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    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Intellectual Property Protection: a Course Introduction</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Dobromira Bankova</string-name>
          <email>dobromirabankova@gmail.com</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Ioannis Patias</string-name>
          <email>patias@fmi.uni-sofia.bg</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>University of Sofia “St. Kliment Ohridski“, Faculty of Mathematics and Informatics</institution>
          ,
          <addr-line>5 James Bourchier blvd., Sofia, 1164</addr-line>
          ,
          <country country="BG">Bulgaria</country>
        </aff>
      </contrib-group>
      <fpage>267</fpage>
      <lpage>275</lpage>
      <abstract>
        <p>People involved in intellectual assets development, need to be familiar with the value they produce, and the legal frame and regulations applicable in the field. No one in the field of software development can protect himself and his products without the respective knowledge. As presupposed, to be known and this makes it pre-required by all and any partners. Thus, it is essential for our students to get familiar with the practical instruments and tools used in the field. This will allow them protect their work. The aim of the paper is to describe the new discipline introduced in our Master's program. In the discipline the national and European legislation are discussed but also the World Intellectual Property Organization legal theory is covered in a practical manner. We use a project-oriented approach, which aims in providing the students with real practical tools and instruments, get familiar and acquire experience on their use, but also build some theoretical background. The result should be applicable in their practice tools and instruments ready to protect their intellectual assets, and work.</p>
      </abstract>
      <kwd-group>
        <kwd>eol&gt;Intellectual property</kwd>
        <kwd>intellectual assets</kwd>
        <kwd>IP protection</kwd>
        <kwd>course introduction</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>
        Industrial development is increasingly driven by cooperation and technology
transfer, including from scientific and research institutions, in order to meet the
need to expand the knowledge base to make use of available opportunities for
innovation and to develop competitive advantages, to maintain long-term growth.
Within the European Union, one of the key priorities for long-term sustainable
development is the technology transfer between universities, industry, and the
corresponding need to identify levers to maximize the impact of this transfer [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ].
      </p>
      <p>On the one hand, this presupposes the implementation of multidisciplinary
research in the areas of interest; on the other hand, it presupposes an advanced
technological culture and intellectual products. This determines the definition of
the application of intellectual property law and in particular the identification of
rights and rights holders, as well as legal restrictions and legal obligations
arising from the integration of modern technologies in various professional fields,
respectively in intelligent development and implementation or transfer of these
technologies, as well as research of their subsequent use. Knowledge of
intellectual property rights, as understood by modern legal science, is one of the factors
that allow subjects to know the value (valuation) of their ideas, seek both
scientific, and market realization for their valorization. At the same time, intellectual
property law in itself seeks to identify new technologies and ensure their fair
regulation, which presupposes working in coordination between technology
experts and lawyers. Legal science itself is increasingly in need of explanation and
definition of technical concepts in order to regulate emerging legal relationships
and provide them with a proper legal regime, and in this connection, the need for
a multidisciplinary approach and knowledge is inevitably identified. Incidentally,
this need has long been known and imposed as a practice in the field of patents,
where it has always worked until now in joint teams of experts with diferent
qualifications and lawyers.</p>
      <p>With these considerations in mind, the discipline created in such way aims to
prepare future students to recognize the applicable legal models that could arise
within their professional qualification. The target is to provide a general under
standing of the legal system of intellectual and industrial property. Respectively
subjective rights and recognized as possible behavior of the holder of subjective
rights, as well as what is the possibility to request certain behavior from another
entity. Based on subjective rights, this would allow knowing and developing
topics related to the provision of legal services and tools, as well as the creation of
policies, regulations and regimes of the information society. This would allow
upgrading in the direction of technology transfer from academic projects to the
market, respectively identification of research results with market potential, for
which there is an opportunity to build a strategy for their protection as industrial
property.</p>
      <p>Achieving its subject, this discipline provides a general overview of the legal
regulation of intangible assets. This legal regulation presupposes the knowledge
of the legal norms that regulate industrial and intellectual property, as well as the
development of rights in the online space in our days. In this sense, the discipline
presents the general classical idea of the author’s rights to various intangible
objects and the relations with and in the society, respectively the relationships that
are created. On the other hand, the discipline takes into account the fact of rapid
technological development, which presupposes the development of legal
regulation in terms of realization of rights in a virtual environment. The model of legal
relations to date is largely technologically determined and accordingly
determines the matrix for the formation of models of legal relations. The existence of
legal relationships that arise only in a virtual environment, related to information
assets and digital content, which are becoming increasingly key in public life, is
recognized. Such a development requires a multidisciplinary approach that
combines the knowledge of classical legal science and the specialists working on the
technical aspects of new technologies.
