roving seminar on wipo services and initiatives organized ... · the global innovation index...

Roving Seminar on WIPO Services and InitiativesOrganized by the World Intellectual PropertyOrganization (WIPO)In cooperation with the Italian Patent and Trademarks Office (UIBM)

TurinApril 21, 2015

UN’INTRODUZIONE ALL’OMPI:QUADRO LEGALE INTERNAZIONALE E PRINCIPALI STUDI ECONOMICI SULLA PROPRIETÁ INTELLETTUALE

Speaker : Ms. Francesca Toso, Senior Advisor,Special Projects Division, Development Sector, WIPO

OMPI: ELEMENTI DI BASE

MISSIONE: Promuovere la protezione deidiritti di PI a livello globale e estendere ivantaggi del sistema internazionale di PI atutti gli Stati Membri.

STATI MEMBRI: 188

OSSERVATORI: + 390

PERSONALE: 950 from 101 COUNTRIES

TRATTATI AMMINISTRATI: 26

PRINCIPALI ORGANI DIRETTIVI: AG, CC, WIPO CONFERENCE

TAPPE FONDAMENTALI: 1883 - 2013

18861891

18931925

19601967

19701989

19962000

2012

PARIS CONVENTION

BERNE CONVENTION

MADRID AGREEMENT

BIRPIHAGUE AGREEMENT

BIRPI MOVES TO GENEVA

WIPO CONVENTION

PCT ESTABLISHED MADRID PROTOCOL

INTERNET TREATIES

STLT

BEIJING TREATY

2013 MARRAKESH TREATY

PATENT LAW TREATY

2006

ATTIVITÀ PRINCIPALI DELL’OMPI

Attivitànormativa

Sviluppoeconomico

Servizi per l’industria Infrastruttura globale

Sviluppo di una normativa internazionale in materia di PI chesia :

equilibrata

adeguata

efficace

flessibile

Forte vincolo con i servizi globali di PI offerti dall’OMPI.

ATTIVITÀ NORMATIVA

COMITATI PERMANENTI

BREVETTI (SCP)

DIRITTI D’AUTORE E DIRITTI CONNESSI (SCCR)

MARCHI, DISEGNI E INDICAZIONI GEOGRAFICHE (SCT)

SCOPO: • Raggiungere un consenso su temi preci• Considerare gli interessi di tutte le parti per un sistema

equilibrato, affidabile, efficente, efficace e di facile uso.

N.B. Temi legati all’applicazione e al rispetto delle leggi in materia di PI sono discussidal Advisory Committee on Enforcement (ACE)

COMITATO PERMANENTE IN MATERIA DI BREVETTI

ULTIMA SESSIONE Novembre 2014:

Prossime sessioni dedicate all’analisi, a titolo esemplificativo, dei seguentitemi:

Eccezioni e limiti ai diritti brevettualiQualitá dei brevetti compresi i sistemi di opposizioneBrevetti e saluteConfidenzialità delle comunicazioni tra clienti e agenti brevettualiTrasferimento di tecnologia

COMITATO PERMANENTE SUL DIRITTO DEI MARCHI, DISEGNO INDUSTRIALE E INDICAZIONI GEOGRAFICHE

ULTIMA SESSIONE: 16 – 20 marzo 2015. Tra i temi discussi:

• Bozza del Trattato in materia di Disegno Industriale (DLT): Testo maturo, ma differenze diforma e contenuto in materia di assistenza tecnica e sul requisito di un possibile accesso pubblico alledomande di disegno industriale che contengano elementi di Conoscenze Tradizionali, Espressioni CulturaliTradizionali e Risorse Genetiche

• Indicazioni geografiche: due proposte:

- differenze sulla protezione delle IG a livello nazionale

- possibile protezione delle IG nel sistema dei Nomi di Dominio

• Sintesi dei lavori: http://www.wipo.int/edocs/mdocs/sct/en/sct_33/sct_33_5.pdf

ATTIVITÀ NORMATIVA INDICAZIONI GEOGRAFICHE

Conferenza Diplomatica per l’adozione di un Accordo di Lisbona

Modificato sulle Appellazioni di Origine e Indicazioni Geografiche

Ginevra, 11 - 21 maggio 2015

TRATTATO DI PECHINO SULLE PRESTAZIONI AUDIOVISIVE, 2012

TRATTATO DI PECHINO

Rafforza la posizione degli artisti audiovisivi, conferendo diritti economici e moraliper l’uso internazionale delle loro prestazioni.

Paesi aderenti dovranno pagare per l’uso di prestazioni audiovisive estere; parte del ricavato sarà destinato agli artisti.

TRATTATO DI MARRAKESHACCESSO AI LIBRI PER LE PERSONE NON-VEDENTI

TRATTATO DI MARRAKESH, 2014

285 milioni di non-vedenti nel mondo - 90 % in paesi in via di sviluppo.

