Greg R. Vetter

IP Strategy & Management, Spring 2014

Course Description

Through speakers, case study readings, other readings, and class discussion, this course covers the central concepts and roles involved in strategic management of intellectual property rights, such as patent, copyright, trademark, know-how, digital information, and licensing of all these. The course will examine a variety of corporate settings, with some additional emphasis on startups and organizations whose assets are primarily intangible. During most weeks of the fourteen week semester, there will be a speaker on either Tuesday or Thursday, with the other day dedicated to discussion of readings and/or the speaker presentations. It is expected that there will be nine to twelve speakers during the semester. The course will examine the use and strategic deployment of intellectual property rights in relation to business strategy and market ecologies.

Generally Applicable Syllabus Information

Please read carefully the Generally Applicable Syllabus Information. This document sets forth course policy for attendance, preparation and participation, use of computers, and other items. A complete understanding of this document is necessary to take full meaning from the Class Schedule and Other Information set forth immediately below. Section III of the document, examination and grading, does not apply to this course.

Class Schedule and Other Information

Name: IP Strategy & Management
Class # / Section #: 6384 / 23691
Place: BLB-3
Time: Tuesday & Thursday, 1:00 p.m. to 2:15 p.m. (2 class sessions per week, 3 credit hours)
UHLC Listing: http://www.law.uh.edu/schedule/class_information.asp?cid=12007
 
Reading Materials:

There is no book for this course.  It is anticipated that all readings will be from publicly available materials, or from materials available from Westlaw or Lexis.  If there are any students in the course from other UH schools without Westlaw or Lexis access, the course instructor will arrange to have those materials provided.  

Supplement?: There is no requirement to purchase a statutory supplement.
Prerequisites There is no prerequisite, but IP Survey is recommended. Students without knowledge of intellectual property rights should expect to undertake additional reading from this online resource.
Brief Description of Coverage: This class will meet in two 1.5 credit-hour blocks each week. Assignments will be detailed in the table below as the semester progresses.
 
Absences Limit: Assuming two class meetings a week, six or less absences constitutes attendance meeting the eighty percent requirement. More than six absences means that the eighty percent requirement is not met.
Attendance will be taken via a roll sheet passed throughout the class each session.
"Pick your seat" seating chart date: Thursday, January 16, 2014
 
{reserved} {reserved}
Final Exam Information:

Take-home final during the last week of the course, graded blind against your exam number.  The final will be issued with several days for completion.  There will be an upper limit on the number of words allowed in an answer, inclusive of footnotes.  Superior class participation can boost your grade one level, for example, from B to B+.

First day/week's assignment: Read this course web page, the linked Generally Applicable Syllabus Information (ignoring section III), and the assignments detailed in the table below for the first day/week of class.
 
{reserved} {reserved}
Audio Recording of Class Sessions I will audio tape the class sessions using a portable recorder attached to my person and post links to the audio tracks on the class web site for the sole and limited educational purpose of allowing students to stream the recorded sessions to review or to enable students who missed a class to hear the class presentation. Any audio tracks created will be deleted and destroyed shortly after the final exam for the class. Since I call on students, there is a slight chance that your contributions to class discussion, whether voluntary or while on call, may be included in the audio recording. The chance is slight because the recording technology I use does a poor job of picking up any voices other than my own. Your continued registration in this class indicates your acquiescence to any such incidental recording for the purposes described above unless, if you have concerns about this, you come speak with me as soon as possible but in no event later than the first day of the second week of class.
Cancellation Day(s)

Tuesday, Jan. 28 was a day of class cancellation due to UH closing for weather. This class day was made up by adding 5 minutes to each of the 15 class periods thereafter.

Makeup(s) for Cancelled Day(s): The last two class periods of the semester are dedicated to the process associated with the take home final and will not include an actual class. The last class period will be Thursday, April 17.

Contact Information and Office Hours

These are posted on my home page at:

www.law.uh.edu/faculty/gvetter/

Course Materials Links by Category

The links below are for general reference and may be used for some class assignments.

Course Coverage Table

The table linked below provides the detailed assignments for this course. It also may provide links to materials for each class and other items related to the course. In order to allow flexibility in the class, assignments beyond those posted for the next week are subject to change; therefore, students who may wish to read ahead are urged to contact the professor before doing so. The rate of progress through the materials depends on the class dynamics.

After each class session, the class date will become a hyperlink to the audio for that class.

Call assignment will be as described in the Generally Applicable Syllabus, or per the method below, depending on the number of course enrollees.

Revision to Generally Applicable Syllabus: Call assignment for cases is by individual using the first letter of the last name, proceeding alphabetically most of the time. In some instances, multiple persons share the same first letter of the last name, in which case a number indicates who the person is based on alphabetical order. If a person assigned to a case does not appear for a class session, I will look for volunteers. Adjustment of individual case assignments may occur up to mid-evening (around 7 pm) of the night before class.
Students must email me if they will not attend in order for this system to work well.

Note of March 26, 2014: In the table below, the abbreviated cite for a source is given in brackets.

