TechDirt.com, here.
Thursday, October 17, 2013
Wednesday, October 16, 2013
Hotfile on the Internet- What You Don’t Know Can Hurt Your DMCA Safe Harbor
Aaronsanderslaw.com, here.
Tuesday, October 15, 2013
Patent Challenges for Standard-Setting in the Global Economy: Lessons from Information and Communication Technology
National Academy of Sciences, here (pdf file).
To Infinity And Beyond: Business Model Adaptation In The Video Game Industry
Project-disco.org, here.
Plattformmärkte und vertikale Beschränkungen – insbesondere: Meistbegünstigungsklauseln
D. Zimmer, Präsentation hier.
Do Recruiters "Like" It? Privacy and Online Social Network Profile in Hiring: A Randomized Experiment
M. Manant, S. Pajak, N. Soulié, here.
Monday, October 14, 2013
Sunday, October 13, 2013
Saturday, October 12, 2013
A very bad week for tobacco industry opposition to standard packaging
Tobaccounpacked.wordpress.com, here.
Friday, October 11, 2013
Thursday, October 10, 2013
Wednesday, October 09, 2013
Tuesday, October 08, 2013
Procompetitive regulation of personal data protection in the EU
S. Vezzoso (this blog's author), Presentation here.
Monday, October 07, 2013
Saturday, October 05, 2013
Erst jetzt erfahren...Mein TedTalk über UsedSoft in der FAZ
Frankfurter Allgemeine Zeitung, 01.07.2013, Nr. 149, S. 22
Für ein Stück vom Software-Kuchen
Usedsoft AG kämpft immer noch gegen Widerstände
magr. FRANKFURT, 30. Juni. Vor zwei Monaten erfuhr der Gebrauchtsoftwarehändler Usedsoft einen Ritterschlag, wie ihn nur das Internet bietet. Im Rahmen der legendären amerikanischen Technikgesprächsreihe "Ted" stellte die italienische Juristin Simonetta Vezzoso die Geschichte von Usedsoft und dessen Gründer Peter Schneider vor - "einen meiner persönlichen Helden", wie Vezzoso bei der Veranstaltung Ende April im norditalienischen Trient sagte. Die Italienerin lehrt an der dortigen Universität Wettbewerbsrecht und präsentierte den Usedsoft-Gründer als einen David, der erfolgreich gegen die Goliaths der globalen Software-Branche gekämpft habe. Der Höhepunkt dieser Auseinandersetzungen liegt inzwischen ein Jahr zurück. Am 3. Juli vergangenen Jahres entschied der Europäische Gerichtshof in einem wegweisenden Verfahren zwischen dem Software-Hersteller Oracle und Schneiders Usedsoft, dass es grundsätzlich erlaubt sei, mit gebrauchter Software zu handeln - und zwar unabhängig davon, ob diese Software auf einem Datenträger, etwa einer CD, gespeichert ist, oder sie der Erstkäufer über das Internet auf seinem Rechner installiert hat. In beiden Fällen erschöpfe sich das sogenannte Verbreitungsrecht des Software-Herstellers - und das macht Computerprogramme eben handelbar. Für Peter Schneider ist dieser Handel ein Jahr nach dem Urteil nach eigenen Angaben wieder ein einträgliches Geschäft. Wie viel er genau damit verdient, nicht mehr verwendete Lizenzen für Office-Pakete oder Betriebssysteme des Software-Hauses Microsoft von Unternehmen aufzukaufen und an andere weiterzuverkaufen, behält Schneider lieber für sich. "Seit Juli vergangenen Jahres hat sich unser Umsatz mehr als verdoppelt, und wir erwirtschaften solide Gewinne", sagt Schneider nur. Auch die Zahl der Käufer wachse wieder. "Vor dem Urteil haben wir drei neue Kunden in der Woche gewonnen, seitdem sind es drei am Tag. Und inzwischen sind wir nahe dran, in Europa 5000 Kunden zu haben." Es kehre Normalität in den Markt ein, "mit Betonung auf einkehren", wie Schneider es ausdrückt. "Wenn der Markt zehn Jahren lang verunsichert war durch lächerliche Gerüchte und Behauptungen, dann kann man sich auch vorstellen, dass das nicht in einem Jahr zu ändern ist." Seit November versucht auch Hans-Olaf Henkel, diese Änderung voranzutreiben. Der ehemalige Vorsitzende des Bundesverbandes der Deutschen Industrie ist zusammen mit dem früheren Siemens-Chef Heinrich von Pierer einer von zwei Verwaltungsräten der in der Schweiz sitzenden Usedsoft AG. Henkel und Pierer überwachen ähnlich einem deutschen Aufsichtsrat das Unternehmen. Nach Henkels Worten versuchen die etablierten Spieler auf dem Software-Markt weiter Usedsoft Barrieren in den Weg zu legen. "Mir sind ein paar Dinge zu Ohren gekommen, die zum Teil groteske Formen annehmen", sagt Henkel. "Es hat zum Beispiel Korrespondenzen zwischen Microsoft und Kunden von Usedsoft gegeben, in denen Microsoft die Briefe von der Abteilung für Software-Piraterie hat unterschreiben lassen. Das ist ein übler Trick, um Kunden vorzugaukeln, dass es sich bei den Lizenzen von Usedsoft um Piraterieprodukte handelt." Ein Microsoft-Sprecher teilt auf Anfrage mit, dass Usedsoft seinen Kunden regelmäßig verschweige, aus welchen Lizenzverträgen die gebraucht gekauften Lizenzen stammen und wer der ursprüngliche Lizenznehmer sei. "Ohne diese Information kann ein Usedsoft-Kunde keinen lückenlosen Lizenznachweis führen. Die Interessen von Microsoft vertritt in solchen Fällen die Anti-Piraterie-Abteilung." Es sei generell frustrierend zu sehen, mit welchen Mitteln Software-Hersteller versuchen, das Geschäft zu behindern, sagt dagegen Usedsoft-Verwaltunsrat Henkel. Doch sei auch zu spüren, dass der Widerstand kleiner werde. Sein Geschäftsführer Schneider glaubt indes nicht, dass Unternehmen wie Microsoft oder auch der Kreativprogrammentwickler Adobe mit Abomodellen für Software dem Handel die Geschäftsgrundlage nehmen könnten. Außerdem machen die neuen Cloud-Geschäftsmodelle "nicht die Milliarden Lizenzen obsolet, die ohnehin schon im Markt vorhanden sind", sagt Schneider. Und mit diesen Lizenzen will er weiter Geld verdienen. Auf seine Adelung als Goliath kann er nach eigenen Angaben übrigens verzichten. "Ich will hier nicht als Robin Hood für Arme berühmt werden und mich auch nicht am Goliath abarbeiten", sagt Schneider. "Ich will einfach nur vom großen Kuchen des Software-Marktes ein Stück abhaben."
