Thursday, September 26, 2013

US Ambassador: WIPO Needs More Balance – Toward Rightsholders

IP-watch.org, here

The economics of the newspaper business

H. Varian, here

Google Recently Made A Silent Shift To A New Search Algorithm, “Hummingbird”

TeleCrunch.com, here

Remedies Matter: The Importance of Achieving Effective Antitrust Outcomes

B. Baer, here

Video of Steve Jobs's iPhone presentation kills Apple's photo gallery touch patent in Germany

FossPatents.com, here

The FTC's Role in Shaping Antitrust Doctrine: Recent Successes and Future Targets

J. Wright, here.

WIPO Member States have denied Pirate Parties International's application for admittance as a Permanent Observer

PP-international.net, here.

Smartphone patent foes, other tech firms jointly urge Europe to prevent rise of abusive litigation

Fosspatents.com, here.

Tuesday, September 24, 2013

House Judiciary Chairman Goodlatte releases new discussion draft legislation to address patent litigation abuse

IPO.org, here

Don’t wait for Congress, says judge in Google Books case

PaidContent.org, here.
Transcript of the hearing here

Zweitverwertungsrecht: Mehr Open Access oder bloßer Placebo?

E. Steinhauer, hier

Does copyright law work? New and ongoing empirical research suggests: not always

Columbia Journalism Review, here

La gestion collective a commencé pour les oeuvres du registre ReLIRE

Actualitte.com, ici

Android and the Tesco Effect

G. Moody, here

Will Netflix help fight online piracy in the Netherlands?

Futureofcopyright.com, here

Erixon: TTIP will move to fast track if first results come early

Euractiv.com, here

Judge appears to back Google's defense of digital books project

Cnet.com, here

Friday, September 20, 2013

Google/Waze: Initial Undertakings Given by Google to the OFT

Here

Google Maps versus OpenStreetMap: charting new territory on the Web?

Inaglobal.fr, ici

Wie sich der Bundesrat aus der Schlinge einer Ablehnung des Zweitverwertungsrechts zieht

R. Kuhlen, hier

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

Spotify veut se démarquer avec des contenus exclusifs

Numerama.com, ici. 

Open Data: Not Just Good. Better

Opencorporates, Presentation, here

Solving the Orphan Works Problem for the United States

D. Hansen, K. Hashimoto, G. Hinze, P. Samuelson, J. Urban, here

AG Sharpston on technological protection measures

The1709Blog.blogspot.com, here

Spar-Chef erhebt Spionagevorwürfe gegen die Wettbewerbsbehörde

Salzburg.com, hier

VG Wort will Leistungsschutzrecht-Gelder eintreiben

Heise.de, hier.

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

Institutional Advantage in Competition and Innovation Policy

H. Hovenkamp, here

Antitrust And Innovation: Rebalancing The Scale

J. Brill, here

Commissioner Wright (FTC) takes antitrust-minimalist position on standard-essential patents

Foss.patents.com, here

Net Neutrality Delayed, Net Neutrality Denied

M. Copps, here

Parliamentary questions in The Netherlands about copyright and the distribution of e-books

Futureofcopyright.com, here

European Research Council funds arXiv – a taste of changes to come

Blogs.nature.com, here

No competition minister in Australia's new Cabinet

J. Clarke, here

Touch ID: Datenschützer warnt vor Fingerscanner in iPhone

Spiegel.de, hier

Thursday, September 12, 2013

Vertical Restraints for On-line Sales

OECD, Policy Roundtable, here

SSOs, FRAND, and Antitrust: Lessons from the Economics of Incomplete Contracts

J. Wright, here

The ‘miracle of Marrakesh’: negotiating the VIP Treaty for books for the blind

N. Suzor, here

EDRi’s “FAQs” on net neutrality: a rebuttal

R. Heath, here

Enforcement of the competition rules – next steps for reform

G. Barling, here

La grogne des taxis contre la concurrence des smartphones

Liberation.fr, ici

Telekom - Netz der Zukunft

Netzneutralitaet.cc, Video, ab 1:38, hier.

Commissioner Kroes misses historic opportunity to guarantee net neutrality

M. Schaake, here

Russia's Latest Idea: An Internet Whitelist For Copyright Materials

Techdirt.com, here

Facebook Privacy Change Is Subject of F.T.C. Inquiry

NYTimes.com, here

Benzinpreis-App im Bürokratiestau

Blog.zdf.de, hier

FRAND part of Posner ruling likely to be affirmed

Fosspatents.com, here

Wednesday, September 11, 2013

Google rivals seek review of new concessions in E.U. antitrust case

Computerworld.com, here

Copyright and the Government: The ‘Missing’ Proviso in Section 105

R. Picker, here

Decision standards for price-based exclusionary strategies: The equally efficient competitor test in the light of Post-Danmark

F. Marty, Presentation, here

Kroes' Unacceptable Anti-Net Neutrality Law Rushed Despite Criticisms

LaQuadrature.net, here

Agreed Use and Fair Use: The Economic Effects of Fair Use and Other Copyright Exceptions

G. Barker, here.

Legal battle between Cisco and Multiven flares up with EU antitrust complaint

ITWorld.com, here

Fiscalité du numérique: le Gouvernement salue une "contribution utile" du CNNum

Numerama.com, ici. Avis ici

iPhones, fingerprints and privacy

P. Bernal, here. 

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

Privacy and Big Data - Making Ends Meet

J. Polonetsky, O. Tene, here

2013 OECD Guidelines Governing the Protection of Privacy and Transborder Flows of Personal Data

OECD, here

Leak: DG JUSTICE Analysis Of Kroes' Attack On Net Neutrality

Edri.org, here

CNMC: perfil político y técnico bajo para la nueva institución

Cincodias.com, aquì.

