IPscore® technology transfer platform

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  • 1. New Standard for Open InnovationAlan Engel, TT CrossroadsVersion 2012-3-20 IPscore® is a registered trademark of the European Patent Organization .
  • 2. 1974 Indiana University, Chemistry1980 Rockfeller University, Ph.D.1980 DuPont Company, Polymer Products Department1984 Research Development Corp of Japan, Researcher1987 Establish Paterra, Inc. - ERATO Foreign Representative1996 Machine translation service for patents1999 Fully automated machine translation of patents over Internet(Instant MT®)2007 Tsukuba, Japan location2009 Establish TT Crossroads2009 Japan Science & Technology Agency, International Advisor for Technology Transfer2010 Ibaraki Prefecture Science & Technology Promotion Council, Member3/27/2012 Alan Engel, TT Crossroads
  • 3.  Understanding of relationships between technology, markets and industrial strategy  Easily understood principles  Easily practiced methods  Tools applicable at research planning stage3/27/2012 Alan Engel, TT Crossroads
  • 4. University Industry 大きく複雑 Big, complex/크고 복잡하다大学 /大學 産業 /산업 大型和复杂的 /大型和複雜的 대학 业 /業 •過度なコスト Too expensive/ 과도한 비용 成本过高 / 成本過高 •参入困難 Difficult to enter/진입 곤란 很难进入 /很難進入 •目利きに過度依存性 Too dependent on “champions” 전문 중재인에 지나치게 의존 过度依赖專家 / 過度依賴专家3/27/2012 Alan Engel, TT Crossroads
  • 5.  Most important advance in innovation, particularly open innovation, since Bayh-Dole Act Advances entire industry of technology transfer3/27/2012 Alan Engel, TT Crossroads
  • 6. Now Service A Service B Service C Service D New Tech3/27/2012 Alan Engel, TT Crossroads
  • 7. Future Service A Service Service Service E C B Service IPscore® D Service F New Tech3/27/2012 Alan Engel, TT Crossroads
  • 8.  Patent portfolio management tool provided by EPO  FREE  STRONG MARKET POSITION  Foundation for international standardization3/27/2012 Alan Engel, TT Crossroads
  • 9.  Qualitative tool for management and evaluation of patents  Means for dialogue connecting patents and general company strategy  Guide to identify potential gains and opportunities for saving expenses3/27/2012 Alan Engel, TT Crossroads
  • 10.  2001: Version 2.o developed by Danish Patent Office  In cooperation with Jan Morritsen of Copenhagen Business School and Danish companies  Purpose: Measurement and reporting of intellectual capital 2003: Marketed by Questel 2006: Purchased by EPO 2009: EPO provides FREE DOWNLOADS  Version 2.1 is Microsoft® Office Access 2003 database  English, German, French 2010: Version 2.2  Import/export of CVS files3/27/2012 Alan Engel, TT Crossroads
  • 11.  IPscore® home page  http://www.epo.org/patents/patent- information/business/valuation/ipscore.html Registration and download  https://secure.epo.org/patents/patent- information/ipscore/index.en.php User manual  Link from registration page Training video  http://www.epo.org/patents/learning/e-learning/business- commerce/ipscore.html3/27/2012 Alan Engel, TT Crossroads
  • 12. Language Developer/ProviderEnglish EPOGerman EPOFrance EPODanish DKPTOSpanish OEPM3/27/2012 Alan Engel, TT Crossroads
  • 13. Language Donor Status Japanese TT Crossroads EPO Review Korean IPMS EPO Review Chinese (ZH-cn) Liu BinQiang, SIPO EPO Review Hungarian Laser Consult Volunteer Malaysian Tynax Partners Volunteer Indonesian Tynax Partners Volunteer Tamil SkyQuest Volunteer Hindi SkyQuest Volunteer3/27/2012 Alan Engel, TT Crossroads
  • 14. Technology Patent 技術/ 기술 / 技术 特許 / 특허 / 专利 / 專利 Strategy 戦略 / 전략 / 战略 / 戰略 Market Finance 市場/ 시장 / 市场 財務 / 금융 / 金融3/27/2012 Alan Engel, TT Crossroads
  • 15. 3/27/2012 Alan Engel, TT Crossroads
  • 16. Current Problem IPscore® solutionMany models Unified approachProprietary models and •Publicly disclosed modelmethods •With some training, anyone can practiceResults and reports hard Transmittable databaseto communicate •Common format•Proprietary content •Methods and basic•Specialized methods knowledge shared by provider and consumer3/27/2012 Alan Engel, TT Crossroads
