Intellectual Property Notes For Gzu
Intellectual Property Notes For Gzu
Intellectual Property Notes For Gzu
INTELLECTUAL PROPERTY
LLB307
2019
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BRIEF OVERVIEW OF CONCEPT OF INTELLECTUAL PROPERTY
The following is the useful outline of the concept of intellectual property intellectual property
very broadly means legal rights which results from intellectual activity in the industrial scientific
literally and artistic fields. Countries have laws to protect intellectual property for two main
reasons. One is to give statutory expression to the moral and economical rights of creators in
their creations and the rights of the public in access of creations. The second is to promote as
deliberate act of government creations, policy and activity, creations are the disseminations and
application of its results and to encourage fair trading which would contribute to economic and
social development. Intellectual property protection therefore is intended to safe guard creators
and other producers of goods and services by granting the them certain time related rights to
control the use which is made of those productions. It is instructive to note that those rights do
not apply to the physical object in which the creations may be embodied, but instead to the
Traditionally, there are two industrial namely, industrial property and copyright . Intellectual
I.P
INDUSTRIAL PROPERTY
COPYRIGHT
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1. Literally artistic and scientific works
broadcasts
4. Scientific discoveries
5. Industrial designs
7. All other rights resulting from intellectual property in the industrial scientific literary and
artistic fields.
See article (viii) of the convention establishing the world intellectual property organization 1967
Literary, artistic and scientific works constitutes the COPYRIGHT branch of I.P
Performances of performing artists, phonograms and broadcasts are called related rights i.e.
products.
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NB. Scientific discoveries are not the same as inventions. A scientific discovery is defined as the
recognition of phenomena, properties or laws of the material universe not hither to recognized
discoveries, 1978.
The word intellectual property organization is one the specialized agencies of the United Nations
system of organizations. Its principal mission is to promote through the international cooperation
the creation, dissemination, use and protection of works of the human mind for economic,
cultural and social progress of all mankind. It is headquartered in Geneva in Switzerland overall
mission of WIPO
WIPO is involved in helping developing countries to receive the full benefits of creations of their
citizens of those outside the world. WIPO’s role is to assist them also in the preparation and
1. Serve as the secretariat of treaties concluded between states (it currently administers in
2. Registration activities, it provides a platform for the use of international treaties that create
the facility of a single procedure to apply for patterns and register trademarks and
industrial designs valid in up to all state party to those treaties. The following are some of
the international treaties which result in WIPO providing such a registering facility.
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(i) Patent cooperation treaties (PCT)
(iii) The Hague agreement concerning the international deposit of industrial designs.
(iv) The patent law treaty whose purpose is to stream line application procedures and it
c). assisting development countries to receive full benefits of the creation of their citizen in this
regard WIPO’s role is to assist them in the preparation and enforcement of laws in the
establishment of solid industries and administrations structure and in the training of appropriate
personnel.
d). WIPO’s cooperation for development program is closely interwoven with governmental and
inter governmental cooperation including WIPO’’s agreement in the world trade organization
WPO whereby WIPO assists developing countries in the implementation of WIPO’s agreement
e). Provides alternative deposit resolution between individual and companies through WIPO’s
organization (IGO) that facilitates cooperation among member states in intellectual property
matters, with the objective of pooling financial and human recourses and seeking technological
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advancement for economic technological, scientific and industrial development.It is
Establishment the Lusaka agreement of December 1976 which established its predecessor
ARIPO was mainly established to pool resources of its member countries in industrial property
matters together in order to avoid disputation of financial and human resources of the preamble
States are aware of the advantage to be derived by them from the effective and continuous
…………… of information and harmonization and coordination of their laws and activities in
Member states also recognized that the creation of an African refined industrial property
organization for the study and promotion of and cooperation in industrial property matters world
PATENTS
What is a patent – a patent is a document issued upon application , by a government office (or a
regional office acting for several countries) which describes an invention and creates a legal
situation in which the patented prevention can normally be exploited,(i.e. manufactured, used,
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An invention stated earlier is a solution to a specific problem in the field of technology. An
invention may relate to a product or a process. The protection conformed by a patent is limited in
Another way of looking at a patent is that the granting of a patent product rewards the
inventiveness of patentee by giving to the patentee, for the duration or term of the patent , an
exclusive right or monopoly rights to exploit the patented product which /he has invented.
The product entitled to protection is that specified in the claim of the patent as interpreted by the
The effects of the grant of a patent are that the patented invention may not be exploited in the
country by persons other than the owner of the patent unless the owner agree to such
exploitation. Thus while the owner is not given a statutory right to practice his invention, he is
given a statutory right to prevent others from commercially exploiting his invention, which is
frequently referred to as the right to exclude others from making, using or selling the invention.
The right to take an action against any person exploiting the patented invention in the country in
the country without his agreement constitutes the patent owner’s most important right since it
permits him to derive the material benefits to which he is entitled as a reward for his intellectual
effort and work and compensation for the expenses which his research and experimentation
NB. The state only grants the patent; it does not automatically enforce them. It is up to the owner
of a patent to bring an action usually under the civil law for any infringement of his patent rights.
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In a nutshell therefore, a patent is the right granted by the state to an inventor to exclude others
from commonly exploiting an invention for a limited period in return for the disclosure of the
invention, so that others may gain the benefit of the invention. The disclosure of the invention is
In Zimbabwe the relevant Act which governs all matters relating to patents is the Patents Act;
Act [Chapter 26:03]. It regulates the application, examination and granting of patterns in
Zimbabwe.
It also prescribes the effect of such grant; infringement and remedies available to a patentee in
It also establishes in section 3 a Patent Office headed by a controller of patents, trademarks and
industrial designs.
To be eligible for patent protection, an invention must meet the following pre-requisites
d) The application must render full disclosure of the technology of the invention (the
disclosure requirement)
In the Zimbabwean context, the requirements for patentability are contained in Section 2 which
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“Invention means any new and useful art, whether producing a physical effect or not, process,
machine, manufacture or composition of matter which is not obvious or any new and useful
improvement thereof which is not obvious capable of being used or applied in trade or industry
In order to be eligible for patent protection, an invention must fall within the scope of patentable
of subject matter. This is usually prescribed statute and usually defined in terms as the exceptions
to patentability.
The general rule however, is that patent protection shall be available for preventions in all field
of technology.
Examples of field technology which may be included from the scope patentable subject
processes for the production of plants and animals , other than biological and
non-biological processes.