<10% dei libri pubblicati disponibili in braille o altri formati accessibili

Paesi aderenti adotteranno limiti ed eccezioni al diritto d’autore a beneficiodelle persone non-vedenti

Permette lo scambio di opere su formati accessibili tra paesi aderenti

L’ORGANIZZAZIONE MONDIALE DELLA PROPRIETÀ INTELLETTUALE

FACILITA L’ACCESSO AI MERCATI INTERNAZIONALI

Fornitore Dei PrincipaliServizi Globali in Materia Di PI

Principale Organizzazione a livello globale per la fornitura di serviziefficaci e con valore aggiunto in materia di PI

Trattato di Cooperazione in materia di Brevetti (PCT)

Sistema di Madrid (Marchi)

Sistema dell’Aia (Disegno Industriale)

Sistema di Lisbona (Indicazioni Geografiche)

Centro di Arbitrato e Mediazione dell’OMPI

Bilancio 2014 – 2015 : 713.3 Milioni CHF

76%

6% 15%2% 1%

0

100

200

300

400

500

600

PCT SYSTEM MEMBERSTATES

MADRIDSYSTEM

HAGUESYSTEM

OTHERS

Infrastruttura di PI “Così come la partecipazione nell’economia reale richiede accesso a strade, ponti e veicoli per il trasporto delle merci, allo stesso modol’economia virtuale basata sulla conoscenza richiede accesso a unainfrastruttura adeguata…

“… Ma qui l’autostrada è costituita dall’Internet e altre reti, i pontisono standards interoperativi per lo scambio di dati, e i veicolisono computer e basi di dati.”

Francis Gurry, Director General of WIPO

Global IP Infrastructure

Basi di dati

Piattaforme comuni per lo scambio di dati elettronici tra Uffici di PI

Altre piattaforme

Strumenti

Standards & Accordi tecnici

Formazione e networking attraverso i Centri di sostegno all’innovazionetecnologica (Technology Innovation Support Centers -TISCs)

Principali studi economici in materia di PI

NUOVA DIVISIONE ECONOMIA E STATISTICA CONSENSO SULL’IMPORTANZA DELLA DIMENSIONE ECONOMICA DELLA PI

ANALISI STATISTICHE ED ECONOMICHE SULL’USO DEI SERVIZI OMPI

APPROFONDIMENTI SULL’IMPATTO ECONOMICO DELLA PI

DOMANDE DI BREVETTO IN CRESCITA

Source: WIPO Economist, October 2014

STUDI E RAPPORTIWorld Intellectual Property Indicators (WIPI): Principale pubblicazione di statistiche, con le ultimetendenze trend delle domande e registro in più di 100 uffici:http://www.wipo.int/ipstats/en/wipi/index.html

The PCT Yearly Review : Resoconto del rendimento e sviluppo del PCT: http://www.wipo.int/ipstats/en/statistics/pct/

Madrid Yearly Review: http://www.wipo.int/ipstats/en/

Hague Yearly Review: http://www.wipo.int/ipstats/en/

The WIPO IP Facts and Figures Resoconto delle attività di PI in base alle ultime statistiche disponibili. http://www.wipo.int/ipstats/en/

WIPO IP Statistics Data Center servizio on-line che permette di accedere ai dati statistici OMPI – vastascelta di indicatori disponibii per la ricerca: http://ipstatsdb.wipo.org/ipstatv2/ipstats/patentsSearch

STUDI ET RAPPORTI (II)

Rapporto “Brands – Reputation and Image in the Global Marketplace”

- Evoluzione del comportamento dei marchi e loro uso

- Differenze tra paesi

- Le forze che muovono i mercati dei marchi

- Indicazioni della ricerca economica per politiche in materia di marchi

- Rapporto tra strategie di commercializzazione e innovazione nelle imprese.

Testo integrale del rapporto:

http://www.wipo.int/econ_stat/en/economics/wipr

ITALY PROFILE

06-26-13 © kikkerdirk

The Global Innovation Index

RANKING 2013 RANKING 20141. SWITZERLAND2. UNITED KINGDOM3. SWEDEN4. FINLAND5. NETHERLANDS6. UNITED STATES OF AMERICA7. SINGAPORE8. DENMARK9. LUXEMBOURG10. HONG KONG (CHINA)11. IRELAND12. CANADA13. GERMANY14. NORWAY15. ISRAEL…………..31. ITALY

1. SWITZERLAND2. SWEDEN3. UNITED KINGDOM4. NETHERLANDS5. UNITED STATES OF AMERICA6. FINLAND7. HONG KONG (CHINA)8. SINGAPORE9. DENMARK10. IRELAND11. CANADA12. LUXEMBOURG13. ICELAND14. ISRAEL15. GERMANY…………..29. ITALY

L’EVOLUZIONE DELL’ITALIA RISPETTO ALLE DOMANDE DI DPI E CRESCITA ECONOMICA DAL 1998 AL 2013

A partire dal 2000, le domande di registrazione di disegni industriali è fortemente cresciuta, nonostante un rallentamentetra il 2002 e il 2009. La crescita ha nettamentesorpassato la corrispondentecrescita del PIL.

Le domande di brevetti sonocresciute più lentamente dal 2002 ma mantengono un buon livello di attività.

Le domande di marchi sonorimaste stabili nonostante un rallentamento intorno al 2009.

Domande internazionali attraverso i trattati amministratidall’OMPI

Domande di brevetti per settore tecnologico (1999-2013)

GRAZIE PER L’ATTENZIONE!

