Ip master Guide


Ontario Assn of Architects v Assn of Architectural Technologists of Ontario



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Ontario Assn of Architects v Assn of Architectural Technologists of Ontario

  • Is a self-regulatory professional body a public authority for the purpose of adopting official marks?

    • whether AATO was subject to a sufficient degree of government

  • Control

  • Three part-test:

        • (a) there must be a duty to the public;

        • (b) there must be a significant degree of governmental control, and

        • (c) any profit earned must be for the benefit of the public and not for private benefit.

  • Public benefit and government control in the form of government supervision

  • Held: No significant degree of governmental control although the public benefits from the proper performance by the AATO of its functions.

  • Not entitled to “official marks”


Trade mark v. Trade Name

    • A trade name is the name under which you conduct your business.

    • A trade name can be registered under the TMA only if it is also used as a TM

      • Superstore doesn’t print their name on the goods like Starbucks does.

TM and ® signs

    • Not required by law to use symbols

    • TM can be used with registered or unregistered TM

    • ® can only be used once the TM is registered.

      • Help against defendant claiming innocent infringement – being unaware is not an excuse when a TM is registered.

    • You always get protection as long as you use it


Use

-For registration: use or proposed use is required

Proceedings to expunge (if not used)

Unauthorized use – accuse someone of using your TM (have to prove the TM as a TM)

Can defend through “proof of non-use”


  • “use” for wares, s.4(1); “use” for services s.4(2)

Use of mark on the ware itself:

At the time of the transfer of the property in or possession of the wares, in the normal course of trade, it is marked on the wares themselves or on the packages in which they are distributed or it is in any other manner so associated with the wares that notice of the association is then given to the person to whom the property or possession is transferred
Notice of association must occur at time of transfer of property:
Use in case of services:

If used or displayed in the performance or advertising


Syntex Inc v Apotex

COURT: Trademark must be related to plaintiffs wares. Notice of association is not created when customer buys the new product. No association at time of transfer of money for services.


Notice of association can occur on receipt, on package, in pamphlet/brochure included with goods.
Timothy’s Coffees of the World Inc v Starbucks Corp

Was there prior use by Timothy’s that could prevent Starbucks from registering?

Although they may have sold a large quantity, “Christmas Blend” on board was not enough to constitute a notice of association. Might need additional receipt marks or marks on box/packaging.
“When used in combination with other materials that show the trade-mark to the consumer at the time the wares are transferred, such as invoices”
Is a mark used when in a TV commercial, a flier or on the internet


  • Service - Yes

  • Wares - No

Misappropriation of marks for the sale of goods over the internet, through domain names and meta-tags?

Need not be in a “normal course of trade” for services – CMB Kabushiki Kaisha v Lin Trading

“Normal course of trade” in a relationship between a manufacturer (TM owner) in a foreign country and a distributer in Canada.

In a sale by the foreign trade mark owner to a Canadian wholesaler of wares impressed with his mark, “in the normal course of trade” resulted in the “use when product was sold to distrubtor, not to consumer.

Course of trade occurs at any time during the chain. Once the original sale is made to the Canadian company that is in the course of trade.
Gesco Industries Inc v Sim & McBurney

Does a trademark used in association with services applied to a product before it is sold constitutes “use” in association with services, independently of the wares (S.4(2), or just use in association with wares s.4(1)?

The services may be ancillary to the wares, but [still, TM is] used in association with the services.


  • Use of mark for promotional/charity purpose might not be “in the course of normal trade”, might be passing off instead


Use: Requirement for trademark registration

Must prove use for application, prove lack of non-use for expunging, use of alternative TM


Use of mark in association with wares (4.1)

    • Need to be known to be associated with good in some way (used on good or packaging or in any other form of creating notice of association)

    • Must be notice of association at time of transfer.

    • Must be used in the course of trade

    • Temporal dimension – connection at time between buyer and seller

  • Advertising on TV by someone else, action in passing off, maybe TM

  • Using a mark in a non-commercial context ……….?

    • Gifts and Donations do not count as use in normal course of trade

Use of mark in association with service, service mark (4.2)

Normal course of trade requirement not included


CBM Kabushiki Kaisha v Lin Trading

Was the sale to LIN the first use of the trademark in Canada? Or was it when item sold to end consumer.

Sale to Lin Counted as first use in Canada, in the normal course of trade.

Prevents licensed dealer from claiming monopoly over their TM.


Gesco Industries Inc v Sim & McBurney

  • Does a trademark used in association with services applied to a product before it is sold constitutes “use” in association with services, independently of the wares (s.4 (2), or just use in association with wares (s.4(1)?

    • Held; The services may be ancillary to the wares, but [still, TM is] used in association with the services.

“Stainshield” – wanted to register service mark as good. Claim: they may have advertised it or displayed it but not made “use” of it. No TM protection. If you use the advertising before good comes and someone registers the good before you,, they would have precedent.

