AUTM Software and Digital Media CourseSM

Transcription

1 Association of University Technology Managers AUTM Software and Digital Media CourseSM June 20 21, 2008 Omni Austin Hotel Downtown Austin, TX USA

2 About the Software and Digital Media Course The AUTM Software and Digital Media Course is designed specifically for technology professionals who work with information assets such as software, digital media, databases, electronic data, and Web sites. Go back to your office with the tools and relationship-based models to proactively build your university s portfolio of information assets, manage projects based on information assets and create a sustainable software, digital media and subscription-based licensing practice. About AUTM The Association of University Technology Managers is a nonprofit organization with an international membership of more than 3,500 technology managers and business executives. AUTM members are managers of intellectual property, one of the most active growth sectors of the global economy. AUTM members come from more than 300 universities, research institutions and teaching hospitals as well as numerous businesses and government organizations. Software and Digital Media Planning Committee: Chair: Charles R. Williams, University of Oregon Committee: Richard Friedman, University of Texas, Austin Doug Hockstad, The University of Michigan Yatin S. Karpe, Lehigh University Betsy Merrick, University of Texas, Austin Jane Muir, University of Florida Kate Tallman, University of Colorado Robert A. Wooldridge, Carnegie Mellon University AUTM acknowledges the 2008 Software and Digital Media Course sponsors: Meeting Agenda Friday, June a.m. Continental Breakfast 8 8:45 a.m. Welcome and Keynote Introduction: Charles R. Williams, University of Oregon Keynote Speaker: Patrick L. Jones, University of Arizona The AUTM Software Course keynote address will provide an overview of the field and touch on the differences between managing software and digital assets and other research artifacts in the academic environment. 8:45 10:15 a.m. Concurrent Session A Intellectual Property Tool Kit for Case Managers Dana Bostrom, Portland State University Speakers: Charles C. Valauskas, Valauskas & Pine LLC Charles R. Williams, University of Oregon Managing software and digital media begins with a fundamental understanding of how information-based materials are created and viewed by developers as well as their communities, and what the appropriate role for intellectual property is in the context of each research project's goals. In this session you will learn how to identify information assets embedded in innovations at your university and evaluate the role of IP in managing the quality of information-based materials (standards), building the reputation of your innovators and institution, and choosing associations that develop positive academic and commercial relationships. We will focus on attaching the correct intellectual property rights, such as copyright, marks and data rights, to information-based materials, given the goals chosen by a research project and linking these to permission and licensing models. 8:45 10:15 a.m. Concurrent Session B Advanced Issues and Practical Applications Gerald Barnett, University of California Santa Cruz Speakers: Patrick L. Jones, University of Arizona Robert A. Wooldridge, Carnegie Mellon University Managing software and other digital media requires an understanding of the differences in the development and distribution of this form of intellectual property. This highly interactive session will examine a number of hypothetical scenarios. Small groups will be presented with materials, develop solutions and discuss the implications. Advanced concepts, such as layering open source and hybrid licenses, will be considered. This is an advanced session. Attendees should have experience executing multiple software licenses and a solid understanding of the terms of BSD, GPL and LGPL licenses. 10:15 10:45 a.m. Networking Break AUTM Software and Digital Media Course Goes Paperless The 2008 AUTM Software and Digital Media Course will be paperless. This means that handouts will not be distributed at any educational session. All registrants can access handouts before, during and after the course. 1. Before the meeting, visit, where all handouts submitted by speakers and moderators will be posted two weeks prior to the meeting. Print handouts of the educational sessions you plan to attend prior to leaving for the meeting and bring them with you. You may also save them to your laptop to view during the sessions. 2. After the meeting, handouts will be available at. AUTM Software and Digital Media Course