Für ein Stück vom Software-Kuchen
Usedsoft AG kämpft immer noch gegen Widerstände
magr. FRANKFURT, 30. Juni. Vor zwei Monaten erfuhr der Gebrauchtsoftwarehändler Usedsoft einen Ritterschlag, wie ihn nur das Internet bietet. Im Rahmen der legendären amerikanischen Technikgesprächsreihe "Ted" stellte die italienische Juristin Simonetta Vezzoso die Geschichte von Usedsoft und dessen Gründer Peter Schneider vor - "einen meiner persönlichen Helden", wie Vezzoso bei der Veranstaltung Ende April im norditalienischen Trient sagte. Die Italienerin lehrt an der dortigen Universität Wettbewerbsrecht und präsentierte den Usedsoft-Gründer als einen David, der erfolgreich gegen die Goliaths der globalen Software-Branche gekämpft habe. Der Höhepunkt dieser Auseinandersetzungen liegt inzwischen ein Jahr zurück. Am 3. Juli vergangenen Jahres entschied der Europäische Gerichtshof in einem wegweisenden Verfahren zwischen dem Software-Hersteller Oracle und Schneiders Usedsoft, dass es grundsätzlich erlaubt sei, mit gebrauchter Software zu handeln - und zwar unabhängig davon, ob diese Software auf einem Datenträger, etwa einer CD, gespeichert ist, oder sie der Erstkäufer über das Internet auf seinem Rechner installiert hat. In beiden Fällen erschöpfe sich das sogenannte Verbreitungsrecht des Software-Herstellers - und das macht Computerprogramme eben handelbar. Für Peter Schneider ist dieser Handel ein Jahr nach dem Urteil nach eigenen Angaben wieder ein einträgliches Geschäft. Wie viel er genau damit verdient, nicht mehr verwendete Lizenzen für Office-Pakete oder Betriebssysteme des Software-Hauses Microsoft von Unternehmen aufzukaufen und an andere weiterzuverkaufen, behält Schneider lieber für sich. "Seit Juli vergangenen Jahres hat sich unser Umsatz mehr als verdoppelt, und wir erwirtschaften solide Gewinne", sagt Schneider nur. Auch die Zahl der Käufer wachse wieder. "Vor dem Urteil haben wir drei neue Kunden in der Woche gewonnen, seitdem sind es drei am Tag. Und inzwischen sind wir nahe dran, in Europa 5000 Kunden zu haben." Es kehre Normalität in den Markt ein, "mit Betonung auf einkehren", wie Schneider es ausdrückt. "Wenn der Markt zehn Jahren lang verunsichert war durch lächerliche Gerüchte und Behauptungen, dann kann man sich auch vorstellen, dass das nicht in einem Jahr zu ändern ist." Seit November versucht auch Hans-Olaf Henkel, diese Änderung voranzutreiben. Der ehemalige Vorsitzende des Bundesverbandes der Deutschen Industrie ist zusammen mit dem früheren Siemens-Chef Heinrich von Pierer einer von zwei Verwaltungsräten der in der Schweiz sitzenden Usedsoft AG. Henkel und Pierer überwachen ähnlich einem deutschen Aufsichtsrat das Unternehmen. Nach Henkels Worten versuchen die etablierten Spieler auf dem Software-Markt weiter Usedsoft Barrieren in den Weg zu legen. "Mir sind ein paar Dinge zu Ohren gekommen, die zum Teil groteske Formen annehmen", sagt Henkel. "Es hat zum Beispiel Korrespondenzen zwischen Microsoft und Kunden von Usedsoft gegeben, in denen Microsoft die Briefe von der Abteilung für Software-Piraterie hat unterschreiben lassen. Das ist ein übler Trick, um Kunden vorzugaukeln, dass es sich bei den Lizenzen von Usedsoft um Piraterieprodukte handelt." Ein Microsoft-Sprecher teilt auf Anfrage mit, dass Usedsoft seinen Kunden regelmäßig verschweige, aus welchen Lizenzverträgen die gebraucht gekauften Lizenzen stammen und wer der ursprüngliche Lizenznehmer sei. "Ohne diese Information kann ein Usedsoft-Kunde keinen lückenlosen Lizenznachweis führen. Die Interessen von Microsoft vertritt in solchen Fällen die Anti-Piraterie-Abteilung." Es sei generell frustrierend zu sehen, mit welchen Mitteln Software-Hersteller versuchen, das Geschäft zu behindern, sagt dagegen Usedsoft-Verwaltunsrat Henkel. Doch sei auch zu spüren, dass der Widerstand kleiner werde. Sein Geschäftsführer Schneider glaubt indes nicht, dass Unternehmen wie Microsoft oder auch der Kreativprogrammentwickler Adobe mit Abomodellen für Software dem Handel die Geschäftsgrundlage nehmen könnten. Außerdem machen die neuen Cloud-Geschäftsmodelle "nicht die Milliarden Lizenzen obsolet, die ohnehin schon im Markt vorhanden sind", sagt Schneider. Und mit diesen Lizenzen will er weiter Geld verdienen. Auf seine Adelung als Goliath kann er nach eigenen Angaben übrigens verzichten. "Ich will hier nicht als Robin Hood für Arme berühmt werden und mich auch nicht am Goliath abarbeiten", sagt Schneider. "Ich will einfach nur vom großen Kuchen des Software-Marktes ein Stück abhaben."