4. Schemes, rules methods such as those doing business performing purely mental
5. Methods for treatment for human or animals for diagnostic methods practiced on
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6. Inventions whose commercial exploitation would contravene public or order or
morality.
Novelty
Novelty is a fundamental requirement in any consideration for the issuance of a patent. As stated
earlier, novelty is something which cannot be proved, only its absence can be proved.
An invention is new if it is not anticipated by the prior art. “prior art” refers to all the knowledge
that existed prior to the relevant filling or priority date of a patent application whether it existed
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The question here is whether or not the invention would have been obvious to a person
The rationale is that protection should not be given to what is already known as part of prior
art, or anything that the person with ordinary skills would deduce as an obvious consequence
thereof.
It should be used that novelty and inventive step are different criteria. Novelty exists if there
is any difference between invention and the prior art. The question “is there an inventive
step?” only arises if there is novelty. The expression inventive step conveys the idea that it is
not enough that the claimed invention is new. That it is different from what exists in the state
of the art but this difference must have two characteristics, firstly it must be inventive that is
the result of a creative idea and it must be a step, i.e. it must be noticeable.
Secondly, it is required that this advance or progress be significant and are essential to the
invention.
-the application must disclose the invention in a manner sufficiently clear for the invention
to be carried out by a person skilled in the art. The description should set out at least one
mode for carry out the invention claimed. This should be done in terms of examples where
appropriate , and with reference to drawings if any. In some countries the description is
required to disclose the best mode for carrying out the invention known to the applicant.
Legislation may however, make provision for opposing the granting of patent.
The grants for opposition are usually spelled out in the opposition
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Typically, these grounds are lack of novelty, industrial step, industrial applicability or
Section 17 of Zimbabwe patent act prescribed the time frames procedures and grounds upon
which a person including the state may oppose the granting of a patent.
The first task in drafting a patent application is the identification of the invention and this
involves summarizing all the necessary features which in combination solve a particular
according to once on judgment fulfill the requirement for patentability especially inventive
step.
Without going onto detail, the draft of the patent is required to comply with on the statutory
requirements for the submission of the patent including the disclosure requirements described
herein before.
Once that is done, the application is submitted to the patent office for consideration.
The patent office then examines the application to determine if it qualifies for a patent.
1. Examination as to form in which the application is checked ensure that all the
requirements necessary to give the application a filing date has been satisfied.
2. Search: here the objective is to determine the prior art is the specific field to which
the invention relates. In conducting the search the patent office checks its
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documentation, collection to ascertain whether any document exists which describe
a solution which is the same for similar to that described in the application.
If and when the examination has reached a conclusion favorable to the applicant that is to say all
the necessary requirements as to form and substance has been fulfilled and assuming no
opposition has been filed or that any opposition has been successful, the patent will grant office
INFRINGEMENT
Subject to certain limitations, a patentee acquires the right enforceable at law to decide who shall
and which shall not exploit his patented invention. He retains this right for the term of the patent,
a) Where a patent is deliberately infringed a 3rd party without any attempt to avoid the
infringement e.g. a straight copying of the invention with letter or minor variation.
sometimes it is difficult to determine whether the 3rd party in copying the basic idea of
the patent or he is genuinely attempting to work around the patented concept. This is
probably the most common form of infringement faced by patent owner and gives rise to
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c) Accidental infringement: usually occurs when different persons or entities are
simultaneously attempting to solve the problem with the result that they may come up
To establish infringement, the patent owner must prove all the following elements.
2) The prohibited act must have been done after the publication of the patent application or
3) The prohibited act must have been done in the country where the patent has been granted.
The task of the court in the determination of infringement is the assessment of the scope of
protection defined of the patent and whether the alleged infringement falls within that assessed
scope. In other words, the court attempts to determine what structure the language of the claimed
defines and whether or not the alleged infringing structure corresponds the structure defined in
- Are all the elements in the claim present in the alleged infringement.
- Do all the elements have similar the same relationship to other elements.
The claim only succeeds if all the above questions are in the affirmative (yes)
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NB. An infringing product of a process must include each and every element defined in the
claim.
DOCTRINE OF EQUIVALENCE
This is a doctrine which allows the courts to hold a party liable for patent infringement even
though the infringement devices process does not fall within the literal scope of the patent claim
The rationale for this doctrine that an infringer should not be allowed to continue his actions
where he basically makes use of the patented of the invention while merely substituting a variant
for an element of the invention which is equivalent technically and functionally to the element of
the contained in the patent. irrespective of whether the various used by the infringer turns out to
be an improvement or otherwise.
Equivalence is restricted to those cases where the variant or variant used by the infringer
function in substantially the same manner and produce substantially the same result as the
This is a court order in which the defendant is obliged to allow the plaintiff or the legal
representatives to enter the defendant in order to obtain evidence essential to the plaintiff case.
Section 48A of the patent act provides for the circumstances order which such an order may be
issued.
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Which court or /fora have jurisdiction to outline activities for patent infringement. See section 48
a) The I.P tribunal established in terms of section 34. The intellectual property tribunal art;
chapter 26:08
The alleged infringer may oppose the claim by challenging the validity of the patent in the first
place i.e. that the patent does not satisfy one or more of the requirement for patentability and as
such he may seek a revocation of the patent on the basis of lack of novelty, that the invention is
obvious, that the patentee has not sufficiently or fairly set out the manner in which the invention
is to be worked or that the invention is not useful. Section 6: 48 2A of the Patent Act. In some
jurisdictions the inquiry as to the validity of the patent takes place simultaneously with the
determination of the alleged infringement – in some jurisdiction the former enquiry will precede
NB. Section 25 of Zimbabwe patent act, provides that the term of a patent is 20 years calculated
from the day the application of the patent was lodged in the Patent Office.
Civil sections
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1) Award of damages, usually assessed from date of publication
4) Seizure and destruction of the tools used for the manufacture of infringing products
Selling an invention
The patentee must do some market research to establish whether or not there is a market for his
invention. It is also possible for larger cooperation’s and multi-national companies to take up
embryo or partially developed technology with a view to completing and thus gaining from the
An inventor can sell or licenses his product idea to a company equipped to manufacture it.
He can become a manufacturer himself either establishing a factory or contracting out production
COMPULSORY LISENCES
Licenses that are granted by the owner of the patent are a considered voluntary as distinguished
from compulsory or non-voluntary licenses. The beneficiary of a voluntary license has the right
to perform act covered by the exclusive right under authorization from the owner of the patent
from invention.
