Intellectual Property Flashcards

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1
Q

Exclusive source of Canadian Copyright law?

A

Copyright Act, since Jan 1924

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2
Q

Theberge

A

Case about painting
and the relationship between the copyright owner and the owner of a lawful copy of the work in a corporeal substrate who utilizes the work on a different substrate.

majority said no reproduction occurred. went for the incentive theory . Reproduction requires an additional copy be made.
Interference that does not cause reproduction can be remedial only as a moral right infringement, characterized separately from copyright and has limitations such as need for prejudice to the honour and reputation of the author.
Test of reproduction is NARROWER than that of the US and Europe.
Concept of reproduction does not give copyright owner the right to control the usage of the substrate containing the work
Need to balance between copyright owners and users of the corporeal containing the work.

The minorities definition of reproduction would not achieve the balance as the copyright owner would have control over the physical substrate, would lessen certainty, would blur distinction between moral and economic rights

minority did not ascribe to the incentive and balance theory, but they did acknowledge a theory of reward for creation from a more natural right. Reproduction will occur if the work is subsequently fixed elsewhere in any subsequent material form. No requirement of additional copy, just a “new materialization”
Reproduction interpreted broadly - includes new technology for reproduction and the expression “ in any material form whatever” encompasses new media

In CCH, the minority from theberge’s idea for a more natural right was rejected unanimously by SCC

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3
Q

CCH

A

Copyright law in canada is exhaustive in the copyright act as to both owner and user interests
Act must be interpreted in entire context….
Public interests to be served by the incentive theory is the encouragement and dissemination of works of arts and intellect and obtaining a nust reward for the creator → SCC is now unanimous in its adoption of this theory consistent with that of the US
The balance btwn copyright owner and user was drawn more explicitly. Fair dealing “defense” was re-characterized as a “user right” and an “integral oart of the copyright act and the balancing process”

In CCH the concern was the relationship between copyright owner and the use of the incorporeal work itself in a context of clear infringement by reproduction. Question was whether copyright extended to subject matter and whether the dfd activities fell within the fair dealing provisions.

Class notes:
Can change as long as no additional copy is made
Sometimes holder of artwork is restricted in what they can do by statute. 1988 it was inserted in the act that you cant display art unless permission is given from the copyright holder.

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4
Q

1769 case of miller and taylor

A

Adopts principle from US constitution that copyright is utilitarian in terms of its legal theory. Objective is promotion of dissemination of works of public interest, giving credit to author. This is visible especially in fair dealing provisions of copyright where you can deal with work for purpose of public interest (research, education, criticism etc)

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5
Q

History of Copyright law Canada

A

Reflects common law tradition (mostly english but also reflects other commonwealth)

Based on 1911 english enactment

US authorities have been considered but a different structure and statutory formulation has led to caution in accepting their pursuasiveness in canada, as seen in theberge and CCH, yet in both the court indicated that harmonization with principles of copyright in other jurisdictions would occur so long as the development would fit within traditional canadian copyright framework

Theberge majority finding could NOT bring harmonizing measure within terms of the act or framework. Le droit d’auteur and US derivative work categorizations were denied

CCH favoured a formulation substantially consistent with US and Europe, which did not require straining the interpretation of the act, over a commonly held understanding of the concept of originality.

It is this type of context where future harmonization will likely be seen.

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6
Q

Traditional Knowledge

A

includes knowledge and expressions of culture.

Traditional refers to phenomena whose creation and use are part of the cultural tradtions of communities and for which the communities may have prescribed protocols for use, protection and preservation. (doesnt mean only old stuff - dynamic)

WIPO reprot defined it as being inclusive of: folklore, TK, innovatioms, practivces, music, songs, dance, graphics, designs, crafts, textiles, paintings and signs and symbols linked with a community.
Not simply a collection of intangible items or features simpliciter, rather it is the integration of these features into a cultural system.

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7
Q

Remedial Options for TK protection

A

doing nothing and relying on existing law, amending IP rights and related areas to facilitate inclusion of TK, enacting sui generis protection directed specifically at TK in a manner similar to other specific areas of IP rights, inclduing integrated circuit topographies and plant breeders rights and entering into agreements between gov and traditional communities ultimately resulting in legislating the terms of the agreements.

