June 23–24, 2006
Renaissance Pittsburgh Hotel
Pittsburgh, Pennsylvania USA
www.autm.net
AUTM
Softw
ar
e and Digital Media Cour
se
®
About the
Software and
Digital Media
Course
The AUTM Software and Digital Media Course is designed specifically for tech-nology professionals who work with software, digital media, databases, electronic data, Web sites and an array of other university information products.
The development cycle of information products is quite different from most types of technology. The 2006 Software and Digital Media Course follows that natural flow of infor-mation product devel-opment. Beyond appreciating the ele-ments of such cycles, the course will cover specific management techniques and their legal underpinnings. The objective is to provide tools that attendees can take back to the office and use to improve suc-cess in managing university information products.
Meeting Agenda
Friday, June 23
7 – 8 a.m. Continental Breakfast
8 – 9 a.m. Information and Inventions Speaker: Gerald Barnett,
University of California Santa Cruz
Managing software and digital media begins with a fundamental understanding of the practices attend-ing to information-based materials and the appropri-ate role for intellectual property. Software and related works are the result of intention and craft, often are deliverables within awards and made available for their information value and limited utility more so than their commercial potential. Intellectual property plays a role in managing quality, choosing associations and developing relationships. Of particular importance is the development of tools distributions, open source distributions, commons, consortia and publication agreements. Information-based assets can prove to be of strategic value in broader outreach efforts involving conventional, patent-based developments. 9 – 10 a.m. Open Source
Speaker: James Hildebrand,
University of Minnesota
Self-organizing, collaborative communities are becoming a force in the management of university research assets. Open source distribution lowers barriers of access and fundamentally changes the rules for licensing research technology for develop-ment and “commercialization.” There are other models of collaboration as well: community and shared source and open standards. These models differ from proprietary approaches involving patent
controls, sale of executable code only, and use of intermediaries such as publishers and distributors. What do your developers want to accomplish when they propose an open source distribution? Do they know what forms of collaborative community are available? This session will discuss various forms of collaborative software communities, put some perspective around open source and its alternatives, and offer some practical suggestions for managing intellectual property for collaboration.
10 – 10:30 a.m. Networking and Refreshment Break
10:30 a.m. – Noon Application Developers’ Points of View
Speakers: TBA
Speakers invited from Carnegie Mellon’s School of Computer Science
All too often, academic groups that develop information products think the technology transfer office is not useful because they perceive its interests and goals as far different than their own, particularly in the case of open source. This session aims to help technology transfer professionals understand the purposes and needs of the various development cycles so they can help the develop-ment communities produce products that are appro-priately protected and keep open commercial and other opportunities for the university. Experienced developers will discuss the evolution of successful projects, providing attendees examples of strategic approaches that can facilitate the work of develop-ment groups in light of university objectives, without getting in the way of progress.
Software and Digital Media
Planning Committee:
Chair: Robert A. Wooldridge,
Carnegie Mellon University Committee: Gerald Barnett,
University of California Santa Cruz
Joseph D. Fondacaro,
Cincinnati Children's Hospital
Michael C. Greenbaum, Blank Rome LLP Ray Harris, Fennemore Craig James Hildebrand, University of Minnesota Yatin Karpe,
North Carolina State University
Christopher D. McKinney,
Vanderbilt University
Steven Smith,
University of British Columbia
Charles C. Valauskas,
Baniak Pine and Gannon
Charles R. Williams,
University of Washington
AUTM acknowledges the 2006 Software and
Digital Media Course sponsors:
Patron Sponsors
Blank Rome LLP
Wellspring
Cooperative Sponsors
Carnegie Mellon University
University of Pittsburgh
Association of University Technology Managers®,
AUTM®and are
registered trademarks of the Association of University Technology Managers. AUTM Software and Digital Media CourseSMis a
service mark of AUTM. ®
About AUTM
®The Association of University Technology Managers®is a nonprofit organization with an international
membership of more than 3,600 technology managers and business executives. AUTM members — managers of intellectual property, one of the most active growth sectors of the global economy — represent more than 300 universities, research institutions and teaching hospitals as well as numerous businesses and government organizations.
Meeting Agenda
Noon – 1 p.m. Lunch
1 – 2 p.m. Copyright and Rights Management Speaker: Ray Harris, Fennemore Craig
This session will cover copyright law applicable to software and digital content with particular emphasis on matters arising in the commercial-ization of works authored in the university setting. The speaker will also discuss the impact of university policies and sponsorship agree-ments as well as the open source model.
2 – 3 p.m. Patent and Trademark Protection for Software Speaker: Michael C. Greenbaum, Blank Rome LLP
Software has become ubiquitous in modern day life and often forms a significant aspect of many inventions. Sometimes, the software itself is the invention. We have all heard stories about software that turns out to be worth millions or even hundreds of millions of dollars. Though the software you would like to protect may not be the next killer appli-cation, how do you determine how best to protect it? This session will explore the various issues involved in the ownership and protection of software using the patent laws. A brief discussion of trademark issues also will be presented.
