Intellectual property management method and apparatus

• US 7,089,192 B2
• Filed: 12/22/2000
• Issued: 08/08/2006
• Est. Priority Date: 12/22/2000
• Status: Expired due to Fees

• Current Assignee: International Business Machines Corporation
• Original Assignee: International Business Machines Corporation
• Inventors: Marmillion, Patricia McGuinness, Pierson, Bernadette Ann, Bracchitta, John Anthony, Walter, Howard J. Jr., Rickers, Henry Charles
• Primary Examiner(s): Jeanty, Romain
• Application Number:
  US09/748,579
• Publication Number:
  US 20020082890A1
• Time in Patent Office: 2,055 Days
• Field of Search: 705/9, 705/1, 705 7- 8, 707/3
• US Class Current: 705/7.22
• CPC Class Codes: G06Q 10/06312 Adjustment or analysis of established resource schedule, e.g. resource or task levelling, or dynamic rescheduling
• CPC Class Codes: G06Q 50/184 Intellectual property management
• CPC Class Codes: G06Q 99/00 Subject matter not provided for in other groups of this subclass
• CPC Class Codes: Y10S 707/99933 Query processing, i.e. searching

Abstract

An intellectual property management facility for proactively creating, developing and managing an intellectual property portfolio includes: determining available resource capacity for an intellectual property activity in a tracking system; assigning technical attributes to the activity in the tracking system; apportioning resource capacity for the activity by technical attribute based on the value assigned to each of the technical attributes and based on available resource capacity; obtaining actual resource usage by technical attribute from the tracking system; and managing resource allocation for the intellectual property activity by determining the difference between the actual resource usage and the resource allocation by technical attribute.

Claims

1. A method for managing resource allocations within an intellectual property portfolio, said method comprising:

(i) quantifying available resource capacity for an intellectual property activity managed via a computer tracking system;

(ii) assigning technology tags to the activity in the computer tracking system, the technology tags representing different technology areas of interest;

(iii) pre-apportioning as ideals the quantified available resource capacity for the activity to the different technology areas of interest in the computer tracking system based on a value assigned to each technology area of interest;

(iv) periodically inputting actual resource usage by technology area into the computer tracking system; and

(v) employing the computer tracking system in periodically generating a report indicative of the difference between the inputted actual resource usage and the pre-apportioned resource capacity ideals by technology areas of interest for use in managing resource allocation adjustments for the intellectual property activity.

2. The method of claim 1, wherein said employing (v) comprises proactively managing future resource allocation for the intellectual property activity by determining the difference between the inputted actual resource usage and the pre-apportioned resource capacity allocation by technology area of interest.

3. The method of claim 2, further comprising for a given time period, periodically repeating the inputting (iv) and the employing (v) to achieve within the given time period set goals for the intellectual property activity based on assigned technology tags.

4. The method of claim 3, wherein the assigning technology tags comprises assigning technology based descriptors to different technology fields of the intellectual property activity.

5. The method of claim 4, wherein the employing (v) comprises dynamically adjusting, within the given time period, resource allocation to at least one technology field of the intellectual property activity.

6. The method of claim 1, wherein the employing (v) comprises periodically assembling the report including the actual resource usage by technology areas of interest and set goals for the intellectual property activity based on assigned technology tags.

7. The method of claim 6, wherein the periodically assembled report further includes the actual resource usage by technology area of interest for a first time period and the actual resource usage by technology area of interest for a second time period, wherein the second time period is longer than the first time period.

8. The method of claim 7, wherein the employing (v) comprises comparing the actual resource usage by technology areas of interest for the first time period and the actual resource usage by technology areas of interest for the second time period, and based thereon, proactively adjusting resource allocation by technology areas of interest for the intellectual property activity to achieve the set goals.

9. The method of claim 8, wherein the first time period is less than five months and the second time period is at least two times the first time period.

10. The method of claim 8, wherein the first time period is in a range of two to four months and the second time period is at least three times the first time period.

11. The method of claim 1, wherein the intellectual property activity comprises at least one of (1) modulating invention disclosure creation activity, (2) evaluating invention disclosures, (3) searching inventions based on evaluated invention disclosures, (4) filing patent applications based on evaluated invention disclosures, (5) issuing patents, and (6) maintaining issued patents.

12. The method of claim 1, further comprising setting intellectual property activity goals, the setting including at least some of:

(1) understanding current and future opportunity space for a business;

(2) understanding the current intellectual property portfolio;

(3) identifying technology fields requiring intellectual property development;

(4) setting intellectual property development guidelines; and

(5) identifying and communicating specific technology opportunities; and

wherein the employing (v) comprises proactively managing the resource allocation by technology tag to achieve the intellectual property activity goals.

13. The method of claim 1, wherein the intellectual property activity comprises invention development, and wherein the employing (v) comprises proactively managing resource allocation to achieve invention development goals using the actual resource usage and the prior resource allocation by technology areas of interest.

