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Магистратура 2020/2021

Управление интеллектуальной собственностью

Лучший по критерию «Полезность курса для Вашей будущей карьеры»
Лучший по критерию «Полезность курса для расширения кругозора и разностороннего развития»
Направление: 38.04.02. Менеджмент
Когда читается: 2-й курс, 1 модуль
Формат изучения: без онлайн-курса
Преподаватели: Ермакова Алия Равильевна, Яныкина Нина Олеговна
Прогр. обучения: Управление в сфере науки, технологий и инноваций
Язык: английский
Кредиты: 3
Контактные часы: 32

Course Syllabus


Intellectual property rights are a means of protecting the use of inventions, technologies and knowledge for the party holding such right. Increasingly for companies but also research based institutions like universities and public research institutions the question arises which knowledge and inventions to protect against other parties use, in which geographic scope, in which application fields etc. to aim at such protection. Also the issue becomes crucial which share of knowledge and technology to protect measured against the overall knowledge and intellectual assets available. Furthermore the question arises how to evaluate intellectual property and how to determine the contribution of intellectual property to economic value in tradable goods. The course gives an introduction into the management of intellectual property by means of intellectual property rights. A variety of types of intellectual rights are discussed in a strategic company context, e.g. from the view of intellectual property as strategic weapons for the holder and owner of intellectual property. Special attention is given to the valuation of intellectual property and portfolio management approaches.
Learning Objectives

Learning Objectives

  • Creating informed judgment for intellectual property policy decisions to foster an innovative economy on company, regional and national level;
  • Setting standards for monitoring intellectual property policies in support of Science, Technology and Innovation (STI).
Expected Learning Outcomes

Expected Learning Outcomes

  • Explain the role of IPR for R&D&I management, and nature of IP and its history
  • Explain the difference between types of IPR with specifics of national regulations and special conditions
  • Describe the difference between inventorship and ownership, explain the core of the inventor compensation law
  • Deacribe the approaches to technical and newness assessment of invention disclosures and apply the reporting guidelines for invention disclosures
  • Explain the principles of choosing strategy for IP protection, apply the factors of regional scope and claim scope to the choice of protection
  • Provide comparative analisys of defense strategies
  • Apply assessment approaches to royalty negotiations
  • Explain the principal approaches to financial assessment of IPR portfolios
  • Critically analyse the process of creating strategy IPR families on corporate, national and international levels
  • Build and defend the approach to the type of IP exploitation in frame of specific project
Course Contents

Course Contents

  • Meaning of IPR in innovation management
     Output and information role of IPR for R&D&I management  Organization and finance of IPR management  Nature of IP and its history  Advantages and disadvantages of IP system
  • Typology of IPR
     types of IPR  national regulations and special conditions  copyrights  patents  patent families  trademarks  trade secrets
  • Inventorship. Ownership. Service works
     inventorship vs. ownership  joint ownership  IP assignment  employee IPR training schemes  incentive and reward schemes  inventor compensation law
  • IP agreements. Invention disclosure systems assessment
     reporting guidelines for invention disclosures  technical and newness assessment of invention disclosures  strategic importance of inventions
  • Strategies for protecting IP
     choice of protection – regional scope and claim scope  application protection vs. misleading information function
  • Defending intellectual property rights
     detecting violations  defense strategies
  • Assessment and valuation of IP
     qualitative assessment  monetary assessment  assessment for royalty negotiations
  • Auditing intellectual property right portfolios
     financial assessment of IPR portfolios
  • Building and managing portfolios of IP
     creation of strategy IPR families
  • IP exploitation and use strategies
     internal and external exploitation  IP for Merger and Acquisitions
Assessment Elements

Assessment Elements

  • non-blocking Exam
  • non-blocking Class assignment
  • non-blocking Home task
Interim Assessment

Interim Assessment

  • Interim assessment (1 module)
    0.25 * Home task + 0.25 * Class assignment + 0.5 * Exam


Recommended Core Bibliography

  • Bader, M. A. (2006). Intellectual Property Management in R&D Collaborations : The Case of the Service Industry Sector. Heidelberg: Physica. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsebk&AN=176604
  • Choi, T. Y., Budny, J., & Wank, N. (2004). Intellectual property management: a knowledge supply chain perspective. Business Horizons, (1), 37. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsrep&AN=edsrep.a.eee.bushor.v47y2004i1p37.44
  • Frank, S. J. (2006). Intellectual Property for Managers and Investors : A Guide to Evaluating, Protecting and Exploiting IP. Cambridge: Cambridge University Press. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsebk&AN=148150
  • Junghans, C., & Levy, A. (2006). Intellectual Property Management : A Guide for Scientists, Engineers, Financiers, and Managers. Weinheim: Wiley-VCH. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsebk&AN=228339

Recommended Additional Bibliography

  • Bronwyn H. Hall. (2007). Patents and patent policy. Oxford Review of Economic Policy, (4), 568. https://doi.org/10.1093/oxrep/grm037
  • Carol A. Corrado, Charles R. Hulten, & Daniel E. Sichel. (2006). Intangible Capital and Economic Growth. NBER Working Papers. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsrep&AN=edsrep.p.nbr.nberwo.11948
  • Gilbert, R. J., & Newbery, D. M. G. (1982). Preemptive Patenting and the Persistence of Monopoly. American Economic Review, 72(3), 514. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=bsu&AN=4504617
  • Gilbert, R., & Shapiro, C. (1988). Optimal Patent Length And Breadth. Papers. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsrep&AN=edsrep.p.fth.priwdp.28
  • Lanjouw, J. O. (1998). Patent Protection in the Shadow of Infringement: Simulation Estimations of Patent Value. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsbas&AN=edsbas.7BD5699B
  • Loikkanen, T., Konttinen, J., Hyvönen, J., Ruotsalainen, L., Tuominen, K., Waris, M., … Ilmarinen, O. (2009). Acquisition, Utilisation and the Impact of Patent and Market Information on Innovation Activities. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsbas&AN=edsbas.55A39141
  • Michael L. Katz, & Carl Shapiro. (1985). On the Licensing of Innovations. RAND Journal of Economics, (4), 504. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsrep&AN=edsrep.a.rje.randje.v16y1985iwinterp504.520
  • Sabourin, D., Baldwin, J. R., & Hanel, P. (2000). Determinants of Innovative Activity in Canadian Manufacturing Firms: The Role of Intellectual Property Rights. Analytical Studies Branch Research Paper Series. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsrep&AN=edsrep.p.stc.stcp3e.2000122e
  • Wesley M Cohen, Richard R Nelson, & John P Walsh. (2003). Protecting Their Intellectual Assets: Appropriability Conditions and Why U.S. Manufacturing Firms Patent (Or Not). Levine’s Working Paper Archive. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsrep&AN=edsrep.p.cla.levarc.618897000000000624