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IP Litigation Deposition Supplement

Provides IP-specific deposition examination frameworks for patent, trademark, copyright, and trade secret cases. Covers inventor, infringer, licensing, and expert witnesses with question maps for claim construction, prior art, willfulness, Georgia-Pacific factors, likelihood of confusion, and trade secret identification. Use when preparing IP litigation depositions alongside @deposition-preparation and @deposition-expert-witness.

ID: us.ip.deposition-ip-supplement Version: 0.1.0 License: Apache-2.0 Author: CaseMark Language: en Added: 2026-05-27
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IP Litigation Deposition Supplement

IP-specific examination strategies for patent, trademark, copyright, and trade secret depositions. Supplements @deposition-preparation as the primary framework.

Quick Start

  1. Activate @deposition-preparation as primary framework
  2. Gather: IP registrations, prosecution history, claim construction order, licensing history, expert reports
  3. Identify case type below and select relevant witness frameworks
  4. For expert depositions, also apply @deposition-expert-witness

Case Types

Type Key Issues Key Witnesses
Patent Claim construction, infringement (literal/DOE), validity, willfulness, damages Inventors, R&D/engineering, licensing, technical/damages experts
Trademark Distinctiveness, priority, likelihood of confusion, willfulness, damages Mark owner, marketing, survey experts, damages expert
Copyright Ownership, originality, access, substantial similarity, fair use, damages Authors, access witnesses, similarity/damages experts
Trade Secret Existence, reasonable secrecy measures, misappropriation, damages Secret owners, accused misappropriators, security, damages expert

Examination Frameworks

Patent — Inventor

Topic Key Questions
Conception First conception date; problem solved; contemporaneous records; who was told
Reduction to practice Date; testing/prototyping; corroborating documentation
Prior art knowledge Known prior art; searches conducted; how invention differs from [specific ref]
Claims Understanding of claim scope; meaning of [disputed term]; relationship to accused product
Prosecution Involvement; review of office actions; reasons for amendments

Patent — Accused Infringer Technical Witness

Topic Key Questions
Product/process How [accused product] works; key components; development timeline
Design process Alternatives considered; why this approach; patent awareness; design-around efforts
Claim mapping Presence of [claim element]; how product performs [claim function]
Non-infringement Which limitation not met; how product differs from claims
Prior art Prior products/publications before patent priority date

Patent — Licensing/Damages Witness

Topic Key Questions
Licensing history Existing licenses; royalty rates; negotiation process; comparables
Commercial success Sales figures; success attributable to patented feature
Market Competitors; non-infringing alternatives; market share impact
Hypothetical negotiation Pre-infringement terms; Georgia-Pacific factors; royalty rate and base

Patent — Technical Expert

Apply @deposition-expert-witness plus:

  • Claim construction: Basis for construing [disputed term]; prosecution history; specification support
  • Infringement: Element-by-element walkthrough; physical exam of accused product; source code review (software)
  • Validity: Prior art considered; whether [reference] discloses [element]; PHOSITA motivation to combine

Patent — Damages Expert

Topic Key Questions
Reasonable royalty Methodology; Georgia-Pacific factors applied; comparable licenses; royalty base
Lost profits "But for" world; manufacturing capacity; non-infringing alternatives; market share methodology
Apportionment Method for isolating patented feature value; consumer demand driver analysis

Trademark — Mark Owner

Topic Key Questions
Creation/adoption When/who created; why chosen; first use in commerce
Distinctiveness Inherent or acquired secondary meaning; consumer recognition; advertising investment
Confusion Awareness of defendant's mark; actual confusion incidents; similarity; relatedness of goods
Damages Lost sales; goodwill damage; costs addressing confusion

Trademark — Accused Infringer

Topic Key Questions
Adoption When/who decided to use mark; prior search; awareness of plaintiff's mark
Intent Intent to trade on goodwill; legal advice; good/bad faith indicators
Confusion Known confusion incidents; misdirected customers/orders
Market How customers find and distinguish products

Trade Secret — Owner

Topic Key Questions
Identification Specific description; what makes it secret; development date and team
Secrecy measures Physical/electronic security; NDAs; need-to-know restrictions; training
Value Development investment; competitive advantage; cost of independent development
Misappropriation How defendant acquired secret; evidence; timing

Trade Secret — Accused Misappropriator

Topic Key Questions
Relationship Nature of relationship; access; agreements signed; understood obligations
Accused information Awareness of trade secret; how obtained; independent development evidence
Use/disclosure Use of information; third-party disclosure; relation to accused product
Notice Knowledge of confidentiality; steps taken regarding obligations

Document Focus Areas

Document Topics
Prosecution file Amendments, arguments, prior art, rejections
Invention records Lab notebooks, conception/RTP dates, corroboration
Licensing agreements Terms, comparability, negotiation history
Design/technical docs Development process, alternatives, product operation
Marketing materials Features emphasized, performance claims
Confidentiality agreements Scope, obligations, signatories
Source code Software patents, trade secret cases
Financial records Damages calculation support

Preparation Checklist

  • [ ] Review patents/registrations/trade secret identification
  • [ ] Review prosecution history and file wrapper (patent)
  • [ ] Map disputed claim terms and proposed constructions (patent)
  • [ ] Prepare claim element mapping chart (patent)
  • [ ] Identify prior art references and gaps (patent/copyright)
  • [ ] Understand accused product/process technical operation
  • [ ] Review licensing agreements and comparables
  • [ ] Prepare likelihood of confusion analysis (trademark — DuPont)
  • [ ] Review confidentiality agreements and secrecy measures (trade secret)
  • [ ] Understand damages theory and expert methodology
  • [ ] Review expert reports — apply @deposition-expert-witness

Pitfalls

  • Pin claim constructions before deposing technical witnesses — questions must track operative constructions
  • Lock inventors to specific conception/RTP dates with corroborating documents
  • Force precise trade secret identification before substantive questions — vague descriptions create indefiniteness defenses
  • Prosecution history estoppel: lock infringers into positions foreclosing DOE arguments
  • Cover all 15 Georgia-Pacific factors with damages witnesses; gaps invite Daubert challenge
  • Willfulness (§ 284): pre-suit patent knowledge required — establish/negate knowledge timeline
  • DTSA vs. state UTSA: confirm governing law; definitions and preemption scope vary
  • Copyright fair use: explore each of four factors independently with relevant witnesses

References

  • 35 U.S.C. §§ 101–287 (Patent Act)
  • 15 U.S.C. §§ 1051–1141 (Lanham Act)
  • 17 U.S.C. §§ 101–810 (Copyright Act)
  • 18 U.S.C. §§ 1836–1839 (DTSA)
  • Georgia-Pacific v. U.S. Plywood, 318 F. Supp. 1116 (S.D.N.Y. 1970)
  • Markman v. Westview Instruments, 517 U.S. 370 (1996)
  • Halo Electronics v. Pulse Electronics, 579 U.S. 93 (2016)

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