Intellectual Property Operations and Implementation in the 21st Century Corporation

intellectual property operations and implementation for the 21st century corporation......Page 1
Contents......Page 9
Preface......Page 15
Acknowledgments......Page 21
CHAPTER 1: Conflicts: Causes, Prevention, and Controlling Counterfeiting......Page 23
In-House Enforcement Strategies on the Internet......Page 24
Partnering with Outside Legal Counsel......Page 28
Conclusion......Page 33
Notes......Page 34
CHAPTER 2: Electronic Discovery in Intellectual Property Cases......Page 37
Electronic Discovery Process......Page 38
Notes......Page 53
Defining the Objective......Page 59
Deciding Where to File......Page 61
Alternative Means of Protection......Page 64
Proper Preparation......Page 67
Logistics of Filing......Page 69
PCT Formality Advantages......Page 71
Avoiding Duplication of Effort......Page 72
Prosecution Issues......Page 73
Particular Issues in the United States......Page 74
Particular Issues in the EPO......Page 75
Licenses of Right......Page 76
Notes......Page 78
CHAPTER 4: Trademark Costs: Trimming the Sails in Rough Economic Waters......Page 83
Evaluating and Organizing a Trademark Portfolio......Page 85
Selecting and Clearing a New Trademark......Page 88
Filing and Pursuing Trademark Registrations......Page 93
Using and Enforcing Trademark Rights......Page 101
Notes......Page 102
An Overview of the Internet......Page 107
Domain Names......Page 108
Conclusion......Page 120
Notes......Page 121
CHAPTER 6: Creating, Perfecting, and Enforcing Security Interests in Intellectual Property......Page 125
U.S. Securitization of Intellectual Property......Page 126
Perfection of Security Interests in Trademarks in the United States......Page 129
Perfection of Security Interests in Patents in the United States......Page 131
Perfection of Security Interests in U.S. Copyrights......Page 132
Attempts to Harmonize Perfection Laws in the United States as It Relates to Intellectual Property......Page 134
Default......Page 135
International Creation and Perfection of Security Interests......Page 136
Conclusion......Page 138
Notes......Page 139
CHAPTER 7: Strategic and Legal View of Licensing Patents......Page 143
Nomenclature......Page 144
State of the Law......Page 146
Basic Principles for Licensing......Page 147
How Does One Go About Licensing Out Patents, and What Are Some Strategic Considerations?......Page 149
Some Legal Considerations for a Patent Licensor......Page 154
Royalty Audits......Page 155
Conclusion......Page 156
Notes......Page 158
CHAPTER 8: Monetizing IP Rights: Licensing In and Out......Page 161
Grant of Rights......Page 162
Key Defined Terms......Page 163
Quality Control......Page 165
Term and Termination......Page 166
Confidentiality......Page 168
Managing Costs: Insurance, Indemnifications, Reps, and Warranties......Page 169
Notes......Page 170
CHAPTER 9: Working with Government......Page 173
The Big Picture......Page 174
Changes to COTS Using Government Funding......Page 176
Noncommercial Item......Page 177
Noncommercial Item Development......Page 178
Noncommercial Item License Rights to the Government......Page 179
Noncommercial Item Doctrine of Segregability......Page 180
Noncommercial Item Assertions Table......Page 181
Deferred Ordering......Page 182
Inventions and Patents in Noncommercial Contract Effort......Page 183
Noncommercial Item Effort Impact......Page 184
Reuse Prohibitions......Page 185
Outsourcing of Government Work......Page 186
Notes......Page 187
IP and the Bankruptcy Context......Page 191
Quality, Hierarchy, and Value......Page 193
The Valuation Process......Page 194
Value Extraction: Monetization and Disposition......Page 198
Lessons: Due Diligence and Marketing......Page 200
IP Monetization in the 21st Century......Page 201
Notes......Page 202
CHAPTER 11: Outsourcing of Branding and Marketing......Page 205
Brand Naming Project Dynamics......Page 206
Brand Naming Compared to Reference Naming......Page 207
The Descriptive Brand Name Problem......Page 208
A Memorable Brand Name?......Page 209
Common Misguided Brand Name Criteria......Page 210
Six Criteria for Effective Brand Names......Page 211
The Supporting Role of a Descriptive Phrase......Page 213
The Graphic Realization of a Brand Name......Page 214
The Value of Graphic Realizations......Page 215
Comparing ‘‘Logotypes’’ and ‘‘Mark Plus Logotypes’’ for Brand Development Powers......Page 216
The Criteria for Graphic Signature Effectiveness......Page 218
Evolving Influence of the Internet on Brand Naming and Graphics......Page 220
Conclusion......Page 221
Notes......Page 222
CHAPTER 12: Trademark Searches......Page 225
The Trademark Search Process......Page 226
Trademark Search and Risk......Page 228
Use of a Professional Search Firm......Page 229
Working with the Search Firm In-House or through Outside Counsel......Page 230
Questions to Ask Before a Search Is Conducted......Page 233
Information to Keep in Mind......Page 237
Strength of Mark and Its Effect on the Search......Page 238
What a Clearance Search Can Provide......Page 241
Importance of Online Platform and Tools in Clearance......Page 243
Online Screening Uses and Options......Page 244
Specialized Search Services......Page 246
Global Search Options (non–United States and Canada)......Page 247
Conclusion......Page 250
Notes......Page 251
CHAPTER 13: Investigations: Considerations for Selecting and Directing Outside Investigators......Page 253
Why Hire Outside Investigators......Page 254
What to Expect from Your Investigators......Page 259
Special Considerations for Attorneys......Page 262
How to Find IP Investigators......Page 265
Other Services that Investigators Can and Should Be Able to Provide......Page 266
International Investigations......Page 268
Notes......Page 270
Benefits and Drawbacks of Using Legal IP Interns......Page 273
Employment Law Issues......Page 274
Sources and Screening of Potential Interns......Page 276
Structure of the Internship Program......Page 277
Retaining and Maximizing the Benefits of Postinternship Relationships......Page 279
A Model IP Law Internship Program......Page 280
Notes......Page 281
CHAPTER 15: Maximizing ‘‘Green’’ Brand Exposure and Minimizing Perceptions of Greenwashing......Page 285
Green Branding......Page 286
Conclusion......Page 300
Notes......Page 301
IP Activity......Page 313
Relevant IP Accounting Guidance......Page 314
Accounting for IP Business Activities......Page 318
Future Transition to International Financial Reporting Standards......Page 325
Notes......Page 326
About the Editors......Page 329
About the Contributors......Page 331
Index......Page 335