Seminar Combo

A Technology Transfer Seminar: 

A Technology Transfer Seminar Protecting Product Development

Research to Applications: Leadership Challenges! : 

Research to Applications: Leadership Challenges! Dr. Robert Jack Hansen

OUTLINE: 

OUTLINE Patience Invention disclosures Bridges to potential applications communities Needs analysis Buy in Prototyping opportunities Potential commercialization partners Mutually acceptable business models

PATIENCE: 

PATIENCE 30 years from Stanford hiring Fredrick Terman to emergence of Silicon Valley 30 years from initial serious CFD support by Federal Government to significant commercial use 20 years from Federal support of packet switching research to ARPANET 30 years from CMU decision to focus on Computer Science with DARPA funding to Internet era

STANFORD UNIVERSITY: 

STANFORD UNIVERSITY Founded in 1891 E.E. program with early electronics emphasis Fredrick Terman

STANFORD UNIVERSITY: 

STANFORD UNIVERSITY

INTERNET/SOFTWARE ERA: 

Khosla Lane Ellison McNeeley Chambers INTERNET/SOFTWARE ERA

CARNEGIE MELLON : 

CARNEGIE MELLON Among the first Computer Science Departments (1965) and Colleges (1988) Corporate commitment sustained through several administrations Excellent academic and research leadership (Simon, Glymour, Reddy)

INVENTION DISCLOSURES: 

INVENTION DISCLOSURES Critical for researchers to keep adequate records to support disclosures Critical to manage time between publication of research and submission of patent application Wise for organization to provide meaningful incentives

BRIDGES TO POTENTIAL APPLICATIONS COMMUNITIES: 

BRIDGES TO POTENTIAL APPLICATIONS COMMUNITIES Real needs analysis as a part of selection of research projects Serious buy-in by requisite user communities NASA Intelligent Systems Program example

Automated Reasoning Systems that reliably make decisions with limited human intervention: 

Automated Reasoning Systems that reliably make decisions with limited human intervention

Human-Centered Computing Enhance Individual and Team Productivity: 

Human-Centered Computing Enhance Individual and Team Productivity

Intelligent Data UnderstandingAutonomous transformations of data to achieve understanding: 

Intelligent Data Understanding Autonomous transformations of data to achieve understanding

PROTOTYPING OPPORTUNITIES: 

PROTOTYPING OPPORTUNITIES Absolutely essential for moving technology developments to application or commercialization Dearth of Federal funding for this critical step (Navy 6.3, NASA New Millennium Program) Creative Options

POTENTIAL COMMERCIALIZATION PARTNERS: 

POTENTIAL COMMERCIALIZATION PARTNERS Perhaps the single most difficult challenge Most strategies employed by academic institutions and Federal laboratories quite ineffective Some counterexamples Boeing/Cal State Long Beach Penn State

MUTUALLY ACCEPTABLE BUSINESS MODELS: 

MUTUALLY ACCEPTABLE BUSINESS MODELS Creativity and flexibility the norm Research community priorities Revenue for continued development Publishable material Corporate priorities Specified price for IP Protection of competitive advantage

SUMMARY: 

SUMMARY Enormous payoff in well-conceived, needs-motivated research Significant leadership challenges Recognizing and continuing this work Protecting the IP Prototyping Building effective bridges to the applications and commercial communities Finding and developing mutually acceptable business models Highly dependent on people (vision) and relationships (building the bridges between cultures)

Essential Ingredients of a Successful Industry/University Partnership : 

Essential Ingredients of a Successful Industry/University Partnership Dr. Tuncer Cebeci

Outline of the Presentation: 

Outline of the Presentation A little background of the speaker Ingredients of the partnership Must be beneficial for both sides Both sides must contribute financially( cash or in kind) Partnership must be consistent with the strategic objectives of both sides An Example of a successful Industry/University Partnership: Boeing collaboration with the College of Engineering, California State University, Long Beach (CSULB)    Its ingredients CSULB vision  Progress toward the vision Partnership Benefits of the Partnership A sample of ongoing technology projects   Summary                       

A Little Background of the Speaker : 

A Little Background of the Speaker Associated with University (CSULB) and Boeing close to 40 years with a dual appointment Served as a professor in the mechanical engineering dept.(1977), later founded the aerospace engineering dept. (1988), served as chair until retirement(2000) Joined the Aerodynamics  Research Group of the Douglas Aircraft as a research engineer (1965), then became the chief technology engineer for aerodynamics research (1974), became chief scientist at McDonnell-Douglas (1989), then chief technology engineer for Boeing C-17 Production until retirement (2000) .           