Kroes’s telecoms plan faces Commission hostility

EurActiv.com, here

Evaluating Graduated Response

R. Giblin, here

Bid-Rigging in Canada: Recent Developments

Kluwercompetitionlawblog.com, here

UK open-access route too costly, report says

Nature.com, here

Open Access

UK Parliament, Business, Innovation and Skills Committee, Volume I here, Volume II here

Some thoughts on the new anti-Google (Android) complaint

Chilling Competition, here

Status of the Proposed EU Data Protection Regulation: Where Do We Stand?

C. Burton, A. Pateraki, here

Broadcasters' court victories over FilmOn X threaten Aereo's expansion

TheVerge.com, here

Friday, September 06, 2013

L'école numérique prend forme aux Pays-Bas, la France est plus timide

Numerama.com, ici.

The Fertilizer Oligopoly: The Case for Global Antitrust Enforcement

C.Taylor, D. Moss, here

Judge in ebook price-fixing case issues permanent injunction against Apple

TheVerge.com, here

Nach PRISM: Europas Datenschutz braucht jetzt Vorfahrt

V. Reding, hier.

Gemeinsam für einen starken europaweiten Datenschutz

Europäische Kommission, Memo, hier

Breathing Space for Cloud-Based Business Models

M. Senftleben, here

Canadian Universities Navigate Learning Curve for New Copyright Rules

M. Geist, here

Energie 2013: Wettbewerb in Zeiten der Energiewende

Monopolkommission, Sondergutachten, hier

Friday, August 30, 2013

The innovation-enhancing effects of network neutrality

V. Koesis, J. Weda, here.

A few words about math

Noahpinionblog.blogspot.com, here

Understanding the Impact of Releasing and Re-Using Open Government Data

K. Granickas, here

Europa se persona en el Supremo contra las aseguradoras

ElEconomista.es, aquì

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

Public Companies and Competition Law: The Launching of an ICN Project

E. Fox, here.

See also here.

Obbligo di accesso aperto per pubblicazioni relative a ricerche finanziate con fondi pubblici

P. Galimberti, qui.

Art. 4 del Decreto Legge 8 agosto 2013, n. 91 Disposizioni urgenti per la tutela, la valorizzazione e il rilancio dei beni e delle attivita' culturali e del turismo. (13G00135) (GU n.186 del 9-8-2013 ) qui

Startups and Regulation

J. Fingleton, here

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).

OFT welcomes Amazon’s decision to end price parity policy

OFT.gov.uk, here

Hollywood Studios Win Massive Hotfile Lawsuit

Hollywoodreporter.com, here

Que veinte años no es nada...

M. Flores Bernés, aquì.

A Spotify for Physical Objects Wants to Drown Out 3D-Printing Piracy

Motherboard.vice.com, here

Wednesday, August 28, 2013

A Brief History of Disruptive Innovation

Project-disco.org, Part I and Part II

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)

Amici Submit Brief in Support of Ambry Genetics and Gene by Gene

Patentdocs.org, here

Indian government refutes Novartis' allegations of 'discriminatory' patent practices

Economictimes.indiatimes.com, here

Hadopi : des mesures anti-piratage et pro-filtrage en janvier 2014

Numerama.com, ici

IT Professionals welcome passing of Patents Bill in New Zealand

Iitp.org.nz, here.
New clause 10A on computer programs here

Kartellrecht und Marktmanipulation

D. Zimmer, hier

Tuesday, August 27, 2013

Amazon kündigt an, Preisparität nicht mehr durchzusetzen

Bundeskartellamt.de, hier

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).

Uralkali CEO arrested in Belarus amid potash dispute

CBC.ca, here.

OFT reviews Waze's acquisition by Google

OFT.co.uk, here.

Google Books Fair Use Trial: Briefs available

Here ( HT @ARLpolicy).

Ding Ding, Seconds Out For Round Two Of The Microsoft v. Motorola Mobility Patent Fight

Forbes.com, here.

Données personnelles : mieux vaut pirater un ebook que l'acheter

ActuaLitte.com, ici

Monday, August 26, 2013

Pay TV operators in fresh tussle with DStv over airing of EPL games in Kenya

Nation.co.ke, here

Amsterdam Museum is scanning and selling Van Gogh replicas

FutureofCopyright.com, here

Re-Thinking the Role of Intellectual Property

F. Gurry, here. Video of the Melbourne Lecture here.

The Treaty of Marrakesh explained

Worldblindunion.org, here. Compare with IFFRO's own analysis, here

Thus Spoke the Creative Commons Board of Directors

Afro-ip.blogspot.com, here

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).