3 – 3:30 p.m. Networking and Refreshment Break
3:30 – 4:30 p.m. License Drafting and Formation
Speaker: Charles C. Valauskas, Baniak Pine and Gannon
How do you prepare a workable license when time is short? This ses-sion will present a step-by-step approach of how to build a license that conveys the rights that you wish to convey even in a time crunch. The speaker will discuss hybrid licensing along with common licensing mistakes and pitfalls.
4:30 – 5:30 p.m. Ask the Experts Facilitated Discussion
Panel: All speakers
This session is an opportunity to get expert perspectives from a diverse range of technology transfer professionals. The panel consists of expe-rienced technology transfer professionals who will be available to respond to a variety of questions in the area of software patents, copy-right and digital media. This session gives attendees the opportunity to address any last-minute questions or concerns relating to any of the course-related topics.
6 – 7:30 p.m. Networking Reception
Saturday, June 24
7 – 8 a.m. Continental Breakfast
8 – 9 a.m. University of Washington Software Digital Media Model
Speaker: Charles R. Williams, University of Washington
This session is an overview of the project centric models used at the University of Washington to manage, distribute and commercialize data, software, and digital media. Examples will include database publishing, licensing software from your web portal, and developing enterprises within the university environment for spin out. Discussion will include strategies to manage rights and win friends in an environ-ment where one size does not fit all.
9 – 10 a.m. Commercialization, Metrics, Outcomes
Panel: Gerald Barnett,
University of California Santa Cruz
Charles R. Williams, University of Washington
Robert A. Wooldridge,
Carnegie Mellon University
Commercialization in invention licensing generally suggests “develop-ment and sale of commercial products.”However, for information asset management, commercialization may mean “uptake for use by indus-try.” Such uptake may not involve formation of products at all. For
instance, a process modeled by software may become a standard plat-form or a data set may serve as a benchmark. For inplat-formation assets, the operating models and the metrics may be noticeably different from those for patent-only-based licensing. While licensing income may still be important to the financial health of the office, the overall visibility of information assets; their uptake by industry for research, in-house use and as standards; and the development of broad working relationships in support of academic research and instruction are the emerging stan-dards of success. The panel will discuss approaches to creating useful metrics to track the objectives of information-based approaches to technology transfer.
10 – 10:30 a.m. Networking and Refreshment Break
10:30 – 11:30 a.m. Policy Issues Discussion:
How New Models Might Work in Existing, Patent-Oriented Technology Transfer Offices
Panel: Gerald Barnett,
University of California Santa Cruz
Patrick L. Jones, University of Arizona
Robert Lowe, Carnegie Mellon University
Open source and digital media can be very different, in a variety of ways, from conventional patent licensing which is familiar to most. The panel will be asked to consider how policy supports a diversity of innovative models, and how must it adapt to accommodate not just software but also the new regimes of development, exchange, and commercialization that software and information assets present, patents or otherwise.
11:30 a.m. – 1 p.m. Lunch on Your Own
1 – 3:30 p.m. Chalk Talks Speakers: TBA
This session will feature concurrent group discussions of issues that arise in the management of software and digital media intellectual property. Each discussion will be led by one or more experienced licensing officers and focus on a different general topic. Topics may include: ownership, license drafting, distribution strategies, money issues, software start ups and policy. Participants will be encouraged to raise questions that have arisen in their practice and identify topics for further training and resource development.
3:30 p.m. Course Adjourns
Travel Information
Hotel
Renaissance Pittsburgh Hotel 107 Sixth St. Pittsburgh, PA 15222 USA Phone: 412/562-1200 Fax: 412/992-2010 www.renaissancehotels.com
Location
The Renaissance Pittsburgh Hotel is a magnificently restored architectural landmark in the heart of down-town Pittsburgh. Conveniently located in Pittsburgh’s Cultural District, the hotel is steps from world-class performing arts venues, vibrant clubs, a bustling business district, PNC Park and Heinz Field. The hotel is approximately 26 miles from Pittsburgh International Airport. For more information about the hotel, visit the Renaissance Pittsburgh Hotel Web site at www.renaissancehotels.com. For information about the many sights and attractions in Pittsburgh, visit www.pgharts.org.
Hotel Accommodations
AUTM has negotiated discounted rates of $139 for single or double occupancy, plus applicable taxes. These rates will be available to attendees based on availability from Monday, June 19, through Monday, June 26, 2006. To reserve a room, call the hotel at 412/562-1200 or the toll-free number 866/454-4400 and identify yourself as an AUTM meeting attendee to obtain the special rate. Reservations also can be made through the AUTM Web site at www.autm.net. Make reservations by Monday, May 22, 2006; dis-counted room rates may not apply after this date. A credit card guarantee is required to hold your reservation. The hotel will charge the equivalent of one night’s room and tax if cancellation notice is not provided to the hotel at least 48 hours before sched-uled arrival. Hotel check-in is 4 p.m., and check-out is noon.
Flight Information
American Express Travel, the preferred agency for AUTM meetings, can assist with airline arrange-ments. Domestic callers can dial 888/762-8728; inter-national callers can dial 313/322-2130. American Express Travel charges a processing fee on transac-tions but provides a discount to AUTM attendees.
