Knowledge Transfer via a Concerted IP–OS Approach: Live Session Slides (IP4OS Profession Deepening Module for Knowledge and Technology Transfer Professionals)

Slides of the live session “Knowledge Transfer via a Concerted IP–OS Approach”, delivered online on 10 November 2026 as part of the IP4OS Community of Practice series “From Team Experience to Profession Deepening”. The session is the Profession Deepening Module for Knowledge and Technology Transfer (KTT) professionals and is aimed at colleagues in KTT/TTO, research support, IP, Open Science and knowledge valorisation. The session explores how Intellectual Property management and Open Science can work as complementary tools within a knowledge valorisation strategy. It builds on the IP4OS expert insights video featuring Art Bos, Ute Schelhaas and Eugene Sweeney, and on the accompanying exercise sheet. Using one consistent case, a research team with promising software and an associated methodology that wants to publish a paper, release code and share results with potential partners shortly before manuscript submission, the slides guide participants through: Questions before advice (Exercise 1): the questions a KTT professional should ask before advising on protection, publication and reuse, covering outputs, pathway to value, contributors and agreements, third-party and open-source components, prior disclosure, partners, availability and colleagues to involve. Applying the Knowledge Valorisation Rubric (Exercise 5): reflection on the case through the Rubric’s three dimensions: Role Focus, Level of Reuse and Time. Cross-role collaboration (Exercise 3): identifying which professional roles should be involved and when, and building a shared consultation checklist. Institutional policy and advocacy prompts (Exercises 2 and 4): transfer prompts for taking the discussion back to one’s own institution. The slides also point to the other Profession Deepening Modules (for data stewards, librarians and research managers) and to the IP4OS Zenodo community. They are designed for facilitated use; the accompanying speaker notes contain the session script, chat prompts and timing. The content does not constitute legal advice. Questions on timing, protection and ownership depend on the facts of a case, applicable law, agreements and institutional policies, and should be assessed with the relevant institutional experts.