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Overview

The PII (Propiedad Industrial e Intelectual) module manages the lifecycle of intellectual property generated from research activities. It handles invention disclosure, protection requests, patent procedures, and economic rights distribution.

Invenciones

Track research inventions and innovations

Protección

Manage protection requests and patents

Repartos

Calculate and distribute royalties

Key Features

Invention Management (Invenciones)

  • Invention Disclosure: Record research innovations and discoveries
  • Multi-language Support: Define titles and descriptions in multiple languages
  • Inventor Tracking: Manage inventor teams and their contributions
  • Project Linkage: Connect inventions to research projects (proyectoRef)
  • Classification: Categorize by application sectors and knowledge areas
  • Documentation: Attach technical documentation and prior art searches
  • Patentability Assessment: Request and track patentability reports

Protection Workflow (Solicitudes de Protección)

  1. Researcher submits invention disclosure
  2. Technology transfer office reviews submission
  3. Assess commercial potential
  4. Request patentability report if needed
  5. Decide on protection strategy

Economic Management

  • Income Tracking (InvencionIngreso): Record royalties and licensing fees
  • Expense Tracking (InvencionGasto): Track patent costs and attorney fees
  • Distribution Calculations (Reparto): Calculate inventor and institution shares
  • Distribution Models (TramoReparto): Define revenue sharing tiers
  • Inventor Compensation (RepartoEquipoInventor): Distribute payments to inventors

Main Entities

Invencion (Invention)

Located at: sgi-pii-service/src/main/java/org/crue/hercules/sgi/pii/model/Invencion.java
Key attributes:
  • titulo: Invention title (multi-language)
  • fechaComunicacion: Date of disclosure
  • descripcion: Technical description (multi-language)
  • comentarios: Internal comments (multi-language)
  • proyectoRef: Reference to source research project
  • tipoProteccion: Type of protection (patent, trademark, etc.)
  • activo: Active status
Related entities:
  • InvencionInventor: Inventor team members with contribution percentages
  • InvencionSectorAplicacion: Application sectors
  • InvencionAreaConocimiento: Knowledge areas
  • InvencionPalabraClave: Keywords
  • SolicitudProteccion: Protection requests
  • InvencionDocumento: Supporting documents
  • InvencionIngreso: Income records
  • InvencionGasto: Expense records
  • PeriodoTitularidad: Ownership periods

SolicitudProteccion (Protection Request)

Key attributes:
  • invencion: Associated invention
  • titulo: Request title (multi-language)
  • fechaPrioridadSolicitud: Priority date
  • tipoProteccion: Protection type
  • viaProteccion: Protection route (national, PCT, European, etc.)
  • numeroSolicitud: Application number
  • numeroPublicacion: Publication number
  • numeroConcesion: Grant number
  • fechaFinPriorPresFasNacRec: Deadline for national phase entry
  • comentarios: Comments (multi-language)
Related entities:
  • PaisValidado: Countries where protection is validated
  • Procedimiento: Associated procedures
  • InformePatentabilidad: Patentability reports

Procedimiento (Procedure)

Tracks legal procedures and actions:
  • solicitudProteccion: Associated protection request
  • fecha: Procedure date
  • tipoProcedimiento: Procedure type (filing, examination, grant, etc.)
  • accionATomar: Action to take (multi-language)
  • fechaLimiteAccion: Action deadline
  • generarAviso: Generate reminder flag
  • comentarios: Comments (multi-language)
Related entities:
  • ProcedimientoDocumento: Procedure documents

InformePatentabilidad (Patentability Report)

Patentability assessment:
  • invencion: Invention being assessed
  • fechaInforme: Report date
  • nombreRef: Assessor reference
  • resultadoInformePatentabilidad: Assessment result
  • entidadCreadora: Organization that created report
  • contactoEntidadCreadora: Contact information
  • comentarios: Comments (multi-language)

Reparto (Distribution)