3 Meeting Agenda 10:45 a.m. Noon Open Source I Speakers: Richard Friedman, University of Texas, Austin Heather Meeker, Greenberg Traurig Open source is prevalent in universities. Individuals, collaborative communities and faculty members use open source as an alternative mechanism for publishing academic work. In this session, experts will provide a basic primer on open source and answer key questions, such as what is open source? What rights are (and are not) conveyed? How many different open source models are there, and what are the key differences between them? How can you make software available on an open source basis and still raise revenue by charging for licenses? Noon 1 p.m. Lunch 1 1:45 p.m. Application Developer s Point of View: Commercial Distribution Speaker: Richard Friedman, University of Texas, Austin Jeff Bennighof, University of Texas, Austin The AUTM Software Course continues its tradition of bringing topflight academic researchers to the table. In this session, Jeff Bennighof, a professor in Aerospace Engineering at The University of Texas, Austin will detail his experience with developing and commercializing AMLS software, now used by a majority of automobile makers to predict noise and vibration levels inside the passenger compartment during the design stage. Dr. Bennighof will describe his experience in drawing upon resources from federal funding agencies, computer hardware vendors, consulting firms and automobile manufacturers to create a product that has had a significant impact on industry and resulted in significant revenues to the university. 1:45 2:30 p.m. Application Developer s Point of View: Open Source Speakers: Richard Friedman, University of Texas, Austin Kazushige Goto, University of Texas, Austin Karl Schulz, University of Texas, Austin In this second session about faculty perspectives, Kazushige Goto, research associate, and Karl Schulz, assistant director of high performance computing, of the Texas Advanced Computing Center at the University of Texas, Austin, will discuss their experience using shared source licensing as a model for distribution. Goto developed a widely used software package called GotoBLAS, an implementation of the linear algebra libraries known as BLAS (Basic Linear Algebra Subprograms). The GotoBLAS library contains elementary math routines used within many scientific and engineering packages. 2:30 3:30 p.m. Open Source II Gerald Barnett, University of California Santa Cruz Speakers: Richard Friedman, University of Texas, Austin Heather Meeker, Greenberg Traurig Having created the groundwork for understanding the principles of open source, this second open source session will explore advanced topics regarding university use and participation, including when it should be used, in what flavors and how it affects patent positions (GPLv3/ALv2). We will also examine how some exploit and work around open positions when open source is inappropriate or too restrictive, transition and extensions, and open source in relation to innovation and research economics. 3:30 4 p.m. Networking Break AUTM Software and Digital Media Course 4 5:30 p.m. Software Patenting Speakers: Andrew Dillon, Dillon & Yudell LLP Fred B. Holt, University of Washington Robert A. Wooldridge, Carnegie Mellon University In this session, we will hear from a panel of technology transfer professionals, including Andrew Dillon, managing partner and patent attorney for Dillon & Yudell LLP. Each panelist has extensive experience in software patenting and startup formation. They will discuss what, when and how to file, current trends and how to manage expectations from a business and institutional perspective. 6 7:30 p.m. Reception Saturday, June a.m. Continental Breakfast 8 10 a.m. It s All About the License Charles R. Williams, University of Oregon Speakers: Daniel Dardani, Massachusetts Institute of Technology John McEntire, University of Illinois, Urbana-Champaign Kate Tallman, University of Colorado Software licenses come in all shapes and sizes, from exclusive developer/distributor to end-user. Through interactive discussion, along with review of case studies, this session will cover some key terms of different license approaches such as evaluation, distribution, site licenses, and creation of derivatives. The goal of the session is to explore how case managers might handle the concerns and expectations of university stakeholders and licensees :30 a.m. Networking Break 10:30 a.m. Noon Startups Based on Software or Information Assets Speakers: Fred B. Holt, University of Washington Patrick L. Jones, University of Arizona Robert A. Wooldridge, Carnegie Mellon University Nationally, the history of university technology transfer activities critically illustrates a development gap between university laboratories and product commercialization. For many technologies, forming a university spin-off is the fastest and most cost effective way to bridge this development gap and demonstrate commercial promise. With any startup, a disruptive platform technology is necessary. Other aspects, such as network effects and capital intensiveness, are very different for software-based companies. In this session, we will explore the similarities and differences of one potential assessment tool and a number of different examples and scenarios. Noon 1 p.m. Lunch on Own 1 3 p.m. Software Management Operations in a Nutshell Gail Dykstra, University of Washington Speakers: Dana Bostrom, Portland State University Lisa Kuuttila, University of New Mexico Learn how to set up software operations management and digital media projects. Panelists will address innovator and institutional concerns, revenue management mechanisms, and infrastructure needs and challenges. 3 p.m. Course Adjourns

4 General Information Hotel Omni Austin Hotel Downtown 700 San Jacinto Street Austin, TX USA Phone: (512) Fax: (512) Location The Omni Austin Hotel in downtown Austin, Texas is in the heart of Austin s thriving downtown business center. You ll be just steps away from the Texas State Capitol and lively 6th Street. Hotel Accommodations AUTM has negotiated a discounted rate of $179 for single or double occupancy, plus applicable taxes. These rates will be available to attendees, based on availability, from Wednesday, June 18, through Saturday, June 22, To reserve a room, call the hotel at (512) or the toll-free number 1-(888) and identify yourself as an AUTM meeting attendee to obtain the special rate. If you prefer, make your reservations online at the AUTM Web site:. Make reservations by Monday, May 21, 2008; discounted room rates may not apply after this date. A credit card guarantee is required to hold your reservation. The hotel will charge the equivalent of one night s room and tax if cancellation notice is not provided to the hotel by noon at least 48 hours before scheduled arrival. Hotel check-in is 3 p.m., and check-out is noon. Airport Transportation Information The Omni Austin Hotel Downtown is approximately 45 minutes by taxi from Austin Bergstrom International Airport, approximately a $17 fare. Shuttle service is available through SuperShuttle for $12 one way or $24 roundtrip. A reservation to the hotel is not required. After you claim your luggage, follow the signs from the baggage claim area to the SuperShuttle ticket counter which is located just past baggage carousel 1. Return reservations need to be made 48 hours in advance by calling SuperShuttle at (512) Cancellations must be made four hours before your scheduled pickup. Car Rental Avis Rent A Car System Inc. is the official car-rental service for the AUTM Software and Digital Media Course. Avis agents can provide the best available rates during your stay. For reservations, call (800) and reference the AUTM Avis Worldwide discount number J to receive special pricing. If you prefer, make your reservation online at the AUTM Web site:. Parking Self-parking is available for $15 per day plus tax. Valet parking is $20 per day plus tax. Rates are subject to change. Foreign Visas Citizens of many countries are eligible for a visa waiver for entry into the United States. For more information, visit the US State Department s Web site at Attire and Weather Attire for the AUTM Software and Digital Media Course is business casual. Austin s average daytime high temperature in June is 91 F (33 C); the average low temperature is 71 F (22 C). Registration Information Full meeting registration includes admission to all meeting workshops and group meal functions. AUTM member: Membership in AUTM is on an individual basis, and member fees only apply to the individual who is a current member in good standing. Processing Registrations AUTM will process course registrations only when they are accompanied by a check or include credit card information. Please note: Registration forms, with fees paid, must be postmarked (if mailed) or received by fax by May 22, 2008, to qualify for the discounted early rate. Registrations received after May 22, 2008, must be paid at a higher rate. To be considered pre-registered, your registration, changes or substitutions must be received by June 5, Questions If you have questions about the registration, contact Natalie Daverman at AUTM headquarters via at [email protected]; by phone at (847) , ext. 244; or fax at (847) Association of University Technology Managers, AUTM and are registered trademarks of the Association of University Technology Managers. AUTM Software Course SM is a service mark of AUTM. AUTM Software and Digital Media Course

