UNITED STATES INTERNATIONAL TRADE COMMISSION
`
`Washington, D.C.
`
`Before the Honorable David P. Shaw
`
`Administrative Law Judge
`
`In the Matter of
`
`CERTAIN OMEGA-3 EXTRACTS FROM
`
`MARINE OR AQUATIC BIOMASS AND
`PRODUCTS CONTAINING THE SAME
`
`Investigation No. 337—TA-877
`
`EXPERT VVITNESS REPORT OF THEODORE F. WELCH, PH.D
`REGARDING PUBLIC ACCESSIBILITY OF CERTAIN REFERENCES
`
`September 16, 2013
`
`000001
`
`Petition for Inter Partes Review
`Of U.S. Patent 8,278,351
`Exhibit
`
`ENZYMOTEC - 1043
`
`000001
`
`

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`TABLE(H?CONTENTS
`
`1.
`
`2.
`
`3.
`
`4.
`
`5.
`
`6.
`
`7.
`
`INTRODUCTION..............................................................................................................1
`
`QUALIFICATIONS ........................................................................................................ ..1
`
`COMPENSATION .......................................................................................................... ..4
`
`MATERIALS CONSIDERED ........................................................................................ ..4
`
`BASIS OF OPINIONS FORMED .................................................................................. ..4
`
`SUMMARY OF OPINIONS FORMED ..........................................................................6
`
`DETAILED OPINIONS .................................................................................................. ..7
`
`7.]
`7.2
`
`Publication and Public Accessibility of the Fujita Reference ................................ ..7
`Publication and Public Accessibility of the Trond Thesis ................................... .. 13
`
`8.
`
`EXHIBITS TO BE USED AS SUMMARY OF OR SUPPORT FOR
`
`OPINIONS ...................................................................................................................... ..l6
`
`9.
`
`CONCLUDING REMARKS ..........................................................................................l6
`
`i
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`1.
`
`INTRODUCTION
`
`1.
`
`My name is Dr. Theodore F. Welch.
`
`I have been retained by counsel for
`
`Respondents Aker BioMarine AS, Aker BioMarine Antarctic USA, Inc., Aker BioMarine
`
`Antarctic AS, Olympic Seafood AS, Olympic Biotec Ltd., Avoca, Inc., Rimfrost USA,
`
`LLC, Bioriginal Food & Science Corp., Enzymotec Ltd., and Enzymotec USA, Inc.
`
`(collectively “Respondents”) to testify as an expert in this action.
`
`2.
`
`I understand that Complainants Neptune Technologies & Bioressources,
`
`Inc. and Acasti Pharma Inc.’s (collectively, “Complainants”) are asserting certain claims
`
`of U.S. Patent No. 8,278,351 (“the ‘35l Patent”) and U.S. Patent No. 8,383,675 (“the
`
`‘675 Patent”) against Respondents in this action. As part of my engagement by the
`
`Respondents, I have been asked to provide analysis and expert opinions regarding the
`
`authenticity, date of publication, and public accessibility of certain prior art references.
`
`3.
`
`If asked to do so, I anticipate testifying at trial based on the opinions
`
`expressed in this report.
`
`I understand that I may be asked to further elaborate on these
`
`positions and provide opinions on other issues.
`
`I reserve the right to form and report on
`
`such additional opinions.
`
`2.
`
`QUALIFICATIONS
`
`4.
`
`I obtained a Master of Science in Library Science from the University of
`
`California, Berkeley in 1965 and a Doctorate of Philosophy in Library and Information
`
`Science from the University of Tokyo in 1976.
`
`5.
`
`I have over 24 years of experience working directly in the library science
`
`field, including serving as Director of Libraries for Northern Illinois University for 6
`
`years, Assistant University Librarian for Development at Northwestern University
`
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`Library for 8 years, Assistant University Librarian for Public Services at Northwestern
`
`University for 4 years, Regional Librarian for the U.S. Information Service in Tokyo,
`
`Japan for 2 years, and Cataloger, Far Eastern Languages Section of the Library of
`
`Congress for 2 years. Since 2012, I have also served as Director of Development for the
`
`Aloha Community Library in Aloha, Oregon and was on the library’s board of directors
`
`before transitioning to an advisory role in the Spring of 2013.