Ingredients of the Partnership : 

Ingredients of the Partnership Having been working in on both places, I became familiar with the needs of both sides, politics in each place, pit falls, what is acceptable, what is not acceptable, etc.  University should be engaged in not only teaching but also in research. But research requires funding. Where do you get it and what kind of research should we do? academic or industrial?    Possible Sources of funding Government Agencies Industry (tougher but better!) We started getting funding from NASA,NSF, ONR, AFSOR, all in aerodynamics. Good but… Began to work on the idea of partnership Boeing donated their Long Beach wind tunnel. Built an advanced aerospace materials test facility in collaboration with Instron Initiated a certificate program in manufacturing with top talent from Boeing serving as instructors 

Slide22: 

The possibility of establishing partnership with Boeing was attractive to the University  with the vision Become the preferred university for aerospace industry support in education, advanced aerospace manufacturing technologies and training Develop certificate, undergraduate and graduate degree programs and laboratories closely coordinated with industry Establish a Center for Advanced Technology and Support for the Aerospace Industry (CATSAI) Develop technologies that are advanced state-of-the-art for small and large companies Provide advanced technology training programs Bring Distinction to the University and Boeing The CSULB Vision

Slide23: 

Progress Toward The Vision University investment ~ $2 million for advanced aerospace materials manufacturing and test facility Received funding until 2000 ~ $1 million/yr from NASA through Boeing for several years Curriculum development jointly with industry In 1998 received SME funding ~ $250,00 for two years Boeing contribution ~ $70,000 Certificate Programs in Manufacturing

Slide24: 

Partnership, 1 Funding from Boeing and CSULB Boeing contribution of $1.15 x 106 Partial cost of Boeing Chair for Manufacturing Engineering Contribution to President’s Scholarship Program (Boeing Scholars) CSULB contribution Partial cost of Boeing Chair for Manufacturing Engineering ~$120,000/yr Expanded space ~ 10,000 ft2 for CATSAI laboratory 10 offices for Boeing onsite engineers and scientists SME contribution President’s Scholarship Program (Boeing Scholars) ~ $12,500/yr so that scholar will be called Boeing/SME Scholar

Slide25: 

Partnership, 2 Established CATSAI Refurbished 10,000 ft2 Obtained and installed over $2 x 106 in Boeing equipment Assigned 10 resident engineers and scientists from Phantom Works and C-17 Contracted CSULB faculty and students for work on collaborative technology projects Numerous projects presently in work for C-17 and IDS

Slide26: 

Benefits of the Partnership,1 CATSAI benefits Boeing and its suppliers, local industry, and CSULB Provides a path for the flow of advanced technology resources to aerospace and the university Could provide a substantial boost to current Boeing Technology funding sources Strengthens the inter-relationship between industry and higher education Allows the university to hire able faculty to provide manufacturing degree programs and engage students in technical projects identified by industry Students working at CATSAI receive practical real world experience in aerospace manufacturing Industry has access to a valuable resource pool of well trained graduate manufacturing engineers

Slide27: 

Benefits of the Partnership,2 Presents a win-win situation for large and small businesses by providing accessibility to lower cost product development and testing Provides Boeing and its suppliers with access to the advanced technologies developed at CATSAI, allowing them to increase their competitiveness at lower cost Increases the number of high tech, high value added jobs in Southern California through research, development, evaluation and testing activities

Slide28: 

Ongoing Technology Projects & Their Implementation Burrless drilling process applied to C-17 Floor Join 4-5 Step Drilling Process Involves Clean & Deburr and Ergonomics Issues Wing to Fuse Burrless Drilling Burrless Drilling One-Shot Operation Offset Clamping High speed drill motor with chips evacuation kits in 17N Next Gen Hi-Speed Drilling 1-Step Operation/Standardized Bits Low Impact Low Vibration Rivet Gun Chips Recovery- Large Q-matics in the Wing Assembly

Slide31: 