Friday, October 04, 2013
Copyright and Creation - A Case for Promoting Inclusive Online Sharing
B. Cammaerts, R. Mansell, B. Meng, here.
Thursday, October 03, 2013
Wednesday, October 02, 2013
Dutch Minister answers parliamentary questions about copyright and the distribution of e-books
Futureofcopyright.com, here.
Global eBook: Current Conditions & Future Projections
Rüdiger Wischenbart Content and Consulting, here.
Tuesday, October 01, 2013
Hotel Online Booking: The OFT announces its intention to accept binding commitments
Kluwercompetitionlawblog.com, here.
New UK competition law landscape begins to take shape with creation of new authority
Edwardswildman.com, here.
Brazil’s patent reform: innovation towards national competitiveness
Chamber of Deputies, Center for Strategic Studies and Debates, here.
UK isolated in Data Protection Regulation discussions; is it a result of NSA shenanigans?
Amberhawk.typepad.com, here.
Monday, September 30, 2013
Friday, September 27, 2013
Thursday, September 26, 2013
Wednesday, September 25, 2013
Tuesday, September 24, 2013
Monday, September 23, 2013
Mastercard et Visa: baisse significative de leurs principales commissions interbancaires respectives
Autorité de la concurrence, ici.
The Future of Reverse Payment Settlements in the wake of FTC v. Actavis
Symposium, Preprints here (antitrustprof_blog)
Friday, September 20, 2013
Exception "handicap" au droit d'auteur et développement de l'offre de publications accessibles à l'ère numérique
Ministère de la Culture, Inspection générale des affaires culturelles, ici, ici.
Solving the Orphan Works Problem for the United States
D. Hansen, K. Hashimoto, G. Hinze, P. Samuelson, J. Urban, here.
Thursday, September 19, 2013
The Role of Voluntary Agreements in the U.S. Intellectual Property System
US House, Hearing, written testimonies here.
Wednesday, September 18, 2013
Understanding the Role of Search in Online Piracy
Prepared by Millward Brown Digital for the MPAA, here.
Tuesday, September 17, 2013
Challenges in Competition Policy and Regulation in a Globalizing World
Panel, Video here.
- Justus Haucap (Monopolkommission)
- Kai-Uwe Kühn (Europäische Kommission)
- Jorge Padilla (Compass Lexecon Europe)
Monday, September 16, 2013
The 2013 Marrakesh Treaty: Providing Access to Copyrighted Works for the Blind and Print Disabled
Program on Information Justice and the Public Interest, American University Law School, Public Forum, Video here.
Parliamentary questions in The Netherlands about copyright and the distribution of e-books
Futureofcopyright.com, here.
Friday, September 13, 2013
Thursday, September 12, 2013
Wednesday, September 11, 2013
Tuesday, September 10, 2013
Opposition to Coalition of E-Reader Manufacturers’ request to exempt e-readers from the accessibility requirement
Organizations representing the interests of people with disabilities, here.
Status of the Proposed EU Data Protection Regulation: Where Do We Stand?
C. Burton, A. Pateraki, here.
Monday, September 09, 2013
The Commissioner of Competition v. VisaCanada Corporation and MasterCard International Incorporated
Competition Tribunal, File No.: CT-2010-10, here.
Sunday, September 08, 2013
Saturday, September 07, 2013
Friday, September 06, 2013
Thursday, September 05, 2013
Wednesday, September 04, 2013
AU Copyright Legislation Amendment (Fair Go for Fair Use) Bill 2013
Submissions received by the Committee, here.
Tuesday, September 03, 2013
Monday, September 02, 2013
Friday, August 30, 2013
My Take on the WIPO Marrakesh Treaty/14/END
(Previous episodes here).
Thus, for instance, the compatibility, under
the second prong of the three-step test, of the commercial availability of
accessible format copies with the enjoyment of limitations and exceptions for
the print disabled has not been questioned in US copyright law, where the so called “Chafee
Amendment” does not require authorized entities to check for the commercial availability
of accessible format copies prior to making copies.
Nevertheless, countries are in principle free to enact limitations and exceptions in their national copyright legislation
that are located well below the “upper” limit indicated by the test. The 2006
Sullivan Study noted in this respect that
exceptions for the benefit of the visually impaired in some national copyright laws included a requirement that the work to be used had not been
published already “in a special format” or “in an accessible format."
When national legislators insist on the absence
of commercial availability, there is often the recognition that the mere presence of market offerings does not normally
suffice to facilitate access to works by disabled persons, though. Thus, for instance,
the recently amended Canadian Copyright Act states that the exemption under Section
32 for the benefit of “persons with perceptual disabilities” does not apply
where the work in a format specially designed to meet the needs of any person
with a perceptual disability is commercially available,
by that meaning “available on the Canadian market within a reasonable time and for a reasonable
price and may be located with reasonable
effort” (emphasis added). Also the UK proposed exception for the benefit of disabled persons,
currently under review, would apply only if accessible format copies “are not
commercially available on reasonable
terms with the authority of the copyright owner” (emphasis added).
The Marrakesh Treaty does not
contain any mandatory reference to “commercial availability”. Under Art. 4 of
the Treaty, devoted to “National Law Limitations and Exceptions Regarding
Accessible Format Copies,” paragraph 4 merely states that “a contracting Party may
confine limitations or exceptions under this Article to works which, in the
particular accessible format, cannot be obtained commercially under reasonable terms
for beneficiary persons in that market”
Moreover, an Agreed statement confirms that the commercial availability
requirement under Art.4(4) does not prejudge whether or not a limitation or
exception under Article 4 is consistent with the three-step test.
--------------------
This post concludes Waves' first Feuilleton estival Coming "soon" a paper loosely based on these posts (working title: "Marrakesh Treaty for the Print Disabled: Limitations and Exceptions in Transition)."