****************Francesca Toso

Consigliera Principale

Divisione per i Progetti Speciali, Settore dello Sviluppo

Organizzazione Mondiale della Proprietà Intellettuale

Email: [email protected];

Patent Cooperation Treaty (PCT)Introduction and Future Developments

Speaker : Mr. Claus Matthes, Director, PCT Business Development Division

AU grant

Traditional Patent SystemFile national application first Paris Convention gives 12 month “period of priority” from filing first application to file in other countries. Within that time (usually before outcome of procedures in Office of first filing is known):

appoint local representatives in other countries

prepare translations

pay fees

begin equivalent procedures, all carried out independently

Prepare National search and examinationPrep National search and examinationPrepPrepPrep

TransTrans

National search and examinationNational search and examinationNational search and examination

0 monthsGB filing

12 monthsrest of world filing

24 months 36 months

GB grant

32

33

The PCT ─ 1970

Basic idea: simplify the procedure for obtaining patent protection in many countries, making it more efficient and economical

filing tool for applicants; and

work sharing tool for Offices

34

PCT Basics

Filing Tool for applicants:

One application, one language, one set of formality requirements, filed with one Office

Containing, by default, the designation of all Member States, for every kind of protection available, and usual priority claim(s)

Effect of a regular national filing (including establishment of a priority date) in each designated State

Delays national processing until 30 months from priority date

International search and examination reports improve basis for decision making

35

PCT Basics

Work sharing tool for Offices:

Central formality checking

Central international publication

International search report (ISR)

International Preliminary Reports on Patentability

preliminary, non-binding opinion on novelty, inventive step (non-obviousness) and industrial applicability

36

Traditional Patent Systemvs. PCT System

0 12

File local application

Filing of national applications & processing by national Offices

Fees for translations, Offices, local agents

(months)

Traditional

(months)

File PCTapplication

12 30

International search report & written opinion

16 18

Internationalpublication

(optional)File

demand forInternationalpreliminaryexamination

File localapplication

22 28

(optional)International preliminary report on

patentability

PCT 0

delay of processing by national Offices

Entering of national phase before & processing by national Offices

Fees for translations, Offices, local agents176 States

148 States

37

The PCT System

(months)

File PCTapplication

120 30

International search report

& written opinion

16 18


(optional)File

demand forInternational

preliminaryexamination


Enternationalphase

22 28


patentability

Typically a national patent application in the home country of

the applicant

Typically filed in same national patent office--one set of fees, one language,

one set of formality requirements--and legal effect in all PCT States

Report on state of the art (prior art

documents and their relevance) + initial

patentability opinion

Disclosing to world content of application in standardized way

Request an additional patentability analysis on

basis of amended application

Additional patentability analysis, designed to assist in national phase decision-

making

Express intention and take steps to pursue to grant in

various states

The ISAs are the following 20 offices: AustraliaAustriaBrazilCanadaChile ChinaEgyptEuropean Patent OfficeFinlandIndiaIsraelJapanNordic Patent InstituteRepublic of KoreaRussian FederationSingapore appointed @ 2014 Assemblies (Sept. 2015)SpainSwedenUkraine (not yet operating)United States of America

PCT International Searching Authorities

… and more to come? (Visegrad (CZ, SK, HU, PL))

39

Prior Art for International Search Prior art:

everything which has been made available to the public,

anywhere in the world,

by means of written disclosure,

which is capable of being of assistance in determining that the claimed invention is or is not new and that it does or does not involve an inventive step,

provided the making available to the public occurred prior to the international filing date.

40

Documents relevant to whether or not your

invention may be patentable

Symbols indicatingwhich aspect of

patentability the document cited is

relevant to (for example, novelty, inventive step,

etc.)

The claim numbersin your application to

which the document isrelevant

Example: PCT International Search Report

41Example: PCT Written opinion of the International Searching Authority

Patentability assessment

of claims

Reasoning supporting the

assessment

42

The PCT System

(months)

File PCTapplication

120 30

International search report

& written opinion

16 18


(optional)File

demand forInternational

preliminaryexamination


Enternationalphase

22 28


patentability

Typically a national patent application in the home country of

the applicant

Typically filed in same national patent office--one set of fees, one language,

one set of formality requirements--and legal effect in all PCT States

Report on state of the art (prior art

documents and their relevance) + initial

patentability opinion

Disclosing to world content of application in standardized way

Request an additional patentability analysis on

basis of amended application

Additional patentability analysis, designed to assist in national phase decision-

making

Express intention and take steps to pursue to grant in

various states

43

The PCTfiling tool for applicants

with global reach

work-sharing tool for Offices

harmonized formalities

buys time

patentability analysis

ePCT filing and processing

allows for correction of errors

flexibility, keeps options open

44

The PCT in 1978

PCT Coverage Today 45

=PCT

AlbaniaAlgeriaAngolaAntigua and BarbudaArmeniaAustraliaAustriaAzerbaijanBahrainBarbadosBelarusBelgiumBelizeBeninBosnia and HerzegovinaBotswana BrazilBrunei DarussalamBulgariaBurkina FasoCameroonCanadaCentral African RepublicChadChileChina Colombia Comoros Congo

