non conventional trademarks Archives - IPOsgoode /osgoode/iposgoode/tag/non-conventional-trademarks/ An Authoritive Leader in IP Mon, 25 Jun 2018 19:58:51 +0000 en-CA hourly 1 https://wordpress.org/?v=6.9.10 A Recipe for Protection - A look at trademarks in the restaurant industry /osgoode/iposgoode/2018/06/25/a-recipe-for-protection-a-look-at-trademarks-in-the-restaurant-industry/ Mon, 25 Jun 2018 19:58:51 +0000 https://www.iposgoode.ca/?p=31917 There’s no denying that the restaurant business is a primary gateway to the workforce for many, with well over 1.2 million Canadians being employed through this $80 billion industry. While the quality of a restaurant’s food is integral to the restaurant’s financial success, the strategic use of intellectual property (IP), particularly trademarks, can give a […]

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There’s no denying that the restaurant business is a primary gateway to the workforce for many, with well . While the quality of a restaurant’s food is integral to the restaurant’s financial success, the strategic use of intellectual property (IP), particularly trademarks, can give a restaurant an edge over its competitors and allow the business to prosper.

Trademarks can be used in a number of ways to protect multiple aspects of a restaurant business - from protecting the restaurant’s name, to the name of signature dishes, to even the distinctive layout and decor of the restaurant.

The importance of trademarks begins with the very name chosen for the restaurant operator’s establishment. Rather than going with something generic like ‘Michael’s Café’ or ‘Stacey’s Grill’, a local restaurant owner should make the effort to choose a name that is . Choosing unique or distinctive names for menu items is also a great strategy to build value for the restaurant’s brand. A well-known example is McDonald’s , which includes items such as . Although McDonald’s also has many product brands that do not contain its famous “Mc� prefix, this specific family of trademarks helps to make their brand identifiable and distinctive from their competitors.

A restaurant’s layout and décor can also be protected by IP. For example, the nationally known sandwich franchise Mr. Sub, which was known as Mr. Submarine until the early 1990s, successfully obtained an interlocutory injunction to prevent the defendants from replicating the layout of the plaintiff’s restaurants and passing off the restaurant layout as its own distinctive business design[1].

With the anticipated coming into force of the new amendments to the , the protection of ‘non-traditional’ trademarks, such as scents, tastes, textures and sounds, will have the potential to revolutionize how restaurant businesses brand themselves.

For instance, restaurant owners will be able to seek for a scent that is distinctive to one of their signature dishes. The sense of smell is known to play an important role in memory, so a particular scent has the ability to form strong associations in one’s mind. Exploiting a distinctive scent associated with a particular menu item can have a profound impact on a restaurant’s ability to distinguish itself from its competitors beyond what traditional visualÌý trademarks can achieve.

A well-developed IP strategy can be an effective tool when trying to build a brand. The expansion of the scope of protection for non-traditional trademarks will allow restaurant operators more creative ways to protect their businesses and differentiate themselves from their competitors. Until then, it is clear that IP, particularly trademarks, can be employed by restauranteurs to help set them apart from its competitors, and hopefully allow their businesses to thrive in this highly competitive multi-billion dollar industry that so many struggle to succeed in.

 

Neda Foroughian is an IPilogue Editor and a JD Candidate at Osgoode Hall Law School.

 


°Ú1±ÕÌýMr. Submarine v Bikas (1975) 24 C.P.R. (2d) 135 (Ont. H.C.)

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Nothing to Turn Your Nose up at: Playdoh and the dawn of scent trademarks /osgoode/iposgoode/2018/06/25/nothing-to-turn-your-nose-up-at-playdoh-and-the-dawn-of-scent-trademarks/ Mon, 25 Jun 2018 16:40:43 +0000 https://www.iposgoode.ca/?p=31905 On Friday, May 19th, Hasbro announced that the characteristic scent of their well-known Play-Doh product has been officially recognized by the United States Patent and Trademark Office as a registered trademark of the brand. This presents a major step forward in the evolution of “scent trademarksâ€�, with Hasbro being by far the largest corporation to […]

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On Friday, May 19th, Hasbro announced that the characteristic scent of their well-known Play-Doh product has been officially recognized by the . This presents a major step forward in the evolution of “scent trademarks�, with Hasbro being by far the largest corporation to obtain one since America started allowing such . While Hasbro is to obtain a scent trademark, they are a large company who has just brought attention to a niche area of intellectual property law with a lot of potential.

