Facilitate Open Science Training for European Research Addressing IP challenges in collaborations and making data openly accessible Joe Doyle, Intellectual Property Manager, Enterprise Ireland Open access and research data management: Horizon 2020 and beyond University College Cork, April 14 th & 15 th 2015 Enterprise Ireland 2013-2014
My Objectives: Intellectual Property in Context Innovation Collaboration Challenges IP management Coexisting IP Rights IP in H2020 and Open Access Overview Support & Resources
Intellectual Property and Innovation? Solutions Innovation The process of applying new solutions to existing problems Problems Create Intellectual Capture Commercialise Property Continuous Innovation Requires a management process to capture inputs and outputs between the market and development activities.
Intellectual Property and Collaboration? Solutions Innovation Collaboration Managing interdependent yet apparently competing demands and motivations. Problems Create Intellectual Capture Commercialise Property HEI? Industry
Intellectual Property and Collaboration? Solutions Innovation Collaboration IP makes it possible achieve balance of rights between creator and user. Problems Resources Academia State Aid Create Capability Reward Intellectual Profit Capture Commercialise Property Investors Market Rights Competition Monopoly
Intellectual Property It s Much More than Patents! Patents, Designs,, Trade Secrets, UMs, Databases Expertise, Infrastructure, ICT, Finance, Partnerships Intellectual Property Intellectual Assets Intellectual Capacity Undisclosed info, Research Results, Agreements, Notebooks, Know/Show how, Data. Intellectual Asset Management Processes Policies, Processes Documentation Templates.
IP in Collaborations it s an imperfect world! Sources of conflict Poor IP Management Lack of Clarity Low IP Awareness Balancing Rights and Rewards Diverging motivations
IP Management Challenges at Each Phase Proposal Implementation Exploitation HEI Grant & Collaboration Agreements BIP 1 BIP 2 Background IP in Collaboration Collaboration Partnership & Researcher Agreements Programme(s) Foreground IP Out Background IP Out FIP 1 FIP 1 BIP 2 Severable Foreground IP Non- Severable Foreground IP Industry Partnership BIP 1 Background IP Collaboration is Complex! Must have clear and consistent IP management policies and procedures at ALL project phases Enterprise Ireland 2013-2014 Enterprise Ireland 2015
IP Coexisting Rights Employee/Subcontractor Active contribution to idea Right of recognition Employee/Subcontractor Original expression of idea Moral rights Intellectual Property Organisation/Partnership Assignee Enforcement and usage rights
Open Access (Open Science) Summary Rationale Build on previous results Foster collaboration and avoid duplication Accelerate Innovation Involve citizens and society Free? Publicly accessible online free of charge, but Authors retain control over the integrity of their work and the right to be properly acknowledged and cited (www.budapestopenaccessinitiative.org/read) Obligations Deposit machine readable e-copy in online repository no later than publication date. Provide open access to publication, and underlying data where possible, via repository Open Data Pilot Certain themes, option to opt in
IP in Horizon 2020 Dissemination of Results Data Dissemination Plan Self archiving. Embargo period. Data Management Plan Immediate open access
Dissemination and Exploitation Making use of results (aka innovation) Licensing Open Access Trade secret (if properly managed) Patents (other) Undisclosed Data Intellectual Property Publication Data Repository Research Data Intellectual Assets Disclosed Data Annotated Model Grant Agreement (Article 29) http://ec.europa.eu/research/participa nts/data/ref/h2020/grants_manual/amg a/h2020-amga_en.pdf Intellectual Capacity Intellectual Asset Management Processes Dissemination Plan and Data Management plan
IP in Horizon 2020 Rules and Resources Connected Support System for Industry Collaboration General Obligations Manage IP Access to Background Protect Results Ownership of Results Exploit and Disseminate Tech Transfer Office Varies depending on programme and project phase REF: H2020 Online Manual (WIP)
Online resources www.iprhelpdesk.eu https://www.iprhelpdesk.eu/sites/def ault/files/documents/eu_ipr_guideto-ip-h2020.pdf http://ec.europa.eu/research/particip ants/data/ref/h2020/grants_manual/h i/oa_pilot/h2020-hi-oa-pilotguide_en.pdf http://ec.europa.eu/research/particip ants/data/ref/h2020/grants_manual/a mga/h2020-amga_en.pdf
Thank you for your attention! Questions? Joe.doyle@enterprise-ireland.com @EI_JDoyle