IP Inventory Checklist

IP Inventory Checklist

Use this checklist to explore the types of intellectual property you could exploit.

Do not include intangibles that are licensed from or owned by other companies!

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Intellectual Property (IP) inventory checklist

Holding

Yes

No

IP to consider

Actions to consider

Advertising or signage

Trademark
Copyright
Include an indication of copyright and/or trademark rights

Algorithm

Trade secret Require NDAs or do not disclose!

Book, magazine, newsletter or manual

Copyright Include a copyright statement in a prominent location (year of first publication, owner, ©)

Business, product or service name

Trademark Include an indication of trademark rights

Customer list or data

Trade secret
Copyright
Require NDAs or do not disclose!
Include a copyright statement if it is a compilation

Domain name

Trademark Search trademark databases to ensure your domain name is not someone else’s trademark

Logo or symbol

Trademark Include an indication of trademark rights
Mobile app Copyright
Industrial design
Include a copyright statement on your app or download site Industrial design
Maintain confidentiality until filing design registration for your graphical user interface; use NDAs

New or improved machine or device

Patent Maintain confidentiality until a patent application is filed; use NDAs

New or improved process or chemical compound

Patent Maintain confidentiality until a patent application is filed; use NDAs

Packaging

Industrial design
Trademark
Maintain confidentiality until filing design registration; use NDAs
Include an indication of trademark rights

Photographs or illustrations

Copyright
Industrial design
Include a copyright statement in a prominent location (year of first publication, owner, ©)
Maintain confidentiality until filing design registration if applied on a finished article; use NDAs

Secret recipe, process or formula

Trade secret Use NDAs; or if it can be easily reverse-engineered, seek patent protection!

Slogan

Trademark Include an indication of trademark rights

Software

Copyright
Industrial design
Patent
Include a copyright statement in a prominent location (year of first publication, owner, ©)
Maintain confidentiality until filing design registration for your graphical user interface; use NDAs
Ask the Brazilian Intellectual Property Office for information on software-related patents (related concepts)
Establish ownership with suppliers or clients through written agreement

Training materials

Copyright Include a copyright statement in a prominent location (year of first publication, owner, ©)

Shape of a product

Industrial design Maintain confidentiality until filing for design registration; use NDAs

Website

Copyright
Industrial design
Include a copyright statement in a prominent location (year of first publication, owner, ©)
Maintain confidentiality until filing design registration for graphical user interface; use NDAs

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Footnote *

Securing formal protection is necessary to patent an invention and is recommended for trademarks, industrial designs and copyright.

Footnote 1

NDA refers to non-disclosure agreements. Legal services should be sought to draft a proper NDA.

From: Canadian Intellectual Property Office