The company was initially unsuccessful in obtaining the trademark: the trademark examiner rejected Hasbro’s first filing on May 26, 2017, on the grounds that scented dough lacked distinctiveness (most similar products are also scented). HasbroÌý the decision, and Play-Doh’s distinctive “sweet, slightly musky, vanilla-like fragrance, with slight overtones of cherry, and the natural smell of a salted, wheat-based doughâ€� is now a protected American trademark, preventing other moulding dough companies from using the scent on their own products.

There are involved with scent trademarking, including the subjective nature of smell, the temporality of scents themselves, the difficulty in making the existence of a scent trademark known to consumers, and the possibility of exhausting all available scents. However, the benefits of tying a specific scent to your product are numerous, as they allow you to leave a mark on consumers through . Hasbro themselves have mentioned the benefits of scent trademarking, as stated by Jonathan Berkowitz, senior vice president of Global Marketing for Play-Doh: “By officially trademarking the iconic scent, we are able to protect an invaluable point of connection between the brand and fans for years to come�.

As American law currently stands, in order to trademark a scent, a “substantial threshold� . This has historically been quite difficult for companies to achieve, as applicants must prove that their product’s scent is both nonfunctional and distinctive, in order to receive full trademark protection.

“Nonfunctional� in this context stipulates that the trademark cannot cover aspects “�. As a result, Verizon can trademark the smell of their marquees, but Chanel cannot do the same for their perfumes . The of the product, just as Play-Doh’s scent is arbitrary to its function as moulding dough. If a company can show that their product’s scent is nonfunctional, then it can be added to the supplemental trademark register, and gain limited legal protection (.)

In order to register a scent as a trademark (and not merely be protected under the common law principle of passing off), companies must show that their product’s scent is distinctive. This is no easy task and, before Play-Doh, only Ìýhave reportedly satisfied the test. To prove that a product’s scent is distinctive per the USPTO “.â€� Passing this stage of the test is what made the Play-Doh decision newsworthy, and required Hasbro to present . In Hasbro’s : “Since the PLAY-DOH brand’s inception in 1956, the distinctive smell has consistently served as a hallmark of the brand, and after more than six decades providing children with a source of imaginative and creative play, the scent has become increasingly recognizable among children, parents and grandparents alike.â€�

Awarding a trademark to Play-Doh shows a departure from the original rationale behind scent trademarking. While the original scent trademark was given to OSEWEZ thread, in part because they were the only company manufacturing , it has been acknowledged by the trademark board itself that Play-Doh is far from the only toy putty company that scents its product. As Play-Doh’s original scent trademark rejection stated, “when purchasers are confronted by the scent of applicant’s goods, they are likely to perceive it as an incidental feature of the goods rather than perceiving it as a source indicator.� In now giving Play-Doh’s scent a trademark designation, they are saying that the specific scent can be a source indicator, not just an incidental feature of the product. This would suggest that the distinctiveness designation could be moving away from the standard of scenting a product in general, towards the standard of giving a specific scent to a product.

While scent trademarks are very much in their infancy, existent through only sparse case law, Hasbro’s actions and publicity will certainly bring these trademarks a large amount of attention, and allow for the development of some often vague laws. This may prove to be the catalyst that could bring a valuable marketing tool the protections it deserves.

 

Keenan Fast is an IPilogue Editor and a JD Candidate at Osgoode Hall Law School.

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Signs and Sensibility: Accommodating Non Conventional Trade Marks /osgoode/iposgoode/2009/06/22/signs-and-sensibility-accommodating-non-conventional-trade-marks/ Mon, 22 Jun 2009 19:06:53 +0000 http://www.iposgoode.ca/?p=4902 Dr. Dev Gangjee (London School of Economics) has a primary research interest in intellectual property, including trademarks, geographical indications and domain names.ÌýÌýHe is also an IP Osgoode Research Affiliate. Can a building be a trade mark?Ìý Should a building be a trade mark?1 In recent years, trade mark registries and courts have grappled with applications […]

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Dr. Dev Gangjee (London School of Economics) has a primary research interest in intellectual property, including trademarks, geographical indications and domain names.ÌýÌýHe is also an IP Osgoode Research Affiliate.