Just because you developed the goods later on does not mean you didn’t use tm in relation to services


Registrability

  • s. S. 12(1): A TM is registrable if it’s not

    • (a) Primarily merely name or surname of an individual living or who has died within 30 years

    • (b) Clearly descriptive or deceptively misdescriptive in English or French of the character/quality of wares/services or of the conditions of production/persons employed in their production/place of origin

    • (c) Name in any language of any of the wares or services in connection with which it is used

    • (d) Confusing with a registered TM (confusing defined in s. 6(2); factors in s. 6(5))

    • (e) Mark prohibited by s. 9 or 10

Section 12(1)(A)



  • Is the mark:

    • (2) Primarily

    • (3) Merely

    • (4) Name or surname of an individual living/died in last 30 years?

Case: Canada (Registrar of Trade Marks) v Coles Book Stores Ltd applying tests from Standard Oil Co. v. Canada (Registrar of TM), [1968] 2 Ex. C.R. 523

Tried to register name: Cole

    • FIOR (fluid iron ore reduction) – primarily merely a name (was found in a phonebook)

    • A. Is it a word? (Can it be used as a mark? Yes)

    • B. Name or surname of an individual who is living? (Yes – phonebook)

    • C. Merely a name or surname? (No – invented for trademark purpose)

    • D. Primarily merely?

      • what would be the response of the general Canadian public to the word? Is its main/principal character that of a surname?

    • re Fior:

      • A person in Canada of ordinary intelligence and of ordinary education in English or French would be just as likely, if not more likely, to respond to the word by thinking of it as a brand or a mark of a business than as a name/surname.

        • Would they associate it with anything other than a last name. Just as likely or more likely to associate it with a brand rather than a name.

        • Internet age: may be easy to find, may be common in other countries

Cole:

  • Is it or word? Yes, but … obsolete as a word, used in coleslaw, no one knows why though

  • Is it a surname? Yes,

  • Merely a name or surname? Mostly used as a surname

  • Primarily merely?

    • A person in Canada of ordinary intelligence and of ordinary education in English or French would immediately respond to the trade mark “Coles” by thinking of it as a surname and would not be likely to know that “Coles” has a dictionary meaning

      • Most think of it as a name, cannot register it.

Given as a TM later, can become distinctive, acquire a secondary meaning that can be TM’d.


S.12(1)(B)

    • Depicted, written or sounded

    • Clearly descriptive or deceptively misdescriptive

    • In the English or French language

    • Of the

      • Character of the wares/services in association…

      • Quality of the wares in association…

      • Conditions of production

      • Persons employed in their production

      • Place of origin


Unilever Canada Inc v Superior Quality Foods Inc

Is “Better than Bouillon” clearly descriptive or misdescriptive of quality of product

SQF: Comparing its product to another product quality wise.


  • Is “BETTER THAN BOUILLON” as a mark clearly descriptive of the quality of the product?

    • clearly describe as a matter of first impression that the Applicant’s soups and soup bases are “better than bouillon,” contrary to s. 12(1)(b).

      • Doesn’t matter whether it is true or not

  •  Why prohibited?

    • Don’t want monopoly over words in public domain like “better than” – would limit scope of public domain for commercial traders to use.

    • Describing quality of product not allowed (quality can be different than character)

  •  All descriptions under the list in 12 (1)(b)

  • “Deceptively misdescriptive”: marks deceiving the public through false information.

    • Trademark law is designed to be a shorthand help, using this term is deceit

    • Eg. “Liver Dinner” for cat food with not much liver

  • Are descriptive always unregistrable?

    • s.12 (2): not, not if used in Canada by the applicant or his predecessor in title as to have become distinctive at the date of filing

      • “finger lickin good [kfc]” if used long enough, may acquire distinctiveness/secondary meaning and become registrable

    • Conditions in s. 14

12(c)


  • Is the mark the name in any language of any of the wares or services in connection with which it is used?

    • “Cerveza” – beer in Spanish, cannot be TM’d


General Foods Ltd v Carnation Co (1978), 45 CPR (2d) 282

  • The mark “INSTANT BREAKFAST” for use in association with wares: “fortified powder food for mixing with milk”

  • Held: the appropriate description in ordinary commercial terms for the applicant’s product is “instant breakfast.” … on the evidence, … the same situation pertained at the date of the filing of the application. 

    • The product itself is instant breakfast, (just like beer), essentially the same, cannot be TM’d

      • Restricting marketplace – every other person couldn’t use name of product.

  • Generic mark

    • Might have been distinctive in the past, generic now.

12A-C prohibits tm, but if they have become distinctive at time of filing, may be allowed to get TM


Distinctive

  • When does a mark becomes distinctive?

