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As firms turn their innovation activities toward collaborating with external partners, they face additional challenges in managing their knowledge. While different modes of intellectual property right regimes are applied in closed innovation systems, there seems to be tension between the concepts of “open innovation” and “intellectual property rights”. The purpose of this paper is to investigate how firms best manage knowledge via intellectual property rights in open innovation processes.

Following a mixed methods approach, the authors review relevant literature at the intersection of knowledge management, intellectual property rights, strategic management of intellectual property rights and the open innovation process. The authors identify success drivers through the lenses of – but not limited to – intellectual property rights and classify them in five distinct groups. Expending the view on open innovation beyond its modus operandi, the authors develop the Open Innovation Life Cycle, covering three stages and three levels of the open innovation process. The authors apply their findings to a case study in the pharmaceutical industry.

The authors provide four key contributions. First, existing literature yields inconclusive results concerning the enabling or disabling function of intellectual property rights in open innovation processes, but the majority of scholars detect an ambivalent relation. Second, they identify and classify success drivers of successful knowledge management via intellectual property rights in open innovation processes. Third, they advance literature on open innovation beyond its modus operandi to include three stages and three levels. Fourth, they test their findings to a case study and show how management leverages knowledge by properly using intellectual property rights in open innovation.

The findings support firms in managing knowledge via intellectual property rights in open innovation processes. Management should account for the peculiarities of open innovation preparation and open innovation termination to prevent unintentional knowledge drain.

This is one of the first studies to view open innovation as a process beyond its modus operandi by considering the preparations for and termination of open innovation activities. It also addresses the levels involved in managing knowledge via intellectual property rights in open innovation from individual (personal) to project and firm level.

This paper aims to examine the effect of national culture on the capacity of small and medium‐sized biotechnology enterprises to protect their intellectual assets by analysing the mediator role of environmental scanning behaviour. The extent to which environmental scanning behaviour helps firms to protect their intellectual assets is investigated, and the effects of national cultural values on environmental scanning behaviour are analysed.

The hypotheses are tested with survey data from 123 biotechnology SMEs located in 14 countries.

Environmental scanning appears to be an important step in the intellectual property strategy, as it enhances the firm's capacity to protect its intellectual assets. Nevertheless, the results show that firms located in cultures with high uncertainty avoidance, high power distance and low individualism do more scanning, whereas the capacity to protect intellectual assets is perceived as being more important in firms located in cultures with low uncertainty avoidance, low power distance and high individualism.

Certain limitations should be noted. For instance, the research is based on cross‐sectional data, which provide limited insight into the temporal aspects of dynamic environments.

The study has important implications for practitioners. It demonstrates that, in international working relationships, cultural values have a direct effect on environmental scanning behaviour, and hence an indirect effect on intellectual property (IP) protection capability. Given the strategic importance of scanning and IP for innovative firms, the results could help managers to make strategic decisions, specifically in R&D internationalization through decentralization or partnership.

Although few studies have empirically analysed the role of environmental scanning in a particular domain, such as intellectual property strategic management, or adopted a comparative cross‐cultural design to do so, this paper investigates the role of environmental scanning in intellectual property strategy from a cross‐cultural perspective.

Prior research has confirmed the usefulness of both formal and informal protection mechanisms for governing knowledge flows. However, there is lack of research on the motivation and needs driving firms in their choice of mechanisms for each situation. The aim of this paper is to examine the reasons for choosing formal or informal mechanisms.

The hypotheses were tested on a sample of 209 companies engaged in R&D. A Partial Least Squares was used for the analyses.

This study identifies statistically significant relationships between the protection need and the firm's strategy. The results indicate that there is variance in the use of mechanisms when there is a specific motivation for seeking protection, and when the firm faces difficulties related to protection issues.

The data were gathered in a single country. The results may be different if practices in a culture based more on informal relations, with less efficient patent system, were investigated.

The study provides managers with useful information on the informal protection of knowledge and innovations when resources are limited. In particular, it helps them to identify situations in which informal mechanisms are potentially more useful.

This study adds to the literature by studying quantitatively the relationship between the recognised need for protection and the choice of formal and/or informal protection as a strategy. It combines both formal and informal mechanisms. To the best of the authors' knowledge, this is one of the few studies examining HRM-related protection mechanisms.

