The document summarizes resources for researching technology licensing information. It discusses determining information needs, accessing information efficiently, evaluating sources critically, incorporating information, and understanding issues around information use. It provides an overview of areas licensing intersects like law, contracts, intellectual property, and business. It also outlines types of licensing agreements and technology transfer mechanisms. The document recommends sources for licensing information, including treatises, journals, legal publishers, professional societies, blogs, and more. It emphasizes using both legal and general search tools to research licensing topics.

1. Technology Licensing ResourcesSecrets of the Power SearchersPierce Law Information Literacy Series©2009 Professor Jon Cavicchi, Franklin Pierce Law Center

2. Information literacy = lifelong legal learning, mastering content, extending investigations, self-direction, controlling learning.

3. Determine the extent of information you need

4. Access the needed information effectively and efficiently

5. Evaluate information and its sources critically

6. Incorporate selected information into your knowledge base

7. Use information effectively to accomplish a specific purpose

8. Understand the economic, legal, ethical & social issues surrounding the use of information

9. Licensing is crosses neat categories intersecting many areas…Law (US…foreign…int’l)ContractIPAntitrustChoice of lawsBusinessValuationManagementPolitics, economics,development….

10. What can be in a license agreement?

11. Licensing is one tech transfer tool…Licensing is only one form of tech transfer solutionTechnology transfer is the process by which a developer of technology makes its technology available to a commercial partner that will exploit the technology. -WIPOOther transfers mechanisms – “forming alliances”Inter-Institutional Agreements (CRA)Option AgreementsMaterial transfer agreements (bailment)Assignmentspartnerships with industry without entering a license agreement (PPP)Patent poolStart ups & spin-offs

13. Reflected in sourcesTypes of materialsLearned TreatisesPractice treatisesStrategiesForm booksDirectoriesRoyalty rates CLE MaterialsNewslettersJournals

14. Always remember in IP research…You can use tool dedicated to licensing professionals or general tools that have licensing content

15. Major Legal Publishers

16. Always check the IP Library

17. Milgrim on LicensingLicensing characteristics of patents, trade secrets, trademarks and copyrightsLicensing of multiple intellectual propertyAntitrust considerationsThe effects of NAFTA on licensingDrafting and sample contract clausesPatent Licensing TransactionsRoyalty bases and ratesDomestic and foreign patent licensingAssignmentsTerritorial limitations and durationTermination of agreementsAntitrustU.S. taxation of domestic and foreign patent transactionsGovernment and university licensing

21. American Bar Association

23. WexisNo licensing tab Strategy: create a custom licensing tabResults PlusTotal LitigatorTransactionalAdvisor

24. Legal Resource IndexBroadest Search Tool for ArticlesHey, don’t forget I’m on Lexis, Westlaw and Web

25. Don’t Forget Your Old FriendDon’t forget topics like Antitrust

26. Don’t forget your old buddy ALR

27. Non-legal publishers

28. Boutique publishers…

30. Professional Societies

31. Social Networking Web 2.0

32. BlogsRemember – licensing news in IP blogs

33. Licensing Showcases & Exchanges

34. Ways to manage flow of newsClipping ServicesWexisGoogle AlertsRSS News ReaderSet up email rules & foldersMashsupNews appletsiGoogleLinkedIn

35. Consultants

36. Software

37. Royalty rates are often required to be reported in SEC filings that can be found in a spectrum of databases from free to premium

38. Items/analyses that a licensing lawyer may be asked to look into at various levels in the process

39. General IP Due Diligence for a Licensing Transaction

40. Lic-ee perspectiveLic-ee perspective (in no particular order)D&B on Lic-or (financial soundness);Litigation records involving Lic-or and/or patent;Patent search (forward/backward/prosecution history);Patent family search (assignee);Patent clearance search (third party patents, freedom to operate);Patentability search (validity);State of the art search (alternative/disruptive technologies available);Inventor(s) search;News/business information search on Lic-or; andSEC search on Lic-or (relevant filings, example licenses).