WPC' Jc0ưϣVuF}:?ˆ!BvTKs2oZX@ߔc熏>8#-AӇK.D} ۱D[LnLDmvB,mMǛ޻3O#&k0U{/fJY|"ynQA4֐&~X5XXfA t%_Po҇-r,nAz*WzqFp  zb V<(ᕆOnyV@4lyv02/+Mi;W#EitFx#vN_W+N*Y's3D k%[h_[]nci t 8`buhG; 1d\1Uy_2UNrQZ|z tal v(`>]pU&wAMVaBZ#U N % 0j 0s U@ UB9 ^ { w 4   m N  0U 0& 0 0 0 0 0 0o 0F 0C 0] 04 0 0 0 0r 0: 0 0@ 0 0 0 0r 0= 0 0 08I e 4 8  4 4!4! 0)! 0D!4"4/"4C"4W"4k"4"4"4"4" 0N""4#a1#4$4$4$4$$$%%$%7'4M'a'w'4'''''''''' B'\\TXSH\42DC-Front1-P1-PA.HO.SDTX0(9 Z6Times New Roman RegularX(B)$        USUS.,(^3$ )!        USUS.,  (9 Z(Times New Roman \  `*Times New RomanTTO}^7 e]7Pages3|x U *+ (_2623  ..*G+M (_25   /%` ` hp x /23  ..  5+ ` hp x 5  *D+M (_24   ," hp x ,23  ..  5+ ` hp x 5  *A+M (_23  ` ) hp x )23  ..  5+ ` hp x 5  *>+M (_22   &hhp x &23  ..  5+ ` hp x 5  *;+M (_21   #p x #23  ..  5+ ` hp x 5  *8+M (_20  h  p x 23  ..  5+ ` hp x 5  *5+M (_19   pp x 23  ..  5+ ` hp x 5  *2+M (_18    x 23  ..  5+ ` hp x 5  * (_1723  Ԁ*GM (_16   /%` ` hp x /23  Ԁ  5+ ` hp x 5  *DM (_15   ," hp x ,23  Ԁ  5+ ` hp x 5  *AM (_14  ` ) hp x )23  Ԁ  5+ ` hp x 5  *>M (_13   &hhp x &23  Ԁ  5+ ` hp x 5  *;M (_12   #p x #23  Ԁ  5+ ` hp x 5  *8M (_11  h  p x 23  Ԁ  5+ ` hp x 5  *5M (_10   pp x 23  Ԁ  5+ ` hp x 5  (2M &_9    x 23  Ԁ  5+ ` hp x 5  ( &_823  (GM &_7   /%` ` hp x /23   5+ ` hp x 5  (DM &_6   ," hp x ,23   5+ ` hp x 5  (AM &_5  ` ) hp x )23   5+ ` hp x 5  (>M &_4   &hhp x &23   5+ ` hp x 5  (;M &_3   #p x #23   5+ ` hp x 5  (8M &_2  h  p x 23   5+ ` hp x 5  (5M &_1   pp x 23   5+ ` hp x 5  &2M $_    x 23   5+ ` hp x 5  http://www.txs.uscourts.gov PDFWriterhttp://www.txs.uscourts.gov  9 PDFWriterPDFWriterPDFWriter(^(34$ )!        USUS.,      0  (#$  0  PDFWriterPDFWriterPDFWriterPDFWriterPDFWriterPDFWriterPDFWriterPDFWriterPDFWriter(O$PDFWriter W )      USUS.,  _XXXX,,XX#XX,,#"US .!,,XX#,,,,a##XX,,#@*PDFWriterPDFWriterPDFWriterPDFWriter           )      USUS.,  _ @ XXXX,,XX.`,PN:\Patent Rules\Patent Rules.9-12-07.wpd`N:\PatentRules\PatentRules.9-12-07.wpd/  #XX,,#Ԁ"US .!,,XX , 071030.1042!  #,,,,m##XX,,#   PDFWriter      PDFWriter  e     d )!        USUS.,  _eXXXX J}XX@/_R 8XXdd8  HNMNN_ TWFeUOaGNKOa @[[ #XX}# \|XRulesofPracticefor    PatentCases : I  intheSouthernDistrictofTexas#XX| \|##XXXX{#  $t   (EffectiveJanuary1,2008)  ^ -  1. @ SCOPEOFRULES  :   ! 4 X! XX11.0  Title.  b(#(#   ThesearetheRulesofPracticeforPatentCasesbeforetheUnitedStatesDistrict `  CourtfortheSouthernDistrictofTexas( PatentRules,tobecitedas P.R.__). `   12.0  ScopeandConstruction.` (#(# $ , 4 $   (a) ` ThesePatentRulesapplytoallcivilactionsfiledinortransferredtothe  \ SouthernDistrictofTexasthatallegeclaimsforpatentinfringementinacomplaint, ` counterclaim,crossclaimorthirdpartyclaim,orseekadeclaratoryjudgmentthatapatent ` isnotinfringed,isinvalid,orisunenforceable(a patentclaim). `   (b)  ` Thepresidingjudgemayaccelerate,extend,eliminate,ormodifythe ` obligationsordeadlinesestablishedinthesePatentRulesbasedonthecircumstancesofa d particularcase,including,withoutlimitation,itscomplexityorthenumberofpatents,claims, d products,orpartiesinvolved. d   (c)  4  ` IfanymotionfiledbeforetheClaimConstructionHearing(seeP.R.46)raises d claimconstructionissues,thepresidingjudgemay,forgoodcause,deferthemotionuntil h afterthepartiesdisclosuresorfilingsfortheClaimConstructionHearing. h   (d)  ` TheLocalCivilRulesoftheSouthernDistrictofTexasapplytopatentcases !h excepttotheextentthattheLocalCivilRulesareinconsistentwiththesePatentRules. "l  13.0  EffectiveDate.