Studies have indicated that international innovation collaboration has promoted technology transfer and knowledge spillover between countries. The conclusion of various international intellectual property (IP) treaties has played an essential role in optimizing the international innovation and collaboration environment. This study investigates the effect of IP treaties on international innovation collaboration and whether international IP treaties can promote collaboration between a country and other economies in the world.

After collecting and extracting the patent record data from the United States Patent and Trademark Office (USPTO), a final dataset of 3,213,626 cooperative patents and 465,236 pairs of collaborations between two countries or regions is established. Based on the international patent collaboration data of 192 countries during 1976–2017, the changes in patent collaboration indicators after these countries joined 23 IP treaties are analyzed.

International IP treaties have significantly increased the number of patent cooperation countries of a country and its importance in international cooperation networks. The role of IP treaties is more manifested by the increased opportunities for a country's international innovation cooperation than its influence on global innovation; this is of extreme significance for developing countries to introduce advanced technologies.

Ginarte and Park (1997) have confirmed that IP treaties have helped to raise the level of IP protection. In this study, the increase in the degree centrality of the international innovation network is evidence of IP treaties to promote innovation cooperation. For a developing country, joining an intellectual property treaty may strengthen intellectual property protection and optimize its own international innovation cooperation methods.

The purpose of this paper is to explore the relationship between knowledge management and creation of intellectual property within the context of small and medium size manufacturing enterprises.

A hypothesis was formulated and tested using structural equation modelling. Data were collected through an instrument that was developed based on key constructs adapted from the literature and that was first validated using Confirmatory Factor Analysis. A Cronbach’s alpha test was also conducted and the Composite Reliability Index was calculated to ensure reliability of the theoretical model. The instrument was distributed among manufacturing small and medium enterprises (SMEs) in the Aguascalientes region of Mexico, from were 125 valid responses were obtained.

In general, the results indicate that knowledge management has positive effects on the creation of intellectual property in manufacturing SMEs. This suggests that SMEs can create more intellectual property if they dedicate more efforts to the management of knowledge.

The implication of this research and its findings may inform the strategies formulated by policy makers, and the managerial practices that manufacturing SMEs can adopt to protect their knowledge.

Evidence suggests that studies focused on investigating the relationship between knowledge and intellectual property are limited. This paper provides a refined understanding of the relationship between knowledge management and intellectual property creation.

Despite the support of digital technology, there is a high degree of ambiguity and fluidity in the boundaries of digital products. This is because the addition of distributed innovation entities has an impact on the scope and scale of digital product innovation. Building upon the knowledge orchestration perspective, this study aims to construct a theoretical model, comprising distributed innovation, knowledge reorchestration and digital product innovation performance, and discuss the moderating roles of intellectual property protection and knowledge exchange activities.

Using a sample of 362 Chinese science and technology enterprises, the scholarship’s framework and hypotheses were tested using regression and bootstrap analysis.

The results confirm that distributed innovation positively enhances enterprises’ digital product innovation performance; knowledge reorchestration plays a partial mediating role in the linkage amongst distributed innovation and digital product innovation performance; and intellectual property protection and knowledge exchange activities negatively and positively moderate the mediating role of knowledge reorchestration amongst distributed innovation and digital product innovation performance, respectively.

This empirical scholarship explores the effect mechanism of intellectual property protection, knowledge exchange activities and knowledge reorchestration on the linkage amongst distributed innovation and digital product innovation performance. This paper expands the theoretical application of distributed innovation, knowledge orchestration and other related theories in the context of the digital economy and further provides a policymaking reference for the improvement of enterprises’ digital product innovations.

Intellectual property protection mechanisms (IPPMs) include a variety of methods suitable for protecting valuable intangible assets of companies, and it is of great relevance to study how companies use these mechanisms to ensure the appropriability of innovation, in a context in which innovation is increasingly open. Indeed, there is a tension between the aim to share knowledge with external partners and the need to protect valuable know-how. The purpose of this paper is to investigate the relationship among the use of IPPMs, open innovation (OI), and the innovation performance of companies.

The study is based upon a survey conducted on 477 firms from Finland, Italy, Sweden, and UK in 2012.