 

Week 1: Introduction (slides)
Assignment { resv } Comment/Notes
{ resv }
Date
Call
All
Beating Global Monopolists at their Own Marketing Game (40 Geo. Wash. Int'l L. Rev. 123 (2008) {Long}
All
Week 2: Trademark and Brand Management presentation (slides)
Assignment { resv } Comment/Notes
{ resv }
Date
Call
SPEAKER: Jessica Lewis; The Coca-Cola Company
Cola Wars backgrounder handed out in class during the previous week {Lewis Pres.}
presentation via internet video conference
Dell social media initiative blog post
Jan. 23
Week 3: preparation for University Tech. Transfer presentation
Assignment { resv } Comment/Notes
{ resv }
Date
Call
inclement weather day - speaker rescheduled
Jan. 28
Wendy H. Schacht, Cooperative R&D: Federal Efforts to Promote Industrial Competitiveness (2010) {Schacht}
University Technology Transfer story: DriveScribe {DriveScribe Story}
Interview with Dr. Clarke (streaming video)
Nelson, Ten Things Heads of Institutions Should Know about Setting Up a Technology Transfer Office (web article at IP Handbook website) {Nelson}

Association of University Technology Managers (AUTM)
The Better World Project website
Licensing Executives Society
IP Handbook website
IPX Intellectual Property Management company

Week 4: University Technology Transfer presentation (slides)
Assignment { resv } Comment/Notes
{ resv }
Date
Call
SPEAKER: Dr. Mark S. Clarke, Associate Vice Chancellor / Associate Vice President for Technology Transfer, Univ. of Houston Division of Research, Office of Intellectual Property Management
in-person presentation

Other local technology transfer offices: UTMB, and some of its available technologies; MD Anderson
Feb. 4
Patent Portfolios
Kimberly-Clark article handed out in class: Toilet-Paper War Heats Up With New, Wet Roll, WSJ, Jan. 17, 2001 {Kimberly-Clark TP War}
For amusement: patent lawyers at lunch.
Week 5: Patents and Portfolios (slides)
Assignment { resv } Comment/Notes
{ resv }
Date
Call
SPEAKER: Bart Eppenauer, Shook, Hardy & Bacon (Mr. Eppenauer was formerly Microsoft Chief Patent Counsel)
presentation via internet video conference
Feb. 11
Week 6: preparation for Govt. Tech. Transfer
Assignment { resv } Comment/Notes
{ resv }
Date
Call
Review these previously assigned items: Patent Portfolios, Licensing Acquired Patents (2013)
Patent landscape report by WIPO on desalination technologies
Week 7: Government Technology Transfer presentation
Assignment { resv } Comment/Notes
{ resv }
Date
Call
SPEAKER: Edward K. Fein, John E. James, NASA
in-person presentation
Morgan & Cohn-Sfetcu, Automated Software Systems for Intellectual Property Compliance
Black Duck getting started page (simply review the web page - there is no need to download the documents listed, which were separately emailed to students)
Week 8: Copyright and Software Ecologies (rescheduled presentation) (slides)
Assignment { resv } Comment/Notes
{ resv }
Date
Call
SPEAKER: Irene Kosturakis; BMC Software
in-person presentation
Mar. 4
Week 9: Inventing in the Large Corporation
Assignment { resv } Comment/Notes
{ resv }
Date
Call
DOJ/FTC Report, Chapter 2, Competition Concerns when Patents are Incorporated into Collaboratively Set Standards (2007) (it is not necessary to read the footnotes carefully)
IBM Inventors Break Patent Record (streaming video)
SPEAKER: Tim Lambert, Senior Principal Development Engineer, Dell Enterprise Solutions Group, Dell
presentation via internet video conference
Mar. 20
Week 10: Technology Business Promotion/Startup
Assignment { resv } Comment/Notes
{ resv }
Date
Call
Entrepreneur thoughts on the startup process
Frameworks for Entreprenership steaming video
Handout: Preface and chapters 1 and 2 from: Carayannis, et al., Idea Makers and Idea Brokers in High-Technology Entrepreneurship (2003)
SPEAKER: Jim Unnerstall
presentation via internet video conference
Mar. 27
Week 11: IP Risk and Insurance
Assignment {resv} Comment/Notes
{ resv }
Date
Call
For April 1: slides by Ms. Cauthorn, sent via email; article sent by email: Mark Harris, Snapping up Kodak
For April 8: this slide set; and slides by Mr. Banks, sent via email
SPEAKER: Kimberly Klein Cauthorn, Senior Director and Head of Claims for RPX Insurance Services, LLC
in-person presentation
Apr. 3
 
 
Week 12: Venture Capital
Assignment {resv} Comment/Notes
{ resv }
Date
Call
SPEAKER: Stephen J. Banks, President - C&C Interests, LLC, Venture Partner - S3 Ventures; and Kala Marathi, Executive Director of Innovation, University of Houston, C.T. Bauer College of Business
in-person presentation
Apr. 8
Review April 1 reading assignments, along with the two chapters from Carayannis, for synthesis discussion of the prior two presentations
 
 
Week 13: Review and Synthesis (slides)
Assignment {resv} Comment/Notes
{ resv }
Date
Call
Review Fisher and Exit & Voice
Work and review hypothetical final
 
 
Week 14: Exam
Assignment {resv} Comment/Notes
{ resv }
Date
Call
{ no more class days hereafter }
 
 

Last modified on April 17, 2014, by Greg R. Vetter