Christie argues that non ab authorities should not attempt to provide for the protection of ab TK as (1) aboriginal communities can do it themselves and (2) outside measures would simply protect a western/european perception of TK

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8
Q

Perceived limitations of Intellectual Property Law in protection of TK

A

Individual Ownership

Limitation Period Protection (IP has limited periods of time)

Underlying Theory (commercially based rather than social contract theory - only wkrs on some aspects of TK)

Inventiveness/Originality - Qualitative components required for IP rights, patents must be “novel”, trademarks “distinct” , copyright requires intellectual effort to meet the skill and judgement required. This can prove difficult with TK. ex Public knowledge cant qualify for patents.

Fixation or recording - most ab stuff is oral

Application or Registration - requires application be made to a sovereign state to gain recognition of the state by grant in order to secure IPR validity. (patents and trademarks)

Traditional Law, Practice, or Custom - little or no scope for it in the framework of IPrights. Source of conflict as many systems of self governance exist in traditional communities. Concerns about cultural impact of granting exclusive rights to traditional entitlements and responsibilities in circumstances in hwich the IP rights are not properly understood by traditional communities.

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9
Q

Other Obstacles to Overcome in Achieving Protection

A

1) Need for global framework - to facilitate international enforcement
2) Global diversity of both TK and traditional communities - frustrates attempts at the specificity needed for enforceable legal responses. Nature and scope of TK also frustrates comprehensiveness in formulating remedial provisions at the state and international levels
3) The absence of unified political will - further influenced by the absence of a detailed idea of the content of and adequate infrastructure for the subject area. Naturally, such uncertainties lead to lack of consensus.
4) Reconciling commerce and trade with human rights - IP rights and TK are components of both. The linkage between commercial and trade contexts and human rights have their own conceptions, theories, and values.

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10
Q

Ex. of protecting specific forms of cultural heritage through agreement

A

Clause 17, S5 of the agreement btwn canada and the nisgaa nation provides that the final agreement is binding and can be relied on by all persons, clause 35 states from time to time they will use reasonable efforts to facilitate access to artifacts that are held in public or private collections. These items are tangible and include intangible cultural asepcts. IP law is left unchanged in its application to nisgaa.

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11
Q

WIPO report lists as objectives for adequate protection of TK

A

conservation, preventing unauthorized exploitation, encouraging innovation and creativity, preventing misappropriation, distortation, encouraging innovation and creativity, preventing misappropriation, distortion, or other prejudicial actions, and the protection of dignity and moral rights of traditional innovators and creators.
Preventing exploitation and encouraging innovation are econ related and consistent with IP theories.
Others are more related to human rights, public interest

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12
Q

Why Protect TK?

A

(1) Need to protect aligns with with reconciliation. Specifically from reconciliation procedures in relation to land.
(2) Provides an effective foundation for national recognition but falls short of providing sufficient infrastructure for extending internationally. Particularly with respect to communications of intangible interests

(3) Justice and fairness of bringing TK within the global IP regime - recognize a market value and exclusivity of enjoyment in TK favouring ab communities.
Prevention of 3rd party acquisition of IP rights over TK (without contract)

(4) The integration of knowledge systems - value for whole society as encourages innovation, creativity, research and dev.
(5) A perception of need for non-economic/ Moral rights protection - Ab seek protection against distortion, mutilation or modification of TK in ways that cause prejudice to the TK holders. Similar to moral rights protection in copyright law, but moral rights engender a large range of acceptance and rejection. WTO excludes moral rights in their agreement on trade related aspects of intellectual property rights. World Intellectual Property Association is more likely to include moral rights equivalents drawing upon authors rights rather than copyright. Whatever international mechanism is used, it must be adopted by individual states.

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13
Q

Amending Existing IP Rights to protect TK

A

Advantage is existing infrastructure nationally and internationally via IP rights treaties.
Disadvantages are the limitations
National statutes have not been specifically amended for TK interests but case law has been interpreted as to favour indigenous claims to IP rights protection.

Combos of common law and equitable concepts such as fiduciary obligations have been relatively successful as indirect recognition of ab rights in australia.
Limitiations of the developments in australia include the fact that there was a current copyrighted work held by a current artist. Copyright protection was therefore available. Not always the case with older work for which IP rights have expired. For this only sui generis protection can help (this is ongoing in new zealand).