    • Secondary meaning. Acquires a reputation (Camel Hair Belt) (McDonalds)

  • Directly: name or surname or word that is descriptive or deceptive when used in association with a product may doesn’t distinguish a product

  • Indirectly: source

    • Reputation in connection with a ware

    • intensive sales or customer association through advertisement of those words or names with a product

  • Offensive marks. S 9 (1) (j) (Cannot be registered originally) (May still get TM protection)

    • Has it become distinctive enough to surpass vulgarity?

  • Confusing with a TM s.12 (1) (d) (or registration pending)

    • Cannot let someone come and register the same mark for a similar product

  • Geographical Indications for wines and spirits s. 12 (1) (g)-(h) (Comes from WIPO agreement)

    • Subsequent bilateral trade agreements allow some geographical indicators to be allowed Trademark protection.

    • GIs for Agricultural Products?

      • Okanagan Wine prevented from being tm’d

    • Secondary meaning? Consorzio del Prosciutto di Parma vMaple Leaf Meats Inc. (C.A.), 2002

      • Parma used by Maple Leaf for so long that it no longer references Italy, recognizes secondary meaning of maple leaf ham.


Automatically Protected Marks

S.9. (1) 



  • the Royal Arms, Crest or Standard;

  • the arms or crest of any member of the Royal Family;

  • emblem of the Red Cross, United Nations

  • Flags of States

II) Foreign Official marks: Once listed with WIPO s. 9 (1) (i)
Marks Protected after Public Notice (Must qualify as public authority)

I) Government Symbols



  • Arms, crests, and flags of Canada, its provinces, and municipalities

  • Armorial bearings by the Governor General

  • Armed forces

II) Public Authorities and Universities

  • Operating for the public benefit and subject to significant government control or financing

  • BLUENOSE

    • Province of Nova Scotia and the Bluenose II Preservation Trust Society

POSTAL CODE/CODE POSTAL

Canada Post vc Geolytica

Titles “physical therapist”, “physiotherapist”

The Canadian Alliance of Physiotherapy Regulators


Olympic Marks

  • Notify TMO, need not show “use” or proposed use.

  • distinctiveness or secondary meaning

  • Even if it conflicts with existing trademarks

  • Cannot be opposed

  • No procedure for removing unused or undistinctive marks

  • COC can easily oppose the registration of regular trademarks it finds objectionable

  • COC can even stop pending registration even if it already doesn’t have official mark

The Olympic and Paralympic Act

  • Enhanced protection to Olympic and Paralympic-related words, images and expressions

  • Easier to obtain injunctions to restrain uses in connection with business

  • Prohibits so called “ambush marketing”  marketing where you’re not supposed to during certain events (not allowing officially licensed advertisers to lose their market share)

Preferential level of protection that other TM’s do not need. Controversial as no need for use is required.

Domain names?


  • Register someone’s domain name as your trademark?

    • In principle you can, but you still may be passing off.

    • Regulated by CIRA, ICANN, the WIPO Domain Name Dispute Resolution

      • Technically not really trademark issues, resolved in the different channels

Register someone’s trademark as a domain name?

Technically you can as you are not using the trademark, but that can also be subjected to passing off.

If trademark is for services that are used in Canada, can prevent it from being used as TM


  • “use”?

  • Registered trademark well-known? depreciation of the goodwill

    • law society of BC: goodwill associated with its lawsociety.bc.ca and lsbc.org vs lawsocietyofbc.ca and lsbc.ca that linked with pornographic sites.

      • Able to stop them, no use as trademark but depreciates good will

Foreign registration?
Ownership of TM

  • A registered trademark owned indefinitely s. 46 (Renewed ever 15 years)

  • Licensed or transferred– s. 48, 50

License – allow use / Transfer – transf”er of property rights

Tommy Hilfiger Licensing Inc v Produits de Qualité IMD Inc

Defendant produced souvenirs that “explore canada” – flag design was similar to TH. TH company that registered trademark went through a number of transfers. It licensed its things appropriately.

IMD: Because of transfers, original owner is no longer associated. Has been transferred to so many owners that they would not know who the original owner is.

Court: license/transfer will have impact, but original transfer didn’t change anything. Goodwill was transferred appropriately.

IMD is a licensee, use of goods would still be attributed to owner. Logo still deemed to be owned by original owner due to: license and control

Para. 75: the use, the advertisement and the display of the trade-mark by the licensee will be deemed made by the owner if there is:



      • a licence

      • A certain control over the character and the quality of the wares.

If control over character and the quality of wares was lost, there could have been a slide into genericity, or a loss of distinctiveness.
Challenges to TM Validity

  • 1. Expungement proceedings under s. 45 – prove non-use for last 3 years

    • Must “use” mark in the way use is defined in section 4.

    • Defense: “special circumstances” for the non-use.

      • Gowling LaFleur Henderson case – gifting doesn’t constitute normal course of trade (gifts, donations, promotional) consignment counts.

