Randall Mfg. v. Rea

United States Court of Appeals for the Federal Circuit ______________________ RANDALL MFG., Appellant, v. TERESA STANEK REA, Acting Director, United States Patent and Trademark Office, Appellee, AND FG PRODUCTS, INC., Appellee. ______________________ 2012-1611 ______________________ Appeal from the United States Patent and Trademark Office, Board of Patent Appeals and Interferences in Reexamination No. 95/000,326. ______________________ Decided: October 30, 2013 ______________________ MARK H. REMUS, Steptoe & Johnson, LLP, of Chicago, Illinois, argued for the appellant. With him on the brief was MEREDITH MARTIN ADDY. FRANCES M. LYNCH, Associate Solicitor, United States Patent and Trademark Office, of Alexandria, Virginia, 2 RANDALL MFG. v. REA argued for appellee United States Patent and Trademark Office. With her on the brief were NATHAN K. KELLEY, Deputy Solicitor, and LORE A. UNT, Associate Solicitor. SCOTT A. MCKEOWN, Oblon, Spivak, McClelland, Maier & Neustadt, LLP, of Alexandria, Virginia, argued for appellee, FG Products, Inc. ______________________ Before RADER, Chief Judge, DYK, and TARANTO, Circuit Judges. TARANTO, Circuit Judge. FG Products owns U.S. Patent No. 7,214,017, which is directed to moveable bulkheads for partitioning cargo space in a shipping container. FG’s competitor, Randall Manufacturing, requested inter partes reexamination of the ’017 patent, and the Patent and Trademark Office examiner rejected a number of FG’s claims as obvious over a combination of four prior-art references. On ap- peal, the Board of Patent Appeals and Interferences (now the Patent Trial and Appeal Board) reversed, unable to discern any reason that one of ordinary skill in the art would have been motivated to combine the cited refer- ences. Randall appeals the Board’s determination to this court. Because the Board failed to consider a wealth of well-documented knowledge that is highly material to evaluating the motivation to combine references to arrive at the claimed invention, we vacate the Board’s decision and remand the matter. BACKGROUND FG and Randall are competitors in selling products for refrigerated trucks. In particular, both parties manu- facture moveable, track-mounted bulkheads (partitions) used for dividing cargo space. The ’017 patent, issued on May 8, 2007, discloses partitioning apparatuses that include two half-width panels independently mounted on 4 RANDALL MFG. v. REA On December 4, 2007, Randall requested inter partes reexamination of the ’017 patent. The Examiner granted Randall’s request and subsequently rejected all 15 origi- nal claims of the ’017 patent. In response, FG amended or canceled its original claims and added 78 new claims. Three years of additional prosecution ensued, including consideration of dozens of prior-art references, resulting in a series of rejections, responses, and amendments. New claim 38 is representative of FG’s claims on appeal: An apparatus for separating cargo areas in a trailer, comprising: a trailer that includes a cargo space; first and second panels, each panel extending in a direction generally perpendicular to a longi- tudinal axis of the trailer, wherein when in a first operative position the first and second panels are arranged in a side-by-side configura- tion and abut one another along adjacent pe- ripheral edges of the panels; fastening straps that releasably secure the first and second panels together in the side-by-side configuration to form a full-width bulkhead that extends between opposing sidewalls of the cargo space of the trailer; a mounting system that provides each of the first and second panels with a first degree of freedom to convey the panels in a longitudinal direction independently of one another and that provides each of the first and second panels with a second degree of freedom to raise the panels independently, the mounting system comprising a first set of two longitudinal rails to guide movement of the first panel and a sec- ond set of two longitudinal rails to guide movement of the second panel, the first and RANDALL MFG. v. REA 5 second sets of two longitudinal rails being at- tached to at least one of a wall or a ceiling of the cargo space; and a first lift mechanism mounted proximate to a longitudinal end of at least one of the first set of two longitudinal rails, the first lift mechanism engaging a first strap or rope that is coupled proximate to a lower edge of the first panel so as to raise the lower edge of the first panel to- ward the ceiling when the first strap or rope is manually pulled; and a second lift mechanism mounted proximate to a longitudinal end of at least one of the second set of two longitudinal rails, the second lift mechanism engaging a second strap or rope that is coupled proximate to a lower edge of the second panel so as to raise the lower edge of the second panel toward the ceiling when the sec- ond strap or rope is manually pulled. J.A. 691-92. Ultimately, the Examiner allowed many of