  • 17. Citation-based methods IPscore®Valuation only AFTER Valuation before applicationpublicationNo clear relationship to IP Clear contribution to IPimprovement improvementCannot be used for technology Can play central role intransfer technology transferCan only be used by specialists Can be used by researchersAmbiguous interpretation Influence of factors clear 3/27/2012 Alan Engel, TT Crossroads
  • 18. Evaluation FactorA1. What is the legal status of the patent?A2. What is the patent’s legal position of strength?A3. How long is the patent still valid?A4. How broad and comprehensive are the claims?A5. Does the patent’s geographical coverage include the relevantmarkets?A6. Are patents monitored to identify infringements?A7. Are disputes and legal proceedings customary in the operativemarkets?A8. Does the company have the means to enforce patent rights? 3/27/2012 Alan Engel, TT Crossroads
  • 19. 1: No novelty search2: Simple search completed3: National office novelty search4: International novelty search5: Novelty and infringement searches complete3/27/2012 Alan Engel, TT Crossroads
  • 20. 1: Very narrow and specific2: Quite narrow3: Reasonably broad4: Broadly inclusive5: Comprise general principle3/27/2012 Alan Engel, TT Crossroads
  • 21. FactorB1. Is the invention a unique technology?B2. Is the invention technically superior to substitute technology?B3. To what extent has the invention been tested?B4. Does the patented technology call for new skills, qualifications, or productionequipment?B5. How much time is required before technology can be commercially worked?B6. Are infringing copycat products easy to produce?B7. Are products of infringing nature easy to identify?B8. Does deployment of technology depend on license agreements with others?B9. Does the technology have marketing value (customer value)? 3/27/2012 Alan Engel, TT Crossroads
  • 22. FactorC1. What are the marketing options?C2. What is the market growth in business area where the patented technology is utilised?C3. Life expectancy of the patented technology in the market?C4. Are competitive or substitute products active in the market?C5. What ultimate sales price is the consumer willing to pay compared to existing knownproducts?C6. What is the potential extra turnover to be obtained within the business area whenutilising the patented technology?C7. What knowledge does the company have of application potential and commercialopportunities?C8. Does the patented technology embody potential revenue from licensing agreements? 3/27/2012 Alan Engel, TT Crossroads
  • 23. 1: No known market for the patented technology2: Patented technology has not yet been targeted at a particular market .3: Well-known market for the patented technology4: Well-known market and further, well-defined market options5: Well-known market and other tangible prominent markets3/27/2012 Alan Engel, TT Crossroads
  • 24. FactorD1. Can existing business area output in the relevant market bemaintained without utilising the patented technology?D2. What are the necessary future development costs?D3. What is the index for cost of production when implementingthe patented technology?D4. What investment is necessary for production equipment?D5. Does the company have the financial capacity to cover patentrenewal fees in the relevant markets?D6. What is the patented technology`s contribution to companyprofits? 3/27/2012 Alan Engel, TT Crossroads
  • 25. 3/27/2012 Alan Engel, TT Crossroads
  • 26. FactorE1. Is the object of the patent to secure position held in existing markets?E2. Is the object of the patent to win new markets?E3. Is the object of the patent part of an image-building process?E4. Is the object of the patent to ensure ”freedom to operate” - to ensure the space foryour own development activities?E5. Is the object of the patent to restrict competitive development?E6. Does the company use the patent for licence or sales agreements?E7. Does the patent form part of the company’s core-technology areas?E8. Is there alignment between the patent and the company’s business strategy? 3/27/2012 Alan Engel, TT Crossroads
  • 27. 3/27/2012 Alan Engel, TT Crossroads
  • 28. University Industry 大学 /大學/대학 産業 /산업/业 /業 IPscore®3/27/2012 Alan Engel, TT Crossroads