14. A method for managing invention disclosures, comprising:

quantifying a desired number of invention disclosures based on available resources;

pre-apportioning in a computer tracking system the desired number of invention disclosures by a plurality of technology tags, representing different technology areas of interest, based on a value assigned to each of the technology areas of interest;

inputting an actual number of generated invention disclosures by technology area of interest into the computer tracking system, and employing the computer tracking system in periodically generating a report indicative of the difference between the inputted actual number of invention disclosures and the pre-apportioned desired number of invention disclosures by technology area of interest; and

using the periodically generated report to proactively manage at least one of invention disclosure creation and invention disclosure evaluation for patent searching or patent application filing.

15. The method of claim 14, wherein the report includes the actual number of invention disclosures by technology tag for a first time period and the actual number of invention disclosures by technology tag for a second time period, wherein the second time period is longer than the first time period.

16. The method of claim 15, wherein the second time period is inclusive of the first time period.

17. The method of claim 16, wherein the first time period is less than five months and the second time period is at least two times the first time period.

18. The method of claim 14, wherein said proactive managing comprises proactively taking action or adjusting criteria to achieve set goals for a given time period for said at least one of invention disclosure creation, and invention disclosure evaluation for patent searching or patent application filing.

19. The method of claim 18, wherein said technology tags comprise at least one of technology-based descriptors or location-based descriptors, and wherein said method further comprises assigning a technology tag to each actual invention disclosure for use by said computer tracking system.

20. The method of claim 19, wherein said proactive managing comprises adjusting at least one of invention disclosure creation, invention disclosure evaluation for patent searching, and patent application filing responsive to the comparing.

21. The method of claim 14, wherein the periodically assembled report includes the actual number of invention disclosures by technology areas of interest for a first time period and the actual number of invention disclosures by technology areas of interest for a second time period, wherein the second time period is longer than the first time period, and wherein the employing comprises comparing the actual number of invention disclosures by technology area of interest for the first time period and the actual number of invention disclosures by technology area of interest for the second time period, and wherein the proactive managing comprises responsive thereto, adjusting criteria to achieve set goals for at least one of invention disclosure creation, and invention disclosure evaluation for patent searching or patent application filing.

22. The method of claim 21, further comprising identifying the set goals, the identifying including at least some of:

(1) understanding current and future opportunities space for a business;

(2) understanding the current intellectual property portfolio;

(3) identifying technology fields requiring intellectual property development;

(4) setting intellectual property development objectives; and

(5) identifying and communicating specific technology opportunities.

23. Apparatus for managing resource allocations within an intellectual property portfolio, said apparatus comprising:

means for quantifying available resource capacity for an intellectual property activity managed via a computer tracking system;

means for assigning technology tags to the activity in the computer tracking system, the technology tags representing different technology areas of interest;

means for pre-apportioning as ideals the quantified available resource capacity for the activity to the different technology areas of interest in the computer tracking system based on a value assigned to each technology area of interest;

means for periodically inputting actual resource usage by technology area into the computer tracking system; and

means for employing the computer tracking system in periodically generating a report indicative of the difference between the inputted actual resource usage and the pre-apportioned resource capacity ideals by technology areas of interest for managing resource allocation adjustments for the intellectual property activity.

24. The apparatus of claim 23, wherein said means for employing (v) comprises means for proactively managing future resource allocation for the intellectual property activity by determining the difference between the inputted actual resource usage and the pre-apportioned resource capacity allocation by technology area of interest.

25. The apparatus of claim 24, further comprising for a given time period, means for periodically repeating the means for inputting and the means for employing to achieve within the given time period set goals for the intellectual property activity based on assigned technology tags.

26. The apparatus of claim 25, wherein the means for assigning technology tags comprises means for assigning technology based descriptors to different technology fields of the intellectual property activity.

27. The apparatus of claim 26, wherein the means for employing comprises means for dynamically adjusting, within the given time period, resource allocation to at least one technology field of the intellectual property activity.

28. The apparatus of claim 23, wherein the means for employing comprises means for periodically assembling the report including the actual resource usage by technology areas of interest and set goals for the intellectual property activity based on assigned technology tags.

29. The apparatus of claim 28, wherein the periodically assembled report further includes the actual resource usage by technology tag for a first time period and the actual resource usage by technology tag for a second time period, wherein the second time period is longer than the first time period.

30. The apparatus of claim 29, wherein the means for employing comprises means for comparing the actual resource usage by technology tag for the first time period and the actual resource usage by technology tag for the second time period, and based thereon, means for proactively adjusting resource allocation by technology areas of interest for the intellectual property activity to achieve the set goals.