Thursday, August 29, 2013
My Take on the WIPO Marrakesh Treaty/13
(Available episodes so far here).
Furthermore, as mentioned above, the three-step test formed the dense background against which the domestic and the cross-border contours of the mandatory exemptions for the benefit of the print disabled were negotiated at the WIPO. Particularly illustrative in this respect is the issue of commercial availability, which negotiators could solve only in the very last hours of the Marrakesh diplomatic conference.
Briefly put, the question was whether it was appropriate to impose the lack of commercial offers of accessible/special format works as a condition of the applicability of the limitations and exceptions established by the Treaty. In other words, whether it was necessary to check for commercial availability of publisher offerings with accessibility features able to meet the needs of the print disabled, before invoking the exemptions covered by the new international instrument.
During the treaty negotiations, the World Blind Union and other stakeholders raised deep concerns especially regarding the requirement to check for commercial availability in another country, considered a serious obstacle to the fulfillment of the aim of the Treaty, that was notably “to ensure that a greater number of books and information were available to print disabled and blind people.” According to those opposing the introduction of commercial availability into the language of the treaty, the requirement would have entailed bureaucratic burden and liability risks, seriously hampering the cross-border circulation of accessible formats copies for the benefit of print disabled persons. Instead, publishers and other organizations mainly representing rightholders supported the introduction of that requirement, noting that commercial publishing and commercial products were an important aspect of providing access to persons with print disability, in developed and developing countries, and that the bureaucracy and liability burdens could be substantially reduced by spelling out simple, easy to use, and effective mechanisms. Moreover, the principle of priority for commercial works was needed in order to incentivize publishers to create accessible copies.
Apparently, one more “technical” argument made by some negotiators against the introduction of commercial availability language into the final text of the treaty for the print disabled, was that the requirement was already included in the second step of the three-step test. The reply from the publishers' side was that “(B)eside the fact that the three step test represented as essential principle of the copyright system, there was a need to have a clear statement in the text that incentivized publishers to provide accessible formats from the outset at the same time, place and price.”
The second step of the well-known test states that limitations or exceptions to exclusive rights are confined to cases which “do not conflict with a normal exploitation of the work.” The Main Committee I at the Stockholm Conference introducing the test into the Berne Convention, gave the practical example of photocopying: “If it (photocopying, SV) consists of producing a very large number of copies, it may not be permitted, as it conflicts with a normal exploitation of the work.” However, what exactly constitutes the normal exploitation of the work has not ceased being debated since the Stockholm Conference. The WTO Panel noted in this respect that “... not every use of a work, which, in principle is covered by the scope of exclusive rights and involves commercial gain, necessarily conflicts with a normal exploitation of that work. If this were the case, hardly any exception or limitation could pass the test of the second condition.” Only under an absolutist understanding of IP protection, refuted also by the WTO Panel, the potential of commercial gain should bar per se the application of limitations and exemptions.
(Last episode of Waves' Feuilleton de l'été 2013 possibly tomorrow).
Wednesday, August 28, 2013
My Take on the WIPO Marrakesh Treaty/12
(Available episodes so far here).
Short of incorporating a stand-alone three-step test into the final language of the Marrakesh Treaty, the “general clause” of Article 1 should be read as preponderantly referring to the non-derogation of the obligations concerning the three-step test that contracting parties have to each other under any other treaties. Furthermore, Article 11, under the heading “General Obligations on Limitations and Exceptions,” states that contracting parties, “in adopting measures necessary to ensure the application of this Treaty,” need to comply with their extant obligations concerning the application of the various iterations of the three-step test under Berne, TRIPS, and the WCT.
At the close of the intense Marrakesh negotiations, a carefully achieved compromise emerged also on the “Berne Gap” issue. Under Article 5(4)(a), when an authorized entity of a non-Berne country receives accessible format copies from another country, it will ensure that those copies “are only reproduced, distributed or made available for the benefit of beneficiary persons in that Contracting Party’s jurisdiction.” In other words, a non-Berne country is not under any obligation to apply the three-step test as long as the relevant copyright activities (reproduction, distribution, and making available) are for the benefit of visually impaired persons of its own jurisdiction. In this respect, the final wording of this provision is less strict than proposals to bridge the Berne Gap by incorporating into national legislation the Berne version of the three-step test in connection with the cross-border receipt of accessible format copies, without distinction as to the country of the beneficiary person.
Article 5(4)(b) envisages a slightly different solution with regard to non-WCT countries. An authorized entity in a country which is not party to the WCT is under the obligation to confine the distribution and the making available of accessible format copies to that jurisdiction, unless the contracting party “limits (sic) limitations and exceptions implementing this Treaty to the right of distribution and the right of making available to the public to certain special cases which do not conflict with a normal exploitation of the work and do not unreasonably prejudice the legitimate interests of the rightholder.” As such, Article 5(4)(b) of the Marrakesh Treaty contains a specific obligation directed at contracting parties that are not party to the WCT, in the shape of a condition for letting authorized entities in those countries export accessible format copies to other contracting parties. In this specific case, non-WCT countries need to implement the Marrakesh Treaty by providing for limitations and exceptions in the national copyright law that apply the instrument-specific three-step test to the right of distribution and to the right of making available to the public. Thus, the Marrakesh-specific three-step test would apply, it seems, not only to exporting activities, but also to domestic acts of distribution and making available.
The first of the two agreed statements concerning Article 5(4)(b) isolates the Marrakesh-specific obligation to adopt the three-step test from obligations under other international instruments. Moreover, it clarifies that Article 5(4)(b) should not be seen as a “Trojan horse” expanding the application of the three-step test beyond the area of exceptions and limitations for the print disabled covered by the Treaty. The second agreed statement clarifies that the Marrakesh Treaty does not create any obligation “to ratify or accede to the WCT or to comply with any of its provisions.” At the same time, the Marrakesh Treaty does not prejudice “any rights limitations and exceptions contained in the WCT.”