2.</p>
    </sec>
    <sec id="sec-2">
      <title>Basic definitions and discipline content</title>
      <p>The aim of this course is to develop students’ knowledge of the legal
regulation of emerging relationships in real systems and application design, as well as
their practical knowledge of access to existing databases and resources for
preliminary study of regulated rights.</p>
      <p>The program focuses on theoretical knowledge [2, 3, 4, 5, 6], but also
provides practical tools [7] for the protection of rights to IAs.</p>
    </sec>
    <sec id="sec-3">
      <title>General concept of legal theory and legal regulation</title>
      <p>The development of the course takes into account the fact that usually people
with education in mathematics and computer science have not undergone special
training to enable them to know and deal with legal terminology and protect their
subjective rights, especially in the specialized field of intellectual property. At the
same time, they are the generators of the development of technology in the digital
society and there is a growing need for a legal culture that is related to the
protection and promotion of their intellectual property. This consideration is necessary
because through the training an attempt will be made to build that system of
knowledge, which would eventually be the suficient theoretical preparation for
the practical exercise of the rights arising from the creation of ideas. This would
have an impact at the level of an individual subject, but also at the level of the
academic community, as well as in terms of the training of personnel entering the
world of industry and enterprises.</p>
      <p>This understanding is the basis of the structure of the discipline, where in the
ifrst place will be presented the general concept of legal theory and legal regu
lation in the field of intellectual and industrial property, respectively registered
and unregistered rights. To this end, the concepts related to the understanding
of the origin and functioning of the legal system will be defined, in particular
the systems for regulation of industrial and intellectual property at national [2],
European [3, 4] and international level [5]. The training then develops within the
defined industrial property rights, which are numerus clauses and are known in
all legal systems. These are patents, trademarks, industrial designs,
geographical indications (designation of origin) – presented as regulating intangible assets
that are related to industrial applications. The training also extends to the general
concept of protection of intellectual property and the manner and procedure of
protection provided by legal regulation, without state intervention in the
registration of these rights, specifically with regard to copyright and related rights, with
emphasis on computer programs and databases and expertise. In the following
parts of the training, we focus on the understanding of the legal regulation of
the emerging legal relations, placed in the specific context related to the subject
matter of scientific achievements in the field of mathematics and informatics.
Additional knowledge on legal institutions that are correlated with industrial and
intellectual property rights is considered and provided. In this regard, emphasis
is placed on five diferent aspects of the intellectual property rights, further de
veloping and upgrading knowledge with various relatively recent phenomena of
reality and their legal regulation. Namely: Trade secrets and unfair competition;
Domains and rights for online protection; Licensing and transfer of know-how;
Copyright in the digital environment and data protection, „Smart Contracts“, and
Artificial Intelligence Regulation)</p>
      <p>For each of the so-called registered rights (namely Patents, Trademarks,
Industrial design and geographical indications), the scope of protection and the
manner of its acquisition will be defined, respectively the concepts and rights that
are covered will be defined, as well as the regulation of the acquired subjective
rights – allowed and prohibited behavior, various legally recognized
opportunities and legal obligations. This part aims to understand and distinguish the
different forms of protection of industrially applicable innovations, and a
comprehensive system that is built in connection with the protection of intangible assets,
when their registration is recognized.</p>
    </sec>
    <sec id="sec-4">
      <title>4. Patent and utility model</title>
      <p>In particular, in this part, a definition of patent and utility model, concept of
invention and patentability and scope of legal protection will be provided, the
types of emerging rights and the means of their protection will be examined. The
authorship will be considered in the context of patent law, the ways of obtaining
a patent, the territorial and international protection system, the patent search
system and the collaboration of patent attorneys, the basic principles of validity and
valuation of the patent.</p>
    </sec>
    <sec id="sec-5">