$l(#(#  J  ThesePatentRuleswillbecomeeffectiveJanuary1,2008,andapplytoallcases &h!! involvingapatentclaimfiledthereafter,unlessotherwiseorderedbythepresidingjudge. 'h"" ThepartiesineachcaseinvolvingapatentclaimpendingontheeffectivedateofthesePatent (h## Rulesmustconferand,totheextentpossible,submitanagreedschedulingorderconsistent )h$$ withthesePatentRules.ThepartiesmustusetheSchedulingOrderTemplateavailableat *h%% theSouthernDistrictofTexasCourtwebsite(4+ >O  5  www.txs.uscourts.gov6+>O?  7 ?m).Totheextentthe +h&& partiescannotagree,theymustnotifythepresidingjudge,whowillresolvetheissues. ,h''   -h((    &   2.GENERALPROVISIONS    21.0  Procedure.(#(# $ X , $  (a) ` PartiesPreparationforInitialCaseManagementConference. Inaddition  tothematterscoveredbyFed.R.Civ.P.26,thepartiesmustconferandaddressintheirJoint   CaseManagement'ԀReportthefollowingtopics:      0 ` (1)0 ` (#` (# anyproposedmodificationofthescheduleprovidedintheScheduling   OrderTemplate,whichisavailableattheDistrictswebsite;  (# (#   0 ` (2) 0 ` (#` (#aplanforcompletingelectronicdiscovery;  (# (#    0 ` (3)0 ` (#` (# theneedforpresentingtechnicaltutorialstothepresidingjudgeandthe   modeforsuchpresentations(i.e.,livetestimony,videopresentations)  atorbeforetheclaimconstructionhearing; (# (#   0 ` (4) 0 ` (#` (#anydeviationsfromandadditionstotheformprotectiveorder  (availableattheDistrictswebsite);  (# (#   0 ` (5) 0 ` (#` (#whetheranypartydesirestopresentlivetestimonyattheclaim   constructionhearing; (# (#    0 ` (6)0 ` (#` (# theneedforandanyspecificlimitsondiscoveryrelatingtoclaim  construction,includingdepositionsoffactandexpertwitnesses; (# (#    0 ` (7)0 ` (#` (# theorderofpresentationattheclaimconstructionhearing; (# (#    0 ` (8)0 ` (#` (# theschedulingofaclaimconstruction_prehearing_Ԁconferenceafterthe    JointClaimConstructionand_Prehearing_ԀStatementprovidedinP.R. ! 4-3hasbeenfiled;and" (# (#   0 ` (9) 0 ` (#` (#whetherthepresidingjudgeshouldauthorizethefilingundersealof $  anydocumentscontainingconfidentialinformation,% !! (# (#   (b)  ` InsufficientInformation. Ifwarrantedbythepatent(s)and/orproductsin ' ## issue,thepartyclaimingpatentinfringement( claimant)mayincludeintheJointCase ($$$ ManagementReportastatementthattheclaimantingoodfaithlackssufficientinformation )$%% concerningtheopponentsproductsorprocessestoprovidethenecessaryspecificityforthe *$&& PreliminaryInfringementContentions(seeP.R.31).Ifthepresidingjudgeorders,the +$'' opponentwithintwenty(20)daysmustproducetotheclaimantsufficientinformation ,$(( TW Tee T  concerningeachproductorprocessofthetypeorclassspecifiedbytheclaimantinits  statementtoenabletheclaimanttodeterminewhethertoclaimthattheproductorprocess  infringes.Neithertheclaimantsstatementnortheopponentsproductionwillbean  admissionorevidenceofinfringementor_noninfringement_.Thesestepsaresolelyto  determinewhatisallegedtobeinfringing.  Ѐ     (c)  ` CaseManagementConferenceandSchedulingOrder. Attheinitialcase   managementconference,afterconsideringthepartiesJointCaseManagementReport,the   presidingjudgewillenteraCaseManagementSchedulingOrder( SchedulingOrder).      (d) ` FurtherCaseManagementConferences. Ifsomeorallofthematters   providedunderP.R.21(a)arenotresolvedordecidedattheinitialcasemanagement   conference,thepartiesmustproposedatesforfurthercasemanagementconferences.    22.0  ConfidentialityandProposedProtectiveOrder. (#(#   DocumentsandinformationproducedincasesgovernedbythesePatentRuleswill  begovernedbytheformprotectiveorderavailableattheDistrictswebsite,  4. >O  5  www.txs.uscourts.gov6">O"  7 6 #,unlessthepresidingjudgeotherwiseorders.Ifthepartiesseekto  modifytheformprotectiveorder,theymustsubmittothepresidingjudge,withtheJoint  CaseManagementReport,theprotectiveordertheyproposeandmustidentifyproposed  variationstotheformprotectiveorder.   23.0  CertificationofInitialDisclosuresandEnglishTranslations. (#(#   (a) ` Allstatements,disclosures,orchartsfiledorservedinaccordancewiththese  PatentRulesmustcomplywiththeFederalRulesofCivilProcedureandtheAdministrative  ProceduresforElectronicFilingofDocumentsinCivilandCriminalCasesissuedbythe  UnitedStatesDistrictCourtfortheSouthernDistrictofTexas.     (b)  ` TotheextentanydocumentordisclosureisnotinEnglish,anEnglish " translationoftheportion(s)reliedonmustbeproduced. #   &  24.0  Admissibility.% !!(#(#    Statements,disclosures,orchartsgovernedbythesePatentRulesareadmissiblein '## evidencetotheextentpermittedbytheFederalRulesofEvidenceortheFederalRulesof ($$ Civil'%'Procedure.However,thestatementsordisclosuresprovidedforinP.R.41and42are )%% notadmissibleforanypurposeotherthaninconnectionwithmotionsseekinganextension *&& ormodificationofthedeadlinessetoutinthesePatentRules. +''  ,((  25.  RelationshiptoFederalRulesofCivilProcedure.     (a) ` Unlessthepresidingjudgeotherwisedirects,thescopeofdiscoveryisnot  limitedtothepreliminaryinfringementcontentionsorpreliminaryinvaliditycontentions,but  isgovernedbytheFederalRulesofCivilProcedure.    (b)  ` Exceptasprovidedinthisparagraphorasotherwiseordered,itisnota   legitimategroundforobjectingtoanopposingpartysdiscoveryrequestordecliningto   discloseinformationunderFed.R.Civ.P.26(a)(1)thatthediscoveryrequestordisclosure   requirementisprematureorotherwiseconflictswiththesePatentRules.Apartymayobject    tocertaincategoriesofdiscoveryrequestsormaydeclinetodiscloseinformationunderFed.   R.Civ.P.26(a)(1)onthegroundthattherequestordisclosureisprematureinlightofthe   timetableprovidedinthePatentRules.Thecategoriesare:      ` (1)0 requestsseekingtoelicitapartysclaimconstructionposition; (# (#    0 ` (2) 0 ` (#` (#requestsseekingtoelicitfromthepatentclaimantacomparisonofthe  assertedclaimsandtheaccusedapparatus,product,device,process,   method,act,orotherinstrumentality;  (# (#    0 ` (3) 0 ` (#` (#requestsseekingtoelicitfromanaccusedinfringeracomparisonofthe   assertedclaimsandthepriorart;and (# (#    0 ` (4)0 ` (#` (# requestsseekingtoelicitfromanaccusedinfringertheidentificationof  anyopinionsofcounselandrelateddocumentsthatitintendstorely  uponasadefensetoawillfulinfringementallegation;however,aparty  maynotassertaprematurityobjectiontoarequestfor_nonprivileged_  informationidentifyingtheexistenceofsuchopinionsofcounsel. (# (#   (c) ` Whenapartyproperlyobjectstoadiscoveryrequest,ordeclinestoprovide ! informationinitsinitialdisclosuresunderFed.R.Civ.P.26(a)(1),assetforthabove,that " partymustprovidetherequestedinformationonthedateitisrequiredtoprovidethe # requestedinformationtoanopposingpartyunderthesePatentRules,unlessthereisanother $  legitimategroundforobjection. %!!   