Summary, 1 Boeing/CSULB is a successful partnership and is doing well;it is likely a similar partnership will be established between Northrop and CSULB. Efforts are under way to seek government funding from multiple sources for CSULB and the aerospace industry NSF (National Science Foundation) and SME Distance learning – A virtual University Man Tech (Manufacturing Technology – Department of Defense) DOE (Department of Energy)

Slide32: 

Summary, 2 Science and Technology Congressional Committee Provide an opportunity for alternate indirect government subsidy to the aerospace industry (offsets the direct subsidy advantage of Airbus) Use part of the funding to create an environment for developing technology and educating students Hire engineering faculty, establish manufacturing degree programs, and support technology projects identified by industry Expand the capabilities of the Center(CATSAI), construct a new building ~ 50,000 ft2, acquire state-of–the art equipment,

A Trademark is Your Short Cut to Other People’s MoneyHow to pick a great one! : 

A Trademark is Your Short Cut to Other People’s Money How to pick a great one! J. Nevin Shaffer, Jr. P.A.

Query:: 

Query: What is the height, in feet, of the highest mountain in Japan? If you don’t know now, you will at the end of this discussion about trademarks and You will never forget it!

Legal World Definition: 

Legal World Definition A trademark is a word, symbol, or slogan that businesses use to identify and distinguish their goods [ TM] or services [SM] from all the other similar goods and services offered by their competitors and that consumers use to remember price, quality, origin and source of particular goods and services.

Real World Definition: 

Real World Definition A trademark is a shortcut consumers use to give other people their money. It is the shortcut you use to give people your money.

PREMISE: 

PREMISE THERE IS NO MORE VALUABLE INTELLECTUAL PROPERTY ASSET A BUSNESS CAN OWN THAN A “SHORTCUT TO OTHER PEOPLE’S MONEY”.

PROMISE: 

PROMISE A federally registered, ®, mark protects you in all 50 states, territories and possessions of the United States. It represents the “good will” of your company. The world will have to end for you to loose it.

PROBLEM: 

PROBLEM We use trademarks incorrectly! If you pick a trademark based on how you use them you will pick a mark that is NOT registerable.

ASK YOURSELF: 

ASK YOURSELF Do you want a mark that may not be registerable on the Federal level? Do you want a mark that is expensive to register? Do you want a mark that is hard to defend? Do you want a mark that gains value slowly over time?

IF NOT, FOLLOW THESE STEPS TO PICKING A GREAT MARK : 

IF NOT, FOLLOW THESE STEPS TO PICKING A GREAT MARK Write down what it is you are going to sell. Pick an adjective for your brand that does not describe or suggest your product or service. Note: the best marks bear no logical connection to the product sold. Think APPLE computer.

MYTHS: 

MYTHS Incorporating your business is the same as trademarking your brand. You can always use your own name. Silly marks should be avoided because our product/service is not silly.

FACTS: 

FACTS A not too good trademark may be remembered after your multi-million dollar ad campaign. Think “BIG BLUE” A great trademark is unforgettable: Think “APPLE”. A great trademark is a word with an image, so that even if the consumer can not read, write or speak English, he buys your product: Think “APPLE”.

How Tall is Mt. Fujiama ?: 

How Tall is Mt. Fujiama ? Close your eyes and picture a calendar, but not just any calendar, a humongous calendar the size of a mountain with snow on top! Now ask yourself, How many months are in a calendar? How many days in a year? Now you know, Mt. Fujiama is 12,365 feet tall! Any questions?

COPYRIGHTS AND TRADESECRETS: 

COPYRIGHTS AND TRADESECRETS SHARP, NARROW ARROWS IN YOUR INTELLECTUAL PROPERTY QUIVER: HOW TO KEEP YOURS AND DEFEND AGAINST THEIRS! J. Nevin Shaffer, Jr. P.A.

COPYRIGHTS: 

COPYRIGHTS You already know most of what you need to know about copyrights: You can NOT copy the other guy’s stuff! That is bad behavior It is plagiarism Don’t do it!

A COPYRIGHT IS: 

A COPYRIGHT IS A right to stop others from copying your work of art or authorship, think software. They last your lifetime plus 70 years or 95 to 120 years for works for hire, thank Disney! They protect your expression of an idea NOT the idea.