FG’s new and amended claims, but rejected claims 10-12, 38-40, 48- 56, 75-79, and 83-91 (and certain others, including claim 1, not here on appeal) as obvious over a combination of four references: two advertisements from third-party bulkhead manufacturer ROM; U.S. Patent No. 3,217,664, issued to Aquino; and U.S. Patent No. 1,193,254, issued to Gibbs. The Examiner cited the ROM references for their disclosure of half-width panels with straps for positioning and joining the panels together to form a full-width partition, as depicted below: 6 RANDALL MFG. v. REA ROM Ad. No. 2. The Examiner cited Aquino for its disclo- sure of independently movable half-width panels mounted on the ceiling of a container using rail-and-trolley assemblies: ’664 patent, Fig. 1. The Examiner cited Gibbs for its disclosure of a panel that can be lifted by means of a lift RANDALL MFG. v. REA 7 mechanism and stowed near the ceiling of a container: ’254 patent, Fig. 1. The Examiner concluded that all of the elements of the rejected claims were well known at the time of FG’s application and that it would have been obvious to one of ordinary skill in the art to combine them. FG appealed the Examiner’s obviousness rejections to the Board, arguing that one of ordinary skill in the art would not have been motivated to combine the cited references, both because of alleged physical impediments to their combination and because the references each taught distinct features that were at cross-purposes with one another. In particular, FG argued that the lift mech- anism of Gibbs would be incompatible with Aquino, that the panels of Aquino could not be lifted to the ceiling of the container without colliding with the rails on which they were mounted, and that Aquino, in providing for stowage of its panels against the wall of the container, taught away from ceiling stowage. FG supported its contentions with declarations from named inventor and FG co-owner Chad Nelson. In its briefing before the Board, Randall argued that the state of the art and the level of skill at the time of 8 RANDALL MFG. v. REA FG’s application included well-known options for lifting moveable, track-mounted bulkheads and stowing them against the ceiling. As evidence of what one of ordinary skill in the art would have known, Randall cited a host of references that had been considered by the Examiner during the course of the reexamination—some of which had provided the basis for rejecting FG’s original claims— including multiple references disclosing track- and trailer- mounted bulkheads that could be raised to the ceiling, and a variety of references teaching straps and lift mech- anisms to assist in stowage. Randall also provided a declaration from its employee, Gregory Boyer, who con- firmed that a bulkhead designer at the time of FG’s application would have recognized that the panels of Aquino could be raised and stowed near the ceiling, noting references showing that it was well known how to adjust the geometry of a track-mounted assembly so that the rails would not interfere with lifting the panel. At oral argument before the Board, patentee FG stat- ed that “we concede that raising of doors is known” and that the “crux” of its appeal focused specifically on Aquino and “why one would modify Aquino when Aquino already provides a solution for stowing the door.” Transcript of May 11, 2012 Hearing at 7, 17. Randall, in contrast, stressed the broad range of knowledge demonstrated in the art “going back close to a hundred years,” arguing that “a person of ordinary skill in the art would think of this because raising panels to the ceiling, at this point in time, was so pervasive.” Id. at 11, 14. Randall contended that the side stowage of panels shown in Aquino was the exception rather than the rule, and that “raising them to the ceiling was the standard method of getting a panel out of the way.” Id. at 15. In its decision reversing the Examiner on the rejec- tions at issue here, the Board did not consider the back- ground references Randall had cited as evidence of the knowledge of one of skill in the art. Instead, the Board RANDALL MFG. v. REA 9 looked to “the content of the prior art relied upon in rejecting FG Products’ claim 1.” Randall Mfg. v. FG Products, Inc., No. 2012-005371, 2012 WL 1616962, at *4 (B.P.A.I. May 7, 2012). 