CHRISTOPHER J. BURKE, Magistrate Judge.
In this action filed by Plaintiff Sunoco Partners Marketing & Terminals L.P ("Sunoco" or "Plaintiff") against Powder Springs Logistics, LLC ("Powder Springs") and Magellan Midstream Partners, L.P. ("Magellan" and collectively with Powder Springs, "Defendants"), Sunoco alleges infringement of United States Patent Nos. 6,679,302 (the "'302 patent"), 7,032,629 (the "'629 patent"), 9,207,686 (the "'686 patent"), 9,494,948 (the "'948 patent) and 9,606,548 (the "'548 patent" and collectively with the other patents, "the asserted patents").
Sunoco filed the instant case on October 4, 2017. (D.I. 1) The case was thereafter referred to the Court to hear and resolve all pretrial matters, up to and including case-dispositive motions. (D.I. 15)
In the currently-operative Second Amended Complaint, Sunoco alleges that Defendants' butane blending system, which allows Defendants to inject butane into gasoline product flowing through an interstate pipeline at the Atlanta Junction facility, and Defendants' related butane blending activities, infringe claims of the asserted patents. (D.I. 149 at ¶¶ 2, 19-25) Sunoco further alleges that Magellan's blending systems and butane blending activities at several other locations infringe claims of the asserted patents. (Id. at ¶¶ 26-33) The asserted patents relate to systems and methods for the blending of butane into gasoline at any point along a petroleum pipeline. (See D.I. 171 at 1; D.I. 176 at 1)
The parties filed simultaneous opening claim construction briefs on November 20, 2018 and simultaneous responsive briefs on December 11, 2018. (D.I. 171; D.I. 176; D.I. 188; D.I. 191) The Court held a Markman hearing on January 23, 2019. (D.I. 315 (hereinafter, "Tr.")) Following the hearing, the parties submitted supplemental letters relating to inter partes review proceedings with respect to the '948 patent and the '548 patent that Defendants assert have relevance to the construction of certain disputed terms. (D.I. 277; D.I. 278; D.I. 293; D.I. 295; D.I. 307)
It is well-understood that "[a] claim in a patent provides the metes and bounds of the right which the patent confers on the patentee to exclude others from making, using, or selling the protected invention." Corning Glass Works v. Sumitomo Elec. U.S.A., Inc., 868 F.2d 1251, 1257 (Fed. Cir. 1989). Claim construction is a generally a question of law, although subsidiary fact finding is sometimes necessary. Teva Pharms. USA, Inc. v. Sandoz, Inc., 135 S.Ct. 831, 837-38 (2015).
The Court should typically assign claim terms their "ordinary and customary meaning[,]" which is "the meaning that the term[s] would have to a person of ordinary skill in the art [`POSITA'] in question at the time of the invention, i.e., as of the effective filing date of the patent application." Phillips v. AWH Corp., 415 F.3d 1303, 1312-13 (Fed. Cir. 2005). However, when determining the ordinary meaning of claim terms, the Court should not extract and isolate those terms from the context of the patent; rather it should endeavor to reflect their "meaning to the ordinary artisan after reading the entire patent." Id. at 1321; see also Eon Corp. IP Holdings LLC v. Silver Spring Networks, Inc., 815 F.3d 1314, 1320 (Fed. Cir. 2016).
In proceeding with claim construction, the Court should look first and foremost to the language of the claims themselves, because "[i]t is a bedrock principle of patent law that the claims of a patent define the invention to which the patentee is entitled the right to exclude." Phillips, 415 F.3d at 1312 (internal quotation marks and citations omitted). For example, the context in which a term is used in a claim may be "highly instructive." Id. at 1314. In addition, "[o]ther claims of the patent in question, both asserted and unasserted, can . . . be valuable" in discerning the meaning of a particular claim term. Id. This is "[b]ecause claim terms are normally used consistently throughout the patent, [and so] the usage of a term in one claim can often illuminate the meaning of the same term in other claims." Id. Moreover, "[d]ifferences among claims can also be a useful guide[,]" as when "the presence of a dependent claim that adds a particular limitation gives rise to a presumption that the limitation in question is not present in the independent claim." Id. at 1314-15.