Costa RicaCôte d'IvoireCroatiaCubaCyprusCzech RepublicDemocratic People's

Republic of KoreaDenmarkDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial Guinea EstoniaFinlandFrance,

GabonGambiaGeorgia GermanyGhana GreeceGrenadaGuatemalaGuinea

Guinea-Bissau HondurasHungaryIcelandIndiaIndonesiaIranIreland IsraelItalyJapanKazakhstanKenyaKyrgyzstanLao People’s Dem Rep.Latvia Lesotho LiberiaLibyan Arab JamahiriyaLiechtenstein LithuaniaLuxembourgMadagascar

MalawiMalaysiaMaliMaltaMauritaniaMexicoMonacoMongoliaMontenegroMoroccoMozambiqueNamibia NetherlandsNew ZealandNicaraguaNigerNigeriaNorwayOmanPanamaPapua New GuineaPeruPhilippines

PolandPortugalQatarRepublic of Korea Republic of MoldovaRomaniaRwandaRussian FederationSaint LuciaSaint Vincent and

the Grenadines San MarinoSao Tomé e PrincipeSaudi Arabia SenegalSerbiaSeychellesSierra LeoneSingaporeSlovakiaSloveniaSouth AfricaSpainSri LankaSudanSwaziland

St. Kitts and NevisSwedenSwitzerlandSyrian Arab RepublicTajikistan ThailandThe former Yugoslav

Republic of Macedonia TogoTrinidad and Tobago TunisiaTurkeyTurkmenistanUgandaUkraineUnited Arab EmiratesUnited KingdomUnited Republic of TanzaniaUnited States of AmericaUzbekistanViet NamZambiaZimbabwe

148 PCT States46

Countries not yet in PCTAfghanistanAndorraArgentinaBahamasBangladeshBhutanBoliviaBurundiCambodiaCape VerdeDemocratic Republic of

CongoDjiboutiEritreaEthiopiaFijiGuyanaHaiti

IraqJamaicaJordanKiribatiKuwaitLebanonMaldivesMarshall IslandsMauritiusMicronesiaMyanmarNauruNepalPakistanPalauParaguaySamoaSolomon Islands

SomaliaSouth SudanSurinameTimor-LesteTongaTuvaluUruguayVanuatuVenezuelaYemen

(45)

47

PCT Applications

0

50000

100000

150000

200000

78 80 82 84 86 88 90 92 94 96 98 00 02 04 06 08 10 12 14

+4.5% for 2014

0

10'000

20'000

30'000

40'000

50'000

60'000

70'000

US JP CN DE KR FR GB NL CH SE CA IT FI ES IL

International applications received in 2014 by country of origin

CN: +18.7%

GB: +9%

US: +7.8%

• These 15 Offices received almost 92% of all applications filed in 2014

• PCT fees=78% of WIPO’s revenue in 2014

Trend in PCT national phase entries

. 16.1 40.0 16.1 18.6 8.6 20.8 8.4

-0.3

11.3 11.0 11.0 8.8 7.1

-4.1

8.5 4.6 6.5 4.3

100,000

300,000

500,000

PC

T na

tiona

l pha

se e

ntrie

s

1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

PCT national phase entries Growth rate (%)

Application year

PCT national phase entries by office – 1‐10

Growth rate (%): 2012-13

9.0 2.3 4.6 2.1 14.4 -5.9 -1.0 -0.4 8.4 4.1

119,899

87,367

72,867

54,157

35,16827,592 26,627 22,576 20,720

13,115

PC

T na

tiona

l pha

se e

ntrie

s

United

Stat

es of

Ameri

ca

Europe

an P

atent

Office

China

Japa

nRep

ublic

of Kore

aInd

iaCan

ada

Brazil

Austra

lia

Russia

n Fed

eratio

n

Office

PCT national phase entries by office – 11‐20

Growth rate (%): 2012-13

2.0 -1.7 . -2.7 16.9 5.4 17.0 -8.6 -1.3 3.8

11,766

6,557 6,129 6,105 5,604 5,284 5,253 5,1013,808

3,063

PC

T na

tiona

l pha

se e

ntrie

s

.

Mex

icoSing

apore

Indon

esia

South

Africa

Thaila

ndMala

ysia

German

yIsr

ael

New Zea

land

Viet N

am

Office

Top PCT Applicants 20141. Huawei Technologies—CN (3,442)2. Qualcomm—US (2,409)3. ZTE—CN (2,179)4. Panasonic—JP (2,881)5. Mitsubishi Electric—JP (1,593)6. Intel—US (1,852)7. Ericsson—SE (1,467)8. Microsoft—US (1,460)9. Siemens—DE (1,399) 10. Philips—NL (1,391)11. Samsung—KR (1,381)12. Toyota—JP(1,378)13. Bosch—DE (1,371)14. Sharp—JP (1,227)15. NEC—JP (1,215)16. LG Electronics—KR (1,138)17. Tencent—CN (1,086)18. Fujifilm—JP (1,072)19. United Technologies—US (1,013)20. Hitachi—JP (996)

