On Aug 16, 2008, at 12:49 PM, Jenny Wallace wrote:

this actually reminds me of something i brought up to my manager yesterday. i remarked that i wonder if it will ever be the case that companies will
trademark things such as their taxonomy. for instance - i could steal
shopping.com's categorization and mimic it - would that be wrong or IP
infringement? does anybody think it will ever come to this?


The answer is No and Yes.

Trademark is unlikely for a taxonomy, because it protects the brand. The only reason they'd choose to pursue a trademark case is if the taxonomy because representative of the brand. For example, if it had elements in it that were unique to that business (special brand categories), then it might be a direct piece.

However, that might not even work, because one of the rules of trademarks is that the pieces can't be functional in and of themselves. So, since you click on categories, you can't really claim them non-functional. So, I'm thinking that eliminates a claim of trademark infringement.

Patents are another possible IP protection and the IP space I'm least familiar with, but if you can claim your taxonomy is a new invention, you can submit it for patent. These days, the patent office waits forever, then approves many of the patents, letting the court system decide if it truly a new invention or not. (They've been accepting patent applications for Yoga positions, so anything is game.) Defending a patent in court is horrendously expensive, so you have to be really serious about protecting it that way.

Copyright infringement is probably the most likely. There's precedent for this: Lotus won a case over Bourland for the Lotus 1-2-3 command structure. (There was also an Apple v. Microsoft Look & Feel suit that Apple lost, but that was mostly because the judge decided that Apple was reneging on a previous licensing deal.)

Copyright protects the "expression of an idea" and so, it's possible, someone could argue that their taxonomy was an expression and be protected by copyright. There is a notion of fair use, but that's a defense (again -- very expensive to prove), so settlement is more likely. I could easily see something akin to the Dublin Core that is privately developed, thereby protected through copyright.

If Shopping.com were to seek protection for their taxonomy, I think copyright would be the most likely method. However, they'd have to demonstrate that their particular expression of the taxonomy was infringed. Being that their taxonomy is very similar to many others, the defendants could argue that it's function and not art, and thereby doesn't pass the conceptual separability requirement.

Of course, none of this stops a lawyer from sending a cease & desist letter to someone for potentially violating an infringement. (See the fuss that happened with O'Reilly sent C&Ds to folks holding their own "Web 2.0" conferences.) In most cases, the assessment is they have bigger wallets to spend on lawyers than we do, so we have to cease & desist because we can't afford to fight. One viewpoint is that this inhibits progress (because lawyers can bully around small creators/ inventors). Another is that it creates more creativity, since you have to be ingenious about your approach to a problem and duplicative.

So, I do think it will happen that someone will copyright a taxonomy and try to enforce it. In fact, I'd be surprised if it hasn't happened already.

Jared

Jared M. Spool
User Interface Engineering
510 Turnpike St., Suite 102, North Andover, MA 01845
e: [EMAIL PROTECTED] p: +1 978 327 5561
http://uie.com  Blog: http://uie.com/brainsparks

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