`
`6.
`
`I have worked as a consultant throughout my career, including on library-
`
`related issues. For example, I was hired by the State University of New York (SUNY)
`
`Binghamton to advise the university regarding its Japanese library collections from 1989-
`
`1999.
`
`7.
`
`I am fluent in spoken and written Japanese and have lived in Japan for
`
`approximately 14 years. During that
`
`time,
`
`I have held positions such as Visiting
`
`Research Professor at Keio University in Tokyo and Chief, Information Systems for the
`
`United Nations Centre for Regional Development in Nagoya.
`
`8.
`
`I am a life member of the American Library Association (ALA) and
`
`served as Chair of the ALA Advisory Committee on Liaison with Japanese Libraries
`
`from 1984-1994 and as a member of that committee from 1970-1976.
`
`I have also served
`
`as a member of several ALA committees such as the ALA Subcommittee on East Asia
`
`and Pacific Libraries from 1994-1997 and the ALA Reference Services Division
`
`Standards Committee from 1971-1973.
`
`9.
`
`I have served as Chair of the American Libraries Advisory Board and as
`
`Chairman of the Midwest Academic Librarians Conference Steering Committee.
`
`I have
`
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`also served as a member of many other industry associations and boards such as the
`
`Council of Directors of State University Libraries of Illinois.
`
`10.
`
`I have authored, co-authored, edited, or co-edited numerous books,
`
`articles, and encyclopedia entries on library-related subjects. For example, I authored
`
`Libraries and Librarianship in Japan. New York: Greenwood Press, 1997. 215 pp.,
`
`which is a survey of Japanese librarianship.
`
`I have also authored the “Japan” and
`
`“National Diet Library” entries in Encyclopedia of Library History, ed. by Wayne A.
`
`Wiegand and Donald G. Davis. New York, London; Garland, 1994 pp. 319-322; 451-452
`
`as well as the “Japanese Libraries in the Nineties” article in The Bowker Annual; Library
`
`and Book Trade Alamanac. 38th Edition. 1993, New Providence, N.J.: R.R. Bowker,
`
`1993, pp. 94-102.
`
`11.
`
`In 2004, I received the Imperial Order of the Rising Sun, Gold Rays with
`
`Rosette from Emperor Akihito of Japan for outstanding contributions to U.S.-Japan
`
`relations.
`
`12.
`
`A more detailed account of my work experience, publications, and other
`
`qualifications is listed in my Curriculum Vitae included as Attachment A to this Report.
`
`13.
`
`In the last four years I have not signed a Protective Order, testified as an
`
`expert either at a trial, hearing, or deposition, or submitted statements/opinions in any
`
`litigation other than this Investigation.
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`3.
`
`COMPENSATION
`
`14.
`
`I am being compensated at my customary consulting rate of $385 per hour
`
`for my time spent on this matter, and I am also being reimbursed for reasonable expenses
`
`incurred with respect
`
`to this matter. My compensation is not contingent on the
`
`conclusions I reach in my expert report.
`
`4.
`
`MATERIALS CONSIDERED
`
`15.
`
`In reaching the opinions and conclusions described herein,
`
`I have
`
`reviewed and considered the documents and materials set out in Attachment P to this
`
`Report.
`
`16.
`
`I anticipate using some of the above referenced documents and materials,
`
`or other information and material
`
`that may be produced during the course of this
`
`proceeding, as well as representative charts, graphs, diagrams, schematics, or models that
`
`will be based on those documents, materials and other
`
`information to support,
`
`summarize, and explain my testimony before the International Trade Commission (ITC).
`
`I also reserve the right to supplement this report to address any information obtained, or
`
`positions taken, based on any new information that comes to light as discovery continues
`
`prior to trial.
`
`5.
`
`BASIS OF OPINIONS FORMED
`
`17.
`
`In this section I describe my understanding of certain legal standards.
`
`I
`
`have been informed of these legal standards by Respondents’ attorneys.
`
`I am not an
`
`attorney, and I am relying only on instructions from Respondents’ attorneys for these
`
`legal standards.
`
`I have written this Report with these understandings, as detailed below.