The authorization in a contract is called a license contract concluded between the owner of the
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In contrast, the beneficiary of an involuntary license has the right to perform acts covered by the
exclusive right under an authorization given by the government authority against the will of the
There are generally two categories of situations in which involuntary licenses may be granted.
a) in the event of abuse of the patent some countries provide for the of compulsory licenses
to prevent the abuses when output result from the exercise of the exclusive rights
conferred by the patent. Under article 5A (2) of the Paris convention failure to work is
b) in the public interest some countries provide for the grand of a non-voluntary license in
this case were a known voluntary license for reasons of public welfare including health,
See the following sections of Zimbabwe Patents Act s30A, s34, s31, s35
Article 31of the TRIPS agreement allows members to authorize third person to exploit a patented
invention, even against the will of the patent owner provided certain conditions are respected.
UTILITY MODELS
Some countries provide for the protection of what are referred to the utility models. This is
merely a name given to certain inventions particularly in the mechanical field. The difference
a) a smaller degree of process (inventive step will surface for utility models relative to
inventions)
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b) the period for protection is usually shorter.
- Paris convention for the patent of industrial property; 1883 as amended up to September
1979
Zimbabwe has domesticated PCT and the patterns act provide an s82A (3) that subject to this
The patent cooperation treaty is an agreement is for international cooperation in the field of
patents, it is largely a treaty and cooperation with regards to filing, searching and examination of
It is instructive to note that it does not provide for the grant of international patents. The task of
and responsibility for granting patents remains exclusively in the hands of the patent office of or
Any national or resident of a PCT country contracting state can file an international application.
International applications can be filed in most cases with the national office which will act as a
Adopted in 2000, the purpose is to harmonize and streamline procedures are in respect of
national of regional patent application and patents with exception for filing date requirements,
the PCT provides maximum sets of requirements which the office of a contracting party may
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apply. The office may not lay down any additional formal of requirements in respect of matter
TRADEMARKS
A trade mark can thus be defined as a sign, symbol, mark, indication used in relation to goods,
services in the course of trade distinguishing the goods of one enterprise. It is essentially a
commercial device.
Alternatively, it can be defined as an immaterial good which allows for the identification or the
distinction between differing products and services on the market.
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Article 15 of the TRIPS Agreement provides that:-
“1. Any sign, or any combination of signs, capable of distinguishing the goods or services of one
undertaking from those of other undertakings, shall be capable of constituting a trademark. Such
signs, in particular words including personal names, letters, numerals, figurative elements and
combinations of colours as well as any combination of such signs, shall be eligible for registration
as trademarks.
Where signs are not inherently capable of distinguishing the relevant goods or services, Members
may make registrability depend on distinctiveness acquired through use. Members may require,
as a condition of registration, that signs be visually perceptible.”
Essentials of a trademark
A trademark must consist of a “sign” or combination of “signs”, usually something that can be
represented graphically, and
Be capable of distinguishing the goods or services of the proprietor from those of competitors. The
capability to distinguish can be inherent in the mark, or acquired through use.
The essentials are captured in the definition of trademark in the Indian Trade Marks Act where a
trademark is defined as “a mark capable of being represented graphically and which is capable of
distinguishing the goods or services of one person from those of others and it may include the
shape of the goods, their packaging and combination of colours”.
A mark is defined in the Indian Act to include “a device, brand, heading, label, ticket, name,
signature, word, letter, numeral, shape of goods, packaging or combination of colours or any
combination thereof”
FUNCTION OF TRADEMARKS
Trade marks serve to address the information asymmetry between the proprietor and the consumer.
From the producer’s side, trademarks promote invention, protect investment and enhance market
share by securely identifying a product or service. From the consumer’s side, they facilitate choice
by identifying the product and guaranteeing its provenance and presumed quality (See Laugh It
Off Promotions CC v SAB International (Finance) BV, 2005 ZACC,7)
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A trade mark serves 4 primary functions
1) Badge of origin –source of the goods securing that mark. A trade mark’s claim of
monopoly rests not on conferring a benefit on the public in the sense of patents of
copyright, but on serving an important public interest in assuring consumers that they
are buying from the source from whom they think they are buying and receiving the
quality which they associate with that particular trade mark.
The essential function of the trademark is to guarantee the identity of the origin of the marked
product to the consumer, to distinguish the product or service from others which have another
origin. (See Canon Kabushiki Kaisha v Metro-Goldwyn-Mayer Inc, Case C-39/97 ECJ).
The essence of trade mark law is that one merchant shall not divert customers from another by
representing what he sells as emanating from another. The merchant’s mark is his authentic seal;
by it he vouches for the goods which bear it; it carries his name for good or ill. If another uses it,
he borrows the owner’s reputation, whose quality no longer lies within his control. (See Yale
Electric Corporation v Robertson 26 F 2d 972 (1928)[USA])
2) Badge of distinction – separates the product, branding. A trade mark differentiates wares of the
trademark owner from those of his competitors. The protection of trademarks is the law’s
recognition of the psychological function of symbols. A trademark is a merchandising short-
cut which induces a purchaser to select what he wants or what he has been led to believe he
wants.
3) Badge of quality
A trade mark must offer a guarantee that all the goods bearing it come from a single undertaking
which is responsible for their quality. While the guarantee of quality is not a legal one, binding the
proprietor, it is a commercial one. Lord Wright, in Aristoc Ltd v Rysta Ltd (1945) 62 RPC 65,
noted the concept of the owner of a mark holding himself out as responsible for the quality of the
goods sold under his mark.
4) Advertising device- marketing magnetism. Trade marks operate as a kind of shortcut to get
consumers to where they want to go, and in that way perform a key function in a market economy.
Trade mark law rests on principles of fair dealing. It is sometimes said to hold the balance between
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free competition and fair competition. (See Mattel Inc v 3894207 Canada Inc, 2006 SCC 22)The
owner of a mark exploits the human propensity to follow symbols by impregnating the atmosphere
of the market with the drawing power of a congenial symbol. The aim of a trade mark is always to
convey in the minds of the potential customers, the desirability of the commodity upon which the
mark appears. (see Mishawaka Rubber & Woolen Manufacturing Co v SS Kresge Co 316 US
203 (1942)[USA])
i) Trademarks – marks used in relation to goods in the narrow sense of the word
ii) Service marks - used in relation to services
iii) Collective marks – marks used by producers of either goods/services who produce
goods as a collective. It is not owned by an individual e.g. Herbstein Dairy
Investments.
iv) Certification marks – mark used by regulatory authority which certifies that a
product bearing that mark has satisfied particular standards eg. Heart
foundation.