Can a building be a trade mark?Ìý Should a building be a trade mark?1 In recent years, trade mark registries and courts have grappled with applications for silhouettes, shapes, smells, textures, tastes, short cartoons, single colours, body movements, technical solutions, Tarzan's yell, the positions of labels on products and brooding abstractions as trade marks. On the one hand, national, multilateral and international legal regimes have embraced an open-ended definition of a trade mark, which emphasises the functional rather than ontological status of a sign. Any sign which performs the communicative work of a trade mark can, in principle, be registered as one. On the other hand the trade mark system (legislation, doctrine, institutional architecture and conceptual apparatus) has accreted around paradigmatic subject matter: a conventional or traditional trade mark that is visual and consists of words, figurative devices or a combination of the two.2

Attempts to reconcile these competing imperatives - the system is open to all comers and its business as usual, yet the system was designed with a particular category of subject matter in mind - have resulted in the emergence of 'coping techniques' for non conventional marks (NCMs), which may have far reaching conceptual implications for trade mark doctrine as a whole. This post is part of a broader research project tracing the range of techniques, strategies and conceptual realignments within EU trade mark law, that are deployed at both institutional and doctrinal levels in response to this challenge. While outlining the emerging themes, the focus here is on recent efforts to register abstractions and concepts as trade marks.

The starting point for this story of pragmatic and conceptual accommodation is the open-ended definition of a trade mark found in modern regimes, which avoids being subject matter specific. National and international legislation refers to an open-ended definitional provision. Article 15(1) of TRIPs acknowledges that 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 trade mark.' The Canadian definition is found in S 2 of the Trade-Marks Act 1985 (T-13) and refers to 'a mark that is used by a person for the purpose of distinguishing... wares or services manufactured, sold, leased, hired or performed by him from those manufactured, sold, leased, hired or performed by others,' whilst also including the broader concept of a 'distinguishing guise', as subsequently qualified in S 13. This echoes US statutory language: A trade mark is a designation, 'any word, name, symbol, or device, or any combination thereof," which serves "to identify and distinguish [the] goods [of the mark's owner] ... from those manufactured or sold by others and to indicate the source of the goods, even if that source is unknown.'3 The US Supreme Court has held that since 'human beings might use as a "symbol" or "device" almost anything at all that is capable of carrying meaning, [the statutory definition] read literally, is not restrictive.'4 The ECJ has joined this chorus on a harmonious note in its Sieckmann decision5 which interpreted the equivalent definition in Art 2 of the EU's Trade Marks Directive. Considered cumulatively, these definitions emphasise the communicative ability that a potential candidate must possess. The sign has to be distinctive; it should indicate origin and thereby distinguish or differentiate the goods or services upon which it is used, from others on the marketplace. This functional definition coupled with marketplace experience - shapes, product packaging and colours do sometimes act as indications of commercial origin - has led to formal recognition of NCMs as potential subject matter. Recent work by WIPO has documented the tribes of signs prepared to take advantage of this hospitality.6 These have been divided along sensory perception lines into visible signs (3D marks, colours, holograms, slogans, titles of media works, motion or multimedia signs, position marks and gestures) and non-visible signs (sounds both musical and non-musical, olfactory marks, tastes, textures).

Unsurprisingly, these new categories of subject matter have precipitated mixed responses. On the one hand trade mark law is expected to keep pace with consumer perceptions. If consumers experience colours or scents as indications of commercial origin, the underlying 'marketplace communication enablement' logic of trade mark protection demands that this is incorporated into registration practice and doctrine. Then again, it is easy to see why granting legal monopolies of potentially unlimited duration in colours or musical sounds would generate discomfort. This opens up three broad lines of enquiry.

Ìý

Emerging Issues

(1) Procedural Accommodation

Representative registration is a key feature of contemporary trade mark registries. The register serves as a reference point for defining the scope of the protected subject matter, for allowing applications for marks to be examined and processed by the registry with certainty and also to enable those who consult the register to know what is protected and thus off limits. Historically the registration process has been premised on visual signs as its subject matter and therefore required graphical representation. While some non-visual signs can be represented graphically (a musical sound can be represented via sufficiently detailed musical notation, thereby enabling the recreation of the sign under protection), for others it's less straightforward. For instance a registration for 'the sound of a dog barking' leaves readers speculating as to whether it's a Pekinese or an Alsatian, whether it's a welcoming or warning bark, its duration etc. Certain obstacles can be overcome by technology, such as uploading a digitised sound sample that is accessible online, or playing a short video clip for a motion mark. However for scents and tastes the competing demands of precision and accessibility have proved a serious impediment. The more scientifically accurate a representation of a scent (e.g. its chemical formula), the more inaccessible it becomes to the layperson and vice versa.