No specific culturally focused amendments were made in canada IP legislation yet. But 1999 Working Paper from Dept of Indian and Northern Development indicates Copyright and Trademark is being used in creative ways to apply to ab interests. Less use of patents and industrial designs, some use of trade secrets.

Christie suggests defensive measures to prevent appropriation of TK by third parties. But problem is that without non ab protection, enforcement is hard.
These defensive measures need to consider whether a sufficient linkage is made to identifiable cultural feature of a community or if the expression is in the general public domain

Amendments that modify the copyright requirement of fixation (recording, writing etc) by allowing oral traditions would be helpful to indigenous communities. Developments have been made in Australia Recognizing communal ownership and a role for law and customs of the particular community.

Patent changes could include clarification of relationship between TK and prior art for patentability (but normally TK is too general as it is currently defined - but some instances of narrow and specific TK may constitute prior art)

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14
Q

Bulun Bulun case

A

Third parties recipient of protected confidential info can be readily enjoined so long as the info is still relatively secret
Ab artist who created the painting was bound not to exploit it accordance with custmary law of the people. Artist had fiduciary obligation requiring him to take steps to remedy infringement by a third party. Court rejected native title, community title, equitable title or express trust in favour of community.
Fiduciary obligtion is limited to an in personam context (right to recover from the fiduciary without any claim to the property itself). BUT the court did note that the occaision might exist for equity to impose a remedial constructive trust upon the copyright owner to strenghten the standing of the beneficiaries to bring proceedings to enforce the copuright. (ex if owner cant be found and beneficiaries are unable to join the legal owner of the copyright). Therefore a significant recognition of a community interest in an IP right

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15
Q

Milpurrurru v Infofurn Pty Ltd

A

court held communal ownership cant be recognized in favour of traditional owners whose claim to ownership was derived from aboriginal law. Did allow damages from personal suffering to take account of cultural features.

Noted that although onlu the right of the individual copyright owners could be regonized, there may be scope for the distributions of the proceeds to be made to traditional owners who have legitimate entitlements according to ab law to share compensation paid by someone who has without permission reproduced artwork by ab artist. In this ab law, artists are responsible for all infringements by third parties.

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16
Q

A Sui Generis Option

A

Best opportunity to obtain legal formulation that is comprehensive in scope, yet tailored to the specific context of TK. Also most controversial, doesnt provide national profile and infrastructure.
WIPO reprot from 2003 “Comparative summary of sui generis legislation for the protection of traditional cultural expressions” provides a recent survey of examples of and possibilities for this approach.

Suggests 2 broad categories: (1) items (tangible or intangible) for which the objective is Conservation, and (2) Items that involve research, development and perhaps market usage.

17
Q

Sui Generis - Objective of Conservation

A

remove it from the marke and market based econ incentive theories. Such TK items will be original and of secular or spiritual significance.
IP rights are predicated on market incentives and competition theories. No significance in a conservation context.
Situation is better for sui generis formulation

Copyright is most appropriate to draw upon in context of intangible TK. Econ rights of copyright preculde others. Moral rights protecting distortion, manipulation, modification and usage in promo of service, cause or institution. Moral rights can be waived but not assigned inter vivos. They may be subject to testamentary disposistion (will) or by statutory devolution upon an intestacy (death without a will). Analogize to TK → grant of rights could be made in perpetuity to a traditional community.
In france, right of an author to retract or correct a work could allow community to require explanation or correction of a seriously inaccurate publication.

Sui generis initiative would need to provide a register of relevant TK in order to facilitate identification.

18
Q

Sui Generis Objective of Research, Development and Market Usage

A

Categorization as conservation shouldnt prevent from licensing third party use. However, sui generis protection of TK may be less justifiable for products predominantly marketplace or commercial commodities.
Modification for communal ownership and oral traditions may be all that is contemplated for these types.
Particular attention to biological TK - crucial to health of all. Patent law is restrictive of TK as prior art and priducts may receive patents without regard to traditional community interests. Market value of TK may exist only while it is kept exclusive by secrecy. Sui generis recognition of value and contribution of a traditional community to subsequent pharmaceutical commodification ought to be contemplated if the TK can be effectively identified.

19
Q

Enforcement

A

Need international treaties, a way to get items back from 3rd parties. Could use a treaty/convention or private international law.