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(2) All registers of trade marks established and kept under the repealed
legislation shall, under arrangements made by the Controller with the approval of the Minister,
be incorporated with and form part of the Register of Trade Marks established under subsection
(1) so, however, that such arrangements shall in no way be deemed to extend the term and effect
of any trade mark or certification mark registered in such registers beyond the term and effect
provided in respect of such mark by this Act, and the trade arks or certification marks so registered
shall be deemed to have been registered in terms of this Act.
(3) The Register shall be prima facie evidence of any matter required or
authorized by or under this Act to be entered therein or which was required or authorized by or
under the repealed legislation to be entered in a register of trade marks referred to in subsection
(3).
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Section 12 of the Act provides for distinctiveness as a requirement for registration in Part A of the
Register
“(1) In order to be registrable in Part A of the Register, a trade mark shall contain or consist of
at least one of the following essential particulars—
(a) the name of a company, individual or firm, represented in a special or particular manner;
(b) the signature of the applicant for registration or some predecessor in his business;
(c) an invented word or invented words;
(d) a word or words having no direct reference to the
character or quality of the goods or services concerned and not being, according to its or their
ordinary signification, a geographical name or a surname:
Provided that a word or words shall not be regarded as being, according to its or their ordinary
signification, a geographical name or a surname if the trade mark contains an additional essential
particular that makes the intended significance clear beyond doubt;
(e) any other distinctive mark:
Provided that a name, signature or word which does not, or words which do not, fall within the
descriptions in paragraphs (a), (b), (c) and (d) shall not be registrable under the provisions of this
paragraph except upon evidence of its or their distinctiveness.
(2) For the purposes of subsection (1)—
“distinctive” means apt, in relation to the goods or services in respect of which the trade mark is
proposed to be registered, to distinguish goods or services with which the proprietor of the trade
mark is or may be connected in the course of trade from goods or services in the case of which no
such connection subsists, either generally or, where the trade mark is proposed to be registered
subject to limitations, in relation to use within the extent of the registration.
(3) In determining whether a trade mark is apt to distinguish as
mentioned in subsection (2), the Registrar may have regard to the extent to which—
(a) the trade mark is inherently apt to distinguish as aforesaid; and
(b) by reason of the use of the trade mark or of any other circumstances, the trade mark is in
fact apt to distinguish as aforesaid.
(4) Where—
(a) an application has been made for registration of a trade mark in Part A of the Register;
and
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(b) before the date of the application—
(i) the trade mark was, with the consent and authority of the
applicant, used by a person other than the applicant and the applicant exercised control over the
character or quality of the goods or services of that other person in respect of which the trade
mark was used; and
(ii) the use of the trade mark by that other person was in accordance with any conditions set
out in the application referred to in paragraph (c); and
(iii) the connection in the course of trade that existed between the applicant and that other
person was made known; and
(c) an application has been made by the applicant and that other person for the registration
of that other person as a registered user of the trade mark; and
(d) the Registrar is satisfied that that other person would be entitled to be registered as a
registered user of the trade mark immediately after the registration of the trade mark;
the Registrar may, for the purpose of determining whether the trade mark is distinctive of the goods
or services of the applicant, treat the use of the trade mark by that other person as equivalent to
the use of the trade mark by the applicant.
(5) Notwithstanding anything to the contrary contained in this section,
a distinguishing guise shall only be registrable in Part A of the Register if—
(a) it has been so used in Zimbabwe by the applicant or his predecessor in title as to have
become distinctive at the date of the application; and
(b) the registration of that distinguishing guise, in relation to the goods concerned, is not likely
to limit unreasonably the development of any art or industry.
(6) A trade mark may be registered in Part A of the Register
notwithstanding any registration in Part B of the Register in the name of the same proprietor of
the same trade mark or any part or parts thereof.
(7) An appeal shall lie from any decision of the Registrar under this
section.”
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A trade mark establishes a link in the course of trade between a given enterprise and the good or
services which bear that particular mark. Distinctiveness is the first in the list of criteria the quality
for protection as a trademark.
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registration in Part A of the Register in the name of the same proprietor of the same trade mark
or any part or parts thereof.
- However, generic words cannot claim the protection of a trademark e.g. Water, oil, furniture.
- One can also not register descriptive words as trademarks as they are common heritage of us
e.g. Excellent, super, brilliant.
- One can also not register deceptive words, marks e.g. Impeccable.
- Marks that are contrary to public policy morality or which may offend any section of society
can also not be registered.
- All these criteria are subjective and each case is dependent on it merits.
#Laugh it off CC vs. South African Breweries International 2006 (1) S.A. 144
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- There are some underlying principles such as the principle of
McDonalds vs. Jo-burgers Drive Inn Restaurant 1997 (1) S.A. 31 (A)
-Thus it depends on the type of system used in the particular country. In Zimbabwe the FTR system
is used. In the USA they have shifted to the FTR system in terms of patents.
-All intellectual property is governed by Reg. Common Law applies only when the law is quite.
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whichever is the earlier, or, on such use being proved, to object to that person being registered in
the Register for that identical or nearly resembling trade mark in respect of those goods or services
under subsection (2) of section fifteen”.
Registration process
-define whether the mark that you intend to register is not subject to the criterion for non
registrability.
*See regulations
-The representation of the mark that is intended to be registered eg picture, logo or word – 10
copies in Zimbabwe
*See regulations
-The Registrar will then conduct formality examination to determine whether you have complied.
He then goes on to conduct a substantive examination to see if the absolute grounds for non-
registration as well as the relative grounds for rejection.
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If the grounds are:
-The publication gives any interested party a period of 2 months from the date of publication to
lodge an objection with the Registrar. The Registrar will forward the objection to the Applicant
and give them an opportunity to challenge it and thereafter he will convene hearing between the
Applicants and the Respondents where the parties can make oral arguments and they may give
evidence. The Registrar then proceeds to make a determination and an aggrieved party may appeal
to the Tribunal or the High Court.
-If no objection is received after 2 months then the Registrar proceeds to issue a certificate of
registration.