In sum, the Marrakesh negotiators have avoided inserting into the new copyright treaty a full-fledged three-step test, to apply on top of the already existing obligations under other binding instruments. After the Marrakesh Treaty, it is possible to refer to the precedent of a treaty in international copyright law without its own version of a comprehensive three-step test. More importantly, the point has been made that the respect of the contracting parties’ obligations under the existing copyright treaties and conventions is compatible with an international legal instrument introducing clear, manageable mandatory exceptions and limitations in the interest of the general public. The only, minor extension of the three-step test concerns non-WCT countries in connection with the export of accessible format copies to other contracting parties. As seen above, the Marrakesh-specific three-step test is likely to apply on acts of distribution and making available without distinction as to the destination of the copies in accessible formats.
(To be continued)
Short of incorporating a stand-alone three-step test into the final language of the Marrakesh Treaty, the “general clause” of Article 1 should be read as preponderantly referring to the non-derogation of the obligations concerning the three-step test that contracting parties have to each other under any other treaties. Furthermore, Article 11, under the heading “General Obligations on Limitations and Exceptions,” states that contracting parties, “in adopting measures necessary to ensure the application of this Treaty,” need to comply with their extant obligations concerning the application of the various iterations of the three-step test under Berne, TRIPS, and the WCT.
At the close of the intense Marrakesh negotiations, a carefully achieved compromise emerged also on the “Berne Gap” issue. Under Article 5(4)(a), when an authorized entity of a non-Berne country receives accessible format copies from another country, it will ensure that those copies “are only reproduced, distributed or made available for the benefit of beneficiary persons in that Contracting Party’s jurisdiction.” In other words, a non-Berne country is not under any obligation to apply the three-step test as long as the relevant copyright activities (reproduction, distribution, and making available) are for the benefit of visually impaired persons of its own jurisdiction. In this respect, the final wording of this provision is less strict than proposals to bridge the Berne Gap by incorporating into national legislation the Berne version of the three-step test in connection with the cross-border receipt of accessible format copies, without distinction as to the country of the beneficiary person.
Article 5(4)(b) envisages a slightly different solution with regard to non-WCT countries. An authorized entity in a country which is not party to the WCT is under the obligation to confine the distribution and the making available of accessible format copies to that jurisdiction, unless the contracting party “limits (sic) limitations and exceptions implementing this Treaty to the right of distribution and the right of making available to the public to certain special cases which do not conflict with a normal exploitation of the work and do not unreasonably prejudice the legitimate interests of the rightholder.” As such, Article 5(4)(b) of the Marrakesh Treaty contains a specific obligation directed at contracting parties that are not party to the WCT, in the shape of a condition for letting authorized entities in those countries export accessible format copies to other contracting parties. In this specific case, non-WCT countries need to implement the Marrakesh Treaty by providing for limitations and exceptions in the national copyright law that apply the instrument-specific three-step test to the right of distribution and to the right of making available to the public. Thus, the Marrakesh-specific three-step test would apply, it seems, not only to exporting activities, but also to domestic acts of distribution and making available.
The first of the two agreed statements concerning Article 5(4)(b) isolates the Marrakesh-specific obligation to adopt the three-step test from obligations under other international instruments. Moreover, it clarifies that Article 5(4)(b) should not be seen as a “Trojan horse” expanding the application of the three-step test beyond the area of exceptions and limitations for the print disabled covered by the Treaty. The second agreed statement clarifies that the Marrakesh Treaty does not create any obligation “to ratify or accede to the WCT or to comply with any of its provisions.” At the same time, the Marrakesh Treaty does not prejudice “any rights limitations and exceptions contained in the WCT.”
In sum, the Marrakesh negotiators have avoided inserting into the new copyright treaty a full-fledged three-step test, to apply on top of the already existing obligations under other binding instruments. After the Marrakesh Treaty, it is possible to refer to the precedent of a treaty in international copyright law without its own version of a comprehensive three-step test. More importantly, the point has been made that the respect of the contracting parties’ obligations under the existing copyright treaties and conventions is compatible with an international legal instrument introducing clear, manageable mandatory exceptions and limitations in the interest of the general public. The only, minor extension of the three-step test concerns non-WCT countries in connection with the export of accessible format copies to other contracting parties. As seen above, the Marrakesh-specific three-step test is likely to apply on acts of distribution and making available without distinction as to the destination of the copies in accessible formats.
(To be continued)
Indian government refutes Novartis' allegations of 'discriminatory' patent practices
Economictimes.indiatimes.com, here.
Tuesday, August 27, 2013
My Take on the WIPO Marrakesh Treaty/11
(Available episodes so far here).
The 1996 WIPO Performances and Phonograms Treaty, and the Beijing Audiovisual Performances Treaty, concluded in 2012, also include instrument-specific three-step tests. As to the more recent Treaty, Article 13(2) states that contracting parties, in providing in their national legislations limitations or exceptions with regard to the protection of performers, “shall confine” them “to certain special cases which do not conflict with a normal exploitation of the performance and do not unreasonably prejudice the legitimate interests of the performer.” An agreed statement concerning Article 13 of the Beijing Treaty adds that the WCT agreed statement concerning Art.10, considered at length above, “is applicable mutatis mutandis also to Article 13.”
Having regard to its importance and its historically laden complexity, it comes as little surprise that the three-step test soon became one of the most debated issues in the course of the years-long negotiations that led to the successful adoption of the Marrakesh Treaty. In particular, there were concerns and suspicions from the opposite ends of the negotiating tables that the treaty for print disabled persons could be used either to expand or to reduce the reach of the test, with ripple effects propagating throughout the IP system. Briefly put, on the one hand discussions revolved around the three-step test’s appropriate stance; on the other hand, the domestic and the cross-border contours of the mandatory exemption for the benefit of the print disabled were negotiated against the background of the application of the test.
