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Page 1: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

An Introduction to WIPO and the work of the Small and Medium-sized

Enterprises (SMEs) Division

Donna Ghelfi

Program Officer, SMEs Division

Page 2: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

Intellectual Property Rights:An Exchange

Protection of the economic and moral rights of innovators and creators

Public access to the fruits of innovation and creativity

Page 3: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

Intellectual Property Tools

Time LimitedTerritorialExclusive

Industrial Property

- patents- trademarks- industrial designs- geographical indications

Copyright & Related Rights

- literary, artistic, musical works

- actors, music distributors, etc.

Trade secrets

Page 4: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

Milestones : 1883 to 2004

Paris Convention

1883

1886

18911893

1925

1960

1967

1970

1970

1989

2002

Berne Convention

Madrid Agreement

BIRPI

Hague Agreement

BIRPI moves to Geneva

WIPO Convention

WIPO established

PCT

Madrid Protocol

Internet Treaties

Page 5: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

Basic Facts about WIPOWIPO’s Mission:To promote the protection of IP rights worldwide and extend the benefits of the international IP system to all member States

• Status: An int’l intergovernmental organization• Member States: 182 • Staff: 940 from 94 countries (1300)• Treaties Administered: 23• Decisions by: GA, CC, WIPO Conference

• Guiding Principles: Transparency, Accountability, Consensus.• www.wipo.int

Page 6: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

Strategic Goals

Promotion of an IP culture

– to increase understanding of IP

– to encourage use of IP system

– to enhance respect for IP rights

Enhanced Access to IP System

– delivery of practical solutions that empower all stakeholders to develop, protect, enforce, manage and commercially exploit IPRs for development

IP

Page 7: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

WIPO’s Activities

Norm-Setting

Services to Industry

Economic Development

Page 8: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

AIM:

Progressive development of international IP law for an IP system that is:

– balanced and responsive to emerging needs

– effective in encouraging innovation and creativity

– sufficiently flexible to accommodate national policy objectives

Norm Setting

Page 9: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

Economic Development

To maximize strategic use of IP for development by:- updating IP legislation- upgrading IP infrastructure- demystifying IP- promoting understanding of policy options offered by IPS

Approach:

- tailored to specific national needs (NFAPs, etc. that are coordinated through regional offices).

Page 10: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

• Distance Learning Program

• Professional Training

• Policy Dvpt., Teaching & Research

• Approach: Training trainers

» Partnerships with Academic Institutions/IGOs/NGOs - synergies for dvpt.

» Joint programs/publications, promo. materials

Training

Page 11: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

Economic DevelopmentInnovators, Creators & SMEs

Aim:To improve IP awareness to enable formulation & implementation of:

– policies;

– programs;

– strategies

… in order to enhance strategic use of IP assets by innovators, creators, entrepreneurs and SMEs, e.g. through licensing agreements, attracting finance, etc.

Page 12: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

ServicesEnhancement of global protection systems to further simplify and reduce costs of obtaining protection in multiple countries for:

- Patents (PCT):

- PCT Reform

- E-filing

- Trademarks (Madrid System)

- Industrial Designs (Hague System)

- Appellations of Origin (Lisbon System)

- Micro-Organisms (Budapest)

Page 13: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

ServicesAlternative dispute resolution (ADR) offered by WIPO Arbitration & Mediation Center -- Tailor-made Dispute Resolution procedures, e.g.:

- UDRP criteria:- identical/confusingly similar- legitimate interest- bad faith

- cost-effective and expeditious procedure : see http://arbiter.wipo.int

- WIPO Trademark Database Portal http://ecommerce.wipo.int/databases/trademark/

Page 14: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

The SMEs Division

• In September 2000, the WIPO Assemblies approved the creation of “a substantial new program of activities, focusing on the IP-related needs of SMEs worldwide”

• SMEs Division established in October 2000

• Nine professionals and three administrative staff in the SMEs Division of WIPO

Page 15: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

Strategy

• 1. Demystification

• 2. New audience

• 3. New Areas

• 4. Proactive

• 5. E-Services

• 6. Partnership

Page 16: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

(1) Demystification

• Studies

• Guides

• Events and expert missions

• Website and newsletter

• CD-ROM

• Magazine articles

Page 17: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

(1) Demystification (Studies)

• National Studies (on IP and SMEs) completed or under way in Argentina, Bhutan, Mongolia, Nepal, Philippines, Sri Lanka, Tanzania, Sierra Leone, Romania, Chile, Colombia, Costa Rica, El Salvador, Honduras and Paraguay, Egypt, Morocco, Lebanon

• WIPO Survey of IP Services to Tenants of European Technology Incubators

• Norwegian SMEs and the IPR system

Page 18: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

(1) Demystification (Guides)