3.PATENTI_NITIAL_ԀDISCLOSURES '## 6Ӏ31.0  DisclosureofAssertedClaimsandPreliminaryInfringementContentions.)%%(#(#   AsprovidedintheSchedulingOrderissuedbythepresidingjudgeattheinitial +'' schedulingconference,apartyclaimingpatentinfringementmustserveonallpartiesa ,(( HN He H  DisclosureofAssertedClaimsandPreliminaryInfringementContentions,whichmust  containthefollowinginformation:    (a) 0 ` eachclaimofeachpatentinsuitthatisallegedlyinfringedbyanopposing  party;` (#` (# $ X X $   (b)0 ` foreachassertedclaim,aspecificandseparateidentificationofeachaccused   apparatus,product,device,process,method,act,orotherinstrumentality   ( AccusedInstrumentality)ofeachopposingparty,includingwherepossible:    ` (#` (#   0 ` (1)0 ` (#` (#eachproduct,device,andapparatusidentifiedbynameormodel   number,and  (# (#   0 ` (2)0 ` (#` (#eachmethodorprocessidentifiedbyname,anyproduct,device,or0@" (# (#   apparatusthat,whenused,allegedlyresultsinthepracticeofthe  claimedmethodorprocess; (# (#    (c)0 ` achartidentifyingspecificallywhereeachelementofeachassertedclaimis  foundwithineachAccusedInstrumentality,includingforeachelementthatis   allegedlygovernedby35U.S.C.112,6,theidentityofthestructures,acts,   ormaterialsintheAccusedInstrumentalitythatperformstheclaimedfunction; ` (#` (#    (d)0 ` foreachAccusedInstrumentalityandeachelementofeachassertedclaim,   identificationofwhethertheelementisclaimedtobeliterallypresentor  presentunderthedoctrineofequivalents;` (#` (#    (e)0 ` foranypatentthatclaimsprioritytoanearlierapplication,theprioritydateto  whicheachassertedclaimallegedlyisentitled;and` (#` (#    (f) 0 ` ifapartyclaimingpatentinfringementwishestopreservetherighttorely,for ! anypurpose,ontheassertionthatitsownapparatus,product,device,process, " method,act,orotherinstrumentalitypracticestheclaimedinvention,theparty # mustidentify,separatelyforeachassertedclaim,eachsuchapparatus,product, $  device,process,method,act,orotherinstrumentalitythatincorporatesor %!! reflectsthatparticularclaim.&""` (#` (#  32.0  DocumentProductionAccompanyingDisclosure. ($$(#(#   (a)  ` Withthe DisclosureofAssertedClaimsandPreliminaryInfringement *&& Contentions,thepartyclaimingpatentinfringementmustproducetoeachopposingparty +'' ormakeavailableforinspectionandcopying,thefollowing: ,(( GN G G  0  0` (#(#(1)0 ` (#` (# documents(e.g.,contracts,purchaseorders,invoices,advertisements,  marketingmaterials,offerletters,betasitetestingagreements,and  thirdpartyorjointdevelopmentagreements)sufficienttoshoweach  discussionwith,disclosureto,orothermannerofprovidingtoathird  party,orsaleoforoffertosell,theclaimedinventionbeforethe   applicationdateforthepatentinsuit;  (# (#  0  0` (#(#(2)0 ` (#` (# documentsevidencingtheconception,reductiontopractice,design,and   developmentofeachclaimedinvention,whichwerecreatedonor    beforetheapplicationdateforthepatentinsuitortheprioritydate   identifiedunderP.R.31(e),whicheverisearlier;  (# (#  0  0` (#(#(3)0 ` (#` (# acopyofthefilehistoryforeachpatentinsuit;and  (# (#   0 ` (4) 0 ` (#` (#licenseagreementsforthepatentsinsuit.  (# (#   (b) ` Theproducingpartymustseparatelyidentifybyproductionnumberwhich  documentscorrespondtoeachcategory.    (c)  ` Apartysproductionofadocumentasrequiredbythisparagraphisnotan  admissionthatthedocumentisevidenceoforispriorartunder35U.S.C.102.   33.0  PreliminaryInvalidityContentions.(#(#    Afterserviceuponitofthe DisclosureofAssertedClaimsandPreliminary  InfringementContentions,eachpartyopposingapatentinfringementclaimmustserveon  allparties,bythedeadlinesetforthintheSchedulingOrder, PreliminaryInvalidity  Contentionscontainingthefollowinginformation:      (a)  ` theidentityofeachitemofpriorartthatallegedlyanticipateseachasserted " claimorrendersitobvious,including: #   0 ` (1) 0 ` (#` (#eachpriorartpatentidentifiedbyitsnumber,countryoforigin,and %!! dateofissue;&"" (# (#   0 ` (2)0 ` (#` (# eachpriorartpublicationidentifiedbyitstitle,dateofpublication,and, ($$ authorandpublisherwhenfeasible;) %% (# (#   0 ` (3)0 ` (#` (# priorartunder35U.S.C.102(b)identifiedbytheitemofferedforsale + '' orpubliclyusedorknown;thedatetheofferorusetookplaceorthe ,$(( UOa U U  informationbecameknown;andtheidentityofthepersonorentitythat  madetheuseorthatmadeandreceivedtheoffer,orthepersonorentity  thatmadetheinformationknownortowhomitwasmadeknown; (# (#   0 ` (4) 0 ` (#` (#priorartunder35U.S.C.102(f)identifiedbythenameofthe  person(s)fromwhomandthecircumstancesunderwhichtheinvention   oranypartofitwasderived;and  (# (#   0 ` (5) 0 ` (#` (#priorartunder35U.S.C.102(g)identifiedbytheidentitiesofthe   person(s)orentitiesinvolvedinandthecircumstancessurroundingthe    makingoftheinventionpriortothepatentapplicant(s);  (# (#    (b) ` whethereachitemofpriorartanticipateseachassertedclaimorrendersit   obviousand,ifthelatter,thedetailedbasesforthesecontentions;     (c)  ` achartidentifyingwherespecificallyineachallegeditemofpriorarteach   elementofeachassertedclaimisfound,includingforeachelementthatsuchpartycontends  isgovernedby35U.S.C.112,6,theidentityofthestructure(s),act(s),ormaterial(s)in  eachitemofpriorartthatperformstheclaimedfunction;and    (d) ` anyotherinvaliditygroundsincluding,butnotlimitedtoindefinitenessunder  35U.S.C.112,2,orlackofenablementorwrittendescriptionunder35U.S.C.112,1,  ofanyoftheassertedclaims,includingthedetailedbasisforthesecontentions.   34.0  ProductionAccompanyingPreliminaryInvalidityContentions.(#(#   Withthe PreliminaryInvalidityContentions,thepartyopposingaclaimofpatent  infringementmustproduceormakeavailableforinspectionandcopying:     (a)  ` documentsandinformationsufficienttoshowtheoperationofanyaspectsor ! elementsofanAccusedInstrumentalityidentifiedbythepatentclaimantinitsP.R.31(c) " chart(e.g.,sourcecode,specifications,schematics,flowcharts,artwork,orformulas); #   (b)  ` acopyofeachitemofpriorartidentifiedunderP.R.33(a)thatdoesnotappear %!! inthefilehistoryofthepatent(s)atissue;and &""   (c)0 ` documentsandinformation,includingsummarieswhenreasonablyavailable,($$` (#` (# sufficienttoshowtheamountsold,revenues,costs,andprofitsofeachAccused )%% InstrumentalityidentifiedunderP.R.31(b)sincetheissuanceofthepatentsinsuit. *&&  +'' Fe F F  &  35.0  DisclosureRequirementinPatentCasesSeekingDeclaratoryJudgment.