    • Special circumstance: length of time trademark has not been used, are there valid reasons for non-use? (Was use difficult for reasons beyond ones control), is there a serious intention to shortly resume use.



  • 2. s. 57 action, grounds in s. 18

    • not registrable at the date of registration s. 12 and 13

    • abandonment see Promafil Canada Ltée v Munsingwear Inc (Abandonment cannot be assumed from non use) – Penguin case

  • Owner using bigger penguin, did the implicitly abandon slimmer penguin?

      • Must show registered TM no longer in use in Canada

      • Need to show intention to abandon mark.

    • person not entitled to register the mark s.16 (someone else using mark, can’t use my mark)

    • loss of distinctiveness


Infringements of Owner’s Rights and Remedies
Categories of Infringement

All categories include “use” but in differing forms.



  • Use of precise TM s. 19

  • Confusing uses of TMs s. 20

  • Uses that depreciate the value of goodwill s.22

  • Protection against passing off s. 7

    • Very narrow kind of passing off, only with respect to use of marks.


Confusion

becomes not distinct if consumers would be confused



  • Eligibility for registration s.12(1)(d)), s. 16

  • Unauthorized use of mark that is confusing with a registered trade-mark s 20

  • s. 6(2): Confusion arises if it’s likely, in all the surrounding circumstances (some set out in s. (6(5)), that the prospective buyer will think that the wares/services associated with both TMs come from the same person.

Two users of trademark that are substantial similarity. Confusion or likelihood of confusion comes into the picture.



Doesn’t matter whether goods from same class or category. Just depends on whether consumers cannot determine which source it belongs to or that the two marks belong to the same source.
Factors:

  • Inherent distinctiveness of the marks

    • Extent to which they’ve become known

    • Can be strongly or weakly distinctive.

      • If there are not many products that have similar marks, it might be strongly distinctive. Not the only factor

  • Length of time in use

  • Nature of wares/services/business

    • Likelihood of confusion by using the mark in association with non related goods is less.

    • Similar domain of products, more likely

  • Nature of the trade

    • Luxury items (champagne)

    • Commonplace, every day items

  • Degree of resemblance between two TMs

  • Other circumstances (not exhaustive)

    • Knowledge of similarity personally, fraud, intent to commit fraud or cause confusion etc




  • Actual confusion?

    • Need either actual confusion or possibility of confusion.

  • Onus?

    • Party that is trying to register (applicant) must try to prove its not confusing.

    • Opposing party: No need to actually prove confusion, must show likelihood.

  • Perspective for consumer confusion?

    • Average buyer

    • Attributes?

      • Ordinary hurried purchaser (ordinary caution, average intellect)

        • More money to spend than time

      • Imperfect recollection

        • Goodwill is perhaps all they will remember

      • Functionally bilingual

  • Identical marks or names may co-exist in similar, but quite different, lines of business without confusion

  • Famous marks?

    • Reputation spills over into other business. Buyers may infer a common source of trade.


Mattel Inc v 3894207 Canada Inc

  • Held: test is not whether mark is famous

    • Some trade-marks so well known that consumers would infer a connection in use with any wares/services Eg. Virgin Conglomerate : tv, internet, telephone, airline, insurance, superstores

      • Use of Virgin mark may be confusing given breadth of business they undertake.

    • Confusion analyzed in the totality of the circumstances

  • S. 6(5):

    • A) Is Barbie inherently distinctive?

      • Not really, just a womans name.

      • Created words are more distinctive

    • Other circumstances –evidence of actual confusion?

  • Character Merchandizing: Products associated with films or shows.

S & S Production Inc v Possum Lodges: “POSSUM LODGE”

Red Green show objected to registration of Possum Lodge, they used the “possum lodge” in every show. Could be confused as to being the same source.


Allegation of infringement is different then during the registration stage. Usually a stronger protection at the registration stage.
“Use” – S.19 – Use of same trademark

Need proof of use in technical sense (under s.4)



  • “Use” as a trademark, not any use

    • Notice of association at time of transfer, mark on goods, etc

    • Eg: X: “BROOKS” in association with shoes

      • Y: “BROOKS shoes: nearly same quality as Adidas but with a cheaper price”

        • Use: needs to be printed on shoe or mark is there at time of transfer. Use must be used to distinguish services or wares from others.

  • Nature and purpose of the use

    • If providing with consumers with information and not to distinguish source, it would not be infringement. How do consumers understand Y’s use of Brooks.

  • Consumers’ perception of Y’s use

You do not automatically exclude people from being able to use your trademark.
Must include use under s.4 and s.2

Use to confuse, reduce good will etc



Clairol International Corp v Thomas Supply & Equipment

    • Facts?

      • Clairol brought suit against Revlon due to using hair shade colours on boxes. Clairol has two trademarks to hair colour products

    • “Use” in s. 19?