() of publishedPCT applications

Top University PCT Applicants 20141. University of California (US)2. MIT (US)3. University of Texas (US)4. Harvard University (US)5. Johns Hopkins (US)6. Leland Stanford University (US)7. Columbia University (US)8. Cal Tech (US)9. University of Pennsylvania (US)10. Seoul National University (KR)11. Cornell University (US)12. Nanyang Technological University (SG)13. University of Florida (US)14. Kyoto University (JP)15. Danemarks Tekniske Universitet (DK)16. University of Tokyo (JP)17. University of Michigan (US)18. Korea University (KR)19. Peking University (CN)20. University of Washington (US)

56

The PCT “Market Share”

*

57

Postpones major costs of internationalizing a patent application

Provides a strong basis for patenting decisions

Harmonizes formal requirements

Helps applicants to correct errors

Evolves to meet user needs

PCT Key Advantages

58

The PCT ─ 1970 to TodayAs filing tool: PCT extremely successful

Preferred route for international patenting (> 200,000 applications in in 2013, > 54% “market share”)

Harmonization of formal and procedural requirements, beyond PCT (national laws; Patent Law Treaty (PLT))

59

The PCT ─ 1970 to Today

However: as work sharing tool not as effective in practice for addressing national quality of examination and (for some Offices) backlogs

Expectation was: “flying start” for offices; completing, checkingand criticizing …

Reality is: many Offices start “from scratch”, perhaps not in complete isolation, but …

What is needed: building trust between patent offices, so that duplicative international phase and national phase processing canbe reduced

60

PCT Areas of WorkImprove the quality and consistency of PCT international phasework products

Develop quality metrics for measuring usefulness of work products and identifying areas of further work

Develop quality feedback system for offices

Help designated Offices to better understand reports

Search strategies, standardized clauses, explanations of relevance of cited documents, …

Explore collaborative search and examination

Third party observations system

61

Improve timeliness of actions in international phase

Develop metrics for entire PCT system

Create incentives for applicants to use system efficiently

Encourage high quality applications and early correction of defects and filing of amendments

PCT/PPH

Improve access to national search and examination reports

Patentscope, CASE, Global Dossier

PCT Areas of Work

62

Helping developing countries benefit from the PCT

Top 10 countries responsible for 87% of IAs published in 2013; top 15 countries = 92%; top 20 countries = 96%

Improve training for examiners, better coordinate training already offered

Improve access to affordable online search systems

Making PCT accessible to applicants of all types from all Contracting States

Fee reductions (SMEs, universities, research institutes, individual applicants)

PCT Areas of Work

63

ePCT: Seeks to provide electronic interface to entire PCT international phase process (RO, ISA, IPEA, IB)

Real time access to IB files and bibliographic data

Flexible applicant-controlled access rights system

Increasing access to RO, ISA, IPEA documents not traditionally held by IB

Increasing transmission of documents to RO, ISA, IPEA

Where possible, replace letters with directly usable information

Notifications of significant events and approaching deadlines

PCT Areas of Work

PCT Training Options

29 video segments on WIPO’s Youtube channel and WIPO’s PCT page about individual PCT topics

PCT Distance learning course content available in the 10 PCT publication languages

PCT Webinars

free updates on developments in PCT procedures and PCT strategies

also for companies or law firms

In-person PCT Seminars and training sessions

64

For further information about the PCT, see

http://www.wipo.int/pct/en/

For general questions about the PCT, contact the PCT Information Service at:

Telephone: (+41-22) 338 83 38

Facsimile: (+41-22) 338 83 39

E-mail: [email protected]

PCT Resources/Information65

Thank You!

Claus MatthesDirector, Patent Cooperation Treaty (PCT) Business Development Division

World Intellectual Property Organization (WIPO)34 chemin des Colombettes, 1211 Geneva 20, Switzerland

T + 41 22 338 98 09; [email protected]; www.wipo.int

Seminar on WIPO Services and Initiatives

The Madrid System The Hague System

Speaker : Ms. Asta Valdimarsdottir, DirectorOperations Division, Madrid Registry

Trademark and design protectionNational route

APPLICANT

NATIONAL OFFICES

Trademark and design protectionInternational route

NATIONAL OFFICE

MADRID

Basic

HAGUE

WIPO

WIPO MAINTENANCE

Basic

NATIONAL OFFICE

USERWIPO

WIPO MAINTENANCE

Italian examples

Registration Number: DM/084879 (Registration under 1999 Act)

Holder: FERRARI S.P.A. (Modena, Italy)

Madrid – The International Trademark System

Hague – The International Design System

Registration Number: 338990 Holder: FERRARI S.P.A. (Modena,

Italy)

The Madrid System

Trademarks

"A brand incarnates an enterprise's reputation and image and so is one of an enterprise's most valuable assets”

(Director General, Francis Gurry)

Trademarks are the most widely used form of registered intellectual property (IP) throughout the world

The demand for trademark protection has grown from just under 1 million applications per year in 1985 to 4.2 million by 2011

(WIPO’s report on Brands, reputation and Image in the Global market)