-The act also provides for a post grant projection upon which the Applicant’s file for a cancellation
of the mark and give good grounds as to why one did not do so within the given 2 months eg. The
mark was not supposed to have been registered in the first place.
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#classification of the goods/services within which the mark is registered.
#description of the goods/services
#statement on whether the mark is already being used or intended to be used.
#Claim for priority and the details of a prior application.
#power of attorney.
- The term of protection is for a period of ten years, subject to renewal ad infinitum from either
the date of filing or date of priority.
Principle of priority
- Arises wherever there are 2 registrations or more in respect of a similar mark. There are 3
levels on which trademark registration applies.
- When one files in both or all offices one is required to state the priority i.e. state that it was
filed in some other registration forum. The essence of priority is thus used mainly when
other parties seek to challenge especially in FTR country or system. The first date upon
which someone registered is thus called the priority date.
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- Always note that all IP rights are exclusive. They give you the right to exclude others from
using your mark in the course of trade.
i) Geographical scope
ii) Financial resources of the client
iii) Present portfolio of trademark assets
Enforcement of trademarks
1) Maintenance of a registered trademark – necessary because if one does not renew it will
be struck off the register.
2) Maintenance of the distinctiveness of the trademark necessity to avoid the trademark
becoming generic eg. Pampers, Colgate, Vim, Surf etc because the moment it becomes
generic it is no longer distinctiveness that may be struck off the register.
- A mark may also be removed if it is contrary to public policy (contra bonos mores)
- Validity of a trademark may also be challenged in Court. It can also be cancelled for lack of
use by the Court in an action of infringement passing off or by any interested party.
1. Affix the mark on goods, containers, packaging, labels etc. or to use the mark in any
other way in relation to the goods for which it is registered.
2. Right to introduce goods to the market under the trademark.
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3. Entitles you to use in advertising the trademark in question.
1) Right to exclude others from using confusing similar marks/marks likely to cause
confusion or deceptive marks.
Counterfeiting of Trademarks
-Use of confusingly similar marks in relation to similar goods the intention being to ride on
reputation of the original goods.
-Some Trade Marks are registered mala fide eg. to spite the originator of a certain mark. This
provides absolute grounds for refusal of registration.
-Deceptive mark in as much as there is more of relatively there are some elements of absoluteness.
-National symbols cannot be registered as Trade Marks. See Article 6 of the Paris Convention-
Registration obliged to keep a record of symbols, acronyms, emblems of international significance
or organisations.
-if a mark can be confused with pre-existing marks or style of a certain enterprise the registrar may
refuse to registrar.
See (i) Plascon Evans Paints vs. Van Rieback Paints (Pty) 1984 (3) SA 623
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Danco Clothing (Pty) vs New 1991 (4) SA 850 2001 (3) SA
941
-A mark can be rejected for being identical/objectively similar to that of another enterprise (relative
ground)
-A mark can also be rejected on the basis that it is identical to a mark which is the subject of earlier
application for registration (principle) of priority doctrine)
-A mark that is a translation of a well-known foreign mark eg. Red Bull Inkunzi Ebomvu.
-A mark which constitutes a reproduction limitation of registered Trade Mark which is well known.
McDonalds Co-op Pty Ltd. v Jo-Burgers Drive Inn Restaurant 1997 (1) SA 31 (A) & others.
Trademark Infringement
6 No action for infringement of unregistered trade mark
No person shall be entitled to institute any proceedings to prevent, or to recover damages for, the
infringement of an unregistered trade mark:
Provided that nothing in this Act shall affect the right of any person, at common law, to bring an
action against any other person for passing off goods or services as the goods or services of
another person.
-The purpose is the free ride on the reputation of a product with the purpose of misleading or
confusing the public.
-the difference between passing off and counterfeiting is thus that the former is a common law
remedy perculiar to unregistered Trade Marks. Counterfeiting is a statutory law remedy.
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where such use would result in a likelihood of confusion. In case of the use of an identical sign for
identical goods or services, a likelihood of confusion shall be presumed. The rights described
above shall not prejudice any existing prior rights, nor shall they affect the possibility of Members
making rights available on the basis of use.”
#Dilution – dimunition of the commercial value of the mark, it creates negative impression in
respect of the goods and services.
#Blurring – using mark in a different context which dilutes the distinctiveness of the Trade Mark
eg. KFC in a shoe business only occurs in respect of well known marks.
#Disparagement/ Tarnishment associating particular Trade Mark which concepts frowned upon
by the general public which weakens the marketing magnetism of a Trade Mark eg. Buddha
wearing a bikini.
Passing off
“Passing off:
This form of deception consists of taking unfair advantage of a trade reputation that P has built
up. This delict is committed when D by means of a misleading name, work or description or
otherwise represents that his business or merchandise is that of another so that members of the
public are misled. In other words, if D uses a business name, which he is not entitled to use so that
his business is mistaken for that of P’s and, in this way, he unfairly procures P’s customers or ---
---, P can obtain an interdict to prevent D continuing this practice and can claim damages for any
loss which he has suffered as a result of the public being misled.”
“The purpose of the action for passing off is to protect a business against
misrepresentation by a defendant that his business, goods or services are that of plaintiff or
associated therewith. The delict is committed in relation to a business that has acquired goodwill.
Goodwill is the totality of attributes that lure or entice clients or potential clients to support a
particular business. As passing off harms the reputational element of goodwill, plaintiff must
prove;
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1) that he has acquired a business reputation associated with his business
name.
2) that defendant has misrepresented his business, goods or services as
being those of plaintiff or associated therewith.
In order to do that, plaintiff must establish that there was a reasonable probability that members
of the public would be deceived or confused into believing that defendant’s business was that of
plaintiff. In this regard factors such as the nature of the businesses,how they operate, and the
localities in which they operate will be taken into account.”
(Per Professor G. Feltoe, a Guide to the Zimbabwean Law of Delict at page 199.)
Refers to the use either is respect of similar or dissimilar goods.
#Defences
#remedies available
Laugh it off Promotions vs. SAB International
Dilution of means of blurring – Rolls Royce mark used for candy, sweets etc.
Trade Mark Cases
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Freedom of Expression has limitations
Woolworths and company Zimbabwe (Pvt.) Ltd. vs. The W. Store and Anor
-The essence of an action for passing off as to protect a business against a misrepresentation of a
particular kind. In other words it protects against deception as to a trade source or business
connection.