5 Please Print Complete a separate form for each registrant. Software and Digital Media Course Registration Form June 20 21, 2008 Given Name/First Name Surname/Family Name/Last Name Do not post my name to the online pre-registration list. Job Title Organization Street Address City State/Province Zip/Postal Code Country Work Phone Work Fax Austin, Texas USA Registration Fees Please circle the appropriate fee: Register online at: It s fast and secure. By By May 22 June 5 Onsite AUTM Member*: $600 $675 $700 Nonmember: $825 $900 $925 * Membership in AUTM is on an individual basis and member fees apply only to the individual who is a current member in good standing. Meeting and Membership Package: $810 $885 $910 Affiliation: University Industry Law Firm Teaching Hospital Federal Lab Government Consultant Other, please list: Academic Research Institute Please send me information about becoming an AUTM member. Address Emergency Contact During Meeting (Name, Telephone Number) After-Hours Phone or Address Registration Pre-registration policy: To be considered pre-registered, your registration, changes or replacement must be received by June 5. After this date, you must register onsite. Faxed registration forms that do not contain credit card information do not qualify as an early registration. Payment Check Check enclosed for $ Please make check payable to: Association of University Technology Managers, Inc. Funds must be in U.S. Dollars. Credit Card VISA MasterCard American Express Amount $ Payment Confirmation: Attendees that include an address on their registration form will receive an confirmation/receipt within 24 hours of registering online. Allow up to five business days if registered by mail or fax. If an address is not provided, registrants will receive a confirmation in the mail within 14 business days. Print name as it appears on card Card Number Signature Exp. Date (mm/yy) Registration Cancellation Policy: Notification of cancellation must be submitted in writing. Cancellations received by May 22 will be subject to a $75 cancellation charge. No refunds will be given after May 22. Substitutions are allowed at any time, but must be submitted in writing and must be of the same membership status. Register online at Complete this registration form and mail it with the appropriate payment to: Association of University Technology Managers Treasury Center Chicago, IL Or fax to AUTM with credit card payment information to: (847) Credit Card Billing Address (if different from above) City State Zip/Postal Code Special Needs Please contact AUTM headquarters at (847) ; fax: (847) ; [email protected], if you have any special needs. AUTM Taxpayer ID # CAUTION: If you submit your registration form more than once, it may result in a duplicate charge on your credit card. Please send your registration using only one method of payment and submission.

6 Association of University Technology Managers 111 Deer Lake Rd. Suite 100 Deerfield, IL USA Save the Date Plan to Attend These Upcoming AUTM Meetings and Professional Development Courses: AUTM Central Region Meeting Imagining the Future: The Genius of Tech Transfer July 14 16, 2008 Marriott Cleveland Downtown at Key Center Cleveland, OH AUTM Eastern Region Meeting Revolution and Reform in Technology Transfer: Commercialization Without Aggravation July 21 23, 2008 Renaissance Boston Waterfront Hotel Boston, MA AUTM Western Region Meeting Technology Transfer Around the Pacific Rim July 27 29, 2008 Waikiki Beach Marriott Resort & Spa Honolulu, HI AUTM Technology Operations and Organization Licensing Skills Course (TOOLS) SM Sept , 2008 Hyatt Regency Tech Center Denver, CO AUTM Executive Summit SM Dec. 3 4, 2008 Hotel Monteleone New Orleans, LA AUTM Advanced Topics Course SM Dec. 4 6, 2008 Hotel Monteleone New Orleans, LA AUTM Annual Meeting SM Feb , 2009 Marriott Orlando World Center Resort Orlando, FL AUTM Basic Licensing Course SM Sept , 2008 Hyatt Regency Tech Center Denver, CO