Managing and evaluating intellectual property rights
A.A. 2019/2020
Obiettivi formativi
Intellectual property rights (IPRs) are a key component of today's economy. At worldwide level, they account for the large majority of large companies' assets. IPRs are a key component also for small and medium enterprises, as well as for start-ups acting in high tech industries.
This course is intended to provide students with theory and practice about how to manage IPRs proactively. To this end, students will first understand IPRs features (what makes IPRs special?), their origin and motivation (how IPRs emerged?) and the main issues scholars and practitioners are still debating (what is the role of intellectual property? are IPRs beneficial for innovation?). The first part of the course is specifically devoted to tackle these issues.
Managing also requires a deep understanding of the ways IPRs can be used to extract value. Companies can rely on IPRs to defend their position in a classic way or to proactively extract additional value through in-bound and out-bound processes. The recently emerging market for IPRs offers companies new, unprecedented options, but also bears possible risks. The second part of the course aims at tackling these topics.
This course is intended to provide students with theory and practice about how to manage IPRs proactively. To this end, students will first understand IPRs features (what makes IPRs special?), their origin and motivation (how IPRs emerged?) and the main issues scholars and practitioners are still debating (what is the role of intellectual property? are IPRs beneficial for innovation?). The first part of the course is specifically devoted to tackle these issues.
Managing also requires a deep understanding of the ways IPRs can be used to extract value. Companies can rely on IPRs to defend their position in a classic way or to proactively extract additional value through in-bound and out-bound processes. The recently emerging market for IPRs offers companies new, unprecedented options, but also bears possible risks. The second part of the course aims at tackling these topics.
Risultati apprendimento attesi
Participants in this course will learn which are the main intellectual property rights, their features, and how to manage and to protect them. In particular, they will understand how to set up an IP protection strategy within a company, how to identify and tackle the main threats in IPRs' protection, and what the practical tools are for ensuring such protection. Additionally, they will learn the main criteria for evaluating IPRs, in order to get a better understanding on how to exploit innovations within companies.
Periodo: Primo trimestre
Modalità di valutazione: Esame
Giudizio di valutazione: voto verbalizzato in trentesimi
Corso singolo
Questo insegnamento non può essere seguito come corso singolo. Puoi trovare gli insegnamenti disponibili consultando il catalogo corsi singoli.
Programma e organizzazione didattica
Edizione unica
Responsabile
Periodo
Primo trimestre
STUDENTI FREQUENTANTI
Programma
1. Introduction to IP
2. Soft IP: copyrights and trade secrets
2.1. Copyright - scope of protection and the logic, origins and motivations
2.1.1. Digital copyright, software, news, open source
2.1.2. Pictures, photos, and image rights
2.1.3. Databases and data market
2.1.4. Exceptions and limitations
2.2. Trade Secrets - scope of protection and the logic, origins and motivations
2.2.1. Nature of a non-traditional IP right
2.2.2. Information protected
2.2.3. Pros and cons
2.2.4. Trade secrets, confidentiality and data protection laws
3. Hard IP: Patent, trademarks, designs
3.1. Patents - scope of protection and the logic, origins and motivations
3.1.1. The patenting process
3.1.2. Informational value of patents
3.1.3. The patenting system - the Unified Patent Convention
3.1.4. Divisionals
3.1.5. Standard patents
3.1.6. Patents vs trade secrets
3.1.7. Marketing incentives: patent box
3.2. Trademarks - scope of protection and the logic, origins and motivations
3.2.1. Types of trademarks, look alikes, searches and checks, and strategy for protection
3.2.2. The trademark system
3.2.3. New types of trademarks: layout, keywords advertising, new types of signs
3.2.4. Brand protection and filing strategies
3.2.5. Selective distribution
3.3. Designs - scope of protection and the logic, origins and motivations
3.3.1. Design strategy
4. Recent Trends in IP law
4.1. Artificial intelligence and IP laws
4.2. Big data and IoTs
4.3. Internet service providers liability for IP infringements
5. Managing IP
5.1. IPR in the start-up process
5.1.1. Working with IP agents and attorneys
5.1.2. Developing a strategy
5.1.3. Clearances, searches, databases