  • 29.  Localized versions  ローカライズされたバージョン/ 현지화된 버전 / 本地化 版本 XML schema for file exchange  ファイル交換用XMLスキーマ/ 파일을 교환하기위한 XML 스키마 / XML架构的文件交换 / XML架構的文件交換 Customization for technology transfer  技術移転用の特化/ 기술 이전에 대한 적응 / 定制技术转 让 / 定制技術轉讓3/27/2012 Alan Engel, TT Crossroads
  • 30.  Current  CSV XML  Internet standard  Extensibility ▪ EPO Open Patent Service (OPS) ▪ IFRS (Accounting standard) ▪ Patent document standards  EPO / TT Crossroads cooperative development3/27/2012 Alan Engel, TT Crossroads
  • 31.  Strengthening research strategies Strengthening intellectual property University-industry cooperation & technology transfer  Preparation and strategy  Matching  Information exchange Reducing costs for maintaining patent portfolios3/27/2012 Alan Engel, TT Crossroads
  • 32. Objective Strengthening IP of technologies Setting strategy Matching Communicating value of technology3/27/2012 Alan Engel, TT Crossroads
  • 33. 3/27/2012 Alan Engel, TT Crossroads
  • 34. 1: No novelty search3: National office novelty search4: International novelty search5: Novelty and infringement searches complete3/27/2012 Alan Engel, TT Crossroads
  • 35. 1: Very narrow and specific2: Quite narrow3: Reasonably broad4: Broadly inclusive5: Comprise general principle3/27/2012 Alan Engel, TT Crossroads
  • 36. 1: No known market for the patented technology2: Patented technology has not yet been targeted at a particular market .3: Well-known market for the patented technology4: Well-known market and further, well-defined market options5: Well-known market and other tangible prominent markets3/27/2012 Alan Engel, TT Crossroads
  • 37.  Purposes  Reduce size and cost of patent portfolio using objective methods  Promote continuous commercialization of maintained technologies  Strengthen IP3/27/2012 Alan Engel, TT Crossroads
  • 38. Patent portfolio triage Purpose: Reduce size and cost of patent portfolio using objective methods3/27/2012 Alan Engel, TT Crossroads
  • 39. Portfolio Deeper Analysis Risk / Opportu nity3/27/2012 Alan Engel, TT Crossroads
  • 40. Matching for technology transferConcept: Evaluate by licensee candidate or by technology candidate3/27/2012 Alan Engel, TT Crossroads
  • 41. Seeds Needs Tech Market Strategy Matching Patent Finance3/27/2012 Alan Engel, TT Crossroads
  • 42. Licensee candidate “portfolio” Candidates Deepen analysis Risk / Opportunity3/27/2012 Alan Engel, TT Crossroads
  • 43. Technology candidate “portfolio” Candidates Deepen analysis Risk / Opportunity3/27/2012 Alan Engel, TT Crossroads
  • 44. Selecting nations for PCT application 国Concept: Analyze by nation3/27/2012 Alan Engel, TT Crossroads
  • 45. “Portfolio” of nations Candidates Deepen analysis Risk / Opportunity3/27/2012 Alan Engel, TT Crossroads
  • 46. IPscore® Example Factors For TTOs ProTon http://forums.epo.org/ipscore-customisation-f69/topic1620.html Weights For start ups By industry Data3/27/2012 Alan Engel, TT Crossroads
  • 47. Factor/Score IPscore V2.2 customisation A2 What is the patents legal What is the legal validity of the position of strength? patent? 1 No novelty search No novelty search 2 Quick and dirty search (simple Initial research by inventor or database search) performed using a Technology Transfer Office (TTO) 3 National office novelty search or Research through patent similar evaluation agency (PVA) 4 International novelty search Novelty search or similar by national Patent Office 5 Novelty search and infringement International novelty search search*From English customisation of IPscore for TTOs developed by the EPO in cooperation withProTon Europe. (see http://forums.epo.org/ipscore-customisation-f69/topic1620.html)2011/5/6 Alan Engel, TT Crossroads
  • 48. Factor/Score IPscore V2.2 customisation A7 Are disputes and legal Who owns the patent? proceedings customary in the operative markets? 1 Legal proceedings are very An independent inventor customary 2 Legal proceedings exist Research institute with a cooperation partner 3 Disputes are customary Research institute and additional foreign research institute 4 Disputes exist Research institute and additional national research institute 5 Disputes and legal proceedings The university alone are not customary2011/5/6 Alan Engel, TT Crossroads