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`18.
`
`I understand that a patent or other publication must first qualify as prior art
`
`before it can be used to invalidate a patent claim.
`
`I understand that documents and
`
`materials that qualify as prior art can be used to invalidate a patent claim as anticipated
`
`under 35 U.S.C. § 102 or as obvious under 35 U.S.C. § 103.
`
`19.
`
`I further understand that invalidity, both for anticipation under 35 U.S.C. §
`
`102 and for obviousness under 35 U.S.C. § 103, must be shown by clear and convincing
`
`evidence.
`
`20.
`
`I further understand that printed publications are a type of prior art.
`
`I
`
`understand that to be a prior art printed publication a document must have been publicly
`
`accessible either before the date of the alleged invention of the asserted patent or more
`
`than one year prior to the application date of the asserted patent or to the application date
`
`of an earlier patent application to which the asserted patent makes a valid claim of
`
`priority.
`
`21.
`
`I understand that July 27, 2001 is the date asserted by Complainants as the
`
`priority date for the ‘351 Patent and the ‘675 Patent, based on the application date of an
`
`earlier-filed application.
`
`I understand that Complainants have not asserted an earlier date
`
`of alleged invention.
`
`22.
`
`I also understand that a document was publicly accessible if the document
`
`was disseminated or otherwise made available to the extent that persons interested and
`
`ordinarily skilled in the subject matter or art exercising reasonable diligence could locate
`
`it. Moreover,
`
`I understand that
`
`indexing is a relevant factor in determining the
`
`accessibility of potential prior art, particularly library—based references.
`
`000007
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`6.
`
`SUMMARY OF OPINIONS FORMED
`
`23.
`
`It is my opinion that General Report on Research and Development of
`
`Techniques in Processing and Utilization of Marine Products published by Fisheries
`
`Agency (the “General Report”),
`
`including Chapter 6 (pp. 273-307) by Takao Fujita
`
`therein (the “Fujita Reference”) was published in March 1985 and has been publicly
`
`accessible since at least as early as November 1986, at least because the General Report
`
`including the Fujita Reference was indexed, cataloged, shelved, and publicly searchable
`
`by author and title by this date at the Ministry of Agriculture, Forestry and Fisheries
`
`Library
`
`(“MAFF Library”) in Tokyo, Japan. Within a reasonable amount of time
`
`thereafter the General Report, including the Fujita Reference, was also fully cataloged
`
`and searchable by subject heading. By April 2001, the General Report, including the
`
`Fujita Reference, was also publicly accessible through the MAFF Library’s OPAC
`
`database, at
`
`least because the General Report,
`
`including the Fujita Reference, was
`
`indexed, cataloged, and publicly searchable by author, title, and keywords by that date.
`
`
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`7.
`
`DETAILED OPINIONS
`
`7.1
`
`Publication and Public Accessibility of the Fujita Reference
`
`25.
`
`The Library of the Ministry of Agriculture, Forestry, and Fisheries (the
`
`“MAFF Library”) is a branch of the National Diet Library.
`
`(See Attachment B, MAFF
`
`Library Director’s Statement; Attachment C, MAFF Webpage.) The National Diet
`
`Library is the national library of Japan and was established in 1948.
`
`(Attachment D,
`
`NDL “Our Services Webpage; Attachment E, NDL “Greetings from the Librarian”
`
`Webpagef’)
`
`26.
`
`In August 2013, I visited the MAFF Library and interviewed three of its
`
`librarians: Ms. Mayumi Sugiyama (Clerk in Charge, Communications Coordinator); Ms.
`
`Naomi Endou (Statistics and Library Materials Subsection Chief); and Mr. Yuusuke
`
`Yoshihama (Legal Expert).
`
`I have also conducted subsequent telephonic interviews with
`
`Ms. Sugiyama. During my interviews of Ms. Sugiyama, Ms. Endou, and Mr.
`
`Yoshihama, I asked them about the MAFF Library’s access policy dating back until
`
`1985.
`
`I also asked Ms. Sugiyama, Ms. Endou, and Mr. Yoshihama about the MAFF
`
`Library’s cataloging procedures and systems.
