"Road Map"
for Intellectual Property Rights
INTELLECTUAL PROPERTY (IP) broadly means the legal rights
which result from intellectual activity in the industrial, scientific, literary
and artistic fields. Countries have policies and laws regarding intellectual
property for three main reasons:
¡ö to protect the moral and economic rights of creators and the rights of public
to have access to those creations;
¡ö to promote creativity and the dissemination and application of its results,
to encourage fair trading, and thus to contribute to economic and social development;
¡ö to facilitate transfer of technology in the form of foreign direct investment,
joint ventures and licensing.
Creators and producers producers of intellectual goods and services are granted
the right to control their use for a defined period. That exclusive right is
generally subject to limits and exceptions aimed at balancing the legitimate
interests of rights holders and users.
Intellectual property is traditionally divided into two branches:
Industrial property consists of inventions, industrial designs and trade secrets
which can be protected by patents in order to stimulate innovation, design and
the creation of technology; trademarks and other signs which distinguish the
goods or services of one undertaking from others; and geographical indications
which identify a good as originating in a place that gives it special characteristics.
Trademark protection aims to stimulate and ensure fair
competition, and to enable consumers to make informed choices between various
goods and services. Patent protection is typically given for a period of 20
years, industrial design is protected for a minimum of 10 years, and trademark
protection may last indefinitely.
Copyright covers literary and artistic works such as novels, poems and plays,
films, musical works, artistic works such as drawings, paintings, photographs
and sculptures, and architectural designs. Rights related to copyright include
those of performing and architectural designs. Rights related to copyright include
those of performing artists in their performances, producers of phonograms in
their recordings, and those of broadcasters in their radio and television programs.
The main purpose is to encourage and reward creative work. Copyright extends
for a minimum period of 50 years after the death of the author.
THE TRIPS FRAMEWORK
Wide variations in the protection and enforcement of these rights around the
world became a source of tension in international economic relations as the
importance of intellectual property in trade increased. To introduce more order
and predictability and to settle disputes more systematically, new international
trade rules for intellectual property rights were sought during the trade negotiations,
known as the Uruguay Round, between 1986 and 1994. The result was an international
agreement on Trade-related Aspects of Intellectual Property Rights (TRIPS) under
the World Trade Organization (WTO). TRIPS tries to narrow the gaps in the way
these rights are protected around the world, to bring them under common international
rules, and to link with and build on obligations entered into under earlier
agreements, especially the Paris and Berne Conventions on Trademarks and Copyright,
respectively. When there are trade disputes over intellectual property rights,
WTO's dispute settlement system is now available.
When the WTO agreements took effect on 1 January 1995, developed countries had
one year to ensure that their laws and practices conformed with the TRIPS agreement.
Within a transition period ending 1 January 2000, developing country WTO members
completed much of the legislative reforms required for implementing the TRIPS
agreement. However, there is information on such reforms by least developed
countries, which have leeway for implementing the TRIPS agreement during a transition
period ending 1 January 2005.
For pharmaceuticals, the TRIPS agreement is structured so that product patent
protection will be mandatory for developing countries as of 1 January 2005,
except that the least developed countries have been granted an extension until
1 January 2016. This delay came about at the World Trade Organization conference
in Doha, Qatar, in November 2001, which issued a declaration that public health
needs must be weighed equally with intellectual property rights.
The road that led to the TRIPS agreement began with the Paris Convention for
the Protection of Industrial Property, created in 1883. Since then, many additional
international conventions and agreements have been drawn up, and in the past
forty years, two global and five regional organizations have been created by
cooperating governments (see box).
The creation of three of the organizations (EPO, EAPO and GCCPO) is linked to
wider projects of economic integration within the regions concerned. While the
same is also true of OAPI and ARIPO, the common legacies of the colonial past
(existence of a common official language, legal standards, etc.) also seem to
have played a predominant role in their creation.
| Short name | Full name | Year | Signers |
| Berne | Berne Convention for the Protection of Literary and Artistic Works (copyright) | 1886 | 144 |
| CBD | Convention on Biological Diversity | 1993 | 186 |
| Hague | Hague Agreement Concerning the International Registration of Industrial Designs | 1999 | 29 |
| Madrid | Madrid Agreement (and Protocol) Concerning International Registration of Marks (trademarks) | 1891 | 70 |
| Paris | Paris Convention for the Protection of Industrial Property | 1883 | 164 |
| PCT | Patent Cooperation Treaty | 1970 | 115 |
| TRIPS | Agreement on Trade Related Aspects of Intellectual Property | 1995 | 144 |
| UPOV | International Convention for Protection of New Varieties of Plants | 1961 | 51 |
There are no regional IPR organizations in south, southeast and east Asia, the Pacific, and the Americas. However, in southeast Asia, a framework agreement on IPR was signed some years ago at ministerial level, which established working groups to meet at regular intervals, and has led to the implementation of a common filing system for trademarks. Efforts in the Andean region led to the establishment of a common law on IPR for the six countries of the Andean Pact.
