[Upd-discuss] IP impact in Developing Countries

Andrius Kulikauskas ms@ms.lt
Wed, 26 Mar 2008 22:54:31 +0200


Maria Agnese Giraudo,

Thank you for your gathering together excellent research on the problems 
of Intellectual Property Rights protections in Developing Countries. As 
we discussed, a one-page summary in your own words would be an excellent 
point of departure for a debate on this important subject. Thank you 
also for your passionate support of Fred Kayiwa's statement "Youths 
Representing Youths".

Andrius

Andrius Kulikauskas
Minciu Sodas
http://www.ms.lt
ms@ms.lt
+370 699 30003


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Intellectual Property Rights protection impact in Developing Countries
By Maria Agnese Giraudo


Treaties
Trade –Related Intellectual Property Agreements TRIPS
http://www.wto.org/english/tratop_e/trips_e/trips_e.htm
World Intellectual Property (WIPO) Copyright Treaty (WCT) 
http://www.wipo.int/treaties/en/ip/wct/
WIPO Performances and Phonograms Treaty (WPPT)
http://www.wipo.int/treaties/en/ip/wct/

Digital content and Internet

Dalindyebo Shabalala, in Towards a Digital Agenda for Developing 
Countries, 2007
analyses the expansion of the international protection of Intellectual 
Property Rights to digital and Internet content by treaties, with some 
reference to national legislations. The Author considers the impact of 
the enforcement of IPR in developing countries in term of risks and on 
the contrary the development of Public Domain as a great opportunity.
http://www.southcentre.org/publications/researchpapers/ResearchPapers13.pdf
I have reported below Chapter VI.3 The Way Forward for Developing 
Countries about suggested immediate actions to take and next steps 
because suggest not only ideas but initiative to undertake.

Chapter VI.3
As an introductory matter, it is important to realize that innovation 
and development, especially with
respect to developing indigenous industries is best served by copyright 
that is strong enough to prevent
direct and literal copying for commercial purposes, but that is limited 
so as to enable sequential and
interactive production of new goods and increased competition. In 
ensuring this, developing countries
will also need to address the lack of access to educational materials 
for students and the majority of
their population. With this in mind, the following agenda items are 
proposed for the developing
countries as a way to begin to set the terms of the debate for 
themselves. They emphasise ways to
retain and further access while simultaneously enabling development and 
growth for indigenous
industries.
VI.3.1 Immediate Actions
A. Do not sign TRIPS-Plus, WCT and WPPT.
Developing countries should not sign such terms in bilateral treaties 
with the United States or the EU,
even where they contain language similar to the agreed statements at the 
WCT and WPPT and they
contain exceptions as allowed under Berne, TRIPS and general fair use 
principles. The
implementation of such provisions in the United States and the EU has 
proven to be controversial and
have not been shown to achieve their goals. Developing countries should 
not sign on to unproven and
dangerous policies.
B. Those countries that have not signed the WCT and the WPPT should 
refrain from signing them.
Those who have should reconsider their participation in the treaties.
Where they see a need for protection of the rights of their performers, 
such protection may be better
limited to those provisions of the WPPT that they deem necessary and 
under strict domestic law and
policy making. Those countries that have ratified the WCT and/or the 
WPPT should give serious
thought to withdrawing their participation from the treaties.
C. Maintain and fully implement existing exceptions and limitations.
Access to digital and internet content for developing countries can only 
be built on a regime that
ensures access to analog content. Developing countries must look to 
models that create the largest
amount of freedom for analog content. This entails eschewing traditional 
models provided by technical
assistance programmes from developed countries or WIPO and looking 
instead to alternative models
such as the Tunis Model Law on Copyright for Developing Countries187 to 
create more appropriate
model laws. Developing countries should begin the discussion as to how 
it should be updated to
accommodate developments since it was first written.
A priority should be the establishment of the widest and most useful 
education, library and
personal use exceptions to enable educational access for teachers, 
institutions and students. While it is
not within the remit of this paper to fully flesh out such exceptions, 
developing countries should focus
on the production of further work in this area.
Developing countries should insist on the application and inclusion of 
existing limitations and
exceptions in every international agreement, ensuring that they are not 
interpreted in any way as
giving up their sovereign right to determine applicable limitations and 
exceptions for themselves.
D. Focus copyright enforcement on the protection of domestic artists.
Many enforcement programmes focus on border controls, reflecting the 
interest to respond to political
demands from rich countries to the detriment of developing a holistic 
enforcement strategy that
reflects balance in the IP system. Developing countries should place an 
emphasis on ensuring the
remuneration of domestic creators/artists by domestic producers and 
other content industry
intermediaries. The resources of developing countries are better spent 
supporting domestic artists than
enforcing border controls for goods from developed countries.
E. Limit software copyright protection only to the non-functional 
aspects of software. Do not provide
patent protection.
The example of the United States may be appropriate to follow; where 
courts for a long time have
refused to extend copyright to those aspects of software that are the 
inevitable result of the functional
requirements. The requirement to protect software as a literary work 
does not require that such
protection be of equal strength as that for original literature.
The protection of object code as required under TRIPS must ensure that 
de-compilation of the
object code is allowed. This is important to make the object code 
human-readable and allow others to
determine its functionality, and/or reverse engineer it.
F. Do not extend protection to non-original databases.
There is little evidence to suggest that non-original databases need 
protection (as provided for
instance, by the European sui generis regime) to provide an incentive 
for their creation, while it is
clear that such protection would only serve to remove knowledge from the 
public domain. Even where
copyright protection of original databases is required under TRIPS, such 
protection should impose a
high burden of originality. Copyright protection should only be extended 
to the structure, not the
contents, of the database.