`
`These interviews confirmed the
`
`information in Paragraphs 30-35 and 38-42 below, in addition to the documents cited
`
`therein.
`
`27.
`
`I also submitted a written request to the Director of the MAFF Library for
`
`information regarding the library’s public accessibility and the public accessibility of the
`
`General Report, including the Fujita Reference. A true and correct copy of that request is
`
`attached hereto as Attachment F.
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`28.
`
`In response to my request for information,
`
`the Director of the MAFF
`
`Library provided written answers bearing his seal. Attached hereto as Attachment B is a
`
`true and correct copy of those answers.
`
`29.
`
`I have also visited the MAFF Library’s website, and have reviewed the
`
`Usage Guidance provided on that website.
`
`I discussed and verified this Usage Guidance
`
`with Ms. Sugiyama, Ms. Endou, and Mr. Yoshihama. Attached hereto as Attachment C
`
`is a true and correct copy of this Usage Guidance webpage.
`
`30.
`
`The MAFF Library is generally open to the public from 9:30 AM until
`
`5:00 PM on Monday through Friday, except for certain holidays, collection organization
`
`days that are established at the beginning of each month, and other days that are specially
`
`determined by the Director of the MAFF Library. The MAFF Library has also been open
`
`to the public since at least 1985.
`
`(Attachment B, MAFF Library Director’s Statement;
`
`Attachment C, MAFF Library Webpage.) This information was confirmed during my
`
`interviews with Ms. Sugiyama, Ms. Endou, and Mr. Yoshihama.
`
`31.
`
`Since at least April 2001, the MAFF Library has provided public access to
`
`its library catalog via the intemet through the Online Public Access Catalog (“OPAC”)
`
`database on the MAFF Library website.
`
`I also understand from Ms. Sugiyama, who has
`
`worked at the MAFF Library since 1999, that beginning in April 2000 a trial version of
`
`the OPAC database was available to the MAFF Library staff and could be used to assist
`
`library patrons with searching.‘ The OPAC database can be searched using fields such as
`
`1 Attachment B states “[s]ince April 2001 [sic] (2000), we have been providing the database of our library
`catalog on the Internet.” Both 2000 and 2001 are identified in this statement because of the difference
`between when the OPAC database was publicly available via the intemet and when a trial version was
`available to the MAFF Librarians.
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`document name, author, and keyword(s).
`
`(Attachment B, MAFF Library Director’s
`
`Statement.)
`
`32.
`
`Based on my experience and my interviews with Ms. Sugiyama, Ms.
`
`. Endou, and Mr. Yoshihama,
`
`I understand that before the OPAC database was
`
`implemented, the MAFF Library collection could be searched using a card catalog. This
`
`card catalog was in use before 1985 and indexed the library’s collection by fields
`
`including author, call number, accession number, title, and subject headings. The catalog
`
`entry also provided information such as the publisher name, publication date, and
`
`statement of collation. The accession number provides information about when a work
`
`was first acquired and temporarily shelved.
`
`The statement of collation includes
`
`information such as the pagination and other physical features of a work (e.g., maps or
`
`illustrations) as well as the location of a specific work within a larger compilation.
`
`Subject headings are topical or subject matter categories by which a work can be
`
`searched. The MAFF Library card catalog used the National Diet Library subject
`
`headings, which are based on the Library of Congress and Sears subject headings.
`
`33.
`
`In addition to the MAFF Library’s catalog (i.e., the OPAC database or
`
`card catalog) the MAFF librarians are and have been available to and skilled in assisting
`
`library patrons with searching for and locating works pertaining to specific topics or
`
`issues. The MAFF Library is a special library and its librarians are familiar with its
`
`specialized subject matter and collection. These librarians can explain to patrons how to
`
`use the library’s catalog (i.e., the card catalog or OPAC database), can help determine
`
`and suggest relevant subject headings/keywords to search, can recommend relevant
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`sections of the library’s collection for review, and can perform their own searching based
`
`on input from library patrons.
`
`34.
`
`The document titled General Report on Research and Development for
`
`Technology to Utilize in Processing Marine Products (the “General Report”) is held in
`
`the MAFF Library’s collection.2 (Attachment B, MAFF Library Director’s Statement.) I
`
`have visited the MAFF Library and personally viewed the General Report in the MAFF
`
`Library’s collection.