The Madrid System - Facts and figures

Worldwide trademark filings + 9.3% from 2008 - 2013

Madrid filings + 3.97% in 2012+ 6% in 2013+ 2.21% in 2014

Madrid (2014) 594.477 international registrations in force5.61 million designations in force198.027 holders of international registrations

Madrid Union

1 Agreement only40 Protocol only (including EU and OAPI)54 Agreement and Protocol

95 Members

Key features of the Madrid System (1)

A registration system for 95 Contracting Parties

Entitlement and basic mark (application or registration)

One application – one language – one set of fees

One registration covering multiple territories

Fixed time limit for refusal – 12 or 18 months

The international procedure

WIPO

Applicant

Office of Origin

DesignatedContracting

Party


Party


Party

Certifies the application and forwards it to WIPO

Conducts the formal examination; records the mark in the International Registry and publishes the IR in the Gazette. Issues a certificate of registration and notifies the dCPs

Scope of protection of the IR will be determined by the substantive examination under domestic law, within 12/18 months

Entitlement

Basic Mark

Key features of the Madrid System (2)

Expand protection to new export markets

Tailor the list of goods and services for the different markets

Centralized management of portfolio

Recording of changes and renewal centrally with WIPO

77

National vs Madrid Route

National Route

Multiple Offices for filing Multiple application forms Multiple languages Multiple currencies Multiple registrations Multiple renewals Multiple modifications Multiple foreign attorneys

needed from filing stage

Madrid Route

One Office for filing One single application form One language (E/F/S) One currency (Swiss francs) One international registration One renewal One modification Foreign attorney first needed in

case of refusal

78

Top Offices of originContracting Parties 2012 2013 2014

European Union 6,256 6,814 6,698United States of America 5,073 5,893 6,030Germany 4,553 4,357 3,813France 3,639 3,514 3,127Switzerland 2,720 2,885 2,809Italy 2,332 2,118 2,076China 1,799 2,455 1,860Japan 1,898 1,855 1,843United Kingdom 1,274 1,580 1,809Benelux 1,774 1,784 1,776

79

Top designated Contracting PartiesContracting Parties 2012 2013 2014China 20,120 20,275 20,309European Union 16,889 17,598 17,270United States of America 16,411 17,322 17,268

Russian Federation 16,634 18,239 16,573

Japan 12,493 13,179 12,814Switzerland 13,464 13,215 12,759Australia 10,753 11,675 11,533Republic of Korea 10,090 10,967 10,402Turkey 9,656 9,838 9,513Mexico - 5,095 8,533

80

42,430 International Registrations

Average Number of Designations 6.89

Average Number of Classes 2.52

Average Fee 3,102 CHF

All Fees 70% < 3,000 CHF

General profile 201481

Madrid Services

E – filing

Web forms

MPM – Madrid Portfolio Manager

Information services

Global Brand Database

MGS – Madrid Goods & Services

MRS – Madrid Real Time Status

MEA – Madrid Electronic Alert

E - Subsequent Designation

MPM – Madrid Portfolio ManagerOnline access to your international trademark portfolio:

WIPO User account linked to an e-mail address

International registrations linked to the same e-mail address

Helpful when submitting new requests for recordal

MGS – Madrid Goods & ServicesUseful tool for applicants to prepare the list of G&S in a national, regional or international application

Nice Classification (updated) + pre-accepted terms by WIPO and many National Offices – to avoid irregularities or refusals

Madrid languages + 12 other searching languages available

The Madrid system – Italy

International Applications and Registrations. Italy as Office of Origin

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014Registrations 2'529 3'007 2'828 2'602 2'231 2'327 2'333 2'332 2'118 2'070Applications 2'340 2'958 2'664 2'763 1'877 2'596 2'306 2'354 2'254 2'240

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3'500

Individual designations in international registrations and subsequent designations (Office of Origin: Italy)

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014Subsequent designations 957 1'087 1'222 1'042 867 987 1'122 1'251 1'175 1'304Registrations 2'529 3'007 2'828 2'602 2'231 2'327 2'333 2'332 2'118 2'070Individual Desginations 30'585 33'468 31'489 29'137 22'039 20'543 21'472 20'551 18'858 19'740

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Top 10 Contracting Parties designated by Italy Total designations: 19.740

China; 1455; 7%United States of America; 1287;

7%

Russian Federation; 1277; 6%

European Union; 930; 5%

Switzerland; 859; 4%

Japan; 820; 4%

Turkey; 651; 3%

Republic of Korea; 600; 3%

Ukraine; 524; 3%Australia; 517; 3%

Others; 10820; 55%

Top 10 Contracting Parties designatedby Italy

Designated Contracting Party 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

China 1,645 1,889 1,900 1,710 1,306 1,354 1,564 1,673 1,498 1,455

United States of America 1,332 1,757 1,660 1,472 1,238 1,360 1,343 1,338 1,265 1,287

