What are the best information sources for intellectual property and
asset (IPAM) processes and benchmarks?

Waht are the "classic" case studies in IPAM?

What are the best paractices in IPAM?

Thanks,

Steve

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Request for Question Clarification by czh-ga on 30 Jun 2005 17:16 PDT

Hello dunus-ga,

I?ve started researching your question and it?s become clear that the
term ?Intellectual Property and Asset Management? or IPAM is used in
two related but differentiated ways in the business press. The first
application covers patent protection while the second has to do with
intellectual capital (assets) in terms of knowledge management. Here
are some articles to illustrate my point. Please tell me more about
the context of your question so I know what kind of information you
need. Thanks.

~ czh ~

http://www.ipambestpractices.com/Info/BPLibraryIndex.html
Intellectual Property Best Practices Library:  Summaries

http://www.ipmenu.com/
IP Menu ? Global Intellectual Property

http://www.providersedge.com/docs/km_articles/Managing_Knowledge_for_Advantage_-_Technologies.pdf
Managing Knowledge for Advantage: Content & Collaboration Technologies

http://www.kmmag.com/articles/default.asp?ArticleID=655
Making Knowledge Pay
Companies find that their intellectual processes and assets, if
properly packaged and sold, can yield surprising top-line revenues
 
http://www.internetcapital.com/news/partners/061702b.html
Delphion to Deliver Enterprise Software for Generating Corporate Value
from Intellectual Assets

Delphion solution to integrate and streamline disparate company
processes for creating, managing and leveraging intellectual assets

---

Clarification of Question by dunus-ga on 30 Jun 2005 18:31 PDT

Thanks for the distinction.  I mean systems of extracting maximum value from
 the strategic managment of the value generation process with IP:
 R&D invention generation process--> IP decision making --> IP
portfolio managment --> monetizing/risk managing--> realizing
corporate strategy

So my question is more of a business system level question on how to
maximize the return on investment in IP.  IP is also used as a key
risk management tool to protect the existing business that is very
valuable.  Hence there are defensive and offensive uses for IP.

A big co might put 70 % of it's IP spending on protecting the core,
20% into growing the core into new markets and 10% into blue sky
invention for break throughs.  This would be an example of corporate
strategy translated into IP portfolio management.

I am looking for best cases and practices at this system level mostly
for big companies.  Some companies that may be the subject of this
would be IBM, Proctor and Gamble, Honeywell, Cisco, Microsoft, GE, and
3 M for the big guys.  Intellectual ventures for the early venture
space.

Top law firms are also worth looking at.

I realy thought the links 1, 2, and 5 you provided were getting on
target with comprehensive content.

I am trying to get a broad and high level overview.

Thanks

p.s. what kind of word is oratices--sorry for the typo practices

---

Request for Question Clarification by czh-ga on 30 Jun 2005 19:35 PDT

Hello dunus-ga,

Your clarification helps a lot. I have a much better understanding of
what you're looking for. Based on my preliminary research I can't tell
how difficult it's going to be to unearth information that's on target
for you. I will be back with you shortly.

~ czh ~

---

Clarification of Question by dunus-ga on 01 Jul 2005 08:03 PDT

Clarification:

Subject: Best practices in intellectual property management

Hello dunus-ga,

I hope that the information I?ve found for you about the current
trends in Intellectual Asset Management will be helpful. I?ve sorted
the materials into your three categories: Information Resources, Case
Studies and Best Practices. In the course of the research I came
across a lot of information about associations, organizations,
portals, directories and publications that I thought might also be
helpful so I?ve included these as well.

There is growing interest in this field and many consulting companies
now have a practice in IAM. I trust that the collection of resources
I?ve found will meet your needs.

All the best.

~ czh ~


===================================================
IPAM RESOURCES ? PORTALS, DIRECTORIES, PUBLICATIONS
===================================================

http://ipmall.info/hosted_resources/
The IP Mall
Intellectual Property, Commerce, & Technology 

Our assumption is that legal researchers use premium (e.g. Lexis and
Westlaw), low fee (e.g. LoisLaw) and no fee (e.g. USPTO, Copyright
Office, WIPO, GPO, FindLaw, Cornell LII and many others) to find the
primary sources of IP law (cases, statutes, treaties, regulations and
procedural manuals) as well as proprietary secondary legal sources in
mainstream publication.

