, and innovation continuity—principles that haven’t changed since the ink-and-paper era.

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Thumbnail showing “First to Invent” with yellow exclamation marks transitioning via red arrow to “First to File” with a folder of patent documents, illustrating the shift in patent rules discussed in the Bio Break episode.

Patent Documentation Habits

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