Volume 2

Volume Two: Managing a Technology Transfer Office offers more than 20 chapters that explore topics such as the various TTO models, finding and keeping staff, managing equity, data and records management, and agreement monitoring.

Not an AUTM member? Join AUTM and access the TTP Manual as a member benefit. Learn more about the benefits of AUTM membership here. To simply purchase the TTP Manual without joining AUTM, visit the AUTM Store.

Managing a Technology Transfer Office

A Philosophy of Licensing and Technology Transfer for Academic and Nonprofit Research Institutions 
Mark Crowell
Excerpt

Technology Transfer Office Models: An Introduction
Catherine Innes
Excerpt

Technology Transfer Office as a Business Unit
Christopher C. Capelli, MD
Excerpt

Managing Technology Transfer at a Large State Institution: The University of California at Los Angeles
Andrew Neighbour, PhD
Excerpt

Managing a Medium-Sized Technology Transfer Office
Bruce Wheaton, PhD
Excerpt

Avant-Garde Technology Transfer at a Midsize, Private University
Michael Batalia, PhD
Excerpt

The University of Virginia Patent Foundation: A Midsized Technology Transfer Foundation Focused on Faculty Service, Operated Using a Deal-Based Business Model
Robert S. MacWright, PhD, Esq.
Excerpt

The Technology Transfer Unit for the University of Washington: An Internal Technology Transfer Office at a Public Research University
James A. Severson, PhD
Excerpt

Managing Equity Obtained via Technology Licenses
Gregory W. Hauth
Excerpt

Strategies for Managing Internal and External Constituencies
Patricia Weeks
Excerpt

The Art and Science of Negotiation
Jill Sorensen, Terence McElwee, Robert MacWright and Pamela Cox
Excerpt

Finding, Keeping and Nurturing Staff

Recruiting and Retention Strategies for Technology Managers
Leah Nelson Guay, MBA
Excerpt

Administration of Large and Small Technology Transfer Offices
Robin Rasor and Page Heller
Excerpt

Professional Development and Advancement for Licensing Staff
Nita Lovejoy
Excerpt

Data and Records Management and Records Retention

Data Management
Connie Cleary and Mike Bohlmann
Excerpt

Beyond Negotiations: Agreement Monitoring
Mary M. Kleis
Excerpt

Avoiding the Avalanche: Records Management Techniques for Improving Workflow in Technology Transfer Offices
David R. Sadowski
Excerpt

Monitoring License Agreement Financial Compliance and Auditing
Debora R. Stewart, CPA, and Judy A. Byrd
Excerpt

Working with Patent Counsel and Managing the Patenting Process
Stephen P. Auvil, MBA, and Wendy C. Martin, MBA
Excerpt

Electronic Management and Tracking
Sandeep J. Agarwal
Excerpt

Record Retention for University Technology Transfer Offices
Richard A. Brandon, JD, and Robert M. Gerstein, JD
Excerpt

Pertinent Policies

Institutional Technology Transfer Policies

  • Comprehensive Intellectual Property
  • Conflict of Interest Within Institutions (Faculty Consulting, Conflict of Commitment)
  • Copyright and Software
  • Equity
  • Faculty (Visiting Scientist and Sabbaticals, Entrepreneurial Leave, and Faculty Evaluation)
  • Material Transfer Agreements, Tangible Research, and Research Tools
  • Patent, Outside Counsel, Conflict of Interest with Counsel, Ownership Back to Inventors, and Royalty Sharing
  • Record Retention and Management
  • Sponsored Research
  • Startups
  • Trademark

Excerpt

Managing Student Intellectual Property Issues at Institutions of Higher Education: An AUTM Primer 
Abigail Barrow, PhD La Royce Batchelor Alex Breger, JD Nathalie Duval-Couetil, PhD, MBA Latanya Scott Jeffrey Skinner, PhD, MBA, RTTP Phyl Speser, JD, PhD, RTTP and Phil Weilerstein
Excerpt