IP4OS Toolbox: Concepts, Valorisation Pathway, and Resources for IP and OS

About

Europe’s Research & Innovation potential is central to driving societal progress, environmental solutions and economic growth and advancing the green and digital transitions. To realise this potential, stakeholders in research and knowledge transfer must develop robust and effective Research Knowledge Valorisation Strategies that foster the circulation and re-use of research outputs while ensuring appropriate regulation through Intellectual Property rights.

Addressing the European Research Area Policy Agendas (2022–2024 and 2025–2027), the Horizon Europe project IP4OS (2025–2026) provides practical guidance for an effective Valorisation approach that combines agile Intellectual Property management with the sharing of Findable, Accessible, Interoperable, and Re-usable (FAIR) research outputs (data, results, codes, etc.)—a concerted Intellectual Property–Open Science approach.

Throughout the project, innovative guidance has been developed in the form of the IP4OS Toolbox, supporting European multi-professional teams (p. 1-4), researchers, Open Science Ambassadors, Knowledge & Technology Transfer Professionals, Librarians, Research Managers, Data Stewards et al., and institutions in achieving impact and value creation.

This publication is a compilation of

1. Concepts and Terms in the fields of Intellectual Property and Open Science,
2. simple visualisation of a Valorisation Pathway under a common Intellectual Property–Open Science umbrella, and
3. Micro-Level Library offering additional resources and literature to Intellectual Property and Open Science.

Outcome

Research actors dive deeper into the concepts of Intellectual Property and Open Science and understand their mutually supportive interplay for effective Research Knowledge Valorisation.

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Other materials from the IP4OS Toolbox

• IP4OS Toolbox: Knowledge Valorisation Rubric
• IP4OS Toolbox: FAIR-R²L Rubric
• IP4OS Toolbox: Valorisation Consultancy Form
• IP4OS Toolbox: Guide on Multi-professional Teams and Consultations
• IP4OS Toolbox: Pilot Learning Lab