• WIPO/ITC Guide on Marketing of Crafts and Visual Arts; Role of Intellectual Property; A practical guide

• WIPO/ITC Guide on Secrets of Intellectual Property: Guide for Small and Medium Sized Exporters

• WIPO/ITC Guide on Exchanging Value: Negotiating Technology Licensing Agreements - A Training Manual

• ITC Guide on Exporting Automotive Components

• ITC Guide on Exporting Pharmaceuticals (Forthcoming)

Page 20: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

(1) Demystification (Guides)

Published• Making a Mark

(Trademarks)

• Looking Good (Designs)

• Inventing the Future (Patents)

Page 21: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

(1) Demystification (Guides)• Translation and/or customization: Under

way, with funding from several sources, in the following countries: Algeria, Argentina, Australia, Canada, Czech Republic, Egypt, Estonia, Hungary, Italy, India, Israel, Kenya, Lebanon, Malaysia, Malta, Mongolia, Morocco, New Zealand, Philippines, Poland, Slovakia, Spain, Tanzania, Tunisia, Vietnam

• 16 Countries members of the OAPI

Page 22: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

(1) Demystification (Events)

• Special programs, seminar and workshops organized by the SMEs Division in Geneva in partnership with selected associations and organizations (IASP, INSME, IPI, MOST, WASME)

• Annual WIPO Forum on IP and SMEs for IP Offices of OECD Countries

Page 23: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

(1) Demystification (Events)• WIPO-Italy Forum on Textile

and Clothing Industries of the Mediterranean Basin Countries (Prato, Italy - December 2003)

• Participants from Algeria, Cyprus, Egypt, Jordan, Israel, Lebanon, Malta, Morocco, Palestine, Syria, Tunisia, Turkey

Page 24: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

(1) Demystification (Website)

• The Website of the SMEs Division is in six UN languages (English, French, Spanish, Arabic, Russian and Chinese)

• More than 60,000 pages viewed every month in 2004

• Contents include sections such as IP for Business, IP and E-Commerce, Activities, Best Practices, Case Studies and Documents

Page 25: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

(1) Demystification (Website)

Page 26: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

(1) Demystification (Newsletter)

• Monthly e-newsletter in the 6 UN languages (Free)

• Content includes articles, updates with information, links and documents

• Launched in August 2001

• Total number of subscribers: >19,000

Page 27: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

(1) Demystification (CD-ROM)

• 50,000 copies of the SMEs Division CD-ROM distributed to SME support institutions, IP Offices and others worldwide

• Marketing and customization

• E-learning CD ROM (in partnership with KIPO: “IP Panorama”)

• SAARC CD-ROM (in preparation)

Page 28: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

(1) Demystification (Articles)• Some articles recently published:

– What to do if you are accused of copyright infringement

– Tapping into Patent Information: a buried treasure– International trade in technology – licensing of

know-how and trade secrets

– Intellectual Property and E-commerce: how to take care of your business’ website

– Offshore outsourcing and IP– Savvy marketing: merchandising of IP rights

Page 29: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

(2) New Audience

• Bringing IP issues to SME events• Bringing new business perspective to IP

events• New partnership: Open door policy• IGOs, government focal points, SME support,

training and financial institutions, chambers of commerce and industry, SME associations, SME research institutions, private sector institutions, universities, etc...

Page 30: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

(3) New Areas• Creative Industries

• IP for financing (venture capital, securitization)

• Accounting and valuation of IP assets

• IP Asset Management, IP Due Diligence and IP Audit

• Fiscal policies and IP (tax incentives for R&D activities, patenting, licensing etc.)

• IP services to SMEs by incubators, technology parks, chambers of commerce and SME associations

• IP needs of SMEs in agriculture, biotechnology, handicrafts, software, textiles, etc

Page 31: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

(4) Being Proactive

• Original Content

• Links

• Best Practices

• Case Studies

Page 32: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

(5) E-Services

• Web site content

• SME mail

• E-mail newsletter

• Distance learning (proposed)

• Discussion forum (proposed)

Page 33: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

(6) Partnership• National and Regional IP Offices

• National SME focal points in government, private sector

• Chambers of Commerce and Industry

• SME Associations; Cooperatives

• Incubators, Science Parks, Technology Parks

• Universities; R & D Institutes

• Private Sector Consultants

• SME Finance Institutions (including venture capitalists)

• Other UN Agencies (ITC, ILO, UNIDO, AfDB)

Page 34: The Small and Medium-Sized Enterprises (SMEs) Division of WIPO An Introduction to WIPO and the work of the Small and Medium-sized Enterprises (SMEs) Division

The Small and Medium-Sized Enterprises (SMEs) Division of WIPO

Thank You

Donna Ghelfi

[email protected]

www.wipo.int/sme/en/index.html

www.wipo.org