VI.3.2 Next Steps
a. Negotiate Special Provisions for Educational Access for Developing 
Countries.
Building on the tradition and precedent of the Berne Appendix, 
developing countries must insist that
the new technologies require a new instrument or set of provisions to 
ensure educational access for
developing countries. While exceptions and limitations are good 
beginnings and stopgaps, bulk access
to materials is really what is needed for developing countries. In this 
context a new deal for
educational access is necessary. However, as Okediji warns, developing 
countries should beware of
any suggestion that the Berne Appendix can be the only basis for bulk 
access to digital and internet
content.188
b. Formulate new and appropriate limitations for digital and internet 
content that can be effectively
utilised.
Developing countries should begin the process of formulating limitations 
and exceptions for digital
and internet content in their domestic law. In this, developing 
countries have some natural allies in
civil society groups in developed countries who share many of the same 
concerns about maintaining
access for their own communities. In particular, educational and library 
institutions share their agenda
and have made proposals with respect to access to educational materials 
that can form the basis of legislation, appropriately tailored, for 
developing countries. In developing such new exceptions and
limitations, developing countries will need to be fully cognizant of the 
application of the three-step
test. In particular, defining what interferes with normal exploitation 
of the copyright may be difficult
in the digital and internet arena. A good beginning would address the 
following issues in the near
term:
• Limits on technological protection measures– users of TPMs must be 
required to enable
access for educational and other public interest exceptions. In 
addition, the implementation
of anti-circumvention measures for those states that have signed up to 
such commitments
should be limited only to acts of circumvention, not tools, and only if 
such circumvention is
for access to copyrighted material. Although countries may not ratify 
the WCT and WPPT
nor implement TPM measures under domestic legislation, they need clear 
policy on TPMs
due to the fact that the exercise of such rights affects access issues 
in the rest of the world.
• Exception for Search Engines – developing countries should ensure that 
their copyright law
includes an exception for search engines which search, copy and 
catalogue the web and the
internet, enabling users to find information easily. Those search 
engines that are free to use
should be exempted from needed authorization to make copies, provided 
that the copies that
they make are used only for searching and, that the links that they 
establish direct the user to
the original content and not to the copies stored on the search engine 
server.
• Exception for ISPs and P2P and other service providers. Internet 
service providers should
be treated the same as any other telecommunications service provider. 
Simply because their
network may be used for holding or transmitting unauthorized material, 
ISPs should not be
held liable. In the same manner, peer to peer sharing and distribution 
programmes should
not be held liable for the material that individuals place on their 
systems. In the United
States, ISPs have been held indirectly or secondarily liable for the 
activities of their users.
Since such liability issues are free for countries to decide for 
themselves, developing
countries should ensure that copyright liability is only available for 
direct infringement. If it
is necessary to have such indirect liability for copyright infringement, 
such liability should
be limited to those cases where the service provider knowingly and 
intentionally allows the
specific alleged material to be placed or transmitted on its servers.
• Exceptions for Temporary, Incidental and Ephemeral copies. Since 
almost all computer
programmes that manipulate and transmit information also make incidental 
copies, it is
necessary to ensure that such copies are treated as exceptions and do 
not require a tax on
every single action of a computer programme. This is especially 
important for web
browsing. However, this is only a concern where the right of 
reproduction is considered to
cover temporary copies. Fixation requirements may also be used to 
exclude temporary
copies from protection by requiring fixation for more than a temporary 
period.
• No enforcement of unfair copyright licensing contracts. Developing 