Other problem includes cost of research and identification of materials, access to info, lack of proper storage or preservation facilities. Indigenous ppl face lack of consistency of institutional reparaton policies and need to familiarize themselves with different sets of law
Conflict of Laws. An attempt to enforce extraterritorially a canadian judgement recognizing foreign held TK might be seen as attempt to extend canadian public policy extratorially ( as suggested in AG of NZ v Ortiz)
ex. Peer International Corporation v Termidor Music Publishers Ltd Court declined to recognize cuban legislation passed with intention of recovering cuban control over copyright created by cuban nationals and to prevent exploitation by foreign nationals. Purported exercise of cuban sovereignty over property in england.

Is TK legislation too political/policy focused for foreign recognition? In Ortiz, ya they were too political or policy focused, but now days TK rights receive more recognition. So now “other public law” is the head as the ground for denial of recognition of TK. But environmental context has been successfully asserted despite “other public law”.
As TK becomes more recognized and accepted, so will the prospects increase of it being accepted in recognition and enforcement proceedings.

Historically non monetary judicial orders by foreign court were unenvorceable out of juristiction of origin. This is a significant limitation because TK seeks return of an item or desisting use of intangible matters.
However, trend in canada de-emphasizes distinction btwn monetary and not.
Beals v Saldanha (2003 SCC) extended internationally to recognize and enforce in personam monetary judgements. In 2004 OCA rejected extending this to foreign non monetary judgements. But court does say should extend beyond monetary and include equitable orders (injunctions).
In may 2006 OCA recognized and enforced a non monetary judgement.
Heading this way has issues of sovereignty and territoriality. But good for protecting TK

20
Q

Summary of Protecting TK Principles

A

(1) Protecting TK should be attained in the foreseeable future.
Likely initially via legislation amending scope of existing IP rights, providing defensive protections of TK or limited positive protection by providing certain rights of use and control to TK holders

(2) Protection may be sought to conserve the item or to provide incentive for innovation in an economic market
(3) Conservation is more readily amenable to Sui Generis PRotection (avoids elements of IP rights that dont accommodate the unique nature of TK) but products of TK can also be used in market economy on behalf of a traditional community (here Sui Generis is less justifiable because IP rights already provide balance of protection between holder and user with a key element being limited term of protection)
(4) traditional means phenomena whose creation and use are part of the cultural traditions of communities and for whic hthe communities may have prescribed protocols for use protection and preservation. Significant linkage with community. Should exclude items no longer having linkage but instead are generic to wider community
(5) National enforcement can be achieved via legislation but international enforcement requires conventions or treaties.
(6) Recent developments in Canadian Private International Law (conflict of laws) may facilitate extra-territorial protection through a broader recognition of enforcement of foreign judgements by foreign jurisdictions. (ex beals 2003 for in personam monetary judgement, 2006 case enforcing non-monetary judgement)

21
Q

Patent

A

Product/Process
Entirely Novel
Disclose all so that someone can replicate it, in return you get a monopoly for 20 years.
Must be useful. Cant be obvious.

Cultural context problem: element of inventiveness rather than pure discovery.

22
Q

Trade Secret

A

Must be truly secret (quality of confidence). Do not disclose anything (opposite to patent) and you can have a monopoly in that as long as it remains a secret. Once secret is out, then it is gone.

Can stop ppl with injunctions but only a few, then secret is considered out.
Our law is focused on a relationship recognized by equity and perhaps by tort that you have imparted this information to somebody in circumstances that a reasonable person would contemplate the disclosure to the secret and the the person violates the confidence and damage occurs to the person
(US has broader focus of property and tort covers wrongful taking - whereas here theft of confidential info is not illegal - reform recommendations to move toward US focus but so far courts havent)

Trade secret in commonwealth countries is focused on broad concept of confidential information (covers military secrets, intelligence secrets, pillow talk between spouses, commercial focus on secrets relating to commercial activities).

Subject matter may not be sufficiently precise to give rise to a trade secret. Courts sometimes resort to unfair competition type of remedy where they will call it a trade secret but will not treat it as a significant advantage and damages can be paid during the time that they would have acquired an advantage

23
Q

Trademark

A

Indicates source of product. Prevents misrepresentation and confusion to origin. Must be distinctive (not merely descriptive).