In addition to the words of the claims, the Court should look to other intrinsic evidence. For example, the Court should analyze the patent specification, which "may reveal a special definition given to a claim term . . . that differs from the meaning [that term] would otherwise possess" or may reveal an intentional disclaimer of claim scope. Id. at 1316. Even if the specification does not contain such revelations, it "is always highly relevant to the claim construction analysis. Usually, it is dispositive; it is the single best guide to the meaning of a disputed term." Id. at 1315 (internal quotation marks and citation omitted). That said, however, the specification "is not a substitute for, nor can it be used to rewrite, the chosen claim language." SuperGuide Corp. v. DirecTV Enters., Inc., 358 F.3d 870, 875 (Fed. Cir. 2004). And a court should also consider the patent's prosecution history, if it is in evidence, because it "can often inform the meaning of the claim language by demonstrating how the inventor understood the invention and whether the inventor limited the invention in the course of prosecution[.]" Phillips, 415 F.3d at 1317.
Extrinsic evidence, "including expert and inventor testimony, dictionaries, and learned treatises[,]" can also "shed useful light on the relevant art[.]" Id. (internal quotation marks and citations omitted). Overall, while extrinsic evidence may be useful, it is "less significant than the intrinsic record in determining the legally operative meaning of claim language." Id. (internal quotation marks and citations omitted); accord Markman v. Westview Instruments, Inc., 52 F.3d 967, 981 (Fed. Cir. 1995).
In utilizing these resources during claim construction, courts should keep in mind that "[t]he construction that stays true to the claim language and most naturally aligns with the patent's description of the invention will be, in the end, the correct construction." Renishaw PLC v. Marposs Societa' per Azioni, 158 F.3d 1243, 1250 (Fed. Cir. 1998).
The parties currently have disputes regarding five terms or sets of terms (hereinafter, "terms"). This Report and Recommendation addresses one such term: "blending unit." The other terms will be addressed in a forthcoming Report and Recommendation(s).
The claim term "blending unit" appears in claims 1, 17 and 36 of the '302 patent and claims 1 and 7 of '686 patent. (D.I. 166, ex. A at 3; D.I. 191 at 6) The use of the disputed term in claim 1 of the '302 patent and claim 1 of the '686 patent is representative. (See Defendants' Markman Presentation, Slides DDX-130-31) Accordingly, these claims are reproduced below, with the disputed terms highlighted:
('302 patent, col. 13:12-23 (emphasis added))
('686 patent, cols. 15:62-16:13 (emphasis added))
The parties' competing proposed constructions for "blending unit" are set out in the chart below:
(D.I. 171 at 12) The parties' dispute with respect to this term is whether the patents require the "blending unit" to be an automated blending unit (as Sunoco contends) or whether a non-automated apparatus can function as the blending unit (Defendants' proposal). (D.I. 188 at 5-6; Tr. at 73-74, 86-87) For the reasons set out below, the Court concludes that Defendants' proposed construction is better aligned with the intrinsic evidence.
