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IPR MANAGEMENT IN 
COLLABORATIVE CROVDSOURCING 
R. Apreda, G. Fantoni, M. Manenti, P. 
Valleri 
A. Bonaccorsi 
INNO-Grips project 
Manchester, January 26th and 27th 2009
Manchester 2009
The scenario 
3 
• Globalization 
• Innovation 
• Complexity 
• Trasversality 
• Integrated design 
• ICT Tools 
University 
Company 
Plant1 
Plant2 
Individual 
Technology museum 
Touch and experience! 
Integrated methodologies 
Creativity HABITAT 
Virtual Team 
Creativity ROOM 
Knowledge ROOM 
MIND BUILDING 
Immersive environment 
Voice note approach 
Paradox environment 
Creative food 
Intriguing games 
Train your brain! 
Creative community is 
an organism 
Living LAB 
Differences and diversity 
“Brain transfer” 
Creativity SANDPIT 
Rapid Prototyping 
Selective Laser Sintering 
Shape Deposition 
Manufacturing 
Living Labs
Company B 
employees 
Consulting 
Public Company 
Institutions 
Free 
Lance 1 
Free 
Lance 2 
OBSTACLES: 
• Legal 
• Economical 
• Temporal 
• Students 
• Ph.D.s 
• Researchers 
• Professos 
Plant 1 
Virtual Team 
Plant 2 = Human Resource
Wait for the UNEXPECTED 
15 
10 
5 
Need 
spotting 
Solution 
spotting 
! SERENDIPITY ! 
Mental 
invention 
Random 
events 
Market 
research 
Trend 
following 
Goldenberg, J., Lehmann, D. and Mazursky, D., (2001), The Idea Itself and the Circumstances of Its 
Emergence as Predictors of New Product Success, Management Science 47, n.1: 69-84.
Diversity & Breakthrough 
High Low 
Adapted from “Lee Fleming, Perfecting Cross-pollination. Harvard Business review September 2004”. 
High 
Value of innovation 
Low 
BREAKTHROUGH 
AVERAGE 
INSIGNIFICANT 
Alignment of team members’ disciplines
Advantages and drawbacks of different 
approaches to R&D AND innovation 
Type Advantages Drawbacks 
Standard approach Internal know how High cost, efficiency 
Outsourcing Reduction of costs Know how outsourced, 
dissatisfaction of external workers 
Crowdsourcing Tremendous cost reduction, pay per 
solution 
One win, all the others lose 
Open Source Collaborative environment 
Open Innovation Collaborative environment Voluntary contribution not 
business oriented 
Collaborative 
Crowdsourcing 
Pay per solution, collaborative 
environment, high effectiveness and 
efficiency (time and cost reduction) 
Management of collaboration and 
contracts, IPR and revenues 
sharing
Legal aspects 
Type Economical aspects of the IPR 
Company’s employee 
(his activity is in design or R&D) 
Inventive activity is part of the worker’s contractual duties, the 
company obtain all economical rights on the invention produced 
(invention of service) 
Company’s employee 
(his activity is NOT in design or R&D) 
The worker is entitled to a fair compensation (according to 
invention relevance, connection with ordinary duties, firm’s role) if 
its invention is patented by the company (enterprise invention). 
Full time researcher 1) The researcher is authorizated to offer his professional services 
outside the institution. He keeps all moral and economical rights. 
2) The problem solving falls within institutional research activities. 
Institution is entitled to a quota (usually around 30%) of 
revenues. 
3) The study is commissioned and financed by a private enterprise. 
Economical rights are subject to the contract stipulated. 
Researcher with temporary job He cannot work as external professional man (at least in Italy) 
Professional man The professional is entitled to a retribution pro quota from the 
commissioning subject
The Hidden Opportunities 
Why is Pisa famous all over the world?.... 
For a mistake! 
A mistake that has become the town's 
greatest resource. 
Anything else unique? 
A concentration of talented people, 
a creative potential that the economy 
of the region is not able to value and 
it is often wasted in unsatisfactory jobs. 
Just another mistake or a goldmine to be harnessed?
Core Services 
• PROBLEM SOLVING 
• PRODUCTS 
DEVELOPMENT 
• NEW IDEAS 
gym equipment, camper, 
textile, robotics, 
biomedical, constructions, 
automotive 
wiimote tracking, 3d 
images, non-newtonian 
fluids, smart materials, 
piezoelectric actuators 
OneIdeaxDay 
IPR tracking, FA 
techniques to support 
brainstorming sessions 
• METHODS & TOOLS PatCruncher.lnk
Why IPR is crucial? 