    • 1) S. 4(1) deals with use in association with wares; s. 4(2) deals with use in association with services

        • Presence of defendants thing on plaintiffs package is use, was not in brochures

      • only the question of association or no association

        • There is association if there is printed marks on the package, but not for advertising purposes

    • Use via 2.b – Distinguish particular wares from others. Not used in this way.

    • 2) s. 19: “use” as a TM – definition of trademark for the purposes of distinguishing wares and services

      • Did use depreciate good will?

    • Held:

      • Looking at the packages, the marks Miss Clairol and Hair Color Bath are not intended to indicate and do not indicate to that the contents of the package are the defendants’ goods.

      • Unlikely that any prospective purchaser would be likely to be deceived by the marks, as they appear on the package, into thinking that they were intended to indicate the origin of the goods in the package.

      • No success under section 19 – doesn’t refer to use of defendants good when relating to (2.e)

First element: Use under section 4 with package not brochures

Second element: Relate s.4 to s.2(b) – if not used as trademark to distinguish goods, no infringement.
22(1): Use that depreciate value of goodwill


  • 1) “Use” to be understood as use which any person may make, in association with goods or services within the meaning of s. 4

  • 2) Whether the use is likely to depreciate the value of the goodwill attaching to the mark

    • A) Goodwill of a business distinguished from goodwill attaching to a trade mark

      • Is there goodwill? Must prove entitlement to claim under S.22

        • Secondary meaning or use of mark for use in specific good

    • B) “depreciate the value” of such goodwill

      • Reduction of the esteem

      • Direct persuasion and enticing of customers

        • They would be otherwise likely to buy from the original TM holder.

        • Purpose must not be underhanded. If it is informational that’s fine.

Did the use in the brochure depreciate good will?

Defendant must have used the mark as per S.4 as well as S.2(5)
Purpose was to appeal to Clairol’s customers habit of buying what they have bought before or that they would buy from Clairol at all.


  • Can’t use competitor’s trade mark for purpose of:

    • Appealing to competitor’s customers

    • To weaken their habit of buying

      • what they have brought before

      • the likelihood that they would buy competitor’s goods

        • the use made by the defendants of the plaintiffs’ trademarks Miss Clairol and Hair Color Bath on its packages was and is a use of them in a manner likely to depreciate the value of the goodwill attaching thereto within the meaning of section 22(1) of the Act

  • Use that emphasizes differences in services, products etc?

  • Use that suggests interchangeability?

    • interchangeable use of a mark that has goodwill= depreciation of goodwill

  • Use that merely creates mental association?

Use under s4,19,22 are different



Veuve Clicquot Ponsardin v Boutiques Cliquot Ltee
Clicquot upset with Cliquot using their name even though they are in different lines of trade.
Appellant: the fame of the VEUVE CLICQUOT mark for upmarket luxury goods is such that associating the name CLICQUOT (albeit misspelled as Cliquot) with a mid-range women’s clothing store robs the appellant’s mark of some of its luster, blurring its powerful association with top quality luxury goods, and thereby diluting the distinctive qualities that attract high-end business.

  • Held:

    • No evidence of “depreciation” or likelihood “of depreciating the value of the goodwill attaching” to the claimant’s trade-marks

    • Clothing didn’t diminish goodwill, consumers not mislead to think Clicquot is source.

      • Using it for any other good would “dilute [US]” it. Even if not related to original trade channel, still dilutes it. Doesn’t exist in Canada, but we have depreciation of good will.

    • Depreciation: super weapon which, in the interest of fair competition, needs to be kept in check

    • Use under S.19? – YES, allowed because marks are similar but different trades

Holding: Depreciation of good will doctrine must be very narrowly applied. Simply because consumers connect the two items, doesn’t let you get depreciation of good will remedy. If use is a strong linkage between dress shops and champagne, could end up depreciating. Must be strong connection not just mental association.


Use of someones mark isn’t defacto a depreciation of good will (can provide simple information)

Accurate information protects consumer information and shortcuts, not designed to protect marks

Take overall context for why information/competitors mark was used.
Cliquot – Eventually consumers view about the luxury item will diminish, but only if they link the products. If there is no connection there may be use but no diminishing of the good will.

It is ok for there to be a link, but not a strong one.


Parallel Importation

  • Importation of goods legally marked with TM in other jurisdiction, sold side by side with goods bearing same mark in Canada

  • Seiko v. Consumers Distributing

  • Heinz v. Edan Foods

    • Am ketchup, with Am TMs,

    • Confusing with Can ketchup with Can TMs?

      • Not whether product is lawfully imported: is it sold in Canada wrt confusing mark?

    • Mark virtually identical – confusion likely.

Different sources, same mark, technically legal. Upon testing, consumers confusion as to source

May lead to issues.

Cannot prevent parallel importation through trademark.