In the Illinois Litigation, the United States District Court for the Northern District of Illinois (the "Northern District of Illinois Court") previously construed the term "blending unit." (D.I. 44, ex. 31 at A393-400; D.I. 176 at 5) In doing so, the Northern District of Illinois Court construed "blending unit" as having two different meanings for the '302 patent and the '671 patent, respectively
Defendants' proposed construction comes from the specification of the '302 patent. (D.I. 171 at 12; D.I. 188 at 5; Tr. at 89)
This description in the specification—i.e., allowing the blending unit to be, inter alia, a mechanical device used to combine two or more streams into a single product—also comports with certain of the claims in the relevant patents. That is, some of the claims do not, on their face, require an automated blending unit. (D.I. 171 at 12; D.I. 188 at 7; Tr. at 87) For example, claim 1 of the '302 patent and claim 1 of the '686 patent (set out above) do not contain limitations expressly requiring automation with respect to the blending unit. (D.I. 171 at 12; D.I. 188 at 7; Tr. at 87; Defendants' Markman Presentation, Slides DDX-130-31)
To be sure, it is not disputed that a blending unit could have the technological capabilities that Sunoco advocates for (via its proposed construction). (See D.I. 188 at 5) Indeed, portions of the '302 patent specification explain that:
('302 patent, cols. 3:28-31, 6:14-26, 8:7-12 (emphasis added)) These excerpts could be read to describe example embodiments wherein the blending unit is capable of receiving a calculated blend ratio from a processing/process control unit and adjusting the actual blend rate to achieve the calculated blend ratio. But, of course, claims are generally not limited in scope to a preferred embodiment. See, e.g., Altiris, Inc. v. Symantec Corp., 318 F.3d 1363, 1370 (Fed. Cir. 2003). And again, here the specification makes clear that the "blending unit can be as simple as `any conventional Y-type or T-type juncture capable of joining two fluid flows into one.'" (D.I. 188 at 5 (certain emphasis in original) (quoting '302 patent, col. 3:21-23))
While claim 1 of the '302 patent does not require an automated blending unit, dependent claim 2 of the '302 patent recites a process control unit that generates a signal that controls the ratio of butane and gasoline blended by the blending unit. (See D.I. 171 at 12-13; Tr. at 88, 91-92) Specifically, claim 2 recites "[t]he system of claim 1 further comprising a process control unit, wherein the process control unit generates a ratio input signal that controls the ratio of butane and gasoline blended by the blending unit." ('302 patent, col. 13:24-27) The "presence of a dependent claim that adds a particular limitation raises a presumption that the limitation in question is not found in the independent claim." Liebel-Flarsheim Co. v. Medrad, Inc., 358 F.3d 898, 910 (Fed. Cir. 2004). With claim 1 of the '302 patent not expressly requiring a process control unit to be a part of the claimed system that includes a blending unit, it would not be necessary for the blending unit recited in claim 1 to be capable of receiving a calculated blend ratio from a process control unit and adjusting the actual blend rate to achieve the calculated blend ratio. Yet Sunoco's proposed construction would improperly read in such a requirement.
Defendants' construction, on the other hand, "would make sense both in the context of a blending unit that is just a pipe junction or a blending unit that is doing lots of signaling or receiving signals." (Tr. at 95; see also id. at 87 ("A conventional apparatus [that achieves] blending of two or more separate streams into one could be the most complicated, NASA-generated blending unit imaginable or it could be a pipe junction.")) Consideration of the claims demonstrates that other claim limitations expressly require, where applicable, that the blending unit be capable of receiving a calculated blend ratio and adjusting the actual blend rate to achieve the calculated blend ratio. For example, claim 7 of the '686 patent recites:
('686 patent, cols. 16:44-17:3 (emphasis added)); see also Defendants' Markman Presentation, Slide DDX-132) Thus, the blending unit recited in claim 7 would be "any conventional apparatus that achieves blending of two or more separate streams into one[,]" and the additional language in part (f) of the claim expressly recites further requirements of the blending unit (i.e., that it be capable of accessing the calculated blend ratio and blend rate from the IPU, and making adjustments accordingly).
For the above reasons, the Court recommends that "blending unit" be construed to mean "any conventional apparatus that achieves blending of two or more separate streams into one."
For the foregoing reasons, the Court recommends that the District Court adopt the following construction:
1. "blending unit" should be construed to mean "any conventional apparatus that achieves blending of two or more separate streams into one"
This Report and Recommendation is filed pursuant to 28 U.S.C. § 636(b)(1)(B), Fed. R. Civ. P. 72(b)(1), and D. Del. LR 72.1. The parties may serve and file specific written objections within fourteen (14) days after being served with a copy of this Report and Recommendation. Fed. R. Civ. P. 72(b)(2). The failure of a party to object to legal conclusions may result in the loss of the right to de novo review in the district court. See Henderson v. Carlson, 812 F.2d 874, 878-79 (3d Cir. 1987); Sincavage v. Barnhart, 171 F. App'x 924, 925 n.1 (3d Cir. 2006).
The parties are directed to the Court's Standing Order for Objections Filed Under Fed. R. Civ. P. 72, dated October 9, 2013, a copy of which is available on the District Court's website, located at http://www.ded.uscourts.gov.