Our mission is to offer unique content not available on these other
Websites. This content includes Pierce Law produced papers and
scholarship, collections of public domain content not online or
spanning time periods before other Web collections, unique dedicated
topical portals (e.g. Traditional Knowledge Online), News (e.g. IP
News Blog) as well as miscellaneous content from IP Mall users looking
for a place to host their works.

***** This site offers a large collection of resources to explore best
practices in the IPAM field.

-------------------------------------------------


http://www.ipmenu.com/
IP MENU from Phillips Ormonde & Fitzpatrick
IP Menu - The Home of Intellectual Property on the Internet

IP MENU is a new, worldwide Internet directory system aimed at users
and researchers working in the intellectual property field. The system
is designed in a hierarchical fashion with indexes by country or
property type (eg patent, trade mark etc).  The system also includes
features such as the IP Conference and IP Office Holiday Calenders.

***** This is a large portal with lots of IP resources.

-------------------------------------------------


http://www.cio.com/archive/060103/et_article.html
http://www.cio.com/archive/060103/et_outlook.html
June 1, 2003
Creative Management
Intellectual property asset management tools help businesses get a
handle on mind-based products

Unlike standard asset management applications, which are primarily
geared toward handling physical objects, IP asset management tools are
designed to accommodate intangible intellectual materials that can be
utilized in numerous ways and are often surrounded by a host of legal,
financial and regulatory issues. And unlike ordinary document and
content management programs?which let users find, access, share,
reuse, distribute and archive information?IP tools provide a variety
of other capabilities, such as legal status monitoring, licensing and
royalty tracking.

Targeted Markets 
Given the specialized needs of their customers, most IP asset
management software vendors focus on either specific tasks or vertical
markets. Artesia, for example, offers versions of its Teams software
tailored to enterprises including publishers, advertisers,
broadcasters and government agencies. Applied Information Management,
on the other hand, focuses its Harpoon software on TV and film
distribution companies. The organization offers separate applications
for accounting, program acquisition, advertising sales, pay TV and
pay-per-view contracts, home video distribution, residuals payment
processing and distribution licensing.

Vendors 

Applied Information Management 
(www.aim-harpoon.com): Harpoon software. 

Artesia Technologies
(www.artesia.com): Teams Digital Asset Management software. 

Halo Solutions 
(www.halosol.com): IPDOX software. 

PLX Systems 
(www.plxsystems.com): PLXware software.

-------------------------------------------------


http://www.managingip.com/?Page=1&hID=68
Managing Intellectual Property

Managing Intellectual Property is published 10 times a year and
includes news, data, in-depth articles and interviews with influential
IP figures. Articles are written by our own full-time journalists and
by specialized intellectual property practitioners.

MIP also prints supplements including the IP Contacts Handbook, Trade
Mark Yearbook, Patent Yearbook and Litigation Yearbook which are
distributed free to subscribers. We have published two books,
Maximizing the Value of IP and Hidden Value: Profiting from the IP
economy. In June 2001, MIP organised its first IP Forum in London,
attended by over 100 delegates.

-------------------------------------------------


http://www.delphion.com/
Delphion gives you access to the patent information you need ? and the
tools to help you take advantage of it.

http://www.delphion.com/about-history
The Delphion Story

In the beginning...
The Intellectual Property Network (as it was then called) was an
initiative within IBM. In 1997, in response to the growing needs of
individuals, organizations, and governments for more efficient methods
of exploring intellectual property information, IBM made the network
available to the public via the Internet.

Delphion was spun out of IBM in 2000 and created as a wholly
independent entity, incorporating the IBM Intellectual Property
Network. Now, with its extensive data coverage ? collections from all
over the world ? and value added functionality, it has evolved into
one of the most comprehensive sources for finding and viewing patent
information.

Today...
Delphion is part of the Thomson Corporation and ? along with other
Thomson information solutions like Derwent and the Web of Science ? is
one of the world's most popular online destinations for intellectual
property and scientific research. Many of the original developers of
the IPN are still leading innovation on Delphion today.