31. The apparatus of claim 23, wherein the intellectual property activity comprises at least one of (1) modulating invention disclosure creation activity, (2) evaluating invention disclosures, (3) searching inventions based on evaluated invention disclosures, (4) filing patent applications based on evaluated invention disclosures, (5) issuing patents, and (6) maintaining issued patents.

32. The apparatus of claim 23, further comprising means for setting intellectual property activity goals, the setting including at least some of:

(1) understanding current and future opportunity space for a business;

(2) understanding the current intellectual property portfolio;

(3) identifying technology fields requiring intellectual property development;

(4) setting intellectual property development objectives; and

(5) identifying and communicating specific technology opportunities; and

wherein the means for employing comprises proactively managing the resource allocation by technology areas of interest to achieve the intellectual property activity goals.

33. The apparatus of claim 23, wherein the intellectual property activity comprises invention development, and wherein the means for employing comprises means for proactively managing resource allocation to achieve invention development goals using the actual resource usage and the prior resource allocation by technology areas of interest.

34. Apparatus for managing invention disclosures, comprising:

means for quantifying a desired number of invention disclosures based on available resources;

means for pre-apportioning in a computer tracking system the desired number of invention disclosures by a plurality of technology tags, representing different technology areas of interest, based on a value assigned to each of the technology areas of interest;

means for inputting an actual number of generated invention disclosures by technology area of interest into the computer tracking system, and means for employing the computer tracking system in periodically generating a report indicative of the difference between the actual number of invention disclosures by technology area of interest and the pre-apportioned desired number of invention disclosures by technology area of interest; and

means for using the periodically generated report to proactively manage at least one of invention disclosure creation, and invention disclosure evaluation for patent searching or patent application filing.

35. At least one program storage device readable by a machine, tangibly embodying at least one program of instructions executable by the machine to perform a method of managing resource allocations within an intellectual property portfolio, said method comprising:

(i) quantifying available resource capacity for an intellectual property activity managed via a computer tracking system;

(ii) assigning technology tags to the activity in the computer tracking system, the technology tags representing different technology areas of interest;

(iii) pre-apportioning as ideals the quantified available resource capacity for the activity to the different technology areas of interest in the computer tracking system based on a value assigned to each technology area of interest;

(iv) periodically inputting actual resource usage by technology area into the computer tracking system; and

(v) employing the computer tracking system in periodically generating a report indicative of the difference between the inputted actual resource usage and the pre-apportioned resource capacity ideals by technology areas of interest for managing resource allocation adjustments for the intellectual property activity.

36. The at least one program storage device of claim 35, wherein said employing (v) comprises proactively managing future resource allocation for the intellectual property activity by determining the difference between the inputted actual resource usage and the pre-apportioned resource capacity allocation by technology area of interest.

37. The at least one program storage device of claim 36, further comprising for a given time period, periodically repeating the inputting (iv) and the employing (v) to achieve within the given time period set goals for the intellectual property activity based on assigned technology tags.

38. The at least one program storage device of claim 37, wherein the assigning technology tags comprises assigning technology based descriptors to different technology fields of the intellectual property activity.

39. The at least one program storage device of claim 38, wherein the employing (v) comprises dynamically adjusting, within the given time period, resource allocation to at least one technology field of the intellectual property activity.

40. The at least one program storage device of claim 35, wherein the employing (v) comprises periodically assembling the report including the actual resource usage by technology areas of interest and set goals for the intellectual property activity based on assigned technology tags.

41. The at least one program storage device of claim 40, wherein the periodically assembled report further includes the actual resource usage by technology area of interest for a first time period and the actual resource usage by technology area of interest for a second time period, wherein the second time period is longer than the first time period.

42. The at least one program storage device of claim 41, wherein the employing (v) comprises comparing the actual resource usage by technology area of interest for the first time period and the actual resource usage by technology area of interest for the second time period, and based thereon, proactively adjusting resource allocation by technology areas of interest for the intellectual property activity to achieve the set goals.

43. The at least one program storage device of claim 35, wherein the intellectual property activity comprises at least one of (1) modulating invention disclosure creation activity, (2) evaluating invention disclosures, (3) searching inventions based on evaluated invention disclosures, (4) filing patent applications based on evaluated invention disclosures, (5) issuing patents, and (6) maintaining issued patents.

44. The at least one program storage device of claim 35, further comprising setting intellectual property activity goals, the setting including at least some of:

(1) understanding current and future opportunity space for a business;

(2) understanding the current intellectual property portfolio;

(3) identifying technology fields requiring intellectual property development;

(4) setting intellectual property development objectives; and

(5) identifying and communicating specific technology opportunities; and

wherein the employing (v) comprises proactively managing the resource allocation by technology areas of interest to achieve the intellectual property activity goals.

45. The at least one program storage device of claim 35, wherein the intellectual property activity comprises invention development, and wherein the employing (v) comprises proactively managing resource allocation to achieve invention development goals using the actual resource usage and the prior resource allocation by technology areas of interest.