      <title>5. Trademarks and industrial design</title>
      <p>This section will also discuss the concepts of trademarks; how to obtain a
trademark registration, including nationally and internationally, the value of the
trademark and the determination of its market power, the rights and protections
provided by trademarks, search engines of trademarks in order to ensure legality
in their use. In a similar way, following the same schema, the industrial design
and the rights granted by it will be defined.</p>
    </sec>
    <sec id="sec-6">
      <title>6. Ideas and authorship protection</title>
      <p>This section will also look at how law protects ideas and authorship, even
when this is not necessarily related to industrial applicability. The legal concept
of copyright, the way it originates and the establishment / proof is presented. This
raises the question of particular relevance to the way in which the law regulates
and protects the creation of computer programs and databases, respectively the
specifics of this protection at national, European and global level. Based on the
general concept, the specifics of copyright on computer programs and the rights
of producers and users of databases, copyright on the interface and design of
websites, non-property and property rights of authors and the instruments for
their protection.</p>
    </sec>
    <sec id="sec-7">
      <title>Practical aspects of legal relationships</title>
      <p>The general understanding and knowledge of the above legal instruments
allows studying their manifestations when they are placed in a specific context,
taking into account the likelihood of realization within a future engineering
career or in the scientific field of mathematics and informatics. This determines
the way in which the second part is modulated, where learning, real (practical)
problems are solved, and the learning process can be described as
problem-oriented. The conditionally designated “Second” part of the training is structured
within the various legal relationships and areas of manifestation in which the
objects of intellectual / industrial property are manifested. In particular, the right
to confidentiality and trade secrets, respectively the loyalty of competition and its
legal regime, will be considered here. These concepts are considered within the
concept of due loyalty, including at the level of competition law and when there
is a breach of loyalty rules and unauthorized use of data, information, rights or
products. This will describe the legal understanding of trade secrets, confidential
ity, and their protection. Practical aspects of trade secrets and confidentiality will
be considered, such as patenting, or non-patenting of a product, method, etc., and
the concept of the option contract will be presented.</p>
    </sec>
    <sec id="sec-8">
      <title>8. Intellectual property rights on the Internet</title>
      <p>The next (third) module is defined under the general title “Intellectual Prop
erty Rights on the Internet”. The aim here is to present the way the established
system for protection of intellectual and industrial property rights in the online
environment works [6]. This is the place beyond the general understanding of
trademarks and copyrights on the Internet, to develop further the legal regime of
domains, the right to platforms, digital content, the protection of personal data
in the digital environment, and cybercrime. The ICANN / Internet Corporation
for Assigned Names and Numbers regulations for the domain, as well as the
“.eu” domain regulation will be explicitly presented. The new EU regulations
on copyright reform in the information society and the E-Commerce Act will be
presented, including the provision of digital content and digital services and the
sale of goods. The hypotheses of copyright infringement on the Internet, the way
of protection of personal data and cybercrime, their common legal framework
at national and European level will be considered. This will provide knowledge
on the overall framework of rights to provide goods and services on the Internet,
which is inextricably linked to the idea of information society, accessibility and
common regulations.</p>
    </sec>
    <sec id="sec-9">
      <title>9. Licensing and evaluation of rights</title>
      <p>Next, the training will focus on the licensing and evaluation of rights; the
transfer and use of rights; the concept of patent purity and how to enforce it;
the strategies for managing intellectual property rights as a modern way to
protect more and more the wide range of emerging rights in the implementation of
innovations and ideas. An attempt will be made to acquaint students with the
contractual relationships that most often occur in the field of intellectual prop
erty. Also the way they are structured, with the concept of license or transfer of
rights, diferent possible types of transactions and opportunities which provide,
the generation of profits from intangible assets and the manner and strategies for
managing rights, as well as their evaluation.