• Protect people 
• Increase collaboration and exchange 
• Protect enterprises 
• Knowledge management 
• Patent analysis 
• Team selection 
• Development of new creativity methods 
• ....
Collaborative 
Problem 
Solving 
• Individual Talent 
(often unused) 
• Great 
Expertize 
• Large Numbers 
• Wide Range of 
Expertize 
Leaning Lab 
• Framework, methods, tools 
• Tracking of 
Intellectual Property Rights 
(trust & fair remuneration) 
• Reward, motivation, 
self-entrepreneurship 
• Multidisciplinarity is winning 
• Collaboration & Meritocracy 
strenghten each other
How to solve the 
IPR problem 
PatCruncher.lnk
Post n Author Surrogated 
Parser 
Knowledge 
Base 
Web engine 
Text 
Text 
Indexer 
Search 
Post m Author 
Surrogated 
Text 
RSS from 
the forum 
Ranking 
results
A test case 
““CClleeaann ddiirrttnneessss”” ??
Manchester 2009
Manchester 2009
The session 
From the 
forum to a 
RSS 
Disambiguation 
of terms with 
multiple 
meanings 
Parsing+Tagging+Measuring 
software applications
IPR tracking 
Users 
Time 
Statement of 
the problem 
Consolle 
Solution 
Time scale
IPR tracking 
Relationships among 
contributions
IPR tracking 
Users’ 
statistics 
Relationships 
with previous 
contributions 
Intensity of the 
relationship 
Following 
contributions 
belonging to 
#14
IPR tracking
IPR tracking
Key Issues 
• IPR protected (+collaboration & meritocracy) 
• Collaborative Problem Solving is versatile 
• Group management 
• Stakeholders are people, anyone, anywhere. 
• Users / partners: SMEs, Large Enterprises, 
Istitutions, other Living Labs
Contacts 
R. Apreda 
G. Fantoni 
P. Valleri 
M. Manenti 
A. Bonaccorsi 
University of Pisa 
Via Bonanno Pisano 25b 
56125 Pisa 
email: 
apreda@df.unipi.it 
g.fantoni@ing.unipi.it 
micolmanenti@libero.it 
paolo.valleri@gmail.com 
a.bonaccorsi@gmail.com http://www.leaninglab.org 
R. Apreda 
G. Fantoni 
P. Valleri 
M. Manenti 
A. Bonaccorsi 
University of Pisa 
Via Bonanno Pisano 25b 
56125 Pisa 
email: 
apreda@df.unipi.it 
g.fantoni@ing.unipi.it 
micolmanenti@libero.it 
paolo.valleri@gmail.com 
a.bonaccorsi@gmail.com 
http://www.unipi.it

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Manchester 2009

  • 1. IPR MANAGEMENT IN COLLABORATIVE CROVDSOURCING R. Apreda, G. Fantoni, M. Manenti, P. Valleri A. Bonaccorsi INNO-Grips project Manchester, January 26th and 27th 2009
  • 3. The scenario 3 • Globalization • Innovation • Complexity • Trasversality • Integrated design • ICT Tools University Company Plant1 Plant2 Individual Technology museum Touch and experience! Integrated methodologies Creativity HABITAT Virtual Team Creativity ROOM Knowledge ROOM MIND BUILDING Immersive environment Voice note approach Paradox environment Creative food Intriguing games Train your brain! Creative community is an organism Living LAB Differences and diversity “Brain transfer” Creativity SANDPIT Rapid Prototyping Selective Laser Sintering Shape Deposition Manufacturing Living Labs
  • 4. Company B employees Consulting Public Company Institutions Free Lance 1 Free Lance 2 OBSTACLES: • Legal • Economical • Temporal • Students • Ph.D.s • Researchers • Professos Plant 1 Virtual Team Plant 2 = Human Resource
  • 5. Wait for the UNEXPECTED 15 10 5 Need spotting Solution spotting ! SERENDIPITY ! Mental invention Random events Market research Trend following Goldenberg, J., Lehmann, D. and Mazursky, D., (2001), The Idea Itself and the Circumstances of Its Emergence as Predictors of New Product Success, Management Science 47, n.1: 69-84.