General matters

(1) Misrepresentation, confusion → customers confused about origin
(2) Distinctive (secondary meaning) / descriptive / generic
(3) If no confusion, is it dilution?
(4) Misappropriation?

Things that start distinctive can become descriptive.

Registered trademark is under 91(2) fed power. Get exclusivity of use so along as distinctive marker of origin

Unregistered is a tort of passing off under prov. Covers goodwill, misrep and confusion, damage.

In the middle is s7 of trademark with a statute version of passing off tort.

No idea if s7 of trademark act is validly federal. Registration system is valid. Validity of the tort is good because national reaching order can be sought. ex lego case

24
Q

Copyright

A

Literary, artistic, musical works
There is scope to include cultural stuff

Protects expression but not the idea. Lasts for lifetime of author, entire year of death, and 50 yrs. Long period of protection

Economic rights: Reproduction, Performance, Publication, Enumerated rights (various), and authorization.

Neighboring Rights : Performers/performance (s15, 26), Sound recordings (s18), Broadcasters communication signal (s21)

Issues re: cultural: MUST BE FIXED IN HARD FORM (hard for oral). Artist msut be original artist (cant be handed down - that is a defense against copyright infringement…. can always amend for cultural context). Not a community owned legal commodity. Indigenous socieities communally own their cultural property… so there is another dysfunctional element with copyright law

Strong thing going for copyright: if you create something in any treaty country it is protected in every treaty country upon creation.

25
Q

Moral Rights: Author Rights
(Copyright)

Useful in crafting sui generis laws. S14.1, 14.2, 28.1, 28.2

A

Author rights:
Right to be associated with the work by name or synonym
Right to Remain Anonymous
Right of Integrity
Distortion, mutilation or other modification (so long as that distortion is to the prejudice of the honour and reputation of the author)
ex. Eaton center in toronto has canada geese on the class ceiling, and one christmas they put red ribbons on the canada geese and michael snow said it ruined his artwork, and he won (eaton was ordered to remove the ribbon).
Fairly subjective as to whether there is prejudice.
Prevention of use with product, service, cause or institution
Prejudice to the honour and reputation of author

No moral rights, other than (since 2012) a “performers performance”
Moral rights are significant
Can be exercised ONLY by the AUTHOR, not by the owner (unless owner is the author).

26
Q

S5 of niska nation treaty

A

Certain ab groups such as the niskaa have entered into treaties with government. The treaty process opens a wider front than the judicial process. S5 of niska nation treaty “reasonable efforts to facilitate the niskaa nations access to artifacts and human remains of ancestry held in other public and private collections”.

27
Q

Community based vs international

A

community based is hard with internet - international reach requires larger method of protection, But communities can provide more detail. ID cultural items, decide who should exercise a cultural practice, its scope, who is authority figure, how to deal with items of culture across boundaries, etc all best dealt with at level of communities.

Need an approach looking down internationally and looking up from communities.

Diverse indigenous groups makes it hard to have national.

Idea of who keeps money: not an issue where indigenous ppl are majority. When they are minority, not realistic to give money to state (untrusting).

28
Q

Why use expression traditional knowledge?

A

Cultural property too broad, can include land. International community doesnt want to deal with land issues. Folklore too narrow. Danger the word traditional will be seen as static. Expressions of culture - issue is whether protection would be limited to expressions (similar to copyright).

29
Q

what approach does howell recommend for protecting TK?

A

African approach is sensible, pragmatic, likely to get things done faster. A sui generis law that can deal with the following specific items : biological (similar but not quite patent), draw on aspects of copyright including moral rights (distortion,mutilation,modification), in relation to language - accurate. An approach largely at the community level

Can amend IP law to some extent- ie fixation with regards to oral history. Can help bridge until sui generis laws are developed. Can be a sword or a shield.

Other aspects of common law - bulen bulen case which overcame fact that copyright cannot be communally owned. OR the millpurruru case relating to imported carpets where damages were used to deal with community aspect (wasnt communal ownership but community interest was factored into calculation of damages).

While developing this at a community level you must be developing this at a national and international level at the same time. Consider the consequence of technology. You need broad definitions internationally, then nationally narrower, then communities most detailed.

There is an area for tangible property that could be developed. Export control act. Certain items can be registered and customs officers are alerted to importing/exporting them. The problem is that leaving canada there is no customs, only on way in. So there is some limitation.