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International Copyright and

Technology Issues: Legal, Political and Market Challenges

World Intellectual Property Organization (WIPO)

Copyright Society of the USA

Denver

March 17, 2008

Overview

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Copyright at WIPO

International copyright policy framework

WIPO Copyright Treaties

– Exceptions & limitations to copyright

WIPO Development Agenda

– World Summit on the Information Society

Impact of technology on copyright policy

Challenges

Future directions

Introducing WIPO

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United Nations specialized agency members - 184 Member States observers - 222 non-governmental organizations, 66 international organizations over 900 staff members based in Geneva (offices in Singapore, New York,

Brussels, Tokyo)

WIPO’s main activities

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Normsetting

– treaty-making processes

Providing international IP services to private sector

– registration services for patents, trademarks & designs

– dispute resolution (WIPO Arbitration & Mediation

Center)

Enhancing access to the IP system

– assist developing country members, as well as SMEs to use IP as a tool for economic, cultural & social development

– distance learning programs (WIPO Worldwide Academy)

– seminars, conferences, studies and documents

Updating international copyright law

Ongoing Process

updating copyright law to the digital environment

through treaties, and soft-law approaches

Regular meetings of Standing Committee on

Copyright and Related Rights (SCCR; most recent meeting, March 10-12, 2008)

International copyright framework

Multilateral treaties:

Berne Convention (1971)

 Rome Convention (1961)

 TRIPS Agreement (1994)

WIPO Internet Treaties (1996)

• plus free-trade agreements

WIPO Internet Treaties

WIPO Copyright Treaty (WCT)

• in force March 6, 2002 (64 States party)

WIPO Performances and Phonograms Treaty (WPPT)

• in force May 20, 2002 (62 States party)

• membership mainly developing countries, including

China, plus Singapore, USA, Belgium, Japan,

Australia..

Guide to the Copyright and Related Rights Treaties

Administered by WIPO (Ficsor, 2003)

WIPO Internet Treaties …

* ensure that rightsholders control dissemination of protected material over Internet, including right to make available

‘on demand’

• right of reproduction (temporary reproduction)

• right of making available

• limitations and exceptions for the digital age

• technological protection measures provisions

• rights management information

• generally updated:

• protection of computer programs and databases

• distribution and rental rights

• enforcement

• economic and moral rights for performers

• economic rights for producers of phonograms

Free-trade agreements

More than 300 FTAs worldwide concluded, or under negotiation

• involve trilaterals, bilaterals and harmonization talks

• most include chapters on intellectual property rights

• Example: US-Singapore Free Trade Agreement

• resulted in Copyright (Amendment) Act 2005, in force in

Singapore on August 15, 2005

• FTA requires:

• legal protection against circumvention of technological protection measures criminal penalties to persons wilfully and for commercial gain circumventing TPMs certain provisions regarding limitations and exceptions

Balance in the WIPO copyright treaties

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WCT negotiators recognized “the need to maintain a balance between the rights of authors and the larger public interest, particularly education, research and access to information as reflected in the Berne Convention” and

• the need to “provide adequate solutions to the questions raised by the new economic, social, cultural and technological developments”

“the profound impact of the development and convergence of information and communication technologies on the creation and use of literary and artistic works”

Limitations & exceptions to copyright

Current legal status

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3 step test - Berne Convention, TRIPS Agreement, WCT and WPPT

• certain special cases

• do not conflict with normal exploitation

• do not prejudice the legitimate interests of rightholders

Issues : challenge to maintain exceptions (eg fair dealing) in digital environment with use of DRM/TPMs

DRM tools used to manage rights when faced with increasing piracy of music, film, software, and emergence of P2P networks

use of contract to override exceptions

role of private copying exceptions in P2P context

Limitations & exceptions to copyright

Chilean proposal

Proposal by Chile on the Analysis of Exceptions and

Limitations (SCCR/13/5, 2005) http://www.wipo.int/meetings/en/details.jsp?meeting_i

d=9289

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Define minimum exceptions at international level in three areas:

Educational uses

Libraries and archives

Handicapped persons

Limitations & exceptions to copyright (WIPO)

 Study on Copyright Limitations and Exceptions for the Visually Impaired

(Sullivan, 2007) http://www.wipo.int/meetings/en/doc_details.jsp?doc_id=75696

 Automated Rights Management Systems and Copyright Limitations and

Exceptions (Garnett, 2006) http://www.wipo.int/meetings/en/doc_details.jsp?doc_id=59952

