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Presented by Vladimir Yossifov Consultant, IP Services “IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY IP Policies & Strategic Management of Intellectual Property Rights at Universities

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Page 1: Presented by Vladimir Yossifov Consultant, IP Services “IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

Presented by Vladimir Yossifov Consultant, IP Services

“IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

 IP Policies & Strategic Management

of Intellectual Property Rights

at Universities

Page 2: Presented by Vladimir Yossifov Consultant, IP Services “IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

“IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

 Education and Research = basis for technological & economic development

Mandates

UNIVERSITIES• Teaching

Capacity Building

• Research & Developing New Knowledge

• Knowledge Transfer

R&D INSTITUTION

S• Research &

Developing New Knowledge

• Knowledge Transfer

IP Policies and Strategic Management of IPRs at Universities2

© Vladimir Yossifov

Page 3: Presented by Vladimir Yossifov Consultant, IP Services “IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

“IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

Role and Function of Universities

CLASSICAL Acquire, develop &

transfer knowledge through education

Acquire knowledge for the sake of knowledge (limited to basic research)

Contribute to national development through education, training & development of experts

MODERN Acquire, develop & transfer

knowledge through education

Educate, train & develop experts needed by industry & business

Acquire & generate new knowledge through R&D, including in response to industry & business needs

Contribute to national development through transfer of knowledge to society Educating specialists for

industry & business Transferring knowledge

to industry & business IP Policies and Strategic Management of IPRs at Universities

3© Vladimir Yossifov

Page 4: Presented by Vladimir Yossifov Consultant, IP Services “IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

“IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

Universities, Education and R&D

In modern universities R&D is part of education

In many countries academic & government funded R&D are often isolated from practice, ignoring the needs of

users, business & industry – therefore very few research results & knowledge are transferred to industry and

business

Managers of R&D projects should be obliged to establish their R&D plans in close consultation with the

users in business and industry

IP Policies and Strategic Management of IPRs at Universities4

© Vladimir Yossifov

Page 5: Presented by Vladimir Yossifov Consultant, IP Services “IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

“IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

Universities, education and IP

Education = transfer of information and knowledge

The core of IP relates to new and original information and knowledge

Teaching materials and programs, research projects, software, publications, research results

Universities must serve as example for handling IPRs - establish and follow practices of excellence in handling IPRs, copying

materials, sharing files, using original software

IP Policies and Strategic Management of IPRs at Universities5

© Vladimir Yossifov

Page 6: Presented by Vladimir Yossifov Consultant, IP Services “IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

“IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

Universities, education and IP

The national & global information infrastructure - new challenges to the IP system and also to educational institutions.

Today works protected by copyright can easily be distributed to the public by transmission over the Internet.

Exclusive distribution right of the copyright owner and distance education.

IP Policies and Strategic Management of IPRs at Universities6

© Vladimir Yossifov

Page 7: Presented by Vladimir Yossifov Consultant, IP Services “IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

“IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

Universities, education and IP

Fair use of copyright & works in a digital environment and use of technical means to limit/control access to works (at the server level, for example, encryption, digital signatures and steganography (digital watermarking)

Reproduction of study materials for use by students

Ownership of research results, research papers, software and project documents, and free access to these for educational and R&D purposes

IP Policies and Strategic Management of IPRs at Universities7

© Vladimir Yossifov

Page 8: Presented by Vladimir Yossifov Consultant, IP Services “IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

“IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

Universities, education and IPUniversities should adopt - implement IP policies and rules

applicable to all academic activities – education, publication, research

Secure proper management of their intangible assets (research results, new knowledge, publications, inventions, innovations,

etc.)

Educate and promote respect for IPRs

Warrant the freedom to operate and research

Regulate the conflicting interests of the various stakeholders

Warrant conditions for transfer of knowledge to users, business and industry

IP Policies and Strategic Management of IPRs at Universities8

© Vladimir Yossifov

Page 9: Presented by Vladimir Yossifov Consultant, IP Services “IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

“IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

Research Output

The direct product of research is new knowledge

It can be in the form of New technology New product New process Improvement in existing product,

process or technology New knowledge protected by IPRs have

more value for business in the very competitive market environment

IP Policies and Strategic Management of IPRs at Universities9

© Vladimir Yossifov

Page 10: Presented by Vladimir Yossifov Consultant, IP Services “IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

“IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

Research Output Scientific publications = a traditional R&D

output Dissemination of knowledge through

publications is not sufficient for practical use R&D will only be useful if its output and

products can lead to Economic development

Industrialization Job creation

Poverty Reduction It is only through transfer of knowledge to

users in industry and business that academic R&D can become relevant to the society

IP Policies and Strategic Management of IPRs at Universities

10

© Vladimir Yossifov

Page 11: Presented by Vladimir Yossifov Consultant, IP Services “IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

“IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

Research Output

Universities and R&D Organizations must create the conditions for

the transfer of new knowledge to society

& produce a return on investment

IPRs will increase the value of new knowledge for business & industry

IP Policies and Strategic Management of IPRs at Universities

11© Vladimir Yossifov

Page 12: Presented by Vladimir Yossifov Consultant, IP Services “IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

“IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

IP Policies and Strategic Management of IPRs at Universities

12© Vladimir Yossifov

Issues to be covered by University IP Policy

Ownership of IPRs (teaching material, programs, research results, research & study papers, lab notebooks, inventions, marks, software, etc.)

Confidentiality

Publications

Disclosure of inventions and protection of IPRs

Material transfer

Page 13: Presented by Vladimir Yossifov Consultant, IP Services “IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

“IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

IP Policies and Strategic Management of IPRs at Universities

13© Vladimir Yossifov

Issues to be covered by University IP Policy

Sponsored research

Collaborative research

Freedom of future research

IPR Management, Marketing and Licensing

Revenue distribution

Employee inventions and work for hire

University rights versus individual rights

Start-up and Spin-off companies

Page 14: Presented by Vladimir Yossifov Consultant, IP Services “IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

“IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

IP Policies and Strategic Management of IPRs at Universities

14© Vladimir Yossifov

Strategies for Developing & Applying IPR Policies

REQUIREMENTS Ensure commitment from the top

management Appoint a drafting team - internal, external, a

person in charge (IPR champion) Educate the stakeholders (academic staff,

technical staff, students, researchers, visitors, etc.)

Discussion of the draft policy by various stakeholders

Public launching Periodic review and public information

Page 15: Presented by Vladimir Yossifov Consultant, IP Services “IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

“IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

IP Policies and Strategic Management of IPRs at Universities

15© Vladimir Yossifov

Conclusion

Universities need an IP Policy to efficiently manage & protect the IPRs used & created in relation to the education process

Such IP Policy should encourage awareness & respect for IPRs

A well balances IP Policy will enhance the image & goodwill of the University

In the development & management of IPRs in Universities, the interests of all stakeholders need to be considered & safeguarded

Page 16: Presented by Vladimir Yossifov Consultant, IP Services “IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

“IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

IP Policies and Strategic Management of IPRs at Universities

16© Vladimir Yossifov

Conclusion

An IP Policy will permit to efficiently manage, protect & transfer research results & knowledge generated by faculty, students, guest researchers & collaborators

The IP policy should guarantee the freedom of operation & future research programs

Page 17: Presented by Vladimir Yossifov Consultant, IP Services “IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

“IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY

IP Policies and Strategic Management of IPRs at Universities

17© Vladimir Yossifov

Thank you for your interest & attention!

I will appreciate receiving your comments, suggestions and questions

at

[email protected]