The study shows that IPPMs have an indirect impact on innovation performance, mediated by the degree of openness. More precisely, IPPMs positively influence the level of openness, which, in turn, positively influences the innovation performance.

The empirical analysis contributes on two issues widely debated in the literature: the impact of IPPMs on innovation performance and the role of IPPMs as enablers or disablers of OI.

The purpose of this paper is to highlight the main Intellectual Property (IP) protection strategies adopted in the R&D phases of a company operating in the bio-pharmaceutical industry, according to an open innovation (OI) approach.

In order to assess how R&D intensive firms adopt IP strategies during OI practices, this research uses a single case-study design. The case has been studied over an extended period of time (from 2008 to 2015), triangulating data and information by means of multiple interviews with different key informants and projects documents. The novelty of the research justifies the use of a single case study.

The study reveals how a mix of formal and informal tools for IP protection are used, with a final attempt to maintain control over different technological solutions during their validation process and profiting from stable R&D collaborations with research partners.

Limitations of the study relate to the single case study methodology as well as to some peculiarities of the analyzed company and of the Bio-Pharmaceutical industry.

Research managers could find some food for thought in the adoption of OI approaches for reducing costs and risks associated with technological uncertainty, with particular attention to the strategic role of IP rights.

Despite knowledge protection being widely recognized to be a critical issue for implementing OI approaches, how IP strategies should be used in the different phases of R&D is still debatable. Moreover, few empirical studies relate to the adoption of optimal combinations of IP tools in relation to the different R&D phases in such technology intensive industries as the bio-pharmaceutical industry.

Human resources in knowledge intensive industries create the basis for continuing innovation and subsequent firm performance. At the same time, they pose risks for the competitiveness of the firm: unwanted leaking of knowledge and intellectual capital to outsiders exposes firm-critical knowledge, and knowledge leaving with a departing key employee may jeopardise the firm’s projects. The purpose of this paper is to examine how human resource management can serve as a protection mechanism to diminish knowledge leaking and leaving via employees.

The authors approach these issues through a case study utilising interview data from 22 interviews within two large research and development intensive firms.

Human resources could be seen both as a strength and weakness of a firm with respect to knowledge protection. The findings indicate that there are numerous practices related to commitment, trust, motivation, and sense of responsibility available to deploy to strengthen loyalty and to improve preservation of intellectual capital.

While human resources management aspects have been widely discussed with regard job profitability and efficiency in generating intellectual capital, their connection to knowledge protection has often been overlooked. This study aims to contribute to this area.

The purpose of this paper is to investigate pertinent knowledge protection literature. At the same time, however, knowledge protection is often a neglected or underdeveloped area. This is all the more concerning as knowledge protection plays an essential part in preserving an organization’s competitive advantage. Despite the recognition of this issue by scholars, the knowledge management literature has so far tended to concentrate on the facilitation of knowledge sharing rather than on knowledge protection.

In this paper, the authors present the results of a structured literature review undertaken to investigate the current state of research on knowledge protection. The paper identifies core domains in knowledge protection literature, discusses theoretical perspectives and research methods, sheds light on the role of the information technology (IT) artefact in knowledge protection research and develops a portfolio of knowledge protection measures.

In this paper, 48 papers were analyzed by taking five analytical dimensions into account: research domains, research methods and models, the role of the IT artefact, theoretical views and measures to enforce knowledge protection. Based on the discussion of the results, promising avenues for further research were identified and a research agenda was proposed. The authors argued for more research on the protection of tacit knowledge, more in-depth empirical investigations, more research on IT support and a stronger consideration of theories in knowledge protection research, as well as research on how organizations could build a strategy of knowledge protection.

Tacit knowledge, as well as informal alliances or (social) networks, is under-researched so far. Knowledge protection phenomena need to be investigated in depth to test the assumptions stated in many conceptual papers. IT artefacts should be developed and evaluated. More theory-based research and overarching frameworks or strategies for knowledge protection need to be developed.

In this paper, a portfolio of knowledge protection measures was developed, which might be of particular interest for practitioners. Further, the paper provides a good overview of the current state of practice regarding knowledge protection.

So far, there is no structured literature available focussing on the topic of knowledge protection.