(2) Tensions Addressed by Substantive Law

Do consumers perceive certain categories of subject matter as trade marks? Even if they do, are there valid reasons for keeping certain signs off the register? Here the debates swirl around the core concept of distinctiveness and the functionality prohibition, which is explicitly based on policy grounds. Beginning with distinctiveness, if a colour or shape is perceived only fleetingly, or understood to be doing something else apart from indicating the product's trade origin (for e.g. simple decoration or protective packaging for the product inside) it will not satisfy the distinctiveness requirement. A more controversial question is whether certain categories of signs will ever be able to satisfy the inherent distinctiveness requirement. The essential enquiry here is concerned with assessing whether the relevant public encountering the sign 'cold', for the first time, will understand it to be performing a trade mark function and the exemplars for this are invented words such as 'XEROX'. Some jurisdictions (such as the US) have held that applicants for certain categories of signs, for instance colours, will always have to produce real world evidence of acquired distinctiveness or secondary meaning in the marketplace. Others (such as the EU) have determined that while the same distinctiveness test applies impartially to all signs, in practice consumers are unlikely to see certain types of signs as trade marks without some prompting, thereby leaving the door unlocked in theory but fairly hard to budge in practice.

When it comes to functionality, the focus shifts to the downstream effects of granting a single producer exclusive rights to NCM subject matter. For e.g. if a particular product shape is chosen because it produces a technical result, such as the face plate of the electric razor which produced a closer shave in the ECJ's Philips decision,7 the result is an undesirable monopoly in a technical feature leading to an anti-competitive advantage for a single producer. Such signs are generally excluded from registration regardless of whether they are distinctive and in fact serve to indicate trade origin. Here the ingredients of the test for functionality and whether it extends to signs which incorporate stylistic or aesthetic features of a product continue to generate disagreement. This also leads a more broad based review of the overlaps between various other categories of intellectual property and trade mark law. If a short piece of classical music in the public domain can be trade marked as a sound mark, how will that affect the 'limited monopoly' balancing act of copyright law?ÌýÌýÌý

(3) Conceptual Realignments in the Future?

The enquiry here is more subtle and is only just beginning. It concerns the conceptual coherence and underpinnings of trade mark doctrine. What sort of feedback effects will emerge from the formal commitment to equality for all subject matter before trade mark law? Is it truly possible to apply the same tests for distinctiveness (under registrability) or likelihood of confusion or dilution (under infringement) across all categories of marks? Will the manner in which distinctiveness is assessed for NCMs have effects on the doctrinal presumptions for words and figurative marks? These are early days but the questions are worth considering.

Ìý

Outer Limits?

Let me conclude with a case study which demonstrates the conceptual conundrums that NCMs potentially raise for trade mark law. So far we've looked at discrete categories of NCMs - shapes, smells, sounds - but since the definition of a trade mark is truly open ended, why stop there? What about themes, concepts, combinations of elements and other abstractions? Does trade mark law now lack any spatial or even temporal outer limits as regards its subject matter? Some of these issues were explored by various EU decision makers in the Dyson litigation, which illustrates the range of techniques used by registries and courts in response to the discomfort generated by some NCMs.

According to the applicant, the mark consisted 'of a transparent bin or collection chamber forming part of the external surface of a vacuum cleaner as shown in the representation.' The representation included two photographs of two separate models of vacuum cleaners with the externally visible transparent collecting bin displayed. In effect, Dyson appeared to be claiming the concept of a transparent collecting bin on vacuum cleaners as their trade mark, bolstered by the fact that they had enjoyed a period of patent enabled monopoly for those vacuum cleaners in the marketplace. The UK hearing officer8 objected on the basis that since the sign communicated a functional message it would be unlikely to communicate an origin indicating message to consumers and therefore lacked inherent distinctiveness. A transparent bin was a feature indicating (i) the cleaner was bagless and (ii) it indicated the vacuumed up contents of the container. It is interesting to note that the technical function of the bin related to both a lack of distinctiveness and to possible functionality objections. However the latter could not be independently raised as an objection since the application was pitched at the abstract level of a product feature across the range of vacuum cleaners and specifically not as a bin of particular shape or (transparent) colour, whereas the EU functionality objection is limited specifically to shapes.9 Furthermore, since the bins had not been promoted specifically as individual trade marks, there was no acquired distinctiveness. Customers made loose or temporary associations between the product feature and the first company to market it, but that was inadequate for trade mark purposes.

