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Technology Tutorial: The Parties have proposed a technology tutorial be

presented to the Court.

Dated: January 27, 2015 HANDAL & ASSOCIATES

By: /s/ Pamela C. Chalk

Anton N. Handal

Pamela C. Chalk

Gabriel G. Hedrick

Attorneys for Plaintiff

e.Digital Corporation

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U.S. district court judges often lack the scientific or engineering background to fully understand the issues in highly technical patent cases without outside assistance. And ever since the Supreme Court’s Markman ruling in 1996 finding that claim construction – the interpretation of the words of a patent claim – is a task given over to the judge, it has been more important than ever for judges to get a solid working knowledge of the subject matter of a case.

Judges now routinely convene so-called Markman hearings, also known as claim construction hearings, before trial to help them in their task of claim construction, which is at the core of many patent disputes. Many patent lawyers say the Markman hearing has become second in importance only to the trial itself.

In a Markman hearing, judges must resolve all the disputes about the interpretation of a patent and must construe the claims for trial. The Markman hearing is therefore a key opportunity for both parties to guide the judge through the thicket of the evidence and to help him or her understand the case.


There are a number of ways to give the judge the needed guidance. One of them is a patent tutorial, which is generally presented months or weeks before the Markman hearing, in the form of a 30-minute factual documentary presentation that explains the technology. Typically, each side is given the chance to create a tutorial, which must stick to the facts and must not be argumentative. The tutorial can be presented either live, usually using a combination of PowerPoint and Trial Director, or as a DVD with a voice-over.

“Often judges will request a brief tutorial on the technology of the patent either before or in conjunction with the Markman hearing. This is a great opportunity to stage your case in your favor. Lawyers often hire graphics consultants to help create insightful and persuasive graphical animations and tutorials for the judge. This is costly, but it is money well spent as most U.S. judges do not have technical backgrounds.”

Indeed, the use of Markman hearings is expanding in the courts and in administrative hearings. Judge Davis in EDTX is holding Markman hearings early in a case, so-called mini-Markmans, in an effort to resolve cases more efficiently. In the International Trade Commission (ITC), Markman hearings were introduced in 2009. Patent tutorials are used in many of these cases as well, so their use is also on the rise.

Use of Tutorials, Experts, and Advisers in Claim Construction
Claim terms are interpreted from the perspective of a person having ordinary skill in the art as of the time the invention was made. Thus, the parties will need to educate the court about the science, technology, and perspective of a person having ordinary skill in the art as of the time period of the invention. The most common vehicle for accomplishing this task is the use of technology tutorials typically done in connection with a Markman hearing. In addition, courts occasionally go a significant step further and appoint a technical advisor, special master, or expert for the court. Table D
summarizes the principal characteristics of these educational aids.
a) Technology Tutorials
Technology tutorials can be especially helpful in educating the court about the underlying technology. While tutorials will always be shaped by the issues the partiesare litigating, the goal of the tutorial should be to give the court neutral, usefulbackground information about the technology.
Cases vary widely on the need for technology tutorials. Some cases need little
more than a brief introduction by the lawyers at the Markman hearing. Others may
2. Technical Advisor
3. Special Master
4. Expert Witness
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