With regard to the first issue, much debated was especially whether the three-step test should have been inserted into the Treaty as a stand-alone provision. In this respect, the proposed broad Marrakesh three-step test, supported in particular by industry stakeholders and delegates from developed countries, would have resembled Art.5(5) of the InfoSoc Directive. Similarly to what happened in connection with the implementation of the EU Directive into a number of the member States’ legal systems, some contracting parties to the Marrakesh Treaty might have then decided to implement the obligations under the international instrument in question not only by enacting self-contained limitations and exceptions for the benefit of the print-disabled, but also by replicating, in their domestic legislation, the extensive language of the three-step test, thus infusing more complexity and uncertainty into the system. Nevertheless, one of the most influential arguments supporting the inclusion of a stand-alone three-step test, especially towards the end of the negotiations, was made in relation to an issue that came to be dubbed the “Berne Gap.” A number of countries which might have been signatories to the treaty for the print disabled, were not Berne, WCT or TRIPS parties, and therefore not bound by the therein envisioned three-step test(s), giving rise to particular concerns in connection with the cross-border exchange of accessible format copies.
In the early stages of the negotiations, Art.2(2) of the EU Draft Joint Recommendation contained the proposal for a stand-alone test. Two years later, Article Ebis of the November 23, 2012 draft text put forth a pair of basic alternative formulations (plus some variations) of the three-step test, whose most stringent incarnation would have subjected national exceptions and limitations already consistent with the Treaty to a full-blown, additional review shaped in the language of Article 13 of TRIPS (“interest of the right holder”). On this specific issue, the last draft text of the treaty adopted before Marrakesh still indicated the necessity of thorough discussions to be carried forward at the diplomatic conference.
(To be continued).
The 1996 WIPO Performances and Phonograms Treaty, and the Beijing Audiovisual Performances Treaty, concluded in 2012, also include instrument-specific three-step tests. As to the more recent Treaty, Article 13(2) states that contracting parties, in providing in their national legislations limitations or exceptions with regard to the protection of performers, “shall confine” them “to certain special cases which do not conflict with a normal exploitation of the performance and do not unreasonably prejudice the legitimate interests of the performer.” An agreed statement concerning Article 13 of the Beijing Treaty adds that the WCT agreed statement concerning Art.10, considered at length above, “is applicable mutatis mutandis also to Article 13.”
Having regard to its importance and its historically laden complexity, it comes as little surprise that the three-step test soon became one of the most debated issues in the course of the years-long negotiations that led to the successful adoption of the Marrakesh Treaty. In particular, there were concerns and suspicions from the opposite ends of the negotiating tables that the treaty for print disabled persons could be used either to expand or to reduce the reach of the test, with ripple effects propagating throughout the IP system. Briefly put, on the one hand discussions revolved around the three-step test’s appropriate stance; on the other hand, the domestic and the cross-border contours of the mandatory exemption for the benefit of the print disabled were negotiated against the background of the application of the test.
With regard to the first issue, much debated was especially whether the three-step test should have been inserted into the Treaty as a stand-alone provision. In this respect, the proposed broad Marrakesh three-step test, supported in particular by industry stakeholders and delegates from developed countries, would have resembled Art.5(5) of the InfoSoc Directive. Similarly to what happened in connection with the implementation of the EU Directive into a number of the member States’ legal systems, some contracting parties to the Marrakesh Treaty might have then decided to implement the obligations under the international instrument in question not only by enacting self-contained limitations and exceptions for the benefit of the print-disabled, but also by replicating, in their domestic legislation, the extensive language of the three-step test, thus infusing more complexity and uncertainty into the system. Nevertheless, one of the most influential arguments supporting the inclusion of a stand-alone three-step test, especially towards the end of the negotiations, was made in relation to an issue that came to be dubbed the “Berne Gap.” A number of countries which might have been signatories to the treaty for the print disabled, were not Berne, WCT or TRIPS parties, and therefore not bound by the therein envisioned three-step test(s), giving rise to particular concerns in connection with the cross-border exchange of accessible format copies.
In the early stages of the negotiations, Art.2(2) of the EU Draft Joint Recommendation contained the proposal for a stand-alone test. Two years later, Article Ebis of the November 23, 2012 draft text put forth a pair of basic alternative formulations (plus some variations) of the three-step test, whose most stringent incarnation would have subjected national exceptions and limitations already consistent with the Treaty to a full-blown, additional review shaped in the language of Article 13 of TRIPS (“interest of the right holder”). On this specific issue, the last draft text of the treaty adopted before Marrakesh still indicated the necessity of thorough discussions to be carried forward at the diplomatic conference.
(To be continued).
Monday, August 26, 2013
Do fixed patent terms distort innovation? Evidence from cancer clinical trials
E. Budish, B. Roin, H. Williams, here.
My Take on the WIPO Marrakesh Treaty/10
(Available episodes so far here).
Against the background of the existing treaties and
conventions, it would be difficult to read in the first
paragraph of the agreed statement a general permission (“carte blanche”) given
to member states to justify basically any exception and limitation that becomes
relevant because of the digital environment, despite the boundaries set by existing
obligations, and in particular by the three-step test. On the other hand, this part of the agreed statement carries more weight than a
mere rhetoric argument readily embraced by some in the heat of discussions and negotiations
involving exceptions and limitations. More appropriately, the agreement indicates,
it seems, that the overall application of the WCT three-step, also in line with
the Treaty’s Preamble stressing the need to maintain a balance in copyright law,
should not hamper the protection of the interest of the general public in the
digital environment. In this respect, the Marrakesh Treaty’s prominent reference in the Preamble to
the flexibility of the test would seem to echo the WCT contracting parties’ concern
as expressed in the agreed statement.
