fact sheets
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Commercialising Intellectual Property: Spin-offs This fact sheet identifies the key factors to create a well-conceived spin-off company with a main emphasis on the IP-related aspects that can contribute to its success. Spin-off is considered as a common practice in Universities and Research Organisations (ROs), in order for them to exploit and maximise the economic benefits of the knowledge created, as often these organisations lack the required capabilities to market their intangibles. |
07.05.2013 |
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Commercialising Intellectual Property: Licence Agreements This booklet is a follow-up to the “Commercialising IP” series, providing an introduction to the forms of commercialisation that can be useful for people involved in exploitation of intangible assets. This particular fact sheet aims to clarify when licence agreements should be used. Moreover, in this document we highlight the key provisions seen in most licensing agreements, as well as the specifics of licensing certain types of intellectual property rights. |
02.05.2013 |
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Inventorship, Authorship and Ownership This fact sheet aims to clarify the ownership, inventorship and authorship concepts by explaining the different characteristics and shedding some light on the way they should be dealt with in order for any person involved in the creation of intangibles to properly identify them and avoid encountering serious problems. |
02.04.2013 |
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Background in FP7 projects Participants in FP7 projects are encouraged to deal with Intellectual Property Rights (IPR) since the beginning of the preparation of their proposals. As collaborative research and development projects, the Intellectual Property (IP) brought by each participant to the project is one important issue to tackle. |
05.03.2013 |
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Commercialising Intellectual Property: Joint Ventures The present fact sheet focuses on joint ventures (JV) and will put forward some practical and legal issues, mainly from the perspective of the ownership and exploitation of IP, to be considered at all stages of these projects. It tries to point out that if organisations anticipated and properly managed most of the legal risks, they would be able to maximise the financial gains that such settlements are aimed at. |
05.02.2013 |
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The plan for the use and dissemination of foreground in FP7 This fact sheet outlines the purpose and scope of the plan for the use and dissemination of foreground (PUDF). Practical hints and best practices will be provided whenever possible, but keep in mind that there are no two similar PUDFs in FP7 - each PUDF must be tailored to each project. |
11.01.2013 |
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Alternative Dispute Resolution (ADR) Mechanisms Alternative Dispute Resolution (ADR) Mechanisms include several procedures that allow parties to resolve their disputes out of court in a private forum, with the assistance of a qualified neutral intermediary of their choice. ADR procedures are offered by different arbitral institutions. The following fact sheet, issued in collaboration with the World Intellectual Property Organisation (WIPO) Arbitration and Mediation Center, provides an overview of WIPO ADR mechanisms, principles, advantages and case examples to assist SMEs, universities, research centres, researchers and others in making a considered choice on how to resolve future or existing disputes when drafting contract clauses and submission agreements. |
06.12.2012 |
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IP Management in CIP Intellectual Property (IP) and its proper management are essential for the success of the projects funded through the Competitiveness and Innovation Framework Programme (CIP) and for the exploitation of results created within these projects. Thus, this fact sheet aims to provide the main rules on IP and Intellectual Property Rights (IPR) applicable in CIP, which all applicants and beneficiaries should be familiar with. The main issues to be considered during the different stages of the project’s life-cycle are also outlined to allow an overview of the required tasks for an efficient management of IP. |
06.11.2012 |
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How to search for trade marks A newly updated fact sheet on trade marks search has been published in collaboration with the Office for Harmonization in the Internal Market (OHIM). OHIM as the official trade marks and designs office of the European Union registers the Community trade mark (CTM) and registered Community design (RCD). To know more about trade marks searches and how to perform them download this newly updated fact sheet! |
30.10.2012 |
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IP due diligence: assessing value and risks of intangibles The knowledge of this intricate topic is fundamental for organizations having the purpose to acquire IP, raising capital and seeking financial assistance. Although IP due diligence is a precondition for any capital investment, it can be helpful for enforcing IP rights and reducing the IP-related costs as well. In a few words, IP due diligence can be considered as an essential process when developing an IP strategy. This fact sheet has the scope of illustrating when, why and how to conduct IP due diligence mainly from an SME perspective, in order to increase its marketability. Nevertheless its content is suitable for investigations carried out by any organisation, such as public and private RTOs (Research and Technology Organisations) and universities. |