Airport Transportation Information
The Renaissance Pittsburgh Hotel is approximately 45 minutes by taxi from the Pittsburgh International Airport, about a $35 fare. Express Shuttle operates every half hour from the Pittsburgh International Airport to the downtown hotels, Sunday through Friday, from 7 a.m. to 11:30 p.m., and Saturday from 7 a.m. to 9 p.m. Reservations are not required, and departures leave from the baggage claim area, near Thrifty Rental Car. The fare to and from the down-town hotels is $19 per person, one-way, or $34 per person, round trip. Contact Express Shuttle for more information at 412/321-4990.
Car Rental
Avis Rent A Car System Inc. is the official car-rental service for the AUTM Software and Digital Media Course. Avis agents can provide the best available rates for your car needs during your stay. For reser-vations, go online http://tinyurl.com/ce24r or call 800/331-1600 and reference the AUTM Avis
Worldwide discount number J787330 to receive spe-cial pricing.
Foreign Visas
Travelers coming from qualified countries to the United States for tourism or business for 90 days or less may be eligible to visit the United States without a visa. Currently, 28 countries participate in the Visa Waiver Program (VWP). Visitors entering on the VWP must have machine-readable passports. Travelers without machine-readable passports will need to apply for a visa to enter the United States. For addi-tional information about obtaining a visa, visit the U.S. government Web site at
www.travel.state.gov/visa/index.html.
Parking
Self-parking is $10 per day, and valet parking is $24 per day.
Dress and Weather
Attire for the AUTM Software and Digital Media Course is business casual. Pittsburgh’s average daytime high temperature in June is 80°F (27°C); the average low temperature is 56°F (13°C). Remember to check the weather before your arrival and bring appropriate clothing. Because meeting room temper-atures sometimes fluctuate, attendees may wish to bring a sweater or jacket.
Registration Information
Full meeting registration includes admission to all course workshops, group meal functions, meeting course binder and the Friday evening reception. AUTM member: Membership in AUTM is on an vidual basis, and member fees only apply to the indi-vidual who is a current member in good standing.
Processing Registrations
AUTM will process course registrations only when they are accompanied by a check or credit card infor-mation. Please note: Registration forms, with fees paid, must be postmarked (if mailed) or received by fax by May 25, 2006, to qualify for the discounted early rate. Registrations received after May 25, 2006, must be paid at a higher rate.
To be considered pre-registered, your registration, changes or substitutions must be received by June 12, 2006. After June 12, only onsite registrations will be accepted. There are no additional fees for onsite registration.
Questions
If you have questions about the program or registra-tion, contact Shalini D’Souza at AUTM headquarters via e-mail at sdsouza@autm.net; by phone at 847/559-0846, ext. 275; or fax at 847/480-9282.
Save
the
Date
AUTM and LES
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Meeting
May 10 – 12, 2006
Loews Philadelphia Philadelphia, PA USAAUTM Western
Regional
Meeting
July 16 – 18, 2006
St. Julien Hotel & Spa Boulder, CO USA
AUTM Central
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Meeting
July 23 – 25, 2006
The Marquette Hotel Minneapolis, MN USA
AUTM Executive
Forum
SMOct. 6 – 7, 2006
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Development
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Course
SMOct. 26 – 28, 2006
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AUTM Annual
Meeting
March 8 – 10, 2007
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Software and Digital Media Course
Registration Form
June 23 – 24, 2006 Pittsburgh, Pennsylvania USA
Please Print
Complete a separate form for each registrant.
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Ì Do not post my name to the online pre-registration list.
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Address
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Registration
Preregistration policy: To be considered preregistered, your
registra-tion, changes or replacement must be received by June 12. After this date, you must register onsite. Faxed registration forms that do not contain credit card information do not qualify as an early registration.
Payment Confirmation: Attendees will receive written confirmation
from AUTM headquarters. Because of registration and payment processing time, it may take up to two weeks for you to receive confirmation.
Registration Cancellation Policy: Notification of cancellation must be
submitted in writing. Cancellations received by May 25, will be subject to a $75 cancellation charge. No refunds will be given after May 25. Substitutions are allowed at any time, but must be submitted in writing and must be of the same membership status.
Register online at www.autm.net
Complete this registration form and mail it with the appropriate payment to:
Association of University Technology Managers 33661 Treasury Center
Chicago, IL 60694-3600
Or fax to AUTM with credit card payment information to:
847/480-9282
AUTM Taxpayer ID #36-3011951
Registration Fees
Please circle the appropriate fee:
Before After May 25 May 25 and Onsite
AUTM Member*: $575 $625
Nonmember: $775 $825
* Membership in AUTM is on an individual basis and member fees apply only to the individual who is a current member in good standing.
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Special Needs
Please contact AUTM headquarters at 847/559-0846; fax: 847/480-9282; e-mail: sdsouza@autm.net, if you have any special needs.
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Only onsite registrations will be accepted after June 12.
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