European IPR Helpdesk

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The European IPR Helpdesk gave a presentation at the FoF-Impact events of 17 February 2016 and 1 December 2016.  You can download the respective presentations via the respective links.

An overview of supporting documents in relation to the Impact Success Factors can be found here below.

Non-disclosure - basics

Fact Sheets:
- Non-disclosure agreement: a business tool:
- How to manage confidential business information:

Case Study:
- Confidentiality considerations during project preparation

Model Agreements:
- One-way NDA Model
- Mutual NDA Model
- Model NDA (UK Intellectual Property Office)
- Lambert Toolkit – Model Consortium Agreements (by the Lambert Working Group)
- MCARD-2020 Model Consortium Agreement (by Digital Europe)

- IP in EU funded projects / Horizon 2020

Through non-disclosure, consortium members are obliged to keep sensitive information confidential and ensure any disclosure of such information is done in confidence and with prior permission.


Mission and legitimate interests of partners

Fact Sheets:
- IP Management in Horizon 2020: Proposal Stage
- IP Management in Horizon 2020: Grant Preparation Stage
- IP Management in Horizon 2020: Project Implementation and Conclusion
- IP Joint Ownership
- How to deal with IP related clauses within Consortium Agreements

Case Study:
- The importance of an IP management structure in a research Project

- IP in EU funded projects / Horizon 2020

The IP rules take into account the mission and legitimate interests of both public research institutes and participating industrial partners.


Analysis of intellectual asset portfolios

Fact Sheets:
- IP due diligence: assessing value and risks of intangibles
- Cost-Effective IP Tools
- Intellectual Property Valuation

Case Studies:
- IP strategy and management in an SME
- A double-line IP strategy for start-ups


An analysis of intellectual asset portfolios is performed, and programs for their monitoring and enforcement are developed and implemented. Capture and manage critical IP portfolio using ICT-tools for IP-intelligence in order to sustain vaule of IP and protect existing IP investments.


Considering IP protection mechanisms

Fact Sheets:
- Design Searching
- Publishing versus patenting
- How to search for trade marks
- How to manage confidential business information
- How to search for patent information
- Intellectual Property considerations for business websites
- IPR management in software development

Case Studies:
- Protecting project results
- Projects acronyms and trade marks: preventing risks
- Copyright management and Creative Commons in FP7
- Taking steps to the protection of databases
- Low cost branding protection with IP services support

- IP basics

IP protection should be considered, for instance but not necessarily via patents or other IP protection mechanisms (such as encryption,…).


Professional assistance is engaged

European IPR Helpdesk Ambassadors in your country or in the country you wish to have protection.

Innovaccess portal to have contact information about national IP offices.

Once the decision has been made to proceed with IP protection, an IP lawyer or attorney is professionally engaged to assist with the formal protection and advisory work.


Review opportunities for investing in acquisition or creation of different forms of IP

Fact Sheets:
- IP assets for financial advantages
- IP joint ownership
- Technology licensing-in
- Inventorship, authorship and ownership

Case Study:
- Allocation of shares of jointly developed results

Project partners review opportunities for investing in acquisition or creation of different forms of IP during the project.


Clear agreements with suppliers and manufacturers

Fact Sheets:
- Commercialising Intellectual Property: Assignment Agreements
- Commercialising Intellectual Property: Licence Agreements
- Commercialising Intellectual Property: Franchising
- Commercialising Intellectual Property: Spin-offs
- Commercialising Intellectual Property: Joint Ventures
- Commercialising Intellectual Property: Knowledge transfer Tools
- Commercialising Intellectual Property: Internal product development

Model Agreements:
- Available in the European IPR Helpdesk website

Clear agreements are made with suppliers and manufacturers (e.g., restricting the agreement to a certain technology field; restricting the agreement to a certain application or market field; restricting the agreement in time).


Additional aspects and info:

Taking measures for successful exploitation of project results and enforcement of IP rights:

Fact Sheets:
- The Plan for the Exploitation and Dissemination of Results in Horizon 2020
- Open Access to scientific publications and research data in Horizon 2020: FAQs
- Defending and enforcing IP
- Intellectual property relevance in internationalisation
- How to reap the benefit of standardisation in R&D
- Commercialising Intellectual Property: Assignment Agreements



  • The full list of success Factors can be viewed here.