5.1.4. Freedom to operate
5.1.5. Researching with Intellectual Property on Mind
5.1.6. Enforcement aspects in a IP strategy (PI, DNI, remedies)
5.2. Ownership and HR issues
5.2.1. IP Policies, NDA and other useful tools
5.2.2. Employees' rights, works for hire
5.2.3. Disclosures and filing decisions
5.2.4. Moral rights
5.3. Enforcement
5.3.1. Remedies and damages
5.3.2. Protection at customs / Border Seizure
5.4. IP audits
5.5. IP due diligence in M&A operations
5.6. Evaluating IP
5.7. IP market
5.7.1. IP agreements
5.7.2. Managing information transfer, IP intermediaries
5.8. IP abuse and competition concerns (the essential facilities doctrine)
2. Soft IP: copyrights and trade secrets
2.1. Copyright - scope of protection and the logic, origins and motivations
2.1.1. Digital copyright, software, news, open source
2.1.2. Pictures, photos, and image rights
2.1.3. Databases and data market
2.1.4. Exceptions and limitations
2.2. Trade Secrets - scope of protection and the logic, origins and motivations
2.2.1. Nature of a non-traditional IP right
2.2.2. Information protected
2.2.3. Pros and cons
2.2.4. Trade secrets, confidentiality and data protection laws
3. Hard IP: Patent, trademarks, designs
3.1. Patents - scope of protection and the logic, origins and motivations
3.1.1. The patenting process
3.1.2. Informational value of patents
3.1.3. The patenting system - the Unified Patent Convention
3.1.4. Divisionals
3.1.5. Standard patents
3.1.6. Patents vs trade secrets
3.1.7. Marketing incentives: patent box
3.2. Trademarks - scope of protection and the logic, origins and motivations
3.2.1. Types of trademarks, look alikes, searches and checks, and strategy for protection
3.2.2. The trademark system
3.2.3. New types of trademarks: layout, keywords advertising, new types of signs
3.2.4. Brand protection and filing strategies
3.2.5. Selective distribution
3.3. Designs - scope of protection and the logic, origins and motivations
3.3.1. Design strategy
4. Recent Trends in IP law
4.1. Artificial intelligence and IP laws
4.2. Big data and IoTs
4.3. Internet service providers liability for IP infringements
5. Managing IP
5.1. IPR in the start-up process
5.1.1. Working with IP agents and attorneys
5.1.2. Developing a strategy
5.1.3. Clearances, searches, databases
5.1.4. Freedom to operate
5.1.5. Researching with Intellectual Property on Mind
5.1.6. Enforcement aspects in a IP strategy (PI, DNI, remedies)
5.2. Ownership and HR issues
5.2.1. IP Policies, NDA and other useful tools
5.2.2. Employees' rights, works for hire
5.2.3. Disclosures and filing decisions
5.2.4. Moral rights
5.3. Enforcement
5.3.1. Remedies and damages
5.3.2. Protection at customs / Border Seizure
5.4. IP audits
5.5. IP due diligence in M&A operations
5.6. Evaluating IP
5.7. IP market
5.7.1. IP agreements
5.7.2. Managing information transfer, IP intermediaries
5.8. IP abuse and competition concerns (the essential facilities doctrine)
Propedeuticità
N/A
Prerequisiti
Attendant students:
-written exam 50%
-presentation 35%
-class attendance 15%
-written exam 50%
-presentation 35%
-class attendance 15%
Metodi didattici
The course is based on a combination of
-lectures (students are required to prepare materials for discussion)
-key-note speeches
-students' presentation
-lectures (students are required to prepare materials for discussion)
-key-note speeches
-students' presentation
Materiale di riferimento
STUDENTI NON FREQUENTANTI
WIPO, IP Asset Development and Management: a Key Strategy for Economic Growth, Publication year: 2006, available here
Intangible Asset & Intellectual Property Valuation: A Multidisciplinary Perspective By Paul Flignor and David Orozco available here
WIPO, Valuation of IP assets, in "IP PANORAMA", available here.
WIPO, IP audit, in "IP PANORAMA", available here.
WIPO, Trade secrets, in "IP PANORAMA", available here.
WIPO, Copyright and related rights, in "IP PANORAMA", available here.
WIPO, Trademarks and industrial designs, in "IP PANORAMA", available here.
WIPO, invention and patents, in "IP PANORAMA", available here.
The suggested book (below) is optional for attendant students.
Intangible Asset & Intellectual Property Valuation: A Multidisciplinary Perspective By Paul Flignor and David Orozco available here
WIPO, Valuation of IP assets, in "IP PANORAMA", available here.
WIPO, IP audit, in "IP PANORAMA", available here.
WIPO, Trade secrets, in "IP PANORAMA", available here.
WIPO, Copyright and related rights, in "IP PANORAMA", available here.
WIPO, Trademarks and industrial designs, in "IP PANORAMA", available here.
WIPO, invention and patents, in "IP PANORAMA", available here.
The suggested book (below) is optional for attendant students.
