1. Welcome to Day 2 of the SAE International Standards Committee Leadership Workshop
June 19-20, 2018
SAE International
Warrendale, PA

2. Leadership Workshop Day 2 Welcome
Angelo Patti
Chairman, Interior Climate Control Steering Committee
June 20, 2018
June 20, 2018

3. All SAE Standards fit into two volumes
Look What I Found!
All SAE Standards fit into two volumes
June 20, 2018

4. SAE J639 Half a Page Now A Standard 25 pages Includes 3 refrigerants
Compliance required by EPA for new refrigerants
June 20, 2018

5. ICCC Document History
1978
June 20, 2018

6. ICCC Document History Global Warming Ozone Depletion
R-1234yf introduced
Improved Recovery & Leak Detection
Improved Efficiency
Ozone Depletion
Refrigerant Recovery
(Initially R-12)
R-134a introduced
R-12 phased-out
June 20, 2018

7. What Did I Learn Yesterday?
June 20, 2018

8. Summary
SAE Committees and Standards are relative and responsive to needs of industry and government
Significance seems to be growing with time
So let’s use the tools were learning here and get to work!
June 20, 2018

9. Today’s Schedule Welcome Back SAE Mobilus
What is needed for each document type?
Cross Sector Discussion/Activity
Document/Ballot Process - Jeopardy
Group Photo
IP/Copyright Discussion
Leadership Breakout Activity
Promotion of SAE Technical Reports
Closing Remarks and Wrap Up
SAE Standards

10. SAE Mobilus – A Technical Resource Platform
John McBride, User Experience (UX) Manager
SAE Standards

11. Discussion on SAE Technical Report Classifications
Sae standards
Discussion on SAE Technical Report Classifications

12. Premise
Industry concern over the use and implementation of SAE guidance material contained in (A)RP documents. Potential inconsistencies in the designation of (A)S vs. (A)RP classifications considering intent as requirements or guidance. Potential misunderstanding over the use, and standing, of shall statements in an (A)RP. Question: can SAE provide additional guidance and clarification to committees when choosing a technical report classification, or in the use of shall and should statements in Standards and (A)RP documents – in a way that would facilitate usage of the technical reports consistent with their original intent?

13. SAE Technical Report Classifications – ACOOP, p. 25
AMS – Aerospace Material Specification These Technical Reports contain specific performance requirements and are used for material and process specifications conforming to sound established engineering and metallurgical practices in aerospace sciences and practices. AS – Aerospace Standard These Technical Reports contain specific performance requirements and are used for: (1) design standards, (2) parts standards, (3) minimum performance standards, (4) quality, and (5) other areas conforming to broadly accepted engineering practices or specifications for a material, product, process, procedure, or test method.

14. SAE Technical Report Classifications – ACOOP, p. 25
ARP - Aerospace Recommended Practice These Aerospace Technical Reports are documentations of practice, procedures, and technology that are intended as guides to standard engineering practices. Their content may be of a more general nature, or they may offer data that have not yet gained broad acceptance. The recommended practice should emphasize the capabilities and limitations of the information contained therein. A Technical Committee preparing such a report may add an introductory note stating, “This SAE Recommended Practice is intended as a guide toward standard practice and is subject to change to keep pace with experience and technical advances.” AIR – Aerospace Information Report These Aerospace Technical Reports are compilations of engineering reference data, historical information, or educational material useful to the technical community.

15. Proposed Guidance – AS vs ARP
Is the document intended to provide requirements? = (A)S
Is the document intended to be used for auditing? = (A)S
Is the document providing industry best practice and guidance? = (A)RP
Will the document contain requirements, guidance and a use case?
(A)S + (A)RP, or
(A)S + Information Report for use case, or
(A)S with guidance/use case appendix, clearly marked as such
An (A)RP can be reworked as a Standard if the committee subsequently identifies sufficient maturity and need for requirements/performance

16. Additional notes – should and shall

17. SAE Technical Report Style Manual p.33-34
Shall - "Shall" is to be used wherever the criterion for conformance with the specific recommendation requires that there be no deviation. Its use shall not be avoided on the grounds that compliance with the SAE Technical Report is considered voluntary. Should - "Should" is to be used wherever noncompliance with the specific recommendation is permissible. "Should" shall not be substituted for "shall" on the grounds that compliance with the SAE Technical Report is considered voluntary. line_version_may_2015.pdf

18. (A)RP Boilerplate Language
To help committees communicate the intent of the guidance to users, the following boilerplate language may be added to (A)RP templates: Throughout this document, the use of “shall” must not be interpreted to mean that compliance is mandated or that the “shall” statement is subject to compliance audit.