`
`(Attachment H, Photograph of the General Report at the MAFF
`
`Library.)
`
`
`
`36.
`
`I have also searched for and located the General Report in the OPAC
`
`database on a computer terminal within the MAFF Library.
`
`(Attachment J, Photograph
`
`of OPAC Record for the General Report.)
`
`37.
`
`The OPAC record for the General Report includes such infonnation as the
`
`work’s title, author, publisher, and year of publication, and the General Report
`
`is
`
`searchable within the OPAC database by at least author, title, call number, and keywords.
`
`(Attachment 1, OPAC Record for General Report.) The OPAC record for the General
`
`Report also provides infonnation about the work’s location within the MAFF Library
`
`38.
`
`The General Report was published in March 1985. (Attachment B, MAFF
`
`Library Director’s Statement; Attachment
`
`1, OPAC Record for General Report;
`
`2 Attachment B translates the title of the General Report as “Comprehensive Report on Research and
`Development for Technology to Utilize in Processing Marine Products” and Attachment J translates the
`title as “Marine Products and Utilization Technology and Development General Report.” These are the
`same document I refer to as the General Report.
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`Attachment G, General Report at AKER877ITC0080l500, AKER877ITC0080l954;
`
`Attachment J, Photograph of OPAC Record for the General Report.)
`
`39.
`
`The stamp on the table of contents page of the General Report identifies
`
`November 25, 1986 as the date the General Report was donated to/received by the MAFF
`
`Library.
`
`(Attachment
`
`G,
`
`General
`
`Report
`
`at
`
`AKER877lTC00801501,
`
`AKER877lTC0080] 960.)
`
`40.
`
`In Section 11, Chapter 6 of the General Report, there is an article appearing
`
`at pp. 273-307 titled “Development of technology for recovery of valuable substances
`
`(astaxanthin) from krill”3 written by Takao Fujita (the “Fujita Reference”).
`
`(Attachment
`
`B, MAFF Library Director’s Statement; Attachment G, General Report
`
`at
`
`AKER877ITC00802230.)
`
`41.
`
`The MAFF Library’s records in the OPAC database identify November
`
`25, 1986 as both the shelving date and the date of registration in the library catalog for
`
`the General Report. This date of numbering, preliminary shelving, and brief cataloging is
`
`also commonly known as the accession date. On this date the General Report was
`
`initially cataloged by at least title and author and within a reasonable time thereafter was
`
`fully cataloged. (Attachment B, MAFF Library Director’s Statement.)
`
`42.
`
`The General Report,
`
`including the Fujita Reference, has been indexed,
`
`accessioned, shelved, publicly viewable, and searchable by at least author and title at the
`
`MAFF Library since its accession date of November 25, 1986.
`
`(Attachment B, MAFF
`
`Library Director’s Statement.) After being fully cataloged within a reasonable amount of
`
`3 Attachment B translates the title of the Fujita Reference as “Development of technology to recover
`valuable matter (astaxanthin) from krill.” This is the same article I refer to as the Fujita Reference.
`
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`time after its accession date, and before use of the card catalog was discontinued, the
`
`General Report was also searchable by subject headings. Since at least April 2001, the
`
`General Report and the Fujita Reference have been keyword searchable through the
`
`MAFF Library’s OPAC database. (Attachment B, MAFF Library Director’s Statement.)
`
`43.
`
`Before July 27, 2001, and even before July 27, 2000, a person interested in
`
`the subject matter of the General Report,
`
`including the Fujita Reference, exercising
`
`reasonable diligence would have been able to locate the General Report, including the
`
`Fujita Reference, within the MAFF Library. Library catalogs, such as the MAFF Library
`
`card catalog and OPAC database, are designed to make works of potential
`
`interest
`
`identifiable to library patrons.
`
`Indexing or cataloging the General Report by fields such
`
`as author, title, subject heading, and/or keywords accomplishes this goal by making the
`
`work searchable by these fields. Moreover, the knowledge and skill of the MAFF
`
`Library’s librarians would further ensure that one of interest in the subject matter of the
`
`General Report, including the Fujita Reference, would be able to locate the report when
`
`exercising reasonable diligence.