On appeal, the High Court10 grappled with the nature of the signs being applied for (aspects or features of the product itself) and was unpersuaded by the applicant's arguments that a feature which was unique or striking was also inherently distinctive. While most 'consumers sampled spoke of the striking and unusual appearance created by the transparent bin and of why they found that a useful feature', this was not sufficient for distinctiveness. The signs under consideration were 'descriptive of what the bin, or the machine as a whole, is or does. They say nothing about the machine's commercial origin. The fact that it is a new type of cleaner does not of itself serve to associate it with any particular trader or manufacturer.' However the court was uncertain about the existence of acquired distinctiveness in a situation where a patent monopoly for the product allowed Dyson to be the only producers on the market with that feature. The underlying concern here related to whether Dyson could build on a patent monopoly in order to acquire trade mark rights. So the court referred the matter to the ECJ, asking about the sorts of associations - and under which conditions - that would satisfy acquired distinctiveness. In particular did the transparent bins have to be actively promoted as trade marks during this period or would a looser association between feature, product and source suffice?

In a surprising development, the Advocate General and ECJ11 evaded the questions on distinctiveness by the referring court and hurtled out of the left field in their responses, first setting up and then dismantling the claim that this application qualified as a 'sign'. As 'a concept which appeals to the imagination' and exists in headspace alone, this was not a sign. The ECJ went on to develop the test for separating abstract concepts from more tangible signs by relying on whether the subject matter could be perceived by one of the five senses. Since according to the EU definition of a trade mark12 the application fell at literally the first step on the road to registration, it couldn't be saved by acquired distinctiveness, which only kicks in as an option at a later stage. The AG's opinion also hints at a broader concept of functionality which operates beyond the narrow ambit of policing shapes and trade dress alone.

Finally, in parallel Community Trade Mark proceedings, it was decided that the Dyson application failed the graphical representation requirement as the written description and accompanying images did not convey a clear and unambiguous representation of the mark.13 The EU registry was concerned by the possibility that innumerable permutations and combinations of transparent bins were squeezed into that one written description with the two rather lonely accompanying photographs.

What is common to all these decisions is the tidal bore of unease that surges through them, driven by the prospect of allowing the applicant to gain a potentially permanent legal monopoly in a functional concept. Perhaps (judicial) nature abhors a vacuum but the manner in which this is translated into a legal test or rationale has consequences for the rest of trade mark law. In this illustration alone we see the requirement that the subject matter is specific enough to be a sign, graphical representation, inherent and acquired distinctiveness and functionality all explored as reasons for excluding problematic subject matter.Ìý With applicants intrigued by the possibilities of NCMs in a semantically crowded marketplace, conventional trade mark law looks like it will be severely tested in the days ahead. Trade mark law has a visually based communicative model and a related paradigmatic consumer at its core, which will require some serious rethinking.


1The Rock and Roll Hall of Fame v Gentile Productions 134 F.3d 749, 45 USPQ 2d 1412 (1998) (The claimant unsuccessfully argued that the design for the Rock and Roll Hall of Fame and Museum in Cleveland, Ohio - effectively the building itself - was a trade mark.)

2 WIPO Secretariat 'New Types of Marks' (SCT/16/2) 1 Sep 2006 at [3] ('The types of signs that are nowadays considered as being capable of constituting a trade mark have expanded beyond words or figurative devices.').

3 15 USC § 1127.

4 Qualitex Co. v. Jacobson Prods. Co., 514 U.S. 159, 162 (1995).

5 Sieckmann v. Deutsches Patent- und Markenamt (C-273/00) [2003] ETMR 37 (ECJ).

6 See WIPO Standing Committee on the Law of Trademarks, Industrial Designs and Geographical Indications (Sessions 16-19) At:

7 Philips Electronics v Remington Consumer Products [2002] ETMR 955 (ECJ)

8 Notetry Ltd's Application (O29502) UK Trade Mark Registry, 23 July 2002 (Allan James)

9 As reflected in S 3(2) of the UK Trade Marks Act 994. In effect the functionality objection was converted into a distinctiveness objection.

10 Dyson Ltd v Registrar of Trade Marks [2003] EWHC 1062 (Ch); [2003] ETMR 77 (Patten J)

11 Dyson Ltd v Registrar of Trade Marks (C-321/03) [2007] ETMR 34 (ECJ).

12 Art 2 of the Trade Marks Directive 89/104/EEC stated: 'A trade mark may consist of any sign capable of being represented graphically, particularly words, including personal names, designs, letters, numerals, the shape of goods or of their packaging, provided that such signs are capable of distinguishing the goods or services of one undertaking from those of other undertakings.'

13 See Dyson Ltd's Application (R 655/2001-1) 2 Jul 2002 (Clear Bin). In response, Dyson unsuccessfully attempted to argue before OHIM that the application related to a series of marks.

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