(#(#   (a) ` InvalidityContentionsIfNoInfringementClaim. Inallcasesinwhicha  partyseeksadeclaratoryjudgment( declaratoryplaintiff)thatapatentisnotinfringed,is  invalid,orisunenforceable,P.R.31and32donotapplyunlessanduntilapartymakesa  ']patentinfringementclaim.Ifthedeclaratorydefendantdoesnotassertapatentinfringement   claiminitsresponsetotheclaim,then, bythedeadlinesetintheSchedulingOrder, the   declaratoryplaintiffmustserveoneachopposingpartyitsPreliminaryInvalidityContentions   conformingtoP.R.33andmustproduceormakeavailableforinspectionandcopyingthe   documentsandinformationdescribedinP.R.34.ThedeclaratoryplaintiffwillfileitsFinal   InvalidityContentionsbythedeadlineintheSchedulingOrder.      (b) ` ApplicationofRulesWhenNoSpecifiedTriggeringEvent. Ifthepleadings   inacasedonotinitiallytriggertheapplicationofthesePatentRules,butlaterfilingsreveal   thatpatentclaimsorissuesareinvolved,theparties,assoonaspracticable,mustconfer  aboutwhetherthesePatentRulesshouldbeappliedtothecaseandnotifythepresidingjudge  oftheissue.    (c) ` Inapplicability. P.R.35doesnotapplytocasesinwhicharequestfora  declaratoryjudgmentthatapatentisnotinfringed,isinvalid,orisunenforceableisfiledin  responsetoacomplaintalleginginfringementofthesamepatent.   36.0  AmendedandFinalContentions!LeaveofCourtNotRequired. (#(#   Eachpartys PreliminaryInfringementContentionsand PreliminaryInvalidity  Contentionswillbethatpartysfinalcontentions,exceptassetforthbelow.   0  (a) 0` (#(#Ifapartyclaimingpatentinfringementhasgoodcause tobelievethatthe  materialproducedbyanopposingpartyunderP.R.34requiresamendmentof   its PreliminaryInfringementContentionswithrespecttotheinformation !  requiredbyP.R.31(c)and(d),leaveofcourtisnotrequired.Theseamended "  conte_ntions_Ԁmustbeservedwithinareasonabletimeaftertheopposingpartys #  documentproduction.$ ` (#` (#   (b) 0 ` Ifapartyclaimingpatentinfringementhasgoodcausetobelievethatthe & "" CourtsClaimConstructionRulingrequires FinalInfringementContentions '## amendingits PreliminaryInfringementContentionswithrespecttothe ($$ informationrequiredbyP.R.31(c)and(d),leaveofcourtisnotrequired. )%% TheseFinalInfringementContentionsmustbeservedbythedeadlinesetinthe *&& SchedulingOrder.+''` (#` (#   ,(( MN  M M  0  (c)0` (#(# BythedeadlinesetintheSchedulingOrder,eachpartyopposingaclaimof  patentinfringementmayserve,withoutleaveofcourt, FinalInvalidity  Contentionsthatamendthatpartys PreliminaryInvalidityContentionswith  respecttotheinformationrequiredbyP.R.33,ifeither:` (#` (#  0  0` (#(#(1) 0 ` (#` (#apartyclaimingpatentinfringementhasservedamendedinfringement   contentionsunderP.R.36(a)or FinalInfringementContentions   underP.R.36(b),or  (# (#  0  0` (#(#(2)0 ` (#` (# thepartyopposingapatentinfringementclaimhasgoodcauseto    believe thattheCourtsClaimConstructionRulingrequiresthe   amendment.  (# (#  37.0  AmendmentstoContentionsByLeaveofCourt. (#(#    (a)  ` AmendmentormodificationofthePreliminaryorFinalInfringement  ContentionsorthePreliminaryorFinalInvalidityContentions,otherthanexpresslypermitted   inP.R.36,maybemadeonlyifthepresidingjudgefindsthereisgoodcauseforthe   requestedchanges.     (b)  ` Goodcausemayinclude,butisnotlimitedto,newlydiscovered (1) accused   instrumentalities, (2) basesforclaiminginfringement,or (3) priorartreferences,provided  thatgoodcausemaybefoundonlyifthepartyseekingleavetoamendshowsthatitexercised  diligenceinseekingthenewlydiscoveredinformationordocuments.   