04.10.2012 |
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IP management in Marie Curie Actions The scope of this document is to outline the main IP-related issues that participants in Marie Curie Actions should consider in the different stages of their projects. The specific rules of the grant agreement related to IP are explained, as well as the content of other agreements commonly used in Marie Curie Actions. Yet, potential participants in these projects should be aware that Marie Curie Actions follow, with a few exceptions, the main FP7 IP-related rules. Thus, we strongly encourage reading our fact sheets on IP management in FP7 projects before this new one. |
13.09.2012 |
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Confidential business information This fact sheet has the aim of pointing out the importance of confidentiality for businesses and give hints on protection management of confidential business information, which could prove beneficial in particular to small and micro entities. Such information can certainly have a great commercial value and significant importance for the company concerned and its uncontrolled disclosure might potentially lead to serious consequences. Small and medium-sized enterprises (SMEs) in particular may not be aware of this risk and thus of the importance of keeping this valuable information “confidential”. |
04.09.2012 |
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Standardisation in R&D projects This document, developed in collaboration with CEN (the European Committee for Standardization) and CENELEC (the European Committee for Electro-technical Standardization), seeks to improve the mutual awareness and collaboration between standardisation and the research communities. While doing so, this fact sheet focuses on an aspect that is close to the researcher's heart: can they participate in and contribute to standardisation without losing the opportunity to exploit their research outcomes through other channels? |
05.07.2012 |
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Foreground in FP7 projects There are many reasons why SMEs, universities, research centres and other entities participate in the Seventh Framework Programme (FP7). The results that might be created within R&D projects (i.e. foreground) is certainly one of them, since they might help these organisations in growing their business, going international or performing further research. The purpose of this fact sheet is to give an overview of the rules concerning foreground in FP7 projects. Potential scenarios and practical hints are also provided to help you in the daily management of your projects. |
03.07.2012 |
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How to deal with IP-related issues in transnational negotiations Negotiating intellectual property (IP) transactions is not an easy task and can be extremely demanding. In order to avoid common missteps, there are some considerations that any person negotiating IP assets should bear in mind. This fact sheet aims to focus on some of the key aspects related to IP asset negotiations, mainly at transnational level, where the negotiating parties’ objectives are broader, given the breadth of the marketplace. Although all the aspects tackled in this document are generally considered crucial when negotiating any IP transaction, they should nevertheless pertain to the type of agreement you are dealing with and address the transaction specific issues. |
05.06.2012 |
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Non-disclosure agreement: a business tool This fact sheet aims to clarify when and why to use this type of agreement, as well as the meaning of the key provisions commonly used. Examples of non-disclosure agreements are also provided at the end of the fact sheet to assist you in case you are drafting your own contract. If you are an SME, a researcher or work at a University you will also find in this fact sheet several practical hints addressing your own specific problems. |
03.04.2012 |
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How to deal with IP related clauses within Consortium Agreements The CA is usually divided into three main parts that respectively include preliminary clauses, central clauses and final clauses. The objective of this fact sheet is to focus on the central part, more specifically on the provisions regarding the management of Intellectual Property (IP). An overview of the relevant IP rules to be included in a CA is thus outlined with the purpose of providing a checklist of the matters to be dealt with by consortia when drafting it. |
01.03.2012 |
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How to manage IP in FP7 during the negotiations stage This fact sheet aim is to highlight the IP-related issues consortia need to consider during the negotiations with the European Commission, which are encompassed in two main agreements: the Consortium Agreement and the Grant Agreement. |
02.02.2012 |