Injunction: Interlocutory or permanent

Damages/accounting of profits

Policy
IP – Policy




  • Started as monopoly in defined territorties – later had reciprocal protection through treaties.

  • Many laws are uniform across the world, countries amended laws to make them meet treaty requirement

  • Lots of pressure to create global relations after WW2 (United nations created for this purpose) GATT operated as additional framework

  • Dispute system was fairly unoperational in the beginning. When trade agreements were being renegotiated, IP issues were picked up and linked to international trade.

    • Negotiation originally was going to be restricted but became more a uniform set of norms and rules for everyone.

WIPO – dealt with public interest desire for regulation of IP outside of international trade.

WHO, FAO organizations dealt health/food safety concerns. Wanted to proceed with something that would help people be aware of their concerns.

UNCTAD – how is IP preventing the poor societies from growing? What about aboriginals


Cultural participation through technology – how should IP be seen in broader development context, not just commercial context (not just about rewarding innovator – engaging individuals in participation)
IP and Medicine: By adopting TRIPS agreement, some countries were required to grant patent rights on certain medicines. (Process of making ASPIRIN used to be granted). If you give a product patent for Aspirin, only one person can make it.

How does IP law support scientists efforts for tropical/3rd world diseases that can be cured and help to save lives compared to cosmetic purposes.

Right of farmers to propogate seeds vs crop manufacturer (Monsanto) – how do we deal with heritage seeds, blow by.
Modern copyright regime that recognizes individual contributions to the development of art and culture. What is the link
Open Source Movement
Changing IP attitude towards the internet, software patents, dna patents etc

Infringement

Software patent – tied to machine so its ok

Which party is infringing?

Section 42 – infringing – anything patent holder has the ability to do (Make the glasses)(Sell the glasses)

Indirect infringement / Direct infringement

Tina printed the items, solid print as well, eye candy.

Restrictions on use/sale/resale

Any possible defences 55.2 private use, non commercial/ repair?
Secondary infringement – how did their engagement get sponsored? Did it infringe?

First prove infringement by someone first

Did they knowingly exercise influence?
Q2 – Trademark act protects registered and unregistered but this is unregistered

Statutory passing off (7b) – still based on elements of common law. – ceib geigy

Federal courts have jurisdiction – increased expertise and knowledge

Provincial common law jurisdiction otherwise.

Was there good will associated with mark

Was there a deceptive use / misrepresentation


Opposing registration (4 prior use) – Mattel v “BARBIES”

Not exactly the same mark, confusing use. They had protection due to using exact same mark, can prevent use of confusing mark as well.


Q3 copyright infringement

Title?


Content of two books
Are lectures copyrightable? Structured yes – gould estate

Common law passing off, fair use

How were designs taken? Fair use cch and phone book cases.
Confusion

Prior use

IP MASTER FIRAC

Patents
Introduction and Justification
Teva Canada ltd v Pfizer Canada Inc
Facts: Teva brought a suit against Pfizer attempting to invalidate their patent over inadequate disclosure of the patent. As a generic drug manufacturer, invalidating the patent would allow them to begin marketing and selling Viagra in generic form. The disclosure listed “preferred compounds” which could be used in curing erectile difficulties. That being said, it wasn’t clear which compounds worked or which compound was the preferred method of implication.
Issue: What amount of disclosure is necessary for a patent to be granted?

What underlying issues frame the amount of disclosure necessary?


Ratio: The patent system is a quid pro quo wherein a monopoly is exchanged for public knowledge. The amount of knowledge needed for disclosure to occur is enough so that a skilled reader having only the specifications from the patent application would be able to implement the invention
Analysis: Teva claimed that it had to conduct a minor research project in order to figure out which compound was the active ingredient. The SCC states that enough information must be available so that the public can use it right away and be able to replicate it by just the necessary materials alone.

  • Patents are not accolades or awards, they are designed to stimulate the economy and creativity and provide an incentive for people to come up with something of utility. The government provides patent protection in order to assure them that their hard work will not be in vain

Policy: Do people only create patents for themselves? Are they interested for others? What about non-commercial patents or patents that people do not wish to commercially exploit?

Can also characterize the rights sought in the patent, what if you abdicate or assign all rights?


  • Clearly there is incentive to underemphasize the patent, makes evergreening easier, makes replication harder, makes selection patents harder.

Holding: Insufficient disclosure rendered


Teva Canada Ltd V Pfizer Canada Inc (Application Process)
Ratio: Held by courts that Concealment and avoidable obscurity are large factors in determining whether sufficient disclosure has occurred.

Section 27(3) Lays out disclosure requirements

Section 27 (4) – If one or more claims are void for failure to meet S.27/58 requirements, valid claims may still survive.

