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

2. “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 BuildingTeaching Capacity Building Research & Developing New KnowledgeResearch & Developing New Knowledge Knowledge TransferKnowledge Transfer R&D INSTITUTIONS Research & Developing New KnowledgeResearch & Developing New Knowledge Knowledge TransferKnowledge Transfer IP Policies and Strategic Management of IPRs at Universities 2 © Vladimir Yossifov

3. “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 development through transfer of knowledge to society  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

4. “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 Universities 4 © Vladimir Yossifov

5. “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 Universities 5 © Vladimir Yossifov

6. “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 Universities 6 © Vladimir Yossifov

7. “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 Universities 7 © Vladimir Yossifov

8. “IP Management @ Universities” Istanbul, May 16 to 18, 2012 Albert Long Hall, BOGAZICI UNIVERSITY Universities, education and IP Universities 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 IPRsWarrant the freedom to operate and researchRegulate the conflicting interests of the various stakeholdersWarrant conditions for transfer of knowledge to users, business and industry IP Policies and Strategic Management of IPRs at Universities 8 © Vladimir Yossifov

9. “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 Universities 9 © Vladimir Yossifov

10. “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

11. “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

12. “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.) ConfidentialityPublicationsDisclosure of inventions and protection of IPRsMaterial transfer

13. “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 researchCollaborative researchFreedom of future researchIPR Management, Marketing and LicensingRevenue distributionEmployee inventions and work for hireUniversity rights versus individual rightsStart-up and Spin-off companies

14. “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

15. “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

16. “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

17. “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 vladimir@yossifov.com