Programma
1. Introduction to IP
2. Soft IP: copyrights and trade secrets
2.1. Copyright - scope of protection and the logic, origins and motivations
2.1.1. Digital copyright, software, news, hyperlinks, open source
2.1.2. Databases
2.1.3. Exceptions and limitations
2.2. Trade Secrets - scope of protection and the logic, origins and motivations
2.2.1. Nature of a non-traditional IP right
2.2.2. Information protected
2.2.3. Trade secrets and confidentiality
3. Hard IP: Patent, trademarks, designs
3.1. Patents - scope of protection and the logic, origins and motivations
3.1.1. The patenting process
3.1.2. Informational value of patents
3.1.3. The patenting system - the Unified Patent Convention
3.1.4. Standard patents
3.1.5. Patents vs trade secrets
3.2. Trademarks - scope of protection and the logic, origins and motivations
3.2.1. Types of trademarks, and strategy for protection
3.2.2. The trademark system
3.2.3. Brand protection and filing strategies
3.3. Designs - scope of protection and the logic, origins and motivations
3.3.1. Design strategy
4. Managing IP
4.1. IPR in the start-up process
4.1.1. Working with IP agents and attorneys
4.1.2. Developing a strategy
4.1.3. Clearances, searches, databases
4.1.4. Freedom to operate
4.1.5. Researching with Intellectual Property in Mind
4.1.6. Enforcement aspects in a IP strategy (PI, DNI, remedies)
4.2. Ownership and HR issues
4.2.1. IP Policies, NDA and other useful tools
4.2.2. Employees' rights, works for hire
4.2.3. Disclosures and filing decisions
4.2.4. Moral rights
4.3. Enforcement
4.3.1. Remedies and damages
4.3.2. Protection at customs / Border Seizure
4.4. IP audits
4.5. Evaluating IP
4.6. IP market
4.6.1. IP agreements
4.6.2. Managing information transfer, IP intermediaries
2. Soft IP: copyrights and trade secrets
2.1. Copyright - scope of protection and the logic, origins and motivations
2.1.1. Digital copyright, software, news, hyperlinks, open source
2.1.2. Databases
2.1.3. Exceptions and limitations
2.2. Trade Secrets - scope of protection and the logic, origins and motivations
2.2.1. Nature of a non-traditional IP right
2.2.2. Information protected
2.2.3. Trade secrets and confidentiality
3. Hard IP: Patent, trademarks, designs
3.1. Patents - scope of protection and the logic, origins and motivations
3.1.1. The patenting process
3.1.2. Informational value of patents
3.1.3. The patenting system - the Unified Patent Convention
3.1.4. Standard patents
3.1.5. Patents vs trade secrets
3.2. Trademarks - scope of protection and the logic, origins and motivations
3.2.1. Types of trademarks, and strategy for protection
3.2.2. The trademark system
3.2.3. Brand protection and filing strategies
3.3. Designs - scope of protection and the logic, origins and motivations
3.3.1. Design strategy
4. Managing IP
4.1. IPR in the start-up process
4.1.1. Working with IP agents and attorneys
4.1.2. Developing a strategy
4.1.3. Clearances, searches, databases
4.1.4. Freedom to operate
4.1.5. Researching with Intellectual Property in Mind
4.1.6. Enforcement aspects in a IP strategy (PI, DNI, remedies)
4.2. Ownership and HR issues
4.2.1. IP Policies, NDA and other useful tools
4.2.2. Employees' rights, works for hire
4.2.3. Disclosures and filing decisions
4.2.4. Moral rights
4.3. Enforcement
4.3.1. Remedies and damages
4.3.2. Protection at customs / Border Seizure
4.4. IP audits
4.5. Evaluating IP
4.6. IP market
4.6.1. IP agreements
4.6.2. Managing information transfer, IP intermediaries
Prerequisiti
Non attendant student
-oral exam
-oral exam
Materiale di riferimento
Adam Jolly, The Handbook of European Intellectual Property Management - Developing, Managing and Protecting Your Company's Intellectual Property, 2015
WIPO, Valuation of IP assets, in "IP PANORAMA", available here.
WIPO, IP audit, in "IP PANORAMA", available here.
WIPO, Trade secrets, in "IP PANORAMA", available here.
WIPO, Copyright and related rights, in "IP PANORAMA", available here.
WIPO, Trademarks and industrial designs, in "IP PANORAMA", available here.
WIPO, invention and patents, in "IP PANORAMA", available here.
WIPO, Valuation of IP assets, in "IP PANORAMA", available here.
WIPO, IP audit, in "IP PANORAMA", available here.
WIPO, Trade secrets, in "IP PANORAMA", available here.
WIPO, Copyright and related rights, in "IP PANORAMA", available here.
WIPO, Trademarks and industrial designs, in "IP PANORAMA", available here.
WIPO, invention and patents, in "IP PANORAMA", available here.
SECS-P/08 - ECONOMIA E GESTIONE DELLE IMPRESE
SECS-P/09 - FINANZA AZIENDALE
SECS-P/09 - FINANZA AZIENDALE
Lezioni: 60 ore
Docente:
Banterle Francesco
Turni:
-
Docente:
Banterle FrancescoDocente/i