======================================
IPAM -- ORGANIZATIONS AND ASSOCIATIONS
======================================

http://www.iipi.org/index.asp
International Intellectual Property Institute (IIPI)

-------------------------------------------------


http://www.aipla.org/
American Intellectual Property Law Association (AIPLA)

-------------------------------------------------


http://www.ipo.org/
Intellectual Property Owners Association 

-------------------------------------------------


http://www.wipo.int/index.html.en
World Intellectual Property Organization

The World Intellectual Property Organization (WIPO) is an
international organization dedicated to helping to ensure that the
rights of creators and owners of intellectual property are protected
worldwide and that inventors and authors are, thus, recognized and
rewarded for their ingenuity. This international protection acts as a
spur to human creativity, pushing forward the boundaries of science
and technology and enriching the world of literature and the arts. By
providing a stable environment for the marketing of intellectual
property products, it also oils the wheels of international trade.

***** This is a very comprehensive website that provides information
about worldwide IP initiatives.



======================
IPAM -- BEST PRACTICES
======================

http://www.ryutu.ncipi.go.jp/seminar_a/2005/pdf/25/B3/Manfroy.pdf
Intellectual Assets Management North American Best Practices
Panel Discussion

***** This is an 18-slide PPT presentation that reviews trends in best practices.

-------------------------------------------------


http://www.ipambestpractices.com/Info/CompassOverview.pdf
http://www.ipambestpractices.com/index.html
Intellectual Property Asset Management (IPAM) is a continuous
management approach that focuses on leveraging patents, know-how and
other proprietary assets to support and improve overall business
performance.

http://www.ipambestpractices.com/Info/BPLibraryIndex.html
http://www.ipambestpractices.com/Info/whitePapers.html
Intellectual Property Best Practices Library:  Summaries

PetrashWilliamson has organized the most comprehensive Intellectual
Property Asset Management library of best practices.  This is the best
source for applied practices.  It enables IP Professionals to gain a
unique insight of applied and proven practices in successful IP
leading companies.

***** This site offers a big library of articles and white papers on
every aspect of IPAM. You can review the abstracts and choose which
ones to buy. The white papers are free and can be downloaded

-------------------------------------------------


http://www.ipambestpractices.com/Info/Best%20Practice%20Activities%20-%20Abstracts.pdf
IPAM Best Practices (Summary)

-------------------------------------------------


http://www.ins.com/knowledge/whitePapers.asp
September 2004
Best Practices for Next Generation IP Address Management
IP Network Management
by: Tim Rooney

This white paper provides recommended best practices for simplifying
and enhancing the IPAM process on your network. These best practices
were developed from the many years of collective experience of the INS
software team, who have been active in the Internet Engineering Task
Force (IETF) in evolving IP technology, have participated in countless
customer meetings and implementations of IPAM systems, and have
contributed to various industry analyst briefings and reports.
Adoption of the next-generation best practices outlined in this white
paper will enable your company to significantly improve network
performance while supporting your company's growth into the future.



====================
IPAM -- CASE STUDIES
====================

http://www.deloitte.com/dtt/article/0,1002,sid%253D2000%2526cid%253D86607,00.html
Innovation Networks Case Study: Deloitte's Intellectual Asset
Management, Product Innovation and Life Cycle Management Services

Forrester Research, ?Innovation Networks Case Study: Deloitte's
Intellectual Asset Management Services? May 18, 2005, by Navi Radjou
with Christine Ferrusi Ross, Ryan Hudson and Jessica Harrington

-------------------------------------------------


http://scientific.thomson.com/knowtrend/ipmatters/acctecon/8199603/
Gordon Petrash on Intellectual Asset Management Practice

An interview with Gordon Petrash, Partner, Competency Leader
Intellectual Asset Management Practice, at PricewaterhouseCoopers

Richard Poynder: Your management of patents at Dow Chemical is widely
cited as an exemplary knowledge management case study. You've since
moved to the Intellectual Asset Management Group at
PricewaterhouseCoopers. Can you say something about your background?

-------------------------------------------------


http://www.ihc.com/xp/ihc/iam/
Intermountain Health Care
The IAM Office 

IAM's mission is to encourage commercialization of inventions or
discoveries made at IHC that will lead to better health care products
and services.