19. Thank you
Comments and Questions

20. Cross Sector Discussion
Does your committee currently collaborate with others?
Cross Committees?
Cross sectors? (Aero, GGV, SMC)?
Other?
How are you collaborating?
Are you looking to find other committees that may be working on a similar technology under a different Committee/Council? (Ex. Duplication of Standards)
SAE Standards

21. Break – 15 Minutes
SAE Standards

22. Document/Ballot Process
Jeopardy game
SAE Standards

23. Lunch – 45 minutes
SAE Standards

24. Group Photo
SAE Standards

25. IP RIGHTS IN STANDARDS: COPYRIGHTS & TRADEMARKS
SAE INTERNATIONAL
IP RIGHTS IN STANDARDS:
COPYRIGHTS &
TRADEMARKS
Gregory Bradley
General Counsel
Standards Leadership Workshop
June 20, 2018
Copyright © SAE International. Further use or distribution is not permitted without permission from SAE

26. Agenda Introduction / Background Personal IP Framework
Copyrights in Standards Content
Basic Review—Protecting Content of Standards
Standards
Trademarks - Use of Standards Identifiers
SDO Industry
SAE Standards
Impact on SAE Standards Developers / Users / Customers
SAE INTERNATIONAL Standards Leadership Workshop | 21 June
Copyright © SAE International. Further use or distribution is not permitted without permission from SAE

27. Trust Reputation Integrity Quality Authenticity Stewardship
Primary Drivers for SAE Standards IP Protection
Trust
Reputation
Integrity
Quality
Authenticity
Stewardship
Primarily Mission- Driven
vs.
Profit-Driven
SAE INTERNATIONAL Standards Leadership Workshop | 20 June 2018
Copyright © SAE International. Further use or distribution is not permitted without permission from SAE

28. – Accessibility / Technology Platforms
IP Framework
SDOs as Stewards
Integrity and Quality of Standards
– Maintenance
– Accessibility / Technology Platforms
Content and Source / Quality - IP Protection
– Copyright – for content
– Trademark – for source / quality
Various Types of IP Protection:
Patents
Trademarks
Copyrights
Trade Secrets
SAE INTERNATIONAL Standards Leadership Workshop | 20 June 2018
Copyright © SAE International. Further use or distribution is not permitted without permission from SAE

29. What Is Copyright?
A form of property that protects creative works in any fixed medium of
expression.
Begins the moment it is fixed in a perceivable medium.
No formal registration is required.
SAE INTERNATIONAL Standards Leadership Workshop | 20 June 2018
Copyright © SAE International. Further use or distribution is not permitted without permission from SAE

30. What works are NOT PROTECTED?
Ideas
Methods
Basic facts
Purely functional objects
Words or short phrases
Mere listing of ingredients or contents (lacking basic creativity)
SAE INTERNATIONAL Standards Leadership Workshop | 20 June 2018
Copyright © SAE International. Further use or distribution is not permitted without permission from SAE

31. Why do SDOs retain Copyrights?
In US, the ability to publish and sell standards is necessary to support
infrastructure - maintenance, authoring tools, technology improvements /
platforms, meeting logistics, staffing, etc.
Outside of US, SDOs are generally gov’t / taxpayer supported
Tracking copyright ownership of individual contributions over years (if not
decades) with varying contributors is, practically-speaking, impossible
Since standards copyright is held by a non-profit, the public and industry is
guaranteed access to standards – the standards cannot be withheld by one
or more parties / competitors
SAE INTERNATIONAL Standards Leadership Workshop | 20 June 2018
Copyright © SAE International. Further use or distribution is not permitted without permission from SAE

32. Exclusive Rights of Copyright Owners
Reproduction rights
Duplication, imitation, or simulation
Modification
Derivative works, adaptations, or modifications
Distribution / publication
Printed copies, website postings, or copies of recordings
Performance
Public display
SAE INTERNATIONAL Standards Leadership Workshop | 20 June 2018
Copyright © SAE International. Further use or distribution is not permitted without permission from SAE

33. The unauthorized use of material that is protected by
What is Copyright Infringement?
The unauthorized use of material that is protected by
intellectual property rights law in a manner that violates
one of the original copyright owner's exclusive rights.
SAE INTERNATIONAL Standards Leadership Workshop | 20 June 2018
Copyright © SAE International. Further use or distribution is not permitted without permission from SAE