Russian Federation 1,398 1,603 1,666 1,583 1,313 1,198 1,306 1,459 1,295 1,277

European Union 404 934 1,051 929 769 985 975 970 860 930

Switzerland 1,253 1,427 1,369 1,254 1,000 999 1,026 949 776 859

Japan 1,004 1,255 1,204 1,036 861 831 942 921 840 820

Turkey 889 993 915 862 646 669 738 696 603 651

Republic of Korea 657 843 826 699 569 552 638 654 596 600

Ukraine 680 801 852 837 612 620 620 612 546 524

Australia 713 772 778 721 535 527 631 553 510 517

Others 20,610 21,194 19,268 18,034 13,190 11,448 11,689 10,726 10,069 10,820

Total 30,585 33,468 31,489 29,137 22,039 20,543 21,472 20,551 18,858 19,740

Top 10 Contracting Parties designating Italy

Total designations : 3,026

China; 500; 17%

France; 395; 13%

Switzerland; 310; 10%

Germany; 284; 9%Russian Federation; 245; 8%

Turkey; 211; 7%

United States of America; 178; 6%

Austria; 110; 4%

Benelux; 104; 3%

Japan; 75; 3%

Others; 614; 20%

Top 10 Contracting Parties designating ItalyCountry of holder 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

China 637 594 566 589 546 851 861 639 792 500

France 1,383 1,120 1,065 922 682 632 532 426 406 395

Switzerland 956 828 817 652 511 502 372 402 343 310

Germany 1,761 1,464 1,243 1,040 725 513 416 314 308 284

Russian Federation 159 173 177 256 221 220 246 356 250 245

Turkey 301 302 257 315 230 199 242 188 289 211

United States of America 400 328 276 256 199 218 251 232 207 178

Austria 652 380 341 320 266 203 151 130 136 110

Benelux 650 519 322 328 223 145 137 108 105 104

Japan 285 189 154 150 110 97 94 122 104 75

Others 1,634 1,477 1,399 1,343 999 802 767 700 607 614

Total 8,818 7,374 6,617 6,171 4,712 4,382 4,069 3,617 3,547 3,026

Designations vs Refusals

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014Designations 8'818 7'374 6'617 6'171 4'712 4'382 4'069 3'617 3'547 3'026Refusals 27 7 4 3 2 126 13 102 87 130

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The Hague System

Design

Exclusive right on the design of a product

A tool to prevent competitors to make a product that

looks the same

The product itself is protected

For 25 years

In a specific territory

National, Regional

Designs in Italy

Registration Number: DM/060882Holder: ALESSI S.P.A.

Registration Number: DM/059479Holder: GIANNI VERSACE S.P.A.

Hague Union in 2014

46 Geneva Act (1999) (including EU and OAPI)15 Hague Act (1960)

61 Contracting Parties

Hague Union in 2015

49 Geneva Act (1999) (including EU and OAPI)15 Hague Act (1960)

64 Contracting Parties

Key differences with Madrid

No Basic Design conceptDirect filing at WIPO possible

Up to 100 designs in single application (same class)Mostly non-examining states - less refusalsThe publication in the Designs Bulletin is the notification of a designation

Renewal• Madrid: 10 years (indefinitely)• Hague: 5 years (up to the maximum duration of the respective national laws)

No subsequent designation concept

Origin of International Registrations

Number of designs recorded:

1. European Union (10178 designs, 79.5%)2. Switzerland (9287 designs, 72.5%)3. Turkey (5993 designs, 46.8%)4. Norway (3152 designs, 24.6%)5. Ukraine (2911 designs, 22.7%)6. Singapore (2639 designs, 20.6%)7. Morocco (1932 designs, 15.0%)8. Croatia (1884 designs, 14.7%)9. Monaco (1724 designs, 13.5%)10. Liechtenstein (1706 designs, 13.3%)

2013: Top Designated Contracting Parties

Thank you for your attention

[email protected]

Global Databases for IP Platforms andTools for the Connected Knowledge Economy

Speaker: Christophe Mazenc, Director, Global Databases Division, Global Infrastructure Sector

Strategic Goals of Global Databases and Tools

2 related goals:

“Coordination and Development of Global IP Infrastructure”

“World Reference Source for IP Information and Analysis”

Benefits to Stakeholders

For Business/Research:

Providing search facilities for IP collections (patents, trademarks, industrial designs)

Simplifying application procedures to multiple IP authorities Providing IP related matchmaking services

For IP offices:

Assisting automation, IP information dissemination to the public, and exchange of IP documents with other offices

Global Databases, Tools, and Platforms for IP Business (FREE)

PATENTSCOPE Global Brand DatabaseGlobal Design DatabaseWIPO LexWIPO PearlWIPO IPAS, WIPO DASWIPO CASEWIPO RE:SEARCHWIPO GREEN

PATENTSCOPE

2.6 million published PCT applications (first publish every week, high quality full text)41 million patent applications from 40 countries or regionsFull text data from 20 countries or regions15,000 pageviews per hourAnalyze results by graphs and chartsSearch and read in your language

Electric car -only 16,000 hits

Search Query

(synonyms & technologically related terms)

PATENTSCOPE what’s new?Possibility to export the 10’000 first bibliographic data records of any search query in Excel format to build Patent Landscape reports

CTR:WO AND DP:[2014 TO 2015] AND ANA:IT

PATENTSCOPE what’s new?