Friday, August 23, 2013

Justice Department scolds Apple while seeking lighter e-book penalties

Latimes.com, here.
Revised proposed remedy here

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.  

(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

Teens and Mobile Apps Privacy

Pew Research Center, here

Larry Lessig and EFF sue music licensing company over bogus YouTube copyright claims

Boingboing.net, 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).

One main objection to the Treaty, though, is that it fails to significantly improve the present situation, as imbalanced as it might be, because States could have already unilaterally enacted the same limitations and exceptions mandated by the Treaty, if only they had wished to. This might be true to some extent, but one should not underestimate the chilling effect on the enactment of national exceptions and limitations introduced by the overarching yet difficult to interpret three-step test. TRIPS obligations in particular have been energetically invoked in the past by different stakeholders arguing that specific exceptions and limitations in domestic laws would have been inconsistent with the three-step test. Against this unsettled background, the Marrakesh Treaty can be seen as an effective confidence building measure in respect to what a country can – at least - do for the benefit of the print disabled, and reliantly remain within the limits traced by the three-step test.

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.

Philip Morris Leads Plain Packs Battle in Global Trade Arena

Bloomberg.com, here

Are libraries ready for the big change?

Chan Heng Chee, here

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.

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. 

(To be continued)

Open access to research publications reaching 'tipping point'

European Commission, here

Privacy, Data Security and Trade: Policy Choices

Aspen Forum 2013, Panel, Video here

The Copyright Battle Behind 'I Have a Dream'

Theatlanticwire.com, here

Data mining: une nouvelle exception au droit d'auteur nécessaire?

Actualitte.com, ici

Tuesday, August 20, 2013

Open Internet Advisory Committee 2013 Annual Report

FCC, here

Public Lending Right Program: Options for Renewal

Canada Council for the Arts, here

Google’s Waze Acquisition Bears First Fruit As Mobile Google Maps App Gets Real-Time Incident Reports

Techcrunch.com, here

Drawing the Blueprint As We Build: Setting Up a Library-based Copyright and Permissions Service for MOOCs

L. Fowler, here

The FTC and the New Common Law of Privacy

D. Solove, W. Hartzog, here

My take on the WIPO Marrakesh Treaty/6

(Available episodes so far here).

Whilst it can be disputed whether the new WIPO Treaty is consistent with the history and spirit of the established legal framework, there is no actual provision preventing countries per se from entering into international agreements establishing maximum protection levels in the field of copyright law.

To see this, it should first be recalled that specific provisions enshrined in various treaties and conventions in the field, notably the Berne Convention, the Rome Convention, the TRIPS Agreement, the WCT, the WPPT, and the Beijing Treaty on Audiovisual Performances, contribute to the establishment of a rather complex international copyright system, at whose root lies the principle of national treatment, i.e. the non-discrimination rule in favour of foreign nationals from contracting states. According to this rule, the level of protection accorded to foreign works should not be lower than the protection granted to country of origin works. Put differently, whatever the level of protection under domestic law, the country is obliged to offer the same level of protection to nationals of other contracting countries. From its beginning, the international copyright system also contained obligations for contracting states to grant a minimum level of protection of foreign works, the so-called minimum rights. In the original 1886 Berne Convention, these rights were limited to translation, adaptation and public representation of dramatic or dramatico-musical works, but since those early days the area of minimum protection offered by binding international instruments has constantly and significantly broadened.

For contracting parties of the Berne Convention in particular, the relations to new international instruments are governed by Art. 20, which foresees the possibility to enter into “special agreements” among themselves “in so far as such agreements grant to authors more extensive rights than those granted by the Convention, or contain other provisions not contrary to this Convention” (emphasis added). Thus, the last part of the provision prevents a group of contracting countries from entering agreements among themselves providing a lower level of protection than the conventional minimum rights, if this is contrary to the Convention. Therefore, special agreements on limitations and exceptions, which by their very nature hamper the minimum Convention rights, are permitted only if they are otherwise Berne-compliant, i.e. if they are compatible with the three-step test framework set out in Art. 9(2) for exceptions to the reproduction right, or with other Berne exceptions or limitations, such as for instance Art. 10(2) covering teaching.

Furthermore, Art. 20 of the Berne Convention implies that contracting parties are prevented from entering agreements not affecting the minimum rights as such, but violating the principle of national treatment. The non-discrimination rule means that exceptions and limitations foreseen by a special agreement should equally apply to local and foreign works. In fact, if they applied only to foreign works, these works would be less protected than domestic works. Thus, if a country, in compliance with the newer agreement, introduced mandatory exceptions for foreign works without providing for substantially equivalent exceptions applying to domestic works, it would act “contrary to this Convention” within the meaning of Art. 20. 

(To be continued)

National Treatment in Copyright and Related Rights: How Much Work Does it Do?

R. Bruneis, here