Held: Applicant did not prove existence of a reputation of the quality for passing off.
-The Applicant is a registered company which has conducted retail businesses in that under the
name Bon Marche for over 14 ½ years. The Respondents conducted a partnership business at
Retreat Shopping Centre in Bulawayo under the name “Le Bon Marche” for babies wear and a
small haberdashery (mens wear in downtown)
-Applicant’s suing for passing off claiming that confusion will be garnered between the two names
and organisations (reasonable likelihood of public confusion)
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Held: In an enquiry of the action of passing off, the trade names must be considered from the visual
phonetic and ideological points of view. They must be considered not side by side but as member
of the pubic world see them, one after the other with a time lapse in between and having regard to
the likelihood of imperfect recollection. In passing off they must be considered not in abstracto
but in the form and under circumstances in which they are used.
-This involves having regard to all the surrounding circumstances such as the nature of the
businesses in question in question and the goods to which they relate, the types of persons who
constitute potential clients of such businesses and the conditions under which such businesses are
conducted.
-The criteria is not that of a very careful or very careless purchaser but an ordinary purchaser of
the types comprising the potential clients. Glick Trading vs. Clicks 1979 (2) SA
Held: Having regard to the surrounding circumstances and the geographical location of the 2
businesses there was no evidence of any confusion and as long as a Respondent restricted their
business activities to what they were, there was no reasonable likelihood of injurious confusion.
Kelloggs manufactured a cereal under the name Froot Loops. Willards manufactured one called
Fruit Hoops. Applicant suing for trademark infringement.
Held: For a mark to be a Trade Mark it must be used in relation to goods and services for two
purposes.
a) To indicate Trade connection between the goods and the person having the right
to use the mark.
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b) To distinguish the goods from the same kind of goods connected to any other
person.
- The word Fruit Loops is merely party descriptive and did not describe the essential feature
of the product namely that it is breakfast cereal. The words Fruit Hoops had an inescapable
similarity both usually and phonetically Cairns could have used any other word but chose
word similar to that of Kelloggs Cereal. Applicant upheld. Although the registration of a
Trade Mark did not interfere with the use by any person of any bona fide description of
the chc… of his goods.
-Marks and Spenser of the U.K. had devised ad registered a Trade Mark “St Michael” in a number
of countries in respect of Articles of clothing but neither it nor its subsidiary had registered the
federation nor had they sold goods in the Federation under the mark until 1960. Meanwhile
Greatermans of South Africa had decided to adapt the name and had registered in South Africa in
1943. A substantial portion is the citizen’s of South Rhodesia where immigrants from the UK
identified the mark with Marks & Spenser. Respondent applied for expungement of the name. It
won. Appeal on behalf of the Applicant.
Held: That the expungement could not be supported on the ground that the registration was
contrary to morality because of the manner of adoption of the words.
Held: Further however (dissenting) the use of the “St. Michael” was likely to deceive or cause
confusion and that it should not have been registered rightly expunged.
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in white pack, so the colour of the package was changed. On the pack appeared logo MMC drawn
in such way as to resemble a coronet.
Held: that in order to establish a claim of passing off, it was necessary to show that the Defendant
get up was calculated to deceive “as a whole” the decision must not be surrendered to any witness.
In consideration the court has to look not only to the distinctive features but also what the
purchasers would be likely to be guided by the general appearance and the whole get up of the
article.
-Whereas here the colours of the containers were similar, but the prominent mark were
distinctively different not only in shape but also in colour. There was no reasonable likelihood of
confusion.
Test
1.a) Outline and briefly explain the 4 functions of trademark (10 marks)
b) Define the term infringement as it relates to the law of trademark and explain the essential
ingredients of infringement as defined in the trademark act.
c) Outline and explain the absolute grounds of refusal for registration of Trade Mark.
2. State and explain 3requiement that must be satisfied before a final interdict can be granted
in respect of trademark infringement.
Answers
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Badge of distinction – distinguishes the goods of a particular enterprise from similar enterprises
competing with such goods in the market place.
b) Define starting from statute common law (case law) Definition of Trade Marks &
Infringement
- A mark can be genericized e.g. Vim has become so used that it has become a generic mark.
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-Marks can lose distinctiveness and become generic e.g. Aspirin.
A Trade Mark must be used in relation to goods/services. That must be a connection between the
goods and services and the mark.
- What can be used as Trade Mark? See Trade mark Act. Can one Trade mark a smell? Yes – First
registered in the USA in respect of tennis balls which have the smell of freshly cut grass. Was
never used in practice.
-E.U. (community trademarks register smell & taste marks)
*NB These are called non-traditional Trade Marks which should be distinguished from traditional
Trade Marks.
-Is there any justification for the expansion of IP Trademarks domain into non-traditional marks?
PATENTS
-A legal right granted by the state for an invention which gives the holder the right to
exclude others from exploiting their invention without their authority or consent.
-the exclusive right is granted in exchange for the disclosure by the inventor of his
invention.
-The process of patenting is in essence a quid pro quo in exchange for disclosure one
get protection generally for a period of 20 years from the date of filing see the concept
of priority as well as the social contract theory of Intellectual Property.
i) Novelty
ii) Inventive step
iii) Industrial applicability
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Advantages of Patents
Key Aspects
State of the Art/Prior Art
Anticipation
Making information available to the public
Test for novelty
-Any knowledge communicated by way of publication anywhere in the world may cause
anticipation of the invention.
ANTICIPATION
- An invention may be anticipated by oral disclosure, publications of an article anywhere
in the world.
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Given the prior art, the claim could have been foreseen.
A claim in a patent may be anticipated in two ways by the prior art:
Where the prior art describes something that is within the scope of the claim such that
it enables the invention as claimed to be worked. E.g. Where the prior art describes an
industrial process which is at the heart at what is claimed.
Where the inevitable result of carrying out what is described in the prior art falls within
the claim. E.g. Where carrying out that prior art process necessarily results in a
product or technical effect which is claimed.
2. Oral disclosure
Oral disclosures will not be capable of anticipating a patent if they were disclosed in
confidence . A state of Confidence can be implied or expressly given.
Visx Inc. v. Nidek Co ltd [1999] FSR 405
The patents in suit related to laser apparatus used to alter the shape of the cornea to
correct myopia, hyperopia and astigmatism. The defendant counterclaimed for the
revocation of the patents on the basis, inter alia , of a number of oral disclosures
including one alleged to have been made on a train.
