Understanding e-government technology transfer: evidence from the transfer of a patent management system from EPO to INPI

Drawing upon Brazilian experience, this research explores some of the key issues to be addressed in using e-government technical cooperation designed to enhance service provision of Patent Offices in developing countries. While the development of software applications is often seen merely as a technical engineering exercise, localization and adaptation are context bounded matters that are characterized by many entanglements of human and non-humans. In this work, technical, legal and policy implications of technical cooperation are also discussed in a complex and dynamic implementation environment characterized by the influence of powerful hidden agendas associated with the arena of intellectual property (IP), which are shaped by recent technological, economic and social developments in our current knowledge-based economy. This research employs two different theoretical lenses to examine the same case, which consists of transfer of a Patent Management System (PMS) from the European Patent Office (EPO) to the Brazilian Patent Office that is locally named ‘Instituto Nacional da Propriedade Industrial’ (INPI). Fundamentally, we have opted for a multi-paper thesis comprising an introduction, three scientific articles and a concluding chapter that discusses and compares the insights obtained from each article. The first article is dedicated to present an extensive literature review on e-government and technology transfer. This review allowed the proposition on an integrative meta-model of e-government technology transfer, which is named E-government Transfer Model (ETM). Subsequently, in the second article, we present Actor-Network Theory (ANT) as a framework for understanding the processes of transferring e-government technologies from Patent Offices in developed countries to Patent Offices in developing countries. Overall, ANT is seen as having a potentially wide area of application and being a promising theoretical vehicle in IS research to carry out a social analysis of messy and heterogeneous processes that drive technical change. Drawing particularly on the works of Bruno Latour, Michel Callon and John Law, this work applies this theory to a longitudinal study of the management information systems supporting the Brazilian Patent Office restructuration plan that involved the implementation of a European Patent Management System in Brazil. Based upon the ANT elements, we follow the actors to identify and understand patterns of group formation associated with the technical cooperation between the Brazilian Patent Office (INPI) and the European Patent Office (EPO). Therefore, this research explores the intricate relationships and interactions between human and non-human actors in their attempts to construct various network alliances, thereby demonstrating that technologies embodies compromise. Finally, the third article applies ETM model as a heuristic frame to examine the same case previously studied from an ANT perspective. We have found evidence that ETM has strong heuristic qualities that can guide practitioners who are engaged in the transfer of e-government systems from developed to developing countries. The successful implementation of e-government projects in developing countries is important to stimulate economic growth and, as a result, we need to understand the processes through which such projects are being implemented and succeed. Here, we attempt to improve understanding on the development and stabilization of a complex social-technical system in the arena of intellectual property. Our preliminary findings suggest that e-government technology transfer is an inherently political process and that successful outcomes require continuous incremental actions and improvisations to address the ongoing issues as they emerge.

e-Government architectures, technical and political situation in Latin America

Includes bibliography

Capital flows to Latin America: third quarter 2001

Events in Argentina dominated most of the third quarter of 2001 until September 11, when the terrorist attacks against the United States prompted a sell-off of emerging markets assets, increasing uncertainty and risk aversion against a background of global economic slowdown. Emerging markets' short term prospects to tap international capital markets deteriorated significantly. In the third quarter of 2001, Latin American countries issued US$7.6 billion in bonds, following US$11.2 billion in the second quarter and US$13.2 billion in the first quarter, which had been a jump from only US$2.9 billion in the last quarter of 2000. At first, it seemed that the pace of debt issuance would slow down considerably given Argentina's troubles in July, as Argentina's bond auction at the beginning of the month was poorly received, forcing the government to shorten the maturity of the new debt and to pay rates as high as those during the Russian crisis in 1998. By August, however, emerging markets rebounded strongly on the back of a new US$8 billion IMF assistance package to Argentina, with both Mexico and Brazil successfully launching large issues. International markets displayed considerable flexibility as investors gave Mexico's US$1.5 billion 30- year bond and Brazil's JPY200 billion two-year samurai issue a warm reception. This return to capital markets was interrupted by the events of September 11, which caused debt issuance to fall sharply in September and October. Following the events of September 11, EMBI+ spreads widened above 1,000 basis points for the first time in nearly two years. According to J.P. Morgan there was a 3.7% market decline in September, which brought year-to-date returns for the EMBI+ to only 0.06%. Emerging markets debt, however, fared better than most other fixed income and equity markets in the immediate aftermath of the attacks. U.S. high-yield market suffered its worst month since August 1998, declining by 6.5%, while the S&P 500 and Nasdaq declined by 8.2% and 17%, respectively. Emerging equity markets suffered even greater declines, with losses as severe as 24% in local currency terms and 31% in U.S. dollar terms.

2.2 Lincoln University History Club, 1934-35, Lloyd Gaines is in the back row, third from left

The usually reserved and shy scholar made a name for himself at Lincoln; joining the Alpha Phi Alpha social fraternity and becoming a member of the History Club and the Student Government, where he served as President for his senior class.

Activities of the Cabinet Committee on Opportunities for Spanish-Speaking People. Hearings, Ninety-third Congress, first session.

Mode of access: Internet.

Taft-Hartley act revisions : hearings before the Committee on Labor and Public Welfare, United States Senate, Eighty-third Congress, first session, on proposed revisions of the Labor-management relations act of 1947.

Hearings held March 24-April 30, 1953.

OMB's Office of Information and Regulatory Affairs information management, paperwork, and regulatory review : hearing before the Committee on Governmental Affairs, United States Senate, One Hundred Third Congress, second session, May 19, 1994.

Shipping list no.: 95-0177-P.

International technical conference on experimental safety vehicles. Third. Report.

Transportation Department, Washington, D.C.

Juvenile delinquency (Boston, Mass.) : hearings before the Subcommittee to Investigate Juvenile Delinquency of the Committee on the Judiciary, United States Senate, Eighty-third Congress, second session, pursuant S. Res. 89, invesitagion of juvenile delinquency in the United States, January 28, 29, and 30, 1954.

Robert C. Hendrickson, chairman of subcommittee.

Checklist of public documents containing debates and proceedings of Congress from the First to the Fifty-third Congress,

Mode of access: Internet.

Modern Samoa: its government and changing life,

"First published in 1934. Printed in Great Britain."

St. Lawrence Seaway : hearings before the Committee on Public Works, House of Representatives, Eighty-third Congress, first session on H.J.Res. 104, providing for creation of the St. Lawrence Seaway Development Corporation to construct part of the St. Lawrence seaway in United States territory in the interest of national security; authorizing the Corporation to consumate certain arrangements with the St. Lawrence Seaway Authority of Canada relative to construction and operation of the seaway; empowering the Corporation to finance the United States share of the seaway cost on a self-liquidating basis; and for other purposes.

"No. 83-88".

County government in Illinois.

Cover-title.

Essays on the lives of Cowper, Newton, and Heber : or, an examination of the evidence of the course of nature being interrupted by the divine government.

"Of the following Essays, the First and Second appeared in the Quarterly, and the Third in the London Review. The Fourth and Fifth Essays are published for the first time." -- Advertisement, p. [v].

Report of the delegates of the United States to the Third International Conference of the American States : held at Rio de Janeiro, Brazil, July 21, to August 26, 1906.

Issued also as part of the United States Congress serial set (Senate document no. 365, 59th Congress, 2nd session --- SERIAL 5073).