The alleged origin of the first sentence of the first paragraph of the agreed statement sheds some light on exceptions and
limitations to be “considered acceptable under the Berne Convention.” As
mentioned above, the US proposal targeted in particular the domestic fair use
doctrine, seeking reassurance about its unfettered expansion into the digital
environment. While a broad exemption similar to the US fair use provision is capable
of application in a way that covers uses made possible by new technologies, exemptions drafted following the
stricter European continental style are much more likely to struggle with
technological – digital – advances, and therefore need to be replaced much
more frequently. It is not immediately clear, however, which exceptions and
limitations are likely to be "new" in the meaning of the agreed statement. In fact, to the extent that the
more recent exemptions have been grandfathered by already existing ones, they should
not be regarded as genuinely new, such as when exemptions and limitations for the
benefit of the print disabled are amended in order to allow for digital uses of
accessible materials. Similarly, an exemption covering analytical techniques used
in scientific research, a type of “data mining,” expands into the digital
domain research activities already carried out in the analogue world. At any
rate, the first paragraph of the agreed statement indicates that the member
States do not regard the WCT three-step test as an obstacle to the protection
of the interest of the general public in the digital environment both by way of exceptions and
limitations “which have been considered acceptable under the Berne Convention” and new ones.
(To be continued).
Sunday, August 25, 2013
Friday, August 23, 2013
My Take on the WIPO Marrakesh Treaty/9
(Available episodes so far here).
If the country is a TRIPS member, Article 9(1) requires compliance with Articles 1-21 (other than Article 6bis on moral rights) of Berne, i.e. also with the three-step test and the minor reservation doctrine therein, regardless of whether the country concerned is a member of the Berne convention. Additionally, according the interpretation taken by the WTO Panel, Article 13 of TRIPS, a slightly modified version on the Berne three-step test, applies to all the exclusive rights protected under articles 1 to 21 of Berne, and not only to the TRIPS-specific rental right. However, Article 2(2) of TRIPS and Article 20 of Berne do not allow, it seems, for a broader application of Article 13 of TRIPS than what the Berne Convention would permit. With regard to exceptions for the benefit of the print disabled, it follows that both the Berne and the TRIPS three-step tests apply to the right of reproduction, while the TRIPS test applies to the other Berne rights which might be of relevance here, such as the right of public performance and the adaptation right.
A third layer of obligations follows from membership to the WCT. Similarly to Article 9(1) of TRIPS, article 1(4) of the WCT incorporates articles 1-21 and the Appendix to the Berne Convention. By virtue of this incorporation, the Berne three-step test applies to the reproduction right. In the agreed statement to Article 1(4) of the WCT, it is specified that the Berne reproduction right and its permitted exceptions thereof “fully apply in the digital environment, in particular to the use of works in digital form.” Basically, the agreed statement would seem to indicate that, in applying Article 9 of the Berne Convention in its domestic law, a party to the WCT should recognise digital uses both as part of the reproduction right and of their possible exclusions. The resolution, however, was adopted by a majority vote (fifty-one in favour, five against and thirty abstained), and this may raise serious doubts about its status as a binding agreement under Article 31(2)(a) of the Vienna Convention, stating that an agreement should be “between all the parties in connection with the conclusion of the treaty.”
Similarly to TRIPS, the three-step test occupies also an autonomous, prominent space within the WCT. First, Article 10 applies the test to exceptions relative to rights first granted under the WCT itself, and not already (clearly) provided under the Berne Convention, namely the rights of distribution (Article 6), rental (Article 7) and communication to the public (Article 8). Unlike Article 13 of TRIPS, here the language adopted is identical to the Berne three-step test. Second, Article 10(2) states that the three-step test also applies to all rights protected under Berne. The exact scope of this provision is not very clear, though. The main question here is whether the WCT introduces the parties’ obligation, when applying the Berne Convention, to subject the already permissible exceptions to the three-step test. It would follow that, for instance, the implied exceptions to the public performance right under the minor reservation doctrine should additionally be subject the WCT three-step test. However, the second paragraph of the agreed statement to article 10, adopted by consensus, would seem to firmly exclude this possibility, as it states that it is understood that Article 10(2) “neither reduces nor extends the scope of applicability of the limitations and exceptions permitted by the Berne Convention.”
Some commentators consider less clear the interpretation of the first paragraph of the agreed statement. It embraces two different situations, notably limitations and exceptions already existing in national legislations “which have been considered acceptable under the Berne Convention” and new, different exemptions that become relevant because of the digital environment. With regard to exceptions already existing and considered Berne-acceptable, it is agreed that the WCT three-step test permits contracting parties to carry them forward and to “appropriately extend” them into the digital environment. The rather enigmatic language of this part of the agreed statement was first suggested by the US representative, apparently seeking reassurance on behalf of “librarians, educators, and on-line service providers in the United States” that the US doctrine of fair use would “apply on the Internet and elsewhere.” The second sentence of the first paragraph refers to new exceptions and limitations “appropriate in the digital environment,” i.e. beyond existing ones “stretched” to digital uses, which have already been covered by the first paragraph of the agreed statement.
Some commentators consider less clear the interpretation of the first paragraph of the agreed statement. It embraces two different situations, notably limitations and exceptions already existing in national legislations “which have been considered acceptable under the Berne Convention” and new, different exemptions that become relevant because of the digital environment. With regard to exceptions already existing and considered Berne-acceptable, it is agreed that the WCT three-step test permits contracting parties to carry them forward and to “appropriately extend” them into the digital environment. The rather enigmatic language of this part of the agreed statement was first suggested by the US representative, apparently seeking reassurance on behalf of “librarians, educators, and on-line service providers in the United States” that the US doctrine of fair use would “apply on the Internet and elsewhere.” The second sentence of the first paragraph refers to new exceptions and limitations “appropriate in the digital environment,” i.e. beyond existing ones “stretched” to digital uses, which have already been covered by the first paragraph of the agreed statement.
(To be continued, hopefully soon. ACW).
Patents and Cumulative Innovation: Causal Evidence from the Courts
A. Galasso, M. Schankerman, here.
Data from articles in BioMed Central journals under Creative Commons CC0 public domain dedication
Timeshighereducation.co.uk, here.
Thursday, August 22, 2013
Assessing Factors That Affect Patent Infringement Litigation Could Help Improve Patent Quality
US Government Accountability Office, here.
My Take on the WIPO Marrakesh Treaty/8
(Available episodes so far here).