 Study on Current Developments in the Field of Digital Rights Management

(Cunard, Hill, Barlas, 2004) http://www.wipo.int/meetings/en/doc_details.jsp?doc_id=29478

 Study on Limitations and Exceptions to Copyright and Related Rights in the

Digital Environment (Ricketson, 2003) http://www.wipo.int/meetings/en/doc_details.jsp?doc_id=16805

Impact of technology on copyright policy

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New means of digital content delivery & licensing

– digital music services (iTunes)

– user-generated content (YouTube, MySpace, Second

Life)

– online audiovisual distribution (podcasting, vlogging)

– online publishing (Google Book Project)

– choice in licensing (Creative Commons, open source software)

– new technological protection measures, DRM control access to creative content

Challenges of technology

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* rapid development of pervasive distributed technologies

– evolution of peer-to-peer networks: Napster to Kazaa to

BitTorrent emergence of Web 2.0 “architecture of participation”

– user-generated content

– collaborative creativity “remix”

– commercial convergence of user-generated content sites exponential growth in number of Internet users, service providers and information sources

– broadband access, mobile telephones, digital satellite radio and TV (Internet protocol TV) convergence of traditional content, media and communications providers and telcos

Challenges of technology

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New business models

Distributed technologies & collaborative creativity

Web 2.0

Evolution of peer-to-peer networks (P2P) - Napster to

BitTorrent

User-generated content - YouTube, MySpace, Second Life

Online audiovisual distribution - podcasting and vlogging

Online publishing - Google Book Search Project

Licensing & Enforcement

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Digital Rights Management

Importance of TPMs and RMI recognized in WIPO

Internet Treaties

Current state of technical development

Policy issues

• Interoperability

• Appropriate use by copyright holders

• Relationship between DRM and fair use

 Study on Current Developments in the Field of Digital

Rights Management (Cunard, Hill, Barlas, 2004) http://www.wipo.int/meetings/en/doc_details.jsp?doc_id=29478

Licensing & Enforcement

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Standards and Interoperability

Standard setting bodies (MPEG, ISO..)

Rationale for interoperable ICT standards in digital content delivery

• interoperability and network value

• interoperability and rights management technologies legislative promotion of interoperability (France, iTunes) standard setting bodies (SSOs - MPEG, ISO, W3C, IETF)

“open standards” - IPR policies of SSOs

• licensing terms (RAND, FRAND, RF) role of patents in ICT technology and standards

Licensing & Enforcement

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Internet Service Provider (ISP) liability expanding definition of ‘Internet intermediary’ may include peer-to-peer (P2P) file sharing services, portals and auction sites effect of non-harmonization of legal treatment

WIPO Seminar on Copyright and Internet Intermediaries -

April 18, 2005

WIPO Paper “Online Intermediaries and Liability for

Copyright Infringement (Waelde, Edwards, 2005) http://www.wipo.int/meetings/2005/wipo_iis/en

WIPO Development Agenda

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Development Agenda process commenced WIPO General Assembly 2004 – proposal submitted by Brazil and Argentina and supported by a number of other countries

– to mainstream the “development dimension” into al of

WIPO’s substantive and technical assistance activities and debates

“Friends of Development”

14 countries + other developing and least developed countries

– various agendas (patents, trademarks, copyright, WIPO governance)

WIPO Development Agenda…

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Recommendations adopted by WIPO General Assembly

(10/07) ( 4 clusters):

Technical Assistance and Capacity Building

Norm-Setting, Flexibilities, Public Policy and Public

Domain

Technology Transfer, Information and Communication

Technologies and Access to Knowledge

– Assessment, Evaluation and Impact Studies

 Recommendations available at http://www.wipo.int/ip-development/en/agenda.html

WIPO & Information Society

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World Summit on the Information Society

– Two phases: Geneva 2003, Tunis 2005

– Declaration of Principles, Plan of Action, Agenda for the Information Society

– Follow up: Internet governance & IP (Athens, 2005;

Rio 2007)

WIPO Online Forum on Intellectual Property in the

Information Society (June 1-15, 2005)

– Report at http://www.wipo.int/ipisforum/en/

Possible future issues for WIPO copyright agenda

• Liability of Internet intermediaries

Interoperability and standards for DRM and RMI

Further work to improve protection of audiovisual performers

Expanding choice of licensing models, business models and tools to support them

Enhanced access to public domain material, orphan works

Copyright guidance for museums

Economic analysis of exceptions and limitations in the digital environment

Thank you

www.wipo.int

richard.owens@wipo.int

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