Coverage improvements:

Q4 2014 Inclusion in PATENTSCOPE of the complete full text of the national

patent applications and grants from DPMA (more than 5'000'000 full text records)

Q1 2015 Inclusion in PATENTSCOPE of the bibliographic data of the national

patent collection of Portugal (100’000 records)

German decompounder

Example: WO2014/00729 Gasballongetragener Flugroboter

Special care has been taken to index efficiently compound words in German language

With decompounding, any of the following queries will match the WO2014/00729 document:

“gasballon” AND “roboter”

“gasballon” AND “flugroboter”

“ballon“ AND “roboter”

“getragener” AND “roboter”

PATENTSCOPE what’s next?

Coverage: Inclusion in PATENTSCOPE ofthe complete full text of the national patent applications and grants from KIPO in Korean Language

National collections of New Zealand, Australia and United Kingdom

New intuitive query syntax with placeholders:PCTPublishedLastNMonthsXXNationalPatentsForTheLastNWeeksPCTReceivingOfficeXXPCTHavingInventorFromXX

Monthly webinar


18 million records relating to internationally-protected trademarks,etc.

Free of charge simultaneous brand-related searches across multiplecollections, including:

Trademarks registered under Madrid System Appellations of Origin registered under Lisbon System Emblems protected under the Paris Convention 6ter 22 national collections and growing: AE, AU, BN, CA, CH, DK, DZ,

EE, EG, ID, IL, JP, KH, LA, MA, MX, NZ, OM, PH, SG, TO and US


Video demo:http://www.wipo.int/pressroom/en/articles/2014/article_0007.html

Global Brand Database – FeaturesSingle intuitive interface to search 23 data collectionsImage Search by exampleInteractive & dynamic search with immediate feedbackFuzzy, phonetic and word-stem matchesAutomatic term suggestionEasy search of US or Vienna image class Full Boolean, proximity and range optionsUnlimited, customizable results browsingSaved searches and record setsInstant, graphical data analysis

Global Design Database

URL: http://www.wipo.int/designdbLaunched on January, 9th 2015.

Free of charge simultaneous design-related searchesacross multiple collections, including:

designs registered under the Hague System national design collections of CA and NZ other national collections to be added in the future

WIPO Pearl

WIPO’s online terminology database15’000 concepts, 90’000 terms10 languagesContents validated by WIPO language experts and terminologists

http://www.wipo.int/wipopearl/search/home.html

IPAS and DAS

IPAS (IP office Administration System) used by 60 IPOs

A WIPO software enabling small IPOs to electronically process patent, trademark, design applications

DAS (Digital Access System) used by 11 IPOs

A System that allows IPOs and applicants to securely exchange or submit a digital copy of priority documents to multiple IPOs

WIPO Case“Centralized Access to Search and Examination Reports”

Started with an initiative of IP Australia and the Vancouver Group (AU, CA, UK)

Online patent work-sharing platform for patent examiners worldwide—secure sharing search and examination documentation

IPOs can enhance quality and efficiency of patent examination

CASE will be linked to Open Portal Dossier of IP5 to become the Global Portal Dossier

Global Dossier Platform (WIPO-CASE, OPD and PATENTSCOPE)

Public Users

(including IP office users)

Feed dossier information that OPD/CASE Offices agree to publish

WIPO CASE

Public Domain

Not accessible to the public and for PTO official use only

Examiner of CASE participating office

CASE depositary

SystemIPAS+

CASE depositary Office using own EDMS

E.g. AustraliaCASE depositary Office using IPAS

Examiner of IP5 Office participating in WPO/CASE

Examiner of IP5 Office not participating in WPO/CASE OPD

OPD

Broad aims:- Match-making for technology transfer and collaborations- Reduce transaction costs- Build on comparative advantages of multi-stakeholder approaches- Demonstrate practical means for the global policy issues

Based on the recognition that:- Users want access to technologies, not just patent rights- Collaboration (e.g. training) is crucial to tech transfer

WIPO RE: SEARCH

A Global Database and Platform to bridge partners to use IP

(including know-how and data) to facilitate R&D on neglected

tropical diseases, tuberculosis, and malaria.

Royalty-free for R&D, manufacture and sale in LDCs

Over 90 partners (pharmaceutical industry, research institutes such

as NIH, Universities)

As of January 2015, 82 collaborations

WIPO RE:SEARCHSharing Innovation in the Fight Against Neglected Tropical Diseases

Get involved:As a userAs a providerAs a supporter

(Adhere to Guiding principles, contact email: [email protected])

…

WIPO GREEN

A global database allowing users to make green technologies available

for licensing or partnership, enter technology needs, search for

technologies and needs

Started a pilot with Japan Intellectual Property Association in 2011

Launched in November 2013

as of January 2015, over 1700 offers

Green tech providing companies in Germany, Japan, US etc.

Partners include companies, universities, UN agencies, governments,

IPOs, NGOs, etc.

Partners of WIPO GREEN

www.wipo.int/green

Six Areas of Green Technology Markets

The Challenge

International Transfer of wind power technology, 1988-2007,

OECD 2010

Get Involved

Become a Partner and shape the further development of WIPO GREEN

Register to: communicate your green innovation and technology needsadvertise your inventions, technologies, products and servicesconnect with the innovation and business communities globally

Thank you for your attention