`
`44.
`
`For the reasons above, it is my opinion that the General Report, including
`
`the Fujita Reference, was publicly accessible before both July 27, 2001 and July 27,
`
`2000.
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`0000014
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`00000150000015
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`0000015
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`00000160000016
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`00000170000017
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`00000180000018
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`-15--15-
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`Date: September 16, 2013
`
`Dr. Theodore F. Weleh
`
`Attachments:
`
`Attachment A — Curriculum Vitae of Theodore F. Welsh
`
`Attachment B — Director of MAFF Library Response to Welsh Request for
`Information
`
`Attachment C — Usage Guidance. webpage from MAFF Library website
`
`Attachment D — Our Services webpage from National Diet Library website
`
`Attachment E ~ Greetings from the Librarian webpage from National Diet Library
`website
`
`Attachment F — Welch Request for Information from Director of MAFF Library
`
`Attachment H — Photograph ofMAI-‘F Library Visit
`
`Attachment 1
`
`— OPAC Record for Genera} Report
`
`Attachment J — Photograph of MAP? Library OPAC Record for Genera} Report
`
`
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`ATTACHMENT A
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`
`THEODORE F. WELCH
`
`16225 SW Sumac Street, Beaverton, OR 97007
`503-356-1805
`
`July 2013
`
`Present Positions:
`
`Professor, Portland State University, Dept. of Foreign Languages
`and Literatures (Japanese)--Adjunct Appointment
`
`Professor Emeritus, Northern Illinois University, DeKalb, Illinois (Retired)
`
`Director, PSU-METI Project, Portland State University (2005 - present)
`
`Education:
`
`Ph.D., Library and Information Science,
`University of Tokyo, 1976
`
`M.L.S., Library Science, University of California,
`Berkeley, 1965
`
`B.A., Music and Asian Studies,
`University of Southern California, 1963
`
`Career History:
`
`1989-99
`
`Professor of Japanese
`Northern Illinois University, DeKalb, Illinois
`
`1983-89
`
`Director of Libraries
`
`Northern Illinois University, DeKalb, Illinois
`
`1975-83 Assistant University Librarian for Development
`Northwestern University Library, Evanston, Illinois
`
`1981-83
`
`Executive Director
`
`Center for the Study of U.S.-Japan Relations
`Northwestern University, Evanston, Illinois
`(concurrent appointment)
`
`1976-83
`
`Lecturer in Japanese
`Program of African and Asian Languages
`
`0000021
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`Northwestern University, Evanston, Illinois
`
`(concurrent appointment)
`
`1973-75
`
`Chief, Information Systems
`United Nations Centre for Regional Development
`Nagoya, Japan (on leave from Northwestern University)
`
`1969-75
`
`Assistant University Librarian for Public Services
`Northwestern University, Evanston, Illinois (on leave, 1973-75)
`
`1967-69 Regional Librarian
`U.S. Information Service, Tokyo, Japan
`
`1965-67 Cataloger, Far Eastern Languages Section
`Library of Congress, Washington, D.C.
`
`Professional
`
`activities:
`
`Sabbatical leave in Japan. Visiting Research Professor,
`Keio University, Tokyo, Japan, 1991 (Fall Semester)
`
`Library related:
`
`Member, American Library Association Subcommittee on East Asia and Pacific
`Libraries, 1994-1997
`
`Chair, American Library Association Advisory
`Committee on Liaison with Japanese Libraries, 1984-1994
`Delegate, 1st, 2nd, 3rd, 4th & 5th Japan-US Conferences on
`Libraries and Information Science in Higher Education, 1969-1992
`Member, ALA Advisory Committee on Liaison with Japanese Libraries, 1970-76;
`1 978 - 1 994
`
`Chair, American Libraries Advisory Board, 1984-1986
`Member, 1985 ALA National Conference Planning Committee (Chicago)
`Member, Council of Directors of State University Libraries of
`Illinois, 1983 - 1989
`
`Member, Illinois Library Computer System Policy Council Board of Directors,
`1984-1989
`
`Member, Illinois Association of College and Research Libraries/Illinois Board of
`Higher Education Liaison Committee, 1985-1989
`Chair, Gale Research Financial Development Award Jury (ALA), 1983
`Member, American Library Association 50 E. Huron Fund Committee, 1979-1982
`Chairman, Nominations Committee, ACRL Asian African Section,
`1 98 0-8 1
`
`Member, Committee on Expanded Service to Libraries Abroad, Universal Serials
`
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`Theodore F. Welch, full resume, as of 2013
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`and Book Exchange, Washington, D.C., 1977
`Member, ALA International Relations Committee, 1976-79
`Chairman, ACRL Asia-North Africa Section, 1972-73
`Member, Standards Committee, ALA Reference Services Division, 1971-73
`Chairman, Steering Committee, Midwest Academic Librarians Conference,
`1971-73
`
`Fund-raising Experience:
`
`Raised over $100,000 as Director of Development, Portland State University
`Center for Japanese Studies, July 2002-2004
`.