INTERREGIONAL ROLE OF THE EUROPEAN PATENT OFFICE (EPO)
When a foreign application arrives in a developing country, there is a 98 per
cent chance that it is also being processed by EPO. Its 4,000 technical scientists
and other experts probably constitute one of the largest pools of scientists
and experts in the world, not only in the IPR field. Its patents know-how covers
administrative and examination procedures, human resources development, documentation
techniques, patent information strategies, and information technology solutions
for patent offices.
| Short name | Full name | Year | Signers |
| Global WIPO |
World Intellectual Property Organization (Geneva) |
1893 | 179 |
| WTO | World Trade Organization (Geneva) | 1995 | 144 |
| Regional ARIPO | African Regional Industrial Property Organization (Harare) |
1976 | 15 |
| EPO | European Patent Office (Munich) | 1977 | 30 |
| EAPO | Eurasian Patent Office | 1993 | 9 |
| GCCPO | Gulf Cooperation Council Patent Office (Riyadh) | 1996 | 6 |
| OAPI | Organisation Africaine de la Propeiete Intellectuelle (Yaounde) | 1962 | 16 |
The EPO is probably the world's important provider of IPR technical
cooperation:
¡ö With multilateral financing from the European Union, EPO has assisted projects
in China, ASEAN countries, India, Vietnam, most eastern European countries,
and some countries of the former Soviet Union. Total project costs are almost
30.5 million euros from 1990 to 2005.
¡ö With its own resources, EPO has carried out bilateral projects in developing
countries almost since its inception. Current projects are in Africa, Arab countries,
China, ASEAN countries, India, eastern European countries, countries of the
former Soviet Union, and Latin America. These projects cost an estimated 18.8
million euros for the period 1996-2001 (excluding expert salary costs). The
EPO International Academy organizes training seminars for about 500 persons
per year, holds international topical conferences, and develops tutorial material.
EPO's information technology unit develops systems, tools, and online data bases
for patent searches and administration.
REGIONAL ORGANIZATIONS
1. Organisation Africaine de la Propeiete Intellectuelle (OAPI). OAPI (in English,
the African Organization for Intellectual Property) has 16 member states, of
which 14 are French-speaking. It serves as a registering office and can also
carry out novelty examination for trademarks upon demand. In 1999, OAPI received
341 patent applications (over 90 per cent from abroad) and 1,751 trademark applications
(97 per cent from abroad). Its fees generated the equivalent of about 3.46 million
euros in revenue for OAPI, apparently making the organization financially self-sustainable.
It was even able to provide technical assistance worth about 286,000 euros to
its member states. OAPI's 76 staff include 25 scientists, lawyers and experts.
After investing in information technology with assistance by WIPO and the French
patent office, OAPI is now linked to WIPOnet, and is developing its own IT system
for administering patents, trademarks, etc. It now seeks to enable full retrieval
and evaluation of technological information in the region's patent documentation,
and plans to create a regional training center with support by international
donors.
Of the original countries in OAPI, only Madagascar is left. Two non-French-speaking
countries have joined (Equatorial Guinea and Guinea-Bissau ). French-speaking
countries around the Great Lakes in East Africa have not yet chosen between
ARIPO and OAPI.
2. African Regional Industrial Property Organization (ARIPO). ARIPO has 15 member
states in English-speaking Africa. Ten additional states have observer status,
including Egypt, Nigeria and South Africa. Its revenues in 2001 were equivalent
to US$ 1,348,600. Of this, 96 per cent came from application, examination and
renewal fees for patents and the rest from trademarks and industrial designs.
The number of patent applications varies between 250-350 per year. In 2001,
there were 26 staff, of which 8 are at scientific/expert level.
Examiners at ARIPO assess patent applications in substance for novelty, inventive
steps and industrial applicability, and determine if patentability criteria
and requirements in the Harare Protocol on patents are met. They may also study
reviews done by other offices, such as EPO and the US and Japanese patent offices.
EPO is helping put into place a system for administering patents and trademark
procedures, creating a data base with patent documentation from the ARIPO states,
and working toward establishing a regional training center.
3. Eurasian Patent Office (EAPO) has a membership of six countries formerly
within the Soviet Union - Armenia, Belarus, Georgia, Kazakhstan, Kyrgyzstan
and Moldova. All six have intellectual property legislation which is compliant
with the TRIPS agreement. According to a recent EPO assessment, two of these
countries have a high capacity for substantive examination of patent applications
and have achieved full office automation (Belarus and Georgia),and three have
high capacity for local preparation of laws and policymaking (Belarus, Kyryzstan
and Moldova); the capacity ranking is lower for the other countries. The volume
of applications processed varied from a low of 94 patents per year in Kyrgyzstan
to 1,198 in Belarus, and from 1,571 trademarks a year in Armenia to 4,960 in
Kyrgyzstan.-
4. Patent Office of the Gulf Cooperation Council. The idea of establishing an
"Arab regional IP organization" has been mainly promoted by Egypt.
In the meantime, a regional organization for the Arab States of the Gulf (except
for Yemen) was created in 1996, with United Arab Emirates, Bahrain, Saudi Arabia,
Oman, Qatar, and Kuwait as members. This young organization seems to follow
a pragmatic approach in examining foreign applications, recognizing de facto
foreign results whenever possible. It has been recommended that GCCPO establish
a service to provide background technological information and documentation
searches for their national industries to help them decide whether to apply
at international level.
FUTURE STRATEGIES
A recent EPO study recommended future strategies for national, regional and
international development of intellectual property regimes, including the following:
1. Develop realistic concepts for the capacities, functions and methods needed
at national levels by small or medium-scale IP offices. (Many small countries
try to set up fully fledged patent offices, with search and substantive examination,
though they have difficulties with such simple tasks as registering titles.)
2. Promote cooperation within and between subregions, even by conditioning technical
assistance on the subsequent regional sharing of nationally acquired know-how
and facilities.
3. Use a south-to-south approach in training, study visits and conferences,
and support the establishment of training centers in the region, particularly
in the field of patent information retrieval and evaluation.
4. Make patent information readily available to other countries, other offices
and the public.
The following two articles are based on studies commissioned by the UK Government's
Commission on Intellectual Property Rights (CIPR), which was established in
April 2001 to "examine how intellectual property rights can work better
for poor people." See the CIPR website at www.iprcommission.org for more
information about CIPR's mandate and activities.