Section 53(1) – If proper disclosure is wilfully withheld for “purpose of misleading” – patent can be void

We must look to the whole of the disclosure and the claims to ascertain the nature of the invention and method of its performance”

Section 27(4) provides that the claim or claims must define the subject matter of the invention distinctly and explicitly” Here the failure of the disclosure was not the drug itself which was known, but the use to which the drug was being put IE: Using Sildenafil to treat ED.



Patentable Subject Matter
Harvard College v Canada (Commissioner of Patents)
Facts: Harvard was seeking to attain a patent on their “oncomouse”, a mouse genetically engineered to more susceptible to certain kinds of cancers. The Oncomouse has its DNA spliced with bacterial DNA that is known to promote cancer growth. This DNA is injected into a fertilized mouse egg which is then implanted into a foster mother and brought to term. The patent was denied as not falling under the subject of “invention” as per Section 2 of the patent act. It was deemed not to be a manufacture or compistion of matter as per the patent act.
Ratio: Higher life forms are not “manufactured” as per the dictionary definition, nor are they simply compositions of matter.

  • Manufacture is described as being the product of the “hands of man” analogies are not appropriate – dictionary definition (physical labor or mechanical power necessary)

  • Composition of matter refers to the checmical compounds, compositions and molecules in their base form, not in their matured form – explicit rejection of “anything under the sun” [US] approach (Bastarache)

    • Animals have numerous unique qualities that transcend matter (Bastarache)

Analysis: The courts pointed out that higher life forms possess characteristics that transcend simply the genetic material of which they are composed. Additional natural phenomenon such as the mothers composition, diet, environment etc all have an affect on the mouse. Lower life forms which can be manipulated to the point of being entirely uniform may qualify as “compositions of matter” (Diamond v Chakrabarty)



  • By including certain exhaustive definitions, parliament chose not to have “everything under the sun” – this logic intrinsically applies to higher life forms not being included.

The patent office allowed the process claims of creating the manipulated DNA but denied the resulting product. Binnie – Fertilized mouse egg + modified genetic material = composition of matter.
Policy: Where do we draw the line between higher and lower life forms, what justification exists in the patent act?
Amazon.com, Inc v Canada (Attorney General)
Facts: The patent commissioner refused to grant a patent to Amazon due to characterizing their “one click” shopping method as neither an “art” or a “prcoess”. Overturned at FCOA, Appealed to SCC. During the shopping, the customers information is stored as a “cookie”. If they return, they skip the tiresome re-entering of information and are simply allowed to complete the transaction. Once the click is executed, multiple processes take place.
Issue: Does the claim fit within either of the subcategories of “Art” (Method or Use)

Can a mere algorithm be patentable? Is Amazon’s program more than a mere algorithm?

Can a business method be patentable?

Ratio: “Use” is only a means to be applied, “Method” involves directing a person skilled in the art to take steps to reach the result. Every step in the method leads to the inevitable result tied to a physical good (a sold item) ergo it is a method. It also satisfies the “trying to solve a problem” stage of inventions as well.



  1. It must have a practical method of application

  2. It must be a new and inventive method of applying skill and knowledge

  3. It must have a commercially useful result

  • Mere algorithms are not patentable, when tied to a discernable physical result (art) it may become a method.

  • Business methods are normally not patentable but may be under certain circumstances.

Analysis: The courts adopted a purposive construction of the claims. The method of the patent created a discernable effect on the people using it. It changes the way people shop. The series of events that take place in the background thus constitute an art via method wherein a practical effect occurs. The business method itself may even be considered to be attached to a physical item (the computer and its goods). Unlike Bilski, the Amazon patent functions by itself. Bilski was simply trying to amalgamate tons of data with which someone would do what they pleased with it.


Can a business method ever be patentable subject matter?  By default: No

But, where a business method has a practical application it may be patentable.

BUT, there is no bare “practical application” test. (Always inevitable to be practical)

“A novel business method may be an essential element of a valid patent claim”


Final Note: Art must create a change either of character or of condition. Normally this applies to physical entities but technological innovations may expand past this necessity.
Bilski v Kappos [US]
Facts: Attempting to get a patent for a type of algorithm that would protect against price fluctuations in the stock market.
Issue: Can mere algorithms be patented? What are the limitations of “process” in the US
Ratio: Mere algorithms without transformational powers are not patentable where they once were. It must be tied to a machine in order to be patentable [Not so in Canada].
Holding: Not allowed
Improvements Thereupon [Selection Patents]
Apotex v Sanofi-Synetholabo Canada Inc
Facts: Apotex challenged the validity of Sanofis patent on the grounds of anticipation, obviousness and double patenting.
Issue: Are selection patents available in principle?
Ratio: Selection patents are available if “the selected compound is novel and possesses a special property of an unexpected character” that will be enough to get over the inventive step of the test.
Policy: Issue: Free riders might take out the most important part once it has been developed and squeeze the original owner out of its profits

Issue: Selection patents might allow for evergreening, constantly burrowing down within ones own patents.