`Raised over $500,000 for NIU Japanese Language Program from 1990-1999;
`Raised over $847,000 for Northern Illinois University Libraries from
`
`August 1983 to 1999
`Raised approximately $10 million for Northwestern University from individual,
`corporate, foundation, and government sources between 1975 and 1983
`Raised $101,000 for American Library Association in 1987 for 4th U.S.-Japan
`
`Library Conference
`
`Consulting Assignments:
`
`2005 - present Director, PSU-METI Project, Portland State University
`1989-2005 Research consultant, JETRO, Chicago (Japan's Ministry of International Trade and
`Industry; now Ministry of Economics, Trade and Industry--METI)
`1990-1995 Consultant, Bennett and Associates, Chicago, Illinois (Japan)
`1994-1998 Consultant, Education for Global Involvement, Chicago, Illinois (Japan)
`1990-1998 Consultant, International Orientation Resources, Inc. (Northbrook, Illinois)
`1989-1999 Japanese library collections adviser, State University of New York (SUNY)
`Binghamton
`1989-1990 Coordinator, State of Illinois, Oglesby Japanese School,
`Oglesby, Illinois (Illinois Valley Community College)
`1989-1992 Japanese language adviser, NIU Public Opinion Laboratory
`1989-1992 Japanese Affairs Adviser, DeKalb County Economic Development
`Commission and City of DeKalb
`1987-89 Rockford, E: Ohi/Atwood Automotive, Barber-Colman; City of DeKalb: adviser and
`
`interpreter (Japanese)
`1985 University of Michigan, Adviser on formation of a Library Friends group
`1985 American Library Association, Adviser on publishing
`in Japan and representative of ALA Publishing Services in Japan
`1982-83 United Airlines Seminar Instructor for Flight Attendants, Chicago and Seattle
`1982-83 International Harvester Advisor and Interpreter (Japanese)
`1981 Director, Seminar on Fund-raising for Libraries, Rosary College, River Forest, Illinois
`
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`
`Theodore F. Welch, full resume, as of 2013
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`1978-80 General Motors Research Laboratories Library Adviser on Japanese scientific
`information
`
`1978-80 Planning Center, Northbrook, Illinois Adviser on library planning for developing
`nations
`
`1975-79 Consultant in Technical Information and Documentation for the Office of Technical
`
`Cooperation, United Nations (for the Governments of Iran and Jordan)
`1976 Motorola Corporation, Schaumburg, Illinois Trainer in Japanese language and culture
`for senior staff
`
`Awards and Fellowships:
`
`Received the Imperial Order of the Rising Sun, Gold Rays with Rosette for outstanding
`contribution to U.S.—Japan relations, April 29, 2004, from Emperor Akihito of Japan.
`University of Southern California, 2003 alumni Volunteer Recognition Award.
`John Cotton Dana International Public Relations Award
`
`NIU Libraries "In Search of Space", 1987
`Certificate of Appreciation for outstanding service to education, U.S. Dept. of Education, Office
`of Educational Research and Improvement, 1985 Japan Foundation Project Grant, 1977
`Council on Library Resources Fellow to Japan, summer and fall, 1970
`Certificate of Appreciation for advancing U.S.— Japan cultural exchange and assisting Japanese
`librarians to visit U.S., Japan Library Association, 1969
`
`Publications:
`
`Author of five books, co-author of book chapter, and senior editor of three books; co-editor of
`three books; forty-seven articles, four in Japanese; five reports on library-related subjects;
`numerous encyclopedia articles; also the author and/or editor of several other publications dealing
`with Japanese-American relations, and with regional development planning. See below forfull
`bibliographic citations.