  • 6. Diversity & Breakthrough High Low Adapted from “Lee Fleming, Perfecting Cross-pollination. Harvard Business review September 2004”. High Value of innovation Low BREAKTHROUGH AVERAGE INSIGNIFICANT Alignment of team members’ disciplines
  • 7. Advantages and drawbacks of different approaches to R&D AND innovation Type Advantages Drawbacks Standard approach Internal know how High cost, efficiency Outsourcing Reduction of costs Know how outsourced, dissatisfaction of external workers Crowdsourcing Tremendous cost reduction, pay per solution One win, all the others lose Open Source Collaborative environment Open Innovation Collaborative environment Voluntary contribution not business oriented Collaborative Crowdsourcing Pay per solution, collaborative environment, high effectiveness and efficiency (time and cost reduction) Management of collaboration and contracts, IPR and revenues sharing
  • 8. Legal aspects Type Economical aspects of the IPR Company’s employee (his activity is in design or R&D) Inventive activity is part of the worker’s contractual duties, the company obtain all economical rights on the invention produced (invention of service) Company’s employee (his activity is NOT in design or R&D) The worker is entitled to a fair compensation (according to invention relevance, connection with ordinary duties, firm’s role) if its invention is patented by the company (enterprise invention). Full time researcher 1) The researcher is authorizated to offer his professional services outside the institution. He keeps all moral and economical rights. 2) The problem solving falls within institutional research activities. Institution is entitled to a quota (usually around 30%) of revenues. 3) The study is commissioned and financed by a private enterprise. Economical rights are subject to the contract stipulated. Researcher with temporary job He cannot work as external professional man (at least in Italy) Professional man The professional is entitled to a retribution pro quota from the commissioning subject
  • 9. The Hidden Opportunities Why is Pisa famous all over the world?.... For a mistake! A mistake that has become the town's greatest resource. Anything else unique? A concentration of talented people, a creative potential that the economy of the region is not able to value and it is often wasted in unsatisfactory jobs. Just another mistake or a goldmine to be harnessed?
  • 10. Core Services • PROBLEM SOLVING • PRODUCTS DEVELOPMENT • NEW IDEAS gym equipment, camper, textile, robotics, biomedical, constructions, automotive wiimote tracking, 3d images, non-newtonian fluids, smart materials, piezoelectric actuators OneIdeaxDay IPR tracking, FA techniques to support brainstorming sessions • METHODS & TOOLS PatCruncher.lnk
  • 11. Why IPR is crucial? • Protect people • Increase collaboration and exchange • Protect enterprises • Knowledge management • Patent analysis • Team selection • Development of new creativity methods • ....
  • 12. Collaborative Problem Solving • Individual Talent (often unused) • Great Expertize • Large Numbers • Wide Range of Expertize Leaning Lab • Framework, methods, tools • Tracking of Intellectual Property Rights (trust & fair remuneration) • Reward, motivation, self-entrepreneurship • Multidisciplinarity is winning • Collaboration & Meritocracy strenghten each other
  • 13. How to solve the IPR problem PatCruncher.lnk
  • 14. Post n Author Surrogated Parser Knowledge Base Web engine Text Text Indexer Search Post m Author Surrogated Text RSS from the forum Ranking results
  • 15. A test case ““CClleeaann ddiirrttnneessss”” ??
  • 18. The session From the forum to a RSS Disambiguation of terms with multiple meanings Parsing+Tagging+Measuring software applications
  • 19. IPR tracking Users Time Statement of the problem Consolle Solution Time scale
  • 20. IPR tracking Relationships among contributions
  • 21. IPR tracking Users’ statistics Relationships with previous contributions Intensity of the relationship Following contributions belonging to #14
  • 24. Key Issues • IPR protected (+collaboration & meritocracy) • Collaborative Problem Solving is versatile • Group management • Stakeholders are people, anyone, anywhere. • Users / partners: SMEs, Large Enterprises, Istitutions, other Living Labs
  • 25. Contacts R. Apreda G. Fantoni P. Valleri M. Manenti A. Bonaccorsi University of Pisa Via Bonanno Pisano 25b 56125 Pisa email: apreda@df.unipi.it g.fantoni@ing.unipi.it micolmanenti@libero.it paolo.valleri@gmail.com a.bonaccorsi@gmail.com http://www.leaninglab.org R. Apreda G. Fantoni P. Valleri M. Manenti A. Bonaccorsi University of Pisa Via Bonanno Pisano 25b 56125 Pisa email: apreda@df.unipi.it g.fantoni@ing.unipi.it micolmanenti@libero.it paolo.valleri@gmail.com a.bonaccorsi@gmail.com http://www.unipi.it