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IP specificities in research for the benefit of SMEs The "research for the benefit of SMEs" programme has been set up by the European Commission within the Capacities programme under the FP7. The purpose of this support is to help SMEs outsource research and extend their international network. It also aims at increasing their research efforts and better exploiting research results. Accordingly, the Intellectual Property regime slightly differs from the common FP7 rules on IP. The main purpose of the present fact sheet is thus to highlight the IP rules specific to these actions. |
31.01.2012 |
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IP issues in brokerage events These events are an easy, cheap and quick way for companies’ representatives to develop business partnership and mainly to commercially exploit their intellectual property assets. Yet, such events may present some risks connected to IP that all participants should be aware of. The document objective is then to bring forward some of the fundamental aspects to take into consideration by any company to avoid incurring in possible drawbacks so as to successfully participate in brokerage events. |
31.01.2012 |
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IP rules applicable to Ambient Assisted Living Joint Programme Projects This fact sheet provides a practical overview of the Intellectual Property (IP) rules applicable in the Ambient Assisted Living Joint Programme (AAL JP). The main activity under the AAL Joint Programme is the funding of R&D and Innovation projects to contribute to the attainment of the AAL Association’s main goal, which is to improve the quality of life, autonomy, participation in social life, skills and employability of older people. The aim of this fact sheet consists in explaining where the IP rules may be found and the terminology commonly used within the AAL funding schemes. IPR issues can indeed affect both the way a project is conducted and any exploitation of final results. |
15.12.2011 |
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How to search for patent information Conducting patent searches is very useful for several purposes, not only for organizations such as SMEs and Universities, but also for researchers. However, in order to perform good and useful searches, it is essential to understand the structure of patent information, whatever form it can take (full text or bibliographic) as well as where and how to use the search tools available; elements that we also will present in this fact sheet. The aim of this fact sheet is thus to present you this enigmatic tool in a user-friendly fashion. |
30.11.2011 |
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Intellectual Property rules within the Fusion for Energy contractual framework F4E is the joint undertaking of Euratom and responsible for providing Europe’s contribution to the International Thermonuclear Experimental Reactor (ITER) project. F4E is in charge for the preparation, management, technical and administrative support, and the construction of equipment and installations for the realisation of ITER. The full involvement of industry, including large companies, consortia, European laboratories and Small and Medium-sized Enterprises (SMEs) will be essential for the success of the joint construction of ITER. For this purpose, F4E intends to contract with such entities for the acquisition of goods and/or services through procurement contracts, and for the undertaking of research activities through grant agreements. The aim of the this fact sheet is to provide a comprehensive overview of the specific IP regime applicable to F4E contracts and to tackle the basic IP issues that participants in the programme may encounter when preparing and participating in F4E activities. |
24.11.2011 |
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How to manage IP in FP7 during and after the project The purpose of this document is to highlight the steps beneficiaries need to follow to pave the way forward for the exploitation and dissemination of the IP generated during the implementation stage. With the three fact sheets, we provide you with a general overview of the entire FP7 process, from the proposal stage until the end of the project. All these factsheets are strictly interconnected so that a thoroughgoing reading of the three is strongly advisable for a better understanding of the issues at stake. |
20.10.2011 |
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How to manage IP in FP7 during the proposal stage This document is the first of a series which aim at providing guidance for SMEs, researchers and any other entity wishing to answer a call for proposal in the FP7. The present fact sheet is followed by a second one on ‘How to manage IP in FP7 during the negotiations stage’, and a third and final fact sheet on ‘How to manage IP in FP7 during and after the project’. All these fact sheets are strictly interconnected so that a thoroughgoing reading of the three is strongly advisable for a better understanding of the issues at stake as well as to having a general overview of the entire FP7 process. |
06.10.2011 |
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Introduction to IP rules in FP7 Projects This document provides a practical overview of the Intellectual Property (IP) rules applicable in the Seventh Framework Programme (FP7) of the European Union for research, technological and demonstration activities (2007 – 2013). It further explains where these rules may be found and the terminology commonly used. |
28.06.2011 |