38.0  Willfulness. (#(#   (a)  ` Ifapartyopposingapatentinfringementclaimwillrelyonanopinionof  counselaspartofadefensetoaclaimofwillfulinfringement,thatpartymustbythedate(s)   setintheSchedulingOrder: !  0  0` (#(#(1)0 ` (#` (# produceormakeavailableforinspectionandcopyingeachopinionand # documentsrelatingtotheopinionastowhichthatpartyagreesthe $  attorneyclientprivilegeorworkproductprotectionhasbeenwaived; %!! and&"" (# (# 0  0` (#(# (2) 0 ` (#` (#serveaprivilegelogidentifyinganyotherdocuments,exceptthose ($$ authoredbycounselactingsolelyaslitigationcounsel,relatingtothe )%% subjectmatteroftheopinionandwithheldbasedonattorneyclient *&& privilegeorworkproductprotectionclaims.+'' (# (#  ,(( N_  N N    (b)0 ` Ifapartyopposingapatentinfringementclaimdoesnotcomplywiththe  requirementsofP.R.38,thatpartymaynotrelyonanopinionofcounselas  partofadefensetowillfulinfringementunlessallpartiesagreeorthe  presidingjudgepermitsthedefensebasedonagoodcauseshowing.` (#` (# @  4.CLAIMCONSTRUCTIONPROCEEDINGS   41.0  ExchangeofProposedTermsandClaimElementsforConstruction. (#(#   (a)0 ` BythedeadlinesetintheSchedulingOrder,eachpartymustsimultaneously    exchangealistofclaimterms,phrases,orclausesthatthepartycontends   shouldbeconstruedbythepresidingjudgeandmustidentifyanyclaim   elementthatthepartycontendsshouldbegovernedby35U.S.C.112,6. ` (#` (#    (b) 0 ` Thepartiesmustthenmeetandconferforthepurposesoffinalizingthislist,  resolvingornarrowingdifferences,andfacilitatingthepreparationofaJoint  ClaimConstructionand_Prehearing_ԀStatement.` (#` (#  42.0  ExchangeofPreliminaryClaimConstructionsandExtrinsicEvidence.(#(#   (a)  ` BythedeadlinesetintheSchedulingOrder,thepartiesmustsimultaneously  exchangeaproposed PreliminaryClaimConstructionofeachelementofeachclaimterm,  phrase,orclauseinissue.Each PreliminaryClaimConstructionmustalsoidentifythe  structures,acts,ormaterialscorrespondingtoeachclaimelementgovernedby35U.S.C.  112,6.     (b)  ` Atthesametimethepartiesexchangetheirrespective PreliminaryClaim  Constructions,theymustalsoexchangeapreliminaryidentificationofextrinsicevidence  theycontendsupportstheirrespectiveclaimconstructions,suchasdictionarydefinitions,   citationstolearnedtreatisesandpriorart,andtestimonyoffactandexpertwitnesses.The ! partiesmustidentifyeachitemofextrinsicevidencebyproductionnumberorproduceacopy " ofanysuchitemnotpreviouslyproduced.Withrespecttoeachfactorexpertwitnessaparty # intendstorelyonforclaimconstruction,thepartymustalsoprovideabriefdescriptionof $  thesubstanceofthatwitnesssproposedtestimony. %!!    (c)  ` Thepartiesmustthenmeetandconferforthepurposesofnarrowingtheissues '## andfinalizingpreparationofaJointClaimConstructionand_Prehearing_ԀStatement. ( $$  43.0  JointClaimConstructionand_Prehearing_ԀStatement. * &&(#(#   (a) ` BythedeadlinesetintheSchedulingOrder,thepartiesmustfileaJointClaim , (( Constructionand_Prehearing_ԀStatementthatcontainsthefollowinginformation: -))  .