34. No ‘Intent’ Needed to Infringe
Intent need not be proven for an infringement to have occurred.
An “innocent copying” is NEVER a defense.
Infringement can occur even if only a few words are copied.
The copied material is the “heart” or essence of the work.
SAE INTERNATIONAL Standards Leadership Workshop | 20 June 2018
Copyright © SAE International. Further use or distribution is not permitted without permission from SAE

35. Penalties Damages (actual and/or statutory) (could be substantial)
Attorneys fees (could be substantial)
Injunction (stop using, collect and destroy all copies)
Harm to reputation and company
Willful infringement may carry criminal charges
SAE INTERNATIONAL Standards Leadership Workshop | 20 June 2018
Copyright © SAE International. Further use or distribution is not permitted without permission from SAE

36. Public Domain
Information found on the internet may be copied freely only if the
information
is created by the federal government (must be verified),
has a copyright that has expired,
specifically states that use is not prohibited, or
has a copyright that has been abandoned by the holder.
Just because something is available on the Internet does NOT mean it is
in the public domain.
If you are not 100% certain the material is in the public domain, DO NOT
USE IT.
SAE INTERNATIONAL Standards Leadership Workshop | 20 June 2018
Copyright © SAE International. Further use or distribution is not permitted without permission from SAE

37. Request Permission
ALWAYS request permission from the copyright owner if you desire to use
copyrighted material.
Step 1 – Identify copyright owner: this may be difficult at times. Keep
in mind, different people or entities may own the different exclusive rights to the
same work
Step 2 – Contact copyright owner: to determine the best way to
request permission to use the material.
Step 3 – Secure written permission: permission should ALWAYS be in
writing. Be certain to have legal review of the permission letter/license grant.
The permission license must describe fees, terms, territory, and permitted uses.
Don’t be surprised if licensing fees are required for use.
SAE INTERNATIONAL Standards Leadership Workshop | 20 June 2018
Copyright © SAE International. Further use or distribution is not permitted without permission from SAE

38. Copyright Attribution
Always best to include text on the same page where the content appears.
Specify the real owner and that it is being used with permission.
If you use a portion of a work, you still must request permission and provide
proper attribution.
If you modify copyrighted work, you must still ask permission and provide
Attributing copyright ownership without permission from the owner is
infringement.
Example of attribution:
Adapted with permission. 2004© COMPANY, Incorporated.
Copying or reprinting without permission is expressly forbidden.
SAE INTERNATIONAL Standards Leadership Workshop | 20 June 2018
Copyright © SAE International. Further use or distribution is not permitted without permission from SAE

39. Trademarks - Standards Identifiers
SDOs have used standards identifiers (typically alpha-numeric references)
for decades
These “identifiers” function as trademarks because they operate to identify
the source of the standards
Legal definition: A trademark is a word, phrase, symbol, and/or design that
identifies and distinguishes the source of the goods of one party from those of
others
IEEE, The Open Group and other SDOs have been designating their
standards identifiers as trademarks
IEEE since at least 2002
SAE INTERNATIONAL Standards Leadership Workshop | 20 June 2018
Copyright © SAE International. Further use or distribution is not permitted without permission from SAE

40. IEEE Trademark Example
SAE INTERNATIONAL Standards Leadership Workshop | 20 June 2018
Copyright © SAE International. Further use or distribution is not permitted without permission from SAE

41. SAE Trademarks
SAE began to explicitly designate a select few GV standards identifiers as
trademarks as early as 2004
The first registered trademark for a GV standard – J1699® - was obtained in 2005
Beginning in 2012, SAE began to expand its trademark designation /
registration program by proactively identifying new standards that had high
impact potential (J1349TM, AS13000TM, AS6081TM)
A number of these trademarks are also being registered
Earlier this year, SAE began efforts to designate all new standards with the
trademark symbol (TM)
SAE INTERNATIONAL Standards Leadership Workshop | 20 June 2018
Copyright © SAE International. Further use or distribution is not permitted without permission from SAE

42. Source / Quality Protection – IP
SAE’s user groups and the public at large need to be able to rely on
SAE’s unique standards identifiers to indicate the source, authenticity
and quality of an SAE standard
– This applies to other SDOs as well
Market / customer confusion is caused when other SDOs and 3rd parties
adopt the same SAE unique identifier for their own standards, or attempt
to pass off authentic SAE standards as their own
Increasing use of standards content without proper attribution as to the
true source, and passing off of authentic content, needs to be addressed
SAE INTERNATIONAL Standards Leadership Workshop | 20 June 2018
Copyright © SAE International. Further use or distribution is not permitted without permission from SAE