10. Modern challenges</p>
      <p>The last topic will focus on the legal regulation that exists regarding the
development of technology and the way in which legal science tries to meet the
challenges posed by objective phenomena. Such are new forms of contracts –
technology transfer contracts, regulation on the so-called “Smart” contracts, the
use of Blockchain technologies, the use of cryptocurrencies for payment and the
regulation of artificial intelligence [6].
11. Course materials and structure</p>
      <p>Through lectures, case studies, exercises, test examples and tasks students
will acquire both basic knowledge and understanding of the key concepts, related
to law regulation of public relations in the field of industrial and intellectual prop
erty and the regulation of information assets.</p>
      <p>Within the course project, students will have to demonstrate practical skills
through the realization of a working example of the application of procedures for
search and protection of rights.</p>
      <p>As a result, the students will be familiar with the frame of the created through
their future work rights and will be able to require a fair balancing in the
respective established relations both at individual and collective aspects.
12. Main materials</p>
      <p>The main materials for the course are the materials related to the classical
regulation of intangible rights. Such are the regulations of national [2] and
European legislation [3]. Respectively is legal theory, such as WIPO Intellectual
Property Handbook Policy, Law and Use by World Intellectual Property
Organization [5], The Handbook of European Intellectual Property Management by Adam
Jolly, Jeremy Philpott and others [4]. On the other new regulations in the context
of technology and law, such as The Cambridge Handbook of Smart Contracts,
Blockchain Technology and digital Platforms by Larry A. Di Matteo, Michel
Cannarsa, Cristina Poncibo [6]. In this way, the currently available knowledge on
the regulation of the right to IAs and technological transfer is presented.
13. Course structure</p>
      <p>The main topics the course will cover are structured in 8 units, as the
following table (Table 1) shows.</p>
      <p>Copyright. Rights of database manufacturers. The non-property rights of the authors.
Copyright protection on the interface and design of websites.</p>
      <p>Industrial design rights. Value and strength.</p>
      <p>Trade secrets. Unauthorized use or disclosure Unfair competition. Protection procedure
IP and the Internet. Right to the platforms and the Electronic Commerce Act.
Cybercrime, trade secrets and hacking. Copyright in the digital environment. IP breach on
the Internet.</p>
      <p>IP as a revenue generator. Strategic patent management. The value of the patent as a
judicial asset. Strategy decision-making. Copyright and revenue generation.
Technology and law. Digital goods and services. ”Smart contracts”. Data protection.</p>
      <p>Regulation of artificial intelligence.
14. Conclusions</p>
      <p>The training is constructed by looking for the efect of systematic knowledge,
including taking into account the legal phenomena that are usually not subject to
territorial jurisdiction and are subject to regulation in both national and
international contexts. General knowledge will be gained about the established system
for protection of private subjective rights at the level of national regulation and at
the level of international treaties. We will also look for the efect of applicability
of the result, ie the level of knowledge that would be of interest from the point of
view of future professional realization. The design of the training is adaptive, as
in view of the covered legal institutes and the wide range of legal regulation. As
well as the rapidly developing public relations, it is quite possible and desirable
to focus and focus on a specific aspect of legal regulation, at the same time not
violating the intensity and methodology of the training itself.</p>
      <p>The aim is to obtain more knowledge that is specialized. It can be achieved
by working with the various tools of legal science. It presupposes the
development of specific skills and the recognition of various practical roles in the imple
mentation of public relations. The integration of thinking and learning is
stimulated, and accordingly a result is produced, which enables:
• to use, synthesize and manage diferent types of information for the suc
cessful implementation of services and products of the information society;
• to train students, systematically prepared to work in the field of innova
tion and technological challenges;
• to ensure access to and lawful use of intellectual and industrial property
rights in the implementation of academic research projects, and
• to develop research and development projects at university level that have
their proper implementation, sustainability of the achieved results, and end
products that are protected from the point of view of the existing regulations
and legal mechanisms.</p>
      <p>This paper is prepared with the support of MIRACle: Mechatronics,
Innovation, Robotics, Automation, Clean technologies – Establishment and development
of a Center for Competence in Mechatronics and Clean Technologies – Laboratory
Intelligent Urban Environment, funded by the Operational Program Science and
Education for smart growth 2014-2020, Project BG 05M2OP001-1.002-0011.
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