** KOa  K K  0  0` (#(#(1)  theconstructionofthoseclaimterms,phrases,orclausesonwhichthe  partiesagree;` (#` (#  0  0` (#(#(2)  eachpartysproposedconstructionofeachdisputedelementofaclaim,  togetherwithanidentificationofallreferencesfromthespecificationor  prosecutionhistorythatsupportthatclaimconstruction,andanidentification   ofextrinsicevidenceknowntothepartyonwhichitintendstorelyeitherto   supportitsproposedclaimconstructionortoopposeanyotherpartys   proposedclaimconstruction,suchasdictionarydefinitions,citationstolearned   treatisesandpriorart,andfactandexpertwitnesses;  ` (#` (#  0  0` (#(#(3)  theanticipatedtimenecessaryfortheclaimconstructionhearing; ` (#` (#  0  0` (#(#(4)  whetheranypartyproposestocalloneormorewitnessesatthat   hearing,theidentityofeachwitnessand,foreachsuchexpertwitness,a  summaryofthewitnesssanticipatedtestimony;and` (#` (# 0  0` (#(# (5) alistofanyotherissuesthatmightappropriatelybetakenupata  _prehearing_ԀconferencebeforetheClaimConstructionHearing,andproposed  dates,ifnotpreviouslyset,foranysuch_prehearing_Ԁconference.` (#` (#   (b) ` AtthetimeoffilingtheJointClaimConstructionStatement,foreachexpert  witnessapartydisclosesinresponsetoP.R.43(a)(4),thatpartymustprovidetothe  opposingpartiesthematerialsrequiredbyFed.R.Civ.P.26(a)(2).   44.0  CompletionofClaimConstructionDiscovery.(#(#    ThepartiesmustcompletebythedeadlineintheSchedulingOrderalldiscovery  relatingtoclaimconstructionidentifiedintheJointClaimConstructionand_Prehearing_   Statement. !  45.0  ClaimConstructionBriefsandCharts.#(#(#   (a) 0 ` BythedeadlinessetintheSchedulingOrder:% !!` (#` (#   0 `  ` (#` (#   0 ` (1)0 ` (#` (# thepartyclaimingpatentinfringementmustserveandfileanopening '## briefandanyevidencesupportingitsclaimconstruction;($$ (# (#   0 ` (2) 0 ` (#` (#eachopposingpartymustserveandfileitsresponsivebriefand *&& supportingevidence;+'' (# (# /_R  /9 /    0 ` (3) 0 ` (#` (#thepartyclaimingpatentinfringementmustserveandfileitsreplybrief  andanyevidencedirectlyrebuttingthesupportingevidencecontained  inanopposingpartysresponse;and (# (#   0 ` (4) 0 ` (#` (#thepartiesmustsubmittheJointClaimConstructionChart(seeP.R.4   5(b))onelectronicmediainWordPerfectformatorinsuchotherformat   asthepresidingjudgedirects.  (# (#   (b)0 ` TheJointClaimConstructionChartmustcontain:  ` (#` (# 0  0` (#(# (1) 0 ` (#` (#acolumnlistinginseparaterowsthecompletelanguageofeach   disputedclaim,withdisputedtermsinboldtype;  (# (#   0 ` (2) 0 ` (#` (#separatecolumnsforeachpartysproposedconstructionofeach  disputedterm; (# (#   0 ` (3) 0 ` (#` (#acolumnentitled CourtsConstructionandotherwiseleftblank;and    (# (#   0 ` (4) 0 ` (#` (#thepatentandclaimnumberswherethedisputedtermsappears. (# (#   (c) ` ThepartiesmayalsolistagreedclaimtermsintheJointClaimConstruction  Chart.Ifincluded,theagreedtermsmustbemarked [ AGREED ]andstateinthe Courts   Constructioncolumnthepartiesagreedconstruction. $   (d)  ` ThepurposeoftheJointClaimConstructionChartistoassistthepresiding $ judgeandthepartiesintrackingandresolvingdisputedterms.Accordingly,asidefromthe ( requirementsofthisrule,thepartiesareaffordedsubstantiallatitudetofashionachartina ( formatthatmostclearlyandefficientlyoutlinesthedisputedtermsandproposed  ( constructions. !(  46.0  ClaimConstructionHearing.#((#(#  A  Thepresidingjudgewilldetermineifanevidentiaryorotherformofclaim %$!! constructionhearingisnecessary.Thehearingwillbeconductedonthedatesetinthe &$"" SchedulingOrder,unlessotherwiseresetbythejudge.