countries should not
recognise or enforce contracts that have terms that restrict or contract 
out of exceptions or
fair use terms. As some commentators have rightly argued, the entire 
point of such
exceptions and limitations is the public interest, and private contracts 
should not be allowed
to contract around the public interest.189 This is especially important 
in the area of software.
They should be treated as null and void where they conflict with the 
public interest or where
they render public interest exceptions and limitations inoperable. TRIPS 
makes no
requirements to restrict the interpretation and operation of contract law.
legislation, appropriately tailored, for developing countries. In 
developing such new exceptions and
limitations, developing countries will need to be fully cognizant of the 
application of the three-step
test. In particular, defining what interferes with normal exploitation 
of the copyright may be difficult
in the digital and internet arena. A good beginning would address the 
following issues in the near
term:
• Limits on technological protection measures– users of TPMs must be 
required to enable
access for educational and other public interest exceptions. In 
addition, the implementation
of anti-circumvention measures for those states that have signed up to 
such commitments
should be limited only to acts of circumvention, not tools, and only if 
such circumvention is
for access to copyrighted material. Although countries may not ratify 
the WCT and WPPT
nor implement TPM measures under domestic legislation, they need clear 
policy on TPMs
due to the fact that the exercise of such rights affects access issues 
in the rest of the world.
• Exception for Search Engines – developing countries should ensure that 
their copyright law
includes an exception for search engines which search, copy and 
catalogue the web and the
internet, enabling users to find information easily. Those search 
engines that are free to use
should be exempted from needed authorization to make copies, provided 
that the copies that
they make are used only for searching and, that the links that they 
establish direct the user to
the original content and not to the copies stored on the search engine 
server.
• Exception for ISPs and P2P and other service providers. Internet 
service providers should
be treated the same as any other telecommunications service provider. 
Simply because their
network may be used for holding or transmitting unauthorized material, 
ISPs should not be
held liable. In the same manner, peer to peer sharing and distribution 
programmes should
not be held liable for the material that individuals place on their 
systems. In the United
States, ISPs have been held indirectly or secondarily liable for the 
activities of their users.
Since such liability issues are free for countries to decide for 
themselves, developing
countries should ensure that copyright liability is only available for 
direct infringement. If it
is necessary to have such indirect liability for copyright infringement, 
such liability should
be limited to those cases where the service provider knowingly and 
intentionally allows the
specific alleged material to be placed or transmitted on its servers.
• Exceptions for Temporary, Incidental and Ephemeral copies. Since 
almost all computer
programmes that manipulate and transmit information also make incidental 
copies, it is
necessary to ensure that such copies are treated as exceptions and do 
not require a tax on
every single action of a computer programme. This is especially 
important for web
browsing. However, this is only a concern where the right of 
reproduction is considered to
cover temporary copies. Fixation requirements may also be used to 
exclude temporary
copies from protection by requiring fixation for more than a temporary 
period.
• No enforcement of unfair copyright licensing contracts. Developing 
countries should not
recognise or enforce contracts that have terms that restrict or contract 
out of exceptions or
fair use terms. As some commentators have rightly argued, the entire 
point of such
exceptions and limitations is the public interest, and private contracts 
should not be allowed
to contract around the public interest.189 This is especially important 
in the area of software.
They should be treated as null and void where they conflict with the 
public interest or where
they render public interest exceptions and limitations inoperable. TRIPS 
makes no
requirements to restrict the interpretation and operation of contract law.