For Inventors describes how IAM helps physicians, researchers and IHC
employees develop, protect and license their ideas, and describes the
responsibilities of inventors in this process.

For Technology Companies describes innovation at IHC as well as
opportunities for partnering with IHC on inventions or discoveries
made at IHC.

-------------------------------------------------


http://www.wipo.int/about-wipo/en/dgo/wipo_pub_888/wipo_pub_888_index.htm
http://www.wipo.int/about-wipo/en/dgo/wipo_pub_888/index_wipo_pub_888.html
http://www.wipo.int/freepublications/en/intproperty/888/wipo_pub_888_1.pdf
Intellectual Property - A Power Tool for Economic Growth

 -- An electronic version of this 377-page publication (in English
only) is available for down-loading in Adobe PDF format.
 -- The paper version and a fully searchable version on CD-ROM (in
English only) can be ordered from WIPO's Electronic Bookshop.
 -- A 36-page overview of the publication (in all WIPO languages) is
available for down-loading in Adobe PDF format.

IP Assets and Enterprise Value
IP assets are gaining ground as a measure of corporate viability and
future performance. In 1982, some 62 percent of corporate assets in
the United States were physical assets, but by 2000, that figure had
shrunk to a mere 30 percent. At the beginning of the 1990s, in Europe
intangible assets accounted for more than a third of total assets. As
early as 1992, in the Netherlands, for example, intangible assets
accounted for more than 35 percent of total public and private
investments. A recent study shows that, on average, 40 percent of the
value of a company is not shown in any way in its balance sheet. For
this reason, IP is sometimes referred to as a "hidden value". Whether
hidden or expressly valued, it is now clear that patents, copyrights,
trademarks, geographical indications and trade secrets are significant
contributors to enterprise value.

-------------------------------------------------


http://ipmall.info/hosted_resources/pubspapers/jorda_TIT_Symposium1.20.04.pdf
http://ipmall.info/hosted_resources/pubspapers/jorda_APPENDIX.pdf
Intellectual Property Management Strategies in US Corporations

***** This is an 8-page report and 3-page appendix on the results of
the 2003 IPO Survey on Strategic IP Management. It includes lots of
statistics and examples.

-------------------------------------------------


http://www.eppic-faraday.com/IP_paper.pdf
EPPIC Intellectual Property Management Models

***** This is an 11-page academic paper from the EPPIC Faraday
Partnership which is  comprised of six academic institutions, two
research and technology organisations, an Industry Steering Group and
a large number of affiliated industrial members.

------------------------------------------------- 


http://www.brodyberman.com/pubs.htm
http://www.brodyberman.com/articles/IIPI_Roundtable_2002July.pdf
International Intellectual Property Institute
The New Emphasis on Patent Value: Opportunities and Challenges

***** This is a 72-page paper.


==============================================
INTELLECTUAL ASSET MANAGEMENT CONSULTING FIRMS
==============================================

http://www.anaqua.com/home.asp
Anaqua Collaboration

------------------------------------------------- 


http://www.consor.com/
CONSOR Intellectual Asset Management

------------------------------------------------- 


http://www.pwc.com/extweb/service.nsf/docid/815C2B406A8AFC5185256745006B3625
PricewaterhouseCoopers
Intellectual Asset Management Practice

------------------------------------------------- 

 
http://www.rti.org/page.cfm?nav=335
RTI International
Intellectual Asset Management

------------------------------------------------- 


http://www.metricsgroup.com/
Metrics Group
The Leader in Patent Mining, Mapping, and Analytics

------------------------------------------------- 


http://www.deloitte.com/dtt/article/0,1002,sid%253D31457%2526cid%253D53501,00.html
Deloitte Touche Tohmatsu
Intellectual Asset Management (IAM)



===============
SEARCH STRATEGY
===============

IPAM OR "intellectual property asset management" "best practices"
IPAM OR "intellectual property asset management" -"address management"
"best practices"
corporate strategy IP portfolio management
"intellectual asset management"
"intellectual  asset management" best practices
"intellectual  asset management" case study

Very tough search to do. Good job classifying and organizing key sources.

Thanks