43. No Impact to SAE’s User Groups
SAE’s trademark designations will NOT have any impact on users of SAE’s
standards
Regardless of whether they are OEMs, suppliers, government agencies or
regulators, or individuals
No need for users to update their technical design or process documents,
standards reference numbers, software, parts, etc. to reflect or add the “TM”
symbol
SAE’s user groups are in no danger or threat of any trademark conflict with SAE
No need to be concerned unless you or your company intends to market or
sell its own standards and use SAE’s standard identifiers on those
SAE is trying to prevent market/customer confusion regarding the source and
quality of SAE standards.
SAE INTERNATIONAL Standards Leadership Workshop | 20 June 2018
Copyright © SAE International. Further use or distribution is not permitted without permission from SAE

44. Q&A
QUESTIONS
SAE INTERNATIONAL Standards Leadership Workshop | 20 June 2018
Copyright © SAE International. Further use or distribution is not permitted without permission from SAE

45. Leadership Breakout Activity
New Leaders and Experienced Leaders Currently a New Leader? Currently an Experience Leader? Activity Goal: Become a more equipped leadership group and peak interest in becoming a leader How We Get There: What you may have needed / wanted when you were a new leader What you may need / want as an experienced leader Is there any correlation between the two? How could you or have you remedied these needs and wants Result: Publish an informational brochure for our current or aspiring committee leaders
Leadership Workshop 2018
SAE Standards

46. Leadership Breakout Activity
What questions did you have when you started as a New Leader? What was challenging? What was easy? What do you wish you would have known?
SAE Standards
Leadership Workshop

47. Leadership Breakout Activity
What questions do you currently have as an Experienced Leader? What challenges are you experiencing? What is easy? What would currently help you?
SAE Standards
Leadership Workshop

48. Leadership Breakout Activity
Discussion What a new leader needs What an experienced leader needs
SAE Standards
Leadership Workshop 2018

49. Break – 15 Minutes
SAE Standards

50. SAE International, Aerospace Standards Leadership Workshop June 20, 2018

51. Aerospace Product Group
Michael Thompson, Director of Aerospace Product Group Courtney Howard, Editorial Director Audra Ziegenfuss, Sr. Product Manager Beth Ellen Dibeler, Product Manager Monica Nogueira, Acquisitions Editor William Kucinski, Content Editor
What We Do. The Aerospace Product Group is responsible for the commercialization of aerospace standards (AS/AMS/SMC), development and commercialization of aerospace publications outside of standards (e.g., books, technical papers, white papers, etc.), acquisition of authors and partner content related to aerospace, and partnering with industry and academia to develop products which integrate into customer workflows and promote the dissemination of knowledge throughout the aerospace industry.
SAE Standards Leadership Workshop| 20 June 2018

52. Distribution Channels
Demographics and Channels for Direct SAE Individual Standards Sales (2017) [does not include subscriptions]
Distribution Channels
Resellers (subscriptions and individual sales)
Direct (subscriptions and individual sales)
AS Subscription
AMS Subscription
AS/AMS Subscription
Specialty Collections
MRO
Advanced Manufacturing
Power and Propulsion
Connected Aircraft
Custom Collections
Aeropaks
SAE Standards Leadership Workshop| 20 June 2018

53. Standards Collections
SAE Standards Leadership Workshop| 20 June 2018

54. Standards Marketing Press Release Email News Collateral Social Media
SAE Standards Leadership Workshop| 20 June 2018

55. Top 25 Individual Sales SAE AS/AMS Standards (2017) [including major resellers]
SAE Standards Leadership Workshop| 20 June 2018

56. Top 25 Individual Direct Sales SAE AS/AMS Standards (YTD) [no resellers]
SAE Standards Leadership Workshop| 20 June 2018

57. Top 25 MOBILUS Downloads of SAE AS/AMS Standards (2017)
SAE Standards Leadership Workshop| 20 June 2018

58. Top 25 MOBILUS Downloads of SAE AS/AMS Standards (YTD)
SAE Standards Leadership Workshop| 20 June 2018

59. Questions?
SAE Standards Leadership Workshop| 20 June 2018

60. Workshop Review and Wrap Up
Feedback on the last two days
Results, Take Aways??
Any last questions?
What are three key items you will take away from attending this workshop?
Please write on provided forms and leave in back of the room
Please look for an containing a survey for this event. We appreciate your feedback!!
Thanks to everyone for attending!!!!!
SAE Standards