  • The following case illustrates the relevance of the Impact success factors.


    If you wish to suggest other project cases for publication, please This email address is being protected from spambots. You need JavaScript enabled to view it..



    The European IPR Helpdesk gave a presentation at the FoF-Impact events of 17 February 2016 and 1 December 2016.  You can download the respective presentations via the respective links.

    An overview of supporting documents in relation to the Impact Success Factors can be found here.

    The European IPR Helpdesk believes that knowing how to manage Intellectual Property (IP) and Intellectual Property Rights (IPR) is the ticket to innovation and competitiveness in Europe. The European IPR Helpdesk offers free of charge, first-line support on IP and IPR matters to beneficiaries of EU funded research projects and EU SMEs involved in transnational partnership agreements, especially within the Enterprise Europe Network (EEN).

    CEN-CENELEC gave a presentation at the FoF-Impact of 1 December 2016.  You can download the presentation here.

    By setting common standards that are applied across the whole of the European single market, CEN and CENELEC ensure the protection of consumers, facilitate cross-border trade, ensure the interoperability of products, encourage innovation and technological development, include environmental protection and enable businesses to grow. Products and services that meet these European Standards (ENs) can be offered and sold in all of the participating countries.
    CEN and CENELEC bring together the national standards agencies of 34 countries. Our network involves business federations, commercial and consumer organizations, environmental groups and other societal stakeholders. More than 60,000 technical experts from industry, research, academia and other backgrounds are directly involved in our work.

    Together, CEN and CENELEC provide a platform for the development of European Standards and other technical specifications across a wide range of sectors. We work closely with the European Commission to ensure that standards correspond with any relevant EU legislation.

    CEN and CENELEC also cooperate with respectively the International Organization for Standardization (ISO) and the International Electrotechnical Commission (IEC) to reach agreements on common standards that can be applied throughout the whole world, thereby facilitating international trade.


    EFFRA Logo


    In order to promote project results, EFFRA deploys the Innovation Portal.  Furthermore, EFFRA organises and co-organises events and workshops, where project results are presented. 

    A directory including more service providers is being developed.  If you wish to be included in this directory, please This email address is being protected from spambots. You need JavaScript enabled to view it..


  • From the start of the Factories of the Future PPP (FoF PPP) under the call 2010, EFFRA deployed the ‘EFFRA Innovation Portal’ in cooperation with the European Commission. The initial value of the Innovation Portal was to have one entry point with the essential information about all the FoF projects, including the organisations that where participating, the related call topics, start date, end date, funding etc.

    Example: screenshot from the DYNXPERTS project main page.

    In 2014, a new feature was launched within the EFFRA Innovation Portal, enabling the project consortia to upload information about the specific project results and demonstrators that their project generated.   This is a very important step toward a structured and systematic monitoring of the outcome of the FoF PPP.  The feature was presented to the FoF project coordinators at the FoF Impact Workshop in March 2014. However, the actual collection of project results and demonstrators increased substantially towards the FoF Impact Workshop of April 2015.     There, additional characteristics in related to the project outcome were reported and discussed, such as spin-offs, patents, standardisation (an overview of the collected data was extracted from the Innovation Portal is included in annex).

    A new version of the Innovation Portal will be deployed in the first half of 2017.   More about the EFFRA Innovation Portal

  • You can download here a guide with respect to the set-up of workshops in view of addressing the impact success factors.

  • The basic version of this Impact toolkit was established through the FoF-Impact coordination action, a two-year European project coordinated by EFFRA (Grant agreement number 637212) during 2015 and 2016.

    The project consortium consisted of the following organisations:

    EFFRA | Agoria | CRIT | LMS | Mondragon | Swerea IVF | Tecnalia | TWI | VDMA


    In addition to FoF-Impact, four other projects under the same FoF-07-2014 call topic have been working to support the enhancement of the impact of the ‘Factories of the Future’ partnership. These projects are:


    These projects were funded by the European Union through the 'Factories of the Future' Public-Private Partnership under Horizon 2020.