HELD: the defendant’s counter claim failed because he could not show that the
disclosures had not been made in confidence.
3. Disclosure by use
The act or series of acts which constitutes use may be private or commercial use. It
does not particularly have to be use on a large scale.
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(b) Private use
Windsurfing International Inc v Tabur Marine (Great Britain) Ltd [1985] RPC 59
A twelve year old who had built a sailboard and used it for a few weekends was said
to have effectively anticipated a later patent for a sailboard which was declared
invalid for want of novelty.
Publication
Publication here includes books, articles, patent applications filed before the priority
date of the patent in question, discs ,tapes etc...
If the description in the prior document differs from the claimed invention even in a
small respect, as long as the difference is a real one for instance none recital of a
single essential integer, there will be no anticipation. - Netlon v Pacnet Proprietor
LTD 1977 3 SA 480 (A)
The disclosure whether written or oral must be sufficient to anticipate the patent.
Visx Inc. V Nidek ltd [1999] FSR 405
The alleged oral disclosures were insufficient to anticipate the patent.
Inventure Step
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An invention is considered to involve an inventive step, if depending the state of the
art, it is not obvious to a person skilled in the art. Art.56 EPC
Biogen Inc. vs. Medeva (1997): addition of a new idea to existing knowledge.
Define state of the art: for the purpose of considering inventive step the Art.54.2(EPC)
defines:
Technical progress is not a requirement for patentability;
The extend for monopoly technical should correspond to and must be justified by the
technical contribution to the art.
-Must not be obvious to a person skilled I the art as of the filing date. Who is a skilled I
the art?
Tests for Inventive Step (the approach used by the Board of Appeals)
1. Problem vs. Solution approach: The Board of Appeals apply this approach
to access inventive step :
a) Identify the closest prior art;
b) Assembling the technical effects achieved by the new claim of the invention when
compared with the closest state of the art;
c) Define the technical problem to be solved as the object of the inventor to achieve
these resorts.
d) Examine whether or not skilled person, have a regard to the state of the art within
the meaning of Art.54(2)EPC, would have suggested the claimed technical
features in order to obtain the results achieved by the claimed invention.
e) The Board frequently cite the Art.27(1)(c) EPC as the basis for the problem vs.
solution approach.
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-Although, the problem vs. solution approach is not mandatory, its correct application
facilitates the objective assessment of inventive step.
Industrial Application
Invention must not be for ornamental purposes. It should be made industrially or can
be used in industry.
i) Plant and animals other than micro organisms & essentially biological
processes for plants and animals.
ii) Surgical & pharmaceutical processes for humans and animals
iii) Also see Article of the TRIPS Article 9, 30, 6, 7, 8
-Inventor or his successor in title. Where two or more persons have made the same
invention the principle of priority applies as to who has filed first.
-Inventor or his successor in tile were 2 or more persons have made the same invention
the principle of priority applies s to who has filed first.
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(a) diagnostic, therapeutic and surgical methods for the treatment of humans or animals;
(b) plants and animals other than micro-organisms, and essentially biological processes
for the production of plants or animals other than non-biological and microbiological processes. However,
Members shall provide for the protection of plant varieties either by patents or by an effective sui generis
system or by any combination thereof. The provisions of this subparagraph shall be reviewed four years after
the date of entry into force of the WTO Agreement.
1. Title – gives a broad description of the invention that one seeks to protect
-It is a concise statement that summarizes the essential aspects of the invention in
question.
3. Claim – defines the exact nature of the invention for which protection is
sought. The claim is very important for purposes of enforcement of a Patent.
a) It defines the safe habour or freedom to operate this if not property
defined is open to manipulation people invent around the safe harbour.
b) It defines the protection of the Patent itself as the boundaries of what
is set are what one has protected.
4. Disclosure
-This seeks to strike a balance between the interests of the inventor and the broader
community interest. The disclosure should be in a sufficient degree from others to be
e to appreciate the invention. The registrar may object to the registration if the
disclosure is not clear enough.
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1. Members shall require that an applicant for a patent shall disclose the invention in a manner
sufficiently clear and complete for the invention to be carried out by a person skilled in the art and may
require the applicant to indicate the best mode for carrying out the invention known to the inventor at the
filing date or, where priority is claimed, at the priority date of the application.
2. Members may require an applicant for a patent to provide information concerning the applicant’s
corresponding foreign applications and grants.
-Members may provide for exceptions in limited instances provided that they do not
unreasonably defer the rights of the patent holder and also in view of 3rd parties.
-TRIPS has been branded as one size fits all mechanism for IP Rights. While others such
as the Paris Convention simply provides standards of IP Protection. The TRIPS actually
creates obligations on member states. If one does not comply with TRIPS the country
will be taken to WTO Disciplinary. See WTO vs. China. After its conclusion in 1994
developing countries were given 10 years to change at laws to conform with the TRIPS.
An incentive for Trade was given in order to sign the TRIPS Agreement. However 3
accommodate for the different levels of development of countries. These were called
exceptions or flexibilities.
The wording of article 13 actually says “may” it is not peremptory. Some exceptions
are certain while others are limited eg.
Article 31
-Provides for other uses without the authority of owner. It has provisions for compulsory
licences. Section 35 of the Zimbabwe Patents Act provides for the right of government
to authorize any individual or corporate to exploit a Patent without the authority of the
owner in situations of national emergency.
i) Government use
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ii) Compulsory licence
1. Compulsory licence
-The justification differs in this case it was the right to life, health vis a vis.
-Zambia issued a C.L in 2003 in respect of ARVs once again and authorized local
company. Mozambique also partook. In Zimbabwe the drug produced was not protected
in the country but gave a 2% royalty. They did not understand that Intellectual Property
Rights are territorial Zambia is also classified as least doped country, account to the
TRIPS they were given up to 2016 to comply with the Trips Agreement. Prior to TRIPS
the pharmaceuticals drugs in Zambia were not protected due to public policy. Zambia
failed to make use of the exceptions or flexibilities. In Zimbabwe paragraph 3.5 of the
Patent Act provides for use of Government Order; the concept of a compulsory licence
should be carefully analysed in the realm of Intellectual Property.
-Developing countries are at liberty to expose to other developing countries any excess
of drugs which they produce. This was meant to reduce the economic impact of drug
production.