  • 49. Factor/Scor IPscore V2.2 customisation e B5 How much time is required before the patented technology (unchanged) can be commercially worked? 1 5 years before 15 years until commercial commercialisation exploitation 2 2 years 10 years 3 1 year 5 years 4 ½ year 2 years 5 0 years – ready for commercial 0 years - market ready activities2011/5/6 Alan Engel, TT Crossroads
  • 50. IPscore.xmlIPscore® Factors Ex/Im Factors.xml Weights Ex/Im Weights.xml Data Ex/Im Data.xml3/27/2012 Alan Engel, TT Crossroads
  • 51. <Svar> <串行>102</串行> <ID>P_C5</ID> <專利_商標>P</專利_商標> <專利ID>Patent x1</專利ID>IPscore Export <問題id>C5</問題id> -Patent x1 XSLT <重量>0</重量> -… Import <值>2</值> <評論> 這是一個到C5的評論。 </評論> </Svar>3/27/2012 Alan Engel, TT Crossroads
  • 52. <問題表> <ID>P_C5</ID> <專利_商標>P</專利_商標> <問題id>C5</問題id> <Data_til_oek_model>0</Data_til_oek_model> <文本>相對於現有產品,客戶樂於支付的最終價格是多少?</文本> <描述> 如果銷售能夠獲得成功,產品在相關市場中能夠獲得的最高潛在銷售 價格是多少?相對於已經存在的、已知的產品,這個因素是對消費者/ IPscore Export 購買者願意為具有與本專利技術/產品/服務提供的質量/性能的產品支付 的最終價格的直接分析。對於產品等可獲得的價格越高,專利的價值 就越高。有時,價格會確定在一個低於競爭對手的成本價格,比如因-Patent x1 XSLT 為產品更加易於生產。對於這些因素的補償已經在其它評估因素中考 慮,比如那些關於生產成本與投資的評估因素。 -… Import </描述> <簡短的文字>可獲得的最終價格</簡短的文字> <Point_1_uk>可獲得的銷售價格比競爭對手的價格顯著要低 </Point_1_uk> <Point_2_uk>比競爭對手的價格低</Point_2_uk> <Point_3_uk>與競爭對手的價格相同</Point_3_uk> <Point_4_uk>比競爭對手的價格高</Point_4_uk> <Point_5_uk>比競爭對手的價格顯著要高</Point_5_uk> <風險因素>0</風險因素> <潛在因素>1</潛在因素> <隱藏>0</隱藏> </問題表>3/27/2012 Alan Engel, TT Crossroads
  • 53. Market Expert Tech Expert MS Windows Server IIS Internet Information Server Patent Expert IPscore -Portfolio 1 Finance Expert -Portfolio 2 -Portfolio 3 -…3/27/2012 Alan Engel, TT Crossroads
  • 54. Company MS Windows Server VC IIS Internet Information Server IPscore Researcher -Portfolio 1 -Portfolio 2 Government -Portfolio 3 -…3/27/2012 Alan Engel, TT Crossroads
  • 55. TTO A TTO BMS Windows Server MS Windows Server IIS SOAP IIS Internet Information Server Internet Information Server xml IPscore IPscore -Portfolio 1 -Portfolio 1 -Portfolio 2 -Portfolio 2 -Portfolio 3 -Portfolio 3 -… -…3/27/2012 Alan Engel, TT Crossroads
  • 56. TTO A TTO B Server Server Broker IIS IIS IPscore IPscore MS Windows Server -Portfolio 1 -Portfolio 1 -Portfolio 2 -Portfolio 3 -Portfolio 2 -Portfolio 3 IIS -… -… Internet Information Server Company Broker B Server IPscore Server -Portfolio 1 IIS IIS -Portfolio 2 -Portfolio 3 IPscore IPscore -Portfolio 1 -Portfolio 1 -… -Portfolio 2 -Portfolio 2 -Portfolio 3 -Portfolio 3 -… -…3/27/2012 Alan Engel, TT Crossroads
  • 57. IPscore® Technology Transfer Platform Concept 技術移転プラトフォーム構想/ 기술 이전 뿌라토호무개념 /技術轉移平台概念 EPO Stewardship / EPO管理 / EPO 관리 University XML Industry TTO 産業界 大学技術移転機関 File exchange 대학 기술 이전 산업계 기관 ファイル交換 工业世界 파일 교환 大学技术转移组织 大學技術轉移組織 工業世界 文件交换 Patent attorneys and agents Consultancies Venture capital Technology brokers Software developers 特許弁護士と弁理士 コンサルタント事務所 ベンチャー投資者 テクノロジーブロー ソフト開発者 특허 변호사와 변리사 컨설턴트 사무소 벤처 캐피탈 カー기술 브로커 소프트웨어 개발자 专利代理人和律师 咨询公司 风险资本 技术经纪人 软件开发人员 專利代理人和律師 諮詢公司 風險資本 技術經紀人 軟件開發人員 Service Providers / サービス提供者 /서비스 공급자 / 服务提供者 / 服務提供者
  • 58.  Reproducibility  Improved factors Validity XML and database development  Architecture  Quantitative analysis Various customizations  Stage gate management Website development3/27/2012 Alan Engel, TT Crossroads
  • 59. Now Service A Service B Service C Service D New Tech3/27/2012 Alan Engel, TT Crossroads
  • 60. Future Service A Service Service Service E C B Service IPscore® D Service F New Tech3/27/2012 Alan Engel, TT Crossroads
  • 61.  Stronger intellectual property Reduced maintenance costs Smoother technology transfer  Smoother international technology transfer Smoother university-industry cooperation3/27/2012 Alan Engel, TT Crossroads
  • 62.  Languages  Simplified Chinese, Korean, Japanese in process Training  Adapted to local environments Development of customizations Tool development  Open source model so TTOs and companies can modify and contribute  Example: Website kit User association3/27/2012 Alan Engel, TT Crossroads
  • 63. IPscore® Technology Transfer Platform Concept 技術移転プラトフォーム構想/ 기술 이전 뿌라토호무개념 /技術轉移平台概念  Thank you for your attention.3/27/2012 Alan Engel, TT Crossroads