1 Analyzing just Aquino, Gibbs, and the two ROM references, and focusing specifically on modifying Aquino to allow ceiling stowage, the Board found that it “simply does not follow” that ceiling stowage “would have been contemplated for Aquino’s assembly for which there is no need or intent for such a position.” Id. at *5. The Board observed that “the nature and extent of the raising of the panels” was “at the center of the dis- pute,” id. at *3, but unable to identify any reason that one of skill in the art would have sought to modify Aquino to include ceiling stowage, the Board reversed the Examin- er’s obviousness rejections for (new or amended) claims 11-12, 38-40, 48-56, 75-79, and 83-91, now at issue. Id. at *6-7. The Board addressed amended claim 10 separately. That claim recites “first and second means for separating a cargo space” and a means for mounting the first and second sepa- rating means, the mounting means being attached to at least one of a wall or a ceiling of the cargo space, wherein the mounting means provides each of the first and second separating means with a first degree of freedom to be moved independently in a longitudinal direction and provides each of the first and second separating means with a sec- ond degree of freedom to be raised independently. Id. at *6. The Board concluded that “means for separat- ing” and “means for mounting” are means-plus-function 1 Except for claim 10, the Board rejected all of the claims at issue for the same reasons it gave for claim 1 (which itself is not at issue here). Id. at *6-7. 10 RANDALL MFG. v. REA terms, and thus limited to the structures described in the specification (and their equivalents) for performing the claimed functions. Id. 2 The Board identified panels 18 and 20 (the half-width bulkheads) as corresponding to the “means for separating” and determined that the corre- sponding structures for the “means for mounting” the panels were the rails, trolleys, rollers, hinges, and hinge rods. Id. The Board further stated that “the mounting arrangement . . . which corresponds to the ‘means for mounting’ of claim 10 is structured . . . so as to permit panels 18, 20 to be moved in a fore and aft direction of a trailer and to be raised like garage doors to the ceiling of the trailer.” Id. Evaluating the ROM references, Aquino, and Gibbs, the Board found that, whether taken individu- ally or collectively, the references did not disclose such a mounting structure or its equivalent. Id. at *7. Because the Board did not find the “means for mounting” to be disclosed by the prior art, it reversed the Examiner’s rejection of claim 10. Id. Randall appeals the Board’s determinations of non- obviousness as to claims 10-12, 38-40, 48-56, 75-79, and 83-91. This court has jurisdiction under 28 U.S.C. § 1295(a)(4)(A). 2 Although claims 11 and 12 depend on claim 10, the Board concluded that, unlike claim 10, claims 11 and 12 recited particular structure in connection with the mounting means. Id. at *7. The Board then reversed the Examiner’s rejections of claims 11 and 12 for the same reason discussed for claims 38-40, 48-56, 75-79, and 83- 91. Id. RANDALL MFG. v. REA 11 DISCUSSION A claimed invention is unpatentable if the differences between the claimed invention and the prior art are such that the claimed invention as a whole would have been obvious to one of ordinary skill in the relevant art. 35 U.S.C. § 103. Whether a claimed invention would have been obvious is a question of law, based on factual deter- minations regarding the scope and content of the prior art, differences between the prior art and the claims at issue, the level of ordinary skill in the pertinent art, and any objective indicia of non-obviousness. KSR Int’l Co. v. Teleflex Inc., 550 U.S. 398, 406 (2007); Graham v. John Deere Co. of Kansas City, 383 U.S. 1, 17-18 (1966). On appeal, we review the Board’s compliance with governing legal standards de novo and its underlying factual deter- minations for substantial evidence. In re Sullivan, 498 F.3d 1345, 1350 (Fed. Cir. 2007). A In KSR, the Supreme Court criticized a rigid ap- proach to determining obviousness based on the disclo- sures of individual prior-art references, with little recourse to the knowledge, creativity, and common sense that an ordinarily skilled artisan would have brought to bear when considering combinations or modifications. KSR, 550 U.S. at 415-22. Rejecting a blinkered focus on individual documents, the Court required an analysis that reads the prior art in context, taking account of “demands known to the design community,” “the background knowledge possessed by a person having ordinary skill in the art,” and “the inferences and creative steps that a person of ordinary skill in the art would employ.” Id. at 418. This “expansive and flexible approach,” id. at 415, is consistent with our own pre-KSR decisions acknowledging that the inquiry “not only permits, but requires, consider- ation of common knowledge and common sense.” DyStar 12 RANDALL MFG. v. REA Textilfarben GmbH & Co. Deutschland KG v. C.H. Patrick Co., 464 F.3d 1356, 1367 (Fed. Cir. 2006). The Board’s analysis in this case ran afoul of that basic mandate. By narrowly focusing on the four prior-art references cited by the Examiner and ignoring the addi- tional record evidence Randall cited to demonstrate the knowledge and perspective of one of ordinary skill in the art, the Board failed to account for critical background information that could easily explain why an ordinarily skilled artisan would have been motivated to combine or modify the cited references to arrive at the claimed inven- tions. As KSR established, the knowledge of such