Economic rights distribution:
  • invencion: Associated invention
  • fecha: Distribution date
  • importeUniversidad: University share
  • importeEquipoInventor: Inventors’ total share
  • Distribution model and state
Related entities:
  • RepartoEquipoInventor: Individual inventor shares
  • RepartoGasto: Deducted expenses
  • RepartoIngreso: Distributed income
  • TramoReparto: Distribution tier configuration

PeriodoTitularidad (Ownership Period)

Tracks ownership over time:
  • invencion: Associated invention
  • fechaInicio, fechaFin: Period dates
Related entities:
  • PeriodoTitularidadTitular: Ownership shares by entity/person

User Workflows

Disclosing an Invention

  1. Navigate to inventions module
  2. Create new invention record
  3. Enter title and description (multi-language)
  4. Link to research project if applicable
  5. Add inventor team with contribution percentages
  6. Define application sectors and knowledge areas
  7. Attach technical documentation
  8. Submit for technology transfer review

Processing a Protection Request

  1. Review invention disclosure
  2. Request patentability report if needed
  3. Evaluate commercial potential
  4. Decide on protection strategy
  5. Create protection request (SolicitudProteccion)
  6. Select protection type and route
  7. Define geographical scope (countries)
  8. File application and record application number
  9. Track procedure milestones:
    • Filing receipt
    • Publication
    • Examination
    • Grant
    • Validation in specific countries
  10. Manage deadlines and renewals

Managing Economic Rights

  1. Record invention-related income (licenses, royalties)
  2. Track expenses (filing fees, attorney costs, annuities)
  3. Calculate net income
  4. Create distribution record (Reparto)
  5. Apply distribution model (tiered percentages)
  6. Calculate inventor shares
  7. Generate payment orders
  8. Process inventor compensation
  9. Update distribution history

Tracking Ownership Changes

  1. Create new ownership period (PeriodoTitularidad)
  2. Define period dates
  3. Add titulars with ownership percentages
  4. Handle transfers or assignments
  5. Update licensing rights
  6. Maintain ownership history

Protection Types and Routes

Protection Types (TipoProteccion)

  • Patents (utility patents)
  • Utility models
  • Trademarks
  • Industrial designs
  • Plant varieties
  • Software copyright

Protection Routes (ViaProteccion)

  • National: Direct filing in specific country
  • PCT: Patent Cooperation Treaty international application
  • European: European Patent Office route
  • Community: EU-wide protection (trademarks, designs)

Integration Points

The PII module integrates with:
  • CSP Module: Link inventions to research projects
  • PRC Module: Include patents in research output metrics
  • SGE (Economic): Financial tracking for IP-related income and expenses
  • REP Module: Generate IP portfolio reports and statistics
  • COM Module: Deadline reminders and procedure notifications

Patentability Reports

Manage external assessment:
  • Request reports from technology centers
  • Track report status
  • Record assessment results:
    • Patentable
    • Not patentable
    • Patentable with modifications
    • Further research needed
  • Use results to guide protection decisions

Document Management

Key document types:
  • Technical disclosures
  • Prior art searches
  • Patent applications
  • Office actions and responses
  • Grant certificates
  • License agreements
  • Assignment documents

API Endpoints

REST API structure:
  • /invenciones: Invention management
  • /solicitudes-proteccion: Protection requests
  • /procedimientos: Legal procedures
  • /informes-patentabilidad: Patentability reports
  • /repartos: Economic distributions
  • /periodos-titularidad: Ownership tracking
  • /tipos-proteccion: Protection type master data
  • /vias-proteccion: Protection route configuration

Database Schema

Database migrations:
sgi-pii-service/src/main/resources/db/changelog/
Core tables:
  • invencion - Inventions
  • solicitud_proteccion - Protection requests
  • procedimiento - Legal procedures
  • reparto - Economic distributions
  • periodo_titularidad - Ownership periods
  • Supporting tables for types, relationships, and multi-language content

Frontend Components

Web interface:
sgi-webapp/src/app/module/pii/
Key features:
  • Invention disclosure forms
  • Protection request management
  • Procedure tracking dashboard
  • Economic distribution calculator
  • Patent portfolio viewer
  • Deadline calendar
  • Report generation tools

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