Discuss the balance between community good and rights of a patent holder – consider
Article 30 of the TRIPS. Is there balance?
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1. Novel or New
2. Inventive Step
3. Capable of Industrial Application
1. Novel/New
It must not have been anticipated by prior art and it can either be relative/absolute.
There must not be anything published anywhere in the world. Relative restricts to
geographical area eg Zimbabwe. Absolute European Patent Protection and may relate
to secret …..Red Blackberry Case Study, Research in motion.
Prior Act
Comprises all matters available to the public before priority date when written/oral
description or by use or any other way. Put differently all disclosure to the public
whenever and however made will be regarded as prior cut and it destroys novelty to
the invention. To be new invention must differ from prior art in some specific respect.
The matter does not include that which would not have been discovered during the
course of a diligent search. General Tire & Rubber Co. vs. Firestone Tyre & Rubber Co.
Ltd. [1972] RPC 457.
*Novelty is really question of whether the invention has been anticipated, for example
by previous patent or by publication could have occurred anywhere in the world.
-Published would mean being made available to the public and a document shall be
deemed to be so if it can be inspected as of right at any place by members of the public
author on payment of a fee.
Anticipation
Is based on premise that given the prior art the claim of invention could have been
foreseen. Claim may be anticipated in two ways:
i) With prior art describes something within the scope of eth cli much that it can
enable invention as claimed eg. Prior art describes industrial process at
centre of what is claimed.
ii) The inevitable result of carrying out what is described in prior art fails within
the claim eg. Where carrying out prior art necessarily results in product
or technical effect claimed.
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iii) The inevitable result of carrying out what is described in prior art fails within
the claim eg. Where carrying out prior art necessarily results in
product/technical effect claimed.
-Is judged by considering how a prior publication would be construed by person skilled
in the art. Reasonable man test extension. The prior publication must contain a clear
and unmistakable direction to do what the patentee claimed to have invented.
i) Publications
ii) Oral disclosure
iii) Disclosure by use
iv) Exhibition
i) Publication
Includes books, articles, patent applications made before the priority date, discs tapes
etc.
Industrial Designs
-WIPO – ornamental aesthetic aspects of an article ie. the physical appearance on an
article. The feature of shape, configuration, pattern etc or a combination of these
things.
-The concept emerged with the industrial revolution and the advent of mass production.
Manufacturers wanted to distinguish their products by the way they look. With the
industrial revolution came a situation whereby a performance of products would
become more or less the same. Thus the whole desire was that when the customer
chooses their product is desirable.
Subject matter
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-protects product with practical purpose eg. Coca cola bottle. The configuration must
be such that it can contain a liquid, human beings, animals, and plants cannot be
protected by practical design.
-There are mainly two types of Industrial Design ie the following:
-People are concerned about the appearance of an article rather than the utility.
Businesses are also interested in competitive advantage, visual appeal, look for style of
the goods that they buy.
-First impressions have a lasting impact on the customers industrial designs influence
consumer choices. Visual appeal is an important factor.
-They can be an instrument of market segmentation. Industrial design can influence the
development of new market
Lasting impression
-Complete an application form and file with the relevant office IP, with the drawings
of the designs and in some countries statement of novelty is required.
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-There is a limitation between the time of registration and the date where the design
was made.
Duration for protection
-In Zimbabwe, they are protected for 10 years, renewable for a further 5 years, giving
a maximum of 15 years. European Union 25 years, USA 14 years.
Unregistered designs
Some legislation provides for protection of unregistered designs but Zimbabwe does
not. Law should be made to provide for these instances. In the European Union design
must be registered within 3 years.
i) New or original
ii) Individual character
i) Are there any known identical modes that are known that have been adopted
before. Is there any other model identical to the design that is being
claimed. It is an objective test. Is there objective similarity?
ii) The design must not be dictated by technical function eg a crane
shaft/exhaust pipe. Its design must not be so because it has to be so.
-Design must not contain official emblems. It must not be contrary to public order or
morality eg. Deception of Christ on beer bottles or should children on a cigarette pack.
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Industrial Design Copyright
What rights emanate from the holder of a particular right? Eg. Trade mark holder.
Important viewpoint always look at the jurisprudence.
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All products with a practical purpose can be protected by ID Economics of Designs
-consumers attach particular importance to the visual appeal of the clothes and shoes
they buy or look the style of gadgets or cars.
-The appearance of an article certainly counts in making a first and last impression on
a customer and often play a decisive in the final decision to buy or not.
-Smart business take note of changing consumer tastes to develop and deliver.
-ID influence customer choices fridges 1930 eg. ID. C intervene development of new
markets altogether..
-Differentiation
-Customer relations trust
-Variety
-Recognition and profitability
Grace Period
-In some countries, legislation allows for a grace period for registration from the
moment a design was made public, disclosed or published. This takes care of display of
unregistered design at exhibition trade show, published in a products catalogue or
advertisement.
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-period varies from country to country but usually within 6 months.
-In Zimbabwe a notice of intent has to be filed with the register and the min…. must
the issue a certificate for the design to be exhibited without asking the novelty of the
design. It is often advisable to keep the design confidential until after applying for ID
protection.
Registration by ARIPO
The Designer
-This is the person who creates a design. Creation should be interpreted as having the
idea for the design. Were the design is not commissioner d not created in the course of
employment the designer will be first owner of the design right. The employer or
commissioner will be first owners of eth design created in pursuance of commission or
in course of employment. Joint creation is not possible but joint ownership is possible.
-New original design there has not been any known identical model that has existed
before.
-Individual character – designs must not be dictated by technical function, must not
contain official symbol or emblems must not be contrary to public order & morality.
Novelty
Originality
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-the design right may only subsist in designs that are original. It should not be copies
but should be the creators o….. effort. The design must reflect the cronamental…..
content of the designer.
Individual character
-refers to the overall impression the design gives upon an in…..d user in comparison
with a known design. The visual impression upon the informed use must confirm the
difference from other designs. The comparison is the determine if something has indeed
been designed.
Technical Functionality
-This avoid hindering technical innovations that may encroach on the functional
feature’s of a design. The design is protected while the article 2 is not.
-The design must be tangible, the precise subject of the design must be known.
Disadvantages
#designs last for 15 years Zimbabwe while registering Trade Marks can be potentially
renewed indefinitely.
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#There is a novelty which does not exist for registered Trade Marks
#Designs protect only goods and not services.
#Designs may be more vulnerable when challenged
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