NUANCE: 

NUANCE This nuance in copyright law explains why Bill Gates is the richest man in the planet. He was an Independent contractor. IBM got what they bargained for. He got the rights to sell it to the rest of us!

WHEN HIRING AN INDEPENDENT CONTRACTOR: 

WHEN HIRING AN INDEPENDENT CONTRACTOR Get at least two guarantees in writing: 1. That the work to be delivered will be original. 2. “And, Oh by the way Bill, we own the copyrights to what we are paying for.

REGISTER YOUR IMPORTANT WORKS: 

REGISTER YOUR IMPORTANT WORKS Enforcing an unregistered work limits you to actual damages, if you can prove them. Enforcing a registered work allows you to go after court costs, attorney’s fees and damages for willful infringement of up to $150,000 per infringement.

REGISTER UNPUBLISHED WORKS: 

REGISTER UNPUBLISHED WORKS Prior to publication, you can register your work in unpublished form. Once it is published you can register it again.

TRADE SECRETS : 

TRADE SECRETS If you are “in business” you have trade secrets. A trade secret is anything of commercial value that enables you to make money while your competitors starve! Such as: Pricing strategies Manufacturing know how Marketing strategies Customer lists

THE FOCUS IS INSIDE! : 

THE FOCUS IS INSIDE! With trade secret protection, you are protecting yourself against your competitor tomorrow who is currently your most valuable employee.

TWO CHOICES ON THE EMPLOYMENT CONTRACT: 

TWO CHOICES ON THE EMPLOYMENT CONTRACT When you decide to leave our company, pick one of the two options: A. We get to give you a lobotomy or B. You agree not to take our trade secret information with you and use it against us.

ASK EVERY NEW EMPLOYEE FOR: 

ASK EVERY NEW EMPLOYEE FOR A copy of all prior contracts. Find out what they can not talk about and don’t ask them.

FACT: 

FACT Trade secrets are much more powerful than Non-compete agreements. Easier to enforce

WHAT COPYRIGHTS AND TRADE SECRETS ARE : 

WHAT COPYRIGHTS AND TRADE SECRETS ARE They are leverage to end the inevitable conflicts that arise in every successful organization. They also add extraordinary value to your organizational intellectual property portfolio. Any questions?

PATENTS: 

PATENTS A PLAN FOR ACTION OR NOT! J. Nevin Shaffer, Jr. P.A.

A PATENT IS : 

A PATENT IS A something less than 20 year right that The federal government gives Inventors To stop other people from making, using or selling the patented invention.

AND THE FIRST STEP IS?: 

AND THE FIRST STEP IS? Make a written disclosure of your idea and Get it witnessed by two people who first agree to keep the information confidential and then state that they have read and understand the disclosure.

NEXT SPEND A LOT OF MONEY ON A PATENT APPLICATION! : 

NEXT SPEND A LOT OF MONEY ON A PATENT APPLICATION! FALSE! Just keep your idea confidential. In the United States there is no race to the patent office.

SECOND STEP : 

SECOND STEP Investigate the commercial viability of the product. If the market justifies it, do a patent search. You might even pay for a patent search! If foreign patents are needed, apply for a patent BEFORE bringing the product out in the market.

BAD NEWS: 

BAD NEWS Not every invention is patentable The invention must pass three tests: Useful New Non-obvious improvement.

PATENT TYPES: 

PATENT TYPES Provisional: a good idea if you are going to publish the idea or present the idea at a convention next week. Non-provisional: This is what you think of when you hear “patent”. Plant. Design: think expensive copyright.

NOT SURE IF IT ISVIABLE?: 

NOT SURE IF IT IS VIABLE? If you live in the United States and your research says that we are the best market in the world [Trust me, we are] then Get a good brand, work up an original ad, get your trade secret agreement in place and go for it! You have one year to affirmatively test the commercial viability of the product.

SUMMARY: 

SUMMARY A patent is a very strong type of intellectual property. But do not forget trademarks, copyrights and trade secrets: Think= Dressing for cold weather! Any questions?

UWF Haas Centerfor Business Research & Economic Development: 

UWF Haas Center for Business Research & Economic Development Building 53; 11000 University Parkway Pensacola, FL 32514 Phone: 850.474.2657 Fax: 850.474.3174