an artisan is part of the store of public knowledge that must be consulted when considering whether a claimed inven- tion would have been obvious. In recognizing the role of common knowledge and common sense, we have emphasized the importance of a factual foundation to support a party’s claim about what one of ordinary skill in the relevant art would have known. See, e.g., Mintz v. Dietz & Watson, Inc., 679 F.3d 1372, 1377 (Fed. Cir. 2012); Perfect Web Techs., Inc. v. InfoUSA, Inc., 587 F.3d 1324, 1328 (Fed. Cir. 2009). One form of evidence to provide such a foundation, perhaps the most reliable because not litigation-generated, is docu- mentary evidence consisting of prior art in the area. Randall relied on just such evidence in citing to extensive references of record showing a familiar, even favored, approach to bulkhead stowage. For instance, Randall cited four U.S. patents (Nos. 1,148,382; 2,752,864; 2,866,419; and 4,019,442) that disclose bulkheads de- signed to be lifted and stowed near the ceiling, three of which (the ’382, ’864, and ’419 patents) describe such stowage for movable, track-mounted panels. The signifi- cance of those and other references did not depend on any attempt to change the combination that formed the basis of the Examiner’s rejections; rather, the references consti- tute important evidence of the state of the art and the RANDALL MFG. v. REA 13 context in which the Examiner-cited combination should be evaluated. The Board’s failure to consider that evidence—its failure to consider the knowledge of one of skill in the art appropriately—was plainly prejudicial. 3 Once it is estab- lished that a prevalent, perhaps even predominant, method of stowing a bulkhead panel was to raise it to the ceiling, it is hard to see why one of skill in the art would not have thought to modify Aquino to include this fea- ture—doing so would allow the designer to achieve the other advantages of the Aquino assembly while using a stowage strategy that was very familiar in the industry. 4 Moreover, although FG claims that, as depicted, the panels of Aquino may have been impeded by the rails from being raised all the way to the ceiling, there is no dispute that it would have been well within the capabili- ties of an ordinary bulkhead designer to adjust the geom- etry (e.g., drop the hinge axis down a few inches) so that the panels could be freely raised to the ceiling. There are no apparent functional concerns that would have discour- aged a bulkhead designer of ordinary skill from attempt- ing the combination. 3 Although the Examiner did not articulate this analysis, Randall, as the appellee before the Board, was entitled to defend the Examiner’s rejection on this ground, which it had presented in the record. Rexnord Indus., LLC v. Kappos, 705 F.3d 1347, 1355-56 (Fed. Cir. 2013). 4 Familiarity may be reason enough, but the wide- spread industry use of ceiling stowage may reflect par- ticular judgments. At least in some situations, for instance, it may be more important to reserve space for cargo at the sides of a container than near the ceiling, as packing cargo against the walls helps distribute weight more evenly and may be easier than piling cargo toward the ceiling. 14 RANDALL MFG. v. REA Particularly when viewed in the context of the back- ground references Randall provided, the evidence strongly supports the notion that the bulkhead design FG claimed was nothing more than the “combination of familiar elements according to known methods,” “‘each performing the same function it had been known to perform,’” “yield[ing] predictable results.” KSR, 550 U.S. at 416-17 (quoting Sakraida v. Ag Pro, Inc., 425 U.S. 273, 282 (1976)). In addition, neither FG nor the Board points to any objective indicia of non-obviousness. On this record, the Board’s finding of lack of motivation to combine is infected by prejudicial error. We accordingly vacate the Board’s reversal of the Examiner’s rejection of claims 11- 12, 38-40, 48-56, 75-79, and 83-91 for obviousness. 5 B With respect to claim 10, Randall contends that the Board misconstrued “means for mounting” by improperly importing an unclaimed functional limitation into the corresponding structure. Specifically, Randall argues that the Board erred by including a requirement that the “means for mounting” permit the panels “to be raised like garage doors to the ceiling of the trailer,” while the claim requires only a “degree of freedom to be raised inde- pendently.” But we need not and do not reach that ques- tion. Even if the structure must permit the panels to be raised to the ceiling, such a range of motion is clearly 5 Contrary to FG’s argument, Randall has not waived any argument that claims reciting “strap” limita- tions would have been obvious. Neither FG nor the Board has disputed that the cited references disclose straps for lifting a panel, and the Board’s reversal was based solely on the finding of a lack of motivation to modify Aquino so that the panels could be lifted.