`
`Continuing Education Courses Taken:
`
`Seminar on Finance and Accounting for Non—Profit Organizations,
`The Wharton School, University of Pennsylvania, Spring 1979
`Library Administrators Development Program, University of
`Maryland, Summer 1970
`Grantsmanship Training Program, The Grantsmanship Center, Fall 1975
`
`Other Activities:
`
`Major Speeches Delivered:
`
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`Theodore F. Welch, full resume, as of 2013
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`"Intemationalization of Japanese Libraries" September 28, 1991, Keio University Library,
`Tokyo, Japan. Mita Society Annual Seminar Series.
`
`"Issues Surrounding Academic Libraries in the Decade of the Nineties," September 30,
`1991, Kyoto University Library, Kyoto, Japan. Armual Seminar of the Kinki
`Academic Library Association.
`
`Japanese Librarians,"
`"A Comparative Analysis of International Aspects of U.S. and
`October 11, 1991, Miyagi University for Women, Sendai, Japan. Annual Meeting
`of the Private University Libraries of Japan Eastern District.
`
`"General Issues of Concern to U.S. Librarians and the Closing of Library Schools in the
`United States," October 23, 1991, Tokushima Prefectural Hall, Tokushima, Japan.
`Seventy-Seventh Annual All-Japan Library Conference.
`
`Chair, Japan America Society of Chicago Scholarship Committee, 1989-1999
`
`"Essential Works in English for Japanese Studies." Speech at Western Conference of the
`Association for Asian Studies, Long Beach, California, October 21, 1989.
`
`"Japan and the United States: Is There an Information Deficit?" Speech at California State
`University-Long Beach, October 19, 1989.
`
`"Participating in LCS: Northern Illinois University Libraries and the Statewide Library
`Computer System." Speech at Xi'an Jiaotong University, Xi'an, People's Republic
`of China, September 10, 1988.
`
`"Regional library networking in the US." Speech at Chulalongkom University, Bangkok,
`Thailand, September 1, 1988.
`
`"Needs in the U.S. for access to Thai research materials." Speech at National Institute for
`Development Administration, Bangkok, Thailand, September 5, 1988.
`
`Instructor, Introductory Japanese, Kishwaukee College, Fall Semester 1987, Spring
`Semester, 1988
`
`Instructor, Introductory Japanese, Illinois Valley Community College, Fall Semesters,
`1987 and 1989
`
`Member, Japan-America Society of Chicago Development Committee, 1986-1988
`
`Member, Japan-America Society of Chicago Scholarship Committee, 1982-1985
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`Theodore F. Welch, full resume, as of 2013
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`Member, "Read Illinois" Literary Fair Planning Committee, Rockford, Illinois, 1985
`
`Member, Board of Directors, Japan-America Society of Chicago, 1978-1984
`
`President, Japan Institute, Illinois, 1975-1984
`
`Member, Association of Asian Studies Development Committee, 1980-1983
`
`Guest of Japan Economic Foundation, Visit to Tokyo to establish U.S.-Japan Center
`funding at Northwestern University, October 1981
`
`Member, Board of Directors, Kobe College [Japan] Corporation,
`1979-1981
`
`Member, Board of Directors, Japanese American
`Service Committee, Chicago, 1980-1981
`
`Guest of Government of Japan
`Ministry of International Trade and Industry Study of import laws and procedures,
`Spring 1980
`
`Associate Dean, Summer Abroad Program, Birkbeck College, University of London,
`England, 1976
`
`Life member, California Scholarship Society
`
`Club Memberships:
`
`Oregon Golf Club (2001-2004)
`
`John Evans Club (Northwestern University donor recognition society)
`
`University Club of Chicago (1975-1994)
`
`University of California, Berkeley, School of
`Library and Information Studies Alumni Association
`
`University of Southern California Alumni Association (Life me