IP Factors

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stac8199
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53717
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IP Factors
Updated:
2010-12-06 23:22:40
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IP
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Factor checklists
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  1. Factors for determining what constitutes a TS
    • 1. extent to which info is known outside claimant's business
    • 2. known by EEs and others involved in the business?
    • 3. measures taken to guard secret?
    • 4. value of info?
    • 5. amount of effort/$ expended in developing the info
    • 6. ease/difficulty which info could be properly acquired/dublicated by others
  2. experimental use factors
    • 1. necessity for public testing
    • 2. amt of control by inventor
    • 3. nature of the invention
    • 4. length of test period
    • 5. payment?
    • 6. secrecy obligation?
    • 7. records of experiment?
    • 8. who conducted the experiment?
    • 9. degree of commercial exploitation during experiment
    • 10. invention reasonably requires evaluation under actual conditions of use?
    • 11. systematic testing?
    • 12. continued monitoring by inventor?
    • 13. nature of contacts made with potential customers
  3. nonobvious factors
    • 1. scope/content of prior art
    • 2. diff b/t prior art and claims at issue
    • 3. level of ordinary skill in the pertinent art
    • 4. secondary considerations
  4. level of ordinary skill factors (nonbovious)
    • 1. types of problems encountered in the art
    • 2. prior art solutions to those problems
    • 3. rapidity with which innovations are made
    • 4. sophistication of the technology
    • 5. edu level of active workers in the field
  5. secondary considerations (nonobvious)
    • 1. commercial success
    • 2. long felt need and failure by others
    • 3. awards and praise
    • 4. skepticism, teaching away, unexpected results
    • 5. licensing activity (acqueiscence)
    • 6. copying
    • 7. advances in collateral technology
    • 8. near simultaneous invention
  6. Teaching, suggestion, and motivation test factors (TSM test - nonobvious)
    • 1. interrelated teachings of multiple patents
    • 2. effects of demands known to the design community or present in the marketplace
    • 3. background knowledge possessed by PHOSITA
  7. undue experimentation factors (disclosure - patents)
    • 1. breadth of the claims
    • 2. nature of the invention
    • 3. state of the prior art
    • 4. level of PHOSITA
    • 5. level of predictiability in the art
    • 6. amt of direction provided by the inventor
    • 7. existence of working examples
    • 8. quantity of experimentation needed to make/use the invention based on the content of the disclosure
  8. damages for lost profits (patent infringement)
    • 1. demand for the patented product
    • 2. absence of acceptable non-infringing substitutes
    • 3. manufacturing/marketing capability to exploit the demand
    • 4. amt profit would have made
  9. utilitarian function factors (copyright)
    • 1. element nec for implemenation
    • 2. element increases efficiency of process
    • 3. external factors favor adoption of element
    • 4. element = standard in industry
    • 5. unprotected procedure, process, system, or method of operation?
  10. work for hire categories
    • 1. contribution to collective work
    • 2. part of motion picture/audiovisual work
    • 3. translation
    • 4. supplementary work
    • 5. compilation
    • 6. instructional text
    • 7. answer material for test
    • 8. atlas
  11. EE factors
    • 1. skill required
    • 2. source of instrumentalities/tools
    • 3. location of work
    • 4. duration of relationship b/t parties
    • 5. whether hiring party has the right to assign additional projects to the hired party
    • 6. right of artist to employ own helpers
    • 7. hired parties control over manner/means of accomplishing project
    • 8.whether creation in hirer's line of business
    • 9. control over when and how long hired party works
    • 10. method of payment
    • 11. EE benefits/taxes
  12. Fair Use factors (copyright)
    • 1. purpose/character of the use
    • 2. nature of copyrighted work
    • 3. substaniality of portion used in relation to copyright work as a whole
    • 4. effect on the potential market for or value of the copyrighted work
  13. injunction factors
    • 1. irreparable harm
    • 2. remedies at law inadequate
    • 3. balancing hardship b/t parties equitable remedy is warranted
    • 4. public interest not disserved
  14. secondary meaning factors (trademark)
    • 1. extent of sales/advertising
    • 2. length of use
    • 3. exclusivity of use
    • 4. fact of copying
    • 5. customer surveys
    • 6. customer testimony
    • 7. use of mark in trade journals
    • 8. size of company
    • 9. number of sales
    • 10. numbers of customers
    • 11. actual confusion
  15. LoC factors (trademark)
    • 1. strength of mark
    • 2. proximity of goods
    • 3. similarity of marks **
    • 4. evidence of actual confusion
    • 5. marketing channels used
    • 6. sophistication of customer
    • 7. D intent **
    • 8. likelihood of expansion
  16. Famous factors (trademark - dilution)
    • 1. duration, extent, and geo reach of ads and publicity of mark
    • 2. amt, vol, and geo extent of sales
    • 3. extent of actual recognition
    • 4. Act mark is registered under
  17. blurring factors (TM - dilution)
    • 1. degree of similarity b/t marks
    • 2. degree of inherent or acquired distinctiveness of famous mark
    • 3. famous mark exclusivity
    • 4. recognition of famous mark
    • 5. D intended to create association with famous mark?
