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Knowledge transfer and intellectual Knowledge transfer and intellectual property management in the European property management in the European

Research AreaResearch Area

Patrick McCutcheon

DG RESEARCH

Unit C2, Private Investment and Technology Platforms

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Knowledge transfer and IP management

The aim is to ensure effective knowledge-sharing.

Key Challenges:

– Public research organisations (PROs), including universities, should better exploit and valorise publicly-funded R&D results through:

• Stronger R&D collaborations with enterprises

• More active KT activities (licensing, spin-offs)

– Intellectual property (IP) generated by PROs should be managed more effectively

Response to challenges:

– Improving (transnational and international) knowledge transfer between PROs and the private sector by promoting coherence between national knowledge transfer systems

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CREST IP Expert Groups 2004, 2006 + Responsible PartneringHandbook 2005

Communication on knowledge transfer and Guidelines 2007

Council conclusions on German presidency “IP Charter” initiative 2007

“Knowledge sharing” “Knowledge sharing” axis ofaxis of Era Green paper Era Green paper + KS expert group+ KS expert group 20072007

Commission Recommendation Commission Recommendation

on the management of intellectual property on the management of intellectual property in knowledge transfer activities in knowledge transfer activities

andandCode of Practice for universities Code of Practice for universities

and other public research organisationsand other public research organisationsApril 2008

What has been done?

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Knowledge transfer and IP management

– Recommendation to Member States promotes key principles for improving national intellectual property (IP) and knowledge transfer policies

– Code of Practice offers guidance for PROs to set up institutional policies and knowledge transfer systems

– List of best practice examples for Member States to support implementation of the recommendations (Annex II)

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• Principles for an internal intellectual property (IP) policy for effective management of their own IP(policy, rules, procedures, incentives, awareness, training, …)

• Principles for a knowledge transfer (KT) policyfocusing on active transfer and exploitation of IP(exploitation strategies and policies, including for licensing and spin-offs; access to professional KT services; sharing of financial returns; monitoring of KT activities)

• Principles regarding collaborative and contract research (basic principles for IP ownership and access rights)

Code of PracticeCode of Practice for universities

and other public research organisations

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Knowledge transfer and IP management

Next Steps– Commission and Member States: CREST group to monitor and evaluate the take-up and

impact of the Recommendation and Code of Practice; exchange best practices; develop guidelines.

– Member States will inform the Commission by July 2010 and every two years thereafter of measures taken on basis of the Recommendation.

– Commission study to monitor implementation and impact of the Recommendation and Code of Practice

– Commission and Stakeholders: Thematic Forum on Knowledge Transfer to discuss implementation of the Code of Practice and exchange best practices.

– Member States events: to discuss national implementation of Recommendation and Code of Practice, actions to develop national policies and guidelines.

– Bilateral agreements with stakeholder organisations to cooperate on future knowledge transfer initiatives.

– Stakeholder events: to disseminate and endorse Code of Practice, responsible partnering

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ec.europa.eu/research/eraec.europa.eu/invest-in-research/policy/ipr_en.htmec.europa.eu/invest-in-research/policy/cooperation_en.htm

Thank you for your attention!