The Preamble to the Treaty emphatically mentions the importance and the flexibility of the test. The Articles make several references to the three-step test, both explicitly and implicitly, in particular where the need to adhere to existing treaty obligations is reaffirmed. The individual contracting party’s international obligations, as well as available flexibilities thereof, determine the scope of applicability of limitations and exceptions permitted in that specific country. The new exception for the benefit of the visually impaired had to find its way into a historically overgrown space, covered by minimum exclusive rights, few specific and many more vague exceptions, and versions of the three-step test with sometimes diverging scopes of application.
The categories of rights likely to be involved in the complex analysis necessary to ensure compliance with other conventions and treaties in the field of copyright are indicated by the Marrakesh Treaty itself. Article 4(1)(a) states that “Contracting Parties shall provide in their national copyright laws for a limitation or exception to the right of reproduction, the right of distribution, and the right of making available to the public as provided by the WIPO Copyright Treaty (WCT).” The mandatory (“shall”) maxima to copyright protection for the benefit of print disabled persons explicitly applies to three of the most significant rights which have progressively gained recognition in the course of the evolution of international copyright law. With regard to other relevant rights, the Treaty is less explicit. As to a possible species of the adaptation right (as far as it is not already covered by the reproduction right), the same Article 4(1)(a) states that “The limitation or exception provided in national law should permit changes needed to make the work accessible in the alternative format” (emphasis added). Article 4(1)(b) adds that “Contracting Parties may also provide a limitation or exception to the right of public performance to facilitate access to works for beneficiary persons” (emphasis added)
In a WIPO Study dedicated generally to “Limitations and exceptions of Copyright and related rights in the digital environment,” prepared by Sam Ricketson, and presented to the SCCR in 2003, the author compiled a very useful, detailed list of questions that countries should ask themselves in matters of treaty compliance.
If the country is a member of the Berne Convention, the question should be asked whether the limitation or exception for the print disabled is covered by one of the existing Berne provisions. Of relevance in this respect is in particular Art. 9(2), that applies to the reproduction right, and, impliedly, to the distribution of copies so made. Apart from the general exception to the reproduction right, there are a number of “implied” exceptions to other rights specifically provided in the Convention, such as the right of public performance, meaning that the activities in question are not in conflict with Berne obligations based on the so called minor reservation doctrine. Moreover, the Appendix to the Paris Act allows developing countries, under rather complex conditions, to issue compulsory licences, among others, for translating published foreign works into languages of general use in their territories, and publishing them in printed or other analogous form, for teaching, scholarship or research purposes.
Wednesday, August 21, 2013
My Take on the WIPO Marrakesh Treaty/7
(Available episodes so far here)
If the international copyright acquis does not prevent parties to the Berne Union, the WCT or TRIPS from entering into special agreements mandating three-step test compliant copyright limitations, it should also be noted that the international copyright framework does very little to promote in any significant way counter-weighting initiatives to the dominant minimum rights approach.
(To be continued)
If the international copyright acquis does not prevent parties to the Berne Union, the WCT or TRIPS from entering into special agreements mandating three-step test compliant copyright limitations, it should also be noted that the international copyright framework does very little to promote in any significant way counter-weighting initiatives to the dominant minimum rights approach.
Quite on the contrary, the protection gap between the rights granted to authors and the interests of the general public has not stopped widening, especially since copyright and other intellectual property rights have gained increasing importance and bargaining weight at the numerous tables where international trade issues are negotiated. Admittedly, non-economic interests such as providing improved access to works for the benefit of the vulnerable societal group of print disabled persons are not likely to attract much consideration in the various international fora dominated by trade and economic interests.
As mentioned above, the direct beneficiaries of the previously adopted multilateral copyright conventions were foreign authors and right holders who qualified for protection under the rules of the applicable binding agreements, mirroring the combined national treatment plus minimum rights-approach. After more than one hundred years of international norm setting in the field of copyright, the time was certainly ripe to start regulating also the previously neglected space of limitations and exceptions. With the adoption of the WIPO Marrakesh Treaty, five years since the first appearance of the topic of protection maxima ("ceilings") on the agenda of the SCCR, the competing and still quite controversial user-focused approach in copyright law is now solidly anchored on the international level.
At the origin of the Marrakesh Treaty is the consensus of the international community regarding the importance of the public interest at stake, i.e “facilitating access to and use of works by persons with visual impairments or with other print disabilities.” The consensus reached captures one of the possible ways of balancing that specific public interest with the countervailing objective of copyright protection. Within the limits of the balancing concretely achieved, it reflects a globally shared value system.
As mentioned above, the direct beneficiaries of the previously adopted multilateral copyright conventions were foreign authors and right holders who qualified for protection under the rules of the applicable binding agreements, mirroring the combined national treatment plus minimum rights-approach. After more than one hundred years of international norm setting in the field of copyright, the time was certainly ripe to start regulating also the previously neglected space of limitations and exceptions. With the adoption of the WIPO Marrakesh Treaty, five years since the first appearance of the topic of protection maxima ("ceilings") on the agenda of the SCCR, the competing and still quite controversial user-focused approach in copyright law is now solidly anchored on the international level.
At the origin of the Marrakesh Treaty is the consensus of the international community regarding the importance of the public interest at stake, i.e “facilitating access to and use of works by persons with visual impairments or with other print disabilities.” The consensus reached captures one of the possible ways of balancing that specific public interest with the countervailing objective of copyright protection. Within the limits of the balancing concretely achieved, it reflects a globally shared value system.
(To be continued)
Tuesday, August 20, 2013
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Centre for a Digital Society , Video here . These are my very rough talking points on pay or okay in full length (more than I actually had...
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LG Frankfurt am Main, 2-06 O 172/09 (verkündet am 13.05.2009). Lesenswertes aus der Begründung (meine Hervorhebungen): "Vorstellbare ...
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TechCrunch, here .
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G. Kallfass, presentation here .
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Here (thanks to Netzpolitik).
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Public Knowledge, here .