Scientific Research and Economy

IPRs in TRIPS are trade-related , it means that "on one hand, there is a 
strengthening of IPR that favours industrialised countries. On the 
other, there are some international trade compensations favourable to 
developing countries.” (Forero-Pineda,2006, p.813)
“[…] Trade compensations, granted by developed countries in exchange for 
more protection of IPR in developing countries, may balance the 
developing-country welfare-losses. Nonetheless, they may exacerbate 
those two negatives[in small countries], long run effects on domestic 
research. First, there is an additional stimulus to allocate investment 
resources to goods receiving incentives (traditional goods). Their 
technology content is low, and this will reorient resources away from 
domestic technology production[…]
Trade-relating intellectual property will have two main consequences: 
(a) a deeper international division of labour, and (b)[…] and increase 
or decrease of the technology sector of this 
country”(Forero-Pineda,2006, p.814)
Other disadvantages and costs of strengthening IPRs:
High prices for imported products and new technology
Loss of economic activity, by the closure of imitative activities (Lall, 
2003, p.1661)
“[…]The increase in the price of manufactured goods will induce a switch 
in domestic consumption from manufactured to traditional or imported 
goods” (Forero-Pineda,2006, p.813).
Favourable environment for innovation is restricted to :
Transnational companies
Countries with R&D capability
Sector: Pharmaceutical multinational companies

Advantages for developing countries due to weak IPRs:
Imitation and reverse engineering in technological development 
(Korea,Taiwan etc.)
Local pharmaceutical firms (India etc.)

Development of Science in Developing Countries
Access to scientific knowledge: publications, databases, two-way 
exchange, validation of results,
Training, co-authorship.
Open Access movement Initiatives: Pubmed Central- Biomed Central- Public 
Library of Science- Hinari-OARE- AGORA

Patents in pharmaceuticals
After TRIPS agreements the most important consequence for developing 
countries has been “ the mandate to accept the patenting of 
pharmaceuticals” dismantling local industrial production.
“India legislation of 1970 and many developed countries either refused 
patenting of pharmaceutical products or patented processes [….] At the 
time of the GATT Uruguay round, almost 50 developing countries did not 
grant pharmaceutical patents.
The approval of TRIPs has reversed this tendency […]Member countries of 
WTO are required to grant both product and process patents in the 
pharmaceutical sector.” […Added to patent] trade secret protection 
“would not cover the product[…but] the clinical research. […] 
Pharmaceutical companies from developed countries fear the proliferation 
of small laboratories in developing countries dedicated to the 
production of no-patent and post-patent generics…” (Forero-Pineda,2006, 
p.815).
Developments in this sector:
Agreement in 2001 between WTO and WHO about price differentiation of drugs.
Monopoly of patented drugs and lower quality level of no-patented drugs
No benefit from research for developing countries

General Trends of restriction of Public Domain in favour of IPRs
Bayh-Dole Act 1980 (shifting from Public Domain to pro-patent position)
France- Innovation and Research Law 1999.
Extension of IPR into scientific knowledge and production activities, 
connection of science with R&D, Research laboratory have commercial 
relationship with industry with increasing protection and patents.

Sources
Forero-Pineda Clemente The impact of stronger intellectual property 
rights on science and technology in developing countries Research Policy 
2006;35:808-824.
Lall Sanjaya Indicators of the relative importance of IPRs in developing 
countries. Research Policy 2003;32(9):1657-1680.