Holding: Selection patent granted

Mere Scientific Principles or Abstract Theorems
Mayo Collaborative Services v Prometheus Laboratories Inc
Facts: Prometheus was seeking a patent to embody their research in a set of processes. The patents were for the use of thioprune drugs in the treatment of autoimmune diseases. Metabolites form after ingestion and due to people taking them differently, there was a need to figure out a method in which to best determine the right dosage sizes. They quantified certain levels of drug concentration that were either harmful or safe and the method of measurement to establish that fact.
Issue: Can you patent laws of nature?

Do their claims do more than describe the way the body works when utilizing these drugs?



Do their observations allow them enough clout to patent a law of nature?
Ratio: Laws of nature cannot be patented. When something is being measured outside of human intervention, it is not likely to be patentable.
Analysis: The process simply provided doctors with the proper information with which to execute their normal duties thereafter. It did not add anything beyond the sum of the parts taken separately and did not provide extra assurance.
Holding: Not patentable.
Association for Molecular Pathology v US Patent and Trademark Office (Myriad)
Facts: AMP was trying to dispute the patent owned by Myriad pertaining to severed and isolated DNA structures. Originally it was upheld, the matter was referred to the SCOTUS
Ratio: Isolated or chemically severed DNA is not patentable. Locating or identifying special pieces of the DNA does not separate the DNA from it’s true nature. Complementary DNA or cDNA is patentable assuming it is man made. Even if it contains some elements from naturally occuring DNA it may still be patentable as long as enough intervention occurs.
Analysis: Myriad’s patent claims stemmed primarily from the BRCA1 and BRCA2 genes which are naturally occuring and not unique. Chemically severing them and creating a non naturally occuring molecule is not enough to separate the constituent part from the entire element.
Policy: Were it so easy to simply chemically split a piece off, it could be done by multiple people with small alterations to create “new genes” every single time. Furthermore, this could result in a never ending “selection patent”-esque procession as people constantly drill down to “make” more unique structures.
Holding: Not a valid patent.
Schlumberger Canada Ltd v Commissioner of Patents
Facts: Schulmberger created a mathematical formula that interpreted the data coming from their boreholes in such a way as to make the data more accessible to the humans who would read it (charts, graphs etc). Schulumberger claimed the patent was for the complex process that rendered the data intelligible, not for just the data itself or for the computer program itself.
Issue: Can a mere computer program be patentable
Ratio: Mere programs are not patentable.
Analysis: Information that was once calculated manually was now calculated by computers. This is not enough to render something patentable. The useful information stemming from the boreholes is still there, and if one followed the process they could create the same graphics and charts. Making it easier to do so is not an invention.
Policy: Not helpful to patent computer programs as a matter of public policy. Things are moving too quickly, could stifle innovations.
Holding: No patent
Re: Motorola Inc’s Patent application No 2,0085,228
Facts: An algorithm was developed that tied directly into a piece of hardware (Read-only memory). Motorola didn’t want to prevent people from using the algorithm, but did want to prevent people from using it against the hardware in the way they envisioned.
Issue: Is attaching an algorithm to hardware enough to make it patentable?
Ratio: If the algorithm is tied to a device, and the device is the basis for the patent claim, the algorithm will be sufficiently tied to the invention to be more than a mere algorithm and thereby patentable.
Analysis: Where the computing apparatus is programmed in a novel manner so as to be tied hardware it is not simply existing in abstraction. This essentially helps to contribute to it being an art under the method understanding
Holding: Patent is fine.

Professional Skills
Lawson v Commissioner of Patents
Facts: Lawson was attempting to patent a certain kind of design with respect to residential area planning.
Issue: Can you patent a professional skill?
Ratio: No you cannot. The professional skill did not change the land physically, it was a mere abstraction or idea for the planning
Analysis: It is impossible to characterize the “champagne glass” planning method as an art as there is no physical to physical change occuring. Nor could it be considered a manufacture as there is no creation of anything. This is especially true as Lawson disavowed trying to patent the land itself (the physical entity). The blueprint might have protection under the Industrial Design Act or the Copyright Act.
Policy: There are overwhelming policy concerns for not patenting professional methods. This could potentially give doctors the right to have ownership over a type of surgery, or lawyers over a type of litigation style. The costs of policing this to both the regulating bodies as well as populace is too large to even comprehend. If a doctor invents a special kind of tool, that is fine, but the means for which he uses that tool cannot be patented.
Ending: No patent awarded.
Method of Medical or Surgical Treatment
Note:

Tennessee Eastman Co v Canada (1974): Section 41, since removed from the Act, restricted the scope of patents on substances prepared or produced by chemical processes and intended for food or medicine.

Old section 41 in patent act actually used to restrict scope of patents, had humane consideration built in.

Current act has no humane considerations but international administration consider them.
Higher Life Forms
Harvard Mouse – Considerations



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