    • 6. any actual association b/t marks
  18. cybersquatting intent factors
    • 1. dn consists of legal name of person
    • 2. bona fide offering of any goods/service
    • 3. noncommercial or fair use
    • 4. intent to divert customers
    • 5. financial gain
    • 6. false contact info
    • 7. history of cybersquatting
    • 8. mark incorporated distinct/famous?
  19. functionality factors (trademark)
    • 1. existence of expired utility patent claiming utilitarian advantages of design
    • 2. advertising emphasizing advantages of design
    • 3. registered v. unregistered
    • 4. product design v. packaging
  20. TS claim elements
    • 1. valuable information
    • 2. not generally known
    • 3. not readily ascertainable
    • 4. D acquired wrongfully
  21. misappropriation (TS)
    • 1. improper means (acquisition)
    • 2. disclosure (CR)
    • 3. material change in position after knowledge
    • 4. BoP on D
  22. possible ways of disclosure (TS)
    • 1. publication
    • 2. sale of product
    • 3. T disclosure
    • 4. accidental
    • 5. required
  23. proper means (TS)
    • 1. RE
    • 2. II
    • 3. public observation
    • 4. published literature
  24. patent elements
    • 1. PSM
    • 2. novelty/statutory bar
    • 3. utility
    • 4. nonobvious
    • 5. disclosure
  25. utility test
    credible, substantial, and specific
  26. types of disclosure (patent)
    • 1. written description
    • 2. enablement
    • 3. best mode
  27. novelty is denied if:
    • 1. known by others
    • 2. used by others
    • 3. patented
    • 4. published
  28. PSM
    • 1. process
    • 2. manufacture
    • 3. machine
    • 4. composition of matter
  29. excluded subject matter (patent)
    LAM
  30. types of patent infringement
    • 1. literal
    • 2. DoE
    • 3. direct/indirect
  31. patent defenses
    • 1. PHE
    • 2. argument based estoppel
    • 3. invalidity
    • 4. experimental use
    • 5. inequitable conduct
    • 6. exhaustion of patent rights
    • 7. patent misuse
  32. copyright requirements
    • 1. originality
    • 2. fixed in tangible medium
  33. unprotected elements (copyright)
    • 1. ideas
    • 2. process/method
    • 3. facts
    • 4. public domain material
    • 5. merged expression
    • 6. gov works
    • 7. common/std expression
  34. exclusive copyright rights
    • 1. distribution
    • 2. reproduction
    • 3. adaptation
    • 4. public display
    • 5. public performance
    • 6. moral rights (visual arts)
    • 7. anticircumvention
  35. idea/expression dichotomy (copyright)
    • 1.animating concepts
    • 2. functional principles/solution
    • 3. func building blocks
    • 4. merger doctrine
    • 5. thin copyright
    • 6. scenes a faire
  36. domain/scope (copyright)
    • 1. literary work
    • 2. musical work
    • 3. dramatic work
    • 4. pictoral, graphic, sculptural
    • 5. architectural
    • 6. motion picture
    • 7. sound recording
    • 8. panamime/choreography
    • 9. derivative works
    • 10. compulations
  37. useful article test
    conceptually and/or physically separable and independent
  38. copyright infringement elements
    • 1. actual copying
    • 2. misappropriation
    • 3. substantial similarity
    • (BoP on P)
  39. types of infringement (copyright)
    • 1. direct
    • 2. contributory
    • 3. VL
  40. defenses (copyright)
    • 1. fair use
    • 2. indpt creation
    • 3. consent/license
    • 4. copyright misuse
    • 5. 1st amendment
    • 6. immoral/illegal/obscene
    • 7. SoL
    • 8. first sale
  41. trademark heirarchy
    • 1. arbitrary/fanciful
    • 2. suggestive
    • 3. descriptive
    • 4. generic
  42. distinctiveness tests (TM)
    • 1. dictionary
    • 2. imagination
    • 3. usefulness to competitors
    • 4. actual use by others
  43. functionality tests (TM)
    • 1. use/purpose
    • 2. quality/value
    • 3. competitor disadvantage
  44. grounds to refuse registration (TM)
    • 1. deceptive
    • 2. scandalous/immoral
    • 3. disparage
    • 4. flag/symbol
    • 5. name of famous person
    • 6. resembles registered mark
    • 7. descriptive or deceptively misdescriptive
    • 8. geo descriptive or deceptively misdescriptive
    • 9. surname
    • 10. functional
  45. PR benefits (TM)
    • 1. constructive use/notice nationwide
    • 2. incontestability
    • 3. treble damages
    • 4. bar importation
    • 5. prima facie evidence of validity
  46. cybersquatting claim elements
    • 1. legit TM right in P
    • 2. identical/confusingly similar dn
    • 3. no D legit rights
    • 4. bad faith
  47. TM infringement elements
    • 1. use in commerce
    • 2. LoC
  48. types of dilution
    • 1. blurring
    • 2. tarnishment
  49. TM defenses
    • 1. genericness
    • 2. functionality
    • 3. abandonment
    • 4. fraudulent registration
    • 5. misrepresentative use of mark
    • 6. fair use
    • 7. antitrust violation
    • 